ZTS · 10-Q · 2026Q3 · Full report

Segment Revenue Performance

Zoetis Inc. · 2026-11-05 · Importance 37 · Surprise 32

U.S. segment revenue decreased $259 million, or 7%, to $3.602 billion in the nine months ended September 30, 2026, including a $329 million decline in companion animal products, partly offset by $70 million growth in livestock products. U.S. companion animal sales were pressured by softer demand, competition in dermatology and Simparica Trio, generic competition for Convenia and Cerenia, and lower Librela sales. International segment revenue increased $294 million, or 9%, to $3.438 billion, including $170 million of operational growth; companion animal products added $72 million and livestock products added $98 million.

Key facts

• U.S. third-quarter 2026 livestock growth reflected increased cattle-product sales from improved supply availability, broad-based swine growth, and strong poultry-vaccine demand. source
• U.S. first-nine-months 2026 livestock revenue growth was driven by cattle, poultry and swine demand; cattle sales benefited from improved supply availability and elevated demand in response to the New World screwworm outbreak. source