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Phibro Animal Health Corporation (PAHC) Presents at Bank ...
2026-05-14 · via All Articles on Seeking Alpha

Q3: 2026-05-06 Earnings Summary

EPS of $0.76 beats by $0.05

 | 

Revenue of

$383.50M

(10.26% Y/Y)

beats by $16.48M

Phibro Animal Health Corporation (PAHC) Bank of America Global Healthcare Conference 2026 May 13, 2026 4:40 PM EDT

Company Participants

Glenn David - Chief Financial Officer
Daniel Bendheim - Executive VP of Corporate Strategy & Director
Larry Miller - Chief Operating Officer

Conference Call Participants

Michael Ryskin - BofA Securities, Research Division

Presentation

Michael Ryskin
BofA Securities, Research Division

Thank you for joining us. We'll kick off the next session. My name is Mike Ryskin. I'm on the Bank of America Life Science Tools and Diagnostics team, also covering Animal Health. And for our next fireside chat, I'm excited to be joined by Phibro Animal Health Corp. We're joined by a number of members from the team here. To my right, I've got Dani Bendheim, Corporate Strategy and Future CEO; Larry Miller, Chief Operating Officer; and then Glenn David, Chief Financial Officer. Dani, Larry, Glenn, thanks for being here. Thank you for visiting with us.

Unknown Executive

Thank you.

Glenn David
Chief Financial Officer

Thank you.

Question-and-Answer Session

Michael Ryskin
BofA Securities, Research Division

Format of the session will be a fireside chat Q&A. If you've got a question in the audience, feel free to throw up your hand and we'll get you in. Maybe just to kick things off, you very recently reported your fiscal 3Q, calendar 1Q results, updated the guide, implications for 4Q. Can you just kind of give us a quick rundown for how the quarter played out relative to your expectations sort of, and what came in a little bit stronger, where you saw some unique challenges, and?

Daniel Bendheim
Executive VP of Corporate Strategy & Director

Yes. I guess I'll start with that, and Glenn jump in. It was a really strong quarter. It was -- for those who know our story, this was the first quarter we had a full overlap with