Phibro Animal Health Corporation (PAHC) Earnings Call Transcripts
Phibro Animal Health Corporation's Latest Earnings Call - May 13, 2026
Phibro Animal Health Corporation reported strong fiscal Q3 2026 results, with a 10% revenue growth and an 11% increase in EBITDA. The quarter marked the first full overlap with the Zoetis MFA business, contributing significantly to the growth. Management raised the lower end of their guidance range, indicating confidence in future performance. The company also announced a new sustainability program, which could be a significant future growth driver.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $10% growth (beat) |
| EBITDA | 11% growth (beat) |
| MFA Segment Growth | 25% (positive) |
| Vaccine Portfolio Growth | 16% (positive) |
| Nutritional Specialty Growth | 8% (positive) |
Guidance from management
Phibro raised the lower end of its guidance range, signaling confidence in continued growth despite regulatory challenges in Brazil.
What management said
So I think we continue to see our North America unit performed particularly well. And Larry can talk a little bit about particularly with the new MFA portfolio. We built a cattle field force there and the team has been executing extremely well. But we've seen growth in the quarter across all geographies as well. But Larry, I don't know if you want to comment further?
No, I think we did see growth. Specie, we're nicely diversified, particularly after the acquisition now. by specie, we're much more balanced in by geographic area, also stronger and more balanced and we did see growth in all major regions.
What analysts pressed on
Analysts expressed concerns about the impact of Brazil's regulatory changes on virginiamycin sales and the potential short-term revenue impact. There were also questions about the sustainability program's adoption and economic implications.
Main topics on the call
- Revenue Growth — Phibro reported a 10% revenue growth for fiscal Q3 2026, driven by a 25% increase in the MFA segment and strong performance in vaccines and nutritional specialties.
- Guidance Update — Management raised the lower half of their guidance, reflecting confidence in ongoing business strength.
- Brazil Regulatory Changes — Brazil removed growth promotion claims for certain antibiotics, impacting Phibro's virginiamycin sales. Management expects a short-term negative impact but aims to recover in the long term.
- Sustainability Program Launch — Phibro launched a sustainability program targeting carbon emission reductions in the protein market, which management sees as a significant opportunity.
Read the full Phibro Animal Health Corporation transcript (May 13, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Phibro Animal Health Corporation
Phibro Animal Health Corporation (PAHC) is a publicly listed company in the Pharmaceuticals industry, within the Health Care sector. It trades on NasdaqGM and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 49 calls on record spanning February 4, 2020 to August 27, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 49 Phibro Animal Health Corporation earnings call transcripts on record, spanning February 4, 2020 to August 27, 2026. Based on this history, Phibro Animal Health Corporation reports quarterly. The most recent call on file is dated August 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- PAHC
- Exchange
- NasdaqGM
- Country
- US
- Sector
- Health Care
- Industry
- Pharmaceuticals
- Calls on record
- 49
- First call
- February 4, 2020
- Most recent
- August 27, 2026
- Reporting cadence
- quarterly