Zoetis edges past Q3 revenue estimates, revises FY sales view
Zoetis reported Q3 2025 revenue of $2.4 billion, slightly below analyst expectations. The company revised its full-year 2025 revenue guidance to $9.400 billion - $9.475 billion, citing broader macro trends. Adjusted net income growth is narrowed to 5.5% - 7.0%, with EPS guidance maintained at $6.30 to $6.40. U.S. revenue decreased 2% but increased 3% organically, while international revenue grew 3% reported and 6% organically. Analysts maintain a "buy" rating, with a median 12-month price target of $192.00, reflecting a potential upside of 24.8%.
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Overview
- Zoetis Q3 2025 revenue of $2.4 bln missed analyst expectations
- Adjusted net income for Q3 2025 grows 9% organically
- Company revises full year 2025 revenue guidance due to broader macro trends
Outlook
- Zoetis revises full-year 2025 revenue guidance to $9.400 bln - $9.475 bln
- Company narrows full-year 2025 adjusted net income growth to 5.5% - 7.0%
- Zoetis maintains adjusted diluted EPS guidance at $6.30 to $6.40
Result Drivers
- U.S. SEGMENT - Revenue decreased 2% on reported basis but increased 3% organically, driven by companion animal products and livestock portfolio growth
- INTERNATIONAL SEGMENT - Revenue increased 3% on reported basis and 6% organically, driven by parasiticides and dermatology products
- REGULATORY MILESTONES - Achieved significant product approvals and geographic expansions, enhancing growth strategy
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q3 Miss $2.40 $2.41
Revenue bln bln (11
Analysts
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Q3 EPS $1.63
Analyst Coverage
- The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 14 “strong buy” or “buy”, 6 “hold” and no “sell” or “strong sell”
- The average consensus recommendation for the pharmaceuticals peer group is “buy”
- Wall Street’s median 12-month price target for Zoetis Inc is $192.00, about 24.8% above its November 3 closing price of $144.35
- The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 22 three months ago
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
