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ELELAN

Elanco Animal Health Incorporated

Strong FundamentalsStrong FundamentalsRevenue growing 10% YoY2 insiders buyingQuiet on X (66 mentions/wk)
$ELAN·$11B·Drug Manufacturers - Specialty & Generic·Healthcare
$23.08+2.5%1Y+26.4%
Mentions · last 7 days
2026-08-06: 12 posts2026-08-07: 13 posts2026-08-08: 3 posts2026-08-09: 4 posts2026-08-10: 16 posts2026-08-11: 10 posts2026-08-12: 6 posts66
Price updated 6m ago·X counts updated 2d ago
ELELAN
$ELANElanco Animal Health Incorporated
$23.08+2.53%66 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ELAN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Animal-health pharma Q2 +10% growth + CLiK Extra FDA EUA for screwworm — coiled at 50% of range, needs debt-reduction execution.

Elanco Animal Health is the U.S. animal-health-pharma company whose Q2 print delivered 10% revenue growth on the specific innovation-driven portfolio expansion — with a fresh FDA Emergency Use Authorization for CLiK Extra as a screwworm-prevention wound spray. Up 26% year-over-year and coiled at 50% of the 52-week range.

  • The Q2 print was decisive: revenue of $1.37B grew 10% year-over-year with a 58% gross margin and 8% operating margin — the specific animal-health-pharma profile that supports the innovation-turning-a-leveraged-portfolio-into-a-share-taking-platform framing.
  • The CLiK Extra FDA Emergency Use Authorization is a specific commercial-catalyst: FDA EUA for the wound spray to prevent New World Screwworm in livestock represents a specific new revenue vector during the current emergency need — the type of specific product-approval that supports continued upside.
  • The debt-reduction thesis is the load-bearing multi-year story: Elanco's leverage-reduction trajectory combined with the innovation portfolio reflects a specific "share-taking platform" that could re-rate as the debt-to-equity ratio improves.
  • The technical setup is neutral: shares at 50% of the 52-week range with essentially flat moving averages reflects the specific pattern of a stock where the fundamental momentum hasn't yet moved the tape — the type of setup that produces sustained continuation when a specific catalyst breaks it.

Coming into Nov 4 earnings, the tape needs continued 10%+ revenue growth, CLiK Extra commercial-uptake commentary, and specific debt-reduction milestone updates. A clean beat plus visible innovation-portfolio contribution extends the trend off the current basing pattern; any large-molecule generic competition or debt-covenant-related disclosure is what would compress the setup even with the operational momentum.

What to watch: Nov 4 Q3 earnings — continued 10%+ revenue growth, CLiK Extra commercial-uptake commentary, and specific debt-reduction milestone updates. Any large-molecule generic competition or debt-covenant-related disclosure compresses the setup even with the operational momentum.

On the calendar: 2026-11-04 — Q3 earnings

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What it does

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

Elanco Animal Health, a firm dedicated to animal well-being, creates, produces, and commercializes a diverse array of solutions for both companion animals and livestock. For household pets, the company provides preventative health solutions, including parasiticides and vaccinations, designed to guard against common ailments like worms, fleas, and ticks, with notable brands such as Seresto, Advantage, Advantix, and Advocate. Additionally, Elanco supplies therapeutic treatments for canine and feline conditions including pain, osteoarthritis, ear infections, cardiovascular issues, and dermatological problems, marketed under labels like Galliprant and Claro. Its portfolio for agricultural animals encompasses vaccines, antibiotics, parasiticides, and other essential products for poultry and aquaculture farming. This segment also features nutritional supplements such as enzymes, probiotics, and prebiotics to support animal health and growth. Furthermore, the company offers a comprehensive suite of products for ruminant and swine operations, comprising vaccines, antibiotics, implants, and parasiticides, often recognized by brands like Rumensin and Baytril. Elanco distributes its offerings through various channels, including independent distributors, veterinary clinics, and a broad spectrum of farm animal producers, from cattle and dairy farms to pig, poultry, and aquaculture enterprises. Established in 1954, Elanco Animal Health Incorporated maintains its corporate headquarters in Greenfield, Indiana.

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

No material change from last week — animal health revenues under pressure from inflation-driven vet visit deferrals while a securities fraud investigation adds governance overhang; the key debate..

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+19.1%YTD
+50.5%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 earningsWed, Nov 4·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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.1B$5.1B – $5.1B$1.10$1.03 – $1.428
FY27$5.4B$5.3B – $5.5B$1.23$1.14 – $1.5811
FY28$5.6B$5.5B – $5.8B$1.40$0.43 – $2.3011
FY29$5.9B$5.8B – $6.0B$1.46$1.43 – $1.495
FY30$6.0B$5.9B – $6.1B$1.53$1.50 – $1.565

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.0.8×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.50%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.-8.3%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.-4.5%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 today1.1% 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.β1.695-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 7Robert M VanhimbergenCFO4.2K sh$97KBuyAug 7Paul HerendeenDirector10.0K sh$237KBuyMay 15Rajeev A. ModiSEE REMARKS4.9K sh$100KBuyMay 15Jeffrey N SimmonsCEO5.0K sh$100K
+ 38 other (37 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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Recent news

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

Elanco: Innovation Is Turning A Leveraged Portfolio Into A Share-Taking Platformseekingalpha.com·2d agoElanco Animal Health Q2 Earnings Call Highlightsmarketbeat.com·7d agoElanco's CLiK™ Extra (dicyclanil topical suspension) Wound Spray Receives FDA Emergency Use Authorization for Application on or Around Wounds for Prevention of New World Screwworm in Variety of Livestgurufocus.com·7d agoElanco's CLiK™ Extra (dicyclanil topical suspension) Wound Spray Receives FDA Emergency Use Authorization for Application on or Around Wounds for Prevention of New World Screwworm in Variety of Livestock and Captive and Captured Wildlife Speciesprnewswire.com·7d agoAmundi Has $2.35 Million Stock Holdings in Elanco Animal Health Incorporated $ELANdefenseworld.net·7d ago

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