Balchem Corporation (BCPC) Stock: Posts Strong Q4 Gains as Revenue and Earnings Rise Across All Segments

TLDR

• Balchem beats in Q4 as sales jump 9.8% and earnings rise 16.8%
• Record 2025: $1.037B revenue, $154.8M profit, and $173.6M FCF
• Human Nutrition leads growth, while Animal and Specialty also advance
• EBITDA climbs to $274.9M as margins hold up despite higher input costs
• Low leverage at 0.3x and a higher dividend support the 2026 outlook

Balchem Corporation (BCPC) shares reported stronger fourth quarter results as net sales and earnings increased across its three operating segments. The company closed the session at $175.00, down 1.41%, after losing $2.50.  The latest financial release showed firm momentum as Balchem ended 2025 with record full-year revenue, earnings, and cash flow.

Balchem Corporation, BCPC
Balchem recorded fourth quarter net sales of $263.6 million and delivered 9.8% growth from the prior year. The company also achieved net earnings of $39.2 million, which reflected a 16.8% increase from last year. Adjusted EBITDA reached $67.9 million and supported higher operational output across the business.

The Human Nutrition and Health unit led the quarter with $166.1 million in sales and posted double-digit expansion. The Animal Nutrition and Health division also reported higher sales as market demand improved across species groups. The Specialty Products segment delivered increased performance gases revenue and produced steady operating growth.

Gross margin rose to $93.9 million and improved by $7.6 million from the prior period. Operating expenses reached $41.6 million and reflected higher compensation costs. Yet net interest expense declined because outstanding borrowings decreased and interest rates moderated.

Full-Year Revenue and Earnings Reach New Highs

Balchem generated full-year net sales of $1.037 billion and achieved an 8.8% increase from 2024. Net earnings totaled $154.8 million and advanced 20.5% because operating gains strengthened. Adjusted EBITDA reached $274.9 million and marked a 9.8% improvement year over year.

Cash flows from operations reached $216.6 million and supported a record free cash flow of $173.6 million. The company also expanded its balance-sheet flexibility through reduced leverage. Balchem increased its dividend as stronger operating performance supported continued capital returns.

Earnings per share rose to $4.75 on a GAAP basis and increased from $3.93. Adjusted earnings per share moved to $5.15 and advanced from $4.37. Balchem also reported steady progress across its strategic platforms and maintained output growth.

Segment Momentum Positions Company for 2026 Outlook

Human Nutrition and Health posted higher volumes because nutrients and food ingredient demand strengthened. Animal Nutrition and Health increased sales because ruminant and monogastric markets stabilized. Specialty Products advanced due to higher performance gases activity.

Operating income rose in every unit as favorable product mix and higher sales supported margins. Higher manufacturing input costs moderated the overall gross margin rate. The effective tax rate also moved lower because certain foreign tax expenses declined.

Balchem ended the year with $74.6 million in cash and held $164 million in revolving debt. Net debt reached $89.4 million, and leverage remained low at 0.3 times. The company prepared for 2026 with strengthened liquidity and steady expansion across priority growth areas.

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