The earnings call reflects a positive outlook for Zoetis, with strong growth in key segments and strategic resilience against macroeconomic challenges. While there are concerns around the slower adoption of Librela and tariff impacts, the overall market position remains robust with continued innovation and demand for their diverse portfolio.

Company Guidance

In the first quarter of 2025, Zoetis reported a robust 9% organic operational revenue growth, driven by a 6% increase in adjusted net income on an organic operational basis. The International segment showed impressive performance with an 11% organic operational revenue growth, while the US segment grew by 6%, excluding the impact of the MFA divestiture. The companion animal portfolio, notably the Simparica franchise, experienced a 19% growth, contributing $367 million in revenue, while the overall companion animal portfolio grew by 9% operationally. Livestock also saw a 7% organic operational growth. Zoetis maintained a full-year organic operational revenue guidance range of 6% to 8%, despite macroeconomic uncertainties. Adjusted net income for the full year is expected to grow between 5% and 7% on an organic operational basis, with adjusted diluted EPS projected to be between $6.20 and $6.30. The company continues to focus on innovation, customer engagement, and strategic investments to manage challenges and leverage opportunities in the evolving market landscape.

Strong Organic Operational Revenue Growth

Zoetis achieved a 9% organic operational revenue growth in Q1 2025, driven by a balanced portfolio. The International segment led with 11% growth, while the US grew 6% excluding the impact of the MFA divestiture.

Innovative Companion Animal Portfolio Performance

The companion animal portfolio grew 9% operationally, driven by strong demand for the Simparica franchise, which posted a 19% growth, and key dermatology products which grew by 10%.

Livestock Segment Growth

The livestock segment experienced a 7% organic operational growth, driven by broad-based double-digit performance internationally.

Strong Adjusted Net Income and EPS Growth

Adjusted net income grew 6% on an organic operational basis, and adjusted diluted EPS grew 8% on the same basis, driven by robust share repurchase activities.

Resilient Market Position Amid Economic Challenges

Zoetis maintains steady demand for its products and is well-positioned to navigate tariff impacts with a 60% US manufacturing footprint and strategic global reach.

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Zoetis (ZTS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ZTS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2025	2025 (Q2)	1.62 / -	1.56	―	―	―
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)
May 04, 2023	2023 (Q1)	1.25 / 1.31	1.32	-0.76% (-0.01)

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

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ZTS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2025	$158.06	$149.87	-5.18%
Feb 13, 2025	$173.30	$164.38	-5.15%
Nov 04, 2024	$180.79	$174.06	-3.72%
Aug 06, 2024	$173.30	$183.68	+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.

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