Phibro(PAHC)
Search documents
Here's Why Phibro Animal Health (PAHC) is a Strong Momentum Stock
ZACKS· 2024-09-02 14:51
Zacks Premium and Style Scores - Zacks Premium offers daily updates of Zacks Rank and Zacks Industry Rank, full access to Zacks 1 Rank List, Equity Research reports, and Premium stock screens to help investors make informed decisions [1] - Zacks Style Scores rate stocks based on value, growth, and momentum characteristics, assigning ratings from A to F, with A being the best [2][3] - The Style Scores are divided into four categories: Value Score, Growth Score, Momentum Score, and VGM Score, which combines all three styles [3][4][5] - Zacks Rank, a proprietary stock-rating model, uses earnings estimate revisions to help investors build successful portfolios, with 1 (Strong Buy) stocks averaging a +25.41% annual return since 1988 [6][7] - Combining Zacks Rank 1 or 2 with Style Scores of A or B increases the likelihood of stock success [8][9] Phibro Animal Health (PAHC) - Phibro Animal Health Corporation is a global diversified animal health and mineral nutrition company, offering nearly 770 product lines in over 80 countries to approximately 4,000 customers [10] - PAHC holds a Zacks Rank of 2 (Buy) with a VGM Score of A and a Momentum Style Score of B, with shares up 18.4% over the past four weeks [11] - For fiscal 2025, two analysts revised their earnings estimates upwards in the last 60 days, increasing the Zacks Consensus Estimate by $0.04 to $1.46 per share, with an average earnings surprise of 4.1% [11] - PAHC is recommended for investors due to its strong Zacks Rank and top-tier Momentum and VGM Style Scores [12]
Phibro (PAHC) International Revenue Performance Explored
ZACKS· 2024-09-02 14:15
Core Insights - Phibro Animal Health's international operations are crucial for understanding its financial resilience and growth potential, especially given its extensive global presence [1][2][3] Financial Performance - For the quarter ending June 2024, Phibro reported total revenue of $273.16 million, marking a 7.1% year-over-year increase [4] - Latin America and Canada contributed $70.17 million, accounting for 25.7% of total revenue, with a surprising increase of 14.64% compared to expectations [5] - Europe, Middle East, and Africa generated $32.41 million, representing 11.9% of total revenue, but fell short of expectations by 5.12% [6] - Asia Pacific contributed $16.91 million, making up 6.2% of total revenue, also missing the consensus estimate by 11.08% [7] Future Revenue Expectations - Analysts anticipate total revenue of $292.95 million for the current fiscal quarter, reflecting a 26.7% increase year-over-year, with expected contributions from various regions [8] - For the full year, total revenue is projected at $1.44 billion, indicating a 41.6% increase from the previous year, with specific revenue expectations from different regions [9] Strategic Considerations - The reliance on international markets presents both opportunities and challenges for Phibro, necessitating close monitoring of revenue trends to project future performance accurately [10][11]
Phibro(PAHC) - 2024 Q4 - Earnings Call Presentation
2024-08-29 21:25
Financial Performance - Q4 FY24 (Year-on-Year) - Consolidated net sales increased by 7% to $273.2 million[10] - Consolidated net income decreased significantly by 93% to $0.8 million[10] - Consolidated adjusted EBITDA increased by 3% to $33.4 million[10] - Animal Health sales increased by 8% to $191.5 million, with MFAs & other up 12%, vaccines up 14%, but nutritional specialties down 4%[15] Financial Performance - Full Year FY24 (Year-on-Year) - Consolidated net sales increased by 4% to $1,017.7 million[12] - Consolidated net income decreased significantly by 93% to $2.4 million[12] - Consolidated adjusted EBITDA decreased by 1% to $111.2 million[12] - Animal Health sales increased by 7% to $706.5 million, with vaccines up 21%, MFAs & other up 9%, but nutritional specialties down 5%[18] Acquisition and Guidance - The company is acquiring Zoetis' MFA and certain water-soluble products business for $350 million[7] - The company expects net sales of $1.040 billion to $1.090 billion and adjusted EBITDA of $118 million to $126 million for FY2025[7] Capitalization - Free cash flow was $46 million for the trailing twelve months[26] - Gross leverage ratio is 4.4x, with $489 million total debt / $111 million TTM adjusted EBITDA[26]
Here's Why Phibro Animal Health (PAHC) is a Strong Value Stock
ZACKS· 2024-08-29 14:41
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both. Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor. Zacks Premium also includes the Zacks Style Scores. What ar ...
Phibro Q4 Earnings and Revenues Beat, Operating Margin Down
ZACKS· 2024-08-29 13:46
Phibro Animal Health (PAHC) delivered adjusted earnings per share (EPS) of 41 cents in the fourth quarter of fiscal 2024, up 7.9% from the year-ago quarter's level. The bottom line beat the Zacks Consensus Estimate by 20.6%. Without adjustments, the GAAP EPS in the quarter was 2 cents, down 92.9% from the year-ago quarter's figure. PAHC reported full-year adjusted EPS of $1.19, reflecting a 1.7% decline from fiscal 2023. The figure beat the Zacks Consensus Estimate by 6.25%. PAHC's Net Sales In the quarter ...
Here's What Key Metrics Tell Us About Phibro (PAHC) Q4 Earnings
ZACKS· 2024-08-29 00:00
Core Insights - Phibro Animal Health (PAHC) reported a revenue of $273.16 million for the quarter ended June 2024, marking a year-over-year increase of 7.1% and exceeding the Zacks Consensus Estimate by 4.09% [1] - The earnings per share (EPS) for the same period was $0.41, up from $0.38 a year ago, representing a surprise of 20.59% over the consensus estimate of $0.34 [1] Revenue Performance by Region - **Latin America and Canada**: Reported net sales of $70.17 million, exceeding the estimated $61.21 million, reflecting a year-over-year increase of 17.1% [3] - **Europe, Middle East and Africa**: Reported net sales of $32.41 million, slightly below the estimated $34.16 million, with a year-over-year change of 0.3% [4] - **United States**: Reported net sales of $153.68 million, surpassing the estimated $148.06 million, with a year-over-year increase of 5.9% [5] - **Asia Pacific**: Reported net sales of $16.91 million, below the estimated $19.02 million, representing a year-over-year decline of 5% [6] Segment Performance - **Animal Health**: Net sales reached $191.50 million, exceeding the estimated $182.82 million, with a year-over-year increase of 8.3% [7] - **Mineral Nutrition**: Reported net sales of $62.10 million, surpassing the estimated $60.62 million, reflecting a year-over-year increase of 6.3% [8] - **Animal Health - Vaccines**: Net sales of $32 million, exceeding the estimated $29.54 million, with a year-over-year increase of 14.3% [9] - **Animal Health - MFAs and other**: Reported net sales of $116.70 million, surpassing the estimated $107.92 million, reflecting a year-over-year increase of 12% [9] - **Animal Health - Nutritional specialties**: Reported net sales of $42.80 million, below the estimated $45.36 million, representing a year-over-year decline of 4% [10] - **Performance Products**: Reported net sales of $19.60 million, slightly above the estimated $19.01 million, with a year-over-year decline of 1.5% [11] Financial Metrics - **Adjusted EBITDA - Animal Health**: Reported at $41.30 million, exceeding the estimated $39.73 million [12] - **Adjusted EBITDA - Corporate**: Reported at -$16.30 million, worse than the estimated -$15.22 million [13] Stock Performance - Phibro's shares have returned +14.6% over the past month, outperforming the Zacks S&P 500 composite's +3.2% change, with a current Zacks Rank of 2 (Buy) indicating potential for further outperformance [13]
Phibro Animal Health (PAHC) Beats Q4 Earnings and Revenue Estimates
ZACKS· 2024-08-28 23:20
Phibro Animal Health (PAHC) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 20.59%. A quarter ago, it was expected that this maker of animal health products and nutritional supplements would post earnings of $0.29 per share when it actually produced earnings of $0.31, delivering a su ...
Phibro (PAHC) Stock Jumps 10.2%: Will It Continue to Soar?
ZACKS· 2024-08-26 10:31
Phibro Animal Health (PAHC) shares soared 10.2% in the last trading session to close at $20.94. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 1% gain over the past four weeks. Phibro scored a strong price increase, on investors' optimism driven by its impending fiscal fourth-quarter 2024 financial results, which is slated to be released on Aug 28 post the closing bell. The Zacks Consensus Estimate for the fourth quarter revenue ...
Countdown to Phibro (PAHC) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2024-08-23 14:21
The upcoming report from Phibro Animal Health (PAHC) is expected to reveal quarterly earnings of $0.34 per share, indicating a decline of 10.5% compared to the year-ago period. Analysts forecast revenues of $262.44 million, representing an increase of 2.9% year over year. Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. Prior to a comp ...
Phibro Animal Health (PAHC) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
ZACKS· 2024-08-21 15:06
Phibro Animal Health (PAHC) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on August 28, 2024, might help the stock move higher if these key numbers are better ...