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ZTS Earning Date, Transcript Summary & Report

Zoetis Inc
$
160.410
-1.510(-0.930%)

ZTS Earnings Prediction

The chart below shows how ZTS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ZTS sees a +1.76% change in stock price 10 days leading up to the earnings, and a +3.70% change 10 days following the report. On the earnings day itself, the stock moves by -0.88%. This data can give you a slight idea of what to expect for the next quarter's release.

ZTS Key Earning Data

2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.22B
1.37%
-4.19%
Gross Margin
70.54%
2.17%
3.70%
Operating Margin
38.24%
5.20%
14.90%
Net Margin
28.42%
3.91%
13.32%
EPS
1.41
7.63%
9.30%
No Data Available

ZTS Earnings Analysis

Zoetis Inc Corporation (ZTS.N) Earnings Conference Call

Positive

  • Organic Revenue and Income Growth: Strong 9% organic operational revenue growth and 6% adjusted net income growth on an organic operational basis.

  • International Revenue Growth: International segment led with 11% organic operational revenue growth, showcasing global scale and diversification.

  • Companion Animal Growth: Companion animal portfolio grew 9% operationally, driven by strong demand for market-leading franchises.

  • Livestock Segment Growth: Livestock segment grew 7% on an organic operational basis, with double-digit performance internationally.

  • Business Model Resilience: Resilience of the business model highlighted by the essential nature of animal health, even in uncertain economic times.

  • Simparica Franchise Growth: Successful expansion of the Simparica franchise, with 19% growth driven by omni-channel strategy and market share gains.

  • Dermatology Product Revenue Growth: Key dermatology products continue to show strong growth, with a 10% increase in revenue, reflecting brand loyalty and market leadership.

  • Osteoarthritis Pain Growth: Osteoarthritis pain franchise reported strong double-digit growth, with 25 million doses distributed globally, indicating a solid foundation for future growth.

  • Livestock Vaccine Commitment: Commitment to livestock reinforced by the conditional licensure of an avian influenza vaccine, ensuring readiness to support customers.

  • Organic Revenue Guidance Stability: Maintaining full-year organic operational revenue guidance of 6% to 8%, reflecting confidence in the portfolio and execution capabilities.

Negative

  • Livestock Revenue Decline: U.S. livestock revenue declined 2% on an organic operational basis, primarily due to aggressive price competition and timing of supply issues.

  • Increased Market Competition: The company is facing increased competition in the market, particularly in the dermatology and parasiticides segments, which could pressure pricing and market share.

  • OA Pain Therapy Adoption: The adoption of new OA pain therapies has been slower than expected, with pet owners taking a more measured approach to managing chronic conditions, reflecting broader consumer spending trends.

  • Organic Income Guidance Update: The company updated its full year organic operational adjusted net income guidance to a range of 5% to 7%, indicating potential profitability impacts from enacted tariffs.

  • Economic Uncertainty Impact: The overall economic environment remains unpredictable, which could affect future performance and growth prospects.

Key Financial Performance iconKey Financial Performance
Operating Highlights iconOperating Highlights
Risks or Challenges iconRisks or Challenges
Strategic Initiatives & Outlook iconStrategic Initiatives & Outlook
Shareholder Return Plan iconShareholder Return Plan

ZTS FAQs

How does ZTS typically perform around its earnings report dates?

ZTS's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a +1.76% change leading up to the report and a +3.70% change in the 10 days following the release.

Is Zoetis Inc (ZTS) Q1 2025 Earnings Call Summary positive or negative?

How can historical earnings data help predict future stock performance?

ZTS Earnings Deck

Earnings call transcript: Zoetis beats Q1 2025 earnings but stock dips

ZTS Earning Call Sentiment

Earnings call transcript: Zoetis beats Q1 2025 earnings but stock dips

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ZTS.N

-0.93%
Positive
The earnings call summary shows strong organic operational growth in key areas, such as Simparica and Librela, with optimistic guidance for 2025. Despite some uncertainties around tariffs and competitive pressures, management's focus on scaling and education suggests confidence in future growth. The positive growth metrics in revenue, EPS, and margins, along with optimistic guidance, indicate a likely positive market reaction. The Q&A did not reveal significant negative sentiment from analysts, supporting a positive stock price prediction.