Survey data say Americans use GLP-1 drugs at about six times the European rate. A 2025 KFF poll found that 12% of US adults were taking one, and 18% had taken one at some point. ING estimated that at least 2% of adults in Europe and the UK were using them.

Company revenue tells a more complicated story. Eli Lilly files its sales by region with the SEC every quarter, so we pulled ten quarters of Mounjaro revenue and split it into the US and everywhere else.

Where does Mounjaro sell?

1. 1Q1'26: Outside-US sales pass US sales

Source: Eli Lilly Forms 10-Q and 10-K, Q1 2024 to Q2 2026. Q4 figures are full-year totals minus the first nine months. Mounjaro only; Zepbound is reported separately.

View data

quarter	us	intl
Q1'24	1.52	0.29
Q2'24	2.41	0.68
Q3'24	2.38	0.73
Q4'24	2.63	0.9
Q1'25	2.66	1.19
Q2'25	3.3	1.9
Q3'25	3.55	2.97
Q4'25	4.14	3.27
Q1'26	4.23	4.43
Q2'26	4.79	5.15

In the first quarter of 2024, Mounjaro earned $1.52 billion in the US and $0.29 billion elsewhere. By the second quarter of 2026 those figures were $4.79 billion and $5.15 billion. US sales grew 3.2 times. Sales outside the US grew 18 times.

The two lines crossed in the first quarter of 2026, when sales outside the US reached $4.43 billion against $4.23 billion in the US.

Lilly describes what is behind the latest quarter, across all of its products. Revenue outside the US grew 80% in the second quarter of 2026, driven by a 113% rise in volume and partly offset by a 36% fall in realized prices. Lilly attributes the price drop mainly to Mounjaro joining China's National Reimbursement Drug List, and the volume growth outside the US to Mounjaro. In the US, total volume grew 37% and prices fell 3%.

Does that close the gap?

Not in dollars, and the chart can mislead if you stop there.

First, Zepbound is the obesity brand in the US, and almost all of its sales are American. It earned $4.93 billion in the second quarter of 2026. Add it to Mounjaro and US tirzepatide sales are roughly $9.7 billion, against $5.2 billion outside the US.

Second, revenue is not patients. Realized prices outside the US fell 36% in the latest quarter, so revenue growth there understates volume growth. The dollar gap between the US and the rest of the world is not the same as a gap in patients.

Third, the survey figures and the revenue figures measure different things. KFF asked Americans whether they currently take a GLP-1 drug, for any reason. The ING estimate covers adults in Europe and the UK for diabetes and weight loss. Neither can be converted into Lilly's sales.

What the filings do show is direction. Across Lilly's portfolio, volume outside the US grew about three times as fast as in the US in the latest quarter (113% against 37%), from a much smaller base.

Sources

1. KFF, Poll: 1 in 8 adults say they are currently taking a GLP-1 drug, fielded October 27 to November 2, 2025, 1,350 US adults, margin of error plus or minus 3 points.
2. ING Think, Transformative or overhyped? The impact of weight-loss drugs on European food demand, March 2025.
3. Eli Lilly, Form 10-Q for the quarter ended June 30, 2026 and second-quarter 2026 earnings release.
4. Eli Lilly Forms 10-Q for Q1 to Q3 2024 and Q1 to Q3 2025, and Forms 10-K for 2024 and 2025, on SEC EDGAR.