Phibro Animal Health Q4 sales beat estimates

Phibro Animal Health

27/08/2025 22:04

Overview

Phibro fiscal Q4 net sales rise 39%, beating analyst expectations, per LSEG data

Adjusted EPS for fiscal Q4 beats estimates, while adjusted EBITDA misses, per LSEG data

Growth driven by Zoetis MFA portfolio and higher international demand

Outlook

Phibro expects FY 2026 net sales of $1.43 bln to $1.48 bln

Company projects FY 2026 adjusted EBITDA of $225 mln to $235 mln

Phibro anticipates FY 2026 net income of $73 mln to $83 mln

Company sees FY 2026 diluted EPS of $1.79 to $2.03

Result Drivers

ZOETIS ACQUISITION - Incremental revenues from Zoetis MFA portfolio drove a 77% increase in MFA and Other product sales

INTERNATIONAL DEMAND - Higher international demand boosted sales of MFAs and vaccines, particularly in Latin America

SG&A INVESTMENTS - Increased SG&A expenses due to strategic investments and higher employee-related costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$378.70 mln
$362.20 mln (2 Analysts)
Q4 Adjusted EPS
Beat
$0.57
$0.52 (3 Analysts)
Q4 EPS
$0.42
Q4 Adjusted Net Income
$23.20 mln
Q4 Net Income
$17.20 mln
Q4 Adjusted EBITDA
Miss
$50 mln
$50.60 mln (2 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 $24.00, about 36% below its August 26 closing price of $32.64

Press Release: ID:nBw78T1Tma

(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.)