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Phibro Animal Health Corporation

Phibro Animal Health Corporation

NASDAQ•PAHC
CEO: Mr. Jack Clifford Bendheim
Sector: Healthcare
Industry: Drug Manufacturers - Specialty & Generic
Listing Date: 2014-04-11
Phibro Animal Health Corporation operates as an animal health and mineral nutrition company in the United States, Israel, Brazil, Ireland, and internationally. It operates through three segments: Animal Health, Mineral Nutrition, and Performance Products. The company develops, manufactures, and markets various products for food and companion animals including poultry, swine, beef and dairy cattle, aquaculture, and dogs. It also offers animal health products, such as antibacterials, anticoccidials, nutritional specialty, and vaccines and vaccine adjuvants for animal's health and performance, food safety, and animal welfare; and engages in development, manufacturing, and marketing of microbial and bioproducts for various applications serving animal health and nutrition, environmental, industrial, and agricultural customers. In addition, the company develops, manufactures, and markets conventionally licensed and autogenous vaccine products, as well as adjuvants for animal vaccine manufacturers. Further, it provides formulations and concentrations of trace minerals, such as zinc, manganese, copper, iron, and other compounds to fortify the daily feed requirements of their livestock's diets and maintain optimal balance of trace elements in animals. Additionally, the company offers specialty ingredients for personal care, industrial chemical, and chemical catalyst industries. It sells its animal health and mineral nutrition products through local sales offices to integrated poultry, swine, and cattle producers, as well as through commercial animal feed manufacturers, wholesalers, and distributors. The company was formerly known as Philipp Brothers Chemicals, Inc. and changed its name to Phibro Animal Health Corporation in July 2003. Phibro Animal Health Corporation was founded in 1946 and is headquartered in Teaneck, New Jersey.
Contact Information
Glenpointe Centre East, 3rd Floor Suite 21 300 Frank West Burr Boulevard, Teaneck, NJ, 07666-6712, United States
201-329-7300
www.pahc.com
Market Cap
$1.62B
P/E (TTM)
23.8
39.1
Dividend Yield
1.2%
52W High
$46.42
52W Low
$16.16
52W Range
78%
Rank40Top 31.7%
4.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q1 2026 Data

Revenue

$363.89M+39.73%
4-Quarter Trend

EPS

$0.65+282.35%
4-Quarter Trend

FCF

-$4.50M-248.21%
4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Net Sales Surge 40% Net sales reached $363.9 M, increasing $103.5 M or 40% compared to prior period, driven by MFA acquisition.
Net Income Jumps Significantly Net income was $26.5 M, a $19.6 M increase over prior period, reflecting strong operational leverage and profitability.
Gross Margin Expansion Noted Gross profit grew 43% to $119.8 M; gross margin improved 80 basis points to 32.9% of net sales.
Animal Health Sales Soar Animal Health segment sales increased 55% to $283.5 M, benefiting $80.5 M from the acquired MFA portfolio.

Risk Factors

Regulatory Risk on Mecadox Sales of Mecadox ($22 M annually) face adverse effect if Phibro cannot successfully defend carbadox regulatory method.
Geopolitical Conflict Exposure Israeli operations, representing 17% of Q3 net sales and 16% of assets, face ongoing conflict uncertainty.
Increased Interest Expense Interest expense rose 58% to $12.1 M due to higher debt levels financing the recent major acquisition.
Debt Covenants Restrict Flexibility Debt agreements impose restrictions on incurring additional debt or making certain restricted payments or distributions.

Outlook

Integrating Acquisition Benefits Focus remains on integrating acquired MFA portfolio, which contributed $80.5 M revenue in the current quarter.
Liquidity Sufficient for Twelve Months Expect adequate liquidity for at least twelve months based on cash flows and $192.1 M available revolver capacity.
Quarterly Dividend Policy Intend to pay quarterly dividends; Board declared $0.12 per share payable on December 17, 2025.
Animal Health Industry Growth Expect continued growth supported by global population expansion and productivity improvements needed for arable land.

Peer Comparison

Revenue (TTM)

Astrana Health, Inc.ASTH
$2.90B
+68.2%
Phibro Animal Health CorporationPAHC
$1.40B
+33.7%
Tilray Brands, Inc.TLRY
$1.16B
+5.3%

Gross Margin (Latest Quarter)

Avadel Pharmaceuticals plcAVDL
90.7%
-2.6pp
Aurinia Pharmaceuticals Inc.AUPH
88.4%
-2.7pp
Harmony Biosciences Holdings, Inc.HRMY
75.1%
-1.9pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
HRMY$2.26B12.424.9%14.0%
AVDL$2.08B-710.8-3.7%1.5%
AUPH$2.04B27.321.8%14.8%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
5.6%
Steady Growth
4Q Net Income CAGR
102.7%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 4, 2026
|
EPS:$0.69
|
Revenue:$355.64M
Reports
All Years
  • Form 10-Q - Q1 2026

    Period End: Sep 30, 2025|Filed: Nov 5, 2025|
    Revenue: $363.89M+39.7%
    |
    EPS: $0.65+282.4%
    Beat
  • Form 10-K - FY 2025

    Period End: Jun 30, 2025|Filed: Aug 27, 2025|
    Revenue: $1.30B+27.4%
    |
    EPS: $1.19+1896.6%
    Beat
  • Form 10-Q - Q3 2025

    Period End: Mar 31, 2025|Filed: May 7, 2025|
    Revenue: $347.83M+32.1%
    |
    EPS: $0.52+147.6%
    Meet
  • Form 10-Q - Q2 2025

    Period End: Dec 31, 2024|Filed: Feb 5, 2025|
    Revenue: $309.26M+23.7%
    |
    EPS: $0.08+150.3%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Sep 30, 2024|Filed: Nov 6, 2024|
    Revenue: $260.43M+12.6%
    |
    EPS: $0.17-185.0%
    Miss
  • Form 10-K - FY 2024

    Period End: Jun 30, 2024|Filed: Aug 28, 2024|
    Revenue: $1.02B+4.1%
    |
    EPS: $0.06-92.6%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Mar 31, 2024|Filed: May 8, 2024|
    Revenue: $263.22M+7.1%
    |
    EPS: $0.21-16.0%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Dec 31, 2023|Filed: Feb 7, 2024|
    Revenue: $249.94M+2.2%
    |
    EPS: $0.03-82.6%
    Miss