Balchem Corp. (BCPC)
NASDAQ:BCPC
Want to see BCPC full AI Analyst Report?
Earnings Data
Report Date
Jul 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.31Last Year’s EPS
1.17Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple record financial metrics (revenue, adjusted EBITDA, adjusted EPS, gross margin dollars) and showcased broad-based growth across all three segments, strong cash generation, improved margins, sustainability achievements, and promising branded-ingredient progress (notably Vidacholine). Headwinds include emerging petrochemical-driven inflation, higher operating expenses tied to growth investments, and geopolitical-related supply-chain/freight risk that could cause modest margin compression in the near term. Overall, the positive operational and financial momentum, coupled with manageable leverage and clear strategic initiatives, outweigh the noted risks.Company Guidance
Record Consolidated Revenue and Sales Growth
Reported record Q1 consolidated net sales of $271.0M, up 8.1% year-over-year; ~2% of the sales growth was favorably impacted by foreign currency (stronger euro).
Record Profitability and EPS Expansion
Delivered record GAAP earnings from operations of $56.0M (up 9%), consolidated net income of $40.0M (up 8.7%), GAAP diluted EPS $1.25 (up 10.6%), and adjusted EPS $1.33 (up 9%).
Adjusted EBITDA and Margin Strength
Record adjusted EBITDA of $74.0M, a 12.1% increase year-over-year, with an adjusted EBITDA margin rate of 27.4%.
Gross Margin Expansion
Gross margin dollars of $101.0M, up 14.6%, and gross margin rate expanded to 37.3% of sales (up 210 basis points) driven by sales mix (higher-margin businesses growing faster), manufacturing efficiencies, and price/inflation management.
Segment-Level Growth Across All Businesses
Human Nutrition & Health sales $172M (up 8.3%) with segment OI $40M (up 5.4%); Animal Nutrition & Health sales $62M (up 8.6%) with segment OI $6M (up ~8.7%); Specialty Products sales $35M (up 4.4%) with segment OI $12M (up 24.5%). All three segments delivered year-over-year sales and earnings growth.
Cash Generation and Strong Balance Sheet Metrics
Operating cash flow of $40M, free cash flow of $34M, cash on hand of $73M, net debt $96M and net leverage of 0.3, and net interest expense down $1M to $2M.
Sustainability Milestone
Surpassed 2030 greenhouse gas target early: reduced scope 1 & 2 GHG emissions ~31% vs 2020 baseline (target was 25% by 2030); water withdrawal reduced ~16% vs 2020 baseline.
Continued Momentum in Branded Ingredients and Commercial Expansion
Branded ingredients (e.g., Vidacholine, K2 Vital, Opti MSM) account for ~40-50% of Human Nutrition & Health and are growing faster than other portfolio parts; Vidacholine received new peer-reviewed positive fMRI clinical data supporting cognitive benefits in postmenopausal women, supporting expansion into larger adult cognition markets.
Long Track Record of Margin Growth
Delivered the 27th consecutive quarter of year-over-year growth in adjusted EBITDA, demonstrating consistent operational performance across a volatile multi-year environment.
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 |
|---|---|---|---|
Apr 30, 2026 | $173.33 | $161.62 | -6.76% |
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% |
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 Corp. (BCPC) report earnings?
Balchem Corp. (BCPC) is schdueled to report earning on Jul 24, 2026, Before Open (Confirmed).
What is Balchem Corp. (BCPC) earnings time?
Balchem Corp. (BCPC) earnings time is at Jul 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?
BCPC EPS forecast for the fiscal quarter 2026 (Q2) is 1.31.