종목/PAHC
Phibro Animal Health Corporation
Net sales of $1.46 billion to $1.50 billion; Adjusted EBITDA of $247 million to $255 million; Net income of $92 million to $100 million; Diluted EPS of $2.25 to $2.44; Adjusted net income of $122 million to $127 million; Adjusted diluted EPS of $2.98 to $3.10; Adjusted effective tax rate of ~25%.
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Phibro Animal Health Corporation operates as an animal health and mineral nutrition company in the United States, Latin America and Canada, Europe, the Middle East, Africa, and the Asia Pacific. It operates through three segments: Animal Health, Mineral Nutrition, and Performance Products. The company develops, manufactures, and markets various products for food and companion animals including poultry, swine, beef and dairy cattle, aquaculture, and dogs. It also offers animal health products, such as antibacterials, anticoccidials, nutritional specialty, and vaccines and vaccine adjuvants for animal's health and performance, food safety, and animal welfare; and engages in developing, manufacturing, and marketing of microbial and bioproducts for various applications serving animal health and nutrition, environmental, industrial, and agricultural customers. In addition, the company develops, manufactures, and markets conventionally licensed and autogenous vaccine products, as well as adjuvants for animal vaccine manufacturers. Further, it provides formulations and concentrations of trace minerals, such as zinc, copper, manganese, iron, and other compounds to fortify the daily feed requirements of their livestock's diets and maintain optimal balance of trace elements in animals. Additionally, the company offers specialty ingredients for use in personal care, industrial chemical, and chemical catalyst industries. It sells its animal health and mineral nutrition products through local sales offices to integrated poultry, swine, and cattle producers, as well as through commercial animal feed manufacturers, wholesalers, and distributors. The company was formerly known as Philipp Brothers Chemicals, Inc. and changed its name to Phibro Animal Health Corporation in July 2003. Phibro Animal Health Corporation was incorporated in 1946 and is headquartered in Teaneck, New Jersey.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 6일 (수) | 2026 Q3 | $0.73 | $0.76 | +4.5% | $384M | — |
| 5월 5일 (화) | 2026 Q3 | $0.73 | — | — | — |
| UNH | 유나이티드헬스 | 345B | +8.9% | 75% (3/4) |
| MRK | 머크 | 275B | +16.0% | 100% (4/4) |
분기 실적은 컨센서스 대비 일반적으로 'beat'로 받아들여질 가능성이 크며(매출·조정 EBITDA 및 EPS 모두 두 자릿수 성장), Animal Health 중심의 구조적 성장 스토리를 재확인. 다만 환율 변동, 브라질 규제 이슈 및 이자비용 상승(스왑 만료) 등 단기 리스크는 주의 요인.
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