| ZTS |
Report |
Key Dermatology (Q2 2026) |
MISS |
pred ~$430M vs. cons $445M |
MEDIUM |
| ZTS |
Report |
Librela & Solensia (Q2 2026) |
IN-LINE |
pred ~$144M vs. cons $143M |
MEDIUM |
| ZTS |
Report |
Total Revenue (Q2 2026) |
MISS |
pred ~$2,470M vs. cons $2,504M |
MEDIUM |
| ZTS |
Report |
Adj. EPS (Q2 2026) |
MISS |
pred ~$1.83 vs. cons $1.858 |
MEDIUM |
| ZTS |
Guide |
FY 2026 Revenue (FY 2026) |
BETTER |
guide midpoint ~$9.82B vs. cons $9.734B — maintained range, implicit H2 acceleration required |
MEDIUM |
| ZTS |
Guide |
FY 2026 Adj. EPS (FY 2026) |
BETTER |
guide midpoint ~$6.925 vs. cons $6.879 — maintained range |
MEDIUM |
| ZTS |
Guide |
Key Derm trajectory (Qualitative) |
LOWER |
More cautious tone on Apoquel share loss as Bafana ramps; Cytopoint held as offset |
MEDIUM |
| ZTS |
Guide |
Librela return to growth (Qualitative) |
UNCHANGED |
Reiterated — sequential stabilization intact, back-half growth still the call |
MEDIUM |
| ZTS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.0% |
— |
MEDIUM |
| ZTS |
Return |
5-day cumulative residual |
-8.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side estimate cuts on H2 math post-print pull FY consensus lower despite maintained guidance range; partial offset from Librela stabilization and cost program |
MEDIUM |