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On August 6, 2026, Zoetis Inc. announced that James Saccaro has been appointed Executive Vice President, Chief Financial Officer and Chief Operating Officer, effective August 17, 2026.
What each event means for ZTS’s sentiment score is part of Tellvest Pro.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Ryskin | Bank of America | 12 questions · 42% challenging |
| Jon Block | Stifel | 11 questions · 27% challenging |
| Erin Wright | Morgan Stanley | 11 questions · 27% challenging |
| Chris Schott | JPMorgan | 10 questions · 20% challenging |
| Navann Ty | BNP Paribas | 9 questions · 22% challenging |
| Brandon Vazquez | William Blair | 8 questions · 38% challenging |
| Chris LoBianco | TD Cowen | 7 questions · 0% challenging |
| Dan Clark | Leerink Partners | 6 questions · 33% challenging |
| Andrea Alfonso | UBS | 5 questions · 0% challenging |
| David Westenberg | Piper Sandler | 5 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 analyst | 12 questions · 42% challenging |
| Morgan Stanley | 1 analyst | 11 questions · 27% challenging |
| Stifel | 1 analyst | 11 questions · 27% challenging |
| JPMorgan | 1 analyst | 10 questions · 20% challenging |
| BNP Paribas | 1 analyst | 9 questions · 22% challenging |
| William Blair | 2 analysts | 9 questions · 33% challenging |
| TD Cowen | 1 analyst | 7 questions · 0% challenging |
| Leerink Partners | 1 analyst | 6 questions · 33% challenging |
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.
Calendar quarter Q1 2026Earnings call May 7, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +1.89% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Zoetis (ZTS), FY2026 Q1: 3/10. Scores: Zoetis’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ZTS daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Competitive Dynamics | Revenue Growth | Product Launch | Guidance Reliability | Demand | Innovation & R&D | Pricing | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 6 | 4 | 2 | 3 | 4 | 2 | 1 |
| 2025Q1 | 4 | 2 | 6 | 2 | 3 | 1 | 1 | 1 |
| 2025Q2 | 6 | 3 | 5 | 2 | 4 | 2 | 1 | |
| 2025Q3 | 5 | 4 | 2 | 3 | 5 | 1 | 1 | 1 |
| 2025Q4 | 5 | 6 | 2 | 8 | 1 | 2 | 1 | 1 |
| 2026Q1 | 7 | 4 | 2 | 4 | 5 | 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 |
| Guidance Reliability | 2 | 2 | 2 | 3 | 8 | 4 |
| Demand | 3 | 3 | 4 | 5 | 1 | 5 |
| Innovation & R&D | 4 | 1 | 2 | 1 | 2 | 2 |
| Pricing | 2 | 1 | 1 | 1 | 1 | 4 |
| Macroeconomic | 1 | 1 | 1 | 1 | 3 |
What ZTS and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we announced an agreement to acquire Neogen's animal genomics business, expanding our capabilities in livestock genetics.”
Zoetis agreed to acquire Neogen's animal genomics business to expand its livestock genetics capabilities, a signal on Neogen divesting that unit.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin | FCF |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.32B | +4.7% | $1.29 | +13.2% | 25.1% | $689M |
| FY2025 Q1 | $2.22B | +1.4% | $1.41 | +7.6% | 28.4% | $438M |
| FY2025 Q2 | $2.46B | +4.2% | $1.61 | +17.5% | 29.2% | $308M |
| FY2025 Q3 | $2.40B | +0.5% | $1.63 | +8.7% | 30.0% | $805M |
| FY2025 Q4 | $2.39B | +3.0% | $1.37 | +6.2% | 25.3% | $732M |
| FY2026 Q1Selected | $2.26B | +1.9% | $1.42 | +0.7% | 26.6% | $291M |
| FY2026 Q2 | $2.47B | +0.3% | $1.65 | +2.5% | 28.0% | $829M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ZTS Zoetis | 3 | +1.9% | |
| VTRS Viatris | 8 | +8.1% |