Phibro Animal Health Q4 Results and FY2027 Outlook
Phibro Animal Health Corporation (NASDAQ: PAHC) announced fourth‑quarter 2026 results that surpassed analyst expectations, prompting a 5 % rise in its after‑hours share price on 27 August 2026. The company reported adjusted earnings per share of $0.85 for the quarter ended 30 June 2026, beating the consensus estimate of $0.72 by $0.13. Revenue for the quarter was $396.7 million, representing a 5 % increase from the $378.6 million recorded in the comparable quarter of the prior year and exceeding the consensus forecast of $382.51 million.
For the full fiscal year 2026, Phibro posted net sales of $1.52 billion, up 17 % year‑on‑year, and adjusted EPS of $3.22, a 48 % increase from $2.17 in fiscal 2025. Adjusted EBITDA for the year rose 39 % to $255.0 million. CEO and President Dani Bendheim stated that fiscal 2026 was a year of meaningful progress, highlighting record net sales of $1.5 billion, a 39 % rise in adjusted EBITDA, expanded margins, and continued business improvement.
Looking ahead, the company issued fiscal 2027 guidance of adjusted EPS between $3.41 and $3.59, with a midpoint of $3.50, which is above the analyst consensus of $3.07. Revenue guidance was set at $1.55 billion to $1.60 billion, with a midpoint of $1.58 billion, surpassing the consensus estimate of $1.49 billion. The guidance assumes minimal virginiamycin sales in Brazil pending regulatory approval for therapeutic indications; management noted that a favorable regulatory outcome could provide upside to the current expectations.
In operational news, Phibro announced the closure of its Chicago Heights manufacturing facility in the summer of 2027. The shutdown will affect approximately 100 employees, and production will be transferred to other Phibro sites and third‑party manufacturers as part of a strategic consolidation.