BCPC · Balchem Corp
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 31, 2026TL;DR. Balchem posted record Q2 2026 results with double-digit net sales and earnings growth across all three segments and refinanced its revolving credit facility to a larger $650M capacity maturing 2031. Animal Nutrition & Health led with 15% sales growth driven by both volume and pricing, helped by European anti-dumping duties that are restoring share.
- + Record consolidated Q2 results with net sales up 11.2% to $284.0M and adjusted EBITDA up 12.6% to $77.9M.
- + All three segments delivered sales and earnings growth, with Human Nutrition & Health record sales up 10.0% to $176.9M and Specialty Products record sales up 8.9% to $40.5M.
- + Refinanced and expanded revolving credit facility to $650M with maturity extended to July 2031, providing more capacity to fund growth and acquisitions.
- + Returned $29M to shareholders via buybacks in Q2 ($114M over trailing twelve months) and paid down net debt to $88.8M with leverage ratio of 0.3x.
- − GAAP gross margin only expanded 10 bps to 36.5% as higher manufacturing input costs partially offset sales growth and efficiencies.
- − Q2 effective tax rate rose to 22.8% from 21.9% in the prior-year quarter, due to lower tax benefits from stock-based compensation.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Chemicals — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BCPC
this stock
Balchem Corp
|
$5.33B | +6.7% | +13.6% | 32.8 | 1.9% |
|
LIN
Linde PLC
|
$216.61B | +10.1% | +3.0% | 30.3 | 1.3% |
|
AIQUF
L Air Liquide SA /Fi
|
$121.25B | -1.1% | — | — | 0.0% |
|
SHW
Sherwin Williams Co
|
$79.89B | -1.0% | +2.1% | 30.4 | 2.6% |
|
ECL
Ecolab Inc.
|
$78.35B | +3.3% | +2.2% | 37.5 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BCPC | -2.5% | -6.7% | -6.4% | -0.8% | +6.7% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | -2.1% | -6.6% | -18.9% | -1.0% | -5.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.