The earnings call presented a strong financial performance with record revenues and growth across all segments. Positive developments include scientific advancements and strategic expansions, while challenges like increased operating expenses and global trade impacts were noted. Overall, the highlights significantly outweigh the lowlights, reflecting a robust positive sentiment.

Company Guidance

During the second quarter of 2025, Balchem Corporation reported record financial results, with consolidated revenue reaching $255 million, marking a 9.1% increase from the previous year. The company achieved a record GAAP earnings from operations of $51 million, a 12.3% rise, and a net income of $38 million, up 19.4%. This translated to a diluted net earnings per share of $1.17, an increase of $0.19. On an adjusted basis, Balchem's quarterly adjusted EBITDA was $69 million, an 11.2% increase, with a margin of 27.1%, up 50 basis points. The adjusted net earnings were $42 million, up 16.8%, equating to $1.27 per diluted share, a $0.18 increase. The company's Human Nutrition & Health segment saw record sales of $161 million, an 8.7% increase, while the Animal Nutrition & Health segment grew by 13.1% with sales of $56 million. Specialty Products also achieved record quarterly sales of $37 million, a 6% increase. The company announced plans to build a new $36 million manufacturing facility in New York to double its microencapsulation capacity. Balchem's effective tax rate for the quarter was 21.9%, and they ended the quarter with $65 million in cash and a net debt of $125 million.

Record-Breaking Revenue and Growth

Balchem reported record quarterly consolidated revenue of $255 million, which was 9.1% higher than the prior year quarter. Adjusted EBITDA reached a record $69 million, an increase of 11.2%, with an adjusted EBITDA margin of 27.1%, up 50 basis points from the prior year.

Strong Performance Across Segments

All three segments, Human Nutrition & Health, Animal Nutrition & Health, and Specialty Products, showed year-over-year sales and earnings growth. Human Nutrition & Health segment sales increased by 8.7%, Animal Nutrition & Health by 13.1%, and Specialty Products by 6%.

European Antidumping Duties

The European Commission announced provisional antidumping duties on Chinese choline of 95% to 120%, potentially boosting the Animal Nutrition & Health segment.

Scientific Advancements

Balchem's research pipeline includes over 20 active clinical studies with significant publications. Key studies include dietary choline's impact on Alzheimer's and OptiMSM's effects on oxidative stress in athletes.

Expansion Plans

Balchem announced plans to build a new $36 million manufacturing facility in Orange County, New York, which will more than double its microencapsulation capacity.

Balchem (BCPC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

BCPC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 24, 2025	2025 (Q3)	1.16 / -	1.03	―	―	―
Jul 31, 2025	2025 (Q2)	1.12 / 1.17	1.09	7.34% (+0.08)
Apr 24, 2025	2025 (Q1)	1.04 / 1.13	1.03	9.71% (+0.10)
Feb 21, 2025	2024 (Q4)	1.05 / 1.03	0.95	8.42% (+0.08)
Oct 25, 2024	2024 (Q3)	1.11 / 1.03	1.04	-0.96% (-0.01)
Jul 26, 2024	2024 (Q2)	1.03 / 1.09	1.06	2.83% (+0.03)
May 03, 2024	2024 (Q1)	0.98 / 1.03	0.94	9.57% (+0.09)
Feb 16, 2024	2023 (Q4)	0.93 / 0.95	0.94	1.06% (+0.01)
Oct 27, 2023	2023 (Q3)	0.97 / 1.04	1	4.00% (+0.04)
Jul 28, 2023	2023 (Q2)	0.84 / 1.06	1.07	-0.93% (-0.01)

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
Jul 31, 2025	$152.09	$152.47	+0.25%
Apr 24, 2025	$158.31	$154.20	-2.60%
Feb 21, 2025	$161.34	$163.73	+1.48%
Oct 25, 2024	$165.30	$170.57	+3.19%

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 Oct 24, 2025, Before Open (Confirmed).

What is Balchem Corp. (BCPC) earnings time?

Balchem Corp. (BCPC) earnings time is at Oct 24, 2025, 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 2025 (Q3) is 1.16.

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