Zoetis (ZTS) Reports Q4: Everything You Need To Know Ahead Of Earnings

Zoetis (ZTS) Reports Q4: Everything You Need To Know Ahead Of Earnings

Radek Strnad

Wed, February 11, 2026 at 12:09 PM GMT+9 2 min read

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ZTS

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Animal health company Zoetis (NYSE:ZTS) will be announcing earnings results this Thursday morning. Here’s what to expect.

Zoetis met analysts’ revenue expectations last quarter, reporting revenues of $2.4 billion, flat year on year. It was a mixed quarter for the company, with a beat of analysts’ EPS estimates but full-year revenue guidance slightly missing analysts’ expectations.

Is Zoetis a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Zoetis’s revenue to grow 2.2% year on year to $2.37 billion, slowing from the 4.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.40 per share.

Zoetis Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Zoetis has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1.5% on average.

Looking at Zoetis’s peers in the branded pharmaceuticals segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Eli Lilly delivered year-on-year revenue growth of 42.6%, beating analysts’ expectations by 7.4%, and Bristol-Myers Squibb reported revenues up 1.4%, topping estimates by 4.8%. Eli Lilly traded up 1.7% following the results while Bristol-Myers Squibb was also up 7.6%.

Read our full analysis of Eli Lilly’s results here and Bristol-Myers Squibb’s results here.

The outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. While some of the branded pharmaceuticals stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.7% on average over the last month. Zoetis is up 2.2% during the same time and is heading into earnings with an average analyst price target of $152.81 (compared to the current share price of $128.53).

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