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ELAN

Elanco Animal Health·NYSE
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ELAN fundamentals

Elanco Animal Health (ELAN) released its earnings on Feb 24, 2026: revenue was 1.14B (YoY +12.16%), beat estimates; EPS was 0.13 (YoY -7.14%), beat estimates.
Revenue / YoY
1.14B
+12.16%
EPS / YoY
0.13
-7.14%
Report date
Feb 24, 2026
ELAN Earnings Call Summary for Q4,2025
  • Record Innovation Growth: 2025 innovation revenue of $892 million, with 2026 target of $1.15 billion (+$250 million). Key drivers: Credelio Quattro (U.S. broad-spectrum market leader), Zenrelia (40%+ share in Brazil, Japan), and Experior (cattle health franchise).
  • Strong Financial Position: 2026 guidance includes 8% EBITDA growth (midpoint), 10% EPS growth, and net leverage reduction to 3.1-3.3x. First-half gross margin pressure due to inventory costs, with H2 improvement.
  • Strategic Expansion: AHV acquisition to strengthen dairy portfolio; Quattro and Zenrelia global rollouts underway. U.S. Pet Health price hikes in 2026 will be highest in 5 years.
  • Durable Growth Drivers: Pet health omnichannel strategy (40% of pet care spend via subscription), farm animal protein demand (5%+ annual growth in U.S.), and Elanco Ascend productivity initiatives ($25 million savings in 2026).
EPS
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.130.090.130.120.370.280.190.20.360.360.20.190.450.180.180.080.340.30.130.140.370.260.190.13
Forecast
0.23690.03730.1210.09870.22640.26850.16530.16840.35320.25220.15860.12740.2850.04710.12460.10450.2740.23970.12240.1490.30630.19870.130.1135
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-45.12%
+141.29%
+7.44%
+21.58%
+63.43%
+4.28%
+14.94%
+18.76%
+1.93%
+42.74%
+26.10%
+49.14%
+57.89%
+282.17%
+44.46%
-23.44%
+24.09%
+25.16%
+6.21%
-6.04%
+20.80%
+30.85%
+46.15%
+14.54%
Revenue
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
------------657.70M586.30M889.60M1.14B1.24B1.28B1.13B1.11B1.23B1.18B1.03B988.00M1.26B1.06B1.07B1.03B1.21B1.18B1.03B1.02B1.19B1.24B1.14B1.14B
Forecast
------------721.62M575.44M913.80M1.05B1.16B1.24B1.08B1.10B1.22B1.18B1.03B980.94M1.19B1.04B1.04B1.00B1.19B1.15B1.04B1.01B1.17B1.19B1.09B1.09B
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-8.86%
+1.89%
-2.65%
+8.05%
+7.18%
+2.98%
+4.51%
+0.84%
+0.58%
-0.04%
-0.41%
+0.72%
+5.32%
+1.87%
+2.73%
+3.33%
+1.45%
+3.14%
-0.61%
+1.10%
+2.02%
+4.64%
+4.14%
+4.67%

Earnings Call