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Compared to Estimates, Phibro (PAHC) Q2 Earnings: A Look at Key Metrics

By Zacks Equity Research | February 04, 2026, 7:30 PM

For the quarter ended December 2025, Phibro Animal Health (PAHC) reported revenue of $373.9 million, up 20.9% over the same period last year. EPS came in at $0.87, compared to $0.54 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $357.04 million, representing a surprise of +4.72%. The company delivered an EPS surprise of +27.01%, with the consensus EPS estimate being $0.69.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Phibro performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales- Animal Health: $290 million versus $277.64 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +26.4% change.
  • Net Sales- Mineral Nutrition: $68.9 million compared to the $61.65 million average estimate based on three analysts. The reported number represents a change of +8.9% year over year.
  • Net Sales- Animal Health- Vaccines: $37.6 million compared to the $37.03 million average estimate based on three analysts. The reported number represents a change of +13.4% year over year.
  • Net Sales- Animal Health- MFAs and other: $202.1 million versus $192.94 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +34.4% change.
  • Net Sales- Animal Health- Nutritional specialties: $50.2 million versus $47.67 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.4% change.
  • Net Sales- Performance Products: $15 million versus the three-analyst average estimate of $17.75 million. The reported number represents a year-over-year change of -9.6%.
  • Adjusted EBITDA- Animal Health: $82.2 million versus $66.28 million estimated by two analysts on average.
  • Adjusted EBITDA- Corporate: $-21.3 million compared to the $-17.43 million average estimate based on two analysts.
  • Adjusted EBITDA- Performance Products: $0.8 million compared to the $2.18 million average estimate based on two analysts.
  • Adjusted EBITDA- Mineral Nutrition: $6.4 million versus the two-analyst average estimate of $5.58 million.

View all Key Company Metrics for Phibro here>>>

Shares of Phibro have returned +4.5% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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