ZTS · Zoetis Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Zoetis reported a Q2 miss with revenue and adjusted net income declining 1% and 2% organically amid U.S. companion animal weakness, and sharply cut full-year guidance to a (3)% to (1)% organic revenue decline and (9)% to (5)% adjusted net income decline, while livestock and diagnostics continued to grow strongly.
- + Livestock delivered 11% organic revenue growth in Q2 with U.S. livestock up 23%, supported by cattle and poultry
- + International revenue grew 6% organically with emerging markets providing broad-based strength and Simparica Trio international up 34%
- + Company repurchased over $550 million of shares in Q2, exceeding historical quarterly average, reflecting confidence and commitment to shareholder returns
- + Adjusted SG&A declined 4% operationally reflecting cost and productivity discipline across the organization
- + Lenivia and Portela long-acting OA pain therapies launched in EU and Canada with encouraging early experience
- − Full-year 2026 organic revenue guidance cut to (3)% to (1)% from prior 2% to 5%, and adjusted net income cut to (9)% to (5)% from prior 2% to 6%
- − U.S. revenue declined 7% and U.S. companion animal declined 11% in Q2 on softer clinic visits and heightened competition
- − U.S. Key Dermatology revenue declined 18% with in-clinic share down 10 points year-over-year amid new competitive entrants
- − U.S. Simparica franchise declined 6% reflecting softer flea, tick, and heartworm visits and a more competitive and promotional environment
- − Adjusted gross margin declined approximately 40 basis points reported and price expected to be flat to down 1-2% for the year as gross-to-net investments accelerate to defend share
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Drug Manufacturers - Specialty & Generic — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ZTS
this stock
Zoetis Inc.
|
$29.02B | -44.5% | +2.3% | 11.5 | 4.2% |
|
TAK
Takeda Pharmaceutical Co Ltd
|
$60.23B | +16.7% | — | — | 0.1% |
|
GALDY
Galderma Group AG/ADR
|
$46.00B | -4.5% | — | — | 0.0% |
|
TEVA
Teva Pharmaceutical Industries Ltd
|
$45.67B | +26.9% | +4.3% | 64.3 | 2.7% |
|
HLN
Haleon plc
|
$40.72B | -11.0% | — | — | 0.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ZTS | -2.5% | -9.6% | -41.8% | -9.4% | -44.5% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -1.8% | -9.7% | -54.0% | -8.9% | -56.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.