earnings
confidence high
sentiment positive
materiality 0.75
Phibro Q2 net sales up 24% to $309M; adjusted EPS $0.54 (+64% YoY); raises FY25 guidance
PHIBRO ANIMAL HEALTH CORP
2025-Q2 EPS
reported $0.25
vs consensus $0.53
▼ miss
(-52.9%)
- Net sales $309.3M (+24% YoY); Animal Health up 33% on Zoetis MFA acquisition added $36.7M.
- Adjusted EBITDA $48.2M (+64% YoY); gross margin up 140 bps to 32.9%.
- Net income $3.2M vs $1.3M prior year; adjusted net income $21.9M (+$8.5M).
- Updated FY2025 guidance: net sales $1.25-1.30B, adjusted EBITDA $172-180M (58% growth midpoint).
- Gross leverage 3.1x; total debt $760.3M; cash $67.1M; free cash flow $15.3M trailing 12M.