earnings
confidence high
sentiment positive
materiality 0.85
Phibro Q2 net sales up 21% to $374M; raises FY2026 guidance
PHIBRO ANIMAL HEALTH CORP
2026-Q2 EPS reported
$1.32
revenue$737,803,000
- Net sales $373.9M (+21% YoY); net income $27.5M vs $3.2M; diluted EPS $0.67 vs $0.08.
- Adjusted diluted EPS $0.87 (+58% YoY); adjusted EBITDA $68.1M (+41% YoY).
- Animal Health sales +26% to $290M, driven by $57.5M incremental MFA portfolio revenue.
- FY2026 guidance raised: net sales $1.45-1.50B, adjusted EBITDA $245-255M, adjusted EPS $2.93-3.10.
- Gross margin improved 260 bps to 35.5%; 3.1x gross leverage ratio; free cash flow $47.3M TTM.