Zoetis Inc.

(New York Stock Exchange)
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Somewhat Bullish +50

Curious about Zoetis (ZTS) Q1 Performance? Explore Wall Street Estimates for Key Metrics

AI-generated analysis

πŸ“ˆ Wall Street analysts expect Zoetis (ZTS) to report quarterly earnings of $1.61 per share, representing an 8.8% increase from the previous year.

πŸ’° Projected revenue for the quarter is set at $2.3 billion, which would reflect a 3.6% growth compared to the same period last year.

πŸ“‰ The consensus EPS estimate has been adjusted upward by 1.1% over the past 30 days, indicating positive reassessment by covering analysts.

πŸ”¬ Revenue from contract manufacturing and human health is estimated at $28.94 million with a negligible decline of -0.2% year-over-year.

🐾 Companion animal revenue is projected to reach $1.58 billion, showing a 2.3% increase from the prior-year quarter.

πŸ„ Livestock sector revenues are estimated at $680.48 million, reflecting a 5.5% growth year-over-year.

πŸ– Swine-specific revenue within livestock is forecasted to be $112.11 million, marking a 1% increase from the previous quarter.

πŸ‚ Cattle segment revenues are expected to hit $370.52 million, indicating a 3.5% rise year-over-year.

🐟 Fish-related livestock revenue is projected at $57.00 million, showing a significant 7.6% jump from the prior year.

🌎 U.S. geographic revenues are estimated at $1.20 billion, representing a 1.2% increase year-over-year.

🌍 International revenues are forecasted to reach $1.08 billion, with a strong 6.7% growth rate compared to the previous year.

πŸ„ U.S.-based livestock revenue is expected to arrive at $221.92 million, reflecting a 5.7% increase from the prior year.

🐾 U.S.-based companion animal revenue is projected at $976.53 million with a slight 0.4% rise year-over-year.

πŸ“‰ Zoetis shares have declined by 4.7% over the past month, underperforming the S&P 500 composite which rose 9.5%.

βš–οΈ Zacks assigns Zoetis a Rank #3 (Hold), suggesting future performance will likely align with the overall market trend.

Bullish Signals
  • Wall Street analysts expect Zoetis (ZTS) to post quarterly earnings of $1.61 per share, indicating an optimistic year-over-year increase of 8.8%.
  • Revenues are forecast to reach $2.3 billion, reflecting a positive growth trajectory of 3.6% compared to the prior-year quarter.
  • Analyst consensus for EPS estimates has been adjusted upward by 1.1% over the past 30 days, signaling growing investor confidence in the company's performance.
  • Companion Animal revenues are projected to reach $1.58 billion, with analysts estimating a solid year-over-year increase of 2.3%.
  • Livestock segment shows robust growth potential, with estimated revenues of $680.48 million and a strong year-over-year change of +5.5%.
  • International revenue is expected to grow significantly at +6.7% year over year, reaching $1.08 billion, highlighting expansion outside the U.S. market.
Risk Factors
  • Despite upward adjustments in consensus EPS estimates over the past 30 days, Zoetis shares have underperformed the broader market significantly, recording a -4.7% return versus the Zacks S&P 500 composite's +9.5% change.
  • The company currently holds a Zacks Rank #3 (Hold) rating, suggesting limited upside potential compared to top-rated stocks in the list.
  • Revenues from Contract Manufacturing & Human Health are projected to decline slightly by -0.2% year over year compared to the prior-year quarter.
  • U.S. Companion Animal revenues are expected to remain nearly flat with only a marginal +0.4% increase from the previous period.
Full Analysis
Wall Street analysts have revised their earnings expectations for Zoetis Inc. (ZTS), anticipating a quarterly earnings per share (EPS) of $1.61, which represents an 8.8% year-over-year increase. Revenue estimates stand at $2.3 billion, suggesting a 3.6% growth compared to the previous quarter. Over the last 30 days, the consensus EPS estimate has been adjusted upward by 1.1%, reflecting positive sentiment among covering analysts who are reassessing their initial projections ahead of the upcoming earnings release. Breaking down revenue expectations by segment, analysts project that companion animal revenues will reach $1.58 billion with a 2.3% increase, while livestock revenues are expected to hit $680.48 million, growing by 5.5%. Within the livestock sector, international performance looks particularly strong, with projections showing significant growth in global livestock revenue (+7%) and international companion animal sales (+6.4%), whereas U.S. companion animal revenue is expected to remain relatively flat at +0.4%. Geographic splits indicate a robust outlook for international revenues overall ($1.08 billion) compared to the U.S. market ($1.20 billion). Despite these positive fundamental indicators, Zoetis shares have underperformed the broader market recently, dropping -4.7% over the past month while the Zacks S&P 500 composite rose 9.5%. Consequently, analysts maintain a Zacks Rank #3 (Hold) for the stock, suggesting that its future performance may align more closely with overall market trends in the coming period rather than significantly outperforming or underperforming immediately based on the current projections.