Animal health firm Zoetis Inc. (NYSE:ZTS) on Thursday reported a fourth-quarter 2025 adjusted earnings per share of $1.48. The company beat the consensus of $1.40.The company reported sales of $2.387 billion, up 3% year over year, almost in line with the consensus of $2.36 billion. On an organic operational basis, revenue increased 4%.Adjusted net income was $648 million, an increase of 3% on a reported basis and 4% on an organic operational basis.Adjusted net income for the fourth quarter of 2025 excludes ...

Key Takeaways ZTS beat Q4 estimates with EPS of $1.48 and revenues of $2.39B, lifting shares pre-market.Zoetis saw 8% international revenue growth, driven by companion animal and livestock sales.ZTS guided 2026 EPS of $7.00-$7.10 and revenues of $9.825-$10.025B, projecting 3-5% growth.Zoetis, Inc. (ZTS) delivered fourth-quarter 2025 adjusted earnings (excluding one-time items) of $1.48 per share, which surpassed the Zacks Consensus Estimate of $1.40. In the year-ago quarter, the company delivered adjusted e ...

Zoetis (NYSE:ZTS) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Company ParticipantsJon Block - Managing DirectorKristin Peck - CEOSteve Frank - VP of Investor RelationsWetteny Joseph - CFOConference Call ParticipantsAndrew Alfonso - Executive Director and Senior Equity Research AnalystBrandon Vazquez - Equity Research Analyst in Healthcare and Medical TechnologyChris LoBianco - VP and Equity Research AnalystChris Schott - Managing Director and Senior Equity Research AnalystDaniel Clark - VP and Equit ...

Zoetis (NYSE:ZTS) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Company ParticipantsJon Block - Managing DirectorKristin Peck - CEOSteve Frank - VP of Investor RelationsWetteny Joseph - CFOConference Call ParticipantsAndrew Alfonso - Executive Director and Senior Equity Research AnalystBrandon Vazquez - Equity Research Analyst in Healthcare and Medical TechnologyChris LoBianco - VP and Equity Research AnalystChris Schott - Managing Director and Senior Equity Research AnalystDaniel Clark - VP and Equit ...

Zoetis (NYSE:ZTS) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Speaker12Welcome to the fourth quarter and full year 2025 financial results conference call and webcast for Zoetis. Hosting the call today is Steve Frank, Vice President of Investor Relations for Zoetis, Zoetis. The presentation materials and additional financial tables are currently posted on the Investor Relations section of zoetis.com. The presentation slides can be managed by you, the viewer, and will not be forwarded automatically. I ...

Key Takeaways Zoetis is set to report Q4 2025 results, with revenue and EPS estimates at $2.37B and $1.40, respectively.U.S. segment sales likely fell on lower companion animal product demand, with revenues estimated at $1.27B.International revenues are projected to rise to $1.06B, driven by stronger companion animal product sales.Zoetis, Inc. (ZTS) is expected to beat expectations when it reports its fourth-quarter 2025 earnings on Feb. 12, 2026, before the opening bell.The Zacks Consensus Estimate for the ...

Zoetis (NYSE: ZTS) tanked after its November earnings release. Will history repeat itself pre-market on Feb. 12, when the animal healthcare company releases results for the fourth quarter of 2025? That's the question on the minds of many investors, less than a week before its earnings report hits the street. Whether the stock rallies after earnings or falls further afterward may depend on how closely the guidance updates align with current expectations. Fortunately for Zoetis, with expectations already wa ...

Core Insights - The fourth-quarter 2025 reporting cycle for the Medical sector is commencing, with major firms expected to release earnings results in the coming weeks, primarily in the pharma/biotech and medical device segments [1] - Johnson & Johnson's strong performance has set a positive tone, while Roche faced challenges due to unfavorable foreign-exchange impacts, particularly from a weak U.S. dollar [1] - Sanofi reported mixed results, beating earnings estimates but slightly missing sales expectations [1] Earnings Trends - As of January 28, 11.7% of Medical sector companies, representing 26% of the sector's market capitalization, have reported quarterly earnings, with 42.9% beating both earnings and revenue estimates [2] - Year-over-year earnings decreased by 15.5%, while revenues increased by 10.3% [2] - Overall, fourth-quarter earnings for the Medical sector are expected to decrease by 2.4%, while sales are projected to rise by 8.7% compared to the previous year [3] Company Highlights - **Zoetis (ZTS)**: Expected to report earnings on February 12, with a consensus estimate of $1.40 per share and revenues of $2.37 billion. The company has an Earnings ESP of +0.84% and a Zacks Rank of 3. Recent performance has been driven by strong demand for companion animal products, although sales of certain monoclonal antibody products may have declined [7][8] - **Pacira BioSciences (PCRX)**: Anticipated to report earnings soon, with a consensus estimate of 85 cents per share and revenues of $196.99 million. The company has an Earnings ESP of +7.38% and a Zacks Rank of 2. Revenue growth is expected from its pain-management product, Exparel, and other products [9][10] - **Apellis Pharmaceuticals (APLS)**: Expected to report earnings soon, with a consensus estimate of a loss of 41 cents per share and revenues of $194.37 million. The company has an Earnings ESP of +4.52% and a Zacks Rank of 3. Revenue growth is likely driven by its geographic atrophy drug, Syfovre [11][12] - **Acadia Pharmaceuticals (ACAD)**: Set to report earnings soon, with a consensus estimate of 12 cents per share and revenues of $292.64 million. The company has an Earnings ESP of +14.92% and a Zacks Rank of 3. Revenue growth is expected from its lead drug, Nuplazid, and its second product, Daybue [13][14] - **Denali Therapeutics (DNLI)**: Expected to report a loss of 75 cents per share and revenues of $18.47 million. The company has an Earnings ESP of +6.11% and a Zacks Rank of 3. Revenue expectations are based on collaboration revenues, with updates on pipeline programs anticipated [15][16]

Summary of Key Points Core Viewpoint - Zoetis and Regeneron Pharmaceuticals have faced challenges over the past year, leading to disappointing financial results. However, recent developments indicate a potential recovery for both companies in the near future [1]. Group 1: Zoetis - Zoetis is a prominent player in the animal health sector, with a diverse product portfolio, particularly focused on companion animals [3]. - The company faced difficulties with its key growth products, Librela and Solensia, due to safety concerns that resulted in adverse events in pets [4]. - To counteract these issues, Zoetis has introduced new OA pain treatments, Lenivia and Portela, which have received approval in multiple countries and are expected to help regain market share [5]. - The new treatments are long-acting and require less frequent administration, which is advantageous for both veterinarians and pet owners [5]. - Established products like Apoquel continue to perform well, providing additional support for Zoetis' financial recovery [6]. Group 2: Regeneron - Regeneron has been dealing with intense competition for its leading product, Eylea, which treats various eye diseases [7]. - The company has made strides by launching a higher-dose version of Eylea and obtaining label expansions, allowing for a broader patient base and a more convenient dosing schedule [7]. - These advancements have positively influenced Regeneron's stock performance over the past six months [8]. - Regeneron continues to rely on its successful product Dupixent, which addresses conditions such as eczema and COPD, contributing to its growth [9].

Summary of Zoetis Conference Call Company Overview - **Company**: Zoetis - **Industry**: Animal Health - **Current Market Size**: Approximately $50 billion, projected to grow to $90 billion over the next 10 years [4][3] Key Industry Insights - **Growth Drivers**: - Strong sectoral tailwinds in both companion animal and livestock segments [3] - Increasing global population demanding nutritious protein [4] - Shift towards pet medicalization driven by younger pet owners (Millennials and Gen Z) [6] - **Market Trends**: - Companion animal market growth driven by increased spending on veterinary care and advanced therapies [6] - Livestock sector recovering from disruptions caused by African swine fever and COVID-19, with mid-single-digit growth [8] Company Performance - **Revenue Growth**: - Zoetis has achieved an 8% compound annual growth rate (CAGR) since its IPO, outperforming the industry average of 5% [5] - **Profitability**: - EBITDA margins of 41%-42% and mid-20s return on invested capital (ROIC) [21] - **R&D Investment**: - $5 billion invested in R&D since IPO, leading to 2,000 regulatory approvals over the last decade [9][10] Product Pipeline and Innovation - **Future Blockbusters**: - 12 potential blockbuster drugs in the pipeline, with expectations for major market approvals annually [11][12] - **Key Areas of Focus**: - Chronic kidney disease, oncology, cardiology, obesity, and anxiety in pets, with significant market potential [13][14][15][16] - **Diagnostics and Preventatives**: - Emphasis on expanding diagnostics and preventative care in livestock and companion animals [20] Market Position and Strategy - **Commercial Excellence**: - Direct field force in 45 markets, combining sales with medical affairs and marketing for effective execution [15] - **Product Leadership**: - Simparica Trio leading in the parasiticide space, with high customer satisfaction [16] - **Dermatology Portfolio**: - Strong portfolio including Apoquel and Cytopoint, with plans for long-acting products [17][18] Financial Strategy - **Capital Allocation**: - Focus on innovation, disciplined capital allocation, and returning excess cash to shareholders through dividends and buybacks [24][25] - **Shareholder Returns**: - Over 125% of free cash flow returned to shareholders in the last three years, with a 13% CAGR in dividends [24] Challenges and Outlook - **Short-term Headwinds**: - Anticipated slowdown in companion animal growth due to price increases and macroeconomic factors [27][29] - **Long-term Confidence**: - Sustained growth expected from livestock and diagnostics, with a focus on executing commercial strategies [30][32] - **Future Growth Projections**: - Long-term growth expectations remain robust, supported by industry trends and Zoetis's innovation pipeline [35] Conclusion - **Zoetis's Position**: - Well-positioned to capitalize on the growing animal health market with a strong pipeline, innovative products, and a disciplined approach to capital allocation [26]