Every material Form 8-K Zoetis filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Zoetis Inc. reported third-quarter 2026 revenue of $2.4 billion, down 1% reported, alongside an 18% decrease in net income to $591 million. The company narrowed its full-year 2026 revenue guidance to a range of $9.220 billion to $9.320 billion while raising its adjusted diluted EPS guidance to a range of $6.25 to $6.35.
Q3 2026 revenue decreased 1% reported to $2.4 billion.
Q3 2026 net income decreased 18% reported to $591 million.
Full-year 2026 revenue guidance narrowed to $9.220 billion to $9.320 billion.
Full-year 2026 adjusted diluted EPS guidance raised to $6.25 to $6.35.
Zoetis said its Board of Directors appointed Iris Knobloch as a director, effective December 1, 2026, and increased the Board from twelve to thirteen members. She will serve on the Corporate Governance Committee. The filing describes a board addition and does not include financial results or guidance.
Board appointed Iris Knobloch on October 8, 2026; her seat takes effect December 1, 2026.
Board size increases from twelve to thirteen members effective December 1, 2026.
Knobloch will serve on the Corporate Governance Committee and is eligible for the non-employee director compensation program.
She is President of the Festival de Cannes and Chair of the Board of Deezer S.A.; she also sits on the boards of Lazard, Inc. and Vail Resorts, Inc.
Zoetis appointed James (Jay) Saccaro, formerly CFO of GE HealthCare, as Executive Vice President, Chief Financial Officer and Chief Operating Officer, effective August 17, 2026. Current CFO Wetteny Joseph will move to a non-executive advisory role and remain with the company until February 28, 2027 or an earlier mutually agreed date. The change puts the finance function and Global Manufacturing and Supply under one executive.
Saccaro's offer letter, dated July 31, 2026, sets a base salary of $1 million and a target annual incentive of 100% of base salary.
Saccaro's annual target long-term incentive is $5 million, and he receives one-time make-whole awards of $6.25 million in restricted stock units and $1.25 million in cash.
Joseph's role as CFO ends after August 16, 2026, or a later date set by the company; his separation benefits follow the Executive Severance Plan.
Saccaro will serve as principal financial officer and principal accounting officer.
Zoetis reported flat second-quarter 2026 revenue of $2.5 billion and net income of $691 million, or $1.65 per diluted share, up 1% on a reported basis. The company also cut its full-year 2026 guidance: revenue is now $9.120 billion to $9.320 billion, down from $9.680 billion to $9.960 billion, and adjusted diluted EPS is now $6.15 to $6.25, down from $6.85 to $7.00. The cut reflects a weaker Companion Animal market, which the company said was affected by lower clinic visits, pet owner price sensitivity and heightened competition.
Q2 2026 revenue was $2.5 billion, flat versus Q2 2025; U.S. segment revenue fell 7% while International rose 8% on a reported basis.
Q2 2026 adjusted net income was $781 million, or $1.87 per diluted share, down 1% and up 5% respectively on a reported basis.
Full-year 2026 revenue guidance was revised to $9.120 billion to $9.320 billion, organic operational growth of (3)% to (1)%, versus prior guidance of 2% to 5%.
Full-year 2026 adjusted diluted EPS guidance was revised to $6.15 to $6.25, down from $6.85 to $7.00; reported diluted EPS guidance is $5.55 to $5.65.
At its annual meeting on May 20, 2026, Zoetis shareholders re-elected all twelve director nominees to one-year terms and approved, on a non-binding basis, the compensation program for its named executive officers. Shareholders also ratified KPMG LLP as the independent auditor for 2026 and rejected a shareholder proposal to allow shareholder action by written consent. Director Louise M. Parent retired from the board effective May 20, 2026, under the company's retirement policy.
All twelve director nominees were elected, each for a one-year term ending at the 2027 annual meeting.
Executive compensation was approved with 306,328,992 votes for and 51,638,692 against.
KPMG LLP was ratified as auditor for the fiscal year ending December 31, 2026, with 367,031,759 votes for and 11,450,123 against.
The written consent proposal failed, with 167,308,882 votes for and 190,220,865 against.
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.
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.
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.
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
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Zoetis filing is on SEC EDGAR ↗. 8-K briefs of other companies →