earnings
confidence high
sentiment positive
materiality 0.80
Phibro Animal Health reports record FY2026 results, raises FY2027 guidance
PHIBRO ANIMAL HEALTH CORP
2026-FY EPS reported
$2.43
revenue$1,518,093,000
- Q4 net sales $396.7M (+5% YoY); diluted EPS $0.53 (+26%); adjusted EPS $0.85 (+35%).
- FY2026 net sales $1,518.1M (+17%); net income $99.7M; adjusted EBITDA $255.0M (+39%).
- FY2027 guidance: net sales $1.55-1.60B, adjusted EBITDA $258-268M, adjusted net income $140-147M.
- Plans to close Chicago Heights manufacturing facility; production ceases summer 2027, ~100 employees affected.
- Regulatory uncertainty on virginiamycin in Brazil; guidance assumes minimal sales, potential upside if approved.