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Phibro(PAHC) - 2026 Q1 - Quarterly Results
2025-11-06 05:35
Exhibit 99.1 For Immediate Release Phibro Animal Health Corporation Reports First Quarter Results, Updates Financial Guidance TEANECK, N.J., November 5, 2025 (Business Wire) – Phibro Animal Health Corporation (Nasdaq: PAHC) ("Phibro" or the "Company") today announced financial results for its first quarter ended September 30, 2025 and its updated financial guidance for the year ending June 30, 2026. Highlights for the three months ended September 30, 2025 (compared to the three months ended September 30, 20 ...
Phibro(PAHC) - 2026 Q1 - Quarterly Report
2025-11-06 05:14
Table of Contents ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36410 Phibro Animal Health Corporation (Exact name of registrant as specified in its charter) Delaware 13-1840497 (State or other jurisdiction of (I.R.S. Employer UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ...
Phibro Animal Health Corporation Declares Quarterly Dividend
Businesswire· 2025-11-05 05:10
About Phibro Animal Health CorporationPhibro Animal Health Corporation is a leading global diversified animal health and nutrition company. We strive to be a trusted partner with livestock producers, farmers, veterinarians and consumers who raise or care for farm and companion animals by providing solutions to help them maintain and enhance the health of their animals. For further information, please visit www.pahc.com. Contacts Phibro Animal Health CorporationGlenn DavidChief Financial Officer+1-201-329- 7 ...
Phibro Animal Health Corporation Announces National Launch of Restoris™ Piezoelectric Dental Gel for Dogs
Businesswire· 2025-10-31 01:00
TEANECK, N.J.--(BUSINESS WIRE)--Phibro Animal Health Corporation is proud to announce the national launch of Restorisâ"¢ piezoelectric dental gel, a revolutionary dental gel designed to treat and support long-term oral health in dogs with periodontal disease. Developed in collaboration with a leading U.S. dental school and licensed to Phibro, Restoris represents a breakthrough in veterinary dental care, offering a dual mechanism of action to restore oral health at its foundation. The launch of Re. ...
Here's Why Phibro Animal Health (PAHC) is a Strong Growth Stock
ZACKS· 2025-10-24 22:46
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Phibro Animal Health Corporation Announces Licensing Agreement with Lighthouse Pharmaceuticals, Inc. for Innovative Periodontal Health Asset for Dogs
Businesswire· 2025-10-10 04:30
公司动态 - 菲宝动物健康公司与Lighthouse制药公司就一种针对伴侣动物牙周健康的新型治疗资产达成授权协议[1] - 协议授予菲宝动物健康公司开发、制造和商业化Lighthouse制药公司犬类牙周护理专有化合物的独家权利[1] - 该专有化合物代表着一个有前景的治疗方案[1]
Phibro Animal Health Corporation (PAHC) Soars 39% in Q4, Stock Up 80% YTD on Zoetis Acquisition Boost
Yahoo Finance· 2025-10-02 01:42
公司业绩表现 - 2025财年第四季度净销售额飙升39%至3.787亿美元,主要由动物健康部门53%的增长驱动 [2] - 2025财年全年净销售额增长27%至12.9亿美元,净利润和调整后税息折旧及摊销前利润显著改善 [2] - 公司预计2026财年营收将在14.3亿至14.8亿美元之间,调整后税息折旧及摊销前利润将在2.25亿至2.35亿美元之间 [4] 业务增长驱动力 - 药物饲料添加剂销售额跃升77%,主要得益于成功收购并整合硕腾公司的药物饲料添加剂产品组合以及拉丁美洲的强劲需求 [2] - 收购硕腾公司为公司增加了超过37种产品和全球6个生产基地,是近期增长势头的核心 [3] - 特种营养产品和疫苗也为销售增长做出了贡献 [2] 市场与产品战略 - 公司业务遍及约90个国家,通过其药物饲料添加剂、营养产品、疫苗和特种成分组合服务于食用动物和伴侣动物 [1] - 公司正扩大在伴侣动物市场的业务,并见证用于乳制品行业的营养补充剂OmniGen-AF在全球的推广 [3] 资本市场表现 - 公司股价在2025年年内上涨超过80%,表现优于同行和整体市场 [4] - 分析师已上调对2025和2026财年的盈利预测,反映出对持续增长的乐观情绪 [4]
Phibro Animal Health Stock Surges 82.1% YTD: What's Fueling It?
ZACKS· 2025-09-25 21:26
公司股价表现 - 公司股价今年以来已飙升821% [1] - 公司股价表现远超行业53%的涨幅和标普500指数142%的涨幅 [1] - 公司目前获得Zacks Rank 2(买入)评级 [1] 业务概况与产品组合 - 公司业务涵盖动物保健和矿物营养,产品线约800种,销往约90个国家 [2] - 目标市场包括家禽、猪、肉牛和奶牛、水产养殖和犬类等食用及伴侣动物 [2] - 公司运营目前以畜牧板块为核心,并正投入资源开发伴侣动物领域产品 [2] - 动物保健产品组合表现强劲,包括促进动物营养的药用饲料添加剂和营养特种产品 [3] - 营养产品如OmniGen-AF和Animate在全球乳业持续获得认可 [3] 增长驱动因素 - 收购硕腾公司的药用饲料添加剂产品组合为公司增加了超过37条成熟产品线,覆盖80个国家,并带来位于美国、意大利和中国的6个生产基地 [3] - 2025财年第四季度,药用饲料添加剂及其他产品销售额因硕腾产品组合的增量收入及强劲的海外需求而同比增长77% [3] - 公司正大力投资扩大多个地点的疫苗生产能力,近期在巴西瓜鲁柳斯的新疫苗生产设施已投入运营 [4] - 2025财年第四季度疫苗销售额同比增长21%,主要受拉丁美洲家禽产品持续增长和国际需求上升推动 [4] - 矿物营养业务净销售额持续受到铜和微量元素需求增长的驱动 [6][9] - 性能产品业务受益于更高的平均售价 [9] 国际市场拓展 - 公司的全球足迹延伸至关键高增长地区,包括巴西及南美其他国家、中国、印度、东南亚、墨西哥、土耳其、澳大利亚、加拿大、波兰及东欧其他国家、南非及非洲其他国家 [5] - 这些地区的畜牧生产增长率预计将高于平均水平 [5] 财务业绩展望 - 市场对公司2026财年每股收益的共识预期为同比增长229%至257美元 [11] - 市场对公司2027财年每股收益的共识预期为同比增长49%至269美元 [11] - 过去30天内,对公司2025财年每股收益的共识预期已上调117% [11] - 2026财年营收预计增长131%至147亿美元 [11] - 2027财年营收预计达到149亿美元,意味着增长14% [11]
Here's Why You Should Add PAHC Stock to Your Portfolio Right Now
ZACKS· 2025-09-10 22:31
公司业绩表现 - 第四季度动物健康业务销售额同比增长53% 主要受收购硕腾产品线和国际需求推动 [5][9] - 矿物营养业务净销售额增长3% 性能产品净销售额增长13% [6][7] - 毛利率收缩287个基点至29.1% 因销售成本同比上升44.5% [12] 业务板块分析 - 动物健康业务中MFA产品销售额增长77% 营养特制品增长11% 疫苗产品增长21% [5] - 收购硕腾产品线新增37个产品系列 覆盖80个国家及6个生产基地 [4] - 矿物营养业务增长主要受铜和微量矿物质需求推动 性能产品增长源于个人护理成分需求提升 [6][7] 财务指标 - 公司市值16亿美元 过去一年股价上涨101.1% 远超行业3%的涨幅 [2] - 现金及短期投资7700万美元 短期债务仅1600万美元 偿债能力强劲 [9][10] - 过去四个季度每股收益平均超出预期27.88% 2026年EPS预期上调6.5%至2.45美元 [2][13] 行业比较 - 同业公司GE HealthCare股价上涨76.5% 收益率为5.8% 四个季度平均超预期12.5% [14] - Masimo长期盈利增长率预期12.5% 股价年涨18.9% 四个季度平均超预期9.17% [15] - Envista 2026年盈利增长率预期15.2% 股价上涨16% 四个季度平均超预期16.5% [16] 经营环境 - 俄乌冲突导致经济制裁和供应链中断 带来汇率波动及原材料通胀压力 [11] - 销售及行政费用增长11.1% 持续面临通胀和外汇逆风 [12]
Phibro Animal Health Corporation (PAHC) Presents at Morgan Stanley 23rd Annual Global
Seeking Alpha· 2025-09-10 05:21
公司介绍 - 摩根士丹利医疗保健服务分析师Erin Wright主持与Phibro Animal Health公司的交流会议 [1] - Phibro Animal Health公司首席财务官Glenn David参与会议 [1] 会议安排 - 摩根士丹利提供研究披露信息可通过官方网站morganstanley.com/researchdisclosures获取 [1] - 与会者可通过摩根士丹利销售代表提出疑问 [1]