Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

BALCHEM CORP
Next earnings Jul 29, 2026 · consensus $1.42 EPS, $274M rev
Last earnings -6.8% on 2026-04-30
High-quality specialty-ingredients compounder with low debt and accelerating earnings, but a 35x P/E leaves little upside.
Sources: SEC EDGAR (CIK 0000009326, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 8:59:20 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Fundamentals and price both look middling — no strong edge either way.
Balchem is a high-quality specialty-ingredients company (nutrition, animal health, food and pharma) with the consistent, defensive growth profile investors prize. FY2025 was strong: revenue grew 8.8% to $1.04B, gross margin expanded to 35.7%, operating income rose 14.4% to $209M (a healthy 20.2% operating margin), and net income jumped 20.5% to $155M with diluted EPS up 20.9% to $4.75. The multi-year record is steady and improving — net income has risen from $96.1M (FY2021) — and the operating leverage (earnings growing roughly 2.5x faster than revenue) reflects a richer product mix and pricing power in differentiated ingredients.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $799M | $942M | $922M | $954M | $1.04B |
| Gross profit | $243M | $280M | $302M | $336M | $371M |
| Operating income | $128M | $145M | $159M | $183M | $209M |
| Net income | $96.1M | $105M | $109M | $128M | $155M |
| Diluted EPS | $2.94 | $3.25 | $3.35 | $3.93 | $4.75 |
| Net margin | 12.0% | 11.2% | 11.8% | 13.5% | 14.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-02-12 | van Gunsteren Job Leonard SVP and GM, Specialty Products | Tax | 58.00 @ $177.49 | $10.3K |
| 2026-02-12 | Reid Martin Luther SVP Chief Supply Chain Officer | Tax | 116.00 @ $177.49 | $20.6K |
| 2026-02-12 | Harris Theodore L Chairman, President & CEO | Tax | 844.00 @ $177.49 | $150K |
| 2026-02-12 | Backus William A. VP & Chief Accounting Officer | Tax | 70.00 @ $177.49 | $12.4K |
| 2026-02-12 | Boned Frederic SVP/GM, Human Nutri. & Health | Tax | 203.00 @ $177.49 | $36.0K |
| 2026-02-12 | Tignor Michael Brent SVP & Chief HR Officer | Tax | 165.00 @ $177.49 | $29.3K |
| 2026-02-12 | Miyata Hatsuki EVP, CLO, & Secretary | Tax | 181.00 @ $177.49 | $32.1K |
| 2026-02-11 | van Gunsteren Job Leonard SVP and GM, Specialty Products | Award | 430.00 | |
| 2026-02-11 | van Gunsteren Job Leonard SVP and GM, Specialty Products | Award | 1.34K | |
| 2026-02-11 | van Gunsteren Job Leonard SVP and GM, Specialty Products | Tax | 756.00 @ $178.68 | $135K |
| 2026-02-11 | Reid Martin Luther SVP Chief Supply Chain Officer | Award | 940.00 | |
| 2026-02-11 | Reid Martin Luther SVP Chief Supply Chain Officer | Award | 2.36K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.