Education
About Us
Working with TipRanks
Follow Us
Elanco Animal Health (ELAN)
NYSE:ELAN
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.35Last Year’s EPS
0.37Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed broad positive momentum: strong product launches (Credelio Quattro, ZENRELIA), meaningful innovation revenue growth, share gains across multiple categories, improved deleveraging, and raised innovation guidance for 2026. Headwinds include higher taxes impacting EPS, lower Q4 operating cash due to one‑time tax timing, inflation and inventory cost flow‑through pressuring near‑term gross margin, and manufacturing ramp constraints for mAb launches. Management provided upbeat 2026 guidance aligned with their long‑term algorithm and emphasized productivity initiatives to support margins.Company Guidance
Strong Q4 and Full-Year Organic Revenue Growth
Q4 2025 organic constant currency revenue growth of 9%; full-year 2025 organic constant currency revenue growth of 7%; reported Q4 revenue $1,140M (+12% YoY) and full-year reported revenue $4,715M (+6% YoY).
Innovation Revenue Outperformed and 2026 Raise
2025 innovation revenue of $892M (largest quarter for innovation in Q4); company raised 2026 innovation outlook to $1,150M (commitment to at least +$250M growth versus 2025).
Broad Product Momentum — Credelio Quattro
Credelio Quattro described as fastest blockbuster in company history; major U.S. broad‑spectrum endectocide market grew ~30% YoY and Quattro is gaining clinic share (≈1/3 of clinics penetrated) with strong Puppy Index performance and meaningful portfolio uplifts to other products.
Broad Product Momentum — ZENRELIA
ZENRELIA delivered double‑digit JAK market share in several international markets (e.g., Brazil ~40%, Japan >30%), ~50% clinic penetration in the U.S., >80% reorder rate, and notable early traction in Europe, UK, and Australia.
Other High-Impact Launches and Growth
Bifrenna received USDA approval (Dec 31) and is planned for phased 2026 launch; OTC AdTab sales up >50%, becoming #1 oral OTC in Europe; Experior up 35% in Q4 and crossed $200M in 2025 (nearly +80% YoY for the year).
Strong Farm and Pet Health Performance
Q4 US farm animal +17% and US pet health +10% (Q4); international pet health +8% and international farm animal +4% on organic constant currency basis.
Financial Execution — EBITDA, EPS, and Deleveraging
Q4 adjusted EBITDA $189M (+7% YoY); full-year adjusted EBITDA $901M; full-year adjusted EPS $0.94 vs $0.91 in 2024. Net leverage improved to 3.6x at year-end with target 3.1–3.3x for 2026 and path to <3x in 2027.
2026 Guidance in Line with Long-Term Algorithm
2026 guidance: organic constant currency revenue growth 4–6% (revenue $4,950–$5,020M), adjusted EBITDA $955–$985M (~+8% at midpoint), adjusted EPS $1.00–$1.06 (~+10% at midpoint), and gross margin expansion expected ~+40 bps.
Operational Productivity Initiatives
Elanco Ascend productivity program underway; restructuring expected to generate ~$25M in savings in 2026 and support margin expansion while funding launches and R&D.
Strategic M&A and Pipeline
Signed agreement to acquire AHV International (dutch farm-animal innovator) to expand dairy portfolio; R&D engine targeting five-to-six potential blockbuster approvals through 2031 and Big Six expected to double from 2025 to 2028.
ELAN 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
ELAN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $24.75 | $26.38 | +6.59% |
Nov 05, 2025 | $22.50 | $21.60 | -4.00% |
Aug 07, 2025 | $13.95 | $16.48 | +18.14% |
May 07, 2025 | $9.51 | $12.01 | +26.29% |
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 Elanco Animal Health (ELAN) report earnings?
Elanco Animal Health (ELAN) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Elanco Animal Health (ELAN) earnings time?
Elanco Animal Health (ELAN) earnings time is at May 13, 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 ELAN EPS forecast?
ELAN EPS forecast for the fiscal quarter 2026 (Q1) is 0.35.
