美国辉宝(PAHC)
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PAHC vs. ABT: Which Stock Is the Better Value Option?
ZACKS· 2024-09-19 00:40
Investors interested in stocks from the Medical - Products sector have probably already heard of Phibro Animal Health (PAHC) and Abbott (ABT) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our S ...
Is Phibro Stock Worth Retaining in Your Portfolio Now?
ZACKS· 2024-09-18 01:25
Phibro Animal Health Corporation’s (PAHC) sustained growth in the Animal Health business is backed by robust sales of vaccines and Medicated Feed Additives ("MFAs"). The company’s focus on advancing vaccine technologies, along with the new vaccine production unit, instills optimism. Strong sales growth outside the United States seems encouraging. Yet, adverse macroeconomic impacts are a concern for Phibro’s operations.In the past year, this Zacks Rank #2 (Buy) stock has rallied 71.5% compared with the indus ...
PAHC Stock Gains From Innovation, Market Expansion Goal
ZACKS· 2024-09-14 00:06
Phibro Animal Health’s (PAHC) diversified product portfolio and wide presence in key growth areas bolster our confidence in the stock. The stock carries a Zacks Rank #2 (Buy) currently.Factors Driving PAHC's GrowthPhibro’s key animal health products, including Medicated Feed Additives (MFAs) and nutritional specialty products, enhance animal nutrition. The company’s leading product franchise, Stafac/V-Max/Eskalin, is approved in more than 30 countries for use in poultry and swine. Similarly, the company’s n ...
Are You Looking for a Top Momentum Pick? Why Phibro Animal Health (PAHC) is a Great Choice
ZACKS· 2024-09-07 01:00
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...
PAHC vs. ABT: Which Stock Should Value Investors Buy Now?
ZACKS· 2024-09-03 00:47
Investors interested in Medical - Products stocks are likely familiar with Phibro Animal Health (PAHC) and Abbott (ABT) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate re ...
Phibro (PAHC) International Revenue Performance Explored
ZACKS· 2024-09-02 22:15
Have you evaluated the performance of Phibro Animal Health's (PAHC) international operations during the quarter that concluded in June 2024? Considering the extensive worldwide presence of this maker of animal health products and nutritional supplements, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal fac ...
Phibro(PAHC) - 2024 Q4 - Earnings Call Transcript
2024-08-30 06:08
财务数据和关键指标变化 - 第四季度合并净销售额为2.732亿美元,同比增长7% [11] - 全年合并净销售额为101.7亿美元,同比增长4% [13] - 第四季度动物保健业务销售额增长8%,矿物营养增长6%,性能产品略有下降1% [11] - 全年动物保健业务销售额增长7%,矿物营养持平,性能产品下降10% [13] - 第四季度调整后EBITDA增长3%,调整后净收入和每股收益增长10% [12] - 全年调整后EBITDA下降1%,调整后净收入和每股收益下降1% [14] 各条业务线数据和关键指标变化 - 动物保健业务第四季度销售额增长8%,其中MFA和其他产品增长12%,疫苗增长14%,营养特产下降4% [15] - 动物保健业务全年销售额增长7%,其中MFA和其他产品增长9%,疫苗增长21%,营养特产下降5% [16][17] - 矿物营养第四季度销售额增长6%,全年持平 [18][19] - 性能产品第四季度销售额下降1%,全年下降10% [18][19] 各个市场数据和关键指标变化 - 未提及具体市场数据和关键指标变化 公司战略和发展方向及行业竞争 - 公司正在推进收购Zoetis的MFA业务,预计在今年第四季度完成交易 [8] - 公司启动了"Phibro Forward"收入增长计划,旨在提升收入和降低成本,预计在2026-2027财年带来更大收益 [9][22] 管理层对经营环境和未来前景的评论 - 公司对2025财年的前景保持乐观,预计动物保健、矿物营养和性能产品业务都将实现改善 [28] - 公司对收购Zoetis MFA业务后的协同效应和去杠杆能力也表示信心 [24] 其他重要信息 - 公司在2024年7月完成了信贷融资的再融资,延长了到期日并增加了可用额度 [21] - 公司将继续保持季度股息派发 [21] 问答环节重要的提问和回答 问题1 **Michael Ryskin 提问** 询问2025财年各业务线的具体增长驱动因素 [27][28] **Glenn David 回答** 详细解释了动物保健、矿物营养和性能产品业务在2025财年的预期表现 [28] 问题2 **Michael Ryskin 提问** 询问"Phibro Forward"计划的具体成本效益和实施时间安排 [29][30] **Glenn David 和Daniel Bendheim 回答** 解释了该计划的目标和预期效果,以及在2026-2027财年将带来更大收益 [30][31] 问题3 **Michael Ryskin 提问** 询问收购Zoetis MFA业务的监管审批情况 [32][33] **Glenn David 回答** 说明已经完成美国市场的审批,正在推进其他市场的审批,预计今年第四季度完成交易 [33]
Phibro(PAHC) - 2024 Q4 - Earnings Call Presentation
2024-08-30 05:25
业绩总结 - 公司2024财年第四季度总体销售额和调整后的EBITDA增长分别为7%和3%[5] - Animal Health部门的销售额和调整后的EBITDA增长分别为8%和9%[5] - 公司2024财年全年销售额和调整后的EBITDA分别增长了4%和-1%[9] - Animal Health部门2024财年全年销售额和调整后的EBITDA分别增长了7%和7%[15] 财务状况 - 公司自由现金流为46+百万美元,现金及现金等价物和短期投资为1.15亿美元[26] - 公司总债务为4.89亿美元,调整后的EBITDA为1.11亿美元,毛杠杆率为4.4倍,净杠杆率为3.4倍[26] - 公司每股季度股息为0.12美元,已支付的股息为490万美元[26] - 公司2024年信贷设施包括总额为6.1亿美元的2024信贷设施,其中包括3亿美元的A期贷款和3.1亿美元的循环信贷[28] 未来展望 - 公司2025年度净销售额预期为10.4亿至10.9亿美元[31] - 公司2025年度调整后净收入预期为5千万至5.6千万美元[31] - 公司2025年度调整后每股稀释收益预期为1.22至1.37美元[31]
Here's Why Phibro Animal Health (PAHC) is a Strong Value Stock
ZACKS· 2024-08-29 22:41
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores.What are t ...
Phibro Q4 Earnings and Revenues Beat, Operating Margin Down
ZACKS· 2024-08-29 21:46
Phibro Animal Health (PAHC) delivered adjusted earnings per share (EPS) of 41 cents in the fourth quarter of fiscal 2024, up 7.9% from the year-ago quarter’s level. The bottom line beat the Zacks Consensus Estimate by 20.6%.Without adjustments, the GAAP EPS in the quarter was 2 cents, down 92.9% from the year-ago quarter’s figure.PAHC reported full-year adjusted EPS of $1.19, reflecting a 1.7% decline from fiscal 2023. The figure beat the Zacks Consensus Estimate by 6.25%.PAHC’s Net SalesIn the quarter unde ...