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Dec 31, 2025
Phibro Q2 2026 Earnings Report
Phibro Animal Health Corporation reported strong second quarter results, driven by increased sales in Animal Health and an updated financial guidance for fiscal year 2026.
Key Takeaways
Phibro Animal Health Corporation delivered a strong second quarter, with net sales increasing by 21% to $373.9 million and net income surging by $24.3 million to $27.5 million. Adjusted EBITDA also saw a significant rise of 41% to $68.1 million, primarily driven by the faster-than-expected uptake of the newly integrated MFA portfolio and sustained growth in nutritional specialty and vaccine offerings.
Net sales increased by 21% to $373.9 million, driven by strong performance in Animal Health.
Net income surged by $24.3 million to $27.5 million, reflecting favorable gross profit and improved foreign currency results.
Adjusted EBITDA increased by 41% to $68.1 million, primarily due to higher sales and gross profit in Animal Health.
The company raised its fiscal year 2026 guidance, anticipating net sales between $1.45 billion and $1.50 billion and adjusted EBITDA between $245 million and $255 million.
Revenue by Segment
Forward Guidance
Phibro Animal Health Corporation has raised its fiscal year 2026 guidance, anticipating strong growth in net sales, net income, diluted EPS, and Adjusted EBITDA.
Positive Outlook
- Net sales are projected to be between $1.45 billion and $1.50 billion, representing 14% growth.
- Net income is expected to be between $85 million and $95 million, an 86% increase.
- Diluted EPS is forecasted to be between $2.08 and $2.32, an 85% increase.
- Adjusted EBITDA is projected to be between $245 million and $255 million, a 36% increase.
- Adjusted net income is expected to be between $120 million and $127 million, a 45% increase.
Challenges Ahead
- The guidance for GAAP measures assumes no additional foreign exchange (gains) losses for the year ending June 30, 2026, which could introduce variability.
- The company acknowledges some challenges in the global environment, which could impact future performance.
- The forward-looking statements are subject to risks and uncertainties, including future debt and leverage levels.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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