In 2019, Elanco exclusively licensed lotilaner to Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS) for exploration as a solution to several unmet human health needs. In 2023, XDEMVY became the first lotilaner- based product approved for human use and the only FDA-approved medicine for treatment of Demodex blepharitis (DB), a common eyelid disease in humans caused by Demodex mites. "Elanco's team of scientific experts is focused on identifying and developing molecules to generate high-impact innovation, not just ...

NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Elanco Animal Health Incorporated (NYSE:ELAN) on behalf of long-term stockholders following a class action complaint that was filed against Elanco on October 7, 2024 with a Class Period from November 7, 2023 to June 26, 2024. Our investigation concerns whether the board of directors of Elanco have breached their fiduciary duties to the compa ...

Elanco Animal Health Incorporated (ELAN) shares rallied 12.6% in the last trading session to close at $9.38. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 17% loss over the past four weeks.The upside can be attributed to relief-rally across global markets following the announcement of a 90-day pause on tariff hike by the United States.This company is expected to post quarterly earnings of $0.31 per share in ...

Core Viewpoint - Elanco Animal Health Incorporated will announce its first quarter 2025 financial results on May 7, 2025, and will hold a conference call to discuss the performance with the investment community and media [1][2]. Company Overview - Elanco Animal Health is a global leader in animal health, focusing on innovating and delivering products and services for the prevention and treatment of diseases in farm animals and pets [3]. - The company has a 70-year heritage in animal health and aims to create value for farmers, pet owners, veterinarians, stakeholders, and society [3]. - Elanco is committed to improving animal health while making a meaningful impact on local and global communities, driven by its vision of "Food and Companionship Enriching Life" and sustainability pillars [3].

GREENFIELD, Ind., March 17, 2025 /PRNewswire/ -- Elanco Animal Health Incorporated (NYSE: ELAN) today announced changes to its Board of Directors that will reduce the Board size to 11 directors by the 2025 Annual Meeting of Shareholders: John P. (JP) Bilbrey, Kathy Turner and Craig Wallace have each informed the Board they will not stand for re-election at the conclusion of their terms at the 2025 Annual Meeting of Shareholders. William F. (Bill) Doyle has resigned from the Board, effective immediately, in ...

Financial Data and Key Metrics Changes - Fourth quarter revenue was $1.02 billion, representing a 1% reported decline, but organic constant currency growth was 4% [46] - Adjusted EBITDA for the fourth quarter was $177 million, an increase of $12 million on a reported basis [54] - Full year adjusted EPS came in at $0.91 compared to $0.89 in 2023, reflecting a slight growth [58] Business Line Data and Key Metrics Changes - Total Pet Health revenue increased by 6% in constant currency in the fourth quarter, with U.S. Pet Health growing by 2% and international Pet Health growing by 11% [47][48] - U.S. Farm Animal business achieved $223 million in sales, a 6% increase, driven by market expansion and increased share within the cattle business [49] - International Farm Animal revenue was flat, impacted by the Kexxtone recall and strategic changes in certain geographies [50] Market Data and Key Metrics Changes - The U.S. dermatology market is projected to surpass $2 billion, with Zenrelia capturing significant market share [80] - The global poultry demand showed sequential improvement, contributing to the overall growth despite challenges in swine economics in Asia [17][50] - The carbon market for Bovaer is estimated to be $2 billion, with strong demand from farmers and consumer product goods companies [38] Company Strategy and Development Direction - The company is focused on growth, innovation, and cash generation, with expectations of 4% to 6% organic constant currency revenue growth in 2025 [12][73] - Strategic divestiture of the aqua business has allowed for debt reduction and increased investments in product launches [10][20] - The company aims to leverage its comprehensive portfolio to enhance market share in both Pet Health and Farm Animal segments [22][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to achieve sustained growth despite macroeconomic challenges, including foreign exchange impacts [14][13] - The management highlighted the importance of innovation and commercial execution in driving future revenue growth [72] - The company anticipates a positive revenue trajectory for Bovaer and other innovative products in the second half of 2025 [39][97] Other Important Information - The company achieved a net leverage ratio of 4.3 times at the end of the year, down from 5.6 times at the start of 2024 [20] - Operating cash flow for the full year was $541 million, representing 120% of adjusted net income [60] - The company plans to increase capital expenditures to support the expansion of its monoclonal antibody manufacturing facility [66] Q&A Session Summary Question: What is the expected penetration of Zenrelia by year-end 2025? - Management is optimistic about Zenrelia's growth trajectory, with significant adoption in U.S. vet clinics and plans for aggressive sampling programs to drive further penetration [80][84] Question: What factors contribute to the accelerating revenue growth in Q1 2025? - The growth is attributed to the ramp-up of Zenrelia and Credelio Quattro, alongside the absence of headwinds faced in the previous year [88][89] Question: What gives confidence in the innovation contribution for 2025? - The momentum from successful product launches like Experior and AdTab, along with the growth potential in the dermatology market, supports this confidence [96][97] Question: How is the commercialization strategy for Credelio Quattro different? - The strategy includes a strong DTC approach and leveraging the existing Credelio franchise's growth to enhance market penetration [116] Question: What is the expected impact of competition in the dermatology market? - Competition is acknowledged as a headwind, but the company remains confident in its growth potential due to unmet needs in the market [125][126]

Core Insights - Elanco Animal Health reported fourth-quarter revenue of $1.02 billion, a decrease of 1% on a reported basis but a 4% organic constant currency growth, surpassing the consensus estimate of $1.01 billion [1] - The company reported adjusted EPS of 14 cents, an increase from 8 cents year-over-year, but fell short of the consensus estimate of 15 cents [1] Pet Health Segment - Pet Health revenue reached $439 million, reflecting a 6% year-over-year increase, with a 3% price increase contributing to this growth, driven by strong performance in the global over-the-counter retail parasiticide business and new products like Zenrelia and Credelio Plus, although competitive pressures in the U.S. veterinary channel partially offset these gains [2] Farm Animal Segment - Farm Animal revenue was $570 million, showing a 7% decrease on a reported basis but a 2% increase on an organic constant currency basis, with a 3% contribution from price in the fourth quarter; strong demand for Experior and Rumensin in the U.S. and swine across multiple geographies supported the organic growth [3] Financial Metrics - Adjusted EBITDA was $177 million, marking a 7% increase, with an adjusted EBITDA margin of 17.4%, up 150 basis points [3] Future Guidance - For 2025, Elanco expects revenues between $4.45 billion and $4.51 billion, slightly below the consensus of $4.53 billion, and adjusted EPS in the range of 80-86 cents, compared to the consensus of 90 cents; the company anticipates a revenue headwind of approximately $110 million due to unfavorable foreign exchange rates [4] Management Commentary - The company is focused on accelerating organic constant currency revenue growth for 2025 and improving earnings potential while navigating a dynamic macroeconomic environment; adjustments made were primarily for incremental currency headwinds [5] Q1 2025 Expectations - For the first quarter of 2025, Elanco projects revenues of $1.16 billion to $1.18 billion, below the consensus of $1.21 billion, and adjusted EPS of 29-34 cents, compared to the consensus of 30 cents [6] Stock Performance - Elanco's stock is down 4.68% at $10.59 as of the last check on Tuesday [7]

D 2024 Earnings – Fourth Quarter February 25, 2025 2024 | Q4 Earnings Notices and Disclaimers Forward-Looking Statements. This presentation contains forward-looking statements within the meaning of the federal securities laws, including, without limitation, statements concerning product launches and revenue from such products, our 2025 full year and first quarter guidance, long-term expectations, our expectations regarding debt levels, and expectations regarding our industry and our operations, performance ...

Elanco Animal Health Incorporated (ELAN) reported $1.02 billion in revenue for the quarter ended December 2024, representing a year-over-year decline of 1.5%. EPS of $0.14 for the same period compares to $0.08 a year ago.The reported revenue represents a surprise of +0.83% over the Zacks Consensus Estimate of $1.01 billion. With the consensus EPS estimate being $0.15, the EPS surprise was -6.67%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expe ...

Core Viewpoint - Elanco Animal Health reported quarterly earnings of $0.14 per share, missing the Zacks Consensus Estimate of $0.15 per share, but showing an improvement from $0.08 per share a year ago, indicating a -6.67% earnings surprise [1] Financial Performance - The company posted revenues of $1.02 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.83%, although this represents a decline from year-ago revenues of $1.04 billion [2] - Over the last four quarters, Elanco has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] Stock Performance - Elanco shares have declined approximately 8.3% since the beginning of the year, contrasting with the S&P 500's gain of 1.7% [3] - The current consensus EPS estimate for the upcoming quarter is $0.31 on revenues of $1.2 billion, and for the current fiscal year, it is $0.89 on revenues of $4.51 billion [7] Industry Outlook - The Medical - Outpatient and Home Healthcare industry, to which Elanco belongs, is currently ranked in the top 22% of over 250 Zacks industries, suggesting a favorable industry outlook [8]