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Phibro Animal Health Corp

Phibro Animal Health Corp

PAHC
$35.62USD↓-2.62%-0.96 today

MARKET CAP

1.4B

P/E (TTM)

11.4x

FWD P/E

10.6x

DAY RANGE

$36 – $38

52W RANGE

$28
$60

AI Summary

Stalk
TrimMedium

PAHC’s medium-term bullish advance was invalidated by a decisive pullback following a Bullish Exhaustion at marginal highs. Price has breached multiple EMAs and the 200-day SMA remains above, anchoring a long-term downtrend. However, an active Lockout Rally overrides short-term overbought signals, favoring participation on any relief. Given the bearish medium-term structure, trimming into strength around the EMAs is advised rather than chasing the down move.

  • ↑Animal health segment net sales $292.5M (+53% YoY); consolidated revenue $378.7M (+39%)
  • ↑FY26 guidance lifted to $1.425–1.475B revenue and $225–235M adjusted EBITDA
  • ↓Tariff risks not fully embedded, potentially raising costs and squeezing margins
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Phibro Animal Health Corporation (NASDAQ: PAHC) is a recognized leader in the animal health industry, specializing in the development and commercialization of a diverse portfolio of health and nutritional products for both livestock and companion animals. The company operates within crucial sectors of veterinary pharmaceuticals and nutrients, aiming to support sustainable animal production practices. Its recent strategic acquisitions, notably of the Zoetis medicated feed additive portfolio, further enhance its competitive positioning in a market increasingly focused on innovation and efficiency.

Bull says

  • ↑Animal health segment net sales $292.5M (+53% YoY); consolidated revenue $378.7M (+39%)
  • ↑FY26 guidance lifted to $1.425–1.475B revenue and $225–235M adjusted EBITDA
  • ↑Veritain product launch targets large sustainability solutions market
  • ↑Positive free cash flow of $49M and $0.12/share dividend signal strong cash returns
  • ↑Vaccines sales +25% and nutritional specialties +13% reflecting broad demand
  • ↑Favorable earnings yield and high profitability underpin sustained growth

Bear says

  • ↓Tariff risks not fully embedded, potentially raising costs and squeezing margins
  • ↓Legacy MFA segment growth to remain flat-to-low-single digits
  • ↓Elevated short interest and high stock volatility signal investor skepticism
  • ↓Negative dividend yield impact weakens appeal to income-focused investors
  • ↓Weak growth momentum and negative revisions raise near-term outlook concerns
  • ↓Regulatory changes and trade headwinds introduce operational uncertainty

Investment themes with PAHC

Pharmaceuticals↓ -0.48%

Drug development driving global healthcare solutions

JNJ · LLY · RPRX

Earnings Call · Q4 2025 · Mgmt. Guidance

Updated 08-27-2026bullish

Transcript signals

Bull points

  • consolidated net sales for the quarter ended June 30, 2025, worth $378.7 million, reflecting an increase of $105.5 million, or a 39% increase over the same quarter one year ago.
  • The animal health segment grew 53%, while mineral nutrition grew at 3%, and performance product segment grew by 13%.
  • the fourth quarter adjusted EBITDA increased 49% versus the prior year. Adjusted net income and adjusted diluted EPS both increased 39%.
Read full transcript analysis ›