| ZTS |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.87 vs. cons $1.84 |
MEDIUM |
| ZTS |
Report |
Revenue |
IN-LINE |
pred ~$2.48B vs. cons $2.50B |
MEDIUM |
| ZTS |
Report |
U.S. companion-animal revenue |
MISS |
pred ~$1.09B vs. cons $1.11B |
MEDIUM |
| ZTS |
Guide |
FY2026 revenue guidance |
BETTER |
guide ~$9.82B vs. cons $9.80B (FY2026) |
MEDIUM |
| ZTS |
Guide |
FY2026 adjusted diluted EPS guidance |
BETTER |
guide ~$6.93 vs. cons $6.91 (FY2026) |
MEDIUM |
| ZTS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| ZTS |
Return |
5-day cumulative residual |
+7.5% (FOLLOW-THROUGH) |
An EPS beat and maintained FY2026 guide (~$6.93 versus ~$6.91 consensus) should validate that the May reset was conservative; even with U.S. companion-animal sales (~$1.09B versus ~$1.11B consensus) still weak, stabilization rather than renewed deterioration should drive upward revisions to confidence in second-half earnings power. |
MEDIUM |