Key Takeaways Markets swung on AI fears, geopolitics, sticky inflation and weaker 1.4% GDP growth.Ross, Globe Life, BBVA, Zoetis and TEL screen strong on high ROE and cash flow.Screen favors low Price/Cash Flow, high ROA and solid 5-year EPS growth momentum.The broader equity markets witnessed a roller-coaster ride this week as concerns regarding AI disruption across the spectrum and geopolitical unrest triggered a downslide. As simmering tensions between the United States and Iran kept the markets on edge, ...

Amlan International and Elanco Collaborate on Japanese Educational Seminars Focused on Calf Health Amlan® International will collaborate with Elanco Animal Health on a three-day educational seminar in Japan from March 10–12 titled: “Creating the Future for Calves: Latest Clinical Approaches for Suckling Calves.” CHICAGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Amlan® International, the animal health business of Oil-Dri® Corporation of America (NYSE: ODC), will collaborate with Elanco Animal Health on a three ...

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PresentationLadies and gentlemen, the program is about to begin. At this time, it is my pleasure to turn the program over to your host, Michael Ryskin. You may begin.Great. Thanks, everyone, for joining us. My name is Mike Ryskin, Bank of America Life Science Tools and Diagnostics Analyst and also covering animal health space. Excited for our next session with the Elanco Animal Health. We're joined by Jeff Simmons, President and CEO; and Bob V., Executive VP and CFO. Jeff, Bob, thanks so much.Michael Ryskin ...

Zoetis Conference Call Summary Company Overview - **Company**: Zoetis (NYSE: ZTS) - **Industry**: Animal Health Key Highlights from the Call Financial Performance - **4Q Results**: Achieved 6% revenue growth and 7% adjusted net income growth on an organic operational basis, excluding impacts from MFA and divestitures [4][5] - **EPS Growth**: Reported double-digit growth for the year despite macroeconomic headwinds and competitive pressures [4] - **2026 Guidance**: Projected revenue growth of 3%-5% and adjusted net income growth of 3%-6% [7] Market Dynamics - **Animal Health Resilience**: Continued robust spending on animal health, with clinics seeing about 6% revenue growth driven by price increases [5] - **Competitive Landscape**: Acknowledged competition but expressed confidence in Zoetis' differentiated portfolio and pipeline [6] Product and Pipeline Insights - **KeyDerm Franchise**: Generated over $1.7 billion in revenue in 2025, with significant growth potential remaining [32] - **Product Differentiation**: Emphasized the importance of product features such as film-coating in Apoquel and the introduction of chewable products, which have shown strong market traction [34][39] - **Upcoming Innovations**: Anticipated approval of long-acting Cytopoint in late 2026, addressing significant unmet needs in chronic kidney disease [66] Pricing Strategy - **Pricing Dynamics**: Pricing adjustments will be made based on the value provided to customers and competitive landscape, with a focus on maintaining market share [46][47] Distribution and Go-to-Market Strategy - **Omni-Channel Approach**: Utilizes a combination of direct sales, distribution, and alternative channels to meet customer needs [52] - **Demand Generation**: Strong emphasis on direct relationships with customers to drive demand, particularly for complex products [53] Margin and Operational Efficiency - **Margin Guidance**: Expected slower margin expansion in 2026 due to lower top-line growth, but maintained a disciplined approach to managing costs [55][57] - **Long-Term Focus**: Commitment to long-term investments in innovation while managing short-term financial performance [58] Shareholder Returns - **Capital Return Strategy**: Engaged in a debt transaction to buy back stock, emphasizing the importance of maintaining a strong balance sheet while returning capital to shareholders [69][70] Vet Visit Dynamics - **Vet Visits**: Monitoring trends in vet visits but cautious about short-term data impacting long-term guidance [72] Gross Margin Considerations - **Margin Analysis**: Considered various factors, including livestock mix and key growth drivers, in margin guidance for 2026 [76] Additional Insights - **Pipeline Updates**: Regular updates on the pipeline are planned, with significant near-term launches expected to impact growth [63][66] - **Market Positioning**: Confidence in the ability to leverage a broad portfolio to capture market share, even in commoditized areas [49][50] This summary encapsulates the key points discussed during the Zoetis conference call, highlighting the company's financial performance, market dynamics, product innovations, pricing strategies, and operational focus.

PresentationLadies and gentlemen, the program is about to begin. At this time, it is my pleasure to turn the program over to your host, Michael Ryskin. You may begin.Michael RyskinBofA Securities, Research Division Great. Thanks for joining us, everyone. My name is Mike Ryskin. I'm on the BofA Life Science Tools and Diagnostics team, also covering Animal Health. For our next session, we're excited to host Phibro Animal health and we're joined by a number of members of the team. We've got Dani Bendheim with ...

Elanco Animal Health Conference Call Summary Company Overview - **Company**: Elanco Animal Health (NYSE: ELAN) - **Date**: February 26, 2026 - **Speakers**: Jeff Simmons (President and CEO), Bob VanHimbergen (Executive VP and CFO) Key Points Industry and Market Position - The animal health industry is experiencing positive trends, particularly in pet care and protein sectors, with Elanco positioned well within these markets [5][6] - Elanco's strategy focuses on growth, innovation, and cash generation, aiming to be a consistent and reliable performer [5][6] Financial Performance - Elanco reported strong Q4 results, exceeding expectations in adjusted EBITDA, revenue, and EPS [6] - Guidance for fiscal 2036 includes: - Mid-single-digit top-line growth - High single-digit EBITDA growth - Low double-digit EPS growth - Deleveraging to low threes by year-end [8][22] Innovation and Product Pipeline - Elanco's innovation pipeline is robust, with a focus on products like Zenrelia and Befrena, which are expected to drive future growth [10][12] - Zenrelia has shown strong market uptake, achieving 40% market share in Brazil and significant growth in the U.S. [13][15] - The company plans to increase investment in Zenrelia due to its positive performance and demand [14] Competitive Landscape - Elanco anticipates competitive responses from companies like Zoetis and Merck, but believes its product efficacy will maintain its market position [62][67] - The entry of new competitors, such as Merck's NUMELVI, is factored into Elanco's guidance, with expectations of continued market share growth [30][34] Pricing Strategy - Elanco has implemented a price increase of 2% in 2025, with expectations for further price uplift in 2026 due to new product launches [74][76] - The company emphasizes that market share gains are driven by product efficacy rather than pricing alone [74] Distribution Relationships - Elanco maintains strong relationships with major distributors, which are expected to provide a competitive advantage moving forward [78][80] - The company has a unique buy-sell model that allows for better value creation and demand generation [78] Long-term Outlook - Elanco expects to see EBITDA margins improve by 200 to 350 basis points by 2028, driven by volume leverage and a favorable product mix [88] - The Ascend initiative is expected to contribute significantly to operational efficiency and margin improvement [88] Additional Insights - The company is focused on maintaining a balanced approach to investment in innovation and operational efficiency, ensuring long-term growth [81][85] - Elanco's omnichannel approach is highlighted as a key strategy to enhance customer engagement and compliance in pet care [41] Conclusion Elanco Animal Health is positioned for growth in the animal health market, driven by a strong innovation pipeline, effective pricing strategies, and robust distribution relationships. The company is optimistic about its future performance, with a focus on maintaining product efficacy and market share amidst increasing competition.

Partnership Expected to Accelerate System Placements and Support Recurring Consumables Revenue Growth ANN ARBOR, MI / ACCESS Newswire / February 25, 2026 / Zomedica Corp. (OTCQB:ZOMDF) ("Zomedica" or the "Company"), an animal health company offering innovative diagnostic and therapeutic products for equine and companion animals, today announced a commercial distribution agreement with Moichor, a recognized leader in veterinary reference and point-of-care laboratory services across the United States. Under t ...

For the full year, Van Hembergen reported $4.715 billion in revenue (6% reported growth) and said organic constant-currency revenue growth was 7% for 2025. Full-year adjusted EBITDA was $901 million and adjusted EPS was $0.94 , up from $0.91 in 2024. Full-year adjusted gross margin of 54.9% was flat versus 2024, as price and volume benefits were offset by inflation and higher manufacturing costs.Adjusted EBITDA was $189 million , up 7% year over year. Adjusted EPS was $0.13 , down 7%, which Van Hembergen at ...

Achieved 9% organic constant currency revenue growth in Q4, marking 10 consecutive quarters of underlying growth led by U.S. farm and pet health sectors. Innovation revenue reached $892 million in 2025, outperforming expectations due to the rapid adoption of the 'Big Six' products, particularly Credelio Quattro and Zenrelia. Credelio Quattro has become the fastest blockbuster in company history, gaining significant share in the $1.4 billion U.S. broad-spectrum parasiticide market through its unique fo ...