Citable filing context
ZTS's research view summarizes recent SEC filing context, starting with earnings from Aug 6, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 6, 2026 | earnings | Zoetis reported Q2 2026 revenue of $2.5 billion and revised its full-year 2026 adjusted EPS guidance to $6.15-$6.25. |
| Aug 6, 2026 | management_change | Zoetis appointed James Saccaro as EVP, CFO, and COO, effective August 17, 2026, succeeding Wetteny Joseph. |
| May 22, 2026 | management_change | Zoetis reported the retirement of director Louise M. Parent and the results of its 2026 Annual Meeting. |
| Aug 6, 2026 | Guidance: adjusted_diluted_eps | 6.15 to 6.25 |
| Aug 6, 2026 | Guidance: adjusted_net_income | 2570.00 to 2620.00 |
| Aug 6, 2026 | Guidance: reported_diluted_eps | 5.55 to 5.65 |
| Aug 6, 2026 | mda_quarterly | Zoetis reported relatively flat revenue of $2.47 billion for the second quarter of 2026, with a 2% operational decline offset by favorable foreign exchange. The U.S. segment faced a 7% revenue decrease, driven by softer end-market demand and heightened competition for key dermatology franchises and the Simparica Trio, alongside generic pressure on Cerenia and Convenia. Conversely, the International segment grew 8% (5% operationally), bolstered by parasiticide sales and the launch of monoclonal antibody pain products Lenivia and Portela. Livestock performance was a bright spot, particularly in the U.S., where cattle product demand surged due to the New World screwworm outbreak. Profitability was pressured by unfavorable product mix and increased restructuring charges related to cost-reduction programs. Research and development expenses rose 4% as the company continues to invest in innovation and portfolio progression. Zoetis successfully eliminated its one-month financial reporting lag for international subsidiaries, effective January 2026, to improve reporting consistency. The company maintains a robust liquidity position, supported by $1.48 billion in cash and a $1.25 billion revolving credit facility, despite significant debt obligations including $2 billion in convertible senior notes. Management continues to navigate risks including global macroeconomic volatility, potential tariff impacts, and ongoing competitive dynamics in the companion animal market. |
| May 7, 2026 | mda_quarterly | Zoetis reported Q1 2026 revenue of $2,262 million, a 3% increase year-over-year, though operational revenue declined by 1%. This operational contraction resulted from a 3% volume decrease in key franchises and the impact of the medicated feed additive (MFA) divestiture, partially offset by 2% price growth. The U.S. segment revenue fell 8%, driven by softer demand and heightened competition in the companion animal dermatology franchise, specifically regarding Simparica Trio and generic competition for Convenia and Cerenia. In contrast, the International segment revenue rose 17%, with 9% operational growth fueled by Simparica Trio, vaccines, and livestock demand in cattle, swine, and poultry. Foreign exchange provided a 4% tailwind to reported revenue. Key risks include potential tariffs impacting trade with China and the EU, animal disease outbreaks affecting livestock markets, and competitive pressures in the companion animal space. Management is also navigating a fiscal year alignment for international subsidiaries and a transition to a new ERP system. The company continues to utilize its $6 billion share repurchase authorization and maintains liquidity through a $1.3 billion revolving credit facility and a recent $2 billion convertible senior notes offering. |
Source: SEC EDGAR filing text and events; period Aug 6, 2026; filed Aug 6, 2026.
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