Phibro Animal Health reports Q1 EPS 73c, consensus 60c

Reports Q1 revenue $363.9M, consensus $345.4M. “Phibro delivered an outstanding start to fiscal 2026, with net sales up 40% to $363.9 million and adjusted diluted EPS doubling to $0.73,” stated Jack Bendheim, CEO. “Animal Health was the clear growth engine, rising 55% to $283.5 million, driven by strong demand for MFAs, nutritional specialties, and vaccines. Mineral Nutrition and Performance Products remained stable contributors. Our customers are performing well, supported by resilient protein markets – sound poultry fundamentals, steady beef demand, disciplined pork supply, and robust dairy performance. Our strong operational performance, disciplined execution, and the impact of our Phibro Forward initiatives are giving us the flexibility to invest strategically in animal health innovation. Last week, we announced the national launch of Restoris(TM), a breakthrough dental gel for dogs with periodontal disease. Together with our recently licensed therapeutic proprietary compound for canine periodontal care, it forms the foundation of a promising new portfolio in companion animal oral health. Reflecting our momentum and outlook, we are raising our full-year earnings guidance and reaffirming our commitment to delivering long-term value.”