Zoetis: Why I'm Still Holding The Stock But Advise Against New Positions
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 Remains A Strong Buy Following Market Overreaction To Q3 Earnings
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 Transcript
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.
ZTS Q3 Earnings Beat, Revenues Miss, '25 Sales View Cut, Stock Down
Zoetis tops Q3 earnings forecasts but misses on revenues and trims 2025 sales outlook, sending shares lower on weak U.S. results.
Zoetis: No Longer A Growth Stock
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.
Compared to Estimates, Zoetis (ZTS) Q3 Earnings: A Look at Key Metrics
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) Surpasses Q3 Earnings Estimates
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.
This Animal Health Stock Tanks on Earnings. Pig and Chicken Medication Revenue Slumps.
Zoetis slashes its full-year outlook.
Buy Zoetis Stock Today?
Zoetis (ZTS) stock warrants your attention. Why? Because it offers high margins – indicative of pricing power and the ability to generate cash – at a discounted price.
Seeking Clues to Zoetis (ZTS) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for Zoetis (ZTS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.
Zoetis Gears Up to Report Q3 Earnings: Here's What to Expect
ZTS is poised for another earnings beat as rising demand for companion animal products like Simparica Trio and Apoquel drives expected Q3 revenue growth.
Zoetis (ZTS) Reports Next Week: Wall Street Expects Earnings Growth
Zoetis (ZTS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
