Jun 2026 (Q2 FY26) — Jul 31, 2026
Balchem Q2 FY26 — Record Performance Driven by Broad-Based Growth
Read the full callBalchem (BCPC) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Balchem earnings: last reported Fri, 31 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 284 | +11.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 20.9 | +0.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 44.6 | +16.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
6 of 7 judged targets kept · 2 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Consolidated top and bottom line growth | continued top and bottom line growth | Dec 2025 | And we remain confident in our ability to drive continued growth and margin performance going forward. | On Track |
| Consolidated top and bottom line growth | top and bottom line growth | Dec 2024 | Ghosted |
1 of BALCHEM CORP's 9 targets was missed. See which ones, and which are quietly gone. The 2 above are the free sample; 7 more targets are in the full ledger.
Claimed
- Record quarterly consolidated sales of $284 million, an increase of 11.2% versus prior year.
- Record quarterly adjusted EBITDA of $78 million, an increase of 12.6%.
- Record quarterly adjusted net earnings of $48 million, an increase of 15.7%, translating to $1.49 per diluted share, up 17.3%.
- Achieved 28th consecutive quarter of year-over-year growth in adjusted EBITDA.
- Refinanced revolving credit facility, increasing borrowing capacity from $550 million to $650 million and extending maturity to 2031.
Qualified
- Experienced higher input costs related to the conflict in the Middle East, which were partially offset by mitigating actions and operating leverage.
Price
$170.73 +0.12% · +$0.2
Performance +18.9% 1Y
1Y: $143.63 on 15 Oct 2025 → $170.73. High $183.26 (2 Mar 2026), low $143.63 (15 Oct 2025).
- Previous close
- $170.53
- 52-week range
- $143.63 – $183.26
- One year
- +17.28%
Overview
- Symbol
- BCPC
- Sector
- Materials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
6 of 7 judged targets kept · 2 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Consolidated top and bottom line growth | continued top and bottom line growth | Dec 2025 | And we remain confident in our ability to drive continued growth and margin performance going forward. | On Track |
| Consolidated top and bottom line growth | top and bottom line growth | Dec 2024 | Ghosted |
Claimed
- Record quarterly consolidated sales of $284 million, an increase of 11.2% versus prior year.
- Record quarterly adjusted EBITDA of $78 million, an increase of 12.6%.
- Record quarterly adjusted net earnings of $48 million, an increase of 15.7%, translating to $1.49 per diluted share, up 17.3%.
- Achieved 28th consecutive quarter of year-over-year growth in adjusted EBITDA.
- Refinanced revolving credit facility, increasing borrowing capacity from $550 million to $650 million and extending maturity to 2031.
Qualified
- Experienced higher input costs related to the conflict in the Middle East, which were partially offset by mitigating actions and operating leverage.
The full ledger
Open BALCHEM CORP’s full ledger
A free account opens 5 company ledgers a month. All 9 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 30, 2026
Balchem Q1 FY26 — Record Sales and Adjusted EBITDA Across All Segments
Read the full callEvery analysed call
Balchem earnings calls (BCPC)
Financials
What the filings say
Net profit, year on year: +17% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 240 | 240 | 251 | 255 | 268 | 264 | 271 | 284 |
| Operating profit | 48 | 47 | 51 | 51 | 55 | 52 | 56 | 59 |
| Operating margin | 20.0% | 19.8% | 20.4% | 20.1% | 20.4% | 19.8% | 20.6% | 20.9% |
| Other income | -4 | -3 | -3 | -2 | -3 | -2 | -3 | -1 |
| Profit before tax | 44 | 44 | 48 | 49 | 52 | 50 | 53 | 58 |
| Tax rate | 22.9% | 24.5% | 22.7% | 21.9% | 22.6% | 21.6% | 23.3% | 22.8% |
| Net profit | 34 | 34 | 37 | 38 | 40 | 39 | 40 | 45 |
| EPS ($ per share) | 1.05 | 1.05 | 1.14 | 1.18 | 1.25 | 1.23 | 1.26 | 1.40 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Reserves | 528 | 591 | 657 | 732 | 814 | 897 | 997 | 1,121 |
| Total liabilities | 290 | 412 | 338 | 322 | 686 | 543 | 425 | 429 |
| Fixed assets | 191 | 217 | 228 | 238 | 271 | 276 | 282 | 307 |
| Total assets | 981 | 1,156 | 1,166 | 1,199 | 1,625 | 1,597 | 1,575 | 1,686 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 119 | 124 | 150 | 161 | 139 | 184 | 182 | 217 |
| Cash from investing | -32 | -156 | -35 | -35 | -416 | -35 | -60 | -44 |
| Cash from financing | -71 | 43 | -101 | -102 | 247 | -153 | -134 | -153 |
| Net cash flow | 14 | 11 | 19 | 19 | -37 | -2 | -15 | 25 |
| Capital expenditure | -19 | -26 | -32 | -36 | -49 | — | — | — |
| Free cash flow | 100 | 99 | 118 | 124 | 89 | — | — | — |
BCPC revenue by segment
Human Nutrition and Health shrank from 63% to 62% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Human Nutrition and Health | 63% | 61% | 63% | 63% | 65% | 63% | 63% | 62% | +10.0% |
| Animal Nutrition and Health | 22% | 24% | 23% | 22% | 21% | 23% | 23% | 23% | +15.0% |
| Specialty Products | 14% | 14% | 13% | 15% | 13% | 13% | 13% | 14% | +8.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- US 72% ↓ 4 pt
- Non Us 28% ↑ 4 pt
As BCPC cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
57 filings between Oct 20, 2025 and Feb 12, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$2.34M
5 sales by 3 insiders
Compensation
not trading decisions- 24
- Award — granted as compensation
- 3
- Option exercise — converted options into shares
- 25
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Fischer David B | — | $1.23M | Dec 3, 2025 |
| van Gunsteren Job Leonard | — | $919.7K | Dec 4, 2025 |
| Reid Martin Luther | — | $185.3K | Nov 11, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Feb 12, 2026 | Harris Theodore L Chairman, President & CEO | Tax withheld | 844 | $149.8K |
| Feb 12, 2026 | Reid Martin Luther SVP Chief Supply Chain Officer | Tax withheld | 116 | $20.6K |
| Feb 12, 2026 | Backus William A. VP & Chief Accounting Officer | Tax withheld | 70 | $12.4K |
| Feb 12, 2026 | Miyata Hatsuki EVP, CLO, & Secretary | Tax withheld | 181 | $32.1K |
| Feb 12, 2026 | Boned Frederic SVP/GM, Human Nutri. & Health | Tax withheld | 203 | $36.0K |
| Feb 12, 2026 | Tignor Michael Brent SVP & Chief HR Officer | Tax withheld | 165 | $29.3K |
| Feb 12, 2026 | Bengtsson Carl Martin EVP & Chief Financial Officer | Tax withheld | 302 | $53.6K |
| Feb 12, 2026 | van Gunsteren Job Leonard SVP and GM, Specialty Products | Tax withheld | 58 | $10.3K |
| Feb 11, 2026 | Bengtsson Carl Martin EVP & Chief Financial Officer | Tax withheld | 2,416 | $431.7K |
| Feb 11, 2026 | Miyata Hatsuki EVP, CLO, & Secretary | Award | 1,710 | $0 |
| Feb 11, 2026 | Miyata Hatsuki EVP, CLO, & Secretary | Award | 2,247 | $0 |
| Feb 11, 2026 | Miyata Hatsuki EVP, CLO, & Secretary | Tax withheld | 877 | $156.7K |
| Feb 11, 2026 | Tignor Michael Brent SVP & Chief HR Officer | Award | 1,200 | $0 |
| Feb 11, 2026 | Tignor Michael Brent SVP & Chief HR Officer | Award | 1,929 | $0 |
| Feb 11, 2026 | Tignor Michael Brent SVP & Chief HR Officer | Tax withheld | 991 | $177.1K |
| Feb 11, 2026 | Fischer David B Director | Award | 870 | $0 |
| Feb 11, 2026 | Boned Frederic SVP/GM, Human Nutri. & Health | Award | 2,247 | $0 |
| Feb 11, 2026 | Boned Frederic SVP/GM, Human Nutri. & Health | Tax withheld | 1,151 | $205.7K |
| Feb 11, 2026 | Backus William A. VP & Chief Accounting Officer | Award | 490 | $0 |
| Feb 11, 2026 | Backus William A. VP & Chief Accounting Officer | Award | 1,664 | $0 |
| Feb 11, 2026 | Backus William A. VP & Chief Accounting Officer | Tax withheld | 865 | $154.6K |
| Feb 11, 2026 | Graham George SVP and Chief R&D Officer | Award | 700 | $0 |
| Feb 11, 2026 | Harris Theodore L Chairman, President & CEO | Award | 7,350 | $0 |
| Feb 11, 2026 | Harris Theodore L Chairman, President & CEO | Award | 18,291 | $0 |
| Feb 11, 2026 | Harris Theodore L Chairman, President & CEO | Tax withheld | 9,358 | $1.67M |
| Feb 11, 2026 | Reid Martin Luther SVP Chief Supply Chain Officer | Award | 940 | $0 |
| Feb 11, 2026 | Reid Martin Luther SVP Chief Supply Chain Officer | Award | 2,359 | $0 |
| Feb 11, 2026 | Reid Martin Luther SVP Chief Supply Chain Officer | Tax withheld | 1,085 | $193.9K |
| Feb 11, 2026 | van Gunsteren Job Leonard SVP and GM, Specialty Products | Award | 430 | $0 |
| Feb 11, 2026 | van Gunsteren Job Leonard SVP and GM, Specialty Products | Award | 1,345 | $0 |
| Feb 11, 2026 | van Gunsteren Job Leonard SVP and GM, Specialty Products | Tax withheld | 756 | $135.1K |
| Feb 11, 2026 | Boned Frederic SVP/GM, Human Nutri. & Health | Award | 2,870 | $0 |
| Feb 11, 2026 | Fish Kathleen B Director | Award | 870 | $0 |
| Feb 11, 2026 | Knutson Daniel E Director | Award | 870 | $0 |
| Feb 11, 2026 | Rigaud Olivier Director | Award | 870 | $0 |
| Feb 11, 2026 | VICENTE MONICA Director | Award | 870 | $0 |
| Feb 11, 2026 | Wineinger Matthew David Director | Award | 870 | $0 |
| Feb 11, 2026 | Bengtsson Carl Martin EVP & Chief Financial Officer | Award | 3,610 | $0 |
| Feb 11, 2026 | Bengtsson Carl Martin EVP & Chief Financial Officer | Award | 4,718 | $0 |
| Feb 8, 2026 | Backus William A. VP & Chief Accounting Officer | Tax withheld | 322 | $55.8K |
| Feb 8, 2026 | Tignor Michael Brent SVP & Chief HR Officer | Tax withheld | 373 | $64.6K |
| Feb 8, 2026 | Bengtsson Carl Martin EVP & Chief Financial Officer | Tax withheld | 863 | $149.4K |
| Feb 8, 2026 | van Gunsteren Job Leonard SVP and GM, Specialty Products | Tax withheld | 258 | $44.7K |
| Feb 8, 2026 | Reid Martin Luther SVP Chief Supply Chain Officer | Tax withheld | 416 | $72.0K |
| Feb 8, 2026 | Boned Frederic SVP/GM, Human Nutri. & Health | Tax withheld | 430 | $74.5K |
| Feb 8, 2026 | Harris Theodore L Chairman, President & CEO | Tax withheld | 3,225 | $558.4K |
| Feb 8, 2026 | Miyata Hatsuki EVP, CLO, & Secretary | Tax withheld | 343 | $59.4K |
| Dec 4, 2025 | van Gunsteren Job Leonard SVP and GM, Specialty Products | Sale | 1,765 | $271.5K |
| Dec 4, 2025 | van Gunsteren Job Leonard SVP and GM, Specialty Products | Option exercise | 6,000 | $365.1K |
| Dec 4, 2025 | van Gunsteren Job Leonard SVP and GM, Specialty Products | Sale | 4,235 | $648.3K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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