PAHC at a glance
PHIBRO ANIMAL HEALTH CORP (PAHC, SEC CIK 1069899) filed its latest 10-K annual report on August 26, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 26, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), PHIBRO ANIMAL HEALTH CORP (PAHC) reported revenue of $1.5 billion (up 17.1% from FY2025) and net income of $99.7 million. Diluted EPS was $2.43.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding PHIBRO ANIMAL HEALTH CORP (PAHC) shares worth $409.3 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.5B
- +17.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $409.3M · −1 vs prior quarter
- Latest 8-K
- Aug 26, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Business Overview
- Core animal health and mineral nutrition business expanded via $297.5M Zoetis medicated feed additive acquisition, adding $358.2M sales in FY26
- Launched new canine dental device, Restoris®, in Oct 2025; Rejensa® joint care supplement gained market traction in FY26
- Strategic shift includes planned closure of Chicago Heights manufacturing facility by summer 2027 to consolidate production
- Employee count grew to approximately 2,605 across 37 countries, up from prior years, supporting expanded global footprint
- Regulatory challenges: navigating FDA review of carbadox residue detection, with $21M Mecadox sales at risk pending outcome
Risk Factors
- FDA final order revoking carbadox (Mecadox) residue detection method, sales $21M FY2026; ongoing litigation to prevent loss of product approval
- Middle East conflicts pose risk to Israeli manufacturing producing 16% of net sales; potential export disruption from regional hostilities
- Supply chain reliant on sole source suppliers for active pharmaceutical ingredients; regulatory changes or supplier issues could interrupt product availability
- Competition from Merck Animal Health, Zoetis, Elanco and increasing generic products pressuring pricing and market share
- Total debt $739M (term loans $622M, revolver $116M) with restrictive covenants limiting operational flexibility and requiring significant cash flow for interest and principal payments
Management Discussion & Analysis
- Revenue $1.52B, up 17% YoY; Animal Health $1.16B (+21%), Mineral Nutrition $282M (+11%), Performance Products $73.5M (-8%)
- Operating margin 12.8% vs 8.5%; gross margin 33.8% vs 30.9%; net income $99.7M vs $48.3M; adjusted EBITDA margin 16.8% vs 14.2% of sales
- Best segment Animal Health: net sales $1.16B (+$199M), adjusted EBITDA $303.6M (+$81.3M); worst segment Performance Products: net sales $73.5M (-$6.6M), adjusted EBITDA $8.1M (-$2.5M)
- Operating cash flow $69.0M; Capex $59.1M; dividends paid $19.5M; term loan borrowings increased for $297.5M acquisition; $6.6M net cash used in financing
- Management notes risks from Middle East conflicts affecting 16% sales/assets; regulatory headwinds on antimicrobials; expects strong demand driven by global protein consumption growth
AI summary of the PAHC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Quarterly revenue $383.5M, up 10% YoY from $347.8M
- Gross margin 32.8% vs 30.1% YoY; operating margin 11.6% vs 9.6%
- Best segment Animal Health revenue $291.2M, up 13%; worst Performance Products revenue $18.9M, down 17%
- Adjusted EBITDA $60.8M, up 11%; total margin 15.9% vs 15.8% YoY
- MFA portfolio drove $18.9M incremental sales; Brazil’s 180-day virginiamycin transition period creates regulatory headwind
Risk Factors
- No material changes in risk factors from the Annual Report
- Carried-forward risks remain the company’s most significant disclosed exposures
- No new regulatory, legal, or compliance risk identified this quarter
- No new operational, competitive, market, liquidity, debt, currency, or concentration risk identified
AI summary of the PAHC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q4 and FY2026 operating results announced for periods ended June 30, 2026
- FY2027 financial guidance provided for the year ending June 30, 2027
Item 8.01: Other Events
- Quarterly cash dividend of $0.12 per share declared for Class A and Class B common stock
- Payment scheduled for September 23, 2026
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Daniel Bendheim becomes CEO and President effective July 1, 2026, marking a leadership transition
- Annual compensation: $850,000 base salary, 50% target bonus, and RSUs valued at approximately 50% of base salary
AI summaries of PAHC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PAHC
Don't miss the next PAHC filing
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- Fund moves. Which tracked funds opened, added or cut PAHC, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Miller Larry Lee | A | Aug 6, 2026 | 3,522 | - |
| David Glenn | A | Aug 6, 2026 | 3,482 | - |
| Escudero Lisa Ann | A | Aug 6, 2026 | 1,547 | - |
| Bendheim Daniel M | A | Aug 6, 2026 | 11,699 | - |
| David Glenn | A | Aug 6, 2026 | 3,334 | - |
| Weinstein Judith | A | Aug 6, 2026 | 2,478 | - |
| BENDHEIM Jonathan | A | Aug 6, 2026 | 2,716 | - |
| Rodriguez Patrick | A | Aug 6, 2026 | 1,503 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.3B | $1.5B |
| Gross Profit | - | $399.9M | $512.5M |
| Operating Income | $53.3M | $110.5M | $194.4M |
| Net Income | $2.4M | $48.3M | $99.7M |
| Gross Margin | - | 30.9% | 33.8% |
| Op. Margin | - | 8.5% | 12.8% |
| Net Margin | - | 3.7% | 6.6% |
| Balance Sheet | |||
| Total Assets | - | $1.4B | $1.5B |
| Equity | - | $285.7M | $385.5M |
| ROE | - | 16.9% | 25.9% |
| Per Share | |||
| EPS | $0.06 | $1.19 | $2.43 |
| Cash Flow | |||
| Operating CF | $87.6M | $80.1M | $69.0M |
Source: XBRL data in PHIBRO ANIMAL HEALTH CORP (PAHC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PAHC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $409.3M |
| Q1 2026 | 31 | $619.4M |
| Q4 2025 | 28 | $395.5M |
| Q3 2025 | 28 | $421.4M |
| Q2 2025 | 28 | $256.4M |
| Q1 2025 | 23 | $142.5M |
| Q4 2024 | 19 | $118.0M |
| Q3 2024 | 17 | $84.2M |
- FMR LLC (Fidelity)+987.2K (+45%)
- Millennium Management+880.9K (+1578%)
- State Street Corp+88.3K (+9%)
- Vanguard Capital Management LLC+32.0K (+4%)
- BNY Mellon+24.4K (+11%)
- Renaissance Technologies LLC−96.2K (-17%)
- Citigroup−49.6K (-70%)
- Goldman Sachs Group−40.5K (-23%)
- BlackRock−34.8K (-1%)
- Bank of America Corp−30.0K (-38%)
- Citadel Advisors LLC+14.9K
- Mangrove Partners−16.7K
- U.S. Bancorp−45
Source: 13F-HR filings on SEC EDGAR (aggregated from 204 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PAHC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 8-K | Aug 26, 2026 | - | Analysis | - |
| 10-K | Aug 26, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| SC 13G | Jul 30, 2026 | - | - | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jun 26, 2026 | - | Analysis | - |
| 4 | May 7, 2026 | - | - | |
| 8-K | May 6, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
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PAHC SEC filings: frequently asked questions
Which institutions hold PAHC stock?
As of June 30, 2026, the largest PHIBRO ANIMAL HEALTH CORP (PAHC) holders among the 13F filers tracked by SignalX were BlackRock ($101.1 million), FMR LLC (Fidelity) ($99.2 million), State Street Corp ($32.6 million), Millennium Management ($29.4 million), Vanguard Capital Management LLC ($29.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PAHC's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), PHIBRO ANIMAL HEALTH CORP (PAHC) reported revenue of $1.5 billion (up 17.1% from FY2025) and net income of $99.7 million. Diluted EPS was $2.43. The figures come from the XBRL data in the 10-K.
What are the main risks in PAHC's latest 10-K?
In the 10-K filed August 26, 2026, PHIBRO ANIMAL HEALTH CORP (PAHC) flagged: FDA final order revoking carbadox (Mecadox) residue detection method, sales $21M FY2026; ongoing litigation to prevent loss of product approval. Middle East conflicts pose risk to Israeli manufacturing producing 16% of net sales; potential export disruption from regional hostilities. (AI summary of the Risk Factors section.)
What did PAHC report in its latest 8-K?
PHIBRO ANIMAL HEALTH CORP (PAHC) filed an 8-K on August 26, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q4 and FY2026 operating results announced for periods ended June 30, 2026.
What are the latest PAHC SEC filings?
PHIBRO ANIMAL HEALTH CORP (PAHC) filed its latest 10-K annual report on August 26, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 26, 2026 and a Form 4 insider filing on September 17, 2026.
What is PAHC's SEC CIK number?
PHIBRO ANIMAL HEALTH CORP (PAHC)'s SEC Central Index Key (CIK) is 1069899. EDGAR lists every PAHC filing under that number.
Ask anything about PAHC
The research agent reads PAHC's filings, financials, insider trades and 13F holders, then answers with sources.