Filings monitor · ZTS

What Zoetis Inc.'s SEC filings said

10-Q for 2026Q3, filed 5 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Convertible Senior Notes71 · importance in its document · 10-Q · 2026Q3
   On December 18, 2025, Zoetis completed a $2.0 billion offering of 0.250% convertible senior notes due June 15, 2029, receiving net proceeds of $1,970 million after $30 million of discounts and expenses. The notes have an initial…
2. Restructuring Charges71 · importance in its document · 8-K exhibit · 5 Nov 2026
   Restructuring charges and certain acquisition and divestiture-related costs were $43 million in the third quarter of 2026, compared with $4 million a year earlier. For the nine months ended September 30, 2026, those charges totaled $142…
3. Guidance raised60 · rule score among filings · 8-K Item 2.02 · 5 Nov 2026
   Highlights Progress Advancing Innovation Across Diversified Portfolio and Narrows Full Year 2026 Revenue Guidance, Raises Full Year 2026 Adjusted EPS Guidance Third Quarter 2026 Highlights
4. Guidance / Outlook56 · importance in its document · 8-K exhibit · 5 Nov 2026
   On November 5, 2026, Zoetis narrowed full-year revenue guidance to $9.220 billion–$9.320 billion, versus prior guidance of $9.120 billion–$9.320 billion, and forecast organic operational revenue growth of negative 2% to negative 1%.…
5. Capital Return Program50 · importance in its document · 10-Q · 2026Q3
   Zoetis repurchased 17.7 million shares for $1,659 million during the first nine months of 2026, excluding a $16 million accrual for excise tax on net share repurchases. The August 2024 multi-year authorization permits up to $6 billion of…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 5 Nov 2026

Full report · Filing on EDGAR

• Convertible Senior NotesImportance 71
  On December 18, 2025, Zoetis completed a $2.0 billion offering of 0.250% convertible senior notes due June 15, 2029, receiving net proceeds of $1,970 million after $30 million of discounts and expenses. The notes have…
• Capital Return ProgramImportance 50
  Zoetis repurchased 17.7 million shares for $1,659 million during the first nine months of 2026, excluding a $16 million accrual for excise tax on net share repurchases. The August 2024 multi-year authorization permits…
• Competition and Pricing PressureImportance 43
  U.S. companion animal revenue fell $329 million over the first nine months of 2026, as softer end-market demand coincided with heightened competition and persistent macroeconomic-driven price sensitivity. The key…
• Macroeconomic Consumer PressureImportance 43
  For the nine months ended September 30, 2026, U.S. companion animal revenue declined $329 million, with softer end-market demand and persistent macroeconomic-driven price sensitivity contributing to the decline. The…
• Headcount / RestructuringImportance 40
  Restructuring charges and certain acquisition- and divestiture-related costs in the first nine months of 2026 primarily reflected employee termination costs under a comprehensive cost and productivity program and…
• Segment Revenue PerformanceImportance 37 · +1 more on this subject
  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…
• Net Income and ProfitabilityImportance 37
  Nine-month net income attributable to Zoetis declined 8%, from $2.049 billion in 2025 to $1.883 billion in 2026, while adjusted net income decreased 1%, from $2.178 billion to $2.147 billion. Diluted GAAP EPS declined…
• Product Launch and TransitionImportance 35
  Zoetis launched Lenivia and Portela, its long-acting monoclonal antibody pain products, in International markets. Their sales contributed to companion animal performance alongside increased parasiticide sales and…
• Liquidity and Debt PositionImportance 34
  At September 30, 2026, Zoetis had $1,333 million of cash and cash equivalents and $8,299 million of long-term debt, compared with $2,450 million and $9,042 million, respectively, at December 31, 2025. Working capital…
• International Market GrowthImportance 32
  International segment revenue increased 9% to $3.438 billion in the first nine months of 2026, with operational growth of 5% and contributions from both companion animal and livestock products. Companion animal growth…
• Operating Cash Flow TrendsImportance 30
  Net cash provided by operating activities was $1,880 million for the nine months ended September 30, 2026, down $176 million, or 8.6%, from $2,056 million in the comparable 2025 period. The decrease primarily reflected…
• FX / Currency ImpactImportance 24
  Approximately 45% of Zoetis’s revenue for the nine months ended September 30, 2026 was denominated in foreign currencies, and foreign exchange favorably affected year-over-year revenue growth by approximately 1%.…

8-K filings last 12 months

• Guidance raised5 Nov 2026 · 8-K Item 2.02 · Flagged · rule score 60
  “Highlights Progress Advancing Innovation Across Diversified Portfolio and Narrows Full Year 2026 Revenue Guidance, Raises Full Year 2026 Adjusted EPS Guidance Third Quarter 2026 Highlights”
  Read from the attached exhibit: Restructuring Charges · Guidance / Outlook · Market Demand Trends
• Management change (filing not read)13 Oct 2026 · 8-K Item 5.02 · Routine · rule score 20
  Read from the attached exhibit: Management Changes
• Press release attached to an 8-K8 Oct 2026 · 8-K
  Read from the attached exhibit: Quarterly Dividend Declaration
• Results (release not read)6 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Headcount / Restructuring · Guidance / Outlook · Segment Profitability
• CFO exit6 Aug 2026 · 8-K Item 5.02 · Flagged · rule score 55
  “Departure of Wetteny Joseph, Executive Vice President and Chief Financial Officer On July 31, 2026, the Company entered into a letter agreement (the “Letter Agreement”) with Wetteny Joseph setting forth the terms of his departure from the…”
  Read from the attached exhibit: Management Changes
• Board change22 May 2026 · 8-K Item 5.02 · Routine · rule score 10
  “To elect twelve directors, each to serve for a one-year term until the 2027 Annual Meeting of Shareholders or until each director’s successor has been elected and qualified, or until such director’s earlier death, resignation or removal. 2.”
• Results (release not read)7 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)12 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• Equity issuance · New debt18 Dec 2025 · 8-K Items 1.01, 2.03, 3.02 · Routine · rule score 40

Earlier reports

• 10-Q · 2026Q2filed 6 Aug 2026
  Liquidity and Debt Position · Competition and Pricing Pressure · Macroeconomic Consumer Pressure

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.