Zoetis Inc (ZTS) FY2025Q3 Earning Prediction

11/04 05:00:00

Pre-Market

Zoetis Inc (ZTS) is set to release its FY2025Q3 earnings performance on 11/04 05:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 2.41B and an earnings per share (EPS) of 1.62 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueMISS

2.41B

2.40B

-0.23%

EPSBEAT

1.62

1.70

+4.94%

AI Summary

Report

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AI Earnings Prediction

Prediction for FY2025Q3

Earnings Date: Nov 4, 2025

Zoetis is expected to beat earnings expectations due to strong product approvals, international expansion, and stable margins.

Beat

Last 0 quarters:

4 beats1 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

15%

+8-10%

Revenue growth >10%, margin expansion >74%, Simparica growth >20%.

Beat

55%

+3-5%

Revenue growth 8-9%, margins stable, international growth ≥9%.

Neutral

20%

Flat

Revenue meets consensus, expenses rise offsetting margin gains.

Miss

-4-6%

Simparica growth <15%, international growth <8%.

Strong Miss

-10%+

Gross margin decline, operating expenses surge.

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Beat

EU/Canada product approvals drive international growth; Dectomax-CA1 adds U.S. livestock demand.

EPS

Neutral

Higher revenue offset by potential near-term launch expenses for new products.

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Prediction Logic & Rational

Key Fact Data Insights:

Product Approvals Driving Growth:

Portela (EU): First monoclonal antibody therapy for cats with a 3-month dosing interval, positioning Zoetis as a leader in innovative pain management. This could drive immediate revenue in EU markets.
Lenivia (Canada): Approval for osteoarthritis pain in dogs expands Zoetis’ portfolio in a key market.
Dectomax-CA1 (U.S. FDA): Conditional approval addresses a critical agricultural need (screwworm infestations), likely accelerating adoption in the U.S. cattle sector despite full approval pending.

International Expansion Momentum:

Recent EU and Canada approvals directly target high-margin companion animal markets, supporting international revenue growth (key metric: international organic operational growth ≥9%).

Pipeline Strengths:

Positive CVMP opinions for Portela (cats) and Lenivia (dogs) in the EU signal future revenue streams (2026 launch), but current sentiment may lift near-term investor confidence.

Margin Stability:

Monoclonal antibody therapies (Portela/Lenivia) typically command premium pricing, supporting adjusted gross margins (> 73.7%). No evidence of cost inflation or operational inefficiencies offsets this.

Operating Expense Risk:

Launch costs for new products and geographic expansions may pressure operating expenses, but analyst reports lack explicit warnings about cost overruns.

Consensus Context:

Revenue/EPS estimate revisions slightly downgraded (- 0.35%/- 0.15%), suggesting muted expectations.
Stock underperformance (- 2.4% vs. S&P +8%) implies low bar for a Beat.

Prediction Logic & Rational

Tactical Strategy Recommendations

Bullish Play:

Stock: Accumulate shares ahead of earnings. Low expectations and product catalysts (Portela/Dectomax) skew risk/reward upward.
Options: Buy Nov/Dec $150 calls (volatility is moderate; delta hedge for post-earnings pop).

Hedge:

Pair with short-dated puts (e.g., Nov $140) to mitigate downside from potential expense surprises.

Rationale:

Fact data leans positive with approvals likely underappreciated by consensus. Neutral EPS risk is manageable given low bar for revenue-driven Beat.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

ZTS Transcript

Zoetis Inc. (ZTS) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript

Neutral12-4

Zoetis Inc. (ZTS) Q3 2025 Earnings Call Transcript

Positive11-4

The earnings call summary and Q&A indicate a generally positive outlook. The company raised its guidance for revenue and net income growth, reflecting confidence in its performance. Despite some challenges in specific areas like Librela and OA pain, the company expects stabilization and growth in key franchises. The livestock segment shows strong growth, and international market expansion is promising. Adjusted gross margins have improved, and there is a strategic focus on innovation and market expansion. Overall, the positive aspects outweigh the negatives, suggesting a likely positive stock price movement.

Zoetis Inc. (ZTS) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference Transcript

Neutral9-8

Zoetis Inc. (ZTS) Q2 2025 Earnings Call Transcript

Positive8-5

Zoetis showed strong organic growth in the companion animal segment and international markets, with a 9% overall organic operational growth. Adjusted gross margins improved significantly, and management is confident in future growth through innovation and market expansion. The Q&A session revealed strategic plans to maintain market leadership and manage competition effectively. Despite some uncertainties, the company's strong fundamentals and strategic initiatives suggest a positive market reaction, likely resulting in a 2% to 8% stock price increase over the next two weeks.

ZTS Slides

Zoetis Q1 2025 slides: Revenue up 9%, company raises full-year guidance

2025-05-06

Zoetis Q2 2025 slides reveal strong performance, company raises full-year outlook

2025-08-05

ZTS Report

Frequently Asked Questions

What is the Zoetis Inc FY2025Q3 Earnings Release Date and Time?

Zoetis Inc (ZTS) is scheduled to release its FY2025Q3 earnings report onNov 4, 2025, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Zoetis Inc FY2025Q3 Revenue and EPS?

Analysts' consensus predicts 2.41B in revenue and an EPS of 1.62 for Zoetis Inc's FY2025Q3.

What Does Intellectia's AI Predict for Zoetis Inc FY2025Q3 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forZoetis Inc's FY2025Q3 earnings, with a prediction date of Nov 4, 2025. Zoetis Inc Zoetis is expected to beat earnings expectations due to strong product approvals, international expansion, and stable margins.

How Can I Use This Earnings Prediction to Trade ZTS Stock?

Leverage Intellectia's AI forecast to position trades ahead of theNov 4, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Zoetis Inc FY2025Q3?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!