Zoetis Inc. (ZTS)
Zoetis: A Solid Long-Term Buy After Harsh Drawdown
Zoetis is navigating the worst drawdown in its stock history, driven by weakening U.S. vet clinic traffic and heightened competition across key companion animal franchises. Despite aggressive competitor promotions, Zoetis protects industry-leading profitability (35%–37% EBIT margins) using targeted gross-to-net rebates rather than base list-price cuts. Trading at a historic low 12x P/E and a 7%+ FCF yield, Zoetis offers a strong margin of safety compared to its Base Case DCF fair value of $100.06.
Zoetis: Another Bad Quarter, Some Value Trap Risk But Shares Still Cheap
Zoetis' Q2 earnings results were mixed, and the company cut its forward guidance. This has reduced the stock's margin of safety, but on balance, the risk/reward profile still favors the bulls. Zoetis has other segments performing well which partially offset the weakness in U.S. pet-related sales.
Zoetis: The Growth Story Has Broken, But The Valuation Finally Makes Sense
Zoetis (ZTS) now trades at just 12x forward earnings, with a nearly 3% dividend yield and gross margins above 70%, after a severe multiyear drawdown. Competition, weaker U.S. companion animal sales, and reduced guidance have pressured ZTS, but its core profitability and market dominance remain intact. Management is aggressively repurchasing shares, capital returns are strong, and the balance sheet remains healthy despite $9B in long-term debt.
Zoetis gets US FDA emergency use nod for treatment for screwworm in dogs
The U.S. Food and Drug Administration on Thursday issued an emergency use authorization for Zoetis' flea and tick drug to treat New World screwworm (NWS) infestations in dogs and puppies.
Zoetis Q2 Earnings Call Highlights
Zoetis NYSE: ZTS reported second-quarter revenue of $2.5 billion, flat on a reported basis and down 1% organically, as pressure in U.S. companion-animal categories offset growth in livestock, diagnostics and international markets. Adjusted net income was $781 million, down 2% organically, while adjusted diluted earnings per share rose 4% to $1.87, benefiting from a lower share count following share repurchases.
ZTS Q2 Earnings Call Flags Deeper Companion Animal Pressure
Zoetis cuts its 2026 outlook as weaker vet traffic, price sensitivity and competition pressure in Companion Animal, while promotions aim to defend share.
Zoetis Inc. (ZTS) Q2 2026 Earnings Call Transcript
Zoetis Inc. (ZTS) Q2 2026 Earnings Call Transcript
Zoetis Q2 Earnings Beat Estimates, Revenues Miss, 2026 View Cut
ZTS beats Q2 earnings estimates but misses the same for revenues. The company cuts its 2026 revenue and profit outlook.
Here's What Key Metrics Tell Us About Zoetis (ZTS) Q2 Earnings
The headline numbers for Zoetis (ZTS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Zoetis (ZTS) Surpasses Q2 Earnings Estimates
Zoetis (ZTS) came out with quarterly earnings of $1.87 per share, beating the Zacks Consensus Estimate of $1.84 per share. This compares to earnings of $1.76 per share a year ago.
Gear Up for Zoetis (ZTS) Q2 Earnings: Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Zoetis (ZTS) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
ZTS Set to Report Q2 Earnings: Here's What Investors Should Expect
Zoetis heads into Q2 earnings with companion animal products and international growth in focus as U.S. competition and Librela concerns weigh.
