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

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Phibro Animal Health (PAHC - Free Report) reported $386.8 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 6.3%. EPS of $0.79 for the same period compares to $0.73 a year ago.

The reported revenue represents a surprise of +2.05% over the Zacks Consensus Estimate of $379.02 million. With the consensus EPS estimate being $0.79, the company has not delivered EPS surprise.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Phibro performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales by Region- United States: $216.07 million compared to the $208.32 million average estimate based on two analysts. The reported number represents a change of +6.8% year over year.
  • Net Sales by Region- Asia Pacific: $32.5 million versus the two-analyst average estimate of $28.12 million. The reported number represents a year-over-year change of +10.6%.
  • Net Sales by Region- Europe, Middle East and Africa: $49.71 million compared to the $45.87 million average estimate based on two analysts. The reported number represents a change of +10.6% year over year.
  • Net Sales by Region- Latin America and Canada: $88.49 million compared to the $94.61 million average estimate based on two analysts. The reported number represents a change of +1.5% year over year.
  • Net Sales- Animal Health: $293 million compared to the $296.36 million average estimate based on three analysts. The reported number represents a change of +3.4% year over year.
  • Net Sales- Mineral Nutrition: $73.6 million versus the three-analyst average estimate of $65.43 million. The reported number represents a year-over-year change of +16.8%.
  • Net Sales- Animal Health- Vaccines: $39.5 million versus $42.97 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -1.5% change.
  • Net Sales- Animal Health- MFAs and other: $206.5 million versus $202.34 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5.8% change.
  • Net Sales- Animal Health- Nutritional specialties: $47.1 million versus $51.09 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.3% change.
  • Net Sales- Performance Products: $20.2 million versus the three-analyst average estimate of $17.22 million. The reported number represents a year-over-year change of +16.1%.
  • Adjusted EBITDA- Animal Health: $73.9 million versus the two-analyst average estimate of $76.8 million.
  • Adjusted EBITDA- Corporate: $-18.6 million compared to the $-21.5 million average estimate based on two analysts.

View all Key Company Metrics for Phibro here>>>

Shares of Phibro have returned +2.8% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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