Phibro Animal Health Q3 sales and profit beat estimates

Phibro Animal Health

06/05/2026 21:44

Overview

U.S. animal health supplier's fiscal Q3 sales rose 10%, beating analyst expectations

Adjusted EPS for fiscal Q3 beat consensus

Adjusted EBITDA for fiscal Q3 beat analyst expectations

Outlook

Phibro sees FY net sales of $1.46 bln to $1.50 bln

Company expects FY adjusted EBITDA of $247 mln to $255 mln

Phibro projects FY adjusted diluted EPS of $2.98 to $3.10

Result Drivers

ANIMAL HEALTH SEGMENT - Growth driven by 13% sales increase in Animal Health, supported by robust demand for MFAs, nutritional specialties, and vaccines

RECENT ACQUISITION - Higher Animal Health sales partly due to $18.9 mln in revenue from MFA portfolio acquired in October 2024

GROSS MARGIN IMPROVEMENT - Gross margin rose to 32.8% from 30.1%, helped by increased sales volume, favorable product mix, and higher average selling prices, partly offset by higher input and distribution costs

Company press release: ID:nBwg00mna

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$383.50 mln
$367.02 mln (4 Analysts)
Q3 Adjusted EPS
Beat
$0.76
$0.71 (5 Analysts)
Q3 EPS
$0.59
Q3 Adjusted Net Income
$31.20 mln
Q3 Net Income
$24 mln
Q3 Adjusted EBITDA
Beat
$60.80 mln
$58.18 mln (4 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 3 "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 $49.00, about 12.9% below its May 5 closing price of $56.24

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 14 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)