Zoetis makes vaccines, medicines, and diagnostic tests for pets and farm animals—think of it as the Pfizer for dogs, cats, cattle, and pigs.
Revenue is USD 9.47B with a 70.87% gross margin and 27.49% net margin, driven by recurring sales of parasiticides and vaccines to veterinarians and livestock producers.
Regulatory approvals and brand trust with vets create a durable moat, but competition from Boehringer Ingelheim and Merck Animal Health in parasiticides and vaccines is eroding its edge.
Sell (sector percentile 30) — value A, growth C, profitability A, momentum D-, revisions D. Updated daily, sector-relative, identical for every user.
Key events, in time order
FDA emergency use authorization expands Simparica Trio's label to treat New World screwworm infestations in dogs
Piper Sandler cuts PT to $80; Q2 revenue flat, down 1% organically, US companion-animal pressure
New reminders from Bragar Eagel and Gross Law Firm about July 27 deadline; class period unchanged
Commercial launch announced today, first launch
Zoetis announces commercial launch of Portela® (relfovetmab) in Canada and EU, first of its kind.
Acquires veterinary teleradiology platform, building on existing partnership
2026年第一季度有机运营收入持平，调整后净利润增长1%；国际分部有机运营收入增长10%，美国分部下降8%。
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Zoetis is showing signs of a potential breakout from a base pattern, indicated by its position above the 200-day moving average and high volatility value area.
Main discussion
for those bottom feeders (names < 200d MA) $ZTS coming out of base and "high volatility" Value Area https://t.co/nBO6QWmuom
RECAP 8/21 Unusual Calls: $BABA Oct 160 C $BULL Aug28 9.5 C $INTU Sep 390 C $WBD Oct 30 C $ZTS Sep 85 C $QBTS Nov 60 C $GEV Dec 1320 C $PCG Oct 20 C $IBIT Nov 57 C $XOM Aug28 175 C $IE Jan 15 C $SHEL Aug28 97 C $XP Nov 21 C $ASST Oct 27 C $WULF Nov 20/25 C Spd $CVX Aug28 220 C $I
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