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Elanco(ELAN) - 2024 Q1 - Quarterly Results
2024-05-08 18:28
Exhibit 99.1 FOR IMMEDIATE RELEASE Investor Contact: Kathryn Grissom (317) 273-9284 or kathryn.grissom@elancoah.com Media Contact: Colleen Parr Dekker (317) 989-7011 or colleen.dekker@elancoah.com Elanco Animal Health Reports First Quarter 2024 Results • First Quarter 2024 Financial Results ◦ Revenue of $1,205 million ◦ Reported Net income of $32 million, Adjusted Net income of $167 million ◦ Adjusted EBITDA of $294 million, or 24.4% of Revenue ◦ Reported EPS of $0.06, Adjusted EPS of $0.34 ◦ Net leverage r ...
Countdown to Elanco Animal Health (ELAN) Q1 Earnings: Wall Street Forecasts for Key Metrics
Zacks Investment Research· 2024-05-06 22:22
Wall Street analysts forecast that Elanco Animal Health Incorporated (ELAN) will report quarterly earnings of $0.26 per share in its upcoming release, pointing to a year-over-year decline of 42.2%. It is anticipated that revenues will amount to $1.17 billion, exhibiting a decline of 6.6% compared to the year-ago quarter. The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reapprais ...
Elanco's 'Parvo is Poop' Campaign Unleashes Awareness and Action on National Parvo Awareness Day
Prnewswire· 2024-04-23 20:30
Launches first-ever tracking site for often-fatal parvovirus outbreaks to Save 1 Million Puppies by 2030 GREENFIELD, Ind., April 23, 2024 /PRNewswire/ -- Elanco Animal Health Incorporated (NYSE: ELAN) today unleashed a multi-faceted educational campaign – declaring today as the first-ever National Parvo Awareness Day, aimed at bringing awareness to this devastating and often-fatal puppy disease. As part of this effort, Elanco is releasing Parvo is Poop – an eye-catching campaign highlighting the way the vir ...
Elanco Confirms Date and Conference Call for First Quarter 2024 Financial Results Announcement
Prnewswire· 2024-04-17 20:00
GREENFIELD, Ind., April 17, 2024 /PRNewswire/ -- Elanco Animal Health Incorporated (NYSE: ELAN) will announce its first quarter 2024 financial results on Wednesday, May 8, 2024. Elanco will also conduct a conference call on that day with the investment community and media to further detail the company's performance. The conference call will begin at 8:00 a.m. eastern time. Investors, media, and the general public can access a live webcast of the conference call through the link that will be posted on Elanco ...
Elanco Appoints Two Animal Health Industry Executives, Kathy Turner and Craig Wallace, to its Board of Directors
Prnewswire· 2024-04-01 18:30
New Directors Join the Board's Renamed Finance, Strategy and Oversight Committee Reaches Cooperation Agreement with Ancora GREENFIELD, Ind., April 1, 2024 /PRNewswire/ -- Elanco Animal Health Incorporated (NYSE: ELAN) today announced that it has appointed two new independent directors, Kathy Turner and Craig Wallace, to its Board of Directors (the "Board"), effective immediately, expanding the Board to 14 members. Ms. Turner brings significant global experience in both the animal health and broader healthca ...
Elanco Appoints Shiv O'Neill as General Counsel and Corporate Secretary
Prnewswire· 2024-03-04 21:33
GREENFIELD, Ind., March 4, 2024 /PRNewswire/ -- Elanco Animal Health (NYSE: ELAN) announced today the appointment of Shiv O'Neill as the company's Executive Vice President, General Counsel and Corporate Secretary. O'Neill will be responsible for the global strategy and operations of the Company's legal team, ethics & compliance organization and ESG efforts. "Shiv's ability to deliver strategic value to Elanco in the short term serving as our interim general counsel combined with her robust experience made i ...
Elanco Animal Health is Executing on Plan to Deliver for Shareholders
Prnewswire· 2024-03-01 02:08
Ancora Nominates Director Candidates Despite Elanco's Meaningful Operational Progress and Good Faith Engagement with the Investor GREENFIELD, Ind., Feb. 29, 2024 /PRNewswire/ -- Elanco Animal Health Incorporated (NYSE: ELAN) today issued the following statement in response to the submission of four nominees to the Company's Board of Directors by Ancora Holdings Group, LLC ("Ancora"): The execution of Elanco's Innovation, Portfolio and Productivity strategy, led by CEO Jeff Simmons, is working. Elanco has re ...
Elanco(ELAN) - 2023 Q4 - Earnings Call Transcript
2024-02-27 00:38
财务数据和关键指标变化 - 2023年第四季度收入为10.35亿美元,同比增长5%,其中价格上涨3% [40] - 2023年全年收入超过44亿美元,同比增长1%,主要得益于价格上涨、新产品收入增长以及国际家禽业务的强劲表现,但受到美国宠物诊所竞争压力、欧洲经济环境疲软以及美国农场业务监管变化的影响 [46][47] - 2023年全年毛利率为56.3%,同比下降30个基点,主要受到制造产出放缓和通胀压力的影响,但部分被价格上涨所抵消 [48][49] - 2023年全年调整后EBITDA为9.79亿美元 [49] - 2023年全年调整后每股收益为0.89美元,同比下降0.22美元,主要受到利息费用和税率上升的影响 [50] 各条业务线数据和关键指标变化 宠物健康业务 - 2023年第四季度宠物健康业务收入同比下降1%,主要受到美国宠物诊所市场竞争压力的影响,但在零售渠道的体外驱虫业务表现强劲 [40][41] - 2023年全年宠物健康业务收入同比下降1%,较2022年的5%下降幅度有所改善,主要得益于美国市场的创新产品收入增长和价格上涨 [21] - 公司正在扩大美国销售团队,并增加对零售体外驱虫产品的促销投入,以推动2024年宠物健康业务的增长 [35][36] 农场动物业务 - 2023年第四季度农场动物业务收入同比增长10%,主要得益于美国牛只疫苗的补货、Experior产品强劲增长以及禽类业务的有利时间安排 [42][43] - 2023年全年农场动物业务收入同比增长4%,主要得益于国际禽类业务和美国牛只及猪只业务的强劲表现 [19][20] - Experior产品2023年全年收入达到7000万美元,超出之前的预期 [20] 各个市场数据和关键指标变化 - 2023年第四季度美国市场收入同比增长5%,主要得益于农场动物业务的强劲表现,但宠物健康业务受到竞争压力的影响 [40][41] - 2023年第四季度国际市场收入同比增长4%,主要得益于欧洲经济环境的改善和创新产品收入的增长,但部分亚洲国家市场疲软 [40][41] - 2023年全年国际农场动物业务收入同比增长4%,主要得益于价格上涨和主要市场如英国、巴西和中国的禽类业务增长 [19] - 2023年全年美国农场动物业务收入同比增长4%,主要得益于价格上涨和牛只及猪只业务的强劲表现 [19] 公司战略和发展方向及行业竞争 - 公司决定出售水产业务,将资本和投资集中在更大的宠物健康和畜牧可持续性市场,这些市场具有更大的盈利潜力 [16][31] - 公司宣布进行战略性重组,将资源从农场动物业务转移到宠物健康业务,同时优化在某些市场如阿根廷的业务模式,预计可实现2024年2000万-2500万美元、2025年及以后3000万-3500万美元的净节省 [17][18] - 公司正在加大对宠物健康业务的投资,包括扩大美国销售团队、增加对零售体外驱虫产品的促销,以及为即将推出的新产品做好准备 [35][36] - 公司有信心未来几年能够实现600-700万美元的创新产品收入目标,其中包括正在审批的3个潜在的重磅新产品 [14][29] 管理层对经营环境和未来前景的评论 - 公司管理层对动物保健行业的基本面保持乐观,包括宠物人性化和全球蛋白质需求的持续增长,但也关注消费者经济状况、畜牧业的周期性和盈利因素以及地缘政治局势等因素的影响 [32] - 公司有信心在2024年实现1%-3%的收入同比增长,主要得益于创新产品的贡献、价格上涨以及基础业务的改善 [33] - 公司预计2024年宠物健康和农场动物业务都将实现增长,并将持续投资于创新管线和提高运营效率,为未来可持续增长奠定基础 [35][37] 问答环节重要的提问和回答 问题1 **Jon Block 提问** 询问Zenrelia在欧洲、英国和澳大利亚的审批时间线 [72] **Jeff Simmons 回答** 公司已在9个主要市场提交了Zenrelia的申请,包括欧盟、英国和澳大利亚,预计2025年初这些市场就会获得批准 [74][75] 问题2 **Erin Wright 提问** 询问Zenrelia的上市策略,包括定价、渠道策略等 [83] **Jeff Simmons 回答** 公司将针对Zenrelia等新产品采取基于产品价值的定价策略,并将通过提高市场营销投入、扩大渠道覆盖等方式来推动产品的市场渗透和销售 [84][85] 问题3 **Michael Ryskin 提问** 询问2024年指引中新产品上市的成本是否已经包含在内 [99] **Todd Young 回答** 新产品上市的增量成本尚未包含在2024年指引中,但这些新产品上市后预计将对EBITDA产生正面贡献 [100]
Here's What Key Metrics Tell Us About Elanco Animal Health Incorporated (ELAN) Q4 Earnings
Zacks Investment Research· 2024-02-26 23:31
财务表现 - Elanco Animal Health Incorporated在2023年第四季度报告的营收为10.4亿美元,同比增长4.8%[1] - 公司每股收益为0.08美元,较去年同期的0.19美元有所下降[1] - 公司的营收超出了分析师预期,达到了10亿美元,超出了3.53%[1] 不同领域表现 - 宠物健康领域的营收同比下降1.7%[4] - 农场动物领域的营收同比增长10.5%[5] - 合同制造领域的营收同比下降30.8%[6] 股票表现 - 公司股票在过去一个月中表现良好,涨幅为7.8%[7] - 公司目前的Zacks排名为4(卖出),预示着在短期内可能会表现不佳[7]
Elanco(ELAN) - 2023 Q4 - Earnings Call Presentation
2024-02-26 21:23
2023 Earnings – Fourth Quarter 2023 | Q4 Earnings Notices and Disclaimers Forward-Looking Statements. This presentation contains forward-looking statements within the meaning of the federal securities laws, including, without limitation, statements concerning product launches and revenue from such products, our 2024 full year and first quarter guidance and long-term expectations, our expectations regarding debt levels, and expectations regarding our industry and our operations, performance and financial con ...