Phibro Animal Health Corporation PAHC

34.45 0.52 1.53% as of 25 Sep
Market cap
$1.4B
P/E
14.0×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.32
Total sells 30.03
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — 1 — — — —
Sell 3 7 3 6 6 4 3 1 — — — —
Insider Ownership 48.55%

Capital & Financial Ratios

Market Cap 1,380.00
Revenue 1,518.09
Net Income 99.72
Free Cash Flow 9.87
Net Debt 650.80
Current Ratio 2.96
Debt/Equity 1.90
P/E ratio 14.00
P/S ratio 0.92
P/B ratio 3.62
Past 5Y EPS Growth (46.42%)
This Y EPS Growth 8.74%
Next Y EPS Growth 9.98%
Next 5Y EPS Growth 8.87%
in millions of $

Dividends

Payout Ratio 0.59
Annual Dividend Rate 0.48
Annual Dividend Yield 4.19%
total individual payouts
2029 Powerpack
2028 Powerpack
2027 Powerpack
2026 0.48
0.12
0.12
0.12
2025 0.48
0.12
0.12
0.12
0.12
2024 0.48
0.12
0.12
0.12
0.12
2023 0.48
0.12
0.12
0.12
0.12
2022 0.48
0.12
0.12
0.12
0.12
2021 0.48
0.12
0.12
0.12
0.12
2020 0.48
0.12
0.12
0.12
0.12
2019 0.48
0.12
0.12
0.12
0.12
2018 0.42
0.10
0.10
0.10
0.12
2017 0.40
0.10
0.10
0.10
0.10
2016 0.40
0.10
0.10
0.10
0.10
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 2026
Cash 81 115 77 82
Receivables 163 169 228 239
Inventory 278 266 444 535
Other 63 51 61 80
586 601 811 936
2023 2024 2025 2026
Payables 74 86 138 127
ST’ Debt 22 30 16 25
Other — — — —
176 204 293 316
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 7.28% 12.74% 15.79%
Cash Flow 6.36% 7.38% 73.03%
Earnings 1.89% 12.89% 45.15%
Book Value 15.60% 10.08% 10.91%

Revenue

Sep Dec Mar Jun Year
’26 — — — — —
’26 364 374 384 397 1,518
’25 260 309 348 379 1,296
’24 231 250 263 273 1,018
’23 233 245 246 255 978
’22 215 233 240 255 942
’21 195 206 212 220 833
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Sep Dec Mar Jun Year
’26 — — — — —
’26 9 19 16 24 69
’25 13 3 43 21 80
’24 16 32 11 28 88
’23 (11) (2) 6 20 13
’22 4 20 6 2 32
’21 2 27 17 3 48
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Sep Dec Mar Jun Year
’26 — — — — —
’26 (5) 8 1 5 10
’25 3 (5) 35 8 42
’24 9 21 2 15 46
’23 (34) (12) (2) 9 (38)
’22 (4) 12 (4) (10) (5)
’21 (6) 20 9 (4) 19
in millions of $ · fiscal quarters ending in the months shown

EPS

Sep Dec Mar Jun Year
’26 — — — — —
’26 0.65 0.67 0.59 0.53 2.43
’25 0.17 0.08 0.51 0.42 1.19
’24 (0.20) 0.03 0.21 0.02 0.06
’23 0.10 0.18 0.25 0.28 0.81
’22 0.16 0.43 0.44 0.18 1.21
’21 0.30 0.32 0.30 0.42 1.34
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.8
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
26.10 30.79 20.00 16.27 18.63 11.75 9.40 10.04 16.16 28.25

Analyst estimates 2027–2029

Powerpack
Low Price
40.25 54.62 36.98 29.38 31.00 22.16 16.52 25.98 46.42 60.08
High Price
1,400 1,500 1,600 2,500 1,725 1,860 1,920 1,940 2,475 2,605
Employees
1 1 1 0 0 1 1 1 1 1
Revenue/Emp
764 820 828 800 833 942 978 1,018 1,296 1,518
Revenue
32.48% 32.55% 31.96% 32.10% 32.56% 30.29% 30.50% 30.77% 30.85% 33.76%
Gross Margin
81 88 72 56 66 72 54 11 68 137
EBT
10.54% 10.74% 8.64% 6.94% 7.98% 7.68% 5.53% 1.07% 5.25% 9.05%
EBT Margin
65 65 55 34 54 49 33 2 48 100
Net Income
27 28 28 33 33 33 35 37 48 54
Depreciation
19.34 20.41 20.49 19.78 20.59 23.26 24.14 25.13 31.99 37.44
Revenue/Sh
1.63 1.61 1.35 0.83 1.34 1.21 0.81 0.06 1.19 2.46
Earnings/Sh
2.49 1.74 1.17 1.47 1.19 0.78 0.33 2.16 1.98 1.70
Cash Flow/Sh
(0.53) (0.46) (0.74) (0.84) (0.72) (0.91) (1.28) (1.02) (0.95) (1.46)
Capex/Sh
1.96 1.28 0.43 0.63 0.47 (0.13) (0.95) 1.14 1.03 0.24
Free CF/Sh
3.82 4.60 5.35 4.65 5.89 6.48 6.97 6.34 7.05 9.51
Book Value/Sh
40 40 40 40 40 41 41 41 41 41
Shares
22.59 29.10 23.25 32.04 21.55 15.81 16.91 284.00 21.46 12.76
PE Ratio
1.92 2.30 1.54 1.33 1.40 0.82 0.57 0.68 0.80 0.84
PS Ratio
9.69 10.18 5.92 5.65 4.90 2.95 1.96 2.69 3.62 3.30
PB Ratio
2.25 2.58 1.84 1.70 1.76 1.18 0.97 1.05 1.29 1.27
EV/Sales
22.21 41.11 88.11 53.69 77.31 (206.95) (24.65) 22.95 40.08 195.01
EV/FCF
98 70 47 59 48 32 13 88 80 69
Op' Cash Flow
(21) (19) (30) (34) (29) (37) (52) (41) (38) (59)
Capex
78 51 17 25 19 (5) (38) 46 42 10
FCF
248 272 312 295 335 375 410 397 517 619
Working Cap'
313 312 326 387 392 433 475 488 719 733
Total Debt
257 233 245 296 299 342 394 373 642 651
Net Debt
151 185 216 188 239 262 283 257 286 385
Sh' Equity
10.50% 10.02% 7.83% 4.44% 6.69% 5.55% 3.43% 0.25% 4.12% 6.97%
ROA
14.99% 14.79% 11.29% 8.94% 8.71% 8.17% 6.64% 5.29% 7.45% 11.72%
ROIC
53.48% 38.61% 27.29% 16.60% 25.49% 19.63% 11.97% 0.90% 17.80% 29.72%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Jun 2026 · latest quarter Jun 2026

Phibro Animal Health Corporation peers in Drug Manufacturers Specialty & Generic

All 86 Drug Manufacturers Specialty & Generic stocks →

Phibro Animal Health Corporation (PAHC) key facts

  • Phibro Animal Health Corporation (PAHC) is a Drug Manufacturers Specialty & Generic company in the Healthcare sector, listed on Nasdaq.
  • Phibro Animal Health Corporation’s revenue for fiscal 2026 (year ended June 2026) was $1.5 billion, up 17.1% from fiscal 2025.
  • Net income was $99.7 million, or $2.46 per share (basic), a net margin of 6.57%.
  • As of September 25, 2026, PAHC traded at $34.45, a market capitalization of $1.4 billion.
  • At that price the stock trades at 14.0× trailing-twelve-month earnings and 0.9× sales.
  • Phibro Animal Health Corporation pays an annual dividend of $0.48 per share, a yield of 4.19%, with a payout ratio of 59.3%.
  • Return on equity was 29.7% and debt-to-equity 1.90.

Source: company filings (standardised) and stockrow calculations.

Phibro Animal Health Corporation (PAHC) Latest News

News by impact score

Fine-tune

25 Sep

3

PAHC posted solid Q4 2026 results: adjusted earnings of $0.85 per share, up 35% YoY, beating the $0.72 consensus. Net sales rose 5% to $396.7 million, topping estimates by about 8%. Adjusted gross margin expanded to 34.6%, helped by higher sales, favorable mix, and tariff recoveries. For fiscal 2027, Phibro guides net sales of $1.55-$1.60 billion (≈4% growth) and adjusted EPS of $3.41-$3.59 (≈9% growth). Despite the beat and margin expansion, estimates have trended downward in the past month, and the stock has fallen ~6.7% since the last report, though Zacks keeps a Strong Buy. The mix of a positive quarterly beat with cautious guidance suggests a tempered near-term outlook. Earnings beat and margin expansion support positive sentiment, but ongoing downward revisions cap upside, yielding a moderate impact.

24 Sep

3

Phibro Animal Health (PAHC) slumped about 38.5% in six months to $34.11. With roughly $1.52 billion in revenue, it remains a relatively small player in a regulated sector, which limits scale advantages. Analysts foresee 3.6% revenue growth over the next 12 months, a slowdown from the roughly 12.7% annualized gain over the past five years. Free cash flow has breakeven history, constraining reinvestment and capital returns. The piece concludes PAHC doesn’t meet an investment bar and trades near 10x forward earnings, suggesting better opportunities elsewhere, including a digital advertising stock. Overall tone is cautious to negative on near-term upside. Growth slowdown, limited scale, and breakeven free cash flow imply a moderately negative impact on PAHC's trajectory and sentiment.

4 Sep

3

Phibro Animal Health sets 2027 guidance and questions whether its stock remains undervalued. 2027 guidance provides forward financial targets that may moderately shift investor views on valuation and performance.

1 Sep

4

Phibro Animal Health Corporation completed the first full year of its major acquisition. Major acquisition reached one-year mark as key strategic move.

31 Aug

3 transcript

Phibro Animal Health Corporation conducted its Q4 2026 earnings call, covering financial results and operational updates for the period. Earnings call delivers financial updates that moderately shape near-term market views on PAHC performance.

28 Aug

3

Phibro Animal Health Corporation's Q2 results show a diverse portfolio offsetting regulatory pressures and margin headwinds. Q2 performance data indicate portfolio offsets to regulatory and margin issues without signaling major trajectory changes.

27 Aug

4 transcript

Phibro Animal Health Corporation posted record sales in its Q4 2026 earnings call along with strategic updates. Record sales and strategic moves point to improved financial performance and market positioning.

3

Phibro Animal Health reported Q4 financial results including revenue, adjusted EBITDA and net income figures along with management commentary on segment performance, cost management and outlook for animal health markets. Quarterly earnings data and forward commentary directly inform near-term financial expectations and trading activity.

3 transcript

Phibro Animal Health Corporation held its Q4 2026 earnings call to review financial results and business outlook. Earnings call details can moderately influence investor views on company trajectory.

26 Aug

4

Phibro Animal Health Corporation reported strong Q2 CY2026 results, driving a sharp rise in its stock price. Strong quarterly results materially lift near-term valuation and investor sentiment.

4

Phibro Animal Health Corporation reported fourth quarter and full fiscal year results while issuing forward financial guidance. Quarterly results plus guidance directly shape valuation, investor views and near-term trading.

3

Phibro Animal Health Corporation reported Q4 earnings with analysis of key financial and operational metrics. Q4 earnings data and metrics typically influence near-term stock price and investor views on performance.

25 Aug

3

Phibro Animal Health (PAHC) will report Q2 earnings results tomorrow. Q2 earnings release may move PAHC shares and sentiment but is unlikely to alter long-term trajectory.

21 Aug

3

Phibro (PAHC) Q4 earnings preview highlights key considerations beyond headline estimates that investors should evaluate ahead of results. Q4 earnings preview outlines factors that may moderately shape PAHC market sentiment and short-term performance.

20 Aug

3

Phibro Animal Health (PAHC) stock may be 22% undervalued ahead of its upcoming earnings report. Pre-earnings valuation analysis could moderately influence short-term PAHC stock sentiment and trading.

15 Jul

3

PAHC stock has surged 52.1% over the past year, driven by factors behind the ongoing rally. Past-year stock gains reflect improved sentiment that can moderately support near-term market performance without altering core trajectory.

12 Jun

3

Phibro Animal Health Corporation growth in animal health segment supports PAHC stock performance through ongoing operational drivers. Operational growth drivers produce moderately noticeable effects on PAHC financial performance and market position.

6 Jun

3

Analysts are resetting fair value estimates for Phibro Animal Health (PAHC), shifting the investment narrative around the company. Analyst fair value resets can adjust price targets and influence short-term investor sentiment for PAHC.

1 Jun

3 transcript

Phibro Animal Health Corporation (PAHC) released Q3 2026 earnings results including financial performance metrics and management commentary on operations. Quarterly earnings data directly informs near-term financial outlook and investor positioning for PAHC.

23 May

3

Phibro Animal Health Corporation undergoes CEO transition, providing context for recent insider share sale by executives. CEO transition at PAHC may shift strategy and investor views while linked insider sale adds short-term sentiment pressure.

19 May

3

Phibro Animal Health reported Q1 earnings, with results prompting analysis of whether to buy, sell, or hold the stock amid operational and market factors. Q1 earnings release delivers financial metrics that can shift near-term investor views and trading without major strategic overhaul.

12 May

4

Phibro Animal Health Corporation (PAHC) announced financial results for Q3. Q3 financial results directly impact financial performance, investor sentiment, and stock trajectory.

11 May

3

Phibro Animal Health Corporation (PAHC) stock dropped 30.9% over four weeks, but multiple factors position it for a potential turnaround. PAHC's sharp 30.9% stock decline underscores oversold conditions and rebound potential, moderately affecting financial performance and investor sentiment.

3

Phibro Animal Health Corporation (PAHC) international revenue trends reveal patterns in global sales performance, highlighting shifts in key markets and growth drivers. International revenue trends influence PAHC's financial results and competitive positioning in animal health markets.

8 May

4

Phibro Animal Health Corporation (PAHC) released Q3 earnings call highlights detailing financial results, operational performance, and future outlook. Q3 earnings call highlights cover financial metrics, guidance, and strategies poised to significantly shape PAHC's trajectory and investor sentiment.

3

Phibro Animal Health Corporation (PAHC) stock declined despite beating Q3 earnings and revenue expectations, while margins improved. Q3 earnings beat and margin gains offer moderate financial uplift tempered by stock price drop.

6 May

4

Phibro Animal Health (PAHC) Q3 earnings compared to analyst estimates, with key metrics analyzed for performance insights. Q3 earnings versus estimates directly influences PAHC's financial trajectory and market sentiment.

4

Phibro Animal Health Corporation (NASDAQ:PAHC) reported Q1 CY2026 results, beating revenue expectations. Beating Q1 CY2026 revenue expectations signals strong financial performance, likely driving significant positive shifts in investor sentiment and stock trajectory.

4

Phibro Animal Health Corporation reported third quarter financial results and updated its financial guidance. Quarterly earnings results and updated financial guidance significantly influence PAHC's stock performance and investor sentiment.

3

Phibro Animal Health Corporation (PAHC) reported Q3 earnings and revenues that surpassed analyst estimates. Q3 earnings and revenue beats positively affect PAHC's financial performance and market sentiment but remain quarterly in scope.

stockrow.com/PAHC · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com