Zoetis Inc. · ZTS · Next earnings

Zoetis Inc. reports Thursday, Nov 5, 2026

ZTS reports before market open with consensus EPS at $1.51 and revenue at $2.30B. Last quarter: Zoetis lowers FY2026 outlook as U.S. pet care remains under pressure

Reports Before market open0 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $1.51 Calendar consensus
Consensus revenue $2.30B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session Before market open 0 days away

Where ZTS left off: FY2026 Q2

Full report

Zoetis lowers FY2026 outlook as U.S. pet care remains under pressure

EPS surprise +1.1% Reported $1.87 vs $1.85
Revenue surprise -1.3% Reported $2.47B vs $2.50B
Stock move +3.9% Event window
Subsequent drift -1.3% Up to 20 sessions

Management lowered FY2026 guidance to 1%-3% organic revenue decline and a 5%-9% decline in adjusted net income.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Continued decline in veterinary clinic visits and price-sensitive pet owners
  • Intensifying competitive discounting and rebate activity
  • Foreign-exchange headwinds impacting reported results
  • Potential slowdown in livestock demand after transitory drivers

Questions analysts left open

  • Magnitude of net price realization and gross-to-net impact on margins
  • Expected share loss in Dermatology and Parasiticides
  • Duration and extent of promotional pricing actions
  • Assumptions underlying the revised full-year guidance
  • Outlook for competitive dynamics into 2027

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Recent ZTS quarters

All ZTS earnings
+3.9%FY2026 Q2-21.5%FY2026 Q1-2.4%FY2025 Q4-13.8%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.