share_log

Earnings Call Summary | Zoetis(ZTS.US) Q1 2024 Earnings Conference

Earnings Call Summary | Zoetis(ZTS.US) Q1 2024 Earnings Conference

業績電話會議摘要 | Zoetis (ZTS.US) 2024 年第一季度業績發佈會
富途資訊 ·  05/03 07:10  · 電話會議

The following is a summary of the Zoetis Inc (ZTS) Q1 2024 Earnings Call Transcript:

以下是佐蒂斯公司(ZTS)2024年第一季度業績電話會議記錄的摘要:

Financial Performance:

財務業績:

  • Zoetis reported Q1 revenue of $2.2 billion, growing 10% from the same period last year, with $1.2 billion from the U.S. (16% increase) and $1 billion internationally (8% increase).

  • The adjusted net income amounted to $634 million, a 4% increase.

  • The company has raised its 2024 operational guidance, expecting yearly revenue between $9.05 billion and $9.20 billion (8.5 to 10.5% operational growth).

  • The forecast for the full-year adjusted net income ranges between $2.62 billion to $2.67 billion and the adjusted diluted EPS is expected to land between $5.71 to $5.81.

  • Zoetis報告稱,第一季度收入爲22億美元,比去年同期增長10%,其中12億美元來自美國(增長16%),10億美元來自國際(增長8%)。

  • 調整後的淨收入爲6.34億美元,增長4%。

  • 該公司提高了其2024年的運營指導,預計年收入在90.5億美元至92.0億美元之間(運營增長8.5%至10.5%)。

  • 全年調整後淨收益的預測在26.2億美元至26.7億美元之間,調整後的攤薄每股收益預計將在5.71美元至5.81美元之間。

Business Progress:

業務進展:

  • Zoetis' OA pain mAbs Librela and Solensia are showing positive growth with strong reorder rates of 80%.

  • The launch of Apoquel chewable has resulted in solid conversions.

  • Despite an operational decline of 12% in Zoetis' companion animal diagnostics portfolio, influenced by a distribution model change, and the economic challenges faced by the livestock business in China, the company has still increased its operational guidance for 2024.

  • The company has entered into an agreement with Phibro Animal Health which aligns with its strategic growth plans.

  • Major product launches are planned while maintaining a dedicated focus on livestock innovations in the areas of preventatives, antibiotic alternatives, and genetics.

  • Zoetis plans to sell off its global medicated feed additives and certain water-soluble product portfolios to redirect focus and investments.

  • The company reports growth across key therapeutic areas and major markets, with expectations of future growth due to the diversity and reliability of those growth capabilities.

  • Zoetis maintains a strong R&D pipeline across key therapeutic areas, underscoring its relevancy in the market.

  • The company strives to create new markets and launch innovative products that elevate the standard of medical care for animals.

  • Zoetis的OA止痛藥Librela和Solensia表現出正增長,強勁的再訂購率爲80%。

  • Apoquel Chewable的推出帶來了可觀的轉化率。

  • 儘管受分銷模式變化以及中國畜牧業務面臨的經濟挑戰的影響,Zoetis的伴侶動物診斷產品組合的運營下降了12%,但該公司仍提高了2024年的運營指導。

  • 該公司已與Phibro Animal Health簽訂了一項協議,該協議符合其戰略增長計劃。

  • 計劃推出主要產品,同時繼續專注於預防劑、抗生素替代品和遺傳學領域的牲畜創新。

  • Zoetis計劃出售其全球藥用飼料添加劑和某些水溶性產品組合,以重新調整重點和投資。

  • 該公司報告了關鍵治療領域和主要市場的增長,由於這些增長能力的多樣性和可靠性,預計未來將實現增長。

  • Zoetis在關鍵治療領域保持着強大的研發渠道,這凸顯了其在市場中的重要性。

  • 該公司致力於創造新市場並推出創新產品,以提高動物醫療保健的標準。

More details: Zoetis IR

更多詳情: Zoetis IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論