Zoetis lowered its full-year 2026 guidance after fiscal second-quarter revenue was flat at $2.5 billion and declined 1% on an organic operational basis. U.S. segment revenue fell 7%, with companion-animal product sales down 11%, which management attributed to lower veterinary-clinic visits, pet-owner price sensitivity, and intensified competition. The company cut its 2026 revenue forecast from $9.68–$9.96 billion to $9.12–$9.32 billion, and adjusted diluted EPS guidance from $6.85–$7.00 to $6.15–$6.25. Livestock revenue rose 12% on a reported basis, including 23% growth in U.S. livestock sales, while international revenue increased 8% to $1.2 billion. Zoetis also highlighted a pipeline of more than 12 potential blockbuster candidates and the acquisition of veterinary teleradiology platform VitalRADS.
Zoetis IncU.S. companion-animal sales fell 11% due to lower vet visits and price sensitivity, prompting guidance cut.
