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Jun 30
Phibro Q4 2025 Earnings Report
Phibro posted strong quarterly results with significant revenue and net income growth in Q4 2025.
Key Takeaways
Driven by the successful integration of the Zoetis MFA portfolio and broad-based growth across Animal Health, Phibro reported a 39% increase in revenue and a substantial rise in profitability for Q4 2025.
Revenue increased 39% YoY to $378.7M, led by strong Animal Health performance.
Net income rose to $17.2M, compared to $0.8M in Q4 2024.
Adjusted EBITDA surged 49% YoY to $50.0M.
EPS climbed to $0.42, with adjusted EPS at $0.57.
Phibro
Phibro
Phibro Revenue by Segment
Revenue by Segment
Animal Health Revenue
CapyFin.comMFAs and Other Revenue
CapyFin.comNutritional Specialties Revenue
CapyFin.comVaccines Revenue
CapyFin.comMineral Nutrition Revenue
CapyFin.comPerformance Products Revenue
CapyFin.com Forward Guidance
Phibro expects continued growth in FY 2026, supported by momentum in all business segments and ongoing benefits from recent acquisitions.
Positive Outlook
- FY26 revenue guidance between $1.43B and $1.48B
- Adjusted EBITDA projected between $225M and $235M
- Adjusted EPS expected to range from $2.52 to $2.70
- Net income forecast between $73M and $83M
- Sustained growth across Animal Health, Mineral Nutrition, and Performance Products
Challenges Ahead
- Higher SG&A expenses expected from scaling operations
- Interest expense remains elevated due to acquisition financing
- Foreign currency fluctuations continue to pose risk
- Gross margin declined 290 basis points YoY in Q4
- Potential tax headwinds from GILTI and international repatriation
Revenue & Expenses
Visualization of income flow from segment revenue to net income