ZTS Zoetis (ZTS) Q2 FY26 earnings call
Zoetis faced significant headwinds in its Companion Animal segment in Q2 FY26, with revenue and adjusted net income declining organically due to reduced vet clinic visits, value-conscious pet owners, and intensified competitive discounting, particularly in Dermatology and U.S. parasiticides. This pressure was partially offset by robust 11% growth in Livestock and 12% growth in Diagnostics, showcasing the resilience of its diversified portfolio. The company has revised its full-year outlook downward, implementing targeted commercial execution, cost discipline, and strategic investments in innov
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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.