The earnings call reflected a strong performance with significant growth in key segments, particularly Animal Health, and a positive outlook for the next fiscal year driven by the Phibro Forward strategy. However, challenges such as the decline in legacy MFA net sales and increased SG&A and interest expenses were noted.

Company Guidance

During the Phibro Animal Health Corporation's fourth quarter and fiscal year 2025 results webcast, the company provided guidance for fiscal year 2026, projecting net sales between $1.425 billion and $1.475 billion, adjusted EBITDA of $225 million to $235 million, and adjusted EPS of $2.52 to $2.70. This optimistic outlook reflects a continuation of strong performance observed in 2025, where notable achievements included a 53% growth in Animal Health sales and a 47% rise in adjusted EBITDA for the fourth quarter alone. The full year saw Animal Health sales increase by 36%, with significant contributions coming from the integration of the Zoetis MFA business, leading to a 54% growth in that segment. Nutritional Specialties and Vaccines also posted gains of 9% and 13%, respectively. Beyond Animal Health, the Mineral Nutrition and Performance Products segments also showed positive growth, contributing to a 39% increase in consolidated sales for the fourth quarter and a 27% increase for the full year. The company emphasized the impact of its Phibro Forward strategy, which aims to enhance operational efficiency and innovation, and expects further benefits from this initiative in 2026.

Strong Animal Health Segment Performance

Animal Health segment saw a 53% sales growth and a 47% increase in adjusted EBITDA for the quarter. For the full year, sales rose 36% with adjusted EBITDA up 53%.

Notable Growth in MFA and Other Portfolio

MFA and other portfolio, bolstered by the Zoetis MFA integration, grew 77% in the fourth quarter. For the full year, it grew 54%.

Record Full Year Sales Increase

Consolidated net sales for the year were $1.296 billion, reflecting a 27% increase over the prior year.

Significant Increase in Adjusted EBITDA

Full year adjusted EBITDA increased $72.4 million or 65%.

Positive Free Cash Flow Generation

Generated $43 million of positive free cash flow for the 12 months ended June 30, 2025.

Phibro Forward Strategy Impact

The Phibro Forward strategy is showing benefits in operations and contributing to revenue growth and cost savings.

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
Nov 05, 2025	2026 (Q1)	0.60 / -	0.35	―	―	―
Aug 27, 2025	2025 (Q4)	0.52 / 0.57	0.41	39.02% (+0.16)
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)

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
Aug 27, 2025	$32.20	$38.46	+19.44%
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%

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 Nov 05, 2025, After Close (Confirmed).

What is Phibro Animal Health (PAHC) earnings time?

Phibro Animal Health (PAHC) earnings time is at Nov 05, 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 2026 (Q1) is 0.6.

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