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Sentiment · FY2026 Q2
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 | 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 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Ryskin | Bank of America | 12 (42%) |
| Jon Block | Stifel | 11 (27%) |
| Erin Wright | Morgan Stanley |
| Chris Schott | JPMorgan | 10 (20%) |
| Navann Ty | BNP Paribas | 9 (22%) |
| Brandon Vazquez | William Blair | 8 (38%) |
| Chris LoBianco | TD Cowen | 7 (0%) |
| Dan Clark | Leerink Partners | 6 (33%) |
| Andrea Alfonso | UBS | 5 (0%) |
| David Westenberg | Piper Sandler | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 12 (42%) |
| Morgan Stanley | 1 | 11 (27%) |
| Stifel | 1 | 11 (27%) |
| JPMorgan | 1 | 10 (20%) |
| BNP Paribas | 1 | 9 (22%) |
| William Blair | 2 | 9 (33%) |
| TD Cowen | 1 | 7 (0%) |
| Leerink Partners | 1 | 6 (33%) |
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.
| 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% |
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 read-through on Neogen divesting that unit.
| 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 |
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% |