PAHC

Over the past six months, Phibro Animal Health’s shares (currently trading at $36.72) have posted a disappointing 18.5% loss, well below the S&P 500’s 11.5% gain. This may have investors wondering how to approach the situation. Is now the time to buy Phibro Animal Health, or should you be careful about including it in your portfolio? See what our analysts have to say in our full research report, it’s free. Even though the stock has become cheaper, we don't have much confidence in Phibro Animal Health. Here are three reasons we avoid PAHC and a stock we'd rather own. Larger companies benefit from economies of scale, where fixed costs like infrastructure, technology, and administration are spread over a higher volume of goods or services, reducing the cost per unit. Scale can also lead to bargaining power with suppliers, greater brand recognition, and more investment firepower. A virtuous cycle can ensue if a scaled company plays its cards right. With just $1.5 billion in revenue over the past 12 months, Phibro Animal Health is a small company in an industry where scale matters. This makes it difficult to build trust with customers because healthcare is heavily regulated, complex, and resource-intensive. Forecasted revenues by Wall Street analysts signal a company’s potential. Predictions may not always be accurate, but accelerating growth typically boosts valuation multiples and stock prices while slowing growth does the opposite. Over the next 12 months, sell-side analysts expect Phibro Animal Health’s revenue to rise by 2%, a deceleration versus its 13.4% annualized growth for the past five years. This projection doesn't excite us and suggests its products and services will face some demand challenges. Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. Phibro Animal Health broke even from a free cash flow perspective over the last five years, giving the company limited opportunities to return capital to shareholders. Phibro Animal Health isn’t a terrible business, but it doesn’t pass our quality test. Following the recent decline, the stock trades at 10.9× forward P/E (or $36.72 per share). While this valuation is fair, the upside isn’t great compared to the potential downside. We're...

Phibro Animal Health Corporation (NASDAQ:PAHC) is one of the best healthcare stocks to buy for the long term. Phibro Animal Health Corporation (NASDAQ:PAHC) announced on May 6 financial results for its third quarter ended March 31, 2026, along with updated financial guidance for the year ending June 30, 2026. The company reported net sales of $383.5 million for the quarter, reflecting an increase of $35.7 million, or 10%, from the prior year period. Net income reached $24.0 million, an increase of $3.1 million, or 15%, with diluted earnings per share of $0.59, an increase of $0.08, or 16% from the prior year period. Phibro Animal Health Corporation (NASDAQ:PAHC) attributed the positive results to continued strength in the company’s Animal Health business, where sales rose 13%, backed by strong demand across MFAs, vaccines, and nutritional specialties. The company also updated its fiscal year 2026 guidance, which includes net sales of $1.46 billion to $1.50 billion and adjusted EBITDA of $247 million to $255 million. Phibro Animal Health Corporation (NASDAQ:PAHC) develops, manufactures, and markets animal health and mineral nutrition products. Its operations are divided into the following segments: Animal Health, Mineral Nutrition, and Performance Products. While we acknowledge the potential of PAHC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow. Disclosure: None. Follow Insider Monkey on Google News.

Interested in Phibro Animal Health Corporation? Here are five stocks we like better. Q3 results: Phibro reported consolidated net sales up 10% y/y to $383.5 million and adjusted EBITDA up 11% to $60 million, and raised the lower end of its full‑year guidance (net sales $1.46–1.50B; adjusted EBITDA $247–255M; adjusted net income $122–127M). Segment performance: Growth was led by Animal Health (net sales $291.2M, +13%, including a full quarter of new MFA at $95.9M and vaccines +16%), while Mineral Nutrition sales rose 10% but EBITDA dipped slightly and Performance Products sales fell 17%. Regulatory and strategic updates: Brazil removed growth/performance claims for certain antimicrobials (180‑day transition), a potential FY27 headwind for products like virginiamycin (FY25 sales ~$26M) that Phibro expects to mitigate via therapeutic approvals; the company also launched a sustainable solutions platform (VERRATAIN), upsized its revolver by $125M and announced a July CEO transition. Phibro Animal Health (NASDAQ:PAHC) reported fiscal third-quarter 2026 results that management characterized as a “strong third quarter,” with growth in sales and adjusted earnings and updated full-year guidance that raised the lower end of several key ranges. For the quarter ended March 31, 2026, consolidated net sales rose 10% year-over-year to $383.5 million, according to Chief Financial Officer Glenn David. Adjusted EBITDA increased 11% to $60 million, CEO Jack Bendheim said in prepared remarks. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% David said GAAP net income and diluted EPS increased, driven by “favorable gross profit,” partially offset by higher SG&A due to increased employee-related costs. He added that net interest expense rose $1.1 million due to the expiration of an interest rate swap agreement. Foreign exchange also weighed on results year-over-year. David said foreign currency losses were $1.9 million in the quarter, compared with gains of $5.5 million in the prior-year period. Income tax expense decreased by $0.5 million. → Light Speed Returns: Corning Cashes In on NVIDIA Growth On an adjusted basis, David said adjusted net income and adjusted diluted EPS both increased 19% from the prior year, driven by higher gross profit from higher sales, partially offset by higher SG&A and higher interest expense. Phibro’s Animal Health segment delivered $...

Phibro Animal Health PAHC delivered adjusted earnings per share (EPS) of 76 cents in the third quarter of fiscal 2026 compared with 64 cents in the year-ago quarter. The bottom line beat the Zacks Consensus Estimate by 5.92%. Without adjustments, GAAP EPS in the quarter was 59 cents compared with 51 cents in the prior-year period. Net sales in the quarter totaled $383.5 million, up 10.3% from the year-ago quarter’s level. The figure also exceeded the Zacks Consensus Estimate by 6.26%. Following the announcement on May 6, PAHC shares fell 26.3% to close yesterday’s session at $43.16. The company conducts its operations via three segments — Animal Health, Mineral Nutrition and Performance Products. In the third quarter of fiscal 2026, Animal Health’s net sales increased 13% to $291.2 million. The figure surpassed our model’s projection of $265.7 million. Within this, legacy MFA net sales increased 5%, driven by demand in North America and certain antimicrobials sold by the Ethanol Performance business. Sales in the acquired MFA business grew 25% over the prior-year period. Phibro Animal Health Corporation price-consensus-eps-surprise-chart | Phibro Animal Health Corporation Quote Nutritional specialty product sales rose 8% due to increased demand in North America and higher companion animal sales. Net vaccine sales showed a year-over-year rise of 16%, primarily due to higher international sales driven by higher demand in Israel, as well as an increase in domestic swine demand and higher sales of autogenous vaccines. Net sales in the Mineral Nutrition segment rose 10% year over year to $73.4 million due to an increase in demand for zinc and trace minerals. Our model forecast was $67.9 million. Net sales in the Performance Products segment fell 17% to $18.9 million due to lower demand for the ingredients used in personal care products. Our model’s projected revenues were $21.8 million. Phibro’s fiscal third-quarter gross profit rose 20.2% year over year to $125.6 million. The gross margin expanded 271 basis points (bps) to 32.8% despite a 6% rise in the cost of goods sold. Selling, general and administrative expenses in the reported quarter were $81 million, up 13.9% from the year-ago quarter’s levels. The operating profit totaled $44.6 million, an increase of 33.5% year over year. The operating margin expanded 203 bps year over year to 11.6%. The company exited...

Phibro Animal Health (PAHC) came out with quarterly earnings of $0.76 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.63 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +5.92%. A quarter ago, it was expected that this maker of animal health products and nutritional supplements would post earnings of $0.69 per share when it actually produced earnings of $0.87, delivering a surprise of +26.09%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Phibro, which belongs to the Zacks Medical - Products industry, posted revenues of $383.5 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 6.26%. This compares to year-ago revenues of $347.8 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Phibro shares have added about 50.5% since the beginning of the year versus the S&P 500's gain of 6%. While Phibro has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Phibro was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's...

TEANECK, N.J., May 06, 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 COMMENTARY "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." QUARTERLY RESULTS 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 mill...

TEANECK, N.J. (AP) — TEANECK, N.J. (AP) — Phibro Animal Health Corp. (PAHC) on Wednesday reported fiscal third-quarter net income of $24 million. On a per-share basis, the Teaneck, New Jersey-based company said it had profit of 59 cents. Earnings, adjusted for one-time gains and costs, came to 76 cents per share. The results beat Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for earnings of 72 cents per share. The maker of animal health products and nutritional supplements posted revenue of $383.5 million in the period, also exceeding Street forecasts. Three analysts surveyed by Zacks expected $360.9 million. Phibro expects full-year revenue in the range of $1.46 billion to $1.5 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on PAHC at https://www.zacks.com/ap/PAHC

Phibro Animal Health (PAHC) reported $383.5 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 10.3%. EPS of $0.76 for the same period compares to $0.63 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $360.92 million, representing a surprise of +6.26%. The company delivered an EPS surprise of +5.92%, with the consensus EPS estimate being $0.72. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Phibro performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net Sales- Animal Health: $291.2 million compared to the $272.48 million average estimate based on three analysts. The reported number represents a change of +12.7% year over year. Net Sales- Mineral Nutrition: $73.4 million compared to the $67.95 million average estimate based on three analysts. The reported number represents a change of +9.9% year over year. Net Sales- Animal Health- Vaccines: $38.6 million versus $35.8 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +15.6% change. Net Sales- Animal Health- MFAs and other: $205.8 million compared to the $191.84 million average estimate based on three analysts. The reported number represents a change of +13.3% year over year. Net Sales- Animal Health- Nutritional specialties: $46.8 million versus the three-analyst average estimate of $44.84 million. The reported number represents a year-over-year change of +7.8%. Net Sales- Performance Products: $18.9 million versus $20.49 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -16.7% change. Adjusted EBITDA- Animal Health: $71.1 million compared to the $66.17 million average estimate based on two analysts. Adjusted EBITDA- Corporate: $-17.7 million compared to the $-16.16 million average estimate based on two analysts. Adjusted...

TEANECK, N.J., May 05, 2026--(BUSINESS WIRE)--The Board of Directors of Phibro Animal Health Corporation (Nasdaq:PAHC) today declared a quarterly cash dividend of $0.12 per share on its Class A common stock and Class B common stock, payable on June 24, 2026, to stockholders of record at the close of business on June 3, 2026. About Phibro Animal Health Corporation Phibro Animal Health Corporation is a leading global diversified animal health and nutrition company. We strive to be a trusted partner with livestock producers, farmers, veterinarians and consumers who raise or care for farm and companion animals by providing solutions to help them maintain and enhance the health of their animals. For further information, please visit www.pahc.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260505588355/en/ Contacts Phibro Animal Health Corporation Glenn David Chief Financial Officer +1-201-329-7300 Or [email protected]

TEANECK, N.J., April 29, 2026--(BUSINESS WIRE)--Phibro Animal Health Corporation (Nasdaq: PAHC) expects to announce its third quarter financial results on Wednesday, May 6, 2026, after the market closes. Phibro management will host a conference call and webcast on Thursday, May 7, 2026, at 9:00 AM Eastern Time. Interested parties are invited to listen to the conference call and view the presentation slides by visiting https://investors.pahc.com. The discussion will also be available by dialing +1 (888) 330-2022 in the U.S. and Canada, or +1 (365) 977-0051 for international callers. Provide the conference ID 3927884. A replay of the webcast will be available approximately two hours after the conclusion of the live event. To access the webcast recording, visit https://investors.pahc.com. About Phibro Animal Health Corporation Phibro Animal Health Corporation is a leading global diversified animal health and mineral nutrition company. We strive to be a trusted partner with livestock producers, farmers, veterinarians, and consumers who raise or care for farm and companion animals by providing solutions to help them maintain and enhance the health of their animals. For further information, please visit www.pahc.com. Our filings with the Securities and Exchange Commission are available online at www.sec.gov, www.pahc.com or on request from the company. View source version on businesswire.com: https://www.businesswire.com/news/home/20260429204320/en/ Contacts Glenn C. David Chief Financial Officer, Phibro Animal Health Corporation +1-201-329-7300 [email protected]

Abbott Laboratories ABT reported first-quarter 2026 adjusted earnings per share (EPS) of $1.15, which surpassed the Zacks Consensus Estimate by 0.6%. The figure improved 5.5% from the prior-year quarter’s level. GAAP EPS was 61 cents compared with 76 cents in the comparable period of 2025. Worldwide sales of $11.16 billion were up 7.8% year over year on a reported basis and 3.7% on a comparable basis. The top line surpassed the Zacks Consensus Estimate by 1.3%. Following the earnings announcement, ABT stock fell 4% in pre-market trading today. Abbott operates through four segments — Established Pharmaceuticals, Medical Devices, Nutrition and Diagnostics. Established Pharmaceuticals’ product sales increased 13.2% on a reported basis (up 9% on a comparable basis) to $1.43 billion. Comparable sales in key emerging markets improved 9.4% year over year. This was led by double-digit growth in several countries across the Latin America and Asia Pacific regions. The Medical Devices segment’s sales rose 13.2% year over year on a reported basis (up 8.5% on a comparable basis) to $5.54 billion. The Diabetes Care division’s sales grew 7.4% year over year, Structural Heart sales rose 6.8%, and Heart Failure sales improved 12.2% year over year on a comparable basis. The Vascular division recorded comparable sales growth of 4.9%. The Electrophysiology, Rhythm Management and Neuromodulation divisions recorded comparable sales growth of 12.5%, 12.5% and 4.1%, respectively, in the quarter under review. Nutrition sales declined 6% year over year on a reported basis (down 7.7% on a comparable basis) to $2.02 billion. Pediatric Nutrition sales were down 9.7% and Adult Nutrition sales declined 5.9% on a comparable basis. Diagnostics sales increased 6.1% year over year on a reported basis (up 1.8% on a comparable basis) to $2.18 billion. On a comparable basis, Core Laboratory Diagnostics sales were up 3.3%, Rapid/Molecular Diagnostics sales decreased 9.6% and Cancer Diagnostics sales improved 13.4%. In the first quarter, the gross profit rose 6.5% year over year to $6.27 billion despite a 9.4% increase in the cost of products sold (excluding amortization expense). The gross margin contracted 67 basis points (bps) to 56.2%. Selling, general and administration expenses rose 22.2% year over year to $3.74 billion. Research and development expenses grew 7.1% year over year to $767 mill...