Balchem/$BCPC

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About Balchem

Balchem Corp is engaged in the development, manufacture, and marketing of specialty performance ingredients and products for various industries. The company's reportable segments are; Human Nutrition and Health, which generates maximum revenue, and provides human-grade choline nutrients and mineral amino acid chelated products through this segment for nutrition and health applications; Animal Nutrition and Health, which provides nutritional products derived from its microencapsulation and chelation technologies in addition to the essential nutrient choline chloride; and the Specialty Products segment includes re-packaging and distributing several performance gases and chemicals. Geographically, the company derives its key revenue from the United States and the rest from foreign countries.
Ticker
$BCPC
Sector
Materials
Primary listing
NASDAQ
Employees
1,379

Balchem Metrics

BasicAdvanced
$5.4B
33.57
$5.08
0.81
$0.96
0.56%

What the Analysts think about Balchem

Analyst ratings (Buy, Hold, Sell) for Balchem stock.
Analyst projections of the future price of Balchem stock.

Bulls say / Bears say

Record consolidated Q2 2026 net sales of $284.0 million (up 11.2% year-over-year), GAAP net earnings of $44.6 million (up 16.6%), and adjusted EBITDA of $77.9 million (up 12.6%), driven by broad-based segment growth (SEC)
Strong balance sheet featuring net debt of $88.8 million and a net leverage ratio of 0.3 times trailing twelve-month adjusted EBITDA, underpinning financial flexibility for strategic investments (SEC)
Amendment of revolving credit facility on July 24, 2026, increased borrowing capacity from $550 million to $650 million and extended maturity to July 24, 2031, enhancing liquidity for growth, innovation, and M&A (SEC)
Higher manufacturing input costs, driven by global inflation and geopolitical tensions, led to modest margin compression across all segments in Q2 2026, partially offsetting revenue gains (SEC)
Heavy reliance on the Human Nutrition & Health segment—which generated $176.9 million or 62% of Q2 2026 sales—exposes Balchem to potential volatility in consumer nutrition demand (SEC)
Volatility in ethylene oxide prices—up approximately 18% year-over-year in Q1 2025—highlights ongoing raw material cost risks that could further pressure margins if costs cannot be fully passed through (MatrixBCG)
Data summarised monthly by Lightyear AI. Last updated on 31 Aug 2026.

Balchem Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Balchem Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
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