Zoetis Inc. published the corrected transcript of its Fourth Quarter and Full Year 2025 earnings call (Feb. 12, 2026). The call was hosted by Vice President of Investor Relations Steven Frank and featured CEO Kristin C. Peck and CFO Wetteny Joseph, with Q&A from multiple analysts. Management said Zoetis delivered 2025 organic operational revenue growth of 6% on $9.5 billion in reported revenue, citing strength in international markets and key companion-animal brands. Peck said the company is navigating U.S. clinic softness tied to consumer price sensitivity, noting, “this is not a decline in underlying demand for care, but rather greater price sensitivity and tighter household budgets when it comes to the cost of routine care.” She added the company is responding by “optimizing our channel mix… while reinforcing our scientific leadership through expanded medical education.” Zoetis highlighted growth drivers including the Simparica franchise (12% operational growth; $1.5 billion in 2025 revenue) and companion animal diagnostics (13% operational growth), while acknowledging continued pressure in osteoarthritis pain monoclonal antibodies (down 3% operationally in 2025). Joseph said the company expects pricing to normalize, stating, “On price, we’ve said we would return to our normal rate range, which is 2% to 3%.” For 2026, Zoetis guided to 3% to 5% organic operational revenue growth (reported revenue of $9.825 billion to $10.025 billion) and 3% to 6% organic operational growth in adjusted net income. Joseph also discussed ERP-driven reporting changes and a planned global fiscal-year alignment, emphasizing, “there would not be an extra month… It will be a 12-month year.” Peck provided an update on Lenivia, saying Zoetis expects to launch in the “first half for Lenivia in EU and Canada” and “do expect approval of Lenivia in the US in 2027.” The full transcript can be accessed through the link below.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Zoetis Inc. published the original content used to generate this news brief on February 20, 2026, and is solely responsible for the information contained therein.
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