PAHC Stock - Phibro Animal Health Corporation
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Financial Statements
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $1.30B | $1.02B | $977.89M | $942.26M | $833.35M |
| Gross Profit | $399.94M | $313.09M | $298.24M | $285.40M | $271.38M |
| Gross Margin | 30.9% | 30.8% | 30.5% | 30.3% | 32.6% |
| Operating Income | $110.47M | $53.31M | $71.85M | $78.99M | $74.87M |
| Net Income | $48.26M | $2.42M | $32.61M | $49.17M | $54.38M |
| Net Margin | 3.7% | 0.2% | 3.3% | 5.2% | 6.5% |
| EPS | $1.19 | $0.06 | $0.81 | $1.21 | $1.34 |
Phibro Animal Health Corporation develops, manufactures, and supplies a range of animal health and mineral nutrition products for livestock primarily in the United States. It operates through three segments: Animal Health, Mineral Nutrition, and Performance Products. The company develops, manufactures, and markets products for a range of food animals, including poultry, swine, beef and dairy cattle, and aquaculture. Its animal health products also comprise antibacterials that are biological or chemical products used in the animal health industry to treat or to prevent bacterial diseases; anticoccidials primarily used to prevent and control the disease coccidiosis in poultry and cattle; anthelmintics to treat infestations of parasitic intestinal worms; and anti-bloat treatment products for cattle to control bloat in animals grazing on legume or wheat-pasture. In addition, the company offers nutritional specialty products, which enhance nutrition to help improve health and performance; and vaccines to prevent diseases primarily for the poultry and swine markets. Further, it manufactures and markets formulations and concentrations of trace minerals, such as zinc, manganese, copper, iron, and other compounds; and various specialty ingredients for use in the personal care, industrial chemical, and chemical catalyst industries. The company sells its animal health and mineral nutrition products through local sales offices to integrated poultry, swine, and cattle integrators, as well as through commercial animal feed manufacturers, wholesalers, and distributors. It operates in the United States, Latin America, Canada, Europe, the Middle East, Africa, and the Asia Pacific. The company was formerly known as Philipp Brothers Chemicals, Inc. and changed its name to Phibro Animal Health Corporation in July 2003. Phibro Animal Health Corporation was incorporated in 2014 and is headquartered in Teaneck, New Jersey.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| July 7th 2025 | JP Morgan | Upgrade | Overweight | $35 |
| June 16th 2025 | BNP Paribas Exane | Upgrade | Neutral | $24 |
| September 10th 2024 | JP Morgan | Initiation | Neutral | $22 |
| December 7th 2023 | Exane BNP Paribas | Initiation | Underperform | $9 |
| December 21st 2022 | ROTH Capital | Initiation | Buy | $18 |
| July 25th 2022 | Barclays | Downgrade | Underweight | $22 |
Earnings History & Surprises
PAHCEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 5, 2026 | — | — | — | — |
Q1 2026 | Feb 4, 2026 | $0.69 | — | — | — |
Q4 2025 | Nov 5, 2025 | $0.59 | $0.73 | +23.7% | ✓ BEAT |
Q3 2025 | Aug 27, 2025 | $0.52 | $0.57 | +9.6% | ✓ BEAT |
Q2 2025 | May 7, 2025 | $0.52 | $0.63 | +21.2% | ✓ BEAT |
Q1 2025 | Feb 5, 2025 | $0.40 | $0.54 | +35.0% | ✓ BEAT |
Q4 2024 | Nov 7, 2024 | $0.25 | $0.35 | +40.0% | ✓ BEAT |
Q3 2024 | Aug 28, 2024 | $0.34 | $0.41 | +20.6% | ✓ BEAT |
Q2 2024 | May 8, 2024 | $0.29 | $0.31 | +6.9% | ✓ BEAT |
Q1 2024 | Feb 7, 2024 | $0.27 | $0.33 | +22.2% | ✓ BEAT |
Q4 2023 | Nov 8, 2023 | $0.21 | $0.14 | -33.3% | ✗ MISS |
Q3 2023 | Aug 30, 2023 | $0.40 | $0.38 | -5.0% | ✗ MISS |
Q2 2023 | May 3, 2023 | $0.34 | $0.29 | -14.7% | ✗ MISS |
Q1 2023 | Feb 8, 2023 | $0.30 | $0.34 | +13.3% | ✓ BEAT |
Q4 2022 | Nov 9, 2022 | $0.26 | $0.21 | -19.2% | ✗ MISS |
Q3 2022 | Aug 24, 2022 | $0.40 | $0.36 | -10.0% | ✗ MISS |
Q2 2022 | May 4, 2022 | $0.35 | $0.33 | -5.7% | ✗ MISS |
Q1 2022 | Feb 9, 2022 | $0.33 | $0.37 | +12.1% | ✓ BEAT |
Q4 2021 | Nov 2, 2021 | $0.28 | $0.25 | -10.7% | ✗ MISS |
Q3 2021 | Aug 25, 2021 | $0.31 | $0.32 | +3.2% | ✓ BEAT |
Latest News
Phibro Animal Health Jack Bendheim To Assume The Role of Executive Chairman Effective July 1, 2026; Daniel Bendheim Named Chief Executive Officer and President
➖ NeutralJP Morgan Maintains Overweight on Phibro Animal Health, Raises Price Target to $50
📈 PositivePhibro Animal Health Raises FY2026 Adj EPS Guidance from $2.52-$2.70 to $2.64-$2.81 vs $2.63 Est; Affirms FY2026 Sales Guidance of $1.430B-$1.480B vs $1.459B Est
📈 PositivePhibro Animal Health Q1 Adj. EPS $0.73 Beats $0.62 Estimate, Sales $363.900M Beat $346.957M Estimate
📈 PositivePhibro Animal Health To Develop, Commercialize Lighthouse Pharma's Proprietary Compound For Canine Periodontal Care Under Signed Licensing Agreement
📈 PositiveB of A Securities Maintains Underperform on Phibro Animal Health, Raises Price Target to $27
📉 NegativePhibro Animal Health shares are trading higher after the company reported better-than-expected Q4 EPS and sales and raised its FY2026 EPS and sales guidance.
📈 PositivePhibro Animal Health Q4 Revenue Up 39%
📈 PositivePhibro Animal Health Sees FY2026 Adj EPS $2.52-$2.70 vs $2.03 Est; Sees Sales $1.430B-$1.480B vs $1.278B Est
📈 PositivePhibro Animal Health soars after J.P. Morgan upgrades on solid execution, higher margins
📈 PositiveFrequently Asked Questions about PAHC
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