Phibro Animal Health Corporation
NASDAQ•PAHC
執行長: Mr. Jack Clifford Bendheim
板塊: Healthcare
行業: 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.
聯絡資訊
Glenpointe Centre East, 3rd Floor Suite 21 300 Frank West Burr Boulevard, Teaneck, NJ, 07666-6712, United States
201-329-7300
市值
$2.01B
本益比 (TTM)
21.8
37.5
股息率
1.0%
52周最高
$56.30
52周最低
$16.16
52周範圍
排名34Top 27.8%
4.7
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
一般 • 4.7 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025
財務儀表板
Q2 2026 數據
營業收入
$373.91M+0.00%
近4季度走勢
每股收益
$0.68+0.00%
近4季度走勢
自由現金流
$8.26M+0.00%
近4季度走勢
2026 Q2 財報亮點
核心亮點
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.
關注風險
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.
未來展望
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.
同行對比
營業收入 (TTM)
$6.22B
$3.18B
$1.91B
毛利率 (最新季度)
103.9%
96.2%
89.0%
關鍵指標
股票代碼 | 市值 | 本益比 (TTM) | 股東權益報酬率 (TTM) | 負債率 |
|---|---|---|---|---|
| AVDL | $2.12B | -7558.7 | -0.3% | 18.7% |
| PAHC | $2.01B | 21.8 | 30.8% | 55.0% |
| AUPH | $1.94B | 6.9 | 70.4% | 10.0% |
長期趨勢
近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
2.4%
溫和增長
4季度淨利複合增長率
9.6%
盈利能力逐步提升
現金流穩定性
100%
現金流表現優異
深度研究
下次財報:2026年5月5日
每股收益:-
|營業收入:-
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