Balchem Corp.

BCPC · Nasdaq · ·

Compare

$173.30-0.2%Nov 11 close

Figures through September 30, 2026, from the 10-Q filed October 23, 2026

1W: -0.6%
1M: +2.1%

Balchem Corp. (BCPC) stock — is it a good business? — InspectStocks

Balchem Corp.

BCPC · Nasdaq · ·

Compare

$173.30-0.2%Nov 11 close

Figures through September 30, 2026, from the 10-Q filed October 23, 2026

1W: -0.6%
1M: +2.1%

Just reported

Q3 2026 results

From Balchem's results release of October 23, 2026; its quarterly report has since been filed.

Revenue
Actual
$290.7M
+8.6% y/y
+2.3% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$1.46
+18% y/y
+5.0% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$62.4M
+14% y/y
+5.4% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Keep exploring

The themes Balchem is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

Highest-graded in Specialty Chemicals

Graded A or B and worth $2B or more: A first, then the largest.

All 60 graded companies in its industry

Grade rose recently in Materials

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

How it makes money

Human nutrition and health ingredients, including choline, mineral ingredients, vitamin K2, and food ingredients63%
Animal nutrition and health ingredients, including choline chloride and protected nutrients for animal feed23%
Specialty products, including sterilizing and fumigating gases and chelated minerals for crops14%

Shares of revenue are estimates for six months ended June 30, 2026, not figures from a filing.

Competes with

ADMArcher-Daniels-Midland
D
Size
$33.8B
Margin
3.0%
BASFYBASF
DSFIYdsm-firmenich
Kemin Industries

What it sells6

Human nutrition ingredients
Choline, mineral amino acid chelates, vitamin K2, and methylsulfonylmethane used in nutrition products and supplements.
Food and drink ingredients
Custom powders, flavor and dairy bases, cereal ingredients, and other ingredients used in products such as baked goods, drinks, dairy foods, and meat.
Microencapsulated ingredients
Ingredients enclosed in a protective coating to help them work during food processing or deliver nutrients in feed and other products.

Show 3 more

Animal feed nutrients
Choline chloride, chelated minerals, and protected nutrients used in feed for livestock, poultry, pets, and other animals.
Performance gases and chemicals
Ethylene oxide for sterilizing medical devices, propylene oxide for treating some foods and other uses, and ammonia for refrigeration and industrial uses.
Metalosate crop nutrients
Minerals bound to amino acids and applied to crop leaves to address mineral deficiencies in high-value crops.

Who buys it5

Human nutrition and supplement manufacturers buying ingredients for products such as supplements and fortified foods.
Food and drink manufacturers buying ingredients and customized mixes for products including baked goods, dairy foods, beverages, and meat.
Animal feed customers serving poultry, swine, dairy, pet, and other animal markets.

Show 2 more

Medical-device manufacturers and contract sterilizers buying ethylene oxide and sterilization canisters.
Farmers and growers of high-value crops buying chelated mineral nutrients, directly or through sales channels.

What it stands on, and what could break it

What the business leans on

1Manufacturing depends on raw materials sourced from domestic and international suppliers, including minerals, metals, agricultural goods, and petrochemicals.
2Sales of ethylene oxide and propylene oxide depend on regulatory registrations, permits, and rules governing their use.
3The performance-gas business depends on specialized reusable drums and cylinders and on filling facilities to package and distribute its products.
4Some pharmaceutical products are made at contracted manufacturing facilities, whose operations and changes may require regulatory approval.

What could go wrong

1Changes to rules governing ethylene oxide could limit how customers sterilize medical devices or add requirements that affect customers and Balchem's sales.
2Shortages or higher prices for raw materials, shipping disruptions, geopolitical tensions, and changing tariffs can affect manufacturing costs and supply.
3Production depends on the reliability of manufacturing facilities; interruptions could disrupt the supply of ingredients and specialty products to customers.

Full financial statements →

About Balchem Corp.

Balchem makes ingredients used in human nutrition, food and drinks, animal feed, and plant nutrition. It also distributes gases and chemicals, including ethylene oxide used to sterilize medical devices and propylene oxide used to treat some foods. It sells through its own sales team, distributors, and sales agents.

Head office: Montvale, New Jersey, United States
Founded: 1967
Employees: 1,379 (June 30, 2026, high)
Listed on: Nasdaq Global Select Market
Financial year ends: December 31

Built from Balchem Corp.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Just reported

Q3 2026 results

From Balchem's results release of October 23, 2026; its quarterly report has since been filed.

Revenue
Actual
$290.7M
+8.6% y/y
+2.3% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$1.46
+18% y/y
+5.0% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$62.4M
+14% y/y
+5.4% q/q
Guided
—
No guide given