New York, Feb 6, 2026, 09:11 AM ET — Premarket
- PAHC barely moved in premarket trading following a 22% surge on Thursday.
- After reporting stronger quarterly sales and earnings, the company boosted its fiscal 2026 sales and profit forecasts.
- Investors are keeping an eye on whether pricing and the acquired medicated feed additives portfolio continue to drive margin gains.
Phibro Animal Health (PAHC.O) shares held steady in early premarket trading on Friday, following a sharp 21.95% rally to $50.00 the previous day. The stock also hit an intraday high of $50.05, marking a new 52-week peak.
The animal-health and nutrition firm boosted its fiscal 2026 forecast following a rise in second-quarter sales and profits, driven by stronger demand for medicated feed additives—products added to livestock feed to prevent or treat disease. CEO Jack Bendheim noted the company is experiencing a “faster than expected uptake” of its newly integrated MFA portfolio and said they “feel[s] confident raising” the full-year guidance.
Phibro reported a 21% jump in net sales to $373.9 million for the quarter ending Dec. 31, 2025. Adjusted diluted EPS rose to $0.87. For fiscal 2026, the company projects net sales between $1.45 billion and $1.50 billion, with adjusted EBITDA forecasted at $245 million to $255 million. (Adjusted EBITDA excludes certain items to reflect operating profit.)
On Thursday’s earnings call, CFO Glenn C. David said the company had been “successful in taking additional price” on the Zoetis MFA portfolio, which he noted is boosting margins. Management also flagged a roughly $10 million timing hit related to a major customer, expecting that to reverse in the second half. The exact timing between the next two quarters will hinge on incoming orders. The Motley Fool
Thursday’s big move leaves little margin for error. Traders have shifted focus—it’s the raised guidance that’s driving the action, not the quarter. Now all eyes will be on whether that outlook sticks as pricing and product mix settle back to normal.
This can easily backfire. Order timing can shift quarterly sales, while rising interest expenses and currency fluctuations can erode profits, even if volumes hold steady.
Phibro may be dwarfed by animal-health leaders like Zoetis and Elanco, yet it aims to compete through a wider portfolio and strict pricing control. The coming quarters will reveal if this strategy holds up after the initial boost from its acquired feed-additives segment wears off.
Phibro’s board announced a quarterly cash dividend of $0.12 per share, set for payment on March 25 to shareholders of record as of March 4. Traders will watch that date closely as the stock absorbs its post-earnings gain.
