Q2 2026 Earnings

Outside U.S. Revenue Change Price Contribution

-36

The following are components of the change in revenue compared with the prior year: Three Months Ended June 30, | | Six Months Ended June 30, 2026 vs. 2025 | | 2026 vs. 2025 U.S. | | Outside U.S. | | Consolidated | | U.S. | | Outside U.S. | | Consolidated Volume | | 37 | | % | | 113 | | % | | 60 | | % | | 42 | | % | | 104 | | % | | 62 | | % Price | | (3) | | | (36) | | | (13) | | | (5) | | | (31) | | | (13) Foreign exchange rates | | — | | | 4 | | | 1 | | | — | | | 7 | | | 2 Percent change | | 33 | | % | | 80 | | % | | 48 | | % | | 37 | | % | | 81 | | % | | 51 | | % In the U.S. for the three and six months ended June 30, 2026, the volume increase was primarily driven by Zepbound and Mounjaro. In the U.S. for the three and six months ended June 30, 2026, the lower realized prices were primarily driven by Zepbound and Mounjaro, partially offset by adjustments to estimates for rebates and discounts primarily driven by Trulicity, Mounjaro, and Zepbound . Outside the U.S. for the three and six months ended June 30, 2026, the volume increase was driven by Mounjaro, and the lower realized prices were primarily driven by the addition of Mounjaro to the National Reimbursement Drug List (NRDL) in China.

Outside U.S. Revenue Change Volume Contribution

113

The following are components of the change in revenue compared with the prior year: Three Months Ended June 30, | | Six Months Ended June 30, 2026 vs. 2025 | | 2026 vs. 2025 U.S. | | Outside U.S. | | Consolidated | | U.S. | | Outside U.S. | | Consolidated Volume | | 37 | | % | | 113 | | % | | 60 | | % | | 42 | | % | | 104 | | % | | 62 | | % Price | | (3) | | | (36) | | | (13) | | | (5) | | | (31) | | | (13) Foreign exchange rates | | — | | | 4 | | | 1 | | | — | | | 7 | | | 2 Percent change | | 33 | | % | | 80 | | % | | 48 | | % | | 37 | | % | | 81 | | % | | 51 | | % In the U.S. for the three and six months ended June 30, 2026, the volume increase was primarily driven by Zepbound and Mounjaro. In the U.S. for the three and six months ended June 30, 2026, the lower realized prices were primarily driven by Zepbound and Mounjaro, partially offset by adjustments to estimates for rebates and discounts primarily driven by Trulicity, Mounjaro, and Zepbound . Outside the U.S. for the three and six months ended June 30, 2026, the volume increase was driven by Mounjaro, and the lower realized prices were primarily driven by the addition of Mounjaro to the National Reimbursement Drug List (NRDL) in China.

U.S. Revenue Change Price Contribution

-3

The following are components of the change in revenue compared with the prior year: Three Months Ended June 30, | | Six Months Ended June 30, 2026 vs. 2025 | | 2026 vs. 2025 U.S. | | Outside U.S. | | Consolidated | | U.S. | | Outside U.S. | | Consolidated Volume | | 37 | | % | | 113 | | % | | 60 | | % | | 42 | | % | | 104 | | % | | 62 | | % Price | | (3) | | | (36) | | | (13) | | | (5) | | | (31) | | | (13) Foreign exchange rates | | — | | | 4 | | | 1 | | | — | | | 7 | | | 2 Percent change | | 33 | | % | | 80 | | % | | 48 | | % | | 37 | | % | | 81 | | % | | 51 | | % In the U.S. for the three and six months ended June 30, 2026, the volume increase was primarily driven by Zepbound and Mounjaro. In the U.S. for the three and six months ended June 30, 2026, the lower realized prices were primarily driven by Zepbound and Mounjaro, partially offset by adjustments to estimates for rebates and discounts primarily driven by Trulicity, Mounjaro, and Zepbound . Outside the U.S. for the three and six months ended June 30, 2026, the volume increase was driven by Mounjaro, and the lower realized prices were primarily driven by the addition of Mounjaro to the National Reimbursement Drug List (NRDL) in China.

U.S. Revenue Change Volume Contribution

37

The following are components of the change in revenue compared with the prior year: Three Months Ended June 30, | | Six Months Ended June 30, 2026 vs. 2025 | | 2026 vs. 2025 U.S. | | Outside U.S. | | Consolidated | | U.S. | | Outside U.S. | | Consolidated Volume | | 37 | | % | | 113 | | % | | 60 | | % | | 42 | | % | | 104 | | % | | 62 | | % Price | | (3) | | | (36) | | | (13) | | | (5) | | | (31) | | | (13) Foreign exchange rates | | — | | | 4 | | | 1 | | | — | | | 7 | | | 2 Percent change | | 33 | | % | | 80 | | % | | 48 | | % | | 37 | | % | | 81 | | % | | 51 | | % In the U.S. for the three and six months ended June 30, 2026, the volume increase was primarily driven by Zepbound and Mounjaro. In the U.S. for the three and six months ended June 30, 2026, the lower realized prices were primarily driven by Zepbound and Mounjaro, partially offset by adjustments to estimates for rebates and discounts primarily driven by Trulicity, Mounjaro, and Zepbound . Outside the U.S. for the three and six months ended June 30, 2026, the volume increase was driven by Mounjaro, and the lower realized prices were primarily driven by the addition of Mounjaro to the National Reimbursement Drug List (NRDL) in China.