Zoetis Inc. (ZTS) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
Zoetis (ZTS) reported earnings 30 days ago. What's next for the stock?
ZTS faces steep YTD losses as safety concerns hit key osteoarthritis therapies, forcing revenue cuts while new approvals aim to stabilize growth.
Zoetis Inc. (ZTS) Discusses R&D Pipeline Progress and Strategic Vision in Animal Health Innovation Transcript
Zoetis (ZTS) the world's largest animal-health company, develops and manufactures medicines, vaccines, and diagnostics for both pets and livestock. The stock has come under pressure in recent months as softer clinic traffic, uneven companion-animal demand, and a narrowed full-year outlook weighed on sentiment.
Zoetis faces ongoing headwinds as Librela sales disappoint, triggering a sharp post-earnings sell-off and continued stock weakness. Librela's decline, fueled by social media concerns about side effects, overshadows growth in other segments and forces lowered revenue guidance. ZTS trades at a historically low P/E of 20, with a strong product portfolio and robust pipeline, but lacks a clear near-term catalyst for recovery.
Zoetis Inc. is trading at historically low valuations despite continued EPS and margin growth, following a sharp post-earnings selloff. ZTS's Q3 results showed resilient profitability, but weaker guidance and slowing revenue growth triggered a market rerating from high to low growth. The company maintains strong free cash flow, robust margins, and a leading product pipeline, with new treatments and international expansion supporting long-term growth.
Zoetis Inc. ( ZTS ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Steven Frank - Vice President of Investor Relations Kristin Peck - CEO & Director Wetteny Joseph - Executive VP & CFO Conference Call Participants Erin Wilson Wright - Morgan Stanley, Research Division Michael Ryskin - BofA Securities, Research Division Jonathan Block - Stifel, Nicolaus & Company, Incorporated, Research Division Brandon Vazquez - William Blair & Company L.L.C., Research Division Christopher Schott - JPMorgan Chase & Co, Research Division Navann Ty Dietschi - BNP Paribas, Research Division Daniel Christopher Clark - Leerink Partners LLC, Research Division Andrea Zayco Narvaez Alfonso - UBS Investment Bank, Research Division Presentation Operator Good morning, everyone, and welcome to the Third Quarter 2025 Financial Results Conference Call and Webcast for Zoetis.
Zoetis tops Q3 earnings forecasts but misses on revenues and trims 2025 sales outlook, sending shares lower on weak U.S. results.
Zoetis shares have underperformed, falling over 25% in the past year, with recent guidance disappointing investors. Organic growth is slowing, especially in the United States, as core products reach market saturation and macro headwinds weigh on pet care spending. ZTS's valuation has compressed, now trading at a discount to the S&P, reflecting reduced growth expectations and limited near-term catalysts.
The headline numbers for Zoetis (ZTS) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Zoetis (ZTS) came out with quarterly earnings of $1.7 per share, beating the Zacks Consensus Estimate of $1.62 per share. This compares to earnings of $1.58 per share a year ago.