{"filings":[{"id":95098,"accession_number":"0001739104-26-000027","cik":1739104,"company_name":"Elanco Animal Health Inc","ticker":"ELAN","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Elanco Q1 revenue +15% to $1.37B, raises FY2026 guidance across all metrics","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $1.37B (+15% reported, +10% organic constant currency); adjusted EPS $0.40 vs $0.37 prior year.","Full-year 2026 guidance raised: revenue $5,010-$5,085M, adj. EBITDA $975-$1,005M, adj. EPS $1.03-$1.09.","Q2 2026 guidance: revenue $1,300-$1,325M, adj. EBITDA $240-$260M, adj. EPS $0.25-$0.28.","Innovation revenue target raised to $1.2B; net leverage target improved to 3.0x-3.2x.","Credelio Quattro and Zenrelia post strong share gains; closed AHV International acquisition Apr 30."],"consensus_eps_estimate":null,"consensus_eps_actual":0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":1371000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107927,"accession_number":"0001739104-26-000008","cik":1739104,"company_name":"Elanco Animal Health Inc","ticker":"ELAN","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Elanco reports Q4 revenue up 12% to $1.14B, net loss $276M; provides 2026 guidance in line with outlook","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $1,144M (+12% reported, +9% organic CC); reported net loss $276M, adjusted EPS $0.13.","FY 2025 revenue $4,715M (+6% reported, +7% organic CC); reported net loss $232M, adjusted EPS $0.94.","2026 guidance: revenue $4,950-5,020M (4-6% organic CC growth), adjusted EBITDA $955-985M, adjusted EPS $1.00-1.06.","Raising 2026 innovation revenue target to $1.15B; delivered all 'Big 6' blockbuster products by end of 2025 with Befrena approval in Q4.","Recorded $155M restructuring charges in Q4 under Elanco Ascend; net leverage ratio improved to 3.6x."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":4715000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107926,"accession_number":"0001104659-26-002723","cik":1739104,"company_name":"Elanco Animal Health Inc","ticker":"ELAN","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Elanco to present at J.P. Morgan Healthcare Conference; no new material information disclosed","event_type":"other_material","confidence":"low","bullets":["Presentation reiterates innovation, portfolio, productivity strategy, pipeline, financial outlook, and executive team insights from December Investor Day.","No new financial guidance or specific metrics provided; 2025 outlook remains as of November 5, 2025, and reaffirmed December 9, 2025.","Q4 2025 results expected to be announced in February 2026; no update in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124347,"accession_number":"0001104659-25-119486","cik":1739104,"company_name":"Elanco Animal Health Inc","ticker":"ELAN","form_type":"8-K","filed_at":"2025-12-09T23:59:59+00:00","items":["2.05","7.01","9.01"],"status":"ready","headline":"Elanco announces restructuring plan and three-year financial outlook; Befrena technical sections complete","event_type":"other_material","confidence":"high","bullets":["Restructuring: ~300 jobs eliminated, ~300 shifted; ~$175M pretax charge (~$130M cash); closure of Kansas City implant facility, partial exit from Monheim Germany.","Three-year outlook: mid-single digit revenue growth, high-single digit adj. EBITDA growth, low double-digit adj. EPS growth starting 2026.","Befrena (IL-31 mAb) technical sections complete; administrative review underway; launch expected H1 2026.","Innovation revenue ~$1.1B in 2026; 5-6 blockbuster potential approvals expected 2026-2031.","Elanco Ascend: $200-250M adjusted EBITDA savings by 2030; ~$25M in 2026, ~$60M in 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124346,"accession_number":"0001739104-25-000068","cik":1739104,"company_name":"Elanco Animal Health Inc","ticker":"ELAN","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Elanco Q3 revenue $1.14B (+10% YoY); raises FY guidance, net leverage improves","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $1,137M (+10% reported, +9% organic CC); adjusted EPS $0.19 vs $0.13 YoY (+46%).","Adjusted EBITDA $198M (+21%); net leverage ratio improved to 3.7x from 4.3x at FY 2024 end.","Raises FY 2025 revenue guidance to $4,645-4,670M and adjusted EPS to $0.91-0.94 (from $0.85-0.91).","Pet Health revenue $533M (+10%), driven by Credelio Quattro ($100M net sales in <8 months) and Zenrelia.","Refinanced $2.1B Term Loan B, extending maturities through 2032 and reducing interest cost."],"consensus_eps_estimate":null,"consensus_eps_actual":0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":3571000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124345,"accession_number":"0001104659-25-105246","cik":1739104,"company_name":"Elanco Animal Health Inc","ticker":"ELAN","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Elanco refinances $1.1B + €400M + $540M credit facilities; extends maturities","event_type":"debt","confidence":"high","bullets":["Amendment No. 3 to Credit Agreement signed Oct 31, 2025; refinances existing term loans.","New $1.1B USD term loan B due 2032, €400M euro term loan A due 2029, $540M farm credit due 2032.","Proceeds plus cash on hand used to repay all outstanding term loan B due 2027 and pay fees.","Lenders include JPMorgan Chase as administrative agent; Wilmington Trust as collateral agent.","Amendment also modifies certain covenants and terms of the credit agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141019,"accession_number":"0001739104-25-000052","cik":1739104,"company_name":"Elanco Animal Health Inc","ticker":"ELAN","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Elanco Q2 rev +5% to $1.24B, raises FY2025 outlook; net leverage target improved","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $1,241M (+5% reported, +8% organic CC); adjusted EPS $0.26 vs $0.30 prior year.","FY2025 revenue guidance raised to $4,570-4,620M; adjusted EPS raised to $0.85-0.91.","Full-year innovation revenue target increased by $60M to $720-800M; Credelio Quattro and Experior drive growth.","Net leverage ratio improved to 4.0x at Q2 end; year-end target tightened to 3.8x-4.1x.","Robert VanHimbergen appointed EVP and CFO effective July 7, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":2434000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158796,"accession_number":"0001104659-25-063027","cik":1739104,"company_name":"Elanco Animal Health Inc","ticker":"ELAN","form_type":"8-K","filed_at":"2025-06-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Elanco extends receivables securitization facility to June 2028","event_type":"debt","confidence":"high","bullets":["Term extended from August 3, 2026 to June 26, 2028 via First Amendment to Receivables Loan Agreement.","Amendments include updated Normal Concentration Percentages for Obligor categories and reporting date flexibility.","Covenant triggers revised: default ratio >2.00%, dilution ratio >2.75%, delinquency ratio >3.00%, DSO >70 days.","Elanco Animal Health Inc. reaffirms its role as performance guarantor; facility size undisclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158795,"accession_number":"0001104659-25-053305","cik":1739104,"company_name":"Elanco Animal Health Inc","ticker":"ELAN","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Elanco appoints Robert VanHimbergen as CFO effective July 7, 2025","event_type":"leadership","confidence":"high","bullets":["Robert VanHimbergen appointed EVP and CFO, effective July 7, 2025; Todd Young stays as advisor through Aug 31, 2025.","VanHimbergen previously SVP and CFO of Hillenbrand; prior 15 years at Johnson Controls and PwC.","Base salary $660k, target annual cash incentive 75% of base, annual long-term incentive target $2.645M.","Make-whole awards: cash bonus $890k (3-year clawback) and RSU $1.735M (3-year ratable vesting).","Company reaffirmed Q2 and FY 2025 guidance issued May 7, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158794,"accession_number":"0001104659-25-051136","cik":1739104,"company_name":"Elanco Animal Health Inc","ticker":"ELAN","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Elanco annual meeting results: directors elected, say-on-pay approved with 46.5% dissent","event_type":"other_material","confidence":"high","bullets":["Directors Kapila K. Anand and Paul Herendeen elected; Anand faced 156M votes against (34%).","Non-binding say-on-pay approved 244.5M to 212.5M (46.5% opposed).","Ratification of Ernst & Young as auditor passed with 470.1M votes in favor.","Advisory vote on executive compensation will be held annually until 2031."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}