AI brief of an SEC Form 8-K · Zoetis (ZTS)

Zoetis Q4 revenue rises 3% to $2.4 billion; sets 2026 EPS guidance of $6.65-$6.75

Positive Impact 3 of 5 earnings Written later

Zoetis reported fourth quarter 2025 revenue of $2.4 billion, up 3%, and full year 2025 revenue of $9.5 billion, up 2%. The company also guided 2026 revenue to $9.825 billion to $10.025 billion and adjusted diluted EPS to $7.00 to $7.10, compared with $6.41 in 2025, though part of the fourth quarter International sales growth reflects timing changes the company says will not recur at the end of 2026.

Key points

  • Q4 2025 net income $603 million, or $1.37 per diluted share, up 4% and 6% on a reported basis; adjusted diluted EPS $1.48
  • FY 2025 net income $2.7 billion, or $6.02 per diluted share, up 10%; adjusted diluted EPS $6.41
  • 2026 guidance: reported diluted EPS $6.65 to $6.75; adjusted diluted EPS $7.00 to $7.10
  • Q4 2025 U.S. segment revenue fell 2% to $1.2 billion; International grew 8% to $1.1 billion, with 2.5% to 3.5% attributed to timing changes

The filing

CompanyZoetis (ZTS)
Form8-K, current report
Filed with the SECFeb 12, 2026, 7:04 AM ET
Accession number0001555280-26-000008

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:30 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 12, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.