ELAN
Elanco Animal Health Incorporated22.49
+0.79+3.64%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Zenrelia surges internationally
Q&A reinforced prepared remarks on robust innovation momentum, with Zenrelia grabbing 40% share in Brazil and 30%+ in Japan while outpacing a new EU entrant—efficacy fueling first-line use abroad. Management expressed confidence in a US label update via constructive FDA talks and 1M+ dogs treated, yet guidance assumes the status quo. No destocking spotted; distributor ties strengthen post-Covetrus-MWI merger buzz, as Quattro boosts portfolios in 2,600 clinics. Price accelerates—biggest US vet hike in five years. Guidance prudent amid inflation. Zenrelia works fast overseas.
Key Stats
Market Cap
11.17BP/E (TTM)
321.29Basic EPS (TTM)
0.07Dividend Yield
0%Recent Filings
8-K
Elanco beats, raises 2026 outlook
Elanco reported Q4 2025 revenue of $1,144M, up 9% organic constant currency, and full-year $4,715M, up 7%. Innovation revenue hit $892M, beating targets with all 'Big 6' products delivered; raised 2026 target to $1.15B. Guides 2026 revenue $4.95B-$5.02B (4-6% organic CC growth), Adjusted EBITDA $955M-$985M. Restructuring hit $155M charges, yet net leverage fell to 3.6x. Momentum builds.
10-K
FY2025 results
Elanco posted FY2025 revenue of $4.7B, up 6% y/y driven by 7% pet health growth from new launches like Credelio Quattro and Zenrelia, while farm animal rose 5% on cattle and poultry strength despite aqua divestiture. Gross margins held steady at 55%, but $237M restructuring charges and $47M intangible impairment flipped profits to a $232M net loss. Q4 momentum shone in volume gains, yet $155M 2025 Restructuring Plan costs weighed heavy. Debt fell to $3.8B post-refinancing; cash flow topped $560M. Highly competitive pressures risk quarterly traction.
8-K
Elanco previews growth at JPM
Elanco furnished its J.P. Morgan Healthcare Conference presentation, recapping Investor Day highlights: MSD% organic constant currency revenue growth starting 2025, $1.1B innovation revenue in 2026 from Big 6 products, and $1B+ free cash flow 2026-2028. Innovation engine targets 5-6 blockbuster approvals by 2031 with >$2B peak sales potential. Elanco Ascend to deliver $200M-$250M adjusted EBITDA savings by 2030. Leverage drops to 3.7-3.8x in 2025E.
8-K
Restructuring for margin expansion
Elanco authorized a restructuring plan on December 5, 2025, cutting 300 global jobs and shifting 300 to growth areas or lower-cost sites to boost margins and innovation. It triggers $175 million pretax charges—$130 million cash, $45 million impairments from closing Kansas City and partial Monheim facilities. Savings hit $25 million in 2026. Restructuring fuels U.S. investments.
10-Q
Q3 FY2025 results
Elanco posted Q3 revenue of $1,137M, up 10% y/y from $1,030M on 9% volume gains in pet health and farm animal, yet swung to a $34M net loss from $364M profit after last year's $640M aqua divestiture gain. Gross margin edged to 53.4% from 52.2%, while operating loss reflected $140M intangible amortization and $25M special charges. Cash swelled to $505M with $452M YTD operating cash flow; total debt plus $255M HQ finance lease fell to $4,024M after paydowns, bolstered by $750M revolver capacity. Debt weighs heavy. New products drive volumes.
IPO
Website
Employees
Sector
Industry
ELTP
Elite Pharmaceuticals, Inc.
0.50+0.00
GELS
Gelteq Limited
0.96+0.00
LLY
Eli Lilly and Company
1054.29-7.90
MRK
Merck & Company, Inc.
98.27-1.99
PAHC
Phibro Animal Health Corporatio
40.40-0.27
PETS
PetMed Express, Inc.
3.90+1.03
TAK
Takeda Pharmaceutical Company L
14.53-0.08
VRBCF
Virbac SA
346.00+0.00
ZTS
Zoetis Inc.
123.23+2.25
ZYBT
Zhengye Biotechnology Holding L
1.86-0.07