Phibro Animal Health Q4 results beat estimates on mineral nutrition growth

Phibro Animal Health

26/08/2026 21:32

Overview
U.S. animal health products maker's fiscal Q4 revenue rose 5%, beating analyst expectations
Adjusted EPS for fiscal Q4 increased 35% and beat analyst expectations
Company to close Chicago Heights plant in 2027, affecting about 100 employees

Outlook
Phibro sees FY27 net sales of $1.55 bln to $1.60 bln
Company expects FY27 adjusted EBITDA of $258 mln to $268 mln
Guidance assumes minimal virginiamycin sales in Brazil due to regulatory uncertainty

Result Drivers
ANIMAL HEALTH DEMAND - Q4 sales rose due to increased demand for anti-microbials in ethanol performance business, higher dairy demand in North America, and growth in poultry vaccines in Latin America and Israel
MINERAL NUTRITION GROWTH - Q4 sales increased due to higher demand for zinc and trace minerals
GROSS PROFIT IMPROVEMENT - Gross profit rose due to increased sales volume and favorable product mix, partially offset by higher input costs; tariff recovery efforts also contributed

Company press release: ID:nBwc6CmLTa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$396.7 mln
$381.25 mln (4 Analysts)
Q4 Adjusted EPS
Beat
$0.85
$0.71 (5 Analysts)
Q4 EPS
 
$0.53
 
Q4 Adjusted Net Income
 
$35 mln
 
Q4 Net Income
 
$21.7 mln
 
Q4 Adjusted EBITDA
Beat
$64.2 mln
$57.66 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 $41.50, about 15.5% above its August 25 closing price of $35.93
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 16 three months ago

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Aug 24 - US ethanol credit prices slump after EPA delays biofuel compliance deadline
Aug 25 - CME announces first trade of US Zinc futures
Aug 26 - China's Mengniu Dairy half-year revenue, net income rise

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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.)