Zoetis demonstrated strong financial performance with robust organic revenue growth across multiple segments and raised full-year guidance. However, challenges in the OA Pain market and macroeconomic concerns persist.

Company Guidance -

Q3 2025

During Zoetis' second quarter 2025 earnings call, the company reported notable achievements in various sectors, driven by their strategic focus on innovation and operational efficiency. The company achieved an 8% organic operational revenue growth and a 10% increase in adjusted net income. The U.S. market grew by 7%, excluding the impact of the MFA divestiture. Companion Animal and livestock segments experienced 8% and 6% growth, respectively. Zoetis highlighted the success of their Simparica franchise, which grew 17% operationally, and the Simparica Trio product saw a 20% rise in operational revenue. Despite challenges, the Librela product for osteoarthritis showed potential, with efforts underway to accelerate adoption. The company's international segment also performed well, with a 9% increase in organic operational revenue. Based on these outcomes, Zoetis has raised its full-year guidance, expecting organic operational revenue growth between 6.5% and 8% and adjusted net income growth of 5.5% to 7.5%.

Strong Organic Revenue Growth

Zoetis reported an 8% organic operational revenue growth in Q2 2025, driven by a strong innovation engine and customer-focused execution.

Adjusted Net Income Increase

The company achieved a 10% growth in adjusted net income on an organic operational basis, reflecting operational efficiency.

International and U.S. Segment Growth

Zoetis' International segment grew 9% in organic operational revenue, while the U.S. segment grew 7%, excluding MFA divestiture impact.

Companion Animal and Livestock Growth

Companion Animal segment grew 8% operationally, and Livestock segment delivered 6% organic growth, driven by sustained demand.

Simparica Franchise Success

The Simparica franchise grew 17% operationally, with Simparica Trio delivering 20% operational revenue growth.

Key Dermatology Franchise Performance

Key Dermatology franchise grew 11% operationally, with strong international results and significant runway for growth.

Raised Full Year Guidance

Zoetis raised its full-year guidance for organic operational revenue growth to 6.5% to 8%, and adjusted net income growth to 5.5% to 7.5%.

Zoetis (ZTS) Earnings, Revenues Date & History

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ZTS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.65 / -	1.58	―	―	―
Aug 05, 2025	2025 (Q2)	1.62 / 1.76	1.56	12.82% (+0.20)
May 06, 2025	2025 (Q1)	1.41 / 1.48	1.38	7.25% (+0.10)
Feb 13, 2025	2024 (Q4)	1.36 / 1.40	1.24	12.90% (+0.16)
Nov 04, 2024	2024 (Q3)	1.46 / 1.58	1.36	16.18% (+0.22)
Aug 06, 2024	2024 (Q2)	1.49 / 1.56	1.41	10.64% (+0.15)
May 02, 2024	2024 (Q1)	1.35 / 1.38	1.31	5.34% (+0.07)
Feb 13, 2024	2023 (Q4)	1.32 / 1.24	1.15	7.83% (+0.09)
Nov 02, 2023	2023 (Q3)	1.36 / 1.36	1.21	12.40% (+0.15)
Aug 08, 2023	2023 (Q2)	1.31 / 1.41	1.2	17.50% (+0.21)

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
May 06, 2025	$157.53	$149.37	-5.18%
Feb 13, 2025	$172.72	$163.83	-5.15%
Nov 04, 2024	$180.19	$173.48	-3.72%
Aug 06, 2024	$172.72	$183.06	+5.99%

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.