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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Ryskin | Bank of America | 11 | 45% |
| Erin Wright | Morgan Stanley | 10 | 20% |
| Jon Block | Stifel | 10 | 20% |
| Chris Schott | JPMorgan | 9 | 22% |
| Navann Ty | BNP Paribas | 9 | 11% |
| Chris LoBianco | TD Cowen | 7 | 0% |
| Brandon Vazquez | William Blair | 7 | 29% |
| Dan Clark | Leerink Partners | 6 | 33% |
| Andrea Alfonso | UBS | 5 | 0% |
| Dave Westenberg | Piper Sandler | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 11 | 45% |
| Morgan Stanley | 1 | 10 | 20% |
| Stifel | 1 | 10 | 20% |
| JPMorgan | 1 |
| 9 |
| 22% |
| BNP Paribas | 1 | 9 | 11% |
| William Blair | 2 | 8 | 25% |
| TD Cowen | 1 | 7 | 0% |
| Leerink Partners | 1 | 6 | 33% |
Zoetis delivered Q1 revenue of $2.3B growing 3% reported but flat on an organic operational basis, as US companion animal revenue declined amid parasiticide franchise pressure and key dermatology competitive headwinds. Adjusted diluted EPS grew 7% including a 3% benefit from convertible debt funded repurchases, while FY2026 adjusted EPS guidance was lowered from $7.00-$7.10 to $6.85-$7.00. Livestock performed well with global revenue of $720M growing 12% with broad-based growth, and cost discipline from the productivity program partially offset the companion animal softness.
Competitive Dynamics | Revenue Growth | Product Launch | Demand | Guidance Reliability | Innovation & R&D | Pricing | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 6 | 4 | 3 | 2 | 4 | 2 | 1 |
| 2025Q1 | 4 | 2 | 6 | 3 | 2 | 1 | 1 | 1 |
| 2025Q2 | 6 | 3 | 5 | 4 | 2 | 2 | 1 | |
| 2025Q3 | 5 | 4 | 2 | 5 | 3 | 1 | 1 | 1 |
| 2025Q4 | 5 | 6 | 2 | 1 | 8 | 2 | 1 | 1 |
| 2026Q1 | 7 | 4 | 2 | 5 | 4 | 2 | 4 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 5 | 4 | 6 | 5 | 5 | 7 |
| Revenue Growth | 6 | 2 | 3 | 4 | 6 | 4 |
| Product Launch | 4 | 6 | 5 | 2 | 2 | 2 |
| Demand | 3 | 3 | 4 | 5 | 1 | 5 |
| Guidance Reliability | 2 | 2 | 2 | 3 | 8 | 4 |
| Innovation & R&D | 4 | 1 | 2 | 1 | 2 | 2 |
| Pricing | 2 | 1 | 1 | 1 | 1 | 4 |
| Macroeconomic | 1 | 1 | 1 | 1 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ZTS Zoetis | 3 | +1.9% | |
| VTRS Viatris | 8 | +8.1% |