• Zoetis hosted 1Q 2026 earnings call, led by CEO Kristin Peck, CFO Wetteny Joseph, Vice President of Investor Relations Steven Frank.
• Revenue was USD 2.3 billion, up 3% reported, flat organic operational; updated 2026 revenue outlook USD 9.68 billion to USD 9.96 billion, adjusted net income USD 2.87 billion to USD 2.95 billion, adjusted diluted EPS USD 6.85 to USD 7.
• Management flagged sharper-than-expected US companion animal pressure from higher clinic pricing, lower visits, greater pet owner price sensitivity, intensified competitor promotions; US revenue fell 8% while international rose 10% organic operational.
• Key companion franchises weakened in quarter, with key dermatology down 11% to USD 347 million, OA pain mAbs down 8% to USD 140 million, Simparica franchise down 1% to USD 385 million; generic competition hit Convenia and Cerenia, while diagnostics rose 10% to USD 113 million.
• Guidance assumes macro pressure persists; management pointed to stabilizing US share trends in parasiticides, sequential stabilization in Librela, cost and productivity program to drive leverage; livestock grew 12% to USD 720 million, supported by favorable producer economics.

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