The earnings call reflects strong financial performance with significant growth across key segments, particularly in the Animal Health and Performance Products sectors. Despite some challenges such as declining legacy MFA sales and anticipated tariff pressures, the overall sentiment remains positive due to robust growth, improved operating leverage, and raised financial guidance.

Company Guidance -

Q3 2025

During the Phibro Animal Health Corporation's third quarter 2025 earnings call, the company provided updated financial guidance for the fiscal year ending June 30, 2025. They expect net sales to range from $1.26 billion to $1.29 billion, reflecting a growth of 24% to 27%. Adjusted EBITDA is projected to be between $177 million and $183 million, representing a growth of 59% to 66%, while adjusted EPS is anticipated to be between $1.96 and $2.09, marking a growth of 65% to 76%. GAAP EPS is expected to range from $0.98 to $1.11. The company highlighted the positive impact of integrating the Zoetis medicated feed additive portfolio, which contributed significantly to the growth in sales and profitability. Additionally, the Phibro Forward initiative is expected to drive further revenue growth and cost savings. Despite potential challenges from tariffs, Phibro remains confident in its ability to manage these impacts and deliver strong financial results.

Strong Financial Performance

Total sales increased 32% year-over-year, adjusted EBITDA rose 85%, and adjusted diluted EPS more than doubled. This reflects both top-line growth and improved operating leverage.

Animal Health Segment Growth

Animal Health segment led with 42% revenue growth, driven by a 68% increase in sales of newly integrated MFA and other products.

Nutritional Specialties and Performance Products

Nutritional Specialties showed 8% revenue growth, while Performance Products posted a strong gain of 28%.

Updated Financial Guidance

Full-year guidance was narrowed and the midpoint raised. Net sales are expected between $1.26 billion and $1.29 billion, with adjusted EBITDA of $177 million to $183 million, and adjusted EPS of $1.96 to $2.09.

Positive Free Cash Flow

Generated $49 million of positive free cash flow for the 12 months ended March 31, 2025.

Phibro Animal Health (PAHC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

PAHC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 27, 2025	2025 (Q4)	0.52 / -	0.41	―	―	―
May 07, 2025	2025 (Q3)	0.52 / 0.63	0.31	103.23% (+0.32)
Feb 05, 2025	2025 (Q2)	0.42 / 0.54	0.33	63.64% (+0.21)
Nov 06, 2024	2025 (Q1)	0.25 / 0.35	0.14	150.00% (+0.21)
Aug 28, 2024	2024 (Q4)	0.33 / 0.41	0.38	7.89% (+0.03)
May 08, 2024	2024 (Q3)	0.29 / 0.31	0.29	6.90% (+0.02)
Feb 07, 2024	2024 (Q2)	0.28 / 0.33	0.34	-2.94% (-0.01)
Nov 08, 2023	2024 (Q1)	0.23 / 0.14	0.21	-33.33% (-0.07)
Aug 30, 2023	2023 (Q4)	0.37 / 0.38	0.36	5.56% (+0.02)
May 03, 2023	2023 (Q3)	0.34 / 0.29	0.33	-12.12% (-0.04)

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
May 07, 2025	$19.29	$22.14	+14.77%
Feb 05, 2025	$22.15	$24.34	+9.89%
Nov 06, 2024	$22.74	$23.15	+1.80%
Aug 28, 2024	$20.38	$21.02	+3.14%

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 Aug 27, 2025, After Close (Confirmed).

What is Phibro Animal Health (PAHC) earnings time?

Phibro Animal Health (PAHC) earnings time is at Aug 27, 2025, 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 2025 (Q4) is 0.52.

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