Zoetis Inc. is an American drug company, the world's largest producer of medicine and vaccinations for pets and livestock.
| Revenue (TTM) | $9.52B |
| Gross Profit (TTM) | $6.80B |
| EBITDA | $4.01B |
| Operating Margin | 37.90% |
| Return on Equity | 57.60% |
| Return on Assets | 14.80% |
| Revenue/Share (TTM) | $22.53 |
| Book Value | $8.11 |
| Price-to-Book | 10.27 |
| Price-to-Sales (TTM) | 3.45 |
| EV/Revenue | 4.386 |
| EV/EBITDA | 10.76 |
| Quarterly Earnings Growth (YoY) | -11.80% |
| Quarterly Revenue Growth (YoY) | -0.40% |
| Shares Outstanding | $413.22M |
| Float | $406.65M |
| % Insiders | 0.18% |
| % Institutions | 100.16% |
Volatility is currently expanding
Zoetis Inc., formerly Pfizer's veterinary arm, is a global leader in animal pharmaceuticals and diagnostics. ZTS generates most revenue from companion animal products, with approximately 30% from livestock healthcare solutions. We review why the stock has done so poorly and tell you why we went long.
Zoetis Inc. ( ZTS ) Q3 2026 Earnings Call November 5, 2026 8:30 AM EST Company Participants Mathieu Aussermeier Kristin Peck - CEO & Director James Saccaro - Executive VP, CFO & COO Conference Call Participants Christopher Schott - JPMorgan Chase & Co, Research Division David Westenberg - Piper Sandler & Co., Research Division Jonathan Block - Stifel, Nicolaus & Company, Incorporated, Research Division Brandon Vazquez - William Blair & Company L.L.C., Research Division Erin Wilson Wright - Morgan Stanley, Research Division Matthew Dellatorre - Goldman Sachs Group, Inc., Research Division Navann Ty Dietschi - BNP Paribas, Research Division Christopher LoBianco - TD Cowen, Research Division Andrea Zayco Narvaez Alfonso - UBS Investment Bank, Research Division Steven Dechert - KeyBanc Capital Markets Inc., Research Division Presentation Operator Welcome to the third quarter 2026 financial results conference call and webcast for Zoetis.
Zoetis's organic operational revenue fell 1% in the third quarter. Global livestock revenue rose 7% to $797 million.
Zoetis beats third-quarter earnings and revenue estimates. Livestock sales growth partially offsets weakness in companion animal products.
Although the revenue and EPS for Zoetis (ZTS) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Zoetis (ZTS) came out with quarterly earnings of $1.75 per share, beating the Zacks Consensus Estimate of $1.51 per share. This compares to earnings of $1.7 per share a year ago.
PARSIPPANY, N.J.--(BUSINESS WIRE)---- $ZTS #animalhealth--Zoetis Inc. (NYSE:ZTS), the world's leading animal health company, today reported its financial results for the third quarter of 2026. "Our third-quarter performance was in line with our expectations. Continued pressure in Companion Animal was partially offset by growth in Livestock and Diagnostics, reflecting the breadth of our portfolio," said Kristin Peck, Chief Executive Officer of Zoetis. "We remain focused on defending our position and directing our reso.
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Zoetis is emerging from a period of underperformance, with market expectations for Q3 and Q4 set notably low. Consensus and management guidance anticipate revenue and EPS declines, but these expectations appear beatable given ZTS's diversified growth levers. Long-term growth drivers include expanding parasite prevention, resilient livestock sales, and a nascent but promising diagnostics business.
ZTS heads into Q3 earnings with international growth, livestock strength and demand for key companion animal products offsetting U.S. market challenges.
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