Phibro Q1 sales beat estimates, helped by animal health segment

Phibro Animal Health

05/11/2025 21:34

Overview

Phibro Q1 net sales up 40% yr/yr, beating analyst expectations

Adjusted EBITDA for Q1 beats analyst estimates, reflecting strong operational performance

Animal Health segment net sales rise 55%, driven by strong demand

Outlook

Phibro raises fiscal 2026 adjusted EBITDA guidance to $230 mln-$240 mln

Company maintains fiscal 2026 net sales guidance at $1.43 bln-$1.48 bln

Phibro expects fiscal 2026 adjusted EPS of $2.64-$2.81

Result Drivers

ANIMAL HEALTH GROWTH - Animal Health net sales rose 55% to $283.5 mln, driven by strong demand for MFAs, nutritional specialties, and vaccines

MFA PORTFOLIO IMPACT - Incremental revenues of $80.5 mln from the MFA portfolio acquisition boosted sales

NEW PRODUCT LAUNCH - Launch of Restoris™, a dental gel for dogs, marks strategic investment in animal health innovation

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$363.9 mln
$346.96 mln (3 Analysts)
Q1 Net Income
$26.5 mln
Q1 Adjusted EBITDA
Beat
$61.9 mln
$50.59 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 $34.00, about 23.9% below its November 4 closing price of $42.11

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nBw7nj2Tya

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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.)