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Zoetis (ZTS)
NYSE:ZTS
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.61Last Year’s EPS
1.48Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reflects a fundamentally positive operational performance and financial discipline: solid organic revenue (6%), adjusted net income growth, margin expansion, strong franchises (Simparica, Diagnostics, Livestock), and active capital returns. However, material near-term headwinds remain—most notably weakness in the OA pain monoclonal antibody franchise, increased competitive promotional activity (especially in dermatology and parasiticides), U.S. clinic traffic sensitivity, and one-time international timing effects that complicate quarter-to-quarter comparability. Management provided prudent 2026 guidance that incorporates competition and timing adjustments while highlighting a robust pipeline and long-term growth drivers.Company Guidance
Full-Year Revenue Growth (Organic/Reported)
Reported global revenue of $9.5B, up 2% on a reported basis and 6% on an organic operational basis (driven by ~4% price and ~2% volume).
Adjusted Net Income and EPS Expansion
Adjusted net income of $2.8B, up 6% reported and 7% organic operational; adjusted diluted EPS grew ~6% operationally and 10% on an organic operational basis.
Simparica Franchise Strength
Simparica franchise delivered $1.5B in annual revenue, up 12% operationally; Simparica Trio surpassed $1B in U.S. sales and was a key growth driver (Trio: 13% global operational growth; U.S. Trio ~10% for the year).
Companion Animal Diagnostics Outperformance
Companion Animal Diagnostics grew 13% operationally for the year (10% in Q4); U.S. diagnostics grew 14%—benefiting from launches like VetScan Optocell and AI-enabled Imagyst expansion.
Livestock Portfolio Momentum
Livestock revenue of $2.8B, up 8% organic operationally for the year (international livestock +10% operationally), with strong contributions from poultry, aquaculture (Moritella), cattle and vaccines.
Margin Expansion and FX Tailwind
Full-year adjusted gross margin expanded to 71.9%, up 120 basis points on a reported basis, with foreign exchange benefiting ~80 basis points; margin gains also aided by MFA divestiture and price.
Capital Return and Balance Sheet Actions
Returned >$3.2B via share buybacks and $800M in dividends in 2025; completed convertible bond that supported a $1.75B buyback, while maintaining strong balance sheet capacity for investments.
2026 Financial Guidance
Guidance for 2026: organic operational revenue growth of 3%–5% and organic operational adjusted net income growth of 3%–6%; adjusted net income guided to $2.975B–$3.025B and adjusted diluted EPS $7.00–$7.10.
ZTS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ZTS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $128.67 | $125.64 | -2.35% |
Nov 04, 2025 | $143.74 | $123.93 | -13.78% |
Aug 05, 2025 | $150.64 | $144.99 | -3.75% |
May 06, 2025 | $156.32 | $148.22 | -5.18% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Zoetis (ZTS) report earnings?
Zoetis (ZTS) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Zoetis (ZTS) earnings time?
Zoetis (ZTS) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ZTS EPS forecast?
ZTS EPS forecast for the fiscal quarter 2026 (Q1) is 1.61.
