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
Actual | 0.13 | 0.09 | 0.13 | 0.12 | 0.37 | 0.28 | 0.19 | 0.2 | 0.36 | 0.36 | 0.2 | 0.19 | 0.45 | 0.18 | 0.18 | 0.08 | 0.34 | 0.3 | 0.13 | 0.14 | 0.37 | 0.26 | 0.19 | 0.13 | ||||||
Forecast | 0.2369 | 0.0373 | 0.121 | 0.0987 | 0.2264 | 0.2685 | 0.1653 | 0.1684 | 0.3532 | 0.2522 | 0.1586 | 0.1274 | 0.285 | 0.0471 | 0.1246 | 0.1045 | 0.274 | 0.2397 | 0.1224 | 0.149 | 0.3063 | 0.1987 | 0.13 | 0.1135 | ||||||
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
Actual | -- | -- | -- | -- | -- | -- | 657.70M | 586.30M | 889.60M | 1.14B | 1.24B | 1.28B | 1.13B | 1.11B | 1.23B | 1.18B | 1.03B | 988.00M | 1.26B | 1.06B | 1.07B | 1.03B | 1.21B | 1.18B | 1.03B | 1.02B | 1.19B | 1.24B | 1.14B | 1.14B |
Forecast | -- | -- | -- | -- | -- | -- | 721.62M | 575.44M | 913.80M | 1.05B | 1.16B | 1.24B | 1.08B | 1.10B | 1.22B | 1.18B | 1.03B | 980.94M | 1.19B | 1.04B | 1.04B | 1.00B | 1.19B | 1.15B | 1.04B | 1.01B | 1.17B | 1.19B | 1.09B | 1.09B |
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
You can ask Aime
What is the revenue and EPS growth rate for Elanco Animal Health year over year?What is Elanco Animal Health's latest dividend and current dividend yield?Did Elanco Animal Health beat or miss consensus estimates last quarter?What were the key takeaways from Elanco Animal Health’s earnings call?What factors drove the changes in Elanco Animal Health's revenue and profit?What were the key takeaways from Elanco Animal Health's earnings call?What is Elanco Animal Health's gross profit margin?What does Elanco Animal Health do and what are its main business segments?
