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Phibro Animal Health Corporation

NASDAQ•PAHC
CEO: Mr. Jack Clifford Bendheim
セクター: Healthcare
業種: Drug Manufacturers - Specialty & Generic
上場日: 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.
連絡先情報
Glenpointe Centre East, 3rd Floor Suite 21 300 Frank West Burr Boulevard, Teaneck, NJ, 07666-6712, United States
201-329-7300
www.pahc.com
時価総額
$2.16B
PER (TTM)
23.4
14.6
配当利回り
0.9%
52週高値
$60.08
52週安値
$18.33
52週レンジ
83%
順位34Top 27.8%
4.7
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q2 2026 データ

売上高

$373.91M+0.00%
直近4四半期の推移

EPS

$0.68+0.00%
直近4四半期の推移

フリーCF

$8.26M+0.00%
直近4四半期の推移

2026 Q2 決算ハイライト

主なハイライト

Net Sales Jump 21% Three months net sales reached $373.910M, increasing $64.649M (21%) driven by MFA portfolio integration.
Operating Income Nearly Doubles Operating income surged 97% to $50.326M for the quarter, reflecting strong gross profit leverage.
Net Income Substantially Higher Six months net income was $53.986M, a $43.826M increase over prior period results.
Gross Margin Expansion Noted Gross margin improved 260 basis points to 35.5% of net sales for the three months ended period.

リスク要因

Geopolitical Conflict Exposure Israeli operations account for 16% of consolidated assets and net sales, facing regional volatility risks.
Mecadox Regulatory Uncertainty Sales of Mecadox product, approximately $22M annually, face potential adverse FDA withdrawal ruling.
Increased Interest Expense Interest expense rose 31% quarterly due to higher debt levels financing the recent major acquisition.
Brazil Market Restrictions Ongoing MAPA review threatens virginiamycin use for growth promotion in key Brazilian market.

見通し

Credit Facility Covenants Met Compliance maintained with 2024 Credit Agreement financial covenants; liquidity expected adequate for twelve months.
Acquisition Integration Drives Sales MFA portfolio contributed $174.6M revenue in six months, driving Animal Health segment growth.
Managing Interest Rate Risk Utilizing interest rate swaps and collars to hedge floating SOFR obligations through 2030.
Dividend Payments Intended Board declared $0.12 per share dividend for Q1 2026, subject to financial condition review.

同業比較

売上高 (TTM)

OGN stock ticker logoOGN
$6.22B
-2.9%
ASTH stock ticker logoASTH
$3.18B
+56.4%
MD stock ticker logoMD
$1.91B
-4.9%

粗利益率 (最新四半期)

AVDL stock ticker logoAVDL
103.9%
+16.2pp
ANIP stock ticker logoANIP
96.2%
-8.4pp
AUPH stock ticker logoAUPH
89.0%
-2.7pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
OGN$3.45B18.425.5%68.4%
PAHC$2.16B23.430.8%55.0%
AVDL$2.12B-7558.7-0.3%18.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
2.4%
緩やかな成長
4四半期純利益CAGR
9.6%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月5日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし