ZTS · Zoetis Inc. · Documents

$83.82 +0.86 (+1.04%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$34.06B

406.32M

Volume · Nov 13 3.15M Avg daily vol (3M) 4.53M

The company's filings, earnings calls and investor events, most recent first. Search and read these filings from Claude or ChatGPT with the SEC filings MCP server →

Annual report FY2025 Revenue $9.47B up 2.3% 10-K filed Feb 12, 2026 Quarterly report FY2026 Q3 Revenue $2.39B down 1.3% 10-Q filed Nov 5, 2026 Latest results Revenue Falls, Adjusted EPS Rises, Guidance Updated 8-K filed Nov 5, 2026 Earnings call Q3 2026 earnings call Held Nov 5, 2026

2026

Nov 5

Quarterly report 10-Q FY2026 Q3, ended Sep 30

Revenue slips as U.S. weakness offsets international growth

Zoetis reported a 1% revenue decline and an 18% net income decline for the three months ended September 30, 2026. U.S. revenue fell 6%, while international revenue rose 4%.

Revenue $2.39B ▼ 1.3% Net income $591M ▼ 18.0% Diluted EPS $1.44 ▼ 11.7%

Read from the MD&A section

4 source passages

Total revenue decreased by $31 million, or 1%, for the three months ended September 30, 2026, compared with the three months ended September 30, 2025, a decrease of $44 million, or 2%, on an operational basis. U.S. segment revenue decreased by $76 million, or 6%, in the three months ended September 30, 2026, compared with the three months ended September 30, 2025, reflecting a decrease of $89 million in companion animal products, partially offset by an increase of $13 million in livestock products. International segment revenue increased by $42 million, or 4%, in the three months ended September 30, 2026 compared with the three months ended September 30, 2025. Operational revenue increased by $29 million, or 3%. Companion animal sales were flat in the current period while livestock products grew $29 million. Net income attributable to Zoetis | 591 | 721 | (18) | 3 | (21) Open the document at this passage

Nov 5

Earnings call

Revenue declines 1%; full-year guidance narrows

Zoetis reported third-quarter revenue of $2.4 billion, down 1%, and adjusted EPS of $1.75, up 1%. Full-year revenue guidance narrowed to $9.22 to $9.32 billion, while adjusted net income guidance rose to $2.6 to $2.64 billion and adjusted diluted EPS to $6.25 to $6.35.

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Good morning, everyone, and welcome to the Zoetis 3rd Quarter 2026 Earnings Call. We delivered revenue of $2.4 billion, declining 1% on both a reported and organic operational basis, in line with our expectations, driven by a 1% price decline and flat volume. We delivered adjusted EPS of $1.75 in the quarter, up 1%, driven by the lower share count due to our ongoing share repurchase activity. We're narrowing our full-year revenue guidance to $9.22 to $9.32 billion, representing an organic operational decline of negative 2 to negative 1 percent year-over-year. We're raising our adjusted net income guidance to $2.6 to $2.64 billion, representing organic operational decline of negative 7% to negative 5%. We're also raising adjusted diluted EPS to $6.25 to $6.35. Open the document at this passage

Nov 5

Current report 8-K

Revenue Falls, Adjusted EPS Rises, Guidance Updated

Zoetis reported revenue of $2.4 billion, down 1%, and adjusted diluted EPS of $1.75, up 3%. It narrowed full year 2026 revenue guidance and raised adjusted diluted EPS guidance to $6.25 to $6.35.

Financial results

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Zoetis Inc. (NYSE:ZTS), the world's leading animal health company, today reported its financial results for the third quarter of 2026. The company reported revenue of $2.4 billion for the third quarter of 2026, a decrease of 1% on a reported and an organic operational1 basis compared with the third quarter of 2025. Adjusted diluted EPS was $1.75, increasing 3% on a reported basis and 1% on an organic operational basis. Narrowed revenue to a range of $9.220 billion to $9.320 billion (organic operational growth of (2)% to (1)%) Raised adjusted diluted EPS to a range of $6.25 to $6.35 Open the document at this passage

Oct 13

Current report 8-K Events of Oct 8

Director or officer change, or executive pay, Regulation FD disclosure

Zoetis Inc. appointed Iris Knobloch to its Board effective as of December 1, 2026, increasing board membership from twelve to thirteen and assigning her to the Corporate Governance Committee.

Oct 8

Current report 8-K

Regulation FD disclosure

Zoetis Inc. declared a dividend of $0.53 per share for the fourth quarter of 2026, payable December 1, 2026, to shareholders of record at the close of business on October 30, 2026.

Sep 14

Investor event

Morgan Stanley 24th Annual Global Healthcare Conference AI summary on its way

Aug 6

Earnings call

Q2 2026 earnings call AI summary on its way

Aug 6

Current report 8-K

Director or officer change, or executive pay AI summary on its way

Aug 6

Quarterly report 10-Q FY2026 Q2, ended Jun 30

Quarterly report for FY2026 Q2 AI summary on its way