Overview

• Animal health firm's Q4 revenue rose 3%, beating analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company advanced OA pain franchise with new product approvals in Canada and EU

Outlook

• Zoetis provides full-year 2026 revenue guidance of $9.825 bln to $10.025 bln

• Company expects 3% to 5% organic operational growth in revenue for 2026

• Zoetis forecasts adjusted diluted EPS of $7.00 to $7.10 for full year 2026

Result Drivers

• U.S. SEGMENT - Revenue decreased 2% due to lower sales of monoclonal antibody products, offset by growth in parasiticides

• INTERNATIONAL SEGMENT - Revenue increased 8%, driven by parasiticides and dermatology products

• FISCAL YEAR ALIGNMENT - Operational changes contributed to revenue growth in the International segment

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the pharmaceuticals peer group is "buy"

• Wall Street's median 12-month price target for Zoetis Inc is $156.44, about 21.6% above its February 11 closing price of $128.67

• The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nBwcc1YSna

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)