PAHC Earnings Prediction
The chart below shows how PAHC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PAHC sees a -4.59% change in stock price 10 days leading up to the earnings, and a -3.01% change 10 days following the report. On the earnings day itself, the stock moves by -0.15%. This data can give you a slight idea of what to expect for the next quarter's release.
PAHC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
309.26M
23.73%
18.75%
Gross Margin
33.47%
5.98%
4.40%
Operating Margin
11.78%
43.83%
42.79%
Net Margin
1.03%
101.96%
-61.57%
EPS
0.08
166.67%
-52.94%
No Data Available
PAHC Earnings Analysis
Phibro Animal Health Corp Corporation (PAHC.O) Earnings Conference Call
Positive
Q2 Sales Growth: Total sales for Q2 2025 reached $309.3 million, reflecting a $59.3 million increase or 24% growth compared to the same quarter last year.
EBITDA Surge Amid Sales Decline: Adjusted EBITDA surged 64% year-over-year, increasing by $18.7 million, demonstrating strong profitability despite a decline in total sales.
Animal Health Sales Surge: The animal health segment achieved net sales of $229.4 million, a 33% increase, with MFA and other product sales rising 47% due to strong demand.
Income and EPS Growth: Adjusted net income and adjusted diluted EPS both significantly increased, reflecting the successful integration of the Zoetis MFA portfolio and improved gross margins.
Fiscal Year 2025 Guidance: The updated fiscal year 2025 guidance projects total net sales of $1.25 billion to $1.3 billion, representing a growth range of 23% to 28%, and total adjusted EBITDA growth of 55% to 62%.
Negative
Sales Decline Analysis: Total sales declined 24% compared to the same quarter last year, indicating a significant drop in revenue generation.
Rising Corporate Expenses: Corporate expenses increased by $3.4 million due to higher employee-related costs, negatively impacting overall profitability.
EBITDA Growth Challenges: Despite a 64% increase in adjusted EBITDA, the underlying business faced challenges with higher adjusted SG&A and interest expenses, which could hinder future growth.
Gross Leverage Ratio Concerns: The gross leverage ratio stood at 3.1 times, reflecting a concerning level of debt relative to trailing twelve-month adjusted EBITDA, which may limit financial flexibility.
Operational Challenges Ahead: The preliminary estimates for the Zoetis MFA contribution to fiscal year 2025 include potential destocking of inventory and incremental transition costs, suggesting operational challenges ahead.
PAHC FAQs
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PAHC Earning Call Sentiment
Phibro Animal Health Corporation (NASDAQ:PAHC) Q2 2025 Earnings Call Transcript
PAHC.O
1.42%Positive
The earnings call highlighted strong financial performance, with significant growth in net sales and adjusted EBITDA, driven by the Zoetis acquisition. The guidance for FY 2025 is optimistic, with substantial improvements in net income and EPS. Despite some risks like emerging diseases and geopolitical factors, the integration of the Zoetis portfolio is progressing well, and demand trends are positive. The lack of a share buyback program is a slight negative, but overall, the financial metrics and optimistic guidance suggest a positive stock price movement.
