Zoetis Q3 Earnings Beat, Companion Animal Segment Growth Gives Confidence Into 2025: Analyst

Benzinga11-05

On Monday, Zoetis Inc’s (NYSE:ZTS) third-quarter 2024 adjusted EPS increased 16% year over year to $1.58, beating the consensus of $1.46.

The animal health firm reported sales of $2.39 billion, up 11%, beating the consensus of $2.29 billion.

On an operational basis, revenue for the third quarter of 2024 increased 14% compared with the third quarter of 2023.

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“Building on the strong momentum from the first half of the year, we are proud to have delivered another excellent quarter, fueled by our diverse, durable, and science-driven portfolio and our customer obsession that underscore our market leadership,” said Kristin Peck, Chief Executive Officer of Zoetis.

“We achieved 15% revenue growth in the U.S. and 13% operational revenue growth internationally, with both our companion animal and livestock portfolios seeing impressive global operational growth, 15% and 11%, respectively.”

Guidance: Zoetis raised its 2024 revenue guidance to $9.2 billion—$9.3 billion, compared to prior guidance of $9.1 billion—$9.25 billion and consensus of $9.194 billion. This is equivalent to an operational growth of 10% %- 11%.

Zoetis raised the 2024 adjusted EPS to $5.86-$5.92 versus prior guidance of $5.78-$5.88 and consensus of $5.82.

The company sees an adjusted net income of $2.67 billion-$2.695 billion, reflecting operational growth of 13.5%-14.5, with a reported net income of net income between $2.435 billion-$2.450 billion.

William Blair writes, “We view companion animal as the main driver of sentiment for shares and were encouraged to see 15% global growth in the segment despite concerns about competition and end-market noise.”

The analyst reaffirms an Outperform rating based on Zoetis’s third-quarter results, which initially appear to support the expectation for double-digit EPS growth in 2025.

Guidance and insights for 2025 provided during 2024 earnings will be the main factor driving valuation growth, William Blair analyst writes.

Price Action: ZTS stock is down 3.88% at $174.86 at last check Monday.

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