| ZTS |
Report |
Total revenue |
IN-LINE |
pred ~$2.500B vs. cons $2.504B |
MEDIUM |
| ZTS |
Report |
Adjusted diluted EPS |
IN-LINE |
pred ~$1.84 vs. cons $1.858 |
MEDIUM |
| ZTS |
Report |
Librela & Solensia revenue |
MISS |
pred ~$141M vs. cons $143.4M |
MEDIUM |
| ZTS |
Guide |
FY2026 revenue |
UNCHANGED |
guide ~$9.68B-$9.96B vs. cons $9.734B |
MEDIUM |
| ZTS |
Guide |
FY2026 adjusted diluted EPS |
UNCHANGED |
guide ~$6.85-$7.00 vs. cons $6.879 |
MEDIUM |
| ZTS |
Guide |
H2 companion-animal demand trajectory |
LOWER |
guide: no visit recovery; improvement mainly easier comps vs. UNVERIFIED benchmark |
LOW |
| ZTS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| ZTS |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — no demand confirmation should pressure H2 estimates |
LOW |