Balchem is executing a compelling growth strategy, with revenue accelerating to 11.2% YoY in 2026Q2 and operating margin expanding to 20.9% from 19.6% two years prior. The company's fortress balance sheet, evidenced by a debt-to-equity ratio of 0.13 and intere...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 11.2% YoY in 2026Q2, with gross margin expanding to 36.5% and operating margin reaching 20.9%, reflecting strong pricing power and operating leverage.
BCPC is rated a Buy with a $176 average price target, indicating positive analyst sentiment.
The stock is trading 11.8% below its 52-week high, presenting a potential buying opportunity.
Balchem provides comprehensive financial reports and corporate strategy insights, fostering investor confidence.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 31, 2026 | $1.40+10.2% vs $1.27 | $284M+5.8% vs $269M |
Q2 2026 Apr 30, 2026 | $1.25-6.0% vs $1.33 | $271M+1.6% vs $267M |
Q1 2026 Feb 20, 2026 | $1.31+1.6% vs $1.29 | $264M+1.6% vs $260M |
Q4 2025 Oct 21, 2025 | $1.35-0.7% vs $1.36 | $268M+3.1% vs $260M |
MONTVALE, N.J., Sept. 09, 2026 (GLOBE NEWSWIRE) -- Balchem Corporation (NASDAQ: BCPC), a global specialty ingredient manufacturer for health and nutrition markets, announced they will participate in the 9th Annual Wells Fargo Consumer Conference on September 23, 2026.
Balchem Corporation posted Q2 results, with EPS of $1.49 beating estimates by $0.07, while surpassing the consensus by $15M and was up 11% YoY. All areas of the business posted impressive results, as the minimum revenue growth for a segment was 8.9%, while the peak was 15% in Animal Nutrition & Health. The stock appears to be trading for a ~9% discount to its fair value right now based on my FCF valuation model.
Balchem Corporation (BCPC) Q2 2026 Earnings Call Transcript
West Pharmaceuticals stock moved higher following another quarter of broad-based growth, driven by continued demand for high-value biologics packaging and proprietary delivery components. Tyler Technologies underperformed during the quarter despite delivering solid financial results that met management's guidance. We were attracted to Knowles' accelerating organic growth, expanding margins, and exposure to several attractive long-term secular trends.
Benchmark BCPC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Balchem Corp (BCPC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $168.40 | $5.41B | 35.45 | 8.75% | 14.93% | 12.86% | 0.52% | |
| $97.91 | $6.17B | 8.76 | -2.84% | 8.21% | 13.41% | — | |
| $85.79 | $21.9B | -58.76 | -5.17% | 2.91% | 2.05% | — | |
| $41.24 | $3.78B | 46.34 | 0.61% | 5.16% | 7.13% | — | |
| $124.55 | $2.6B | 31.85 | 11.21% | 7.29% | 15.3% | — | |
| $96.08 | $2.37B | 20.57 | -3.65% | 6.6% | 9.1% | — |
Balchem Corp (BCPC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Balchem Corp (BCPC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 31, 2026·SEC
Jul 27, 2026·SEC
Jun 22, 2026·SEC
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Balchem Corp (BCPC) stock FAQ — growth, dividends, profitability & financials explained
Balchem Corp (BCPC) reported $1.09B in revenue for fiscal year 2025. This represents a 4013% increase from $26.4M in 1996.
Balchem Corp (BCPC) grew revenue by 8.8% over the past year. This is steady growth.
Yes, Balchem Corp (BCPC) is profitable, generating $164.4M in net income for fiscal year 2025 (14.9% net margin).
Yes, Balchem Corp (BCPC) pays a dividend with a yield of 0.52%. This makes it attractive for income-focused investors.
Balchem Corp (BCPC) has a return on equity (ROE) of 12.9%. This is reasonable for most industries.
Balchem Corp (BCPC) generated $171.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
