Every material Form 8-K Phibro Animal Health filed with the SEC in 2025, 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 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Phibro Animal Health filing is on SEC EDGAR ↗. 8-K briefs of other companies →