Phibro Animal Health (PAHC) earnings
Phibro Animal Health earnings: last reported Thu, 27 Aug 2026, for the quarter ended Jun 2026.
Phibro Animal Health earnings callsPhibro Animal Health earnings calls (PAHC)
Phibro Animal Health Corporation Q4 FY26 — Record Sales and Strong EBITDA Growth
What went well
- Achieved record net sales of more than $1.5 billion for fiscal year 2026.
- Adjusted EBITDA increased 39% to $255 million for fiscal year 2026.
- Fourth quarter sales grew 5% and adjusted EBITDA grew 29%.
What to watch
- New MFA portfolio sales decreased 11% in Q4 due to a difficult prior-year comparison.
- Regulatory uncertainty for Virginia Myosin in Brazil, with only minimal contribution assumed in FY27 guidance (FY26 sales of $27 million in Brazil).
Performance −8.7% 1Y
1Y: $39.15 on 29 Sept 2025 → $35.74. High $59.58 (13 Apr 2026), low $28.52 (2 Jun 2026).
Quarterly results
Q2 FY26: revenue up 4.8%, net profit up 26.0% against the same quarter last year.
| Line item | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 260 | 309 | 348 | 379 | 364 +40% | 374 +21% | 384 +10% | 397 +5% |
| EBITDA | 18 | 26 | 34 | 34 | 51 +190% | 50 +97% | 45 +33% | 48 +43% |
| Net profit | 7 | 3 | 21 | 17 | 27 +280% | 27 +762% | 24 +15% | 22 +26% |
How to read this
US$ million, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Balance sheet
| Year ending | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|
| Reserves | $218.01M | $247.75M | $260.91M | $243.89M | $272.70M | $352.96M |
| Total liabilities | $602.80M | $669.26M | $688.89M | $725.54M | $1.08B | $1.12B |
| Fixed assets | $154.71M | $165.49M | $195.57M | $203.30M | $354.69M | $369.17M |
| Investments | $43.00M | $17.00M | $40.00M | $44.00M | $9.00M | $20.57M |
| Total assets | $841.33M | $931.70M | $971.40M | $982.18M | $1.36B | $1.50B |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
145 filings between Oct 17, 2025 and Aug 6, 2026.
Open market
decisions to buy or sellPurchases
$317.7K
1 purchase by 1 insider
Sales
$30.03M
117 sales by 1 insider
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 8
- Award — granted as compensation
- 1
- Option exercise — converted options into shares
Also filed: 11 conversions, 7 other filings.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| BENDHEIM JACK | — | $30.03M | May 7, 2026 |
| CORCORAN E THOMAS | $317.7K | — | May 29, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 6, 2026 | David Glenn Chief Financial Officer | Award | 3,482 | $0 |
| Aug 6, 2026 | Miller Larry Lee Chief Operating Officer | Award | 3,726 | $0 |
| Aug 6, 2026 | Rodriguez Patrick VP Finance and Treasurer | Award | 1,503 | $0 |
| Aug 6, 2026 | BENDHEIM JACK Executive Chairman | Award | 12,103 | $0 |
| Aug 6, 2026 | Bendheim Daniel M President and CEO | Award | 11,699 | $0 |
| Aug 6, 2026 | BENDHEIM Jonathan Director | Award | 2,716 | $0 |
| Aug 6, 2026 | Escudero Lisa Ann See Remarks | Award | 1,547 | $0 |
| Aug 6, 2026 | Weinstein Judith See Remarks | Award | 2,478 | $0 |
| Aug 4, 2026 | Bendheim Daniel M President and CEO | Other | 486 | $17.8K |
| Aug 4, 2026 | BENDHEIM JACK Executive Chairman | Other | 2,303 | $84.3K |
| Aug 4, 2026 | Escudero Lisa Ann See Remarks | Other | 265 | $9.7K |
| Aug 4, 2026 | Miller Larry Lee Chief Operating Officer | Other | 635 | $23.2K |
| Aug 4, 2026 | Weinstein Judith See Remarks | Other | 472 | $17.3K |
| Aug 4, 2026 | David Glenn Chief Financial Officer | Other | 840 | $30.7K |
| May 29, 2026 | CORCORAN E THOMAS Director | Purchase | 10,000 | $317.7K |
| May 7, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 2,029 | $99.8K |
| May 7, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 1,149 | $55.5K |
| May 7, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 1,350 | $64.2K |
| May 6, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 5,634 | $322.1K |
| May 6, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 1,406 | $81.7K |
| May 5, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 776 | $43.7K |
| May 5, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 6,264 | $349.1K |
| Apr 30, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 1,235 | $65.8K |
| Apr 30, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 5,805 | $305.6K |
| Apr 29, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 4,002 | $210.9K |
| Apr 29, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 3,038 | $161.6K |
| Apr 28, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 1,652 | $91.0K |
| Apr 28, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 797 | $45.2K |
| Apr 28, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 4,591 | $257.4K |
| Apr 23, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 6,619 | $357.9K |
| Apr 23, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 421 | $23.0K |
| Apr 22, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 7,040 | $382.2K |
| Apr 21, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 5,415 | $304.1K |
| Apr 21, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 1,625 | $89.9K |
| Apr 16, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 1,850 | $101.5K |
| Apr 16, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 5,190 | $283.1K |
| Apr 16, 2026 | BENDHEIM JACK President and CEO | Conversion 10b5-1 plan | 100,000 | $0 |
| Apr 15, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 799 | $46.4K |
| Apr 15, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 3,618 | $207.0K |
| Apr 15, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 2,623 | $147.6K |
| Apr 14, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 492 | $29.4K |
| Apr 14, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 6,548 | $386.6K |
| Mar 31, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 6,609 | $356.0K |
| Mar 31, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 431 | $23.4K |
| Mar 30, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 617 | $33.5K |
| Mar 30, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 6,423 | $343.9K |
| Mar 26, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 6,760 | $383.9K |
| Mar 26, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 280 | $16.0K |
| Mar 25, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 552 | $31.4K |
| Mar 25, 2026 | BENDHEIM JACK President and CEO | Sale 10b5-1 plan | 4,916 | $275.3K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.