Zoetis (ZTS) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Zoetis (ZTS) reported $2.39 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 3%. EPS of $1.48 for the same period compares to $1.40 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.37 billion, representing a surprise of +0.92%. The company delivered an EPS surprise of +5.85%, with the consensus EPS estimate being $1.40.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Zoetis performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Geographic Revenues- U.S.: $1.24 billion versus $1.27 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -1.7% change.
• Geographic Revenues- International Revenue: $1.12 billion versus $1.06 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +7.9% change.
• Geographic Revenues- International- Companion Animal: $599 million compared to the $585.56 million average estimate based on four analysts. The reported number represents a change of +6.6% year over year.
• Geographic Revenues- U.S.- Livestock: $234 million compared to the $241.27 million average estimate based on four analysts. The reported number represents a change of -6% year over year.
• Revenues- Contract Manufacturing & Human Health: $30 million versus the five-analyst average estimate of $22.2 million. The reported number represents a year-over-year change of +42.9%.
• Revenues- Companion Animal: $1.6 billion versus $1.64 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2% change.
• Revenues- Livestock: $756 million versus the four-analyst average estimate of $705.38 million. The reported number represents a year-over-year change of +4.1%.
• Revenues- Livestock- Swine: $125 million versus $113.48 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.3% change.
• Revenues- Livestock- Poultry: $117 million compared to the $103.01 million average estimate based on three analysts. The reported number represents a change of 0% year over year.
• Revenues- Livestock- Fish: $81 million versus the three-analyst average estimate of $67.91 million. The reported number represents a year-over-year change of +24.6%.
• Revenues- Livestock- Cattle: $415 million versus $401.85 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4% change.
• Revenues- Companion Animal- Dogs and Cats: $1.5 billion compared to the $1.53 billion average estimate based on two analysts. The reported number represents a change of +1.6% year over year.

View all Key Company Metrics for Zoetis here>>>

Shares of Zoetis have returned +2.3% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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