Every material Form 8-K Phibro Animal Health has filed with the SEC since October 31, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Phibro Animal Health reported higher first-quarter results for the period ended September 30, 2026, with net sales up 6% and net income up 11% from a year earlier. The company kept its fiscal 2027 guidance unchanged, and stockholders re-elected three Class I directors and ratified PricewaterhouseCoopers as auditor at the November 3, 2026 annual meeting.
Net sales of $386.8 million rose $22.9 million, or 6%, led by Mineral Nutrition, which rose 17%.
Net income of $29.5 million rose 11%, and diluted EPS of $0.72 rose $0.07 from $0.65.
Fiscal 2027 guidance was maintained: net sales of $1.55 billion to $1.60 billion and adjusted EBITDA of $258 million to $268 million.
At the November 3, 2026 annual meeting, all three director nominees were elected and PwC was ratified for the fiscal year ending June 30, 2027.
Phibro Animal Health's board declared a quarterly cash dividend of $0.12 per share on its Class A and Class B common stock. Holders of record at the close of business on November 25, 2026 will receive the payment on December 16, 2026.
Quarterly cash dividend of $0.12 per share on Class A and Class B common stock
Phibro Animal Health reported results for the fiscal year ended June 30, 2026, with net sales up 17% to $1.52 billion and net income up to $99.7 million from $48.3 million. It also gave fiscal 2027 guidance for net sales of $1.55 billion to $1.60 billion and adjusted diluted EPS of $3.41 to $3.59, and said it will close its Chicago Heights, Illinois plant, affecting about 100 employees.
Fiscal 2026 diluted EPS was $2.43, up $1.24, and adjusted EBITDA was $255.0 million, up 39%.
Fourth-quarter net sales were $396.7 million, up 5%, and net income was $21.7 million, up 26%.
Fiscal 2027 guidance: net income of $122 million to $132 million and adjusted EBITDA of $258 million to $268 million.
Chicago Heights production is expected to cease during the summer of 2027, with products moved to other Phibro facilities and third-party contract manufacturers.
Phibro Animal Health said Daniel (Dani) Bendheim will become Chief Executive Officer and President effective July 1, 2026, under a new employment agreement with a $850,000 base salary. He also received a grant of 300,000 performance-based restricted stock units that vest only if the company's 90-day average stock price reaches $70 to $100 by June 30, 2031.
Bendheim's base salary is $850,000 annually, with a target bonus of 50% of base salary.
The 300,000 RSUs vest in 25% increments tied to a 90-day average stock price from $70 to $100 or above, with no vesting below $70.
Severance includes six months of base salary on death or disability and up to 18 months of company-subsidized COBRA coverage on termination without Cause or resignation.
Phibro Animal Health reported results for the quarter ended March 31, 2026, with net sales of $383.5 million, up 10%, and net income of $24.0 million, up 15%. The company raised the lower end of several fiscal 2026 guidance ranges, resulting in higher midpoints, and guides to net sales of $1.46 billion to $1.50 billion and adjusted EBITDA of $247 million to $255 million. For shareholders, the filing shows higher sales and profit and a higher outlook for the fiscal year ending June 30, 2026, though Performance Products sales fell 17%.
Quarterly net sales of $383.5 million, up $35.7 million or 10%; Animal Health sales rose 13% to $291.2 million
Net income of $24.0 million, up 15%; diluted EPS of $0.59 versus $0.51 a year earlier
Fiscal 2026 guidance: net sales of $1.46 billion to $1.50 billion, adjusted EBITDA of $247 million to $255 million, and diluted EPS of $2.25 to $2.44
Revolving credit facility increased by $125 million to $435 million on April 28, 2026
Phibro Animal Health entered into Amendment No. 1 to its credit agreement with Coöperatieve Rabobank U.A., New York Branch, on April 28, 2026. The amendment increases the revolving credit commitment by $125 million, from $310 million to $435 million, giving the company more borrowing capacity under its existing facility.
Revolving credit commitment rose by $125 million, from $310 million to $435 million
Amendment No. 1 is dated April 28, 2026, and amends the Original Credit Agreement dated July 3, 2024
Rabobank acts as administrative agent, collateral agent and L/C issuer
Phibro Animal Health director Joyce J. Lee informed the company on April 13, 2026 that she intends to resign from the Board effective April 15, 2026. The filing states her resignation was not due to any disagreement with the company on its operations, policies or practices.
Joyce J. Lee, a Class II Director, intends to resign effective April 15, 2026
Notice was given to the company on April 13, 2026
Filing states no disagreement with the company on operations, policies or practices
Phibro Animal Health reported fiscal second-quarter results for the period ended December 31, 2025, with net sales up 21% to $373.9 million and net income rising to $27.5 million from $3.2 million a year earlier. The company also raised its fiscal 2026 guidance, now calling for net sales of $1.45 billion to $1.50 billion and adjusted EBITDA of $245 million to $255 million, which signals higher expected sales and profit for shareholders.
Net sales of $373.9 million, up 21%; net income of $27.5 million versus $3.2 million a year earlier
Diluted EPS of $0.67 versus $0.08; adjusted diluted EPS of $0.87 versus $0.55
Fiscal 2026 guidance raised: net sales of $1.45 billion to $1.50 billion; adjusted EBITDA of $245 million to $255 million
Total debt of $737.0 million and a 3.1x gross leverage ratio as of December 31, 2025
Phibro Animal Health said CEO and President Jack Bendheim will resign effective July 1, 2026, and become Executive Chairman while remaining Chairman of the Board. Executive Vice President Dani Bendheim, Jack Bendheim's son, will become CEO and President on that date, and the company said its Board unanimously supports the transition.
Jack Bendheim resigns as CEO and President effective July 1, 2026, and takes the role of Executive Chairman
Dani Bendheim, 53, Executive Vice President, Corporate Strategy and a company employee since 1997, will become CEO and President
Dani Bendheim is the son of Jack Bendheim and the brother of director Jonathan Bendheim; both executives will enter new or amended employment agreements before the effective date
The filing contains no financial results or guidance
Phibro Animal Health reported fiscal first-quarter results ended September 30, 2025, with net sales up 40% to $363.9 million and diluted earnings per share of $0.65, compared with $0.17 a year earlier. The company raised its fiscal 2026 adjusted EBITDA guidance to $230 million to $240 million and kept its net sales guidance at $1.43 billion to $1.48 billion.
Quarterly net sales of $363.9 million, up $103.5 million, or 40%, with Animal Health sales up 55% to $283.5 million
Diluted EPS of $0.65 versus $0.17, and adjusted diluted EPS of $0.73 versus $0.35
Fiscal 2026 adjusted EBITDA guidance raised to $230 million to $240 million; net sales guidance of $1.43 billion to $1.48 billion maintained
At the November 4, 2025 annual meeting, stockholders elected three Class III directors, approved executive pay on an advisory basis, and ratified PricewaterhouseCoopers LLP as auditor
Phibro Animal Health reported fiscal fourth-quarter and full-year results for the year ended June 30, 2025, with net sales of $1,296.2 million (up 27%) and net income of $48.3 million (up from $2.4 million). The company also issued fiscal 2026 guidance calling for net sales of $1.43 billion to $1.48 billion and net income of $73 million to $83 million, and the results and guidance were released in a press release furnished as Exhibit 99.1.
Q4 net sales were $378.7 million, up 39%, and diluted EPS was $0.42 versus $0.02 a year earlier.
Full-year diluted EPS was $1.19, up $1.13, and adjusted diluted EPS was $2.09, up 76%.
FY2026 guidance includes adjusted EBITDA of $225 million to $235 million and diluted EPS of $1.79 to $2.03.
Management said higher SG&A reflected investments in scaling operations, and gross leverage was 3.1x as of June 30, 2025.
Phibro reported results for the fiscal third quarter ended March 31, 2025, with net sales up 32% to $347.8 million, driven largely by the Zoetis MFA portfolio acquired October 31, 2024. The company also updated its fiscal 2025 guidance, forecasting net sales of $1.26 billion to $1.29 billion and adjusted EBITDA of $177 million to $183 million. Net income and diluted EPS both rose, while management said tariffs may affect certain inputs and sales in the next fiscal year.
Net income $20.9 million vs. $8.4 million a year earlier; diluted EPS $0.51 vs. $0.21
Adjusted EBITDA $54.9 million, up 85%; gross margin 30.1%, down 10 basis points
FY2025 guidance: net sales $1.26 billion to $1.29 billion; adjusted EBITDA $177 million to $183 million; diluted EPS $0.98 to $1.11
Webcast and conference call scheduled for Thursday, May 8, 2025 at 9:00 AM Eastern
Phibro Animal Health reported second-quarter results for the period ended December 31, 2024, with net sales up 24% to $309.3 million and net income of $3.2 million, compared with $1.3 million a year earlier. The company also issued fiscal 2025 guidance that includes the Zoetis Medicated Feed Additive portfolio acquired on October 31, 2024, and the filing does not state how the new ranges compare with prior guidance.
Net income of $3.2 million, or $0.08 per diluted share, versus $1.3 million, or $0.03, a year earlier
Adjusted EBITDA of $48.2 million, up $18.7 million, or 64%
Fiscal 2025 guidance: net sales of $1.25 billion to $1.30 billion and adjusted EBITDA of $172 million to $180 million
Interest expense rose to $9.0 million from $4.7 million, due to higher debt tied to the acquisition
Phibro Animal Health's Board appointed Joyce J. Lee as a Class II independent director, effective January 21, 2025. The appointment fills a current vacancy and raises Board membership to nine directors, six of them independent. The filing describes a board seat change and does not report any financial results or guidance.
Joyce J. Lee appointed Class II director effective January 21, 2025; expected to stand for election at the 2027 Annual Meeting
Board increases to nine directors, six of whom are independent
Lee was most recently President of Cobb Vantress LLC and previously held executive roles at Elanco, Bayer Animal Health, and Zoetis
Lee receives the same non-employee director compensation and the standard director indemnification agreement
Phibro Animal Health disclosed that Rob Aukerman will retire as President, North America Region, effective December 31, 2024, and will stay on in an advisory role until June 30, 2025. Todd Armstrong, currently Vice President of the US Ruminant Business, will succeed him as President, North American Region, effective January 1, 2025. The filing describes a planned transition rather than a financial change.
Rob Aukerman notified the company on November 7, 2024 that he will retire effective December 31, 2024
Aukerman will continue in an advisory capacity until June 30, 2025
Todd Armstrong, Vice President of the US Ruminant Business since 2020, will be promoted to President, North American Region, effective January 1, 2025
Phibro Animal Health reported fiscal first-quarter results for the period ended September 30, 2024, with net sales up 13% to $260.4 million and net income of $7.0 million, compared with a net loss of $8.0 million a year earlier. The company also updated its fiscal 2025 guidance, which excludes the pending Zoetis Medicated Feed Additive acquisition, and shareholders re-elected two directors and ratified PricewaterhouseCoopers as auditor at the November 5 annual meeting.
Net income of $7.0 million, or $0.17 per diluted share, versus a net loss of $8.0 million in the year-earlier quarter
Adjusted EBITDA of $30.7 million, up 64% from $18.7 million
Fiscal 2025 guidance: net sales of $1.05 billion to $1.10 billion and adjusted EBITDA of $124 million to $132 million, excluding the Zoetis portfolio
At the November 5, 2024 annual meeting, Mary Lou Malanoski and Carol A Wrenn were elected as Class II directors and PwC was ratified for fiscal 2025
Phibro Animal Health completed its acquisition of Zoetis's medicated feed additive product portfolio and certain water-soluble products on October 31, 2024, for $350 million in cash, subject to adjustments. The company funded the purchase by borrowing $350 million under its July 3, 2024 Credit Agreement. The company expects the portfolio to boost profitability and EBITDA margin and to be accretive to Adjusted EPS, but the filing gives no specific figures and says more financial details will come at the Q1 earnings call on November 7.
Purchase price of $350 million in cash, subject to adjustments set out in the Purchase Agreement
Funded by $350 million of borrowings: $189 million of Delayed Draw Term A-1 Loans and $161 million of Delayed Draw Term A-2 Loans
Portfolio includes more than 37 product lines sold in about 80 countries, six manufacturing sites and more than 300 employees
Company expects accretion to Adjusted EPS; further financial details due on the Q1 earnings call on November 7
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