Global livestock production volumes and protein consumption trends - particularly poultry and swine herd sizes in key markets (US, Brazil, China, Southeast Asia)
Animal disease outbreaks (avian influenza, African swine fever, foot-and-mouth disease) that drive vaccine and pharmaceutical demand
Regulatory changes affecting antibiotic use in livestock production (e.g., FDA guidance on medically important antimicrobials, EU restrictions)
Raw material cost inflation for trace minerals (zinc, copper, manganese oxides) and active pharmaceutical ingredients
moderate - Livestock production exhibits moderate cyclicality tied to global protein demand, consumer purchasing power, and feed costs. During economic downturns, consumers may shift from premium proteins (beef) to lower-cost options (chicken), affecting product mix. However, animal health spending is relatively non-discretionary as producers must maintain herd health regardless of economic conditions. Emerging market growth drives long-term demand as rising incomes increase meat consumption per capita. Industrial production and agricultural commodity prices influence livestock economics and producer profitability, indirectly affecting animal health spending budgets.
Rising interest rates have modest negative impact through two channels: (1) higher financing costs for the company's debt (Debt/Equity of 1.82 suggests meaningful leverage), increasing interest expense and reducing net margins; (2) increased borrowing costs for livestock producers and integrators, potentially constraining capital spending on herd expansion or facility upgrades. However, animal health products represent small percentages of total livestock production costs, limiting demand elasticity to rate changes. Valuation multiples may compress as rates rise and investors demand higher equity risk premiums.
Regulatory restrictions on antibiotic use in livestock production - FDA and international agencies continue tightening rules on medically important antimicrobials, potentially reducing demand for certain Animal Health products without offsetting growth in alternatives
Consolidation among livestock integrators and feed producers increases customer bargaining power and pricing pressure, particularly in commodity-like Mineral Nutrition segment
Alternative protein technologies (plant-based, cultured meat) could reduce long-term livestock production growth rates in developed markets, though impact timeline remains uncertain
growth - The 102.5% one-year return and 70.5% six-month return indicate strong momentum, while 27.4% revenue growth and 1,897.7% net income growth (likely reflecting recovery from prior-year challenges) attract growth-oriented investors. The 30.8% ROE suggests improving profitability. However, modest 2.0% FCF yield and reinvestment needs limit appeal to income investors. The stock attracts investors seeking exposure to global protein consumption trends and animal health sector consolidation themes. Recent performance suggests potential turnaround or restructuring success driving multiple expansion.
Trend
-14.8% vs SMA 50 · +60.4% vs SMA 200
Momentum
Heavy distribution on elevated volume — institutions appear to be exiting. Squeeze setups unlikely while selling pressure persists.
Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.
ANALYST ESTIMATES
Analyst consensus estimates · Actuals replace estimates as reported
| Year | Revenue Est. | Rev Gth | EPS Est. | EPS Gth | Range | Analysts |
|---|---|---|---|---|---|---|
FY2025 | $1.3B $1.3B–$1.3B | — | $2.03 | — | ±1% | Moderate4 |
FY2026(current) | $1.5B $1.5B–$1.5B | ▲ +17.2% | $3.07 | ▲ +51.1% | ±2% | Moderate4 |
FY2027 | $1.5B $1.5B–$1.6B | ▲ +3.3% | $3.34 | ▲ +8.9% | ±6% | Moderate4 |
Dividend per payment — last 8 periods
INSTITUTIONAL OWNERSHIP
PAHC News
About
phibro animal health corporation is a leading global diversified animal health and mineral nutrition company. we are dedicated to helping meet the growing demand for animal protein. we concentrate exclusively on animals for food production and are one of the few global companies offering a comprehensive range of animal health and mineral nutrition products. for over 40 years we have been committed to providing livestock producers with value-based products and solutions to help them maintain and enhance the health of their animals. we develop, manufacture and market a broad range of products for food animals including poultry, swine, beef and dairy cattle and aquaculture. our products help prevent, control and treat diseases, enhance nutrition to help improve health and contribute to balanced mineral nutrition. phibro animal health corporation reported net sales of $764 million for the fiscal year ended june 30, 2017. our more than 1,400 employees are proud to manufacture and market our
| Symbol | Price | Day % | Mkt Cap↓ | P/E | Rev Grw | Margin | ELO |
|---|---|---|---|---|---|---|---|
PAHC◀ | $34.37 | -4.92% | $1.4B | 14.6 | +2737.0% | 372.3% | 1500 |
| $66.13 | -5.07% | $13.0B | — | +12626.1% | -14525.8% | 1500 | |
| $94.92 | -3.79% | $12.6B | — | +3288.2% | -4239.0% | 1500 | |
| $523.69 | -3.00% | $12.1B | — | +43205.3% | -3008.0% | 1500 | |
| $227.72 | -1.30% | $11.7B | — | +6554.5% | -2868.8% | 1500 | |
| $57.90 | -0.86% | $11.2B | 50.3 | +1459.3% | 147.7% | 1500 | |
| $76.67 | -3.79% | $10.8B | — | +2325815.3% | -19.7% | 1500 | |
| Sector avg | — | -3.25% | — | 32.5 | +342240.8% | -3448.7% | 1500 |