Elanco Animal Health Incorporated (ELAN) Q4 2025 Earnings Call Transcript

Elanco Animal Health Incorporated (ELAN) Q4 2025 Earnings Call Transcript

Seeking Alpha • 6 hours ago

Elanco Animal Health Reports Fourth Quarter and Full Year 2025 Results

Raising 2026 Innovation Target; Full Year 2026 Guidance of 4%-6% Organic Constant Currency Revenue Growth, 6%-9% Adjusted EBITDA Growth In Line with Investor Day Outlook Fourth Quarter 2025 Financial Results: Revenue of  $1,144 million, increased 12% on a reported basis; 9% in organic constant currency Reported Net Loss of $276 million, Adjusted Net Income of $64 million Adjusted EBITDA of $189 million; Adjusted EBITDA Margin of 16.7% Reported EPS of $(0.56), Adjusted EPS of $0.13 Full Year 2025 Financial Results: Exceeded innovation revenue target at $892 million; delivered all 'Big 6' blockbuster potential products by the end of 2025 with Befrena approval in Q4 2025 Revenue of $4,715 million, increased 6% on a reported basis and 7% in organic constant currency Reported Net Loss of $232 million, Adjusted Net Income of $473 million Adjusted EBITDA of $901 million; Adjusted EBITDA Margin of 19.2% Reported EPS of $(0.47), Adjusted EPS of $0.94  Net leverage ratio of 3.6x Adjusted EBITDA Full Year 2026 Guidance: Raising innovation revenue target to $1.15 billion Revenue of $4,950 million to $5,020 million, or 4% to 6% organic constant currency growth Adjusted EBITDA of $955 million to $985 million, an increase of 8% at midpoint Adjusted EPS of $1.00 to $1.06, an increase of 10% at midpoint Year-end net leverage ratio target of 3.1x to 3.3x In line with three-year outlook introduced at December Investor Day, outlining mid-single digit top-line organic constant currency growth, high-single digit Adjusted EBITDA growth, and low double-digit Adjusted EPS growth INDIANAPOLIS, Feb. 24, 2026 /PRNewswire/ -- Elanco Animal Health Incorporated (NYSE: ELAN) today reported its financial results for the fourth quarter and full year 2025 and provided initial guidance for both the first quarter and full year 2026. "Elanco delivered significant progress across our strategic priorities of growth, innovation, and cash in 2025," said Jeff Simmons, President and CEO of Elanco.

PRNewsWire • 13 hours ago

Elanco Animal Health (ELAN) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

While the top- and bottom-line numbers for Elanco Animal Health (ELAN) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • 9 hours ago

Elanco Animal Health Incorporated (ELAN) Q4 Earnings and Revenues Surpass Estimates

Elanco Animal Health Incorporated (ELAN) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.14 per share a year ago.

Zacks Investment Research • 10 hours ago

Countdown to Elanco Animal Health (ELAN) Q4 Earnings: Wall Street Forecasts for Key Metrics

Besides Wall Street's top-and-bottom-line estimates for Elanco Animal Health (ELAN), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Zacks Investment Research • Feb 19, 2026

Elanco to Participate in Upcoming Investor Conferences

INDIANAPOLIS, Ind., Feb. 19, 2026 /PRNewswire/ -- Elanco Animal Health Incorporated (NYSE: ELAN) today announced that management will participate in upcoming investor conferences.

PRNewsWire • Feb 19, 2026

Elanco Announces Updates to Board of Directors

INDIANAPOLIS, Feb. 13, 2026 /PRNewswire/ -- Elanco Animal Health Incorporated (NYSE: ELAN) today announced updates to its Board of Directors. R. David Hoover and Deborah Kochevar will not stand for re-election at the conclusion of their terms at the 2026 Annual Meeting of Shareholders in May.

PRNewsWire • Feb 13, 2026

Elanco Confirms Date and Conference Call for Fourth Quarter and Full Year 2025 Financial Results Announcement

INDIANAPOLIS, Jan. 22, 2026 /PRNewswire/ -- Elanco Animal Health Incorporated (NYSE: ELAN) will announce its fourth quarter and full year 2025 financial results on Tuesday, February 24, 2026. Elanco will also conduct a conference call on that day with the investment community and media to further detail the company's performance.

PRNewsWire • Jan 22, 2026

Elanco Animal Health Incorporated (ELAN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Elanco Animal Health Incorporated (ELAN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Seeking Alpha • Jan 14, 2026

Elanco Animal Health: Innovation-Led Growth Model Plus Credible Deleveraging Path

Elanco Animal Health earns a buy rating, driven by robust product innovation, commercial execution, and a credible deleveraging plan. ELAN's 'Big 6' innovation portfolio is set to contribute ~$1.1 billion in 2026 revenue, supporting margin expansion and portfolio renewal. Credelio Quattro and Zenrelia demonstrate ELAN's ability to capture share from incumbents, with rapid adoption and strong sequential growth.

Seeking Alpha • Jan 9, 2026