Balchem Corp
NASDAQ:BCPC

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Balchem Corp
NASDAQ:BCPC
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Price: 158.71 USD 1.75% Market Closed
Market Cap: 5.1B USD

Balchem Corp
Investor Relations

In the world of specialty chemicals, Balchem Corp. has quietly but powerfully carved a distinguished niche. Founded in 1967, this company has grown from its humble beginnings to become a major player by focusing on innovation and strategic expansion. Balchem operates through three key segments: Human Nutrition & Health, Animal Nutrition & Health, and Specialty Products. Each segment speaks to a broader narrative of how the company intertwines science with industry needs. At the heart of its operations is the use of advanced encapsulation technology, which involves coating sensitive ingredients to enhance their stability and effectiveness. This core competency is particularly crucial in the nutrition categories, where the company's products improve the shelf life and efficacy of vitamins, minerals, and supplements.

The company’s revenue model is built on providing tailored solutions that address specific challenges within various industries. In the Human Nutrition & Health sector, Balchem supplies nutrient delivery systems to some of the most well-known dietary supplement brands, essentially helping them refine product quality and meet consumer expectations for efficacy. Meanwhile, in the Animal Nutrition & Health division, Balchem develops solutions that help improve the performance and health of livestock, which is harmoniously aligned with the global push towards more sustainable agricultural practices. The Specialty Products division rounds out Balchem’s portfolio, catering to industrial markets, including oil and gas, by providing advanced chemical solutions. Through these segments, Balchem generates income by continually expanding its portfolio of patented technologies and forming long-term partnerships with clients across the globe, ensuring its growth in an ever-evolving market.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 21, 2025
AI Summary
Q3 2025

Record Quarter: Balchem delivered record sales, earnings from operations, adjusted EBITDA, net income, and EPS in Q3 2025, with growth across all business segments.

Strong Top & Bottom Line: Quarterly revenue reached $268 million, up 11.5% year-over-year, and net income climbed 19.1% to $40 million.

Human Nutrition Momentum: Human Nutrition & Health led growth, with sales up 14.3% and continued benefits from consumer trends toward better-for-you foods.

Animal & Specialty Growth: Animal Nutrition & Health and Specialty Products also saw year-over-year growth, supported by improved market conditions and geographic expansion.

Tariff Management: Management said the company successfully offset the impact of tariffs and expects to manage future trade challenges effectively.

Long Runway: Management emphasized significant remaining market penetration opportunity, particularly for nutrient and mineral portfolios.

Positive Outlook: The outlook for the remainder of 2025 remains positive, with ongoing investment in capacity and scientific research.

Key Financials
Revenue
$268 million
Earnings from Operations
$55 million
Net Income
$40 million
Diluted EPS
$1.24
Gross Margin
$95 million
Gross Margin Percentage
35.7%
Operating Expenses
$41 million
Net Debt
$89 million
Leverage Ratio (Net Debt Basis)
0.3
Effective Tax Rate
22.6%
Cash Flow from Operations
$66 million
Free Cash Flow
$51 million
Cash on Balance Sheet
$65 million
Human Nutrition & Health Sales
$174 million
Animal Nutrition & Health Sales
$56 million
Specialty Products Sales
$36 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Theodore L. Harris
Chairman, CEO & President
No Bio Available
Mr. Martin Luther Reid
Senior VP & Chief Supply Chain Officer
No Bio Available
Mr. Frederic Boned
Senior VP and GM of Human Nutrition & Health
No Bio Available
Mr. William A. Backus CPA
VP & Chief Accounting Officer
No Bio Available
Mr. Michael R. Sestrick Ph.D.
Senior VP & CTO
No Bio Available
Mr. Jonathan H. Griffin
Senior Vice President of Corporate Development
No Bio Available
Mr. M. Brent Tignor
Senior VP & Chief Human Resources Officer
No Bio Available
Mr. Job L. van Gunsteren
Senior VP & GM of Specialty Products
No Bio Available

Contacts

Address
NEW YORK
New Hampton
52 Sunrise Park Rd
Contacts
+18453265600.0
www.balchem.com