PHIBRO ANIMAL HEALTH CORP(PAHC)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #251 of 2,879 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
PAHC Stock Analysis & AI Quality Score
AI stock analysis and institutional research for PHIBRO ANIMAL HEALTH CORP (PAHC), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores PAHC at 71.7/100 on a 32-signal composite quality model, placing it at rank #251 of 2,879 stocks — the top 10% of the AI-ranked universe. PAHC scores in the top quartile across earnings quality (98.3), revenue growth (85.2), institutional flow (83.3). Based on the latest XBRL financial filings (Q3 2026), PHIBRO ANIMAL HEALTH CORP reports quarterly revenue of $383.5M, net income of $24.0M, an operating margin of 11.6%. Top institutional holders of PAHC by reported 13-F value include BlackRock,, FMR, STATE STREET, based on the most recent SEC filings. PAHC trades on the Nasdaq exchange and files with the SEC under CIK 1069899. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PAHC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PHIBRO ANIMAL HEALTH CORP directly from SEC EDGAR. PHIBRO ANIMAL HEALTH CORP's 13F Pro composite quality score has ranged between 8 and 72 since 2021, currently 71.7 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving PAHC's Business? Latest 10-Q Breakdown
AI-extracted from PHIBRO ANIMAL HEALTH CORP's 10-Q filed 2026-05-06 — Q3 FY2026 (nine months ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue surged 22% to $1.12B in nine months ended March 31, 2026, driven by Zoetis MFA acquisition and strong Animal Health growth; net income jumped to $78.0M from $31.0M.
Biggest Revenue Drivers
Total revenue: $1,121.3M+22% YoY
MFAs and other sales increased 37% driven by incremental revenues of $156.8M from Zoetis acquisition completed October 31, 2024; vaccines grew 18% from poultry growth in Latin America.
Increased demand for copper, zinc and trace minerals.
Lower demand for ingredients used in personal care products.
Largest Expense Items
Higher input and distribution costs, partially offset by favorable product mix and price increases.
Increase in employee-related costs due to Zoetis acquisition headcount additions and corporate staffing increases.
Expiration of favorable $300M interest rate swap and higher average term loan balances from acquisition financing.
Margins: Gross margin expanded 210 basis points to 33.7% of sales, driven by increased volume, favorable product mix, and pricing improvements, partially offset by higher input costs. Operating margin improved to 13.0% from 8.4% as gross profit gains exceeded SG&A increases.
Watch Items from the Filing
- Zoetis MFA acquisition contributed $270.5M of nine-month revenue; full integration and synergy realization critical. Acquisition goodwill of $4.9M recorded within Animal Health segment.
- Mecadox (carbadox) sales of ~$22M annually at risk; FDA revoked approved detection method in November 2023 and proposed withdrawal of carbadox NADAs. Company filed lawsuit in D.C. Federal District Court and requested administrative hearing.
- Israeli operations represent 17% of consolidated assets and 16% of nine-month net sales amid ongoing Middle East conflict; approximately 520 Israeli employees and three manufacturing facilities exposed to geopolitical risk.
- Brazil regulatory ban of virginiamycin as growth promoter effective April 27, 2026, with 180-day transition period; company pursuing therapeutic indications expected during transition; impacts key market.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q3 2026
$383.5M
Net Income
Q3 2026
$24.0M
Free Cash Flow
Q3 2026
$890.0K
Operating Margin
Q3 2026
11.6%
ROIC
Q3 2026
4.5%
D/E Ratio
Q3 2026
1.78
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+4.1% YoYNet Income
-92.6% YoYOperating Income
-25.8% YoYEPS (Diluted)
-92.6% YoYTotal Assets
+1.1% YoYTotal Debt
+2.4% YoYOp. Cash Flow
+558.1% YoY| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2017 |
|---|---|---|---|---|---|---|
| Revenue | $1.02B +4.1% | $977.9M +3.8% | $942.3M +13.1% | $833.4M +4.1% | $800.4M +4.7% | $764.3M |
| Net Income | $2.4M -92.6% | $32.6M -33.7% | $49.2M -9.6% | $54.4M +62.1% | $33.6M -48.1% | $64.6M |
| Operating Income | $53.3M -25.8% | $71.8M -9.0% | $79.0M +5.5% | $74.9M +8.2% | $69.2M -29.3% | $97.9M |
| EPS (Diluted) | $0.06 -92.6% | $0.81 -33.1% | $1.21 -9.7% | $1.34 +61.4% | $0.83 -48.4% | $1.61 |
| Total Assets | $982.2M +1.1% | $971.4M +4.3% | $931.7M +10.7% | $841.3M +7.3% | $784.1M +25.8% | $623.4M |
| Total Debt | $341.9M +2.4% | $333.8M +10.2% | $302.9M -1.2% | $306.5M +29.4% | $236.8M -6.9% | $254.4M |
| Operating Cash Flow | $87.6M +558.1% | $13.3M -57.9% | $31.6M -34.5% | $48.3M -18.6% | $59.3M -39.7% | $98.4M |
Get alerted when PAHC's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for PHIBRO ANIMAL HEALTH CORP including:
Top Institutional Holders of PAHC
BlackRock, Inc.
$180.0M3,253,848 shFMR LLC
$120.2M2,173,126 shSTATE STREET CORP
$52.5M950,033 shVANGUARD CAPITAL MANAGEMENT LLC
$49.3M891,283 shGEODE CAPITAL MANAGEMENT, LLC
$33.4M604,648 shRENAISSANCE TECHNOLOGIES LLC
$31.9M576,735 shDIMENSIONAL FUND ADVISORS LP
$28.1M507,852 shVANGUARD PORTFOLIO MANAGEMENT LLC
$27.1M490,342 shNuveen, LLC
$25.2M455,891 shMORGAN STANLEY
$21.6M391,187 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $180.0M | 3,253,848 |
| FMR LLC | $120.2M | 2,173,126 |
| STATE STREET CORP | $52.5M | 950,033 |
| VANGUARD CAPITAL MANAGEMENT LLC | $49.3M | 891,283 |
| GEODE CAPITAL MANAGEMENT, LLC | $33.4M | 604,648 |
| RENAISSANCE TECHNOLOGIES LLC | $31.9M | 576,735 |
| DIMENSIONAL FUND ADVISORS LP | $28.1M | 507,852 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $27.1M | 490,342 |
| Nuveen, LLC | $25.2M | 455,891 |
| MORGAN STANLEY | $21.6M | 391,187 |
More Healthcare Companies
View all Healthcare →Put PAHC on your watchlist
Track score changes the day PHIBRO ANIMAL HEALTH CORP files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is PAHC a good stock to buy?
13F Pro's AI-powered analysis of PHIBRO ANIMAL HEALTH CORP (PAHC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PAHC are available on the PAHC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own PAHC?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PAHC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PHIBRO ANIMAL HEALTH CORP's investment landscape.