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Balchem Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $1.43 |
| EPS actual | $1.25 |
| EPS Surprise | -12.59% |
| Revenue estimate | 266.504M |
| Revenue actual | 270.709M |
| Revenue Surprise | 1.58% |
| Release date | Feb 20, 2026 |
| EPS estimate | $1.29 |
| EPS actual | $1.31 |
| EPS Surprise | 1.55% |
| Revenue estimate | 259.585M |
| Revenue actual | 263.617M |
| Revenue Surprise | 1.55% |
| Release date | Oct 21, 2025 |
| EPS estimate | $1.36 |
| EPS actual | $1.35 |
| EPS Surprise | -0.735% |
| Revenue estimate | 259.585M |
| Revenue actual | 267.558M |
| Revenue Surprise | 3.07% |
| Release date | Jul 31, 2025 |
| EPS estimate | $1.25 |
| EPS actual | $1.27 |
| EPS Surprise | 1.60% |
| Revenue estimate | 257.649M |
| Revenue actual | 255.467M |
| Revenue Surprise | -0.85% |
Last 4 Quarters for Balchem
Below you can see how BCPC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $152.47 |
| EPS estimate | $1.25 |
| EPS actual | $1.27 |
| EPS surprise | 1.60% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $148.82 |
| Jul 28, 2025 | $150.64 |
| Jul 29, 2025 | $152.75 |
| Jul 30, 2025 | $152.09 |
| Jul 31, 2025 | $152.47 |
| Aug 01, 2025 | $152.17 |
| Aug 04, 2025 | $155.39 |
| Aug 05, 2025 | $156.42 |
| Aug 06, 2025 | $160.00 |
| 4 days before | 2.45% |
| 4 days after | 4.94% |
| On release day | -0.197% |
| Change in period | 7.51% |
| Release date | Oct 21, 2025 |
| Price on release | $156.89 |
| EPS estimate | $1.36 |
| EPS actual | $1.35 |
| EPS surprise | -0.735% |
| Date | Price |
|---|---|
| Oct 15, 2025 | $143.63 |
| Oct 16, 2025 | $145.58 |
| Oct 17, 2025 | $147.59 |
| Oct 20, 2025 | $150.77 |
| Oct 21, 2025 | $156.89 |
| Oct 22, 2025 | $157.02 |
| Oct 23, 2025 | $156.78 |
| Oct 24, 2025 | $156.68 |
| Oct 27, 2025 | $154.51 |
| 4 days before | 9.23% |
| 4 days after | -1.52% |
| On release day | 0.0829% |
| Change in period | 7.58% |
| Release date | Feb 20, 2026 |
| Price on release | $171.30 |
| EPS estimate | $1.29 |
| EPS actual | $1.31 |
| EPS surprise | 1.55% |
| Date | Price |
|---|---|
| Feb 13, 2026 | $180.81 |
| Feb 17, 2026 | $179.50 |
| Feb 18, 2026 | $177.50 |
| Feb 19, 2026 | $175.00 |
| Feb 20, 2026 | $171.30 |
| Feb 23, 2026 | $175.68 |
| Feb 24, 2026 | $178.56 |
| Feb 25, 2026 | $179.62 |
| Feb 26, 2026 | $180.29 |
| 4 days before | -5.26% |
| 4 days after | 5.25% |
| On release day | 2.56% |
| Change in period | -0.288% |
| Release date | Apr 30, 2026 |
| Price on release | $161.62 |
| EPS estimate | $1.43 |
| EPS actual | $1.25 |
| EPS surprise | -12.59% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $173.78 |
| Apr 27, 2026 | $175.12 |
| Apr 28, 2026 | $177.28 |
| Apr 29, 2026 | $173.33 |
| Apr 30, 2026 | $161.62 |
| May 01, 2026 | $161.52 |
| May 04, 2026 | $162.10 |
| May 05, 2026 | $161.13 |
| May 06, 2026 | $161.38 |
| 4 days before | -7.00% |
| 4 days after | -0.148% |
| On release day | -0.0619% |
| Change in period | -7.14% |
Balchem Earnings Call Transcript Summary of Q1 2026
Balchem reported a strong start to 2026 with record Q1 results: revenue $271M (+8.1% YoY), GAAP operating income $56M (+9%), GAAP net income $40M (+8.7%), GAAP EPS $1.25 (+10.6%), adjusted EBITDA $74M (+12.1%) and adjusted EPS $1.33 (+9%). All three segments (Human Nutrition & Health, Animal Nutrition & Health, Specialty Products) showed year-over-year sales and earnings growth. Human Nutrition & Health (H&H) grew ~8.3%, driven by minerals/nutrients and food ingredients; branded products (e.g., VitaCholine, K2VITAL) account for roughly 40–50% of H&H and are a faster-growth mix. Animal Nutrition & Health grew ~8.6%, with improved monogastric and ruminant demand and continuing adoption of rumen-protected encapsulated nutrients; European monogastric recovery continues following antidumping measures. Specialty Products grew ~4.4%, led by Performance Gases and margin expansion. Gross margin expanded to 37.3% driven by mix and manufacturing efficiencies, though management expects some near-term margin rate pressure from petrochemical-based input inflation and Middle East-related supply/freight cost increases, which they plan to mitigate via supply-chain actions and pricing. Cash flow remained strong: operating cash flow $40M, free cash flow $34M, $73M cash on hand, net debt $96M (net leverage ~0.3x). Strategic highlights: a peer-reviewed fMRI study showing VitaCholine enhanced working-memory functional connectivity in post-menopausal women (supporting broader cognitive-health positioning), continued investment in consumer marketing and international expansion, and surpassed 2030 Scope 1/2 GHG reduction goals (31% vs 2020 baseline). Management reiterated confidence in delivering continued top- and bottom-line growth while monitoring geopolitical and inflationary risks.
