NYSE$ZTS

Zoetis · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported a revenue increase of 10% and a net income increase of 9% for Q1 2024.

Zoetis reported strong first-quarter results for 2024, with revenue reaching $2.2 billion, a 10% increase compared to the previous year. Net income also saw a rise, amounting to $599 million, or $1.31 per diluted share, marking a 9% increase. The company has updated its full-year revenue guidance to $9.050 - $9.200 billion and expects diluted EPS of $5.34 to $5.44 on a reported basis.

  • Revenue reached $2.2 billion, a 10% increase, with net income at $599 million, or $1.31 per diluted share, a 9% increase.
  • Operational revenue growth was 12%, and adjusted net income grew by 15%.
  • Adjusted net income was $634 million, or $1.38 per diluted share.
  • Full-year revenue guidance updated to $9.050 - $9.200 billion, with diluted EPS of $5.34 to $5.44 on a reported basis.

Headline financials

Total Revenue

$2.19B

Previous: $2B+9.5%
EPS

$1.31

Previous: $1.31+0.0%
Capital Expenditures

-$140M

Previous: -$223M+37.2%
Free Cash Flow

$459M

Previous: $329M+39.5%
Net Income

$599M

Previous: $552M+8.5%
Operating Income

$781M

Previous: $697M+12.1%
Gross Profit

$1.55B

Previous: $1.41B+9.6%
Cash & Equivalents

$1.98B

Previous: $2.11B-6.4%
Total Assets

$14.3B

Previous: $13.8B+4.3%
R&D Expense

$162M

No prior period
Stock-Based Comp

$18M

Previous: $9M+100.0%

Revenue & EPS history

Zoetis · Revenue · Quarterly

$2.19B

Q1 2024+9.5%vs Q1 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Zoetis · $2.15B total across 3 segments · Q3 2023

  • Companion Animal
    $1.41B+11.3%
  • Livestock
    $716M+1.1%
  • Contract Mfg & Human Health
    $21M-8.7%

Forward guidance

Zoetis is updating its full year reported 2024 guidance for foreign exchange, with an increase to operational growth due to inflation-related price increases in Argentina and the underlying strength in companion animal.

Tailwinds

  • Revenue between $9.050 billion to $9.200 billion (operational growth of 8.5% to 10.5%)
  • Reported net income between $2.450 billion to $2.495 billion
  • Adjusted net income between $2.620 billion to $2.670 billion (operational growth of 13% to 15%)
  • Reported diluted EPS of $5.34 to $5.44
  • Adjusted diluted EPS between $5.71 to $5.81

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.4%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+0.5%

Avg return

30 days after

55%

32 / 58 earnings

Positive

+8.1%

Q4 2018

Best reaction

-13.7%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%-30.9%-28.5%
Q4 2025-2.4%-2.4%-10.1%
Q3 2025-13.7%-16.7%-16.6%
Q2 2025-3.7%-2.9%+0.9%
Q1 2025-5.3%+0.8%+6.7%
Q4 2024-5.1%-10.0%-7.3%
Q3 2024-3.7%-2.8%-3.6%
Q2 2024+5.7%+6.0%+6.7%
Q1 2024+5.4%+6.3%+7.0%
Q4 2023-6.4%-4.2%-11.6%
Q3 2023+7.1%+10.4%+18.3%
Q2 2023+4.8%+5.6%+3.9%
Q1 2023+4.8%+3.7%-3.3%
Q4 2022+7.3%+5.4%+1.9%
Q3 2022-9.3%-7.6%+6.8%
Q2 2022-3.1%-5.9%-12.9%
Q1 2022-4.3%-8.0%-4.4%
Q4 2021-0.7%-2.6%-1.4%
Q3 2021+2.7%+4.3%+5.8%
Q2 2021-1.4%-2.9%+2.4%
Q1 2021-1.3%-2.1%+0.8%
Q4 2020+1.3%-4.0%-8.6%
Q3 2020-2.9%-6.8%-9.4%
Q2 2020+0.7%-0.5%-0.3%
Q1 2020-5.4%-3.7%+7.4%
Q4 2019+0.8%+0.5%-12.2%
Q3 2019-3.0%-3.5%+0.2%
Q2 2019+7.4%+11.1%+13.8%
Q1 2019+1.9%-0.4%-0.7%
Q4 2018+8.1%+7.5%+9.8%
Q3 2018+2.9%+2.9%+4.1%
Q2 2018+6.5%+7.5%+5.3%
Q1 2018-3.6%-1.5%+2.4%
Q4 2017+7.1%+7.9%+13.6%
Q3 2017+6.5%+6.1%+12.1%
Q2 2017-1.6%-3.4%+4.9%
Q1 2017+7.0%+6.9%+12.4%
Q4 2016-4.8%-3.0%-2.1%
Q3 2016+3.6%+5.8%+3.9%
Q2 2016+3.4%+2.2%+3.1%
Q1 2016+0.2%
Q4 2015+3.4%
Q3 2015+5.2%
Q2 2015+0.3%
Q1 2015-0.2%
Q4 2014+4.3%
Q3 2014+4.1%
Q2 2014-2.8%
Q1 2014+0.4%
Q4 2011+0.1%
Q4 2013-3.7%
Q3 2012-0.5%
Q3 2013-2.1%
Q2 2012-1.4%
Q2 2013-0.0%
Q1 2012+0.9%
Q4 2012+0.9%
Q1 2013+2.2%
Q3 2011
Q2 2011
Q1 2011

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