Phibro Animal Health Corp (PAHC)
NASDAQ:PAHC
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Earnings Data
Report Date
Sep 02, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.71Last Year’s EPS
0.57Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicates solid top-line and profitability momentum—10% revenue growth, double-digit adjusted EBITDA and meaningful upgrades to full-year guidance midpoints—alongside strategic initiatives (sustainability platform) and improved liquidity. Offsetting risks include a steep decline in Performance Products, a significant regulatory change in Brazil affecting ~$26M of prior-year sales (potential FY2027 headwind), FX and interest cost pressures, inventory build-up, and geopolitical uncertainty in the Middle East. Overall, the positive operational and financial trends and upgraded guidance outweigh the disclosed challenges.Company Guidance
Consolidated Revenue Growth
Net sales increased 10% year-over-year to $383.5 million for Q3 FY2026.
Profitability Expansion
Adjusted EBITDA increased 11% to $60 million; adjusted net income and adjusted diluted EPS each rose 19% versus prior year.
Animal Health Segment Strength
Animal Health sales grew 13% to $291.2 million; legacy MFA sales +5%, new MFA contributed $95.9 million (+25% year-over-year), nutritional specialties +8% and vaccines +16%; Animal Health adjusted EBITDA up 13% (~+$8 million).
Mineral Nutrition Growth
Mineral Nutrition net sales increased 10% to $73.4 million driven by demand for zinc and trace minerals.
Updated Full-Year Guidance (Raised Lower Bounds)
Net sales guidance updated to $1.46B–$1.50B (growth 13%–16%, midpoint ~14%); adjusted EBITDA $247M–$255M (growth 34%–39%, midpoint ~37%); adjusted net income $122M–$127M (growth 44%–49%, midpoint ~47%).
Liquidity and Capital Actions
Upsized revolving credit facility by $125 million via an oversubscribed process; cash & short-term investments of $77.5 million at quarter end; positive free cash flow of $13 million for the 12 months ended March 31, 2026.
Investments and Cash Generation
Generated $66 million of operating cash flow and invested $53 million in capital expenditures in the trailing 12 months.
Strategic Product and Leadership Developments
Launched sustainable solutions platform 'Verratain' (with VAXA) targeting supply-chain emissions opportunities and announced CEO transition (Daniel Bendheim to assume CEO role in July) with Jack Bendheim moving to Executive Chairman.
Dividend Continuity
Paid quarterly dividend of $0.12 per share ($4.9 million aggregate), maintaining shareholder return policy.
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 |
|---|---|---|---|
May 06, 2026 | $58.25 | $42.98 | -26.22% |
Feb 04, 2026 | $40.73 | $49.67 | +21.95% |
Nov 05, 2025 | $40.77 | $42.64 | +4.59% |
Aug 27, 2025 | $31.80 | $37.98 | +19.44% |
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 Corp (PAHC) report earnings?
Phibro Animal Health Corp (PAHC) is schdueled to report earning on Sep 02, 2026, After Close (Confirmed).
What is Phibro Animal Health Corp (PAHC) earnings time?
Phibro Animal Health Corp (PAHC) earnings time is at Sep 02, 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 (Q4) is 0.71.