← BackPHIBRO ANIMAL HEALTH CORP · DrugmakersPAHC
Low riskNext report: In 7 days (est.)
The short versionA profitable company with steady sales.
Going well
- Profitable every year for 10 years
- Sales up 27% last year
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 3.3% to their holdings in the quarter ending June 2026 (113 bought, 157 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$39.03+0.7% that day
- Company value
- $1.6B
- Share price times all shares
- Price vs profit (P/E)
- 16.0x
- You pay about $16 for each $1 of yearly profit
- Price vs sales
- 1.1x
- Company value is 1.1 times a year of sales
- Dividend yield
- 1.2%
- Yearly dividend as a share of today's price
- Cash vs value
- 4%
- Cash as a share of company value
- Debt vs value
- 39%
- Debt as a share of company value
From PAHC's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26 (worked out from yearly totals)$396.7M+4.8% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $1.5B, up 17% from the 12 months before. Over 5 years, sales grew about 10% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.16.7%
- MissDebt under half of equityNot relying on borrowed money.1.88x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.3.7%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$80.1M
- PassShare count not growingNot diluting owners. Falling means buybacks.+0.4% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.30.9%
- Revenue
- $1.3B
- +27.4% vs prior year
- 5-year growth
- +10.1%/yr
- revenue, per year
- Total debt
- $624.2M
- 1.88x equity
- Current ratio
- 3.05x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $396.7M
- +4.8% YoY
- EPS
- $0.53
- vs $0.43
- Op. margin
- 12.1%
- +3.2 pts
- Gross margin
- 33.9%
- +4.9 pts
- Free cash flow
- $5.2M
Some values are worked out from year-to-date totals in the annual report.
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 2.5
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+3.3%Institutions added 3.3% to their holdings. 113 bought, 157 sold. 2 quarters of net buying in a row.
Shares held by institutions21.0M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+0.4%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
1.5x · $591.8M debtShares outstandingLatest reported
41MNext reportIn 7 days (est.)Estimated from the same quarter last year
- Results filedAug 26
- Results filedMay 6
- Results filedFeb 4
- Results filedNov 5, 2025
- Results filedAug 27, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
5%+ holder update (passive)Oct 19 · Form SCHEDULE 13G/A ↗Proxy statementSep 18 · Form DEF 14A ↗DEFA14ASep 18 · Form DEFA14A ↗ARSSep 18 · Form ARS ↗Stock awardLarry Lee MillerChief Operating Officer
3,726 shares
- +11% of holdings
- Now owns 38,275 shares
- Filed 42 days after trade
Stock awardGlenn DavidChief Financial Officer
3,482 shares
- +7% of holdings
- Now owns 54,959 shares
- Filed 42 days after trade
Planned insider saleSep 16 · Form 144 ↗Annual reportAug 26 · Form 10-K ↗Earnings resultsAug 26 · Form 8-K ↗Stock awardDaniel M BendheimPresident and CEO, Director
11,699 shares
- +336% of holdings
- Now owns 15,177 shares
- Filed 4 days after trade
Stock awardLisa Ann EscuderoSee Remarks
1,547 shares
- +82% of holdings
- Now owns 3,434 shares
- Filed 4 days after trade
Stock awardJack BendheimExecutive Chairman, Director, 10% owner
12,103 shares
- +83% of holdings
- Now owns 26,640 shares
- Filed 4 days after trade
- Joint filing with 1 other
Stock awardJudith WeinsteinSee Remarks
2,478 shares
- +83% of holdings
- Now owns 5,453 shares
- Filed 4 days after trade
Insider tradeAug 10 · Form 4 ↗Insider tradeAug 10 · Form 4 ↗