Phibro Animal Health Corporation
NASDAQ•PAHC
CEO: Mr. Jack Clifford Bendheim
板块: Healthcare
行业: Drug Manufacturers - Specialty & Generic
上市日期: 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.
联系方式
Glenpointe Centre East, 3rd Floor Suite 21 300 Frank West Burr Boulevard, Teaneck, NJ, 07666-6712, United States
201-329-7300
市值
$2.18B
市盈率 (TTM)
23.7
14.4
股息率
0.9%
52周最高
$60.08
52周最低
$16.16
52周范围
排名34Top 27.8%
4.7
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
一般 • 4.7 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025
财务仪表盘
Q2 2026 数据
营业收入
$373.91M+0.00%
近4季度走势
每股收益
$0.68+0.00%
近4季度走势
自由现金流
$8.26M+0.00%
近4季度走势
2026 Q2 财报亮点
核心亮点
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.
关注风险
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.
前瞻展望
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.
同行对比
营业收入 (TTM)
$6.22B
$3.18B
$1.91B
毛利率 (最新季度)
103.9%
96.2%
89.0%
关键指标
股票代码 | 市值 | 市盈率 (TTM) | 净资产收益率 (TTM) | 负债率 |
|---|---|---|---|---|
| OGN | $2.43B | 13.0 | 25.5% | 68.4% |
| PAHC | $2.18B | 23.7 | 30.8% | 55.0% |
| AVDL | $2.12B | -7558.7 | -0.3% | 18.7% |
长期趋势
近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
2.4%
温和增长
4季度净利润复合增长率
9.6%
盈利能力稳步提升
现金流稳定性
100%
现金流表现优异
深度研究
下次财报:2026年5月5日
每股收益:-
|营业收入:-
财务数据
电话会议
财务报告
新闻
利润表
资产负债表
现金流量表
财务比率
变化率
利润表 | 过去12个月 |
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