Phibro FY2026: Net Income Doubles to $99.7M on Zoetis MFA Integration; Chicago Heights Plant to Close
PAHC sits 27% above its 52-week low of $28.25.
Summary
Phibro Animal Health reported FY2026 net income of $99.7 million, more than double the prior year, driven by the Zoetis MFA acquisition. The company also announced the Chicago Heights plant closure and a 750,000-share 10b5-1 sale plan by majority owner BFI.
Key Events · Earnings and Guidance · PAHC
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FY2026 Net Income Doubles
Net income rose to $99.7 million from $48.3 million, with diluted EPS of $2.43 versus $1.19. Net sales increased 17% to $1.52 billion.
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Zoetis MFA Portfolio Drives Growth
The acquired medicated feed additive portfolio contributed $358.2 million in revenue for FY2026, up from $208.2 million in the partial prior year.
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Chicago Heights Plant Closure
Management decided in August 2026 to close the Chicago Heights manufacturing facility, with production shutdown expected in summer 2027. Financial impact not yet estimable.
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BFI 10b5-1 Sale Plan
Majority owner BFI Co., LLC adopted a Rule 10b5-1 plan on May 20, 2026 to sell up to 750,000 Class A shares through March 17, 2027.
Analysis · PAHC · Life Sciences
The first full year with the Zoetis medicated feed additive portfolio delivered a step-change in profitability for Phibro: net sales rose 17% to $1.52 billion and net income more than doubled to $99.7 million, with adjusted EBITDA up 39% to $255 million. The acquired portfolio contributed $358.2 million in revenue, validating the $297.5 million acquisition. Against that backdrop, management announced the closure of the Chicago Heights manufacturing facility by summer 2027 as part of plant consolidation, and majority owner BFI Co. adopted a 10b5-1 plan to sell up to 750,000 Class A shares through March 2027 — a potential overhang on the stock. The company also expanded its revolving credit facility by $125 million to $435 million, providing additional liquidity flexibility.
How filings like this one have moved
In the 30 days to Sep 13, 2026, 29.5% of the 1672 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.22%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, PAHC was trading at $35.93 on NASDAQ in the Life Sciences sector, with a market capitalization of approximately $1.5B. The 52-week trading range was $28.25 to $60.08. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.