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Phibro Animal 8-K Filings

PAHC NASDAQ

Every 8-K that Phibro Animal (PAHC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow PAHC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PAHC filings page.

Rhea-AI Summary

Phibro Animal Health Corporation (PAHC) reported strong results for the fourth quarter and fiscal year ended June 30, 2026 and issued financial guidance for fiscal 2027. For the quarter, net sales were $396.7 million, up 5%, with net income of $21.7 million, up 26%, and adjusted EBITDA of $64.2 million, up 29% versus a year earlier.

For fiscal 2026, net sales were $1,518.1 million, up 17%, driven mainly by a 21% increase in Animal Health revenue to $1,162.2 million. Net income rose to $99.7 million from $48.3 million, while adjusted EBITDA increased 39% to $255.0 million and adjusted diluted EPS rose 48% to $3.22. Gross margin expanded to 33.8% from 30.9%, reflecting higher volume, favorable mix and pricing.

The company highlighted completion of its three‑year “Phibro Forward” transformation program and announced the planned closure of its Chicago Heights, Illinois manufacturing facility, expected to cease production in summer 2027 and affecting approximately 100 employees, as part of a strategic network consolidation. Total debt stood at $737.9 million. Fiscal 2027 guidance assumes minimal sales of virginiamycin in Brazil and excludes potential non-cash and one-time charges from the Chicago Heights closure and any foreign exchange gains or losses.

Rhea-AI Summary

Phibro Animal Health Corporation reported that its Board of Directors declared a quarterly cash dividend of $0.12 per share on both its Class A and Class B common stock. The dividend is payable on September 23, 2026 to stockholders of record as of the close of business on September 2, 2026.

The company describes itself as a global diversified animal health and nutrition business that works with livestock producers, farmers, veterinarians and consumers to help maintain and enhance animal health.

Rhea-AI Summary

Phibro Animal Health Corporation appointed Daniel (Dani) Bendheim as Chief Executive Officer and President effective July 1, 2026, and approved a new employment agreement and equity award for him.

Under the agreement, he will receive an annual base salary of $850,000, a target annual cash bonus equal to 50% of base salary, and an annual grant of time-vesting restricted stock units (RSUs) targeted at approximately 50% of base salary. He will also receive an initial grant of 300,000 performance-based RSUs.

The initial RSUs vest on June 30, 2031 based on the 90-day average share price, with no vesting below $70 and full vesting at or above $100. The agreement provides severance-related COBRA subsidies, limited salary continuation on death or disability, and standard protective covenants, with accelerated RSU vesting upon certain change in control events or qualifying terminations.

Rhea-AI Summary

Phibro Animal Health Corporation reported solid growth for its third quarter ended March 31, 2026. Net sales were $383.5 million, up 10% from a year earlier, driven mainly by a 13% increase in Animal Health revenue to $291.2 million. Net income rose to $24.0 million, a 15% increase, and diluted EPS grew 16% to $0.59. Adjusted EBITDA was $60.8 million, up 11%, while adjusted net income reached $31.2 million and adjusted diluted EPS climbed 19% to $0.76.

Gross margin improved to 32.8% from 30.1%, reflecting higher volume, favorable mix and pricing. The company updated fiscal 2026 guidance to net sales of $1.46–$1.50 billion and adjusted EBITDA of $247–$255 million, noting higher midpoints across key measures. Phibro also highlighted a regulatory development in Brazil affecting certain antimicrobial products, a $125 million increase in its revolving credit facility to $435 million, and the launch of its Sustainable Solutions Platform, including VERRATAIN Verified Sustainability Solutions.

Rhea-AI Summary

Phibro Animal Health Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.12 per share. The dividend applies to both its Class A and Class B common stock. It will be paid on June 24, 2026 to stockholders of record as of the close of business on June 3, 2026.

Rhea-AI Summary

Phibro Animal Health Corporation entered into Amendment No. 1 to its Credit Agreement with Coöperatieve Rabobank U.A. and other lenders on April 28, 2026. This amendment increases the company’s revolving credit commitment by $125,000,000, raising the facility from $310,000,000 to an aggregate commitment of $435,000,000.

The larger revolving credit line represents a new direct financial obligation for Phibro and is documented as a material definitive agreement. The full text of Amendment No. 1 is filed as Exhibit 10.1 and is incorporated by reference for detailed terms, representations and warranties.

Rhea-AI Summary

Phibro Animal Health Corporation describes a new Brazilian rule that will phase out growth-promotion uses of certain antimicrobial feed additives, including its virginiamycin and bacitracin products. Brazil’s Ministry of Agriculture and Livestock published Ordinance No. 1617, which bans the import, manufacture, marketing and use of these performance-enhancing additives.

The prohibition takes effect after a 180-day transition period, during which current products and labels may still be used and sold. Phibro is pursuing new registrations of virginiamycin for therapeutic use in cattle and broiler chickens and notes its bacitracin product already has therapeutic claims in Brazil. Under the new framework, future use of these antimicrobials will require a veterinary prescription, and Phibro is introducing its PhibroVet digital platform in Brazil to help manage prescriptions. The company expects this regulatory change to have limited impact on its fiscal year 2026 results and plans to provide further detail on its May 7, 2026 earnings call.

Rhea-AI Summary

Phibro Animal Health Corporation reported that board member Joyce J. Lee, a Class II Director, informed the company on April 13, 2026 that she intends to resign from the Board effective April 15, 2026. The company stated that Ms. Lee’s resignation is not due to any disagreement regarding its operations, policies, or practices.

Rhea-AI Summary

Phibro Animal Health Corporation filed a Form 8-K stating that on February 4, 2026 it issued a press release announcing operating results for the fiscal quarter ended December 31, 2025 and financial guidance for the fiscal year ending June 30, 2026. The press release is furnished as Exhibit 99.1 and, along with the 8-K disclosure, is designated as "furnished" rather than "filed" under the Securities Exchange Act of 1934, meaning it is not automatically incorporated into other securities law filings unless specifically referenced.

Rhea-AI Summary

Phibro Animal Health Corporation declared a quarterly cash dividend of $0.12 per share on its Class A and Class B common stock. The dividend will be paid on March 25, 2026 to stockholders who are on record as of the close of business on March 4, 2026.

This cash dividend provides shareholders with a direct cash return based on the number of shares they hold on the record date.

Rhea-AI Summary

Phibro Animal Health Corporation is planning a leadership transition. Jack C. Bendheim, currently Chairman, Chief Executive Officer and President, will resign from the CEO and President roles effective July 1, 2026, and move into a new managerial position as Executive Chairman. He will remain Chairman of the Board and continue to provide strategic oversight and work with the executive team.

On that same date, Daniel (Dani) Bendheim, age 53 and currently Executive Vice President, Corporate Strategy, will become Chief Executive Officer and President. He has been with the company since 1997, has held multiple senior roles including President of Performance Products, and has served on the Board since November 2013. Dani Bendheim is Jack Bendheim’s son and part of the Bendheim family investment vehicle BFI Co., LLC. Both Jack and Dani Bendheim are expected to enter into new or amended employment agreements before the transition becomes effective.

Rhea-AI Summary

Phibro Animal Health (PAHC) furnished a press release announcing operating results for the fiscal quarter ended September 30, 2025 and financial guidance for the fiscal year ending June 30, 2026 as Exhibit 99.1.

At the November 4, 2025 annual meeting, holders representing 97.3% of voting power were present, including 14,543,375 Class A shares and 20,166,034 Class B shares as of the September 12, 2025 record date. All three director nominees were elected. The advisory vote on executive compensation passed with 213,516,403 votes for, 1,184,154 against, and 20,495 abstentions, with 1,482,663 broker non-votes. Stockholders advised a three-year frequency for future say‑on‑pay votes, with 202,618,936 votes for three years. The selection of PwC as independent auditor for fiscal 2026 was ratified with 214,368,092 votes for, 1,824,908 against, and 10,713 abstentions; there were no broker non‑votes.

Rhea-AI Summary

Phibro Animal Health Corporation declared a quarterly cash dividend of $0.12 per share on its Class A and Class B common stock. The dividend is payable on December 17, 2025 to stockholders of record at the close of business on November 26, 2025.

The company announced the dividend via a press release filed as Exhibit 99.1.

Rhea-AI Summary

Phibro Animal Health Corporation filed a Form 8-K stating that on August 27, 2025 it issued a press release with its operating results for the fourth quarter and fiscal year ended June 30, 2025, along with financial guidance for the fiscal year ending June 30, 2026. The press release is furnished as Exhibit 99.1. The company notes that this information is being furnished, not filed, under the Securities Exchange Act of 1934, so it is not automatically incorporated into other Securities Act or Exchange Act filings unless specifically referenced.