earnings
confidence high
sentiment positive
materiality 0.75
Phibro Animal Health Q3 FY2026: Sales $383.5M (+10%), Adj. EBITDA $60.8M (+11%); Guidance raised
PHIBRO ANIMAL HEALTH CORP
2026-Q3 EPS reported
$1.90
revenue$1,121,346,000
- Q3 net sales $383.5M, +10% YoY; Animal Health segment +13% to $291.2M, driven by MFA portfolio, nutritional specialties, vaccines.
- Net income $24.0M, +15%; diluted EPS $0.59; adjusted diluted EPS $0.76, +19% YoY.
- Updated FY2026 guidance: net sales $1.46B-$1.50B (14% growth), adjusted EBITDA $247M-$255M (37% growth).
- Post-quarter: expanded revolver by $125M to $435M; announced Sustainable Solutions Platform with VERRATAIN; Brazil regulatory development on antimicrobials noted.
- Gross margin improved 270 bps to 32.8%; free cash flow $12.8M trailing twelve months; leverage 3.1x.