Balchem's revenue growth has re-accelerated to an average of roughly 9.4% year-over-year over recent quarters, up from 1.2% in mid-2024, while net margin expanded from 13.7% to 16.1% and operating income grew approximately 36% versus 24% revenue growth since mid-2024, suggesting durable pricing power and operating…
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 has doubled to an average of approximately 9.4% year-over-year with gross margin at 36.4% and net margin expanding to 16.1% as of 2026Q3, though the 2025Q4 SG&A anomaly of $4.1 million versus a typical $33-40 million range distorts trailing margin comparisons and warrants scrutiny.
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 23, 2026 | $1.57+9.8% vs $1.43 | $291M+0.5% vs $289M |
Q3 2026 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 |
Despite the Federal Reserve's decision to raise interest rates in September 2026, inflation crept up again that month, with the Consumer Price Index rising 0.6% compared to 0.4% in August. Not all goods—and therefore not all companies—will experience the same impact, and energy and gasoline prices have been among the fastest to rise.
Balchem posted strong sales growth of 8.6% during the quarter and free cash flow of $57.9 million. BCPC's business is great—growing earnings, low borrowings, and continuous share buybacks. My DCF valuation states the stock should be priced at roughly $88. The current price of $177 reflects an overvaluation of roughly 50%.
Third-quarter net sales rose 8.6% year over year to $291 million. Human nutrition and health segment sales increased 8.1% to $188 million.
Balchem Corporation (BCPC) Q3 2026 Earnings Call Transcript
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 |
|---|---|---|---|---|---|---|---|
| $174.43 | $5.6B | 32.70 | 8.75% | 15.41% | 13.21% | 0.5% | |
| $91.72 | $5.78B | 10.38 | -2.84% | 7.83% | 12.55% | 3.53% | |
| $82.62 | $21.09B | 107.19 | -5.17% | 2.11% | 1.4% | 1.93% | |
| $45.47 | $4.17B | 23.10 | 0.61% | 5.32% | 7.48% | 2.37% | |
| $150.95 | $3.15B | 36.56 | 11.21% | 7.53% | 15.86% | 0.5% | |
| $78.21 | $1.93B | 13.78 | -3.65% | 7.49% | 10.37% | 2.17% |
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)
Oct 23, 2026·SEC
Jul 31, 2026·SEC
Jul 27, 2026·SEC
Get notified when BCPC posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Balchem Corp (BCPC) stock FAQ — growth, dividends, profitability & financials explained
Balchem Corp (BCPC) reported $1.11B in revenue over the trailing twelve months. Revenue was $1.04B in fiscal year 2025. That is 3829% more than the $26.4M of fiscal year 1996.
Balchem Corp (BCPC) grew revenue by 9.4% over the trailing twelve months, compared with the twelve months before.
Yes. Balchem Corp (BCPC) earned $170.9M in net income over the trailing twelve months (a 15.4% net margin).
Yes. Balchem Corp (BCPC) pays a dividend that yields 0.50% at the current price, a small yield.
Balchem Corp (BCPC) had a return on equity (ROE) of 13.2% over the trailing twelve months. That is in line with the market's typical 10-15%.
Balchem Corp (BCPC) generated $207.6M in free cash flow over the trailing twelve months.
