Phibro Animal Health posts Q1 earnings beat and maintains FY2027 guidance

Phibro Animal Health Corp. reported first‑quarter net income of $29.5 million and adjusted earnings of $0.79 per share, beating analyst expectations. Revenue came in at $386.8 million, above consensus estimates. The company kept its fiscal 2027 outlook, forecasting net sales of $1.55 billion‑$1.60 billion and adjusted EPS of $3.41‑$3.59. Segment sales grew, with mineral nutrition up 17% to $73.6 million and performance products up 16% to $20.2 million, while adjusted EBITDA fell $1 million due to higher SG&A expenses.

The earnings beat and reaffirmed FY2027 guidance suggest continued revenue growth and may support the current share price, while the lower adjusted EBITDA signals near‑term cost pressure. Investors should note the upside potential if Brazilian regulatory approval for virginiamycin is obtained, as the company excluded those sales from its forecast.

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