PHIBRO ANIMAL HEALTH CORP (PAHC) Form 8-K — Nov 4, 2026
Phibro Animal Health reported fiscal Q1 2027 (quarter ended September 30, 2026) net sales of $386.8 million, up 6% year over year, with net income of $29.5 million and diluted EPS of $0.72, both up 11%. Management said results exceeded expectations, led by Mineral Nutrition (+17%) and Performance Products (+16%). The company maintained its fiscal 2027 guidance: net sales of $1.55-1.60 billion, adjusted EBITDA of $258-268 million, and adjusted diluted EPS of $3.41-3.59. Guidance assumes no additional virginiamycin sales in Brazil, so any regulatory approval there would represent potential upside.
Key figures
- Eps
- 0.72
- Revenue
- 386800000
- Guidance
- FY2027: net sales $1.55-1.60B, net income $122-132M, diluted EPS $2.98-3.22, adjusted EBITDA $258-268M, adjusted net income $140-147M, adjusted diluted EPS $3.41-3.59
- Net Income
- 29500000
- Total Debt
- 739600000
- Revenue Yoy
- 6%
- Cash Position
- 83100000
- Gross Margin
- 33.2%
- Adjusted EBITDA
- $64.3M (+4%)
- Free Cash Flow TTM
- $21.7M
- Animal Health Sales
- $293.0M (+3%)
- Adjusted Diluted EPS
- $0.79 (+8%)
- Gross Leverage Ratio
- 2.9x
- Mineral Nutrition Sales
- $73.6M (+17%)
- Performance Products Sales
- $20.2M (+16%)
AI analysis
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