Zoetis (ZTS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 11, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.87

Last Year’s EPS

1.76

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 14 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 07, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

Mixed quarter: strong execution in livestock, international markets, diagnostics, margin improvement ex-FX, EPS and adjusted net income growth, and a solid pipeline/M&A strategy contrast with pronounced weakness in U.S. companion animal (dermatology, parasiticides and OA pain), channel destocking, generic incursions on select products, fiscal alignment timing and FX headwinds. Management has taken decisive cost and commercial actions and provided positive full-year guidance, but near-term risks and competitive intensity leave the recovery path uncertain.

Company Guidance

Zoetis updated its full‑year 2026 outlook to organic operational revenue growth of 2%–5% (revenue $9.68B–$9.96B, foreign exchange rates as of late April), adjusted net income of $2.87B–$2.95B (growth 2%–6%), reported diluted EPS $6.35–$6.50 and adjusted diluted EPS $6.85–$7.00; management also expects full‑year adjusted gross margin to be roughly 71.5%, is using an aggregate price assumption of about 1%–2%, anticipates livestock growth in the mid‑ to high‑single digits and key companion‑animal franchises in the low‑ to mid‑single digits, and said its fiscal‑year alignment had been expected to provide ~200–250 basis points of revenue tailwind that Q1 market softness more than offset, leading to a widened guidance range to reflect ongoing macro and competitive uncertainty.

Solid Livestock Performance

Global livestock revenue $720M, up 12% year-over-year with broad-based growth across cattle, swine, poultry and fish; U.S. livestock grew 7% ($225M) driven by improved supply, spring promotions and vaccine adoption — described as a durable source of growth.

International Strength (Excluding Calendar Timing)

International revenue $1.1B, up 17% reported and 10% organic operationally; international companion animal grew 7% and international Simparica grew 14% (Trio +29%) — emerging markets continue to provide runway for expansion.

Diagnostics and Reference Labs Momentum

Companion animal diagnostics $113M, up 10% driven by expansion of reference labs and growth in chemistry and hematology (Vetscan Opticell); diagnostics cited as a resilient area tied to urgent and diagnostic care.

Profitability and Margin Execution (Excluding FX)

Adjusted net income $646M (+2% reported, +1% organic); adjusted diluted EPS grew 7% (including a 3% benefit from convertible debt-funded buybacks). Adjusted gross margin 71.8% declined ~10 bps reported, but excluding ~150 bps FX headwind, gross margins improved ~140 bps due to price and lower manufacturing costs.

Pipeline Strength and Strategic M&A

Company highlighted 12 potential blockbusters and >$7B of additional market opportunity; announced acquisition of Neogen's animal genomics business to expand livestock genetics capabilities, reflecting targeted business development strategy.

Cost and Productivity Actions to Protect Profitability

Launched comprehensive cost and productivity program to tighten discretionary spending, drive procurement and operating efficiencies and assess organizational levers to deliver a leveraged P&L in 2026 and beyond; reflected in updated adjusted net income guidance.

Full-Year Guidance Maintained Positive Range

Updated FY26 organic operational revenue guidance of +2% to +5% (range $9.68B–$9.96B) and adjusted net income growth +2% to +6% ($2.87B–$2.95B), indicating management confidence in recovering trajectory despite Q1 headwinds.

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 11, 2026	2026 (Q2)	1.87 / -	1.76	―	―	―
May 07, 2026	2026 (Q1)	1.60 / 1.53	1.48	3.38% (+0.05)
Feb 12, 2026	2025 (Q4)	1.40 / 1.48	1.4	5.71% (+0.08)
Nov 04, 2025	2025 (Q3)	1.62 / 1.70	1.58	7.59% (+0.12)
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)

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 07, 2026	$111.22	$87.31	-21.50%
Feb 12, 2026	$128.11	$125.09	-2.35%
Nov 04, 2025	$143.11	$123.39	-13.78%
Aug 05, 2025	$149.99	$144.37	-3.75%

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.