Earnings summaries and quarterly performance for Zoetis.
Executive leadership at Zoetis.
Kristin Peck
Detailed
Chief Executive Officer
CEO
Jamie Brannan
Executive Vice President and Chief Commercial Officer
Robert Polzer
Executive Vice President and President, Research and Development
Roxanne Lagano
Executive Vice President, General Counsel and Corporate Secretary
Wetteny Joseph
Executive Vice President and Chief Financial Officer
Board of directors at Zoetis.
Antoinette Leatherberry
Detailed
Director
Frank D'Amelio
Detailed
Director
Gavin Hattersley
Detailed
Director
Gregory Norden
Detailed
Director
Louise Parent
Detailed
Director
Mark Stetter
Detailed
Director
Michael McCallister
Detailed
Chair of the Board
Paul Bisaro
Detailed
Director
Sanjay Khosla
Detailed
Director
Stephanie Tilenius
Detailed
Director
Vanessa Broadhurst
Detailed
Director
Willie Reed
Detailed
Director
Research analysts who have asked questions during Zoetis earnings calls.
Christopher Schott
JPMorgan Chase & Co.
5 questions for ZTS
Also covers: ABBV, AMGN, AMRX +15 more
Erin Wright
Morgan Stanley
5 questions for ZTS
Also covers: ALGN, BTSG, CAH +18 more
Brandon Vazquez
William Blair & Company, L.L.C.
4 questions for ZTS
Also covers: ALGN, CBLL, CVRX +16 more
Jonathan Block
Stifel Financial Corp.
4 questions for ZTS
Also covers: ALGN, COO, CUTR +11 more
Michael Ryskin
Bank of America Merrill Lynch
4 questions for ZTS
Also covers: A, ALGN, AVTR +28 more
Navann Ty
BNP Paribas S.A.
4 questions for ZTS
Also covers: COO, ELAN, EOLS +4 more
Christopher LoBianco
TD Cowen
3 questions for ZTS
Also covers: NVAX
Daniel Clark
Leerink Partners
3 questions for ZTS
Also covers: CERT, ELAN, IDXX +3 more
David Westenberg
Piper Sandler
3 questions for ZTS
Also covers: ADPT, AKYA, CTKB +12 more
Andrea Alfonso
UBS
2 questions for ZTS
Also covers: ELAN
Balaji Prasad
Barclays
2 questions for ZTS
Also covers: ALVO, AMRX, ELAN +7 more
Daniel Christopher Clark
Leerink Partners
2 questions for ZTS
Also covers: DOCS, GDRX, IDXX
Glen Santangelo
Jefferies
2 questions for ZTS
Also covers: ALGN, ANIP, BHC +9 more
Jon Block
Stifel, Nicolaus & Company, Incorporated
2 questions for ZTS
Also covers: COO, DXCM, ELAN +1 more
Michael Riskin
Bank of America
2 questions for ZTS
Also covers: IDXX, LH
Navann Ty Dietschi
BNP Paribas
2 questions for ZTS
Also covers: COO, ELAN, EOLS +6 more
Andrea Zayco Narvaez Alfonso
UBS
1 question for ZTS
Also covers: ELAN, EVH, LFST
Brandon Vasquez
William Blair & Company
1 question for ZTS
Also covers: HSIC, NVST
Chris
TD Cowen
1 question for ZTS
Also covers: CECO, SITE, UAA
Kris Schott
JPMorgan Chase & Co.
1 question for ZTS
Russell Yuan
William Blair
1 question for ZTS
Sidharth Sahoo
HSBC
1 question for ZTS
Steve Scala
Cowen
1 question for ZTS
Also covers: ABBV, AZN, BMY +6 more
Recent press releases and 8-K filings for ZTS.
Zoetis presents at Piper Sandler 37th Annual Healthcare Conference
ZTS
Product Launch
Share Buyback
- Zoetis emphasized its science-to-scale R&D engine, leveraging AI, genetics and diagnostics to start development in target species, resulting in faster timelines and lower costs versus human health peers.
- The company plans to launch a blockbuster (> $100 M) product each year through 2029, starting with a long-acting Cytopoint in 2026 (USDA approval), renal CKD therapy in H2 2027, and oncology assets in 2028-29, opening $5 B+ in new markets.
- Chronic kidney disease (CKD) represents a $3 B–$4 B addressable market with no current treatments; Zoetis has seven assets (therapeutics and diagnostics) and expects its first CKD launch in 2027 to enable earlier intervention in dogs and cats.
- Librela in the U.S. shows stabilization with > 75% pet-owner satisfaction; Zoetis targets a return to growth in H2 2026 via veterinarian education, owner engagement and phase IV studies starting this quarter.
- Management highlighted strong core growth drivers (dermatology, parasiticide, pain, livestock), favorable pet-health trends and noted a gap between their conviction and the stock’s current valuation, maintaining disciplined share buybacks alongside business reinvestment.
3 days ago
Zoetis outlines robust R&D pipeline at Piper Sandler conference
ZTS
Product Launch
New Projects/Investments
- Zoetis highlighted its science-to-scale R&D engine, leveraging AI, genetics and diagnostics to accelerate animal health development, enabling 12 potential blockbusters (≥$100 M each) with annual launches through 2029.
- The renal CKD program targets a $3–4 B unmet market with no current treatments, comprising seven assets (therapeutics and diagnostics) and a first monoclonal antibody for dogs planned in H2 2027.
- Librela’s U.S. sales are expected to return to growth in H2 2026, supported by over 75% pet-owner satisfaction, veterinary education initiatives, and phase IV studies rolling out through 2026.
- Zoetis reiterated its capital allocation priorities: reinvesting in R&D, selective M&A, maintaining a strong balance sheet, and returning cash via dividends and buybacks amid what it sees as a disconnect between its pipeline prospects and current stock valuation.
3 days ago
Zoetis presents R&D strategy and 2026-2030 blockbuster pipeline
ZTS
Product Launch
Guidance Update
Share Buyback
- CEO Kristin Peck highlighted Zoetis’s science-to-scale R&D engine, starting in target species and leveraging AI, genetics, and diagnostics for faster, lower-cost development and high approval confidence.
- The company disclosed 12 blockbuster products (≥ $100 M) slated for 2026–2030, including a long-acting Cytopoint (USDA; 2026), a renal CKD therapy (2H 2027), and oncology assets in 2028–2030, unlocking over $5 billion in new addressable markets.
- Zoetis’s CKD portfolio targets a $3–4 billion market currently without treatments, featuring seven assets (therapeutics and diagnostics) with the first monoclonal antibody for dogs set to launch in 2027.
- Librela’s U.S. launch is stabilizing, with > 75% pet-owner satisfaction; Zoetis expects a return to growth in 2H 2026 through vet education, case studies, and ongoing phase IV studies.
- CFO Wetteny Joseph noted a modest 2025 guidance reduction due to softer derm/OA visits and competitive dynamics, and reaffirmed capital allocation priorities: reinvesting in R&D, selective M&A, maintaining a strong balance sheet, and disciplined share buybacks amid the stock’s valuation disconnect.
3 days ago
Zoetis presents innovation and market growth strategy
ZTS
- Zoetis projects the global Animal Health market to grow to ~$90 B by 2035, up from ~$50 B in 2024, driven by secular tailwinds in companion animals and re-accelerating livestock trends.
- The company’s R&D model delivers ~½ the development time, ~4× higher success rates, and 20–30× greater cost efficiency versus typical human health drug development.
- A diversified pipeline aims for annual major approvals across near- (<4 years), mid- (4–7 years), and long-term (>7 years) horizons, spanning categories like oncology, renal, and cardiology mAbs.
- Financial discipline underpins growth, with 8–9% revenue CAGR, 41–42% adjusted EBITDA margin, and 26–27% average ROIC over 2020–2024.
5 days ago
Zoetis unveils innovation pipeline and R&D update
ZTS
New Projects/Investments
Guidance Update
- Zoetis has 12 pipeline products with blockbuster potential and expects a major market approval every year over the next several years.
- The chronic kidney disease program includes seven active projects, combining monoclonal antibodies and diagnostics, with the first canine therapeutic approval slated for 2027.
- In veterinary oncology, Zoetis targets initial approvals in 2028–2029 for MAb- and diagnostics-based cancer treatments, and plans cardiology asset rollouts by 2030.
- The global animal health total addressable market is ~$50 billion today, projected to nearly double by 2035, underpinning Zoetis’s increased R&D investment.
5 days ago
Zoetis outlines R&D engine and pipeline progress
ZTS
Product Launch
- Zoetis highlighted a $50 billion total addressable market in animal health expected to double by 2035, driven by aging pets and rising demand for sustainable livestock protein.
- The company emphasized its science-to-scale R&D model, which delivers shorter cycle times, higher success rates, and cost efficiency while adhering to human-health regulatory standards.
- Zoetis has 12 pipeline products with blockbuster potential, including 2025 approvals of Librela in Canada and the EU, a first CKD therapy approval in dogs expected in 2027, and initial oncology approvals slated for 2028–2029.
- Key growth drivers include a 1.5–1.7× increase in pet lifespans over four decades and a livestock shift from treatment to prevention, with vaccines now outpacing the broader market.
5 days ago
Zoetis outlines R&D pipeline and growth outlook
ZTS
Product Launch
New Projects/Investments
- Zoetis estimates the global animal health total addressable market at $50 billion, expected to nearly double by 2035, driven by rising pet medicalization and protein demand.
- Since 2013, Zoetis has invested over $5 billion in R&D and employs 1,600 scientific colleagues, securing more than 2,000 regulatory approvals worldwide in the past decade.
- The diversified pipeline spans eight species, featuring seven assets in chronic kidney disease and five projects in oncology, with additional programs in cardiology and long-acting parasiticides.
- CFO Wetteny Joseph noted that CKD, oncology, and cardiology programs represent over $5 billion of addressable market opportunity for the next 3–5 years, with R&D spend maintained at a consistent share of revenue.
- Zoetis leverages its extensive commercial and manufacturing footprint—including industry-leading monoclonal antibody capacity—to support upcoming launches without significant incremental investment.
5 days ago
Zoetis presents next era of animal health innovation
ZTS
New Projects/Investments
- Zoetis leverages a comprehensive R&D engine with 1,600 research colleagues, over $5 billion invested since 2013, ~90 therapeutic targets across 8 species, and 300 product lines to drive its innovation model.
- The pipeline delivers a sustainable cadence of launches, including long-acting monoclonal antibodies and vaccines, with major approvals expected annually and >$5 billion TAMs in renal, oncology, and cardiology.
- R&D investment has risen from $463 million (6.9% of revenue) in 2020 to $686 million (7.4% of revenue) in 2024, underscoring disciplined funding to sustain innovation and growth.
5 days ago
RION launches Rion Vet to transform animal health
ZTS
Product Launch
Management Change
New Projects/Investments
- RION spun out Rion Vet, a veterinary biotech venture with exclusive global rights to its Purified Exosome Product (PEP™) platform for animal health applications.
- Appointed industry veteran Mark Herthel, co-founder/former CEO of Zoetis-acquired Platinum Performance, as Rion Vet CEO.
- Closed a $15 million Series A financing led by Herthel to fund development of exosome-based biologics.
- Lead candidate ePEP-01 targets equine musculoskeletal disease; pipeline includes canine musculoskeletal, dermatitis, wound healing, ocular, respiratory, and cardiac programs addressing an estimated $8–12 billion market.
Nov 11, 2025, 2:00 PM
Phibro Animal Health reports Q1 FY2026 results
ZTS
Earnings
Guidance Update
Product Launch
- Net sales of $363.9 million for Q1 ended September 30, 2025, a 40% increase year-over-year.
- Net income of $26.5 million and diluted EPS of $0.65, up $19.6 million and $0.48, respectively, versus prior year.
- Adjusted EBITDA of $61.9 million, an increase of $31.2 million compared to Q1 FY2025.
- Raised full-year FY2026 adjusted EBITDA guidance to $230 million–$240 million and maintained net sales guidance of $1.43 billion–$1.48 billion.
- National launch of Restoris™ dental gel for dogs with periodontal disease to expand companion animal oral health portfolio.
Nov 5, 2025, 9:22 PM
Quarterly earnings call transcripts for Zoetis.
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