Zacks Investment Research·15h ago
Implied Volatility Surging for Phibro Animal Health Stock OptionsInvestors need to pay close attention to PAHC stock based on the movements in the options market lately.
Phibro Animal Health Corporation(PAHC)Earnings, Financials & Key Ratios
PAHC•NASDAQ
$34.13
28.7× P/E·Price updated Jul 6, 2026
SectorHealthcareIndustrySpecialty & Generic PharmaSub-IndustryAnimal health pharmaceuticals and vaccines
AboutPhibro Animal Health Corporation develops, manufactures, and supplies a range of animal health and mineral nutrition products for livestock primarily in the United States. It operates through three segments: Animal Health, Mineral Nutrition, and Performance Products. The company develops, manufactures, and markets products for a range of food animals, including poultry, swine, beef and dairy cattle, and aquaculture. Its animal health products also comprise antibacterials that are biological or chemical products used in the animal health industry to treat or to prevent bacterial diseases; anticoccidials primarily used to prevent and control the disease coccidiosis in poultry and cattle; anthelmintics to treat infestations of parasitic intestinal worms; and anti-bloat treatment products for cattle to control bloat in animals grazing on legume or wheat-pasture. In addition, the company offers nutritional specialty products, which enhance nutrition to help improve health and performance; and vaccines to prevent diseases primarily for the poultry and swine markets. Further, it manufactures and markets formulations and concentrations of trace minerals, such as zinc, manganese, copper, iron, and other compounds; and various specialty ingredients for use in the personal care, industrial chemical, and chemical catalyst industries. The company sells its animal health and mineral nutrition products through local sales offices to integrated poultry, swine, and cattle integrators, as well as through commercial animal feed manufacturers, wholesalers, and distributors. It operates in the United States, Latin America, Canada, Europe, the Middle East, Africa, and the Asia Pacific. The company was formerly known as Philipp Brothers Chemicals, Inc. and changed its name to Phibro Animal Health Corporation in July 2003. Phibro Animal Health Corporation was incorporated in 2014 and is headquartered in Teaneck, New Jersey.Show more
- Revenue$1.3B+27.4%
- EBITDA$156M+74.4%
- Net Income$48M+1897.7%
- EPS (Diluted)1.19+1883.3%
- Gross Margin30.85%+0.3%
- EBITDA Margin12.04%+36.9%
- Operating Margin8.52%+62.7%
- Net Margin3.72%+1468.4%
- ROE17.8%+1886.1%
PAHC Price & Volume
Phibro Animal Health Corporation (PAHC) stock price & volume — 10-year historical chart
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Revenue Growth Masks Persistent Regulatory Obsolescence Risk
Investment Thesis • Updated 2026Q3
VerdictNeutral
Growth:Expanding
Profitability:Moderate
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Regulatory MFA Obsolescence Risk
Key Thesis Takeaways
- Phibro Animal Health demonstrates top-line momentum with 10.3% year-over-year revenue growth in 2026Q3, yet this expansion is tempered by significant regulatory risks surrounding medicated feed additives.
- The company's aggressive acquisition strategy has driven total debt to $787.4M, creating a complex leverage profile that warrants caution.
- Investors should monitor whether the firm can successfully pivot its product mix toward higher-margin vaccines to offset potential terminal value erosion in its core segments.
Verdict Logic
while the forward P/E of 10.31 suggests potential value, the combination of a 0.67 operating cash flow to net income ratio and significant regulatory headwinds necessitates a cautious approach.
PAHC Growth Metrics
Phibro Animal Health Corporation (PAHC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years5.64%
5 Years10.12%
3 Years11.22%
TTM25.98%
Profit CAGR
10 Years-2.2%
5 Years7.54%
3 Years-0.62%
TTM199.55%
EPS CAGR
10 Years-2.35%
5 Years7.47%
3 Years-0.55%
TTM199.26%
Return on Capital
10 Years13.35%
5 Years10.14%
3 Years9.37%
Last Year11.97%
PAHC Recent Earnings
Phibro Animal Health Corporation (PAHC) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$0.76+5.6%
$0.72
Rev
$384M+4.5%
$367M
Q1 2026
Feb 4, 2026Metric
Actual
Est
EPS
$0.87+26.1%
$0.69
Rev
$374M+5.1%
$356M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.73+23.7%
$0.59
Rev
$364M+5.3%
$345M
Q3 2025
Aug 27, 2025Metric
Actual
Est
EPS
$0.57+9.6%
$0.52
Rev
$379M+4.5%
$362M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.76vs $0.72+5.6% | $384Mvs $367M+4.5% |
| Q1 2026 | Feb 4, 2026 | $0.87vs $0.69+26.1% | $374Mvs $356M+5.1% |
| Q4 2025 | Nov 5, 2025 | $0.73vs $0.59+23.7% | $364Mvs $345M+5.3% |
| Q3 2025 | Aug 27, 2025 | $0.57vs $0.52+9.6% | $379Mvs $362M+4.5% |
Based on last 12 quarters of dataView full earnings history →
Latest PAHC News
Recent stock market news and headlines for Phibro Animal Health Corporation (PAHC)
Zacks Investment Research·Jun 29, 2026
Wall Street Analysts Predict a 36.23% Upside in Phibro (PAHC): Here's What You Should KnowThe average of price targets set by Wall Street analysts indicates a potential upside of 36.2% in Phibro (PAHC). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Zacks Investment Research·Jun 22, 2026
PAHC vs. SYK: Which Stock Is the Better Value Option?Investors interested in stocks from the Medical - Products sector have probably already heard of Phibro Animal Health (PAHC) and Stryker (SYK). But which of these two companies is the best option for those looking for undervalued stocks?
Zacks Investment Research·Jun 17, 2026
What Makes Phibro (PAHC) a New Buy StockPhibro (PAHC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Peers Comparison
Key metrics vs top competitors for Phibro Animal Health Corporation (PAHC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $34.13 | $1.38B | 28.68 | 27.37% | 3.72% | 17.8% | 1.4% | |
| $25.13 | $12.55B | -53.47 | 6.22% | -4.95% | -3.64% | — | |
| $75.42 | $31.62B | 12.53 | 2.28% | 27.79% | 62.41% | — | |
| $9.51 | $2.07B | -1.89 | -3.2% | -69.93% | -29% | — | |
| $564.98 | $44.87B | 43.19 | 10.42% | 24.63% | 70.87% | — | |
| $58.75 | $20.91B | 43.20 | 2.12% | 0.81% | 2.48% | — |
Compare PAHC vs Peers
Phibro Animal Health Corporation (PAHC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
PAHC SEC Filings & Documents
Phibro Animal Health Corporation (PAHC) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 6, 2026·SEC
Material company update
May 5, 2026·SEC
Material company update
Apr 30, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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PAHC Frequently Asked Questions
Phibro Animal Health Corporation (PAHC) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Phibro Animal Health Corporation's revenue?
Phibro Animal Health Corporation (PAHC) reported $1.50B in revenue for fiscal year 2025. This represents a 364% increase from $323.0M in 2000.
How fast is Phibro Animal Health Corporation growing?
Phibro Animal Health Corporation (PAHC) grew revenue by 27.4% over the past year. This is strong growth.
Is PAHC profitable?
Yes, Phibro Animal Health Corporation (PAHC) is profitable, generating $95.2M in net income for fiscal year 2025 (3.7% net margin).
Dividend & Returns
Does PAHC pay dividends?
Yes, Phibro Animal Health Corporation (PAHC) pays a dividend with a yield of 1.40%. This makes it attractive for income-focused investors.
What is PAHC's return on equity?
Phibro Animal Health Corporation (PAHC) has a return on equity (ROE) of 17.8%. This is reasonable for most industries.
What is Phibro Animal Health Corporation's free cash flow?
Phibro Animal Health Corporation (PAHC) generated $12.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.