Elanco Animal Health (NYSE:ELAN) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsBob VanHimbergen - CFOBrandon Vazquez - Healthcare Equity Research AnalysChris Schott - Managing DirectorDaniel Clark - VP of Equity ResearchJeff Simmons - President and CEOJonathan Block - Managing DirectorMichael Ryskin - Managing DirectorTiffany Kanaga - VP of Investor Relations and ESGUmer Raffat - Senior Managing DirectorConference Call ParticipantsErin Wright - Senior Equity Research AnalystNavann ...

Elanco Animal Health (NYSE:ELAN) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsBob VanHimbergen - CFOBrandon Vazquez - Healthcare Equity Research AnalysChris Schott - Managing DirectorDaniel Clark - VP of Equity ResearchJeff Simmons - President and CEOJonathan Block - Managing DirectorMichael Ryskin - Managing DirectorTiffany Kanaga - VP of Investor Relations and ESGUmer Raffat - Senior Managing DirectorConference Call ParticipantsErin Wright - Senior Equity Research AnalystNavann ...

D 2025 Earnings – Fourth Quarter February 24, 2026 2025 | Q4 Earnings Notices and Disclaimers Forward-Looking Statements. This presentation contains forward-looking statements within the meaning of the federal securities laws, including, without limitation, statements concerning product launches and revenue from such products, our 2026 full year and first quarter guidance, long-term expectations, our expectations regarding debt levels, and expectations regarding our industry and our operations, performance ...

Enriching Life Food and Companionship Notices and Disclaimers Forward-Looking Statements. This presentation contains forward-looking statements within the meaning of the federal securities laws, including, without limitation, statements concerning product launches and revenue from such products, our 2026 full year and first quarter guidance, long-term expectations, our expectations regarding debt levels, and expectations regarding our industry and our operations, performance and financial condition, and inc ...

Core Insights - Elanco Animal Health reported significant financial results for Q4 and full year 2025, with a focus on growth, innovation, and cash generation, and provided guidance for 2026 [1][2][3] Financial Performance - Q4 2025 revenue reached $1,144 million, a 12% increase year-over-year, with 9% organic constant currency growth [2][3] - Full year 2025 revenue was $4,715 million, up 6% on a reported basis and 7% in organic constant currency [1][2] - Adjusted EBITDA for Q4 2025 was $189 million, with a margin of 16.7%, while full year adjusted EBITDA was $901 million, representing a margin of 19.2% [1][2] - The company reported a net loss of $276 million for Q4 2025 and a net loss of $232 million for the full year [2][3] Business Segments - Pet Health segment revenue for Q4 2025 was $489 million, an 11% increase, driven by new products like Credelio Quattro and Zenrelia [2][3] - Farm Animal segment revenue was $640 million in Q4 2025, a 12% increase, supported by volume growth in cattle and poultry [2][3] Innovation and Growth Strategy - Elanco exceeded its innovation revenue target for 2025, achieving $892 million, and raised the target for 2026 to $1.15 billion [1][2] - The company plans to continue its focus on innovation, with expectations of five to six blockbuster-potential approvals over the next six years [1][2] Financial Guidance - For full year 2026, Elanco expects revenue between $4,950 million and $5,020 million, representing 4% to 6% organic constant currency growth [1][3] - Adjusted EBITDA guidance for 2026 is set at $955 million to $985 million, with adjusted EPS expected to be between $1.00 and $1.06 [1][3] Restructuring and Cost Management - The company recorded $155 million in restructuring costs in Q4 2025, with expected savings of approximately $25 million in 2026 and $60 million in 2027 [1][2] - Elanco's net leverage ratio improved to 3.6x adjusted EBITDA by the end of 2025, with a target of reducing it to below 3x by 2027 [1][3]

Villigen, Switzerland, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Dr. Fabian Kausche, a distinguished animal health executive, joins ASTRA Therapeutics to strengthen strategic leadership and long-term value creation.Appointment reinforces ASTRA Therapeutics’ commitment to building a scalable, globally competitive animal health company focused on precision anti-parasitic innovation.Board strengthened ahead of future value-creation phases, including strategic partnerships and Series A financing. Villigen, Switzerland, ...

Zoetis Inc. (NYSE:ZTS) is one of the best pet stocks to buy according to hedge funds. Barclays reaffirmed a Hold rating on Zoetis Inc. (NYSE:ZTS) on February 18, setting a price target of $136.00. The rating update came after Zoetis Inc. (NYSE:ZTS) announced fiscal Q4 and full year 2025 results on February 12, reporting revenue of $2.4 billion for fiscal Q4 2025 and reflecting a 3% growth compared to fiscal Q4 2024. Revenue for the quarter rose 4% compared to the prior year period on an organic operational ...

Core Viewpoint - Elanco Animal Health Incorporated (NYSE:ELAN) is gaining positive attention from hedge funds and analysts, with multiple price target increases reflecting strong operational performance and growth potential in the animal health sector [1][2][3]. Group 1: Analyst Ratings and Price Targets - BofA raised the price target on Elanco to $28 from $25 while maintaining a Buy rating, indicating confidence in the company's upcoming fiscal Q4 earnings [1]. - UBS increased its price target to $30 from $27 and reaffirmed a Buy rating, showcasing a bullish outlook on Elanco's stock [2]. - Piper Sandler upgraded Elanco from Neutral to Overweight and raised the price target to $30 from $24, further indicating strong market sentiment [2]. Group 2: Market Developments and Corporate Strategy - Following the VMX conference, analysts noted that Elanco is making significant progress with corporate groups, suggesting that this channel could become a new growth driver for the company [3]. - There is minimal resistance anticipated regarding price increases on Elanco's core products, indicating confidence in the company's pricing strategy [3]. Group 3: Company Overview - Elanco is an animal health company that provides products and services aimed at preventing and treating diseases in both pets and farm animals, with a diverse portfolio that includes various species such as cats, dogs, cattle, swine, poultry, and sheep [4].

Core Viewpoint - Idexx Laboratories is highlighted as a promising investment opportunity in the pet industry, particularly due to its innovative products and strong recurring revenue model [1][2]. Group 1: Company Overview - Idexx Labs is a leading provider of diagnostic tests and Software-as-a-Service offerings for the animal health industry, significantly aiding veterinarians [2]. - The company has achieved total returns of 20% annually since 1994, transforming an initial investment of $5,000 into $1.6 million today [2]. Group 2: Revenue Model - Idexx's business model is characterized by recurring revenue streams from its medical instruments and veterinary services, with 92% of its consumer animal group's sales being recurring in the most recent quarter [4][5]. - The company has over 164,500 medical instruments installed globally, generating consistent cash flow through VetLab consumables and reference lab diagnostics [4]. Group 3: Product Innovation - The recent launch of the InVue DX instrument is noted as one of the most successful product launches in Idexx's history, with nearly 6,400 placements in its first year [6]. - InVue DX has the potential to test for various cancer types in pets, with capabilities already being tested for canine lymphoma in the U.S. and planned international rollout [6].

Analysts on Wall Street project that Elanco Animal Health Incorporated (ELAN) will announce quarterly earnings of $0.11 per share in its forthcoming report, representing a decline of 21.4% year over year. Revenues are projected to reach $1.09 billion, increasing 7.1% from the same quarter last year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prior ...