NASDAQ$PAHC

Phibro Animal Health Corporation · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Phibro's financial performance showed strength in Q4 2024, with revenue growth across segments and strategic initiatives underway.

Phibro Animal Health Corporation reported a 7% increase in net sales for the fourth quarter ended June 30, 2024, reaching $273.2 million. Net income decreased to $0.8 million, with diluted earnings per share at $0.02. Adjusted EBITDA increased by 3% to $33.4 million, and adjusted diluted EPS increased by 10% to $0.41. The company provided financial guidance for fiscal year 2025, projecting net sales between $1.040 billion and $1.090 billion and adjusted EBITDA between $118 million and $126 million.

  • Net sales increased by 7% to $273.2 million, driven by growth in Animal Health and Mineral Nutrition segments.
  • Net income decreased to $0.8 million, with diluted earnings per share at $0.02.
  • Adjusted EBITDA increased by 3% to $33.4 million, reflecting improved performance in Animal Health, Mineral Nutrition, and Performance Products.
  • The company is focused on Phibro Forward initiative to boost revenue growth and cost savings, with anticipated benefits in fiscal year 2025.

Headline financials

Total Revenue

$273M

Previous: $255M+7.1%
EPS (adj)

$0.41

Previous: $0.38+7.9%
Capital Expenditures

-$13.1M

No prior period
Free Cash Flow

$15.4M

No prior period
Net Income

$800K

Previous: $11.5M-93.0%
Operating Income

$18.4M

Previous: $23.8M-22.7%
Gross Profit

$87.2M

Previous: $76.7M+13.7%
Stock-Based Comp

$179K

No prior period

Revenue & EPS history

Phibro · Revenue · Quarterly

$273M

Q4 2024+7.1%vs Q4 2023
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

Phibro provided financial guidance for the year ending June 30, 2025, expecting net sales of $1.040 billion to $1.090 billion and adjusted EBITDA of $118 million to $126 million.

Tailwinds

  • Continued growth in Animal Health business
  • Recovery in Mineral Nutrition
  • Recovery in Performance Products
  • Net income of $32 million to $38 million
  • Adjusted net income of $50 million to $56 million

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 Q4 2024

Historical avgQ4 2024

-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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