Phibro Sets FY2027 Targets: $1.55B-$1.60B Sales, $258M-$268M Adjusted EBITDA; Chicago Heights Plant to Close
PAHC sits 27% above its 52-week low of $28.25.
Summary
Phibro issued FY2027 guidance of $1.55B-$1.60B in net sales and $258M-$268M in adjusted EBITDA, while detailing the Chicago Heights plant closure affecting ~100 employees.
Key Events · Earnings and Guidance · PAHC
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FY2027 Guidance Issued
Net sales of $1.55B-$1.60B (4% growth), adjusted EBITDA of $258M-$268M (3% growth), adjusted net income of $140M-$147M (9% growth), and adjusted diluted EPS of $3.41-$3.59.
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Brazil Virginiamycin Overhang
Guidance assumes minimal virginiamycin sales in Brazil pending therapeutic indications; the phase-out period expires in a little over a month, and a favorable outcome would be modest upside.
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Chicago Heights Plant Closure
Production to cease summer 2027, affecting approximately 100 employees; products will transfer to other Phibro facilities and third-party contract manufacturers.
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Q4 and FY2026 Results Confirmed
Q4 net sales of $396.7M (+5%) and adjusted EPS of $0.85 (+35%); FY2026 net income of $99.7M, more than double the prior year.
Analysis · PAHC · Life Sciences
The 8-K fills the forward-looking gap left by the same-day 10-K and news release, providing full FY2027 guidance. Management projects 4% sales growth to $1.55B-$1.60B and adjusted EBITDA of $258M-$268M, but the outlook assumes minimal virginiamycin sales in Brazil while the company awaits therapeutic indications—a regulatory overhang with a phase-out deadline roughly a month away. The Chicago Heights plant closure, affecting about 100 employees with production ending summer 2027, is a strategic consolidation following the Zoetis MFA acquisition. For investors sizing next year's earnings power, the guidance is the actionable new information.
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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 neutral market sentiment and an importance score of 7 out of 10.