Zoetis Inc.'s management explains the business in its own materials. The slides below do the most of that work, pulled from the documents preserved in Sources. Each source link opens the complete presentation at that slide in a new tab.
The fullest current-state deck: full-year segment and franchise performance, the approval pipeline and the emerging-market opportunities behind future growth. · Open the full document →
p. 4 — The whole company on one slide — $9.5B revenue, the growth split by price and volume, and the year's five key takeaways. · Open the full presentation →p. 5 — The 2025 new-product and lifecycle approvals (185+) that keep the franchises growing, from new OA antibodies to avian-flu vaccines. · Open the full presentation →p. 6 — How the business splits — U.S. versus international, companion animal versus livestock — with revenue for each of the four boxes. · Open the full presentation →p. 9 — Management's 2026 outlook and the 3-5% organic-growth algorithm the whole model runs on. · Open the full presentation →p. 10 — The flagship parasiticide franchise ($1.5B) and why the shift to triple-combination oral products is its growth vector. · Open the full presentation →p. 11 — The dermatology franchise ($1.7B) — Apoquel and Cytopoint — and the large untreated population behind the growth case. · Open the full presentation →p. 12 — The osteoarthritis-pain monoclonal-antibody franchise (Librela, Solensia) — a category Zoetis largely created, now stabilizing. · Open the full presentation →p. 13 — The livestock business ($2.7B ex-MFA) and the protein-demand and treatment-to-prevention shifts driving it. · Open the full presentation →p. 14 — The approval pipeline year by year through 2030+, expected blockbusters flagged — where the next decade of growth is meant to come from. · Open the full presentation →p. 15 — The emerging therapeutic frontiers — kidney disease, oncology, cardiology, obesity, anxiety — and the market each could open. · Open the full presentation →
The latest deck, featured for what the annual deck lacks: the current-quarter picture, the fiscal-year accounting change, the growth strategy and the diagnostics franchise. · Open the full document →
p. 3 — The most recent quarter — $2.3B, flat organic growth, and the companion-animal pricing pressure now weighing on results. · Open the full presentation →p. 7 — The Jan-2026 accounting change that removed the one-month international reporting lag — needed to read 2026 numbers correctly. · Open the full presentation →p. 9 — Management's four-part response to slowing growth: commercial execution, faster innovation, business development, cost management. · Open the full presentation →p. 13 — The companion-animal diagnostics franchise (reference labs, Vetscan Imagyst) — a growth line not broken out in the annual deck. · Open the full presentation →
Kept for two slides the newer decks dropped: the value-creation framework management runs on, and the MFA divestiture behind every 'ex-MFA' comparison. · Open the full document →
p. 7 — The Oct-2024 medicated-feed-additive divestiture (~$355M revenue, ~35% margins) that explains the 'ex-MFA' livestock comparisons. · Open the full presentation →p. 14 — Management's 3-5 year value-creation framework: grow above market, invest in R&D, grow earnings faster than revenue, return capital. · Open the full presentation →
