AI Earnings Predictions for Elanco Animal Health Incorporated (ELAN)

EX-99.1

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EXHIBIT 99.1 - PRESS RELEASE DATED NOVEMBER 6, 2026

Document

Exhibit 99.1

FOR IMMEDIATE RELEASE

Investor Contact: Tiffany Kanaga (765) 740-0314 or tiffany.kanaga@elancoah.com

Media Contact: Colleen Parr Dekker (317) 989-7011 or colleen.dekker@elancoah.com

Elanco Animal Health Reports Third Quarter 2026 Results

Accelerated Price, Organic Constant Currency Revenue Growth, and Gross Margin Expansion; Raising Full Year Outlook and Innovation Target; Achieved 2.9x Net Leverage Ratio Milestone

•Third Quarter 2026 Financial Results:

◦Revenue of $1.265 billion, an increase of 11% year-over-year; 9% organic constant currency growth

◦Reported Net Income of $18 million, Adjusted Net Income of $136 million

◦Adjusted EBITDA of $243 million; Adjusted EBITDA Margin of 19.5%

◦Reported EPS of $0.04, Adjusted EPS of $0.27

◦Net leverage ratio of 2.9x Adjusted EBITDA

•Full Year 2026 Guidance:

◦Raising innovation revenue target to $1.275 billion

◦Raising revenue guidance to $5.155 billion to $5.18 billion, or approximately 8% organic constant currency growth

◦Raising Adjusted EBITDA guidance to $1.05 billion to $1.065 billion, a year-over-year increase of 17% at midpoint

◦Raising Adjusted EPS guidance to $1.17 to $1.20, a year-over-year increase of 26% at midpoint

◦Improving year-end net leverage ratio target to approximately 2.9x Adjusted EBITDA with accelerated capital allocation flexibility

•2027 Early Outlook:

◦Building on expectations for full year 2026 outperformance, with continued expectation for 2027 results in line with December 2025 Investor Day annual algorithm: mid-single digit organic constant currency revenue growth, high-single digit Adjusted EBITDA growth, and low-double digit Adjusted EPS growth

Indianapolis, IN (November 6, 2026) - Elanco Animal Health Incorporated (NYSE: ELAN) today reported financial results for the third quarter of 2026, provided guidance for the fourth quarter of 2026, updated guidance for the full year 2026, and provided an early outlook for the full year 2027.

"Third quarter results demonstrate Elanco is a consistent, reliable growth company, delivering our diverse portfolio of innovation along with accelerating cash flow," stated Jeff Simmons, President and CEO of Elanco. "Organic constant currency revenue growth of 9% was led by International Pet Health up 17% and U.S. Pet Health up 13%, as we saw strong veterinarian and pet owner demand for what we believe is 'best medicine' innovation for our 'Big 6' growth led by Zenrelia and Credelio Quattro. Price accelerated to 4% growth, exceeding our expectations, while volume remained robust at 5%. Our durable top-line is fueled by a significant runway for share gains off a small base in large, growing, global markets. Both Zenrelia and Credelio Quattro reached new market share highs in September, with competitive activity having no fundamental impact on the trajectory of our innovation. At the same time, adjusted gross margin expanded 300 basis points, we invested in our commercial execution, and we drove our net leverage ratio to the 2.9x milestone which accelerates our capital allocation flexibility. As we are raising full-year guidance to fully pass through the third quarter beat, Elanco is well positioned with momentum heading into 2027. We are recommitting to our annual algorithm of mid-single digit organic constant currency revenue growth, high-

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single digit adjusted EBITDA growth, and low-double digit adjusted EPS growth, building on this year's expected outperformance and creating sustainable value for our customers, our shareholders, and the industry."

Select Business Highlights Since the Last Earnings Call

•Price increased 4% in Q3 led by global Pet Health at 5% including strong sequential acceleration in U.S. Pet Health versus Q2, as Elanco's differentiated innovation drives marketplace value

•Zenrelia™ achieved its largest revenue quarter ever, in both the U.S. and International, with September its largest month ever; U.S. JAK market share grew 7 points year-over-year with September its highest share month ever**; efficacy is driving use with 1,600 new clinics in Q3 to approximately 19,000 in the U.S.; gained 10 share points in Europe in H1 2026 (latest available data), 5x the competitive entrant, driven by high customer satisfaction***

•Credelio Quattro™ U.S. share grew 9 points year-over-year**; September was the largest sales month in Q3, and its highest share month ever**; continued clinic adoption momentum with 1,600 clinics added in Q3; total clinic penetration reaching over 16,500, or ~55%; Credelio Quattro became Elanco’s largest U.S. Pet Health branded product, surpassing Seresto U.S.

•Credelio Quattro received positive opinion from European Medicines Agency for expansion into the EU; expect to launch in Q1 2027, ahead of the season

•Befrena™ access now open across clinics, including corporates, with all outstanding orders expected to be filled by n

EX-99.1

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EXHIBIT 99.1 - PRESS RELEASE DATED AUGUST 5, 2026

Document

Exhibit 99.1

FOR IMMEDIATE RELEASE

Investor Contact: Tiffany Kanaga (765) 740-0314 or tiffany.kanaga@elancoah.com

Media Contact: Colleen Parr Dekker (317) 989-7011 or colleen.dekker@elancoah.com

Elanco Animal Health Reports Second Quarter 2026 Results

Raising Full Year Outlook and Innovation Target, Improving Year-End Net Leverage Ratio Target

•Second Quarter 2026 Financial Results:

◦Revenue of $1,368 million, an increase of 10% year-over-year; 8% organic constant currency growth

◦Reported Net Income of $54 million, Adjusted Net Income of $174 million

◦Adjusted EBITDA of $288 million; Adjusted EBITDA Margin of 21.2%

◦Reported EPS of $0.11, Adjusted EPS of $0.34

◦Net leverage ratio of 3.1x Adjusted EBITDA

•Full Year 2026 Guidance:

◦Raising innovation revenue target to $1.25 billion

◦Raising revenue guidance to $5.09 billion to $5.14 billion, or 6% to 7% organic constant currency growth

◦Raising Adjusted EBITDA to $1.01 billion to $1.035 billion, a year-over-year increase of 13% at midpoint

◦Raising Adjusted EPS to $1.10 to $1.16, a year-over-year increase of 20% at midpoint

◦Improving year-end net leverage ratio target to approximately 3.0x Adjusted EBITDA

Indianapolis, IN (August 5, 2026) - Elanco Animal Health Incorporated (NYSE: ELAN) today reported financial results for the second quarter of 2026, provided guidance for the third quarter of 2026, and updated guidance for the full year 2026.

"Elanco’s second quarter results demonstrate our momentum and leadership in the attractive animal health industry," stated Jeff Simmons, President and CEO of Elanco. "Organic constant currency revenue growth of 8% was led by U.S. Pet Health and U.S. Farm Animal each up 11%. We saw strong contributions from both price and volume, as consumer demand for our basket of innovation drove market share gains and stabilized our base business. Zenrelia — our newest blockbuster — was the single largest contributor to global Elanco growth, closely followed by Credelio Quattro. As we are raising our top- and bottom-line full-year outlook, including faster than planned margin expansion and net debt deleverage, our consistent delivery demonstrates our Innovation Portfolio Productivity (IPP) strategy is working. We also continue to expect a sustainable mid-single digit CAGR in animal health through the global drivers that matter most in pets and protein. Elanco is well positioned through our differentiated innovation, our comprehensive portfolio, our diverse go-to-market model, and our commercial execution, creating durable value for our customers, our shareholders, and the industry."

Select Business Highlights Since the Last Earnings Call

•Zenrelia™ achieved blockbuster status July YTD; efficacy driving use in approximately 18,000 U.S. clinics; U.S. JAK market share up 9 points year-over-year with gains versus Q1**; up to 40%+ JAK market share in key European markets, outperforming the competitive entrant***

•Credelio Quattro™ accelerated dollar share gains of broad-spectrum sales out U.S. vet clinics in Q2, up 4 points versus Q1**; penetrated over 50% of the U.S. clinic base, up approximately 3,000 clinics representing 10 points versus Q1; launched in Australia, Canada, and Japan to date

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•Befrena™ shipped to nearly 1,400 U.S. clinics to date; ramping capacity to meet high customer demand 2x above expectations, with weekly increases in supply

•Global ruminants was Elanco's fastest growing species, up 12% in the quarter on an organic constant currency basis or 17% including AHV International and FX, as innovation fortified the company's beef and dairy portfolio

•The company released its 2025 Impact Report, celebrating Elanco's leadership with purpose, and culture of 'Going Beyond' for animals, customers, society, and its people

**Per Kynetec data

***Internal estimates based on multiple data sources

Financial Results

Second Quarter Results

(dollars in millions, except per share amounts) 20262025Change (%) Organic CC Growth (1) (%)

Pet Health$718$64312 %11 %

Farm Animal$633$5839 %5 %

Cattle$313$26817 %12 %

Poultry$223$2154 %2 %

Swine$97$100(3)%(4)%

Contract Manufacturing and Other (2) $17$1513 %

Total Revenue$1,368$1,24110 %8 %

Gross Profit$798$71312 %

Reported Net Income$54$11391 %

Adjusted EBITDA$288$23821 %

Reported EPS$0.11$0.02450 %

Adjusted EPS$0.34$0.2631 %

(1) Organic CC Growth represents revenue growth excluding royalty revenue that was sold to a third party, the impact of foreign exchange rates, and revenue attributable to AHV International B.V., which was acquired on April 30, 2026.

(2) Primarily represents revenue from arrangements in which we manufacture products on behalf of a third party and royalty revenue. Royalty revenue sold to a third party, to which we are no longer entitled but is still required to be recognized as revenue under GAAP, totaled $9 million and $4 million f

EX-99.1

2 elanco-20260331exhibit991.htm

EXHIBIT 99.1 PRESS RELEASE DATED MAY 6, 2026

Document

Exhibit 99.1

FOR IMMEDIATE RELEASE

Investor Contact: Tiffany Kanaga (765) 740-0314 or tiffany.kanaga@elancoah.com

Media Contact: Colleen Parr Dekker (317) 989-7011 or colleen.dekker@elancoah.com

Elanco Animal Health Reports First Quarter 2026 Results

Raising Full Year Outlook and Innovation Target, Improving Year-End Net Leverage Ratio Target

•First Quarter 2026 Financial Results:

◦Revenue of $1,371 million, an increase of 15% year-over-year; 10% organic constant currency growth

◦Reported Net Income of $57 million, Adjusted Net Income of $204 million

◦Adjusted EBITDA of $334 million; Adjusted EBITDA Margin of 24.5%

◦Reported EPS of $0.11, Adjusted EPS of $0.40

◦Net leverage ratio of 3.5x Adjusted EBITDA

•Full Year 2026 Guidance:

◦Raising innovation revenue target to $1.2 billion

◦Raising revenue guidance to $5,010 million to $5,085 million, or 5% to 7% organic constant currency growth

◦Raising Adjusted EBITDA to $975 million to $1,005 million, a year-over-year increase of 10% at midpoint

◦Raising Adjusted EPS of $1.03 to $1.09, a year-over-year increase of 13% at midpoint

◦Improving year-end net leverage ratio target to 3.0x to 3.2x Adjusted EBITDA

Indianapolis, IN (May 6, 2026) - Elanco Animal Health Incorporated (NYSE: ELAN) today reported financial results for the first quarter of 2026, provided guidance for the second quarter of 2026, and updated guidance for the full year 2026.

"Elanco's strong first quarter results demonstrate the significant momentum of our innovation-led strategy," said Jeff Simmons, President and CEO of Elanco. "Organic constant currency revenue growth of 10% reflects outperformance across our diverse portfolio, including Zenrelia reaching trailing 4-quarter blockbuster status, and Credelio Quattro achieving accelerating market share gains. All major species grew, driven by our basket of innovation and growth in our base business. We are improving our full year guidance across all key metrics, as our consistent execution is creating more ways for Elanco to win in this durable, attractive animal health industry."

Select Business Highlights Since the Last Earnings Call

•Credelio Quattro™ accelerated dollar share gains of broad-spectrum sales out of U.S. vet clinics in Q1, up 3 points versus Q4**; penetrated over 40% of the U.S. clinic base; 53% share in U.S. clinics that carry Quattro, up 13 points in Q1 versus Q4**; launched in Australia and approved in Canada, both in April

•Zenrelia™ achieved trailing 4-quarter blockbuster status; over 2 million dogs have been treated; efficacy driving use in over 50% of U.S. clinics with U.S. JAK market share up 5 points versus Q4**; over 50% share of JAK market in Brazil, over 35% share in Japan, and high-teens to 30%+ JAK market share in key European markets***

•Befrena™ phased launch approach on track, with product already shipped to early experience influencers and in use, and commercialization in the U.S. expected in Q2

•Added Costco and Dollar General as new retail customers for parasiticides in the U.S.

•Advantage® Collar for Dogs launched in April, providing four-month protection against fleas and ticks, available at pet specialty, dollar, grocery, and mass retailers

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•Closed the previously announced acquisition of AHV International on April 30th

**Per Kynetec data

***Internal estimates based on multiple data sources

Financial Results

First Quarter Results

(dollars in millions, except per share amounts) 20262025Change (%) Organic CC Growth (1) (%)

Pet Health$710$63512 %7 %

Farm Animal$642$54618 %13 %

Cattle$316$27216 %13 %

Poultry$230$18922 %16 %

Swine$96$8513 %9 %

Contract Manufacturing and Other (2) $19$1258 %

Total Revenue$1,371$1,19315 %10 %

Gross Profit$785$68415 %

Reported Net Income$57$67(15)%

Adjusted EBITDA$334$27621 %

Reported EPS$0.11$0.13(15)%

Adjusted EPS$0.40$0.378 %

(1) Organic CC Growth = Represents revenue growth excluding royalty revenue that was sold to a third party and the impact of foreign exchange rates.

(2) Primarily represents revenue from arrangements in which we manufacture products on behalf of a third party and royalty revenue. Royalty revenue sold to a third party, to which we are no longer entitled but is still required to be recognized as revenue under GAAP, totaled $9 million for the three months ended March 31, 2026.

In the first quarter of 2026, revenue was $1,371 million, an increase of 15% on a reported basis, or 10% on an organic constant currency basis, compared to the first quarter of 2025.

Pet Health revenue was $710 million, an increase of 12% on a reported basis, or 7% on an organic constant currency basis. The year over year volume increase of 5% in the first quarter was primarily driven by new products, and the addition of two new retail customers benefitting parasiticides. The 2% increase from price was in line with the company's expectation. The Adva