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EX-99.1

2 exhibit99q12026.htm

EX-99.1

Document

EXHIBIT 99.1

Zoetis Announces First Quarter 2026 Results

•Revenue of $2.3 Billion, Growing 3%, and Net Income of $601 Million, or $1.42 per Diluted Share, Flat and Increasing 6%, Respectively, on a Reported Basis

•Adjusted Net Income of $646 Million, or Adjusted Diluted EPS of $1.53

•Flat Organic Operational Growth in Revenue and 1% Organic Operational Growth in Adjusted Net Income

•Revises Full Year 2026 Revenue Guidance to $9.680 - $9.960 Billion with Organic Operational Revenue Growth of 2% to 5%

•Revises Full Year 2026 Guidance for Organic Operational Growth in Adjusted Net Income to 2% to 6%

•Revises Guidance for Diluted EPS on an Adjusted Basis to $6.85 to $7.00

PARSIPPANY, N.J. – May 7, 2026 – Zoetis Inc. (NYSE:ZTS), the world's leading animal health company, today reported its financial results for the first quarter of 2026.

The company reported revenue of $2.3 billion for the first quarter of 2026, an increase of 3% compared with the first quarter of 2025 and flat on an organic operational1 basis. Net income for the first quarter of 2026 was $601 million, or $1.42 per diluted share, reflecting flat performance and growth of 6%, respectively, on a reported basis.

Adjusted net income2 for the first quarter of 2026 was $646 million, or $1.53 per diluted share, an increase of 2% and 9%, respectively, on a reported basis, and an increase of 1% and 7%, respectively, on an organic operational basis. Adjusted net income for the first quarter of 2026 excludes the net impact of $45 million for purchase accounting adjustments, acquisition and divestiture-related costs and certain significant items.

“The first quarter unfolded in a more challenging operating environment than we anticipated. Pet owners demonstrated increased price sensitivity, resulting in a decline in veterinary visits and softer demand for premium innovative products, where Zoetis leads. At the same time, competition intensified across key pet care categories, including dermatology and parasiticides. We are taking decisive action to sharpen commercial execution, unlock revenue and continue to drive disciplined cost management. The breadth of our portfolio remains a strength, reflected in the performance of International, livestock, and diagnostics in the quarter,” said Kristin Peck, Chief Executive Officer of Zoetis. “With a robust pipeline of more than 12 potential blockbusters, a proven science-to-scale model that has consistently

1 |

enabled us to compete and win, and a resilient, diversified business supported by strong industry fundamentals, we are well positioned to deliver our next wave of innovation and remain confident in our ability to deliver sustained value for shareholders."

SEGMENT HIGHLIGHTS

Zoetis organizes and manages its commercial operations across two segments: United States (U.S.) and International. Within these segments, the company delivers a diverse portfolio of products for companion animals and livestock, tailored to local trends and customer needs. In the first quarter of 2026:

•Revenue in the U.S. segment was $1.1 billion, reflecting a decrease of 8% on both a reported and an organic operational basis relative to the first quarter of 2025. Companion animal product sales decreased 11% due to softer end-market demand and an increasingly competitive landscape. The company's key dermatology franchise and Simparica Trio® faced heightened competitive pressure and persistent macroeconomic-driven price sensitivity. Also contributing to the decline was the impact of generic competition on the Convenia® and Cerenia® brands, as well as lower sales of Librela®, the company's monoclonal antibody (mAb) product for osteoarthritis (OA) pain. Sales of livestock products increased 7% on both a reported and organic operational basis in the quarter, supported by broad-based strength across cattle, poultry and swine. Cattle performance was driven primarily by favorable producer economics in beef cattle, supply timing and expanded targeted use of parasiticides in response to New World screwworm. Poultry performance benefited from increased vaccine sales tied to disease outbreak activity, while swine growth reflected improved supply for a key antibiotic product.

•Revenue in the International segment was $1.1 billion, a 17% increase on a reported basis and a 10% increase on an organic operational basis compared with the first quarter of 2025. Companion animal product sales grew 15% on a reported basis and 7% on an organic operational basis, led by the company's parasiticides portfolio, including Simparica Trio, along with contributions from diagnostics, vaccines, and the timing of price increases. These gains were partially offset by lower sales of key dermatology products, driven primarily by competitive dynamics. Sales of livestock products grew 19% on a reported basis and 14% on an organic operational basis, driven by broad-based growth across all core species including

zts-202602120001555280false00015552802026-02-122026-02-12

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C.  20549

FORM8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported): February 12, 2026

Zoetis Inc. (Exact name of registrant as specified in its charter)

Delaware001-3579746-0696167 (State or other jurisdiction(Commission File(I.R.S. Employer of incorporation)Number)Identification No.)

10 Sylvan Way, Parsippany, New Jersey 07054 (Address of principal executive offices)(Zip Code)

(973) 822-7000

(Registrant's telephone number, including area code)

Not Applicable (Former Name or Former Address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐    Written communication pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2 (b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, par value $0.01 per shareZTSNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition On February 12, 2026, Zoetis Inc. (the Company) issued a press release announcing its financial results for the fourth quarter and full year 2025 and providing its guidance for full year 2026. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information in this Item 2.02 and in the attached Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the Exchange Act), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits

(d)    Exhibits 99.1 Press Release of Zoetis Inc. dated February 12, 2026, reporting Zoetis' financial results for the fourth quarter and full year 2025 and providing its guidance for full year 2026

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104Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Zoetis Inc.

February 12, 2026 By:/s/ WETTENY JOSEPH

Wetteny Joseph Executive Vice President and Chief Financial Officer