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Phibro Animal Health (PAHC)
NASDAQ:PAHC
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.71Last Year’s EPS
0.63Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum driven primarily by the Animal Health segment, successful MFA integration, robust revenue (+21% Q2) and adjusted EBITDA growth (+41%), and an upward revision to FY26 guidance across sales, EBITDA and adjusted net income. Offsetting items include a one-time/timing-related $10M pullback in legacy MFA sales, a notable decline in Performance Products (-10%), inventory build-up that pressured cash flow, higher SG&A and interest costs, and elevated leverage metrics. Overall the positives (strong top-line & margin expansion, raised guidance, integration execution and product traction) materially outweigh the transitory challenges and modest near-term headwinds.Company Guidance
Strong Consolidated Revenue Growth
Consolidated net sales for Q2 ended Dec 31, 2025 were $373.9M, up $64.6M or 21% year-over-year, driven by demand and favorable mix.
Animal Health Segment Outperformance
Animal Health net sales were $290.0M, up $60.6M or 26% YoY. Animal Health adjusted EBITDA was $82.2M, up 41%. New MFA contributed a full quarter of sales of $94.1M (vs a partial quarter last year), driving MFA and related growth to ~34%.
Significant Profitability Expansion (Adjusted)
Second quarter adjusted EBITDA rose $19.9M (41% YoY). Adjusted net income increased 60% and adjusted diluted EPS increased 58%, reflecting improved gross margin and operating leverage on higher-margin mix.
Raised Full-Year FY2026 Guidance
Management raised FY26 guidance: net sales to $1.450B–$1.500B (growth 12%–16%, midpoint ~14%); adjusted EBITDA to $245M–$255M (growth 33%–39%, midpoint ~36%); adjusted net income to $120M–$127M (growth 41%–49%, midpoint ~45%).
Cash Generation and Capital Allocation
Generated $47M of positive free cash flow for the twelve months ended Dec 31, 2025. Operating cash flow was $93M and capital expenditures were $46M. Company paid a quarterly dividend of $0.12 per share (aggregate $4.9M).
Successful Integration and Commercial Momentum
Management highlighted strong execution integrating the MFA portfolio, positive customer feedback at industry shows (IPPE), share gains in categories such as broiler coccidiosis and swine enteritis, and strong alignment across leadership following global meetings.
Product and Regional Growth Drivers
Nutritional specialties grew 9% (+$4.3M, driven by North American dairy demand). Vaccine sales grew 13% (+$4.5M) led by poultry in Latin America and higher international demand. Companion-animal product 'Restore' showed early commercial traction since its late‑2025 launch.
PAHC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PAHC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $41.00 | $50.00 | +21.95% |
Nov 05, 2025 | $41.04 | $42.92 | +4.59% |
Aug 27, 2025 | $32.01 | $38.23 | +19.44% |
May 07, 2025 | $19.18 | $22.01 | +14.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Phibro Animal Health (PAHC) report earnings?
Phibro Animal Health (PAHC) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Phibro Animal Health (PAHC) earnings time?
Phibro Animal Health (PAHC) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PAHC EPS forecast?
PAHC EPS forecast for the fiscal quarter 2026 (Q3) is 0.71.