Q3 2025 Zoetis Inc Earnings Call Transcript
Key Points
- Zoetis Inc (ZTS) reported a 4% revenue growth and 9% growth in adjusted net income on an organic operational basis.
- The International segment delivered 6% organic operational revenue growth, with the US contributing 3% growth excluding the impact of the MFA divestiture.
- The Simparica franchise grew 7% operationally, with Simparica Trio showing strong global demand and recent approval in Brazil.
- The livestock segment showed a 10% organic operational revenue growth, reflecting broad-based growth across geographies and species.
- Zoetis Inc (ZTS) is continuing to invest in manufacturing excellence, including a new Atlanta Advanced Biologics facility, to support its expanding portfolio.
- The osteoarthritis pain franchise declined 11% operationally, with global Librela sales down 15% due to negative perceptions amplified on social media.
- US therapeutic visits have been declining, impacting new patient starts and overall growth in the companion animal segment.
- Competitive dynamics in the dermatology segment, including aggressive promotional activity, have led to some market share loss.
- The US companion animal business was flat, with growth in Simparica and dermatology offset by declines in OA pain medications.
- The company has revised its full-year revenue guidance to a more measured view of macro and operational trends, indicating potential challenges ahead.
Please stand by, we are about to begin. Good morning, everyone, and welcome to the third-quarter 2025 financial results conference call and Webcast for Zoetis. Hosting the call today is Steve Frank, Vice President of Investor Relations for Zoetis.
The presentation materials and additional financial tables are currently posted on the Investor Relations section of zoetis.com. The presentation slides can be managed by you, the viewer, and will not be forwarded automatically. In addition, a replay of this call will be available approximately two hours after the conclusion of this call via dial-in or on the Investor Relations section of zoetis.com. (Operator Instructions)
I'll now turn the call over to Mr. Steve Frank. Please go ahead, sir.
Thank you, operator. Good morning, everyone, and welcome to the Zoetis third-quarter 2025 earnings call. I am joined today by Kristin Peck, our Chief Executive Officer; and Wetteny Joseph, our Chief Financial Officer. Before we begin, I'll remind
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