earnings
confidence high
sentiment positive
materiality 0.85
Phibro Q1 net sales $260.4M (+13% YoY), net income $7.0M vs loss; updates FY25 guidance
PHIBRO ANIMAL HEALTH CORP
2025-Q1 EPS reported
$0.17
revenue$260,432,000
- Net sales $260.4M (+13% YoY); net income $7.0M vs net loss $8.0M; diluted EPS $0.17 vs -$0.20.
- Adjusted EBITDA $30.7M, +64% YoY; adjusted diluted EPS $0.35 vs $0.14 prior year.
- Updated FY2025 guidance: net sales $1.05B-$1.10B; Adjusted EBITDA $124M-$132M (15% growth).
- Discontinued atopic dermatitis project; expects ~$200M sales from Zoetis MFA portfolio in FY2025.
- Gross margin improved 280 bps to 32.1%; interest expense up $3.1M due to refinancing.