Earnings summaries and quarterly performance for Elanco Animal Health.
Executive leadership at Elanco Animal Health.
Jeffrey Simmons
Detailed
Chief Executive Officer
CEO
DK
David Kinard
Detailed
Executive Vice President, Human Resources, Corporate Communications and Administration
Ed
Ellen de Brabander
Detailed
Executive Vice President, Innovation and Regulatory Affairs
GM
Grace McArdle
Detailed
Executive Vice President, Manufacturing and Quality
JM
James Meer
Detailed
Senior Vice President, Chief Accounting Officer
JM
José Manuel Correia de Simas
Detailed
Executive Vice President, U.S. Farm Animal Business
RM
Rajeev Modi
Detailed
Executive Vice President, U.S. Pet Health and Global Digital Transformation
RC
Ramiro Cabral
Detailed
Executive Vice President and President, Elanco International
RV
Robert VanHimbergen
Detailed
Chief Financial Officer
SO
Shiv O'Neill
Detailed
Executive Vice President, General Counsel and Corporate Secretary
TB
Timothy Bettington
Detailed
Executive Vice President, Corporate Strategy and Market Development
Board of directors at Elanco Animal Health.
AG
Art Garcia
Detailed
Director
DK
Deborah Kochevar
Detailed
Director
DS
Denise Scots-Knight
Detailed
Director
KA
Kapila Anand
Detailed
Director
KM
Kirk McDonald
Detailed
Director
LK
Lawrence Kurzius
Detailed
Chairman of the Board
MH
Michael Harrington
Detailed
Director
PH
Paul Herendeen
Detailed
Director
RD
R. David Hoover
Detailed
Director
SM
Stacey Ma
Detailed
Director
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
BV
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
EW
Erin Wright
Morgan Stanley
4 questions for ELAN
Also covers: ALGN, BTSG, CAH +18 more
Jonathan Block
Stifel Financial Corp.
4 questions for ELAN
Also covers: ALGN, COO, CUTR +11 more
AZ
Andrea Zayco Narvaez Alfonso
UBS
3 questions for ELAN
Also covers: EVH, LFST, ZTS
Michael DiFiore
Evercore ISI
3 questions for ELAN
Also covers: AMGN, AMLX, BIIB +8 more
NT
Navann Ty
BNP Paribas S.A.
3 questions for ELAN
Also covers: COO, EOLS, HOLX +4 more
AA
Andrea Alfonso
UBS
2 questions for ELAN
Also covers: ZTS
Andrew Dusing
Cleveland Research
2 questions for ELAN
BP
Balaji Prasad
Barclays
2 questions for ELAN
Also covers: ALVO, AMRX, LGND +7 more
CS
Christopher Schott
JPMorgan Chase & Co.
2 questions for ELAN
Also covers: ABBV, AMGN, AMRX +15 more
David Westenberg
Piper Sandler
2 questions for ELAN
Also covers: ADPT, AKYA, BLLN +13 more
Ekaterina Pirogova
JPMorgan Chase & Co.
2 questions for ELAN
JB
Jon Block
Stifel, Nicolaus & Company, Incorporated
2 questions for ELAN
Also covers: COO, DXCM, NYXH +1 more
LB
Linda Bolduc
Morgan Stanley
2 questions for ELAN
Also covers: BTSG, PAHC
NT
Navann Ty Dietschi
BNP Paribas
2 questions for ELAN
Also covers: COO, EOLS, GEHC +6 more
UR
Umer Raffat
Evercore ISI
2 questions for ELAN
Also covers: ALKS, AMGN, BHC +15 more
EK
Ekaterina Knyazkova
Cantor Fitzgerald
1 question for ELAN
Also covers: AMPH, ANIP, PAHC
MC
Mike Curry
Evercore ISI
1 question for ELAN
Also covers: CAPC
RS
Ross Sparenblek
William Blair & Company
1 question for ELAN
Also covers: EPAC, JBT, KAI +7 more
Recent press releases and 8-K filings for ELAN.
Elanco outlines growth strategy, innovation pipeline, and financial targets at J.P. Morgan Healthcare Conference
ELAN
Guidance Update
Product Launch
New Projects/Investments
- Elanco reported mid-single-digit growth with nine consecutive quarters of growth, and committed to high single-digit EBITDA growth and low double-digit EPS growth starting in 2026.
- The company expects to generate approximately $1 billion of cash flow over the next three years and aims to reduce its leverage to under three times by 2027.
- Elanco is guiding $840 million to $880 million from its innovation basket in 2025, committing to another $250 million of growth in 2026, reaching $1.1 billion. The pipeline is valued at $2 billion, with a commitment to launch five to six blockbusters by the end of the decade.
- Key product highlights include Credelio Quattro, expected to be the biggest product in company history and launching internationally in 2026, and Zenrelia, which achieved 5% market share in the U.S. by Q3 2025 and is approved in over 40 countries. Bafrenna, a new derm product, is slated for launch in the first half of 2026.
- The Elanco Ascend program, a company-wide productivity initiative, is expected to achieve 30% of its benefits in 2026, with 75% of these benefits impacting gross margin.
5 days ago
Elanco Reaffirms 2025 Outlook and Outlines Long-Term Growth Strategy
ELAN
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Elanco projects ~$4.7 billion in annual revenue for 2025 with an expected 6-6.5% organic constant currency revenue growth for 2025 , and anticipates mid-single-digit (MSD%) organic constant currency revenue growth and high-single-digit (HSD%) adjusted EBITDA growth starting in 2026.
- The company's innovation pipeline is expected to generate $840-$880 million in revenue in 2025 and $1.1 billion in 2026 , with 5-6 potential blockbuster approvals anticipated between 2026 and 2031, offering over $2 billion in peak sales potential.
- Elanco aims to generate over $1 billion in free cash flow from 2026-2028 and expects to reduce its adjusted net leverage ratio to below 3x in 2027, with a long-term target of 2.0x-2.5x.
- The "Elanco Ascend" program is projected to deliver $200-$250 million in adjusted EBITDA savings by 2030 , including ~$25 million in savings in 2026 and ~$60 million in 2027.
5 days ago
Elanco Reaffirms 2026 Financial Algorithm and Highlights Innovation Pipeline
ELAN
Guidance Update
New Projects/Investments
Product Launch
- Elanco reaffirms its financial algorithm for 2026, targeting mid-single-digit top-line growth, high single-digit EBITDA growth, and low double-digit EPS growth.
- The company expects to generate approximately $1 billion of cash flow over the next three years and aims to reduce its leverage to under three times by 2027.
- Innovation is a key driver, with a basket of products expected to contribute $1.1 billion in 2026, and a refilled pipeline valued at $2 billion with commitments for five to six blockbusters by the end of the decade.
- The Elanco Ascend productivity initiative is projected to deliver 30% of its benefits in 2026, primarily through operations and procurement, improving gross margins and reducing G&A.
- Elanco anticipates taking more than 2% price increases in 2026 and beyond, with U.S. pet pricing being the highest in five years, ranging from 5%-8%.
5 days ago
Elanco Outlines Growth Strategy and Financial Targets at J.P. Morgan Conference
ELAN
Guidance Update
Product Launch
New Projects/Investments
- Elanco projects mid-single-digit top-line growth, high single-digit EBITDA growth, and low double-digit EPS growth starting in 2026.
- The company expects to generate approximately $1 billion of cash flow over the next three years and aims to reduce leverage to below three times by 2027.
- Elanco's innovation pipeline is valued at $2 billion, with a commitment to launch five to six blockbusters by the end of the decade, building on $1.1 billion in sales from current innovation by 2026.
- Key product updates include Zenrelia reaching 5% U.S. market share by Q3 2025 and over 20% in international markets, with the new derm product Bafrenna scheduled for launch in the first half of 2026.
- The Elanco Ascend productivity initiative is set to achieve 30% of its benefits in 2026, primarily impacting gross margins, and the company plans its highest U.S. pet pricing in five years for 2026.
5 days ago
Elanco Animal Health Provides Financial Outlook and Strategic Updates
ELAN
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Elanco Animal Health Incorporated is scheduled to present at the 44th Annual J.P. Morgan Healthcare Conference on January 13, 2026.
- The company projects MSD% organic constant currency revenue growth starting in 2025, with innovation revenue expected to reach $1.1 billion in 2026.
- Elanco anticipates adjusted EBITDA margin expansion beginning in 2026, targeting 200-350 basis points by 2028, and expects $1 billion+ in free cash flow for 2026-2028.
- The company aims for rapid deleveraging, with the net leverage ratio expected to be below 3x in 2027 and moving towards 2.0x-2.5x.
- The "Elanco Ascend" program is projected to generate $200-$250 million in adjusted EBITDA savings by 2030.
7 days ago
Elanco Gains USDA Approval for Canine Dermatitis Treatment
ELAN
Product Launch
New Projects/Investments
Layoffs
- Elanco Animal Health received USDA approval for Befrena (tirnovetmab), a monoclonal antibody injection to treat canine allergic and atopic dermatitis, with a U.S. launch planned for the first half of 2026.
- Befrena targets an estimated $1.3 billion U.S. canine dermatology market and offers a differentiated 6–8 week dosing interval compared to some competitors.
- This approval is Elanco’s second recent canine dermatology approval and reflects a broader industry shift toward antibody-based therapies.
- The approval comes as Elanco pursues strategic cost reductions, including workforce actions aimed at up to $250 million in savings by 2030, against a backdrop of approximately $4.6 billion in revenue and modest profit margins.
Dec 31, 2025, 7:09 PM
Elanco Receives USDA Approval for New Canine Dermatology Product
ELAN
Product Launch
New Projects/Investments
- Elanco Animal Health has received USDA approval for Befrena™ (tirnovetmab), a new anti-IL31 monoclonal antibody injection targeting canine allergic and atopic dermatitis.
- This approval marks Elanco's second dermatology product approval in less than 18 months, reinforcing its leadership in the estimated $1.3 billion U.S. canine dermatology market.
- Befrena offers a dosing interval of 6 to 8 weeks post-treatment, which contrasts with the 4 to 8 weeks of a current market competitor.
- Elanco expects to launch Befrena in the first half of 2026.
Dec 31, 2025, 7:00 PM
Elanco Outlines Three-Year Financial Outlook and Product Pipeline at Investor Day
ELAN
Guidance Update
Product Launch
New Projects/Investments
- Elanco projects mid-single-digit constant currency revenue growth, high single-digit EBITDA growth, and low double-digit EPS growth for the next three years, including 2026. The company also expects to generate over $1 billion in free cash flow in the next three years and achieve a net leverage ratio below three times by 2027.
- The company announced a restructuring initiative expected to result in $200-$300 million of gross margin improvement and $50-$100 million in OPEX savings over the next five years, contributing to $200-$250 million of net EBITDA by 2030.
- Elanco is optimistic about the approval of Bafrenna, an IL-31 monoclonal antibody, by the end of 2025 for a first-half 2026 launch. Its differentiated JAK inhibitor, Zenrelia, launched in September 2024, is exceeding expectations and has achieved over 5% patient share in October.
- The company sees the pet market growing to $24 billion by 2030 and the farm animal market to $27 billion.
Dec 9, 2025, 2:00 PM
Elanco Outlines Growth, Innovation, and Financial Targets at Investor Day
ELAN
Guidance Update
New Projects/Investments
Layoffs
- Elanco projects significant growth from its innovation pipeline, with $1.1 billion in revenue expected from its "Big Six" products in 2026, and these products are anticipated to double in size by 2028. Additionally, five to six potential blockbusters are expected between 2026 and 2031, with a combined peak sales potential of over $2 billion.
- The company is committed to financial improvements, targeting high single-digit adjusted EBITDA constant currency revenue growth starting in 2026 and $1 billion of cash flow creation over the next three years.
- Elanco aims to strengthen its balance sheet by reducing net leverage to below three times by 2027, from the current 3.7-3.8 times.
- The "Elanco Ascend" program is expected to deliver $200-$250 million of net EBITDA savings by 2030 and contribute to 200-350 basis points of margin enhancements by 2028. This includes a restructuring initiative that will eliminate 600 roles and generate $25 million in savings in 2026, increasing to $60 million in 2027 and beyond.
Dec 9, 2025, 2:00 PM
Elanco Animal Health Announces Restructuring and Long-Term Financial Outlook
ELAN
Layoffs
Guidance Update
New Projects/Investments
- Elanco Animal Health Incorporated authorized a restructuring plan on December 5, 2025, which includes a global headcount reduction of approximately 300 employees and an additional 300 positions being replaced. This plan is expected to result in approximately $175 million in pretax charges, with $130 million being cash-based costs.
- The company provided a new three-year financial outlook, starting in 2026, forecasting mid-single digit organic constant currency revenue growth, high single digit adjusted EBITDA growth, and low double digit adjusted EPS growth.
- Elanco anticipates its innovation efforts will generate approximately $1.1 billion in revenue in 2026 and aims to double revenue from its 'Big 6' blockbuster potential products by 2028.
- The company reaffirmed its Q4 and full year 2025 revenue and adjusted earnings guidance, as provided on November 5, 2025, noting that reported net loss and net loss per share will be affected by the restructuring charges.
Dec 9, 2025, 12:45 PM
Quarterly earnings call transcripts for Elanco Animal Health.
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