ELAN Elanco Animal Health Incorporated

ELAN Elanco Animal Health Incorporated

Healthcare · Drug Manufacturers - Specialty & Generic

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

POC $22.44 · VWAP $23.44 · -3.9% vs 12m avg buyer

pullback vol: compressedgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster CFO, Director + 3 others bought $1.5M, Aug 10–21

Coverage

1 related campaign

Watchlists @livestock-disease

ELAN Price Structure

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Peers

Every watchlist ELAN belongs to, members best 30-day change first — ELAN highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@livestock-disease
View watchlist →
WING+22.1% -1.1%1d -9.3%7d PAHC+13.8% -2.5%1d -0.1%7d ZTS+13.2% -1.2%1d +2.1%7d TSN+10.4% -0.7%1d +3.3%7d JBS+7.9% +0.4%1d -4.7%7d BLMN+7.6% -10.4%1d -7.5%7d IDXX+7.3% -1.1%1d 0.0%7d HRL+5.7% -1.4%1d +3.2%7d MCD+4.3% -1.6%1d +2.3%7d PPC+1.8% +0.1%1d -4.4%7d TXRH+0.5% -4.1%1d -1.6%7d ELAN-0.2% -0.8%1d -4.4%7d SFD-1.5% -0.9%1d 0.0%7d WEN-7.6% -5.3%1d -7.2%7d DAR-8.3% +1.1%1d -8.3%7d NEOG-10.2% +1.8%1d +3.2%7d CALM-12.7% -1.9%1d -1.6%7d CMG-15.9% -2.2%1d -7.9%7d JACK-18.1% -3.3%1d -9.5%7d BYND-28.7% -1.6%1d +4.4%7d

Next earnings ELAN reports in 14 days Nov 6

Last report Aug 5

Reported the quarter ending 2026-06-30: revenue $1.37B, diluted EPS $0.11, net income $54M (SEC filing). Across the print the stock moved -5.5% (close before → first close after).

full note →

Against street estimates

How ELAN's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 11 quarters · newest report Aug 5 · projection Oct 23

Result
Aug 5 0.270.34 GAAP ≠ +26.5%Beat
May 6 0.340.40 GAAP ≠ +16.6%Beat
Feb 24 0.120.13+11.2%Beat
Nov 5 '25 0.130.19 GAAP ≠ +43.9%Beat
Aug 7 '25 0.200.26 GAAP ≠ +29.5%Beat
May 7 '25 0.300.37 GAAP ≠ +21.5%Beat
Feb 25 '25 0.150.14-5.8%Miss
Nov 7 '24 0.120.13 GAAP ≠ +11.0%Beat

ELAN research tape

21 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-09-04 scan Monster Scan — 2026-09-03 scan Monster Scan — 2026-09-02 scan Monster Scan — 2026-08-26 scan Monster Scan — 2026-08-25
Types
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 8 Market Signal Elan Desk Call Invalidation Fires — Divergence Signal
ELAN#livestock-disease
Aug 5 Catalyst ELAN earnings
ELAN
Jul 28 Market Brief The Rotation Finds a Refuge
ABVXAEVAALMAMDASMLBEAMCCJNTLA +4 more
Jul 27 Market Brief Verdict Week: Storage Prints, Then the Capex Reads
ABBNYAMZNARKGARWRAYABIPCCJCEG +4 more
Jul 25 Market Brief The War Bid Arrives, the Havens Don't
ALKALLYAMDARKWAROCARWMXLARM +4 more
Jul 23 Market Brief The capex bill lands and the rotation stops hiding
ABNBADIAMGNAMVMFANDEAPOMXLARM +4 more
Jul 22 Market Brief The tape sells software and buys scarcity
ABNBADIAMGNAMVMFANDEAPONVDAARM +4 more
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEMETA +4 more
Jun 4 Investigation Screwworm catalyst confirmed — reopening the retired cattle-disease/beef thesis; ELAN is the named-product play
ELANZTSIDXXTSNPPCCALMHRL
Jun 4 Deep Dive ELAN
ELANZTSPAHC#livestock-disease
Jun 4 Investigation Beef supply-shock / protein-rotation complex — hurt-vs-alternative map; the rotation is NOT in the tape yet (whole complex sold off together)
ELANZTSIDXXPAHCNEOGTSNJBSTXRH +4 more
Jun 3 Article USDA confirms first US New World Screwworm case — calf in Zavala County, TX — article
ZTSIDXXELANTSN