Phibro Animal Health Corporation (PAHC) Soars 39% in Q4, Stock Up 80% YTD on Zoetis Acquisition Boost

Core Insights - Phibro Animal Health Corporation (NASDAQ:PAHC) has demonstrated strong growth in 2025, driven by expanded product lines and rising global demand [1] - The company reported a significant increase in net sales and net income, particularly in its Animal Health segment [2] Financial Performance - For fiscal Q4 2025, net sales surged 39% to $378.7 million, with a 53% increase in the Animal Health segment [2] - Overall, fiscal 2025 net sales rose 27% to $1.29 billion, with notable improvements in net income and adjusted EBITDA [2] - The company projects revenue of $1.43 to $1.48 billion and adjusted EBITDA of $225–$235 million for fiscal 2026 [4] Strategic Acquisitions - The acquisition of Zoetis' MFA portfolio has been central to Phibro's recent momentum, adding over 37 products and six manufacturing sites worldwide [3] - The successful integration of the Zoetis portfolio has contributed to a 77% increase in MFA sales, particularly benefiting from robust demand in Latin America [2][3] Market Performance - PAHC's stock has increased by more than 80% year-to-date in 2025, outperforming both peers and the broader market [4] - Investor confidence has been bolstered by strong financial results and raised earnings forecasts for fiscal 2025 and 2026 [4]