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ELELAN

Elanco Animal Health Incorporated

$ELAN·$11B·Drug Manufacturers - Specialty & Generic·Healthcare
$22.61+0.7%YTD-1.0%1Y+15.3%
Price updated 26m ago·X counts updated 2d ago
ELELAN
$ELANElanco Animal Health Incorporated
$22.61+0.71%66 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ELAN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

66X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $ELAN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ELAN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

Animal-health mid-cap is stringing together earnings beats while it deleverages, but the tape hasn't rewarded it yet.

Elanco is a straightforward operational turnaround: revenue grew 10% in the latest quarter and management is leaning on new pet-therapy launches (Quattro, Zenrelia) to fund debt paydown.

  • Three straight earnings beats (Q4/Q1/Q2 all cleared consensus by 15-26%) and Q2 revenue +10% year over year, with gross margin lifting to 58%.
  • Free cash flow is finally positive again at $244M for the quarter, which is what the deleveraging thesis needs to keep working.
  • The reported P/E is negative on trailing GAAP earnings due to non-cash charges — normalized profitability is what the analyst estimates for a $1.14 EPS this year lean on.
  • Stock is still 7% below its 50-day and 6% below its 200-day averages despite operational progress, so the market is unconvinced.

A reasonable question is whether the next print (Nov 6) keeps the beat streak alive and whether new-product ramp shows in the guide, because without both the deleveraging patience gets tested.

What to watch: November 6 print — whether the fourth straight beat holds, and whether management updates on Quattro/Zenrelia contribution and full-year FCF for the deleveraging path.

On the calendar: 2026-11-06 — Q3 earnings

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Read the AI verdict on $ELAN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Animal health company selling parasite prevention, vaccines, and therapeutics for companion animals and livestock globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $ELAN.

Drug Manufacturers - Specialty & Generic · Healthcare

Specialty pharma is bifurcating — GLP-1 adjacent programs attract premium valuations while generic manufacturers face pricing erosion from FDA approval backlogs clearing. Biosimilar launches of adalimumab (Humira), ustekinumab, and etanercept are accelerating branded erosion timelines, while mid-tier specialty pharma focuses on complex generics (ophthalmic, inhalation) to sustain margins.

What this means for $ELAN

Neutral — Animal health company selling parasite prevention, vaccines, and therapeutics for companion animals and livestock globally.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+20.3%YTD
+46.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-54.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-3.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
52.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.34$0.27+26.3%
Q1 2026May 6, 2026$0.40$0.35+15.7%
Q4 2025Feb 24, 2026$0.13$0.11+18.2%
Q3 2025Nov 5, 2025$0.19$0.13+46.2%
Next earningsFri, Nov 6·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.4B+10.2%58.3%8.0%$0.11$244.0M
Q1 FY26$1.4B+14.9%57.3%22.4%$0.11$-38.0M
Q4 FY25$1.1B+12.2%39.3%1.7%$-0.56$46.0M
Q3 FY25$1.1B+10.4%53.4%2.4%$-0.07$127.0M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.1B$5.1B – $5.2B$1.14$1.13 – $1.1610
FY27$5.4B$5.3B – $5.5B$1.28$1.21 – $1.3910
FY28$5.7B$5.5B – $5.8B$1.45$0.61 – $1.9010
FY29$6.0B$5.9B – $6.0B$1.59$1.56 – $1.615
FY30$6.2B$6.1B – $6.3B$1.76$1.74 – $1.795

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.40%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 494.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.685-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 20Kurzius Lawrence ErikDirector40.0K sh$936KBuyAug 18Shiv O'neillGC AND CORP SEC4.0K sh$94KBuyAug 12Michael J HarringtonDirector5.0K sh$109KBuyAug 7Robert M VanhimbergenCFO4.2K sh$97KBuyAug 7Paul HerendeenDirector10.0K sh$237KBuyMay 15Jeffrey N SimmonsCEO5.0K sh$100KBuyMay 15Rajeev A. ModiSEE REMARKS4.9K sh$100K
+ 47 other (46 awards · 1 inkind) in window

See when $ELAN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 278-K — Item 5.07: Shareholder vote
+ 12 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Elanco Animal Health Eyes Growth, Deleveraging as Quattro and Zenrelia Gain Groundmarketbeat.com·4d agoState Street Corp Has $395.31 Million Holdings in Elanco Animal Health Incorporated $ELANdefenseworld.net·6d agoElanco Animal Health Incorporated (ELAN) Presents at Bank of America Global Healthcare Conference 2026 Transcriptseekingalpha.com·7d agoAnalyzing Amarin (NASDAQ:AMRN) & Elanco Animal Health (NYSE:ELAN)defenseworld.net·11d agoElanco Animal Health Incorporated $ELAN Shares Acquired by Corient Private Wealth LPdefenseworld.net·12d ago

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Voices on X · last 7 days

No standout posts about $ELAN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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