Earnings summaries and quarterly performance for Zoetis.
Executive leadership at Zoetis.
Kristin Peck
Detailed
Chief Executive Officer
CEO
JB
Jamie Brannan
Executive Vice President and Chief Commercial Officer
RP
Robert Polzer
Executive Vice President and President, Research and Development
RL
Roxanne Lagano
Executive Vice President, General Counsel and Corporate Secretary
WJ
Wetteny Joseph
Executive Vice President and Chief Financial Officer
Board of directors at Zoetis.
AL
Antoinette Leatherberry
Detailed
Director
FD
Frank D'Amelio
Detailed
Director
GH
Gavin Hattersley
Detailed
Director
GN
Gregory Norden
Detailed
Director
LP
Louise Parent
Detailed
Director
MS
Mark Stetter
Detailed
Director
MM
Michael McCallister
Detailed
Chair of the Board
PB
Paul Bisaro
Detailed
Director
SK
Sanjay Khosla
Detailed
Director
ST
Stephanie Tilenius
Detailed
Director
VB
Vanessa Broadhurst
Detailed
Director
WR
Willie Reed
Detailed
Director
Research analysts who have asked questions during Zoetis earnings calls.
EW
Erin Wright
Morgan Stanley
7 questions for ZTS
Also covers: ALGN, BTSG, CAH +18 more
BV
Brandon Vazquez
William Blair & Company, L.L.C.
6 questions for ZTS
Also covers: ALGN, CBLL, CVRX +17 more
Michael Ryskin
Bank of America Merrill Lynch
6 questions for ZTS
Also covers: A, ALGN, AVTR +28 more
NT
Navann Ty
BNP Paribas S.A.
6 questions for ZTS
Also covers: COO, ELAN, EOLS +4 more
CS
Christopher Schott
JPMorgan Chase & Co.
5 questions for ZTS
Also covers: ABBV, AMGN, AMRX +15 more
Daniel Clark
Leerink Partners
5 questions for ZTS
Also covers: CERT, ELAN, IDXX +5 more
David Westenberg
Piper Sandler
5 questions for ZTS
Also covers: ADPT, AKYA, BLLN +13 more
AA
Andrea Alfonso
UBS
4 questions for ZTS
Also covers: ELAN, IDXX
Jonathan Block
Stifel Financial Corp.
4 questions for ZTS
Also covers: ALGN, COO, CUTR +11 more
JB
Jon Block
Stifel, Nicolaus & Company, Incorporated
4 questions for ZTS
Also covers: ALGN, BBNX, COO +7 more
CL
Christopher LoBianco
TD Cowen
3 questions for ZTS
Also covers: NVAX
BP
Balaji Prasad
Barclays
2 questions for ZTS
Also covers: ALVO, AMRX, ELAN +7 more
CL
Chris LoBianco
TD Securities
2 questions for ZTS
CS
Chris Schott
JPMorgan Chase & Company
2 questions for ZTS
Also covers: ABBV, AMGN, BIIB +8 more
Daniel Christopher Clark
Leerink Partners
2 questions for ZTS
Also covers: DOCS, GDRX, IDXX
GS
Glenn Santangelo
Barclays
2 questions for ZTS
Also covers: BHC, COR, DOCS +1 more
GS
Glen Santangelo
Jefferies
2 questions for ZTS
Also covers: ALGN, ANIP, BHC +12 more
MR
Michael Riskin
Bank of America
2 questions for ZTS
Also covers: IDXX, LH
NT
Navann Ty Dietschi
BNP Paribas
2 questions for ZTS
Also covers: COO, ELAN, EOLS +6 more
SD
Steven Dechert
KeyBanc
2 questions for ZTS
AZ
Andrea Zayco Narvaez Alfonso
UBS
1 question for ZTS
Also covers: ELAN, EVH, LFST
BV
Brandon Vasquez
William Blair & Company
1 question for ZTS
Also covers: HSIC, NVST, TCMD
Chris
TD Cowen
1 question for ZTS
Also covers: CECO, SITE, UAA +1 more
KS
Kris Schott
JPMorgan Chase & Co.
1 question for ZTS
RY
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 reports Q4 2025 results
ZTS
Earnings
Guidance Update
- Revenue of $2.387 billion in Q4 2025, up 3% YOY (organic operational +4%)
- Reported net income of $603 million (+4% YOY) and diluted EPS of $1.37 (+6% YOY); adjusted net income $648 million (+3%) and adjusted EPS $1.48 (+6%)
- In Q4, Companion Animal revenue was $1.601 billion (+1% organic operational) while Livestock revenue grew 9% organically to $756 million
- 2026 guidance: revenue of $9.825 billion–$10.025 billion; adjusted EPS $7.00–$7.10; organic operational revenue growth of 3%–5%
Feb 12, 2026, 1:30 PM
Zoetis reports Q4 and full-year 2025 results
ZTS
Earnings
Guidance Update
Share Buyback
- For the full year, Zoetis delivered global revenue of $9.5 billion, up 2% on a reported basis and 6% on an organic operational basis, and adjusted net income of $2.8 billion, up 6% reported and 7% organic operational.
- Segment performance showed international markets growing 8% organic operational and the U.S. 4%, with livestock up 8% and companion animal up 5% organically.
- Key franchises included Simparica at $1.5 billion in revenue (+12% organic), key dermatology at $1.7 billion (+6%), while OA pain monoclonal antibodies declined to $568 million (–3%).
- 2026 guidance targets 3–5% organic operational revenue growth and 3–6% organic net income growth, implying $9.825–$10.025 billion in revenue and $2.975–$3.025 billion in adjusted net income.
- Capital return actions included over $3.2 billion in share buybacks, $800 million in dividends, and a convertible bond issuance supporting a $1.75 billion buyback.
Feb 12, 2026, 1:30 PM
Zoetis reports Q4 and full-year 2025 results
ZTS
Earnings
Guidance Update
Share Buyback
- Zoetis delivered 6% organic revenue growth and 7% adjusted net income growth for full-year 2025, driven by 8% international and 4% U.S. operational growth.
- Q4 2025 revenue was $2.4 billion (+4% organic), with adjusted net income of $648 million (+4% organic); companion animal sales rose 1% while livestock sustained mid-single-digit growth, offsetting declines in the osteoarthritis pain franchise.
- The company returned over $3.2 billion to shareholders via share buybacks and $800 million in dividends in 2025, supported by a convertible bond issuance.
- For 2026, Zoetis guides 3%–5% organic revenue growth and 3%–6% organic adjusted net income growth, with reported revenue of $9.825 billion–$10.025 billion, as competitive and macro pressures moderate.
Feb 12, 2026, 1:30 PM
Zoetis reports Q4 and full-year 2025 earnings
ZTS
Earnings
Guidance Update
Share Buyback
- Zoetis delivered $9.5 billion in 2025 revenue (+2% reported, +6% organic operational) and $2.8 billion in adjusted net income (+7% organic operational).
- U.S. revenues were stable at $5.1 billion (flat reported, +4% organic), while international revenues grew organically 8%, including Q4 companion animal +4% and livestock +12%, partly due to a one-time timing shift in sales.
- By franchise, companion animal diagnostics grew 13%, livestock grew 8%, with key brands Simparica reaching $1.5 billion (+12%) and dermatology at $1.7 billion (+6%).
- For 2026, Zoetis guides 3%–5% organic operational revenue growth and 3%–6% organic operational net income growth, targeting $9.825 billion–$10.025 billion in revenue and $7.00–$7.10 in adjusted EPS.
- Returned capital of $3.2 billion in share buybacks, $800 million in dividends and completed a $1.75 billion convertible bond issuance; advancing an ERP transition to align international fiscal reporting with the calendar year.
Feb 12, 2026, 1:30 PM
Zoetis reports Q4 and full year 2025 results
ZTS
Earnings
Guidance Update
- For Q4 2025, Zoetis delivered $2.4 billion in revenue, up 3% reported and 4% organic, with net income of $603 million ($1.37 diluted EPS) and adjusted net income of $648 million ($1.48 adjusted EPS).
- For full year 2025, revenue reached $9.5 billion, up 2% reported and 6% organic, with net income of $2.7 billion ($6.02 diluted EPS) and adjusted net income of $2.8 billion ($6.41 adjusted EPS).
- Provided full year 2026 guidance for revenue of $9.825 billion to $10.025 billion, organic growth of 3–5%, reported diluted EPS of $6.65 to $6.75, and adjusted diluted EPS of $7.00 to $7.10.
- In Q4 2025, U.S. revenue was $1.2 billion (flat organic), while International revenue was $1.1 billion, up 7% organically.
Feb 12, 2026, 12:04 PM
Zoetis reports Q4 and full year 2025 results
ZTS
Earnings
Guidance Update
- Zoetis reported Q4 revenue of $2.4 B (up 3%) and FY 2025 revenue of $9.5 B (up 2%).
- Q4 net income was $603 M ($1.37 diluted EPS) and FY net income was $2.7 B ($6.02 diluted EPS), up 4% and 8% respectively on a reported basis.
- Delivered 4% organic operational revenue growth in Q4 and 6% for the full year 2025.
- Provided 2026 guidance: revenue of $9.825 – $10.025 B, reported EPS of $6.65 – $6.75, and adjusted EPS of $7.00 – $7.10 with 3–5% organic operational growth.
Feb 12, 2026, 12:00 PM
Zoetis declares Q2 2026 dividend
ZTS
Dividends
- The Board of Directors declared a $0.53 per share dividend for the second quarter of 2026, payable on June 2, 2026, to holders of record as of April 20, 2026.
- Announcement made via Form 8-K under Regulation FD on February 5, 2026.
Feb 5, 2026, 9:22 PM
Zoetis outlines growth strategies at 44th Annual J.P. Morgan Healthcare Conference
ZTS
Guidance Update
Share Buyback
- Zoetis highlighted the animal health market growing from $50 billion today to $90 billion by 2035, driven by companion-animal medicalization and livestock protein demand; Zoetis has outpaced the industry with 8% CAGR since IPO vs. 5% industry CAGR.
- The company’s “science-to-scale” model includes 1,600 R&D colleagues, $5 billion invested since IPO, and 2,000 regulatory approvals (35% industry share) over the past decade, supporting a pipeline of 12 potential blockbuster drugs with at least one major approval expected annually.
- Commercial execution is powered by a direct field force in 45 markets, omnichannel engagement, and leading franchises—e.g., Simparica Trio (85% owner satisfaction; 60% puppy penetration) and a dermatology suite with Apoquel, Cytopoint, and a long-acting Cytopoint launch planned in 2026.
- Financial discipline has delivered 8–9% revenue growth, 41–42% EBITDA margins, and mid-20s ROIC over five years; Zoetis returned over 125% of free cash flow through dividends and > $3.2 billion in buybacks (last 12 months) while guiding 5.5–6.5% revenue growth in 2025.
Jan 12, 2026, 6:30 PM
Zoetis outlines growth strategy at J.P. Morgan Healthcare Conference
ZTS
Guidance Update
Share Buyback
Debt Issuance
- Zoetis highlighted the essential animal health industry’s expansion from $50 billion today to an expected $90 billion over the next 10 years, driven by companion animal medicalization and livestock protein demand.
- The company’s science-to-scale model has delivered 35% of industry regulatory approvals in the past decade with $5 billion invested in R&D since IPO, and it expects a major market approval every year.
- Key growth drivers include market-leading products in parasiticides (Simparica Trio), dermatology (Apoquel, Cytopoint), and planned launches of long-acting osteoarthritis therapies Solensia and Librela in H1 2026.
- Zoetis achieved 8%–9% revenue CAGR over five years with 41%–42% EBITDA margins and mid-20s ROIC, returning over $3.2 billion in share buybacks in the past 12 months while maintaining an investment-grade balance sheet.
- The company reiterated 2025 revenue growth guidance of 5.5%–6.5%, supported by 2%–3% pricing, franchise expansion in dermatology and parasiticides, robust livestock and diagnostics performance, and disciplined P&L execution.
Jan 12, 2026, 6:30 PM
Zoetis outlines growth strategy and financial performance at J.P. Morgan Healthcare Conference
ZTS
- Animal Health market projected to nearly double to ~$90 billion by 2035, driven by secular tailwinds in both companion animal and livestock segments.
- Zoetis has outpaced the market, delivering an 8% revenue CAGR since its 2013 IPO versus 5% for the Animal Health industry.
- Robust pipeline with expected annual major approvals and 12 potential blockbusters through 2030+ across diverse therapeutic areas.
- Strong financial track record with 8–9% revenue growth, 41–42% adjusted EBITDA margin, and 26–27% ROIC on average over the past five years.
Jan 12, 2026, 6:30 PM
Quarterly earnings call transcripts for Zoetis.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more