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Sep 30, 2022

Zoetis Q3 2022 Earnings Report

Zoetis's revenue grew by 1% and net income decreased by 4% for the third quarter of 2022.

Key Takeaways

Zoetis reported revenue of $2.0 billion for the third quarter of 2022, a 1% increase compared to the third quarter of 2021. Net income was $529 million, a decrease of 4%. The company lowered its full year 2022 revenue guidance to $8.000 - $8.075 billion.

Revenue reached $2.0 billion, a 1% increase, while net income was $529 million, a 4% decrease.

Operational revenue growth was 5%, and adjusted net income grew by 2%.

Adjusted net income was $566 million, or $1.21 per diluted share.

Full year 2022 revenue guidance lowered to $8.000 - $8.075 billion.

Total Revenue
$2B
Previous year: $1.99B
+0.6%
EPS
$1.21
Previous year: $1.25
-3.2%
Companion Animal Growth
6%
Previous year: 21%
-71.4%
Livestock Growth
-8%
0
US Revenue Growth
2%
Previous year: 7%
-71.4%
Gross Profit
$1.4B
Previous year: $1.4B
-0.6%
Cash and Equivalents
$2.51B
Previous year: $3.27B
-23.4%
Free Cash Flow
$372M
Previous year: $534M
-30.3%
Total Assets
$13.7B
Previous year: $13.7B
-0.2%

Zoetis

Zoetis

Zoetis Revenue by Segment

Zoetis Revenue by Geographic Location

Forward Guidance

Zoetis is lowering its full year 2022 guidance to reflect lower than expected sales due to continued supply constraints, veterinary workforce challenges, as well as the negative impact of recent changes to foreign exchange rates.

Positive Outlook

  • Revenue between $8.000 billion to $8.075 billion
  • Operational growth 7% to 8%
  • Adjusted cost of sales as a percentage of revenue approximately 30%
  • Adjusted SG&A expenses $1,970 to $2,000 million
  • Adjusted R&D expenses $530 to $540 million

Challenges Ahead

  • Adjusted interest expense and other (income)/deductions-net Approximately $215 million
  • Effective tax rate on adjusted income Approximately 20%
  • Adjusted diluted EPS $4.83 to $4.90
  • Adjusted net income $2,270 to $2,310 million
  • Operational growth 9% to 11%

Revenue & Expenses

Visualization of income flow from segment revenue to net income