Sign In
Buy PAHC
Phibro Animal Health Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.720 |
| EPS actual | $0.760 |
| EPS Surprise | 5.56% |
| Revenue estimate | 367.023M |
| Revenue actual | 383.5M |
| Revenue Surprise | 4.49% |
| Release date | Feb 04, 2026 |
| EPS estimate | $0.690 |
| EPS actual | $0.87 |
| EPS Surprise | 26.09% |
| Revenue estimate | 355.636M |
| Revenue actual | 373.9M |
| Revenue Surprise | 5.14% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.590 |
| EPS actual | $0.730 |
| EPS Surprise | 23.73% |
| Revenue estimate | 345.436M |
| Revenue actual | 363.893M |
| Revenue Surprise | 5.34% |
| Release date | Aug 27, 2025 |
| EPS estimate | $0.520 |
| EPS actual | $0.570 |
| EPS Surprise | 9.62% |
| Revenue estimate | 362.384M |
| Revenue actual | 378.697M |
| Revenue Surprise | 4.50% |
Last 4 Quarters for Phibro Animal Health
Below you can see how PAHC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 27, 2025 |
| Price on release | $32.20 |
| EPS estimate | $0.520 |
| EPS actual | $0.570 |
| EPS surprise | 9.62% |
| Date | Price |
|---|---|
| Aug 21, 2025 | $31.55 |
| Aug 22, 2025 | $32.46 |
| Aug 25, 2025 | $31.94 |
| Aug 26, 2025 | $32.64 |
| Aug 27, 2025 | $32.20 |
| Aug 28, 2025 | $38.46 |
| Aug 29, 2025 | $37.07 |
| Sep 02, 2025 | $36.69 |
| Sep 03, 2025 | $38.20 |
| 4 days before | 2.06% |
| 4 days after | 18.62% |
| On release day | 19.44% |
| Change in period | 21.06% |
| Release date | Nov 05, 2025 |
| Price on release | $41.15 |
| EPS estimate | $0.590 |
| EPS actual | $0.730 |
| EPS surprise | 23.73% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $41.86 |
| Oct 31, 2025 | $42.06 |
| Nov 03, 2025 | $43.37 |
| Nov 04, 2025 | $42.11 |
| Nov 05, 2025 | $41.15 |
| Nov 06, 2025 | $43.04 |
| Nov 07, 2025 | $43.76 |
| Nov 10, 2025 | $45.83 |
| Nov 11, 2025 | $45.33 |
| 4 days before | -1.70% |
| 4 days after | 10.16% |
| On release day | 4.59% |
| Change in period | 8.29% |
| Release date | Feb 04, 2026 |
| Price on release | $41.00 |
| EPS estimate | $0.690 |
| EPS actual | $0.87 |
| EPS surprise | 26.09% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $39.89 |
| Jan 30, 2026 | $40.15 |
| Feb 02, 2026 | $41.91 |
| Feb 03, 2026 | $41.31 |
| Feb 04, 2026 | $41.00 |
| Feb 05, 2026 | $50.00 |
| Feb 06, 2026 | $53.07 |
| Feb 09, 2026 | $51.85 |
| Feb 10, 2026 | $51.74 |
| 4 days before | 2.78% |
| 4 days after | 26.20% |
| On release day | 21.95% |
| Change in period | 29.71% |
| Release date | May 06, 2026 |
| Price on release | $58.50 |
| EPS estimate | $0.720 |
| EPS actual | $0.760 |
| EPS surprise | 5.56% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $53.18 |
| May 01, 2026 | $54.89 |
| May 04, 2026 | $54.68 |
| May 05, 2026 | $56.24 |
| May 06, 2026 | $58.50 |
| May 07, 2026 | $43.16 |
| May 08, 2026 | $40.00 |
| May 11, 2026 | $36.32 |
| May 12, 2026 | $36.58 |
| 4 days before | 10.00% |
| 4 days after | -37.47% |
| On release day | -26.22% |
| Change in period | -31.21% |
Phibro Animal Health Earnings Call Transcript Summary of Q1 2026
Phibro reported a very strong start to fiscal 2026 (quarter ended Sept 30, 2025). Consolidated net sales were $363.9M, up 40% year-over-year, driven by a 55% increase in Animal Health sales after integrating the acquired Zoetis medicated feed additive (MFA) portfolio; the new MFA contributed ~$80.5M in the quarter. Adjusted EBITDA rose sharply (Q1 adjusted EBITDA +102% YoY) and adjusted EPS more than doubled. Management is raising full-year adjusted EBITDA and adjusted net income guidance (new ranges: adjusted EBITDA $230M–$240M; adjusted net income $108M–$115M) while keeping revenue guidance unchanged at $1.425B–$1.475B (midpoint ~12% growth) — reflecting conservatism after only one quarter of results but incorporating Phibro Forward cost/efficiency initiatives. Key margin tailwinds in Q1 were favorable product mix (notably vaccines and nutritional specialties) and some timing-related expense benefits; management expects some margin compression later in the year as launch and support investments ramp. Capitalization: trailing-12-month adjusted EBITDA $227M; gross leverage 3.3x and net leverage 2.9x; cash & short-term investments $85M; 12-month free cash flow $34M. Strategic highlights: successful integration of MFA portfolio, launch of Restoris (a veterinary dental gel for dogs) and licensing of a longer-term canine periodontal therapeutic, signaling selective expansion into companion animal care while maintaining focus on production animals. Management emphasized sustained demand for animal proteins globally as a structural tailwind and reiterated disciplined capital allocation (quarterly dividend maintained).
