ZTS 8-K SEC Filing Analysis

Latest settled — T+20d

ZTS ▼ -11.06% at T+20d

SHORT call ✓ call won +11.06% · α vs SPY +14.20% · entry $87.24 → $77.59

Next anchor: T+60d in 8w

Last close $78.82 (close Jun 8) · +9.65% from $87.24 entry (call sign-flipped)

Entry anchored
May 7, 2026
via day open

T+1d

-5.65%

call +5.65% · α +6.48%

$82.31

settled 5w ago

T+5d

-14.79%

call +14.79% · α +16.29%

$74.34

settled 27d ago

T+20d

-11.06%

call +11.06% · α +14.20%

$77.59

settled 5d ago

T+60d

—

call — · α —

—

in 8w

Price Chart

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Executive Summary

Zoetis Q1 2026 adjusted EPS of $1.53 missed consensus of $1.62 (-5.6%), and FY2026 guidance was lowered to revenue of $9.68-9.96B (from $9.825-10.025B) and adjusted EPS of $6.85-7.00 (from $7.00-7.10). U.S. companion animal revenue fell 11% YoY on weaker demand and competition, partially offset by International growth. The revised outlook signals a more challenging operating environment.

Key Financial Metrics

Guidance

$9,680 to $9,960 million

lowered

Actionable Insight

The miss and guidance cut are likely to pressure ZTS shares near term. Monitor the earnings call for commentary on U.S. demand trends and competitive dynamics. The International segment's organic growth and pipeline remain bright spots, but the core U.S. companion animal weakness is a significant headwind.

Key Facts

Q1 2026 revenue $2.262B, +3% reported, flat organic operational growth
GAAP diluted EPS $1.42, adjusted diluted EPS $1.53
Adjusted EPS $1.53 vs consensus $1.62 (miss of 5.6%)
FY2026 revenue guidance lowered to $9.680-$9.960B from $9.825-$10.025B
FY2026 adjusted EPS guidance lowered to $6.85-$7.00 from $7.00-$7.10
U.S. segment revenue fell 8% (companion animal -11%) on price sensitivity and competition
International segment revenue up 17% reported (10% organic), aided by ~$100M from fiscal year alignment timing

Financial Impact

Adjusted EPS miss of $0.09 vs consensus; FY2026 revenue midpoint reduced by ~$145M; adjusted EPS guidance midpoint reduced by ~$0.13.

revenueepsguidance

Risk Factors

Continued deterioration in U.S. companion animal demand
Increased competition in dermatology and parasiticides
Macroeconomic pressure on pet owner spending
Execution risk in stabilizing U.S. segment performance

Market Snapshot

Exchange

NYSE

Sector

Pharmaceutical Preparations

Analyst Consensus

64% bullish (25 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001555280-26-000021
Document: zts-20260507.htm	0001555280-26-000021
Document: 0001555280-26-000021-index-headers.html	0001555280-26-000021
Document: 0001555280-26-000021-index.html	0001555280-26-000021
Document: 0001555280-26-000021.txt	0001555280-26-000021
8-K Data (Synthetic)	0001555280-26-000021

5 reports for ZTS

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for ZTS — sortable, filterable
	Type				Now
May 20, 2026 20d ago	8-K NEUTRAL ★ 2/10	$79.98 $77.65	▼ −2.91%	▼ −4.76%	$78.82 (−1.45%)
May 13, 2026 27d ago	Insider Cluster NEUTRAL ★ 2/10	$75.24 $79.98	▲ +6.30%	▲ +7.02%	$78.82 (+4.76%)
May 7, 2026 4w ago	8-K BEARISH ★ 7/10	$87.24 $74.34	▲ +14.79%	▲ +16.29%	$78.82 (+9.65%)
Apr 8, 2026 8w ago	DEFA14A NEUTRAL ★ 2/10	$119.65 $120.66	▲ +0.84%	▼ −2.67%	$78.82 (−34.12%)
Feb 27, 2026 14w ago	Court Ruling BEARISH ★ 6/10	$131.02 $121.26	▲ +7.45%	▲ +5.47%	$78.82 (+39.84%)

US Market Status

Market Closed — Opens in 6h 53m

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