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Balchem (BCPC)
NASDAQ:BCPC
Earnings Data
Report Date
Apr 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
1.13Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial tone: Balchem reported multiple record metrics (sales, earnings from operations, adjusted EBITDA, free cash flow), delivered consistent quarter-over-quarter adjusted EBITDA growth, advanced strategic initiatives (international expansion, clinical pipeline, marketing partnerships, microencapsulation facility), and strengthened the balance sheet (lower net debt, repurchases, dividend increase). Challenges noted—higher manufacturing input costs compressing gross margin by ~40 bps, rising operating expenses, regulatory/tariff uncertainty, and remaining work on water reduction—are meaningful but framed as manageable by management through pricing, alternate supply chains, and strategic positioning. Overall, highlights substantially outweigh the lowlights.Company Guidance
Record Full-Year Financials
Full-year 2025 record sales of $1,037,000,000 (+8.8% YoY); record earnings from operations $209,000,000 (+14.4%); record adjusted EBITDA $275,000,000 (+9.8%); record free cash flow $174,000,000 while investing $43,000,000 in capital projects.
Strong Q4 Performance
Q4 2025 consolidated revenues $264,000,000 (+9.8% YoY); GAAP earnings from operations $52,000,000 (+10.2%); adjusted EBITDA $68,000,000 (+8.1%) with adjusted EBITDA margin 25.8%; consolidated net income $39,000,000 (+16.8%); diluted GAAP EPS $1.21 (+17.5%); adjusted net earnings $42,000,000 (mid-teens percent growth) translating to adjusted EPS $1.31.
Consistent Profitability Growth
Q4 marked Balchem’s 26th consecutive quarter of year-over-year adjusted EBITDA growth, demonstrating sustained margin and earnings expansion across cycles.
Human Nutrition & Health Momentum
Human Nutrition & Health Q4 sales $166,000,000 (+12.7% YoY); earnings from operations $37,000,000 (+8.9%); growth driven by both Nutrients and Food Ingredients & Solutions and tailwinds from better-for-you consumer trends.
Animal Nutrition & Health Recovery
Animal Nutrition & Health Q4 sales $61,000,000 (+4.9% YoY); earnings from operations $6,000,000 (+8.6%); ruminant business penetration increasing and European monogastric conditions showing early improvement after antidumping duties.
Specialty Products Growth
Specialty Products Q4 sales $35,000,000 (+6.0% YoY); earnings from operations $11,000,000 (+5.5%); Performance Gases and Plant Nutrition contributed to higher sales and geographic expansion progress.
Strong Cash, Lower Leverage and Active Capital Allocation
Q4 cash on hand $75,000,000; net debt down to $89,000,000 with net leverage ~0.3x; Q4 cash flows from operations $67,000,000; repurchased ~685,000 shares at an average ~$158 per share; dividend increased 10% to $0.96 (17th consecutive year of double-digit dividend growth).
Science, Clinical Pipeline and Marketing Investments
Over 20 active clinical studies and 18 publications in 2025; notable ongoing MD Anderson/UT/MIT choline study tied to APOE4/Alzheimer’s; strategic marketing partnerships (New York Jets for VitaCholine, Bayern Munich Women’s Team for K2VITAL) showing positive adoption and ROI; construction started on a microencapsulation facility in New York.
Sustainability Progress
2030 greenhouse gas target surpassed with ~31% reduction vs 2020 baseline; water withdrawal reduced ~16% vs 2020 baseline (progress toward 25% target).
Tariff and Supply Chain Resilience
Company navigated tariff and trade disruptions proactively: theoretical U.S. tariff exposure estimated at $20M was reduced to around $10M via alternate supply chains and pricing actions; minimal reliance on China and ~85% intra-regional sales/manufacturing model helped mitigate disruptions.
Favorable FX Impact in 2025
Foreign exchange (primarily USD/EUR) benefited 2025 growth by ~0.7% on a full-year basis and just over 1% in Q4, providing modest translational tailwind.
BCPC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BCPC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 20, 2026 | $175.00 | $171.30 | -2.11% |
Oct 21, 2025 | $149.85 | $155.93 | +4.06% |
Jul 31, 2025 | $151.16 | $151.54 | +0.25% |
Apr 24, 2025 | $157.34 | $153.26 | -2.60% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Balchem (BCPC) report earnings?
Balchem (BCPC) is schdueled to report earning on Apr 24, 2026, Before Open (Confirmed).
What is Balchem (BCPC) earnings time?
Balchem (BCPC) earnings time is at Apr 24, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BCPC EPS forecast?
Currently, no data Available