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Elanco Animal Health 8-K Filings

ELAN NYSE

Every 8-K that Elanco Animal Health (ELAN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow ELAN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ELAN filings page.

Rhea-AI Summary

Elanco Animal Health Incorporated reported strong second quarter 2026 results. Revenue was $1,368 million, up 10% year-over-year, with 8% organic constant currency growth. Pet Health revenue rose to $718 million and Farm Animal revenue to $633 million. Gross margin expanded to 58.3%, or 58.1% on an adjusted basis, up 80 basis points and ahead of the company’s expectations. Reported net income was $54 million and adjusted net income $174 million; adjusted EPS increased to $0.34 from $0.26, and adjusted EBITDA grew to $288 million, for a 21.2% margin.

Cash from operations increased to $277 million. As of June 30, 2026, the net leverage ratio was 3.1x trailing twelve month adjusted EBITDA, a 0.5x improvement versus December 31, 2025. Growth was led by U.S. Pet Health and U.S. Farm Animal, each up 11% organically, with blockbuster dermatology product Zenrelia and Credelio Quattro cited as key contributors.

The company raised full-year 2026 guidance, including revenue of $5.09–$5.14 billion, adjusted EBITDA of $1.01–$1.035 billion, adjusted EPS of $1.10–$1.16, and an innovation revenue target of $1.25 billion. It now expects 6–7% organic constant currency revenue growth and an improved year-end net leverage ratio target of approximately 3.0x. Third quarter 2026 guidance includes revenue of $1.195–$1.22 billion, adjusted EBITDA of $200–$215 million and adjusted EPS of $0.19–$0.22.

Rhea-AI Summary

Elanco Animal Health reported the results of its 2026 annual shareholder meeting. All nominated directors in Class I and Class II were elected to one-year terms ending at the 2027 annual meeting, with each nominee receiving substantial support in the form of several hundred million votes cast in favor.

Shareholders also ratified Ernst & Young LLP as the company’s independent registered public accounting firm for 2026, with over 480 million votes in favor. In addition, shareholders approved, on a non-binding basis, the compensation of Elanco’s named executive officers, with more than 383 million votes supporting the pay program.

Rhea-AI Summary

Elanco Animal Health reported a strong first quarter of 2026 and raised its full-year outlook. Revenue was $1,371 million, up 15% year-over-year, with 10% organic constant currency growth. Adjusted EBITDA rose to $334 million, a 21% increase, and adjusted EBITDA margin improved to 24.5%. Reported EPS was $0.11, while adjusted EPS increased to $0.40, up 8% from 2025.

The company raised 2026 revenue guidance to $5,010–$5,085 million, implying 5%–7% organic constant currency growth, and lifted adjusted EBITDA guidance to $975–$1,005 million. Adjusted EPS guidance increased to $1.03–$1.09, with a 13% year-over-year increase at the midpoint. Elanco also improved its year-end net leverage ratio target to 3.0x–3.2x adjusted EBITDA from a current 3.5x.

Rhea-AI Summary

Elanco Animal Health reported strong growth for the fourth quarter of 2025, with revenue of $1,144 million, up 12% on a reported basis and 9% in organic constant currency. Pet Health and Farm Animal both grew double digits, helped by new products like Credelio Quattro, Zenrelia and Experior.

For full year 2025, revenue rose 6% to $4,715 million and organic constant currency growth was 7%. Despite this, Elanco posted a reported net loss of $232 million, largely reflecting amortization and restructuring, while adjusted net income was $473 million and adjusted EBITDA was $901 million, a 19.2% margin.

The company issued 2026 guidance for revenue of $4,950–$5,020 million, implying 4%–6% organic constant currency growth, adjusted EBITDA of $955–$985 million and adjusted EPS of $1.00–$1.06. Elanco raised its 2026 innovation revenue target to $1.15 billion and targets a year-end net leverage ratio of 3.1x–3.3x, down from 3.6x at December 31, 2025.

Rhea-AI Summary

Elanco Animal Health Incorporated filed a report stating that on January 13, 2026, it will present at the 44th Annual J.P. Morgan Healthcare Conference. The company has prepared an investor presentation for this event, which is included as Exhibit 99.1. This presentation is being made available as supplemental information for investors and analysts.

The disclosure is furnished under a provision that means it is not considered “filed” for liability purposes under the Securities Exchange Act and will only be incorporated into other documents if expressly stated. No financial results, transactions, or strategic changes are described in this report beyond the announcement of the conference presentation.

Rhea-AI Summary

Elanco Animal Health announced a new restructuring plan focused on expanding profit margins, reshaping its global footprint, and funding more innovation. The plan includes a global headcount reduction of approximately 300 employees, along with about 300 additional roles that will be replaced by positions in growth areas or lower-cost geographies.

The company expects pretax charges of about $175 million, with roughly $130 million in cash-based costs, most to be paid over the next two years, and around $45 million in non-cash asset impairment charges. These impairments are mainly tied to closing its Kansas City, Missouri implant facility and exiting part of its Monheim, Germany facility.

In connection with its 2025 Investor Day, Elanco issued a press release reaffirming its fourth quarter and full-year 2025 guidance and discussing its innovation and financial outlook, as well as the restructuring actions.

Rhea-AI Summary

Elanco Animal Health (ELAN) furnished a Current Report announcing results for the fiscal quarter ended September 30, 2025, along with guidance for the full year and fourth quarter of 2025. The details are provided in a press release attached as Exhibit 99.1, dated November 5, 2025.

The Item 2.02 information, including Exhibit 99.1, was furnished and is not deemed filed under the Exchange Act.

Rhea-AI Summary

Elanco Animal Health (ELAN) amended its senior secured first-lien credit facility on October 31, 2025, executing Amendment No. 3 to refinance a portion of existing term debt and adjust covenants. The company added three tranches: $1,100,000,000 in new U.S. dollar term loans maturing on October 31, 2032, a €400,000,000 euro-denominated term loan tranche maturing on April 30, 2029, and $540,000,000 in farm credit term loans maturing on October 31, 2032.

Elanco used proceeds from these facilities, together with cash on hand, to refinance all outstanding borrowings under its term loan B due 2027 and to pay related fees and expenses. JPMorgan Chase Bank acts as administrative agent and U.S./Canadian collateral agent, with Wilmington Trust as non-U.S./non-Canadian collateral agent and security trustee.

Rhea-AI Summary

Elanco Animal Health (NYSE:ELAN) filed an 8-K reporting a First Amendment to its Receivables Loan Agreement with Rabobank. The amendment extends the accounts-receivable securitization facility’s maturity from Aug 3 2026 to Jun 26 2028, keeps Elanco as performance guarantor, Elanco SPEAR LLC as borrower, and Elanco US as servicer.

The filing is deemed a material definitive agreement (Item 1.01) and a direct financial obligation/off-balance-sheet arrangement (Item 2.03). Financial amounts were not disclosed, but the longer tenor is expected to improve liquidity and refinancing flexibility. Investors should review Exhibit 10.1 for precise covenant changes.