Phibro Animal Health Q2 revenue beats estimates on vaccine demand

Phibro Animal Health

04/02/2026 21:33

Overview

Animal health firm's Q2 revenue rose 21%, beating analyst expectations

Adjusted EBITDA for Q2 rose 41%, beating analyst expectations

Company raised fiscal 2026 guidance for net sales and adjusted EBITDA

Outlook

Phibro raises fiscal 2026 net sales guidance to $1.45 bln-$1.50 bln

Company expects fiscal 2026 adjusted EBITDA of $245 mln-$255 mln

Phibro forecasts fiscal 2026 adjusted net income of $120 mln-$127 mln

Result Drivers

MFA PORTFOLIO - Faster than expected uptake of newly integrated MFA portfolio boosted results

NUTRITIONAL SPECIALTY GROWTH - Strong demand for nutritional specialty products, particularly in North America, contributed to sales growth

VACCINE DEMAND - Growth in vaccine sales driven by increased demand in Latin America and Southeast Asia

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$373.90 mln
$355.64 mln (3 Analysts)
Q2 Adjusted Net Income
$35.70 mln
Q2 Net Income
$27.50 mln
Q2 Adjusted EBITDA
Beat
$68.10 mln
$55.27 mln (3 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the pharmaceuticals peer group is "buy."

Wall Street's median 12-month price target for Phibro Animal Health Corp is $45.00, about 8.9% above its February 3 closing price of $41.31

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nBw2W1bc5a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)