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
ZTS beats Q2 earnings estimates but misses the same for revenues. The company cuts its 2026 revenue and profit outlook.
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) 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.
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.
Zoetis heads into Q2 earnings with companion animal products and international growth in focus as U.S. competition and Librela concerns weigh.
In the closing of the recent trading day, Zoetis (ZTS) stood at $76.92, denoting a +2.08% move from the preceding trading day.
Zoetis Inc. trades at a 45% discount to fair value despite resilient fundamentals and long-term growth prospects. ZTS's Q1 2026 saw 2.9% revenue growth and 8.5% adjusted EPS growth, with livestock offsetting domestic pet care weakness. Forward P/E of 10.5 is well below its 10-year average; a fair value multiple of 19 is justified given a 7.5% EPS growth consensus.
In the closing of the recent trading day, Zoetis (ZTS) stood at $75.35, denoting a -1.12% move from the preceding trading day.
Zoetis (ZTS) closed at $74.07 in the latest trading session, marking a -1.75% move from the prior day.
Zoetis has long been viewed as a high-quality compounder. However, after reaching an all-time high of $249.27 in December 2021, the stock is now caught in a ~70% drawdown. This can be primarily attributed to the dismal performance of the company's crown jewel asset, namely the U.S. companion animal business. After delivering an impressive 25% organic growth during the full year of 2021, the U.S. companion animal business reported dismal performance in Q1-26, with an organic decline of 11%.