Strong Revenue Growth: Zoetis reported a 4% increase in revenue for Q2 2025 on a reported basis, and an impressive 8% organic operational revenue growth. This growth was driven by the Companion Animal segment (8% operational growth) and Livestock (6% operational growth), showcasing the strength of their diverse portfolio, particularly in new product categories and increased customer engagement.

Raised Guidance: Based on robust first-half performance, Zoetis raised its full-year revenue growth guidance to 6.5% to 8% and adjusted net income growth to 5.5% to 7.5%. This positive adjustment reflects confidence in their ability to navigate competitive pressures and leverage strong foundational growth, particularly in the Companion Animal and Livestock segments.

Challenges with Librela: The new OA (Osteoarthritis) treatment, Librela, faced a 16% decline in sales amid difficulties in adoption and veterinarian recommendations due to perceived safety concerns. The company is focused on education and additional clinical studies to bolster confidence in the product and expects potential growth resumption in the longer term.