Phibro(PAHC)

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PAHC vs. ABT: Which Stock Is the Better Value Option?
ZACKS· 2024-09-18 16:40
Investors interested in stocks from the Medical - Products sector have probably already heard of Phibro Animal Health (PAHC) and Abbott (ABT) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. 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 ...
Is Phibro Stock Worth Retaining in Your Portfolio Now?
ZACKS· 2024-09-17 17:25
Phibro Animal Health Corporation's (PAHC) sustained growth in the Animal Health business is backed by robust sales of vaccines and Medicated Feed Additives ("MFAs"). The company's focus on advancing vaccine technologies, along with the new vaccine production unit, instills optimism. Strong sales growth outside the United States seems encouraging. Yet, adverse macroeconomic impacts are a concern for Phibro's operations. In the past year, this Zacks Rank #2 (Buy) stock has rallied 71.5% compared with the indu ...
PAHC Stock Gains From Innovation, Market Expansion Goal
ZACKS· 2024-09-13 16:06
Core Viewpoint - Phibro Animal Health (PAHC) has a diversified product portfolio and strong presence in key growth areas, leading to a positive outlook for the stock, currently rated Zacks Rank 2 (Buy) [1] Factors Driving PAHC's Growth - Key products such as Medicated Feed Additives (MFAs) and nutritional specialty products enhance animal nutrition, with leading products like Stafac/V-Max/Eskalin approved in over 30 countries for poultry and swine [2] - Nutritional products like OmniGen-AF and Animate are increasingly utilized in the global dairy industry, while the company also manufactures vaccines for viral and bacterial diseases [2] - Phibro is focused on expanding its companion animal business and pipeline, which are significant growth areas for the company in the short and medium term [2] Recent Developments - In the fiscal fourth quarter, Phibro entered a purchase and sale agreement with Zoetis to acquire its MFA product portfolio and related assets, expected to complete in the initial phase of fiscal 2025 [3] Global Presence and Revenue Contribution - Phibro operates in over 80 countries, with a significant presence in high-growth regions such as Brazil, China, India, and Southeast Asia, allowing it to capitalize on global growth opportunities [4] - By the end of fiscal 2024, operations outside the U.S. contributed approximately 42.5% of total revenues, with forecasts indicating a 10% sales improvement in Latin America and Canada for fiscal 2026 [5] Stock Performance - The stock has increased by 63.4% over the past year, outperforming the industry average rise of 18.4%, driven by strategic expansion through innovation and acquisitions [6] Challenges Faced - The Mineral Nutrition business has encountered challenges due to adverse commodity price movements, resulting in flat growth year over year for fiscal 2024 [7] - Performance Products sales decreased by 10% year over year in fiscal 2024 due to reduced demand for personal care product ingredients and industrial chemicals, with projected declines of 4.9% and 6% in Nutritional Specialty and Performance Products for fiscal 2025, respectively [7]
Are You Looking for a Top Momentum Pick? Why Phibro Animal Health (PAHC) is a Great Choice
ZACKS· 2024-09-06 17:00
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With 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 that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Even though momentum is a popular stock cha ...
PAHC vs. ABT: Which Stock Should Value Investors Buy Now?
ZACKS· 2024-09-02 16:47
Investors interested in Medical - Products stocks are likely familiar with Phibro Animal Health (PAHC) and Abbott (ABT) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate r ...
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 ...