Elanco (ELAN) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool.

DATE

Wednesday, Aug. 5, 2026 astatine 8:00 a.m. ET

CALL PARTICIPANTS

• President and Chief Executive Officer - Jeffrey Simmons

• Chief Financial Officer - Bob VanHimbergen

• Vice President of Investor Relations and ESG - Tiffany Kanaga

• Investor Relations - Beth Haney

Full Conference Call Transcript

Operator: Good day, and convey you for lasting by. Welcome to the Elanco Animal Health Reports Second Quarter 2026 Results Conference Call. [Operator Instructions] Please beryllium advised that today's league is being recorded. I would present similar to manus the league implicit to your talker today, Tiffany Kanaga, Vice President of Investor Relations and ESG. Please spell ahead.

Tiffany Kanaga: Good morning. Thank you for joining america for Elanco Animal Health's Second Quarter 2026 Earnings Call. I'm Tiffany Kanaga, Vice President of Investor Relations and ESG. Joining maine connected today's telephone are Jeff Simmons, our President and Chief Executive Officer; Bob VanHimbergen, our Chief Financial Officer; and Beth Haney from Investor Relations. The slides referenced during this telephone are disposable connected the Investor Relations conception of elanco.com. Today's treatment volition see forward-looking statements. These statements are based connected our existent assumptions and expectations and are taxable to risks and uncertainties that could origin existent results to disagree materially from our forecast.

For much information, spot the hazard factors discussed successful today's net property merchandise arsenic good arsenic successful our latest Form 10-K and 10-Q filed with the SEC. We bash not undertake immoderate work to update immoderate forward-looking statement. Our remarks contiguous volition absorption connected our non-GAAP fiscal measures. Reconciliations of these non-GAAP measures are included successful the appendix of today's slides and successful the net property release. References to integrated show represents gross growth, excluding the impacts from royalty gross that was sold to a 3rd party, overseas speech rates and acquisitions and divestitures. After our prepared remarks, we volition beryllium blessed to instrumentality your questions. I volition present crook the telephone implicit to Jeff.

Jeffrey Simmons: Thanks, Tiffany. Good morning, everyone. Elanco's 2nd 4th results show our momentum and enactment successful the charismatic durable carnal wellness industry. I'd similar to convey the planetary Elanco squad for their disciplined execution and erstwhile again delivering connected our commitments. As highlighted connected Slide 4, we achieved 8% integrated changeless currency gross growth, outperforming the precocious extremity of guidance for revenue, adjusted EBITDA and adjusted EPS, allowing america to erstwhile again rise our guidance for the year. Growth was led by the U.S. Pet Health and U.S. Farm Animal, each up 11%, followed by International Pet Health up 9%, and we saw beardown contributions from some terms and volume.