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

Zoetis Q1 revenue rises 3% to $2.3 billion; full-year 2026 guidance revised

Mixed Impact 4 of 5 guidance Written later

Zoetis reported first-quarter 2026 revenue of $2.3 billion, up 3% on a reported basis but flat on an organic operational basis, and net income of $601 million, or $1.42 per diluted share, flat from a year earlier. The company revised its full-year 2026 guidance, with adjusted diluted EPS of $6.85 to $7.00, and CEO Kristin Peck said the quarter unfolded in a more challenging operating environment than the company anticipated.

Key points

  • Q1 2026 revenue of $2.3 billion rose 3% reported and was flat organic operational; U.S. segment revenue fell 8% to $1.1 billion.
  • Q1 2026 net income was $601 million, or $1.42 per diluted share; adjusted diluted EPS was $1.53, up 9% on a reported basis.
  • Full-year 2026 revenue guidance is $9.680 billion to $9.960 billion; adjusted diluted EPS guidance is $6.85 to $7.00 and reported diluted EPS guidance is $6.35 to $6.50.
  • Acquisition of Neogen's animal genomics business is expected to close in the second half of 2026.

The filing

CompanyZoetis (ZTS)
Form8-K, current report
Filed with the SECMay 7, 2026, 7:05 AM ET
Accession number0001555280-26-000021

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 May 07, 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.