PAHC Earnings
Wednesday, May 06 2026
EPS Estimate
$0.71
$0.70 – $0.73
Revenue Estimate
$367M
Current Price
$56.51
Our Position
bullish · highQ2 beat and raised FY26 guidance on MFA integration
structured data
est. revisions falling
(-2.5pp / 30d)
The combination of organic momentum and margin accretion from the MFA integration demonstrates the acquisition thesis is working. Raising guidance mid-cycle signals management confidence in sustained momentum, not a one-quarter pop.
Watch: Monitor FY26 net income realization against the raised guidance—margin expansion from pricing resets is key to justifying the upward revision. Watch for any slowdown in segment growth rates in H2 as pricing leverage saturates.
Data Signal Summary
1 bullish
3 bearish
Insider selling cluster
Put/call 2.5 (bearish skew)
Analysts: bullish
Price downtrend
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
downtrend
From 52w High
-5.2%
P/E Ratio
24.2
Est. Revisions (30d)
+0.1% 2up/0dn
Analyst Target (mean)
$51 $38–$62 -9%
Options P/C Ratio
2.50
Est. Dispersion
4% 5 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, D.E. Shaw, Citadel, Two Sigma
Recent Activity
insider trades
54 transactions
Other
·
BENDHEIM JACK C (Chief Executive Officer)
·100,000 shares
Sell
·
BENDHEIM JACK C (Chief Executive Officer)
·21,120 shares
·$1,166,105
Sell
·
BENDHEIM JACK C (Chief Executive Officer)
·22,880 shares
·$1,198,818
Sell
·
BENDHEIM JACK CLIFFORD (Chief Executive Officer)
·5,280 shares
·$258,245
Other
·
BENDHEIM JACK CLIFFORD (Chief Executive Officer)
·100,000 shares
49 more
Sell
·
BENDHEIM JACK C
·21,120 shr
·$1,103,938
Sell
·
BENDHEIM JACK C
·14,080 shr
·$715,775
Sell
·
BENDHEIM JACK C
·14,080 shr
·$727,646
Sell
·
BENDHEIM JACK C
·72,198 shr
·$3,737,711
Other
·
DAVID GLENN C
·30,000 shr
Sell
·
BENDHEIM JACK C
·110,842 shr
·$5,362,103
Other
·
BENDHEIM JACK C
·185,000 shr
Sell
·
BENDHEIM JACK C
·13,180 shr
·$545,473
Other
·
BENDHEIM JACK C
·30,000 shr
Sell
·
BENDHEIM JACK C
·13,465 shr
·$540,037
Other
·
BENDHEIM JACK CLIFFORD
·30,000 shr
Sell
·
BENDHEIM JACK CLIFFORD
·1,235 shr
·$50,084
Sell
·
BENDHEIM JACK C
·27,845 shr
·$1,164,547
Sell
·
BENDHEIM JACK C
·14,134 shr
·$569,753
Other
·
BENDHEIM JACK C
·20,000 shr
Sell
·
BENDHEIM JACK C
·213 shr
·$8,554
Sell
·
BENDHEIM JACK C
·328 shr
·$13,149
Sell
·
BENDHEIM JACK C
·5,752 shr
·$235,405
Sell
·
BENDHEIM JACK C
·4,808 shr
·$192,781
Sell
·
BENDHEIM JACK CLIFFORD
·7,040 shr
·$288,607
Sell
·
BENDHEIM JACK C
·7,040 shr
·$296,376
Sell
·
BENDHEIM JACK C
·12,320 shr
·$541,674
Sell
·
BENDHEIM JACK CLIFFORD
·3,520 shr
·$147,002
Sell
·
BENDHEIM JACK CLIFFORD
·10,560 shr
·$466,631
Other
·
BENDHEIM JACK CLIFFORD
·55,000 shr
Sell
·
BENDHEIM JACK C
·30,337 shr
·$1,365,393
Other
·
BENDHEIM JACK C
·15,000 shr
Sell
·
BENDHEIM JACK C
·41,823 shr
·$1,885,618
Sell
·
BENDHEIM JACK C
·7,040 shr
·$296,778
Other
·
BENDHEIM JACK C
·25,000 shr
Sell
·
BENDHEIM JACK C
·10,560 shr
·$437,487
Sell
·
BENDHEIM JACK C
·18,899 shr
·$765,941
Other
·
BENDHEIM JACK C
·50,000 shr
Sell
·
BENDHEIM JACK C
·16,775 shr
·$677,198
Sell
·
BENDHEIM JACK C
·20,664 shr
·$834,412
Sell
·
BENDHEIM JACK C
·7,022 shr
·$282,732
Sell
·
BENDHEIM JACK C
·21,120 shr
·$857,313
Award
·
DAVID GLENN C
·4,845 shr
Award
·
ESCUDERO LISA ANN
·2,152 shr
Award
·
ANDOLINO ANTHONY
·1,793 shr
Award
·
BENDHEIM JACK CLIFFORD
·16,840 shr
Award
·
BENDHEIM JONATHAN
·3,268 shr
Award
·
WEINSTEIN JUDITH
·3,447 shr
Award
·
MILLER LARRY LEE
·5,184 shr
Award
·
BENDHEIM DANIEL M
·3,964 shr
Buy
·
CORCORAN E. THOMAS
·5,000 shr
·$110,500
Buy
·
CORCORAN E. THOMAS
·5,000 shr
·$100,100
Sell
·
BENDHEIM JACK CLIFFORD
·14,080 shr
·$756,834
Sell
·
BENDHEIM JACK C
·21,120 shr
·$1,201,595
analyst ratings
1 rating
Citigroup
·init
→Neutral
6d ago
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