Phibro Animal Health Q4 results beat estimates on mineral nutrition growth
PAHC•Fiscal 2027 outlook
Phibro sees FY27 net sales of $1.55 billion to $1.60 billion and expects FY27 adjusted EBITDA of $258 million to $268 million.
The guidance assumes minimal virginiamycin sales in Brazil due to regulatory uncertainty.
What drove the quarter
- Animal health demand - Q4 sales rose due to increased demand for anti-microbials in the ethanol performance business, higher dairy demand in North America, and growth in poultry vaccines in Latin America and Israel.
- Mineral nutrition growth - Q4 sales increased due to higher demand for zinc and trace minerals.
- Gross profit improvement - Gross profit rose due to increased sales volume and favorable product mix, partially offset by higher input costs; tariff recovery efforts also contributed.
Quarterly results beat estimates
Phibro Animal Health's fiscal fourth-quarter revenue rose 5%, beating analyst expectations, while adjusted earnings per share increased 35% and also beat expectations.
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q4 Sales | Beat | $396.7 mln | $381.25 mln (4 Analysts) |
| Q4 Adjusted EPS | Beat | $0.85 | $0.71 (5 Analysts) |
| Q4 EPS | $0.53 | ||
| Q4 Adjusted Net Income |
