secwatch.observer — SEC 8-K summary
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Issuer:     PHIBRO ANIMAL HEALTH CORP (PAHC)
CIK:        0001069899
Form:       8-K
Filed at:   2026-02-04T23:59:59+00:00
Accession:  0001104659-26-010345
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Phibro Q2 net sales up 21% to $374M; raises FY2026 guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1069899/000110465926010345/0001104659-26-010345-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1069899/000110465926010345/pahc-20260204x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-010345

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer