Here's What Key Metrics Tell Us About Phibro (PAHC) Q4 Earnings

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]