The beat-and-raise quarter underscores successful MFA integration and strong core growth. However, the Brazil regulatory development and high leverage (3.1x) warrant monitoring. Expect positive price action near-term; consider taking profits on any gap-up above $60 given limited upside catalysts beyond guidance already raised.
Price Chart
Executive Summary
Phibro Animal Health reported Q3 FY2026 results with net sales of $383.5M (+10% YoY) and adjusted diluted EPS of $0.76, beating the $0.72 consensus. The company raised its FY2026 guidance across all key metrics, signaling continued momentum from MFA portfolio integration and strong Animal Health demand.
Key Financial Metrics
Key Facts
- Q3 net sales $383.5M, +10% YoY
- GAAP diluted EPS $0.59, +16% YoY
- Adjusted diluted EPS $0.76, +19% YoY, vs consensus $0.72 (beat by 5.6%)
- Adjusted EBITDA $60.8M, +11% YoY
- FY2026 guidance raised: net sales $1.46B-$1.50B, diluted EPS $2.25-$2.44, adjusted EBITDA $247M-$255M
- Post-quarter: increased revolving credit facility by $125M to $435M; regulatory development in Brazil for certain antimicrobial products
Financial Impact
EPS beat consensus by $0.04 (5.6%); guidance midpoint for diluted EPS raised by ~$0.145
Risk Factors
- Brazil regulatory action on antimicrobial products could impact Animal Health segment
- Gross leverage at 3.1x limits financial flexibility
- Performance Products segment continues to decline (-17% YoY)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-056316 |
| Document: pahc-20260506x8k.htm | 0001104659-26-056316 |
| Document: 0001104659-26-056316-index-headers.html | 0001104659-26-056316 |
| Document: 0001104659-26-056316-index.html | 0001104659-26-056316 |
| Document: 0001104659-26-056316.txt | 0001104659-26-056316 |
| 8-K Data (Synthetic) | 0001104659-26-056316 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 28, 2026 9w ago | 8-K | $36.95 $36.09 | ▼ −2.33% | ▼ −7.35% | $37.24 (+0.78%) |
Jun 26, 2026 13w ago | 8-K | $31.81 $34.04 | ▲ +6.99% | ▲ +7.27% | $37.24 (+17.07%) |
May 6, 2026 21w ago | 8-K | $43.16 $31.79 | ▼ −26.34% | ▼ −29.48% | $37.24 (−13.72%) |
May 5, 2026 21w ago | 8-K | $58.50 $31.79 | ▼ −45.66% | ▼ −48.44% | $37.24 (−36.34%) |
Apr 30, 2026 22w ago | 8-K | $54.66 $29.74 | ▼ −45.58% | ▼ −50.85% | $37.24 (−31.87%) |
Apr 27, 2026 22w ago | 8-K | $54.29 $33.68 | ▲ +37.96% | ▲ +43.43% | $37.24 (+31.41%) |
US Market Status
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