NASDAQ$PAHC

Phibro Animal Health Corporation · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

Phibro Animal Health reported fiscal Q3 2026 net sales of $383.5M and net income of $24.0M, or $0.59 diluted EPS.

For the three months ended March 31, 2026 (fiscal Q3), Phibro posted net sales of $383.5 million, up from $347.8 million a year ago, led by Animal Health growth including the MFA acquisition. Net income was $24.0 million, or $0.59 per diluted share, versus $20.9 million and $0.51 in the prior-year quarter.

  • Net sales $383.5M (+10% YoY).
  • Animal Health segment $291.2M; Mineral Nutrition $73.4M.
  • Net income $24.0M; diluted EPS $0.59.
  • Gross profit benefited from MFA portfolio contribution.

Headline financials

Total Revenue

$384M

Previous: $348M+10.3%
EPS (adj)

$0.59

Previous: $0.51+15.7%
Net Income

$24M

Previous: $20.9M+15.1%
Operating Income

$44.7M

Previous: $33.5M+33.2%
Gross Profit

$126M

Previous: $105M+20.2%

Revenue & EPS history

Phibro · Revenue · Quarterly

$384M

Q3 2026+10.3%vs Q3 2025
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

Phibro · $231M total across 3 segments · Q1 2024

  • Animal Health
    $161M+3.6%
  • Mineral Nutrition
    $56M-6.0%
  • Performance Products
    $14.8M-17.8%

Forward guidance

Demand for animal health products and integration of acquired portfolios drive outlook; FX can move reported results.

Tailwinds

  • Double-digit sales growth.
  • Earnings and EPS up year over year.

Headwinds

  • Foreign exchange losses versus gains prior year.
  • Higher SG&A from acquisition integration.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

-0.1%

Avg return

Earnings day

+1.0%

Avg return

5 days after

-1.4%

Avg return

30 days after

56%

29 / 52 earnings

Positive

+22.0%

Q2 2026

Best reaction

-31.5%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-26.1%-37.5%-44.6%
Q2 2026+22.0%+26.2%+16.9%
Q1 2026+4.7%+10.2%-4.8%
Q3 2025+14.7%+26.9%+24.2%
Q2 2025+9.9%+16.8%+5.7%
Q1 2025+2.8%+11.8%+1.6%
Q4 2024+1.9%-0.3%+4.8%
Q3 2024+5.5%+8.0%+2.3%
Q2 2024+5.9%+12.5%+19.1%
Q1 2024-18.9%-19.3%-8.4%
Q4 2023-5.8%-2.0%-13.8%
Q3 2023-8.4%-8.0%-12.0%
Q2 2023-0.9%-1.3%-4.7%
Q1 2023-5.5%-8.0%-14.2%
Q4 2022-4.8%-7.4%-24.4%
Q3 2022-4.0%-2.9%-0.5%
Q2 2022+5.7%+13.7%+6.0%
Q1 2022-0.8%-0.3%-10.1%
Q4 2021-5.0%-1.0%-10.2%
Q3 2021+8.1%+3.9%+14.7%
Q2 2021+7.3%+7.9%+7.5%
Q1 2021+4.5%+8.1%+10.0%
Q4 2020+0.9%+4.6%-13.0%
Q3 2020-4.6%-4.8%+15.7%
Q2 2020+16.9%+14.0%+12.5%
Q1 2020-8.1%-4.8%-0.0%
Q4 2019-31.5%-35.0%-32.5%
Q3 2019-19.7%-17.2%-17.0%
Q2 2019-6.4%-10.4%-11.8%
Q1 2019-8.7%-12.5%-22.1%
Q4 2018-3.0%-7.0%-15.3%
Q3 2018+4.2%+3.2%+9.7%
Q2 2018+6.8%+4.4%+16.0%
Q1 2018-4.9%-8.2%-12.9%
Q4 2017-5.1%-2.4%-0.9%
Q3 2017+6.0%+10.9%+18.4%
Q2 2017+7.0%+12.1%+0.2%
Q1 2017+11.3%+8.9%+3.4%
Q4 2016+15.4%+24.9%+28.9%
Q3 2016-10.3%
Q2 2016-18.2%
Q1 2016-3.4%
Q4 2015-5.3%
Q3 2015+7.9%
Q2 2015+6.5%
Q1 2014+5.5%
Q1 2015+7.4%
Q2 2014+0.3%
Q4 2014+12.6%
Q4 2013+1.0%
Q3 2013+1.0%
Q3 2014+1.0%
Q2 2013
Q1 2013

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