ZTS Zoetis (ZTS) Q1 FY26 earnings call
Zoetis' premium U.S. companion-animal engine stalled as multi-year clinic price inflation collided with intensified price-led competition and, unusually, no offsetting market expansion — leaving the share leader most exposed while livestock strength and emerging international markets carried the quarter. Management is bridging to its next blockbuster innovation wave with sharpened commercial execution, point-of-sale affordability programs, and a newly launched cost-and-productivity program rather than competing on list price.
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ZTS operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Jun 2025 Q2 FY25 | Change vs prior quarter |
|---|---|---|---|
| Patients Librela | 1.2M+Librela, now entering its second year in the market, generated $53 million, growing 21% on the quarter and reaching more than 1.2 million patients.Source: earnings call transcript | 1MAnd today, we are reaching just 1 million of them.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.