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Elanco Animal Health (ELAN)

Elanco Animal Health Incorporated (ELAN) is a global leader in the animal health industry, dedicated to innovating and delivering products and services to prevent and treat diseases in both farm animals and pets. The company offers a diverse portfolio of approximately 200 brands, marketed globally to enhance the health and wellbeing of animals. Elanco's operations focus on providing solutions for pet health and farm animal health, with a strong emphasis on sustainability and food safety .

  1. Pet Health - Offers parasiticides, vaccines, and therapeutics for pets, including products like the Advantage Family, Seresto, and Credelio Family, aimed at protecting pets from parasites and treating various health conditions .

    • Advantage Family - Provides flea and tick prevention solutions for pets.
    • Seresto - Delivers long-lasting flea and tick protection through a collar format.
    • Credelio Family - Offers oral treatments for flea and tick infestations.
  2. Farm Animal - Focuses on products for cattle, swine, poultry, and aquaculture, enhancing efficiency, disease prevention, and sustainability with key products like Rumensin and Baytril .

    • Rumensin - Improves feed efficiency and growth in cattle.
    • Baytril - Provides antimicrobial solutions for various farm animals.
  3. Contract Manufacturing - Manufactures products on behalf of third parties, supporting the production needs of other companies within the animal health industry .

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NamePositionExternal RolesShort Bio

Jeffrey N. Simmons

ExecutiveBoard

President and Chief Executive Officer

None

CEO of Elanco since its IPO, leading the company’s strategy and operations. No external roles mentioned.

View Report →

James M. Meer

Executive

Senior Vice President, Chief Accounting Officer

None

Joined Elanco in 2018, previously CFO at Healthx, Inc., and held senior roles at Appirio and Salesforce.

Shiv O’Neill

Executive

Executive Vice President, General Counsel and Corporate Secretary

None

Oversees legal, compliance, and ESG matters. Previously held legal roles at Cummins Inc. and Baker & Daniels LLP.

Todd S. Young

Executive

Executive Vice President and CFO

None

CFO since 2018, overseeing financial operations, IT, and transformation initiatives. Previously CFO at ACADIA Pharmaceuticals.

Art Garcia

Board

Independent Director

Director at Raymond James, AEP, and ABM Industries

Former CFO of Ryder System, with expertise in finance and business integration.

Craig Wallace

Board

Independent Director

President of C.S. Wallace Investments; Board Member at 1C and KeraVet Bio

Nearly 35 years in animal health, including leadership roles at Ceva Santé Animale and Trupanion.

Deborah Kochevar

Board

Independent Director

Board Member at Charles River Laboratories; Senior Fellow at Tufts University

Chair of Elanco’s Innovation, Science, and Technology Committee. Extensive academic and veterinary medicine background.

Denise Scots-Knight

Board

Independent Director

CEO and Director at Mereo BioPharma Group

Co-founder of Mereo BioPharma, with extensive experience in biopharma and oncology.

Kathy Turner

Board

Independent Director

Board Member at Veterinarians Without Borders

Former Chief Marketing Officer at IDEXX Laboratories. Extensive experience in animal health and diagnostics.

Kirk McDonald

Board

Independent Director

Board Member at Ziff Davis

Former CEO of GroupM North America. Expertise in marketing, digital, and technology.

Lawrence Kurzius

Board

Chairman of the Board

Executive Chairman at McCormick & Co.; Board Member at The Cooper Companies

Chairman of Elanco since 2024, with extensive experience in consumer goods and governance. Former CEO of McCormick.

R. David Hoover

Board

Independent Director

None

Former Chairman of Elanco (2018–2024). Previously CEO of Ball Corporation.

Stacey Ma

Board

Independent Director

EVP at Gilead Sciences; Associate Director at CASSS

Recognized leader in biopharma development and manufacturing. Named a Top 20 Women Leader in Biopharma R&D.

William Doyle

Board

Independent Director

Executive Chairman at Novocure; Director at ProKidney Corp.

Expertise in finance, strategy, and innovation. Former Director at Zoetis.

  1. Despite your expanded portfolio with products like Zenrelia and Credelio Quattro, competitive pressures in U.S. pet health vet clinics remain a significant headwind. Can you specify which areas you're still at a competitive disadvantage and how you plan to address these challenges?

  2. With Zenrelia's launch, have you identified a percentage of veterinary practices that consider the product label a "nonstarter"? How are you mitigating concerns among these practices to drive adoption in line with your expectations?

  3. Experior is expected to surpass $100 million in global sales this year. Can you quantify its current market penetration and elaborate on its long-term growth potential, especially with the recent Heifer clearances?

  4. As you introduce Credelio Quattro, how do you anticipate managing potential cannibalization of your existing Credelio user base versus capturing new market share? At what point do you expect Credelio Quattro to become accretive?

  5. Given your projection of mid-single-digit revenue growth but only low single-digit adjusted EBITDA growth in 2025, can you elaborate on the factors hindering operating leverage next year and your strategy for driving margin expansion in 2026 and beyond?

Research analysts who have asked questions during Elanco Animal Health earnings calls.

Michael Ryskin

Bank of America Merrill Lynch

6 questions for ELAN

Also covers: A, ALGN, AVTR +28 more

Brandon Vazquez

William Blair & Company, L.L.C.

4 questions for ELAN

Also covers: ALGN, CBLL, CVRX +16 more

Daniel Clark

Leerink Partners

4 questions for ELAN

Also covers: CERT, IDXX, IQV +3 more

Jonathan Block

Stifel Financial Corp.

4 questions for ELAN

Also covers: ALGN, COO, CUTR +11 more

Andrea Zayco Narvaez Alfonso

UBS

3 questions for ELAN

Also covers: EVH, LFST, ZTS

Erin Wilson Wright

Morgan Stanley

3 questions for ELAN

Also covers: ALGN, CAH, CI +14 more

Michael DiFiore

Evercore ISI

3 questions for ELAN

Also covers: AMGN, AMLX, BIIB +8 more

Navann Ty

BNP Paribas S.A.

3 questions for ELAN

Also covers: COO, EOLS, HOLX +4 more

Andrea Alfonso

UBS

2 questions for ELAN

Also covers: ZTS

Andrew Dusing

Cleveland Research

2 questions for ELAN

Balaji Prasad

Barclays

2 questions for ELAN

Also covers: ALVO, AMRX, LGND +7 more

Christopher Schott

JPMorgan Chase & Co.

2 questions for ELAN

Also covers: ABBV, AMGN, AMRX +13 more

David Westenberg

Piper Sandler

2 questions for ELAN

Also covers: ADPT, AKYA, CTKB +12 more

Ekaterina

JPMorgan Chase & Co.

2 questions for ELAN

Jon Block

Stifel, Nicolaus & Company, Incorporated

2 questions for ELAN

Also covers: DXCM, NYXH, ZTS

Linda Bolduc

Morgan Stanley

2 questions for ELAN

Also covers: BTSG, PAHC

Navann Ty Dietschi

BNP Paribas

2 questions for ELAN

Also covers: COO, EOLS, GEHC +6 more

Umer Raffat

Evercore ISI

2 questions for ELAN

Also covers: ALKS, AMGN, BHC +15 more

Ekaterina Knyazkova

Cantor Fitzgerald

1 question for ELAN

Also covers: AMPH, ANIP, PAHC

Erin Wright

Morgan Stanley

1 question for ELAN

Also covers: ALGN, BTSG, CAH +17 more

Mike Curry

Evercore ISI

1 question for ELAN

Also covers: CAPC

Ross Sparenblek

William Blair & Company

1 question for ELAN

Also covers: EPAC, JBT, KAI +7 more

Notable M&A activity and strategic investments in the past 3 years.

CompanyYearDetails

TriRx Speke Ltd.

2024

Elanco acquired the TriRx Speke facility for $25 million in cash on November 15, 2024, to secure a critical manufacturing site that contributes approximately $160–$180 million in annual farm animal revenue; the deal included interim funding during administration and long-term supply chain continuity provisions.

NutriQuest LLC

2023

Elanco’s acquisition of NutriQuest LLC involved a total purchase consideration of $58 million, including $16 million in upfront cash, $5 million deferred, and a contingent payment structure of up to $85 million, aimed at bolstering its product pipeline and innovation revenue through key marketed and intangible assets.

NutriQuest Brazil

2023

The acquisition of NutriQuest Brazil closed on August 1, 2023, for a total of $19 million (with $3 million cash at closing and $16 million payable through 2026, subject to conditions), securing inventory and distribution rights alongside preliminary purchase price allocations and amortization of intangible assets over nine years.

KindredBio

2021

Elanco completed the KindredBio acquisition for approximately $444 million (at $9.25 per share) on August 27, 2021, strategically enhancing its pet health portfolio—especially in dermatology—with a promising pipeline of biologics and monoclonal antibodies, including a canine parvovirus treatment expected to drive long-term revenue growth.

Recent press releases and 8-K filings for ELAN.

Elanco Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ELAN
Earnings
Guidance Update
Product Launch
  • Elanco reported strong Q3 2025 results, with 9% organic constant currency revenue growth, $1.137 billion in revenue, $198 million in adjusted EBITDA, and $0.19 in adjusted EPS.
  • The company raised its full-year 2025 guidance, now expecting organic constant currency growth of 6%-6.5%, adjusted EBITDA of $880 million-$900 million, and adjusted EPS of $0.91-$0.94.
  • Innovation revenue year-to-date reached $655 million, with full-year expectations raised to $840 million-$880 million; Credelio Quattro achieved blockbuster status with $100 million in net sales in less than eight months.
  • The net leverage ratio improved to 3.7x at quarter-end, and Elanco refinanced its $2.1 billion term loan B facility, extending maturities through 2032.
4 days ago
Elanco Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ELAN
Earnings
Guidance Update
Product Launch
  • Elanco reported strong Q3 2025 results, with 9% organic constant currency revenue growth to $1.137 billion, adjusted EBITDA of $198 million, and adjusted EPS of $0.19.
  • The company raised its full-year 2025 guidance, now anticipating organic constant currency revenue growth of 6-6.5%, adjusted EBITDA of $880 million-$900 million, and adjusted EPS of $0.91-$0.94.
  • Innovation revenue year-to-date reached $655 million, with the full-year expectation raised to $840 million-$880 million. Credelio Quattro achieved $100 million in net sales in less than eight months, and Experior grew 70% in Q3.
  • Elanco improved its net leverage ratio to 3.7 times at quarter end and refinanced its $2.1 billion term loan B facility, extending maturities through 2032.
4 days ago
Elanco Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ELAN
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Elanco reported strong Q3 2025 results, with 9% organic constant currency growth and $1.137 billion in revenue, exceeding guidance for revenue, adjusted EBITDA, and adjusted EPS.
  • The company raised its full-year 2025 outlook, now projecting organic constant currency growth of 6-6.5%, adjusted EBITDA of $880-$900 million, and adjusted EPS of $0.91-$0.94.
  • Full-year innovation revenue guidance was increased by $100 million at the midpoint to $840 million-$880 million, with Credelio Quattro reaching $100 million in net sales year-to-date through September.
  • Elanco improved its net leverage ratio to 3.7 times at quarter end and refinanced its $2.1 billion term loan B facility, extending maturities through 2032.
  • For 2026, the company expects margin expansion from the Elanco Ascend program and aims for a net leverage ratio under 3x longer term, despite an anticipated $15 million increase in interest expense.
4 days ago
Elanco Animal Health Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ELAN
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Elanco Animal Health reported strong Q3 2025 results, with revenue of $1,137 million, Adjusted EBITDA of $198 million, and Adjusted Diluted EPS of $0.19, all exceeding guidance ranges. The company achieved 9% organic constant currency revenue growth.
  • The company raised its full-year 2025 guidance, now expecting revenue between $4,645 million and $4,670 million, Adjusted EBITDA between $880 million and $900 million, and Adjusted Diluted EPS between $0.91 and $0.94.
  • Year-to-date innovation revenue contribution reached $655 million, with the 2025 target raised to $840-$880 million.
  • Elanco achieved a quarter-end net leverage ratio of 3.7x and improved its year-end target to 3.7x-3.8x, also successfully refinancing its 2027 Term Loan B.
4 days ago
Elanco Animal Health Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ELAN
Earnings
Guidance Update
Product Launch
  • Elanco Animal Health reported strong third quarter 2025 results, with revenue of $1,137 million, a 10% increase year-over-year, and Adjusted EPS of $0.19.
  • The company raised its full-year 2025 revenue guidance to $4,645 million to $4,670 million and its Adjusted EPS guidance to $0.91 to $0.94.
  • Elanco also improved its 2025 year-end net leverage ratio target to 3.7x to 3.8x and successfully completed the refinancing of its $2.1 billion Term Loan B debt facility.
  • Growth was driven by new products, with Credelio Quattro achieving $100 million in net sales in under eight months, and Experior and AdTab showing significant Q3 sales increases of approximately 70% and over 25% year-over-year, respectively.
4 days ago
Elanco Animal Health Reports Strong Q3 2025 Results and Raises Full-Year Outlook
ELAN
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Elanco Animal Health reported Q3 2025 revenue of $1,137 million, an increase of 10% year-over-year, with 9% organic constant currency growth.
  • For Q3 2025, the company posted an Adjusted Net Income of $94 million and Adjusted EPS of $0.19.
  • Elanco raised its full-year 2025 revenue guidance to $4,645 million to $4,670 million and its Adjusted EBITDA guidance to $880 million to $900 million.
  • The company improved its 2025 year-end net leverage ratio target to 3.7x to 3.8x, having already achieved 3.7x as of September 30, 2025.
4 days ago
Elanco Animal Health Amends Credit Agreement and Secures New Loan Commitments
ELAN
Debt Issuance
New Projects/Investments
  • Elanco Animal Health Incorporated executed Amendment No. 3 to its Credit Agreement on October 31, 2025, to refinance existing term loans.
  • This amendment includes new commitments of $1,100,000,000 for 2025 Refinancing TLB Loans, €400,000,000.00 for 2025 Euro TLA Commitments, and $540,000,000 for 2025 Farm Credit Term Loan Commitments.
  • The Credit Agreement also modified investment limitations, increasing the aggregate outstanding amount for general investments to the greater of $600,000,000 and 0.60 times EBITDA (previously 0.50 times EBITDA), and for joint venture investments to the greater of $180,000,000 and 0.21 times EBITDA (previously 0.15 times EBITDA).
6 days ago
Elanco Announces Label Expansion for Credelio Quattro and Credelio
ELAN
Product Launch
New Projects/Investments
  • Elanco Animal Health announced on October 27, 2025, that the FDA approved expanded labels for its canine parasiticides, Credelio Quattro and Credelio.
  • The expanded labels now include prevention of Lyme disease as a direct result of killing black-legged ticks and treatment and control of longhorned tick infestations.
  • This expansion addresses a growing market need, with over 422,000 cases of Lyme disease in dogs recorded so far this year, surpassing the total for all of 2019, and the longhorned tick rapidly spreading across 22 states.
Oct 27, 2025, 10:27 AM
Elanco Receives FDA Emergency Use Authorization for Dog Screwworm Treatment
ELAN
Product Launch
  • Elanco Animal Health has received the first-ever Emergency Use Authorization (EUA) from the U.S. FDA for its Credelio tablets to treat New World screwworm infestations in dogs.
  • This authorization addresses a re-emerging threat, as the screwworm parasite, previously eradicated from the U.S., has been detected near the southern border.
  • Credelio, an existing flea and tick control drug, demonstrated 100% efficacy in clearing screwworm larvae within 24 hours in a small study, though the authorization is temporary and potential side effects include tremors and seizures.
Oct 25, 2025, 1:24 AM
Elanco Receives FDA Emergency Use Authorization for Credelio in Dogs
ELAN
Product Launch
New Projects/Investments
  • Elanco Animal Health has secured the first-ever FDA Emergency Use Authorization (EUA) for its product Credelio™ (lotilaner) to treat New World screwworm (NWS) infestations in dogs.
  • This authorization provides a critical, ready-now treatment option for veterinarians and pet owners, as NWS cases have been confirmed less than 70 miles south of the U.S.-Mexico border.
  • The EUA is supported by a study demonstrating 100% efficacy of Credelio against NWS larvae within 24 hours in naturally infested dogs.
  • While Credelio is not specifically approved for NWS treatment, it is approved for other uses like flea and tick control, which is important for preventing NWS infestations.
Oct 24, 2025, 8:55 PM