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Balchem (BCPC) investor relations material
Balchem Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Record Q3 sales of $290.658M, GAAP net earnings of $46.728M and adjusted EBITDA of $80.3M; all three segments grew sales and operating earnings.
Adjusted EBITDA increased YoY for the 29th consecutive quarter, reflecting portfolio strength and resilience across market conditions.
Financial highlights
Q3 net sales rose 8.6% to $290.658M; operating earnings increased 14.4% to $62.437M, net earnings rose 16.0% to $46.728M and diluted EPS was $1.46.
Adjusted EBITDA grew 12.4% to $80.3M; adjusted net earnings rose 14.5% to $50.4M and adjusted diluted EPS increased 16.3% to $1.57.
Gross profit increased 10.7% to $105.714M; gross margin expanded 70 bps to 36.4%, with growth, favorable mix and manufacturing efficiencies partly offset by higher input costs.
9M sales rose 9.3% to $845.364M; net earnings increased 13.8% to $131.628M, adjusted EBITDA grew 12.4% to $232.5M and adjusted net earnings rose 12.6% to $141.4M.
9M diluted EPS was $4.09 and adjusted diluted EPS was $4.40, up from $3.54 and $3.84, respectively.
Outlook and guidance
Q4 is normally sequentially lower than Q3 due to seasonality; management expected healthy YoY growth to continue.
Human Nutrition & Health outlook remained positive; Animal Nutrition & Health management cited potential for further technology penetration and long-term growth.
Growth priorities include innovation, product launches, market penetration, geographic expansion, adjacent capabilities and targeted M&A.
- Record FY2023 adjusted EBITDA and free cash flow offset lower sales.BCPC
Q4 2023 - Record Q2 2026 sales, earnings, and cash flow with robust growth and expanded credit facility.BCPC
Q2 2026 - All management proposals passed, including board elections and auditor ratification.BCPC
AGM 2026 - Record Q1 2026 sales, earnings, and cash flow with growth across all segments and improved margins.BCPC
Q1 2026 - Virtual meeting to vote on directors, auditor, and executive pay set for June 18, 2026.BCPC
Proxy filing - Strong 2025 results, board elections, auditor ratification, and performance-based executive pay.BCPC
Proxy filing - Record sales, earnings, and cash flow growth, with increased dividends and strong global expansion.BCPC
Q4 2025 - Q3 2024 net earnings rose 16.4% on 4.3% higher sales, led by Human Nutrition & Health.BCPC
Q3 2024 - Record Q2 earnings and margin gains led by Human Nutrition & Health and Specialty Products.BCPC
Q2 2024
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