Inferra AI / Company / ELAN
Elanco Animal Health Inc.
ELAN · Health Care
Last earnings Aug 5, 2026
Key results
Revenuequarter
$1,241 million
Revenue of $1,241 million, an increase of 5% year-over-yea r 8% organic constant currency growth
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Reported net incomequarter
$11 million
Reported Net Income of $11 million ,
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Adjusted net incomequarter
$131 million
Adjusted Net Income of $131 million Adjusted EBITDA of $238 million Adjusted EBITDA Margin of 19.2% Reported EPS of $0.02, Adjusted EPS of $0.26 Net leverage ratio of 4.0x Adj usted
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Reported EPSquarter
$0.02
Adjusted Net Income of $131 million Adjusted EBITDA of $238 million Adjusted EBITDA Margin of 19.2% Reported EPS of $0.02, Adjusted EPS of $0.26 Net leverage ratio of 4.0x Adj usted
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
EPSquarter
$0.26
Adjusted Net Income of $131 million Adjusted EBITDA of $238 million Adjusted EBITDA Margin of 19.2% Reported EPS of $0.02, Adjusted EPS of $0.26 Net leverage ratio of 4.0x Adj usted
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Our diverse portfolio of innovation fueled accelerating organic constant currency revenue growth of 8%, led by U.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
revenue was $1,241 million , an increase of 5% on a reported basis, or 8% on an organic constant currency basis, which excludes the impacts from our prior year aqua business divestiture, royalty revenue sold to a third party in May 2025 and favorable foreign exchange rates, compared to the second quarter of 2024.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Pet Health revenuequarter
$643 million
Pet Health revenue was $643 million , an increase of 11% on a reported basis, or 10% on an organic constant currency basis.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
The increase in pet health revenue included a 4% increase from price, compared to the second 2 quarter of 2024.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
The Advantage Family of products and Seresto contributed revenue of $147 million and $113 million, respectively.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
AI analysis
Q2 2025 · reported Aug 7, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Aug 7, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $1,241 million | — | — |
| Reported net income | $11 million | — | — |
| Adjusted net income | $131 million | — | — |
| Reported EPS | $0.02 | — | — |
| EPS | $0.26 | — | — |
| Pet Health revenue | $643 million | — | — |
Guidance · company-stated
Direction: Raised
“com Elanco Animal Health Reports Second Quarter 2025 Results Raising Full Year Outlook and Innovation Target, Improving Year-End Net Leverage Ratio Target Second Quarter 2025 Financial Results Revenue of $1,241 million, an increase of 5% year-over-yea r 8% organic constant currency growth Reported Net Income of $11 million , Adjusted Net Income of $131 million Adjusted EBITDA of $238 million Adjusted EBITDA Margin of 19.2% Reported EPS of $0.02, Adjusted EPS of $0.26 Net leverage ratio of 4.0x Adj usted EBITDA Full Year 2025 Guidance Raising revenue guidance to $4,570 to $4,620 million expect accelerating organic constant currency revenue growth of 5% to 6% vs.”
“With our strong first half performance and consistent execution, we are raising our full-year outlook, even while recognizing a highly dynamic landscape with a mix of opportunities and challenges.”
“We are raising our 2025 full-year guidance for our strong second quarter execution and more favorable foreign exchange rates, more than offsetting incremental investments to fuel our innovation launches.”
Classified from the release's primary full-year outlook statement.
Capital allocation
The decrease was driven by lower outstanding debt balances given recent debt paydown activities, p artially offset by $7 million of imputed interest on the company's liability related to the lotilaner U.
3 As of June 30, 2025, Elanco s net leverage ratio was 4.0x adjusted EBITDA, a decrease of 0.3x compared to December 31, 2024, driven by debt paydown efforts during the second quarter of 2025 with strong cash generation and the lotilaner U.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue 0.0% computed from stated figures
Event summary
I'd like to thank our global Elanco team for delivering our 8th straight quarter of growth, driving results beyond expectations, said Jeff Simmons, President and CEO of Elanco
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “com Elanco Animal Health Reports Second Quarter 2025 Results Raising Full Year Outlook and Innovation Target, Improving Year-End Net Leverage Ratio Target Second Quarter 2025 Financial Results Revenue of $1,241 million, an increase of 5% year-over-yea r 8% organic constant currency growth Reported Net Income of $11 million , Adjusted Net Income of $131 million Adjusted EBITDA of $238 million Adjusted EBITDA Margin of 19.2% Reported EPS of $0.02, Adjusted EPS of $0.26 Net leverage ratio of 4.0x Adj usted EBITDA Full Year 2025 Guidance Raising revenue guidance to $4,570 to $4,620 million expect accelerating organic constant currency revenue growth of 5% to 6% vs.”
Revenue — Raised (“Raising”)
“com Elanco Animal Health Reports Second Quarter 2025 Results Raising Full Year Outlook and Innovation Target, Improving Year-End Net Leverage Ratio Target Second Quarter 2025 Financial Results Revenue of $1,241 million, an increase of 5% year-over-yea r 8% organic constant currency growth Reported Net Income of $11 million , Adjusted Net Income of $131 million Adjusted EBITDA of $238 million Adjusted EBITDA Margin of 19.2% Reported EPS of $0.02, Adjusted EPS of $0.26 Net leverage ratio of 4.0x Adj usted EBITDA Full Year 2025 Guidance Raising revenue guidance to $4,570 to $4,620 million expect accelerating organic constant currency revenue growth of 5% to 6% vs.”
Company outlook — Raised (“raising”)
“With our strong first half performance and consistent execution, we are raising our full-year outlook, even while recognizing a highly dynamic landscape with a mix of opportunities and challenges.”
Company outlook — Raised (“raising”)
“We are raising our 2025 full-year guidance for our strong second quarter execution and more favorable foreign exchange rates, more than offsetting incremental investments to fuel our innovation launches.”
Classified from the release's primary full-year outlook statement.
Capital allocation
The decrease was driven by lower outstanding debt balances given recent debt paydown activities, p artially offset by $7 million of imputed interest on the company's liability related to the lotilaner U.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
3 As of June 30, 2025, Elanco s net leverage ratio was 4.0x adjusted EBITDA, a decrease of 0.3x compared to December 31, 2024, driven by debt paydown efforts during the second quarter of 2025 with strong cash generation and the lotilaner U.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Cautionary Statement Regarding Forward-Looking Statements This press release contains forward-looking statements within the meaning of the federal securities laws, including, without limitation, statements concerning product launches and revenue from such products, our 2025 full year and third quarter guidance and long-term expectations, our expectations regarding debt levels, and expectations regarding our industry and our operations, performance and financial condition, and including, in particular, statements relating to our business, growth strategies, distribution strategies, product development efforts and future expenses.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Use of Non-GAAP Financial Measures We use non-GAAP financial measures, such as revenue growth excluding the impact of divestitures and foreign exchange rate effects, EBITDA, EBITDA margin, adjusted EBITDA, adjusted EBITDA margin, adjusted net income, adjusted EPS, adjusted gross profit, adjusted gross margin, net debt and net debt leverage to assess and analyze our operational results and trends as explained in more detail in the reconciliation tables later in this release.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Gross and Net Debt and Net Leverage Ratio We define gross debt as the sum of the current portion of long-term debt and long-term debt excluding unamortized debt issuance costs.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
We define net debt as gross debt less cash and cash equivalents and finance lease liabilities on the balance sheet.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Strategy & priorities
Elanco is focused on executing with high engagement and discipline, which we expect to drive sustained growth, innovation, and cash.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Marketing, selling and administrative expenses increased 13% to $400 million , driven by the company's previously announced strategic investments in the global launches of new products.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
I'm confident in our ability to execute on our plans, and my initial agenda is focused on driving value creation through a continuation of our productivity and cash generation efforts.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
the prior range, and now expects operating expenses to increase approximately 7% year over year in constant currency, versus 6% previously, with incremental strategic investment in the global launches of the innovation portfolio.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
The company expects operating expenses up approximately 8% year over year in constant currency with strategic investment in the global launches of the innovation portfolio.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Risks & headwinds
With our strong first half performance and consistent execution, we are raising our full-year outlook, even while recognizing a highly dynamic landscape with a mix of opportunities and challenges.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Sales of the company's international farm animal products benefited from accelerated customer purchases, primarily in China, in advance of expected future tariff increases, estimated to have shifted approximately $10 to $20 million of expected future purchases to the second quarter.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Full year adjusted EBITDA includes a current estimate for net tariff impact of $10 to $14 million versus $16 to $20 million previously.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
The company anticipates growth to be impacted by approximately $15 million in revenue and approximately $10 million in Adjusted EBITDA of pre-tariff customer buying accelerated into the second quarter, primarily in China.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Because forward-looking statements relate to the future, by their nature, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict.
SEC original ↗Elanco Animal Health Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
LEGAL PROCEEDINGS 28 Item 1A.
SEC original ↗Elanco Animal Health Inc. — 10-Q Quarterly report10-QAug 5, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 10-QELAN
- 8-KELAN
- Q1 2026
- 8-KELAN
May 27, 2026
- 10-QELAN
- 8-KELAN
- Q4 2025
- 10-KELAN
Feb 24, 2026
- 8-KELAN
Feb 24, 2026
- 8-KELAN
Jan 12, 2026
- Q3 2025
- 8-KELAN
- 10-QELAN
- 8-KELAN
- 8-KELAN
- Q2 2025
- 10-QELAN
- 8-KELAN
- Q1 2025
- 8-KELAN
Jun 26, 2025
- 8-KELAN
May 28, 2025
- 8-KELAN
May 21, 2025
- 10-QELAN
- 8-KELAN
- Q4 2024
- 8-KELAN
Mar 17, 2025
- 10-KELAN
Feb 25, 2025
- 8-KELAN
Feb 25, 2025
- 8-KELAN
Jan 13, 2025
- Q3 2024
- 8-KELAN
Nov 12, 2024
- 10-QELAN
- 8-KELAN
- 8-KELAN
Oct 16, 2024
- Q2 2024
- 8-KELAN
Aug 13, 2024
- 10-QELAN
- 8-KELAN
Earnings releases
11 documentsPresentations
0 documentsNo presentations for Elanco Animal Health Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Elanco Animal Health Inc. are held in this edition of the library.
Mentioned by
3 companiesOther tracked companies whose held documents mention Elanco Animal Health Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“ 2025 revenue and adjusted earnings guidance. INDIANAPOLIS, Ind. (Dec. 9, 2025) – Elanco Animal Health Incorporated (NYSE: ELAN) hosts its… …problems and capacity imbalances, including at our contract manufacturers; · fluctuations in ”
“delivery demonstrates our Innovation Portfolio Productivity… …[email protected] Elanco Animal Health Reports Second Quarter 2026 Results Raising Full Year Outlook and Innovation Target, Improving Year-End Net Leverage Ratio Target • Second ”
“ee cash flow and an improved net leverage target, Elanco is… …[email protected] Elanco Animal Health Reports First Quarter 2026 Results Raising Full Year Outlook and Innovation Target, Improving Year-End Net Leverage Ratio Target • First Qu”
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