Phibro (PAHC) Reports Q1 Earnings: What Key Metrics Have to Say

Core Insights - Phibro Animal Health (PAHC) reported a revenue of $363.9 million for the quarter ended September 2025, marking a year-over-year increase of 39.8% and an EPS of $0.73 compared to $0.35 a year ago, exceeding Zacks Consensus Estimate of $354.68 million by 2.6% [1] Revenue Performance - Net Sales by Region: - United States: $202.35 million, exceeding the average estimate of $172.57 million, a year-over-year increase of 41% [3] - Asia Pacific: $29.38 million, surpassing the average estimate of $18.44 million, a year-over-year increase of 101.1% [3] - Europe, Middle East and Africa: $44.94 million, above the average estimate of $37.31 million, a year-over-year increase of 44.4% [3] - Latin America and Canada: $87.23 million, below the average estimate of $130.56 million, a year-over-year increase of 22.6% [3] - Net Sales by Segment: - Animal Health: $283.5 million, exceeding the average estimate of $277.16 million, a year-over-year increase of 55.3% [3] - Mineral Nutrition: $63 million, above the average estimate of $58.29 million, a year-over-year increase of 6.7% [3] - Animal Health - Vaccines: $40.1 million, surpassing the average estimate of $37.23 million, a year-over-year increase of 25.2% [3] - Animal Health - MFAs and other: $195.2 million, slightly above the average estimate of $194.62 million, a year-over-year increase of 81% [3] - Animal Health - Nutritional specialties: $48.2 million, exceeding the average estimate of $45.31 million, a year-over-year increase of 13% [3] - Performance Products: $17.4 million, below the average estimate of $19.23 million, a year-over-year decrease of 7.7% [3] Profitability Metrics - Adjusted EBITDA for Animal Health: $74.9 million, exceeding the average estimate of $66.19 million [3] - Adjusted EBITDA for Corporate: $-19.1 million, worse than the average estimate of $-17.6 million [3]