| ZTS |
Report |
Adjusted diluted EPS (Q2'26) |
BEAT |
pred ~$1.89 vs. cons $1.84 |
MEDIUM |
| ZTS |
Report |
Organic operational revenue growth (Q2'26) |
BEAT |
pred ~+3.0% vs. cons ~+1.6% |
LOW |
| ZTS |
Report |
U.S. companion-animal organic growth (Q2'26) |
BEAT |
pred ~-3% vs. cons ~-4% (less-bad = stabilization) |
LOW |
| ZTS |
Guide |
FY2026 adjusted diluted EPS guide |
UNCHANGED |
guide ~$6.85-7.00 held vs. cons ~$6.90 (FY2026) |
MEDIUM |
| ZTS |
Guide |
FY2026 organic operational revenue growth guide |
UNCHANGED |
guide ~+2-5% held vs. cons ~+2% (FY2026) |
MEDIUM |
| ZTS |
Guide |
FY2026 revenue guide |
UNCHANGED |
guide ~$9.68-9.96B held vs. cons ~$9.8B (FY2026) |
MEDIUM |
| ZTS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.0% |
— |
MEDIUM |
| ZTS |
Return |
5-day cumulative residual |
+7.5% (FOLLOW-THROUGH) |
Positioning is washed out after a ~41% YTD drawdown and shares have based near $74-77 for two months. A modest EPS beat (cost-program leverage + buybacks), held FY guidance rather than a third cut, and less-bad U.S. companion-animal/Librela exit rates confirm a trough narrative, triggering a relief rally and short-covering. Out-period math is the risk: the +2-5% FY guide still embeds a big 2H ramp, so if the beat is low quality (livestock/FYA-flattered) estimates could drift and the pop would fade — hence follow-through is modest and low-conviction, tilting toward stabilize. |
LOW |