Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+7.42%
$42.36
100% positive prob.
5-Day Prediction
+12.07%
$44.19
100% positive prob.
20-Day Prediction
+8.73%
$42.87
95% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q3 2026 | BUY | +7.42% | +12.07% | +8.73% | 100.0% | Pending |
| Q2 2026 | SELL | -6.15% | -14.78% | -15.80% | 100.0% | Pending |
| Q4 2025 | BUY | +6.62% | +10.72% | +9.00% | 100.0% | +25.66% |
SEC 8-K filings with transcript text
Nov 4, 2026 · 100% conf.
1D
+7.42%
$42.36
5D
+12.07%
$44.19
20D
+8.73%
$42.87
2 pahc-ex99d1.htm
Exhibit 99.1
For Immediate Release
Phibro Animal Health Corporation Reports First Quarter Results, Maintains Financial Guidance
TEANECK, N.J., November 4, 2026 (Business Wire) – Phibro Animal Health Corporation (Nasdaq: PAHC) (“Phibro” or the “Company”) today announced financial results for its first quarter ended September 30, 2026 and maintained its financial guidance for the year ending June 30, 2027.
Highlights for the three months ended September 30, 2026 (compared to the three months ended September 30, 2025)
-Net sales of $386.8 million, an increase of $22.9 million, or 6%
-Net income of $29.5 million, an increase of $3.0 million, or 11%
-Diluted income per share of $0.72, an increase of $0.07, or 11%
-Adjusted EBITDA of $64.3 million, an increase of $2.4 million, or 4%
-Adjusted net income of $32.4 million, an increase of $2.5 million, or 9%
-Adjusted diluted EPS of $0.79, an increase of $0.06, or 8%
Our fiscal year 2027 Net Sales and Adjusted EBITDA guidance is as follows:
-Net sales of $1.55 billion to $1.60 billion
-Adjusted EBITDA of $258 million to $268 million
-Adjusted net income of $140 million to $147 million
“We are pleased with our start to fiscal 2027,” said Dani Bendheim, President and Chief Executive Officer of Phibro Animal Health Corporation. “First quarter results exceeded our expectations and grew on top of a strong first quarter last year. The outperformance was led largely by a strong start to the year in Mineral Nutrition and Performance Products while our core Animal Health business delivered sales in line with our plan and Adjusted EBITDA ahead of plan, including the benefit of certain costs that shifted into the second quarter.”
“When we set our fiscal 2027 outlook in August, we took a disciplined approach to virginiamycin sales in Brazil. We continue to work toward the regulatory approvals necessary to make therapeutic claims for virginiamycin in Brazil, and with the election now behind us, we are optimistic that progress on those approvals may be forthcoming. Our fiscal 2027 guidance continues to assume no additional virginiamycin sales in Brazil for the remainder of the fiscal year, so any approval would represent potential upside.”
“We generated positive cash flow in the first quarter, and we see a clear opportunity to do more, particularly in managing inventory. Improving working capital and cash conversion is a top priority, and we are committed to delivering meaningful progress during fiscal 2027.”
“The first quarter was a solid start to the year. Given the timing of certain costs and the assumptions already built into our outlook, we are maintaining our fiscal 2027 financial guidance.”
1
Net sales
Net sales of $386.8 million for the three months ended September 30, 2026 increased $22.9 million, or 6%, as compared to the three months ended September 30, 2025. Animal Health increased $9.6 million, Mineral Nutrition increased $10.6 million and Performance Products increased $2.7 million.
Animal Health
Net sales of $293.0 million for the three months ended September 30, 2026 increased $9.6 million, or 3%. Net sales of MFAs and other increased $11.3 million, or 6%, due to increased demand for certain of our MFAs in North America and Asia and higher sales of ethanol processing aids, partially offset by a decrease of $5.2 million in virginiamycin sales in Brazil attributable to regulatory developments in the country.
Net sales of nutritional specialty products decreased $1.1 million, or 2%, primarily due to lower poultry demand in North America and decreased aquaculture demand in South America, partially offset by higher overall demand in China and higher companion animal sales.
Net sales of vaccines decreased $0.6 million, or 2%, primarily due to lower demand for poultry products in Brazil and lower sales in Asia, partly due to timing, substantially offset by higher swine demand in North America and higher sales of adjuvant products.
Mineral Nutrition
Net sales of $73.6 million for the three months ended September 30, 2026 increased $10.6 million, or 17%, primarily due to an increase in demand and average selling prices for zinc oxide, copper and trace minerals.
Performance Products
Net sales of $20.2 million for the three months ended September 30, 2026 increased $2.7 million, or 16%, as a result of an increase in demand for copper-based and fluoride products.
Gross profit
Gross profit of $128.5 million for the three months ended September 30, 2026 increased $8.8 million, or 7%, as compared to the three months ended September 30, 2025. Gross margin increased 30 basis points to 33.2% of net sales for the three months ended September 30, 2026, as compared to 32.9% for the three months ended September 30, 2025. The comparison to the prior year includes $1.1 million for prior period acquisition-related cost of goods sold related
Aug 26, 2026 · 100% conf.
1D
-6.15%
$33.87
Act: +0.72%
5D
-14.78%
$30.76
20D
-15.80%
$30.39
2 pahc-20260826xex99d1.htm
Exhibit 99.1
For Immediate Release
Phibro Animal Health Corporation Reports Fourth Quarter and Fiscal Year Results, Provides Financial Guidance
TEANECK, N.J., August 26, 2026 (Business Wire) – Phibro Animal Health Corporation (Nasdaq: PAHC) (“Phibro” or the “Company”) today announced financial results for its fourth quarter and fiscal year ended June 30, 2026 and provided its financial guidance for the fiscal year ending June 30, 2027.
Highlights for the three months ended June 30, 2026 (compared to the three months ended June 30, 2025)
-Net sales of $396.7 million, an increase of $18.1 million, or 5%
-Net income of $21.7 million, an increase of $4.5 million, or 26%
-Diluted earnings per share of $0.53, an increase of $0.11, or 26%
-Adjusted EBITDA of $64.2 million, an increase of $14.3 million, or 29%
-Adjusted net income of $35.0 million, an increase of $9.4 million, or 37%
-Adjusted diluted EPS of $0.85, an increase of $0.22, or 35%
Highlights for the year ended June 30, 2026 (compared to the year ended June 30, 2025)
–Net sales of $1,518.1 million, an increase of $221.9 million, or 17%
–Net income of $99.7 million, an increase of $51.5 million
–Diluted earnings per share of $2.43, an increase of $1.24
–Adjusted EBITDA of $255.0 million, an increase of $71.3 million, or 39%
-Adjusted net income of $131.7 million, an increase of $43.6 million, or 49%
-Adjusted diluted EPS of $3.22, an increase of $1.05, or 48%
We are providing full fiscal year 2027 guidance, which includes:
-Net sales of $1.55 billion to $1.60 billion
-Adjusted EBITDA of $258 million to $268 million
-Adjusted net income of $140 million to $147 million
Through the MFA acquisition in 2024, Phibro added several manufacturing facilities. Since then, we have conducted a comprehensive review of our manufacturing network to ensure our production footprint is aligned with current business needs and future operational requirements. As a result, we have decided to close our Chicago Heights manufacturing facility as part of a strategic consolidation of our manufacturing network. Production at the site is expected to cease during the summer of 2027. Approximately 100 employees will be affected. Manufacturing of products currently produced at Chicago Heights will be transferred to other Phibro-owned facilities and select third-party contract manufacturers.
1
“Fiscal 2026 was a year of meaningful progress for Phibro,” said Dani Bendheim, President and Chief Executive Officer of Phibro Animal Health Corporation. “We delivered record net sales of $1.5 billion, increased Adjusted EBITDA by 39% to $255 million, expanded margins, and continued to improve our business. These results reflect the dedication of our employees around the world and the value of our diversified portfolio.”
“As I begin my tenure as Chief Executive Officer, I am focused on building on that progress while positioning the Company for long-term success.”
“June 30, 2026 marked the formal conclusion of Phibro Forward, our enterprise-wide transformation program. Over the past three years, the program improved accountability, sharpened execution, and strengthened the way we operate. The benefits are already reflected in our performance today. Based on our fiscal 2027 outlook, nearly one out of every five dollars of Adjusted EBITDA can be traced to Phibro Forward initiatives realized since the start of the program. Just as importantly, the capabilities and culture established through the program remain embedded throughout the organization and will continue to drive performance going forward.”
“Today, we are announcing the planned closure of our Chicago Heights manufacturing facility following a comprehensive review of our manufacturing network after the MFA acquisition. This is a strategic network decision and not a reflection of the commitment, performance, or dedication of the people who work at Chicago Heights. Their dedication and contributions are what made this such a difficult decision. However, we believe it is the right long-term decision to better align our manufacturing footprint with future needs, improve efficiency, and strengthen our competitiveness. As one would expect from Phibro, we are committed to approaching this transition with honesty, transparency, and support for our employees.”
“Looking ahead to fiscal 2027, we expect continued growth across our businesses. Our guidance reflects a prudent view of known uncertainties, most notably the regulatory status of virginiamycin in Brazil. While we remain confident that we will ultimately obtain the required therapeutic indications and there remains a possibility that approval could occur before the current phase-out period expires in a little over a month, we have assumed only minimal virginiamycin sales in Brazil in our outlook. As a result, a favorable regulatory outcome would repr
May 6, 2026
2 pahc-20260506xex99d1.htm
Exhibit 99.1
For Immediate Release
Phibro Animal Health Corporation Reports Third Quarter Results, Updates Financial Guidance
TEANECK, N.J., May 6, 2026 (Business Wire) – Phibro Animal Health Corporation (Nasdaq: PAHC) (“Phibro” or the “Company”) today announced financial results for its third quarter ended March 31, 2026, and its updated financial guidance for the year ending June 30, 2026.
Highlights for the three months ended March 31, 2026 (compared to the three months ended March 31, 2025):
-Net sales of $383.5 million, an increase of $35.7 million, or 10%
-Net income of $24.0 million, an increase of $3.1 million, or 15%
-Diluted earnings per share of $0.59, an increase of $0.08, or 16%
-Adjusted EBITDA of $60.8 million, an increase of $5.9 million, or 11%
-Adjusted net income of $31.2 million, an increase of $5.0 million, or 19%
-Adjusted diluted EPS of $0.76, an increase of $0.12, or 19%
We have updated our fiscal year 2026 guidance, which includes:
-Net sales of $1.46 billion to $1.50 billion
-Adjusted EBITDA of $247 million to $255 million
“Phibro delivered a strong third quarter, with net sales increasing 10% to $383.5 million and adjusted EBITDA rising 11% to $60.8 million,” said Jack Bendheim, Chairman, President and Chief Executive Officer of Phibro Animal Health Corporation. “Results were driven by continued strength in our Animal Health business, where sales increased 13%, supported by robust demand across MFAs, nutritional specialties, and vaccines.”
“After quarter end, we announced a regulatory development in Brazil affecting certain antimicrobial products. In the past week, we also increased the size of our revolving credit facility by $125 million through an oversubscribed process, further strengthening our liquidity and financial flexibility. And finally yesterday, we announced the launch of our Sustainable Solutions Platform, including the introduction of VERRATAIN™ Verified Sustainability Solutions.”
“Based on our performance to date and improved visibility into the remainder of the fiscal year, we updated our full year guidance by increasing the lower end of several of our guidance ranges, resulting in higher midpoints across key financial measures.”
1
Net sales
Net sales of $383.5 million for the three months ended March 31, 2026 increased $35.7 million, or 10%, as compared to the three months ended March 31, 2025. Animal Health increased $32.8 million, Mineral Nutrition increased $6.6 million, and Performance Products decreased $3.8 million.
Animal Health
Net sales of $291.2 million for the three months ended March 31, 2026 increased $32.8 million, or 13%. Net sales of MFAs and other increased $24.1 million, or 13%, due to an $18.9 million increase in the sales of products from the MFA portfolio acquired on October 31, 2024, increased demand for certain of our legacy MFAs in North America and for certain anti-microbials sold by our ethanol performance business.
Net sales of nutritional specialty products increased $3.5 million, or 8%, primarily due to increased demand in North America and higher companion animal sales.
Net sales of vaccines increased $5.2 million, or 16%, primarily due to an increase in international sales driven by higher demand in Israel, as well as an increase in domestic swine demand and higher sales of autogenous vaccines.
Mineral Nutrition
Net sales of $73.4 million for the three months ended March 31, 2026 increased $6.6 million, or 10%, due to an increase in demand for zinc and trace minerals.
Performance Products
Net sales of $18.9 million for the three months ended March 31, 2026 decreased $3.8 million, or 17%, as a result of lower demand for the ingredients used in personal care products.
Gross profit
Gross profit of $125.7 million for the three months ended March 31, 2026 increased $21.1 million, or 20%, as compared to the three months ended March 31, 2025. Gross margin increased 270 basis points to 32.8% of net sales for the three months ended March 31, 2026, as compared to 30.1% for the three months ended March 31, 2025. The comparison of gross profit to the prior year includes $3.8 million of prior period inventory write-offs attributable to the closure of an immaterial business, $1.7 million for prior period acquisition-related cost of goods sold related to the purchase accounting for the Acquisition, and a net increase in acquisition-related depreciation expense associated with the step-up of fair value of the acquired fixed assets and intangible asset amortization of $1.1 million. Excluding these items, gross profit increased $16.7 million, or 15%, and gross margin increased 130 basis points to 33.5% of net sales due to increased sales volume, favorable product mix, and increases in average selling prices, partially offset by higher input and distribution costs.
Animal Health gross p
This page provides Phibro Animal Health Corporation (PAHC) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on PAHC's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.