Zoetis, Inc. (ZTS) delivered second-quarter 2024 adjusted earnings (excluding one-time items) of $1.56 per share, which surpassed the Zacks Consensus Estimate of $1.49. In the year-ago quarter, the company delivered adjusted earnings of $1.41 per share.Total revenues grew 8% year over year to $2.36 billion in the reported quarter, which also beat the Zacks Consensus Estimate of $2.30 billion. In the year-ago quarter, the company reported total revenues of $2.18 billion.Shares of Zoetis are up in response to ...

It was a classic beat-and-raise quarter for Zoetis.Shares of Zoetis (ZTS 5.98%), the leading animal pharmaceutical maker, were climbing today after the company reported better-than-expected results in its second-quarter earnings report and raised its guidance for the full year.As a result, the stock was up 6.4% as of 10:34 a.m. ET. Zoetis gets back on trackAfter some weakness earlier this year, Zoetis posted solid results with revenue up 8% to $2.36 billion, ahead of estimates at $2.31 billion. Growth was l ...

Zoetis reported strong revenue growth and raised its guidance, though net income showed weakness.Key PointsAdjusted earnings per share topped analyst estimates.Net income fell 7% year over year to $624 million.Full-year guidance for revenue and adjusted net income was raised.Animal health specialist Zoetis (ZTS 6.70%) posted second-quarter earnings on Tuesday that topped analysts' consensus estimates on both top and bottom lines. While revenue was up 8% year over year net income fell by 7% to $624 million d ...

Zoetis (ZTS) came out with quarterly earnings of $1.56 per share, beating the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.41 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.70%. A quarter ago, it was expected that this animal health company would post earnings of $1.34 per share when it actually produced earnings of $1.38, delivering a surprise of 2.99%.Over the last four quarters, the compan ...

业绩总结 - 公司2024年第二季度营收为24亿美元[9] - 公司2023年第二季度运营增长率为8%[10] - 公司2024年财报电话会议中，调整后净收入为7.11亿美元，同比增长9%[90] - 公司调整后每股 diluted earnings 为1.56美元，同比增长11%[90] - 公司全年2024年预计调整后的净收入为26.4至26.9亿美元[105] 用户数据 - 美国伴侣动物收入同比增长13%至11亿美元[35] - 国际伴侣动物收入同比增长12%至6亿美元[38] - Simparica Trio 季度收入为2.99亿美元，美国增长19%至2.54亿美元[46] 未来展望 - 全年2024年，公司预计调整后的毛利率约为71.7%[95] - 全年2024年，公司预计调整后的销售、总务和研发费用分别为2.225至2.29亿美元、660至670万美元[105] 新产品和新技术研发 - Librela®在美国市场持续成功推出[13] - 骨关节炎疼痛 mAb 领域表现持续成功，Librela 运营增长率为142%[41] 市场扩张和并购 - 第二季度2024年，美国部门的营收为13.08亿美元，同比增长12%[97] - 第二季度2024年，国际部门的营收为10.35亿美元，同比增长4%[99]

财务业绩 - 报告第二季度收入24亿美元，同比增长8%，净利润6.24亿美元，每股摊薄收益1.37美元，分别同比下降7%和6%[3] - 实现第二季度收入11%的经营增长和调整后净利润18%的经营增长[4] - 报告第二季度调整后净利润7.11亿美元，每股摊薄调整后收益1.56美元，分别同比增长9%和11%[5] - 2024年第二季度收入为20.61亿美元，同比增长7.7%[38] - 2024年第二季度非GAAP调整后每股收益为1.56美元，同比增长10.6%[38] - 2024年上半年收入为45.51亿美元，同比增长8.6%[46] - 2024年上半年非GAAP调整后每股收益为2.94美元，同比增长8.5%[46] - 2024年第二季度毛利率为71.7%，同比提升1.1个百分点[38] - 2024年上半年毛利率为71.2%，同比提升0.9个百分点[46] - 2024年第二季度销售、一般及管理费用占收入的比重为27.1%，同比下降0.4个百分点[38] - 2024年上半年销售、一般及管理费用占收入的比重为26.3%，同比下降0.6个百分点[46] - 2024年第二季度研发投入占收入的比重为1.9%，与上年同期持平[38] - 2024年上半年研发投入占收入的比重为1.8%，与上年同期持平[46] 业务表现 - 美国市场第二季度收入13亿美元，同比增长12%，其中宠物产品销售增长13%，牲畜产品销售增长11%[14] - 国际市场第二季度收入10亿美元，同比增长4%，经营增长10%，其中宠物产品销售增长7%，经营增长12%，牲畜产品销售持平，经营增长8%[15] - 公司第二季度总收入为23.61亿美元，同比增长8%，其中美国市场收入增长12%，国际市场收入增长4%[66][67][68] - 伴侣动物业务收入为16.49亿美元，同比增长11%，其中犬猫业务收入增长13%[69] - 畜牧业务收入为6.94亿美元，同比增长3%，其中牛业务收入增长12%[70] - 国际业务收入同比增长4%，其中澳大利亚、巴西、德国等市场表现良好[80,82] - 国际业务毛利率为67.0%，同比下降1.3个百分点[87] - 美国业务收入同比增长12%，毛利率为82.3%，同比提升0.7个百分点[86] - 公司总体收入同比增长12%，其中美国业务增长14%，国际业务增长3%[93,94] - 公司总体毛利率为75.1%，同比提升0.5个百分点[93,94] 业务发展 - 公司获得多项新产品和新适应症的批准[16][17][18] - 公司发布2023年可持续发展报告，在社区、动物和环境方面取得进展[19] - 公司预计2024年全年收入将达91亿至92.5亿美元，同比增长9%至11%[61] - 公司预计2024年调整后毛利率约为29.3%，调整后销售费用为22.25亿至22.9亿美元，调整后研发费用为6.6亿至6.7亿美元[61] - 公司预计2024年调整后每股收益为5.78美元至5.88美元，调整后净利润为26.4亿至26.9亿美元[61] - 公司预计2024年调整后利息费用及其他收支净额约为2亿美元，调整后税率为20%至20.5%[61] - 公司预计2024年将发生8000万至9000万美元的特殊项目和并购相关成本[61][63] - 公司在研发、制造、并购等方面持续投入，为未来发展奠定基础[91,97] - 公司在智能制造、数字化转型等方面持续发力，提升运营效率[91,97] - 公司积极拓展新业务和新市场，为未来发展注入新动能[91,97] - 公司在中国、日本等部分新兴市场表现相对疲软，需要关注[80,82]

Zoetis (ZTS) ended the recent trading session at $182.42, demonstrating a +1.32% swing from the preceding day's closing price. The stock's change was more than the S&P 500's daily loss of 1.37%. Elsewhere, the Dow lost 1.21%, while the tech-heavy Nasdaq lost 2.3%.Prior to today's trading, shares of the animal health company had gained 2.53% over the past month. This has outpaced the Medical sector's gain of 0.74% and the S&P 500's gain of 1.11% in that time.The investment community will be closely monitorin ...

Wall Street analysts forecast that Zoetis (ZTS) will report quarterly earnings of $1.49 per share in its upcoming release, pointing to a year-over-year increase of 5.7%. It is anticipated that revenues will amount to $2.3 billion, exhibiting an increase of 5.6% compared to the year-ago quarter.Over the last 30 days, there has been an upward revision of 0.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their i ...

The market expects Zoetis (ZTS) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Augu ...

文章核心观点 - 公司最近一个交易日的股价下跌0.51%,表现落后于标普500指数1.11%的涨幅 [1] - 过去一个月公司股价上涨2.44%,而同期医疗行业下跌0.54%,标普500指数下跌1.16% [2] - 公司将于2024年8月6日发布财报,预计每股收益为1.49美元,同比增长5.67%;预计收入为23亿美元,同比增长5.64% [3] - 全年来看,公司预计每股收益为5.76美元,同比增长8.27%;收入为91.3亿美元,同比增长6.87% [4] - 分析师对公司业务健康状况和盈利能力持乐观态度,上调了盈利预测 [5][6] 行业分析 - 公司所属医药行业目前在250多个行业中排名前39% [10][11] - 医药行业平均市盈率为15.41,而公司当前市盈率为31.39,溢价较高 [8] - 公司市盈率增长率(PEG)为2.81,高于医药行业1.52的平均水平 [9]