Phibro Animal Health reports Q4 EPS 57c, consensus 52c

Reports Q4 revenue $378.7M vs. $273.2M last year. “Phibro delivered exceptional fourth-quarter and full-year results, reflecting the strength and balance of our Animal Health portfolio,” stated Jack Bendheim, President and Chief Executive Officer. “We achieved 27% growth in annual net sales and a 65% increase in adjusted EBITDA, driven by sustained demand across MFAs, nutritional specialties, and vaccines. Our legacy Animal Health business continued to grow, while the Zoetis MFA portfolio exceeded expectations, contributing to a 54% year-over-year increase in MFA and Other product sales. These results underscore the successful execution of our Phibro Forward initiatives, which are unlocking efficiencies and driving sustainable growth. Higher SG&A reflects deliberate investments in scaling our operations to support our expanding global footprint and innovation pipeline. Despite these investments, we grew adjusted net income by 76% for the year. Looking ahead, our FY 2026 guidance reflects continued confidence in our trajectory, supported by the strength of our portfolio, disciplined execution, and momentum across all segments. We remain focused on driving sustainable growth and creating long-term value for our customers and shareholders.”