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Bears are Losing Control Over Phibro (PAHC), Here's Why It's a 'Buy' Now
ZACKS· 2025-02-26 16:01
A downtrend has been apparent in Phibro Animal Health (PAHC) lately. While the stock has lost 14.4% over the past week, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that the bulls have been able to counteract the bears to help the stock find support.The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case ...
Phibro Animal Health (PAHC) Is Up 8.62% in One Week: What You Should Know
ZACKS· 2025-02-11 18:01
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...
Is Phibro (PAHC) a Solid Growth Stock? 3 Reasons to Think "Yes"
ZACKS· 2025-02-10 18:46
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the task of finding cutting-edge growth stocks i ...
PAHC vs. GEHC: Which Stock Is the Better Value Option?
ZACKS· 2025-02-10 17:46
Investors interested in Medical - Products stocks are likely familiar with Phibro Animal Health (PAHC) and GE HealthCare Technologies (GEHC) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores w ...
Phibro (PAHC) Reliance on International Sales: What Investors Need to Know
ZACKS· 2025-02-10 15:21
Have you assessed how the international operations of Phibro Animal Health (PAHC) performed in the quarter ended December 2024? For this maker of animal health products and nutritional supplements, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financi ...
PAHC Stock Falls Despite Q2 Earnings & Revenue Beat, Margins Increase
ZACKS· 2025-02-07 12:51
Phibro Animal Health (PAHC) delivered adjusted earnings per share (EPS) of 54 cents in the second quarter of fiscal 2025 compared with 33 cents in the year-ago quarter. The bottom line beat the Zacks Consensus Estimate by 28.5%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Without adjustments, the GAAP EPS in the quarter was 8 cents compared with 3 cents in the prior-year period.Net sales in the quarter totaled $309.3 million, up 23.8% from the year-ago quarter’s level. The figure a ...
Phibro(PAHC) - 2025 Q2 - Earnings Call Transcript
2025-02-06 18:26
Financial Performance and Key Metrics - Consolidated net sales for Q2 2025 were $309.3 million, reflecting a 24% increase year-over-year [14] - Adjusted EBITDA surged 64% to $48.7 million, driven by strong demand and the integration of the Zoetis MFA portfolio [15][10] - GAAP net income and diluted EPS increased significantly due to improved gross margins and lower input costs, despite higher SG&A expenses [15] Business Segment Performance - The animal health segment reported net sales of $229.4 million, a 33% increase year-over-year, with MFA and other product sales rising 47% [16][10] - Nutritional specialty products net sales increased by 11%, while vaccine sales grew by 12% [19][11] - Mineral Nutrition segment net sales were $63.3 million, reflecting a 3% increase, and performance products segment net sales grew by 7% [21][22] Market Data and Key Metrics - The broader protein industry remains strong, with expectations for continued growth despite challenges such as avian influenza and geopolitical factors [13] - The company reported a net leverage ratio of 2.9 times, based on $693 million of net debt [25] Company Strategy and Industry Competition - The company is focused on the Phibro Forward initiative to drive operational excellence and identify growth opportunities [9][12] - The integration of the Zoetis MFA portfolio is progressing smoothly, with a focus on customer support and onboarding new colleagues [55] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating headwinds and capitalizing on opportunities, with a positive outlook for the remainder of fiscal 2025 [13][12] - The company updated its fiscal year 2025 guidance, projecting total net sales of $1.25 billion to $1.3 billion, representing a growth range of 23% to 28% [29] Other Important Information - The company generated $15 million of positive free cash flow for the twelve months ended December 31, 2024 [23] - The company paid a quarterly dividend of twelve cents per share, totaling $4.9 million [25] Q&A Session Summary Question: Guidance update and EPS increase drivers - The increase in EPS guidance is primarily driven by the addition of Zoetis, with continued strong performance in the legacy business contributing as well [35][36] Question: Animal health performance trends - The company noted strong performance across all protein categories, with customers focused on maintaining animal health for better market performance [37][38] Question: MFA acquisition revenue guidance and surprises - The revenue guidance aligns with expectations, and higher profitability was noted due to improved performance and timing of hiring [40][44] Question: Integration of Zoetis MFA portfolio - Integration is progressing smoothly, with positive feedback from customers and no plans for headcount reductions related to the acquisition [55][57] Question: Tariff implications and demand trends - The impact of tariffs is expected to be minimal, and demand trends across key species groups remain positive, with most markets showing strong performance [61][64]
Phibro(PAHC) - 2025 Q2 - Earnings Call Presentation
2025-02-06 16:44
Phibro Animal Health Corporation Financial Results Fiscal Year 2025 Second Quarter Ended December 31, 2024 February 6, 2025 Webcast and Conference Call Webcast and Conference Call February 6, 2025 U.S. toll-free +1.888.330.2022 Cautionary Statement Regarding Forward-Looking Statements This communication contains forward-looking statements that are subject to risks and uncertainties, including with respect to any future debt and leverage levels. All statements other than statements of historical or current f ...
Compared to Estimates, Phibro (PAHC) Q2 Earnings: A Look at Key Metrics
ZACKS· 2025-02-06 00:36
For the quarter ended December 2024, Phibro Animal Health (PAHC) reported revenue of $309.3 million, up 23.8% over the same period last year. EPS came in at $0.54, compared to $0.33 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $298.7 million, representing a surprise of +3.55%. The company delivered an EPS surprise of +28.57%, with the consensus EPS estimate being $0.42.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...
Phibro Animal Health (PAHC) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-02-06 00:06
Phibro Animal Health (PAHC) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.33 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 28.57%. A quarter ago, it was expected that this maker of animal health products and nutritional supplements would post earnings of $0.23 per share when it actually produced earnings of $0.35, delivering a sur ...