Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.23Last Year’s EPS
0.23Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a materially positive picture: strong Q1 performance (10% organic growth, $1.371B revenue), major share gains and product momentum (Zenrelia, Credelio Quattro and Adtab), raised full-year guidance, meaningful EBITDA and EPS improvement, and a credible path to deleveraging supported by Elanco Ascend productivity plans and disciplined M&A. Near-term headwinds include a 40-basis-point gross margin decline in Q1, higher operating investments, regulatory work required for Zenrelia's U.S. label expansion, capacity scaling needs, and external timing effects (China/Middle East) and competitive risks that could temper near-term upside. Overall, the positives (outperformance, raised guidance, blockbuster product traction and clear balance-sheet focus) outweigh the manageable operational and timing risks discussed.Company Guidance
Strong Top-Line Growth
Reported revenue of $1.371 billion in Q1 2026, up 15% year-over-year; organic constant-currency revenue growth of 10% (driven by 2% price and 8% volume).
Robust Innovation Performance
Innovation revenue of $287 million in Q1; raised full-year innovation target by $50 million to $1.2 billion. 'Big 6' innovations driving broad-based growth and portfolio benefits.
Raised Full-Year Guidance
Full-year organic constant-currency revenue guidance raised to 5%–7% (from 4%–6%); adjusted EBITDA guidance increased to $975M–$1.005B (raised by $20M); adjusted EPS guidance increased to $1.03–$1.09 (raised by $0.03).
Margin-Adjusted Profitability Improvement
Q1 adjusted EBITDA of $334 million, up $58 million or 21% year-over-year; adjusted EPS of $0.40, up 8% year-over-year (note: prior-year tax benefit lapped).
Market Share Gains for Key New Products (Zenrelia & Credelio Quattro)
Zenrelia reached blockbuster status on a trailing 4-quarter basis, in >16,000 U.S. clinics (>50% U.S. penetration), >80% reorder rate and >2 million dogs treated; international Zenrelia share: Brazil >50% JAK share, Japan >35%, key EU markets high teens to >30%. Credelio Quattro: penetration in >40% of U.S. clinics, share within carrying clinics rose 13 points to 53%; added 2,500 new clinics year-to-date.
Broad-Based Quadrant Growth
U.S. Pet Health +6% (Q1), International Pet Health +9% organic cc, U.S. Farm Animal +15% organic cc, International Farm Animal +13% organic cc; OTC Adtab sales grew >50% in Europe.
Balance Sheet & Cash-Flow Progress
Net debt $3.3 billion and net leverage 3.5x in Q1; updated year-end net leverage target improved to 3.0–3.2x (from 3.1–3.3x) with a path to <3x in 2027; debt paydown remains primary use of free cash flow and management targets >$1 billion in free cash flow through 2028.
Operational Productivity Initiatives (Elanco Ascend)
Elanco Ascend logged >5,000 projects to date, with expected material savings (75% of benefits in gross margin over time, near-term benefits in G&A) and integration of automation/AI to drive efficiency and margin expansion.
Strategic M&A Execution
Completed AHV International acquisition (April 30), enhancing dairy/farm animal platform and expanding farm-animal capabilities.
DE:5EA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:5EA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | €19.05 | €19.71 | +3.49% |
Feb 24, 2026 | €20.75 | €22.50 | +8.38% |
Nov 05, 2025 | €19.82 | €19.37 | -2.25% |
Aug 07, 2025 | €11.95 | €14.14 | +18.29% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Elanco Animal Health (DE:5EA) report earnings?
Elanco Animal Health (DE:5EA) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is Elanco Animal Health (DE:5EA) earnings time?
Elanco Animal Health (DE:5EA) earnings time is at Aug 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Elanco Animal Health stock?
The P/E ratio of Elanco Animal Health is N/A.
What is DE:5EA EPS forecast?
DE:5EA EPS forecast for the fiscal quarter 2026 (Q2) is 0.23.
