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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Zoetis (ZTS) is 3/10.
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.
Scored from Zoetis’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.32B | +4.7% | $1.29 | +13.2% | 33.0% | 25.1% | $689M |
| FY2025 Q1 | $2.22B | +1.4% | $1.41 | +7.6% | 38.1% | 28.4% | $438M |
| FY2025 Q2 | $2.46B | +4.2% | $1.61 | +17.5% | 40.2% |
| 29.2% |
| $308M |
| FY2025 Q3 | $2.40B | +0.5% | $1.63 | +8.7% | 39.0% | 30.0% | $805M |
| FY2025 Q4 | $2.39B | +3.0% | $1.37 | +6.2% | 34.6% | 25.3% | $732M |
| FY2026 Q1 | $2.26B | +1.9% | $1.42 | +0.7% | 36.3% | 26.6% | $291M |
| FY2026 Q2 | $2.47B | +0.3% | $1.65 | +2.5% | 38.0% | 28.0% | $829M |