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
8 questions for ELAN
Also covers: A, ALGN, AVTR +29 more
BV
Brandon Vazquez
William Blair & Company, L.L.C.
6 questions for ELAN
Also covers: ALGN, CBLL, CVRX +17 more
Daniel Clark
Leerink Partners
6 questions for ELAN
Also covers: CERT, IDXX, IQV +6 more
EW
Erin Wright
Morgan Stanley
6 questions for ELAN
Also covers: ALGN, BTSG, CAH +19 more
Jonathan Block
Stifel Financial Corp.
6 questions for ELAN
Also covers: ALGN, COO, CUTR +12 more
NT
Navann Ty
BNP Paribas S.A.
5 questions for ELAN
Also covers: COO, EOLS, HOLX +4 more
UR
Umer Raffat
Evercore ISI
4 questions for ELAN
Also covers: ALKS, AMGN, BHC +15 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 +9 more
AA
Andrea Alfonso
UBS
2 questions for ELAN
Also covers: IDXX, 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
Chris Schott
JPMorgan Chase & Company
2 questions for ELAN
Also covers: ABBV, AMGN, AMRX +11 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 +14 more
Ekaterina Pirogova
JPMorgan Chase & Co.
2 questions for ELAN
JB
Jon Block
Stifel, Nicolaus & Company, Incorporated
2 questions for ELAN
Also covers: ALGN, BBNX, COO +8 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
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, FSS, JBT +9 more
Recent press releases and 8-K filings for ELAN.
Elanco Animal Health Discusses Strong Q4 2025 Results, 2026 Guidance, and Strategic Growth Initiatives
ELAN
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Elanco reported 9% growth in Q4 2025, with innovation revenue reaching $892 million in 2025, and provided 2026 guidance for mid-single-digit top-line growth, high-single-digit EBITDA growth, and low-double-digit EPS growth.
- The company increased its 2026 revenue expectation from its basket of innovation to $1.15 billion, up from $1.1 billion, highlighting the strong performance of products like Quattro, which achieved blockbuster status in 8 months.
- Elanco is in active discussions with the FDA for Zenrelia label enhancements, noting its use in 40 countries with a clean label and by over 1 million dogs worldwide.
- Strategic initiatives include Elanco Ascend, expected to deliver $200 million-$250 million in EBITDA improvement by 2030, with 75% from gross margin and 25% from OpEx, and leveraging AI for cost savings and R&D.
- The company plans to reduce leverage to the low 3s by end of 2026 and below 3x in 2027, with a long-term target of 2.0 to 2.5x, which is expected to enable future shareholder returns.
2 days ago
Elanco Animal Health Discusses Q4 2025 Results, 2026 Guidance, and Strategic Initiatives
ELAN
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Elanco reported 9% growth in Q4 2025, with its innovation basket generating $892 million in revenue for the year, and ended 2025 with leverage at 3.6 times.
- For 2026, the company projects mid-single-digit top line growth, high-single-digit EBITDA growth, and low-double-digit EPS growth, aiming to reduce leverage to the low 3s. The innovation basket revenue target for 2026 was raised to $1.15 billion.
- Key products like Credelio Quattro achieved blockbuster status in 8 months, the fastest for an Elanco pet health product, while Zenrelia shows reorder rates north of 80% in approximately half of US vet clinics. The company expects limited impact from generic competition on its Seresto brand, whose US patent extends through Q3 2027.
- The Elanco Ascend program is anticipated to contribute $200 million-$250 million of EBITDA improvement by 2030, with 75% from gross margin and 25% from OpEx. The company targets a long-term leverage of 2.0 to 2.5x, expecting to achieve below 3x in 2027.
2 days ago
Elanco Animal Health discusses Q4 2025 results, 2026 guidance, and product strategy
ELAN
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Elanco reported 9% growth in Q4 2025, with its innovation basket contributing $892 million in revenue for the year, and ended 2025 with leverage at 3.6 times.
- For 2026, the company provided guidance for mid-single-digit top-line growth, high-single-digit EBITDA growth, and low-double-digit EPS growth, with plans to reduce leverage to the low 3s.
- The innovation basket, featuring products like Quattro and Zenrelia, is now projected to generate $1.15 billion in revenue for 2026, an increase from previous expectations, and carries a higher margin profile.
- Elanco's Seresto brand, with sales split 50% US and 50% OUS, has US patent protection until Q3 2027, and the company anticipates limited generic impact, which is factored into its 2026 guidance.
- The Elanco Ascend program is expected to deliver $200 million-$250 million in EBITDA improvement by 2030, with 75% of savings from gross margin and 25% from OpEx.
2 days ago
Elanco Animal Health Reports Strong Q4 2025 Performance and Provides 2026 Guidance
ELAN
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Elanco reported above-expectation Q4 2025 results for adjusted EBITDA, revenue, and EPS. The company provided initial fiscal 2026 guidance in line with Investor Day targets, projecting mid-single-digit top-line growth, high single-digit EBITDA growth, and low double-digit EPS growth, with an expectation to delever to the low threes by year-end 2026.
- The company highlighted strong performance from its innovation basket, including Zenrelia which is exceeding international launch expectations with 40% market share in Brazil and 30% in Japan, and Credelio Quatro which achieved $358 million in revenue in 2025. A Q2 2026 phased launch is planned for Befrena.
- Elanco anticipates price acceleration in 2026 from the 2% seen in 2025, driven by new product launches and a strategy to price for value based on efficacy.
- The company expects EBITDA margins to improve 200 to 350 basis points by 2028, supported by the Elanco Ascend program, which is projected to generate $200 million-$250 million of net EBITDA improvement over five years, with 75% from gross margin and 25% from OpEx.
6 days ago
Elanco Animal Health Discusses 2026 Guidance and Innovation Portfolio
ELAN
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Elanco reported above-expectation results for 2025 in adjusted EBITDA, revenue, and EPS, driven by strong growth across international, U.S., pet, and farm segments, underpinned by innovation.
- The company provided 2026 guidance projecting mid-single-digit top-line growth, high single-digit EBITDA growth, and low double-digit EPS growth, with an expectation to delever to low threes by year-end.
- Key innovation products, including Zenrelia (dermatology), Befrena (dermatology), and Quatro (parasiticide), are significant growth drivers; Zenrelia is showing strong international uptake, and the Credelio line (including Quatro) achieved $358 million in 2025 sales. Befrena is slated for a Q2 2026 launch.
- Elanco's Ascend program is focused on operational excellence, aiming to improve EBITDA margins by 200 to 350 basis points by 2028 and generate $200 million-$250 million in net EBITDA improvement over five years.
- The company anticipates price acceleration in 2026, having implemented the highest pricing in U.S. vet clinics in five years, attributing success to product efficacy rather than price competition.
6 days ago
Elanco Animal Health Discusses Strong 2025 Performance and 2026 Outlook
ELAN
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Elanco reported 4Q 2025 results that were above expectations for Adjusted EBITDA, revenue, and EPS, and provided initial fiscal 2026 guidance targeting mid-single-digit top-line growth, high single-digit EBITDA growth, and low double-digit EPS growth.
- The company raised its innovation revenue target to $1.15 billion and expects to delever to the low threes by the end of 2026.
- Zenrelia is demonstrating strong momentum, with international launches exceeding expectations (e.g., 40% market share in Brazil, 30% in Japan), and the company is increasing investment in the product.
- Credelio QUATTRO was Elanco's fastest-growing product in 2025, achieving blockbuster status and contributing to the Credelio line's $358 million in revenue.
- Elanco anticipates Befreba (for derm) to launch in Q2 2026 and expects EBITDA margins to improve by 200 to 350 basis points by 2028 through volume leverage, mix benefits, and the Elanco Ascend program.
6 days ago
Elanco Animal Health Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
ELAN
Earnings
Guidance Update
M&A
- Elanco Animal Health delivered strong Q4 2025 results, with 9% organic constant currency revenue growth and $1.14 billion in revenue, outperforming guidance for revenue, Adjusted EBITDA, and Adjusted EPS. For the full year 2025, organic constant currency revenue growth was 7%, with total revenue reaching $4.715 billion.
- Innovation revenue was a significant driver, totaling $892 million in 2025, and the company raised its 2026 outlook for innovation revenue to $1.15 billion.
- The company provided 2026 full-year guidance, projecting organic constant currency revenue growth of 4%-6%, Adjusted EBITDA between $955 million and $985 million, and Adjusted EPS of $1.00-$1.06.
- Elanco improved its net leverage ratio to 3.6x by year-end 2025, faster than planned, and expects to further reduce it to 3.1x-3.3x by the end of 2026.
- Growth in Q4 2025 was led by U.S. Farm Animal, up 17%, and U.S. Pet Health, up 10%, driven by key products like Credelio Quattro and Zenrelia. Elanco also signed an agreement to acquire AHV International.
Feb 24, 2026, 1:00 PM
Elanco Exceeds Q4 and Full Year 2025 Expectations, Provides Strong 2026 Guidance
ELAN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Elanco exceeded its Q4 2025 guidance for revenue, Adjusted EBITDA, and Adjusted EPS, reporting 9% organic constant currency (CC) revenue growth.
- For the full year 2025, the company achieved revenue of $4,715 million, Adjusted EBITDA of $901 million, and Adjusted Diluted EPS of $0.94, surpassing its previous guidance.
- The company issued full year 2026 guidance, projecting revenue between $4,950 million and $5,020 million (4%-6% organic CC growth), Adjusted EBITDA of $955 million to $985 million (8% growth at midpoint), and Adjusted Diluted EPS of $1.00 to $1.06 (10% growth at midpoint).
- Innovation revenue reached $892 million in 2025 and is targeted to grow to $1.15 billion in 2026; Elanco also reduced its net leverage ratio to 3.6x by year-end 2025, ahead of schedule.
Feb 24, 2026, 1:00 PM
Elanco Reports Strong Q4 and Full-Year 2025 Results, Issues 2026 Guidance
ELAN
Earnings
Guidance Update
New Projects/Investments
- Elanco delivered a strong Q4 2025 with 9% organic constant currency revenue growth and full-year 2025 organic constant currency revenue growth of 7%, outperforming guidance for revenue, Adjusted EBITDA, and Adjusted EPS.
- Innovation revenue reached $892 million in 2025 and the company raised its 2026 outlook to $1.15 billion, driven by key products like Credelio Quattro and Zenrelia.
- For full-year 2026, Elanco provided guidance for organic constant currency revenue growth of 4%-6% (translating to $4.95 billion-$5.02 billion), Adjusted EBITDA of $955 million-$985 million, and Adjusted EPS of $1.00-$1.06.
- The company improved its net leverage ratio to 3.6 times at year-end 2025, faster than planned, and expects to reach 3.1-3.3 times by year-end 2026.
- Elanco is expanding its portfolio through the acquisition of AHV International and anticipates accelerated pricing in 2026, including the largest increase to U.S. vet clinics in five years.
Feb 24, 2026, 1:00 PM
Elanco Animal Health Reports Strong Q4 and Full-Year 2025 Results, Issues 2026 Guidance
ELAN
Earnings
Guidance Update
Product Launch
- Elanco Animal Health reported strong Q4 2025 organic constant currency revenue growth of 9% and full-year 2025 organic constant currency revenue growth of 7%.
- For the full year 2025, the company achieved $4.715 billion in reported revenue, $901 million in Adjusted EBITDA, and $0.94 in Adjusted EPS.
- Innovation revenue reached $892 million in 2025 and is projected to grow to $1.15 billion in 2026.
- The company issued 2026 guidance, expecting 4%-6% organic constant currency revenue growth, $955 million-$985 million in Adjusted EBITDA, and $1.00-$1.06 in Adjusted EPS.
- Net leverage improved to 3.6 times at year-end 2025, with a target of 3.1-3.3 times by year-end 2026.
Feb 24, 2026, 1:00 PM
Quarterly earnings call transcripts for Elanco Animal Health.
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