Q2 2026 Phibro Animal Health Corp Earnings Call Transcript

Feb 5, 2026 / 02:00 PM GMT

Release Date Price: $50 (+21.95%)

Transcript 8-K10-Q

Key Points

Positve

Phibro Animal Health Corp (PAHC) reported a 26% growth in animal health sales and a 41% increase in animal health adjusted EBITDA, indicating strong performance and successful strategy execution.
The company experienced a 21% increase in consolidated sales for the second quarter, with significant contributions from the new MFA business.
Phibro Animal Health Corp (PAHC) raised its full-year sales and earnings guidance, reflecting confidence in continued strong performance.
The company reported a 60% increase in adjusted net income and a 58% increase in adjusted diluted EPS, driven by sales growth and improved gross margins.
Phibro Animal Health Corp (PAHC) is seeing strong demand and positive feedback from customers, particularly in the poultry and broader protein markets, indicating robust market conditions.

Negative

The performance products segment experienced a 10% decline in net sales, indicating challenges in this area.
Higher SG&A expenses due to increased employee-related costs partially offset the improved gross profit.
The legacy MFA business saw a 5% decrease in net sales due to the timing of inventory purchases from a large customer, highlighting potential volatility in customer demand.
Cash generation was negatively impacted by a buildup of inventory in advance of tariffs and to meet increasing customer demand.
The company faces challenges in maintaining growth rates as it moves into the second half of the year, with expectations of slower growth due to full comparative quarters for the legacy and acquired portfolios.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PAHC.OQ - Phibro Animal Health Corp
Q2 2026 Phibro Animal Health Corp Earnings Call
Feb 05, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and thank you for standing by. My name is Regina and I will be your conference operator today. At this time, I would like to welcome everyone to the Fibro Animal Health Corporation's second quarter 2026 conference call. All lines have been placed on mute to prevent any background noise after the speaker's remark. There will be a question-and-answer session. If you would like to ask a question during this time, simply press star, then the number one on your telephone keypad to withdraw your question, press 1 again. I'd now like to turn the conference over to Glenn David, Chief Financial Officer. Please go ahead.

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Unidentified_2

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