Zoetis (ZTS) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Zoetis reported revenue of $2.46 billion for the quarter ended June 2025, marking a year-over-year increase of 4.2% and an EPS of $1.76, up from $1.56 a year ago, exceeding both revenue and EPS estimates [1] Financial Performance - The reported revenue of $2.46 billion surpassed the Zacks Consensus Estimate of $2.4 billion by 2.44% [1] - The EPS surprise was +8.64%, with the consensus EPS estimate being $1.62 [1] Geographic Revenue Breakdown - U.S. Revenue: $1.36 billion, exceeding the average estimate of $1.33 billion, reflecting a year-over-year increase of 3.7% [4] - International Revenue: $1.07 billion, slightly above the estimated $1.05 billion, with a year-over-year change of +3.4% [4] - Companion Animal Revenue: $1.79 billion, surpassing the average estimate of $1.76 billion, showing an increase of 8.4% year-over-year [4] - Livestock Revenue: $638 million, slightly above the estimated $625.62 million, but down 8.1% compared to the previous year [4] Segment Performance - Contract Manufacturing & Human Health: Revenue of $34 million, significantly above the average estimate of $21.18 million, representing an 88.9% year-over-year increase [4] - Companion Animal - Horses: Revenue of $72 million, exceeding the estimate of $29.58 million, with a year-over-year increase of 5.9% [4] - Livestock - Poultry: Revenue of $103 million, below the average estimate of $115.27 million, reflecting a year-over-year decline of 22% [4] - Livestock - Cattle: Revenue of $320 million, above the estimate of $294.87 million, but down 8.6% year-over-year [4]