Balchem delivered broad-based growth across all segments with record results and strong cash generation. The consistent buyback activity and low leverage suggest management sees intrinsic value. Monitor the upcoming SupplySide Global trade show for pipeline updates on VitaCholine and other innovations.
Price Chart
Executive Summary
Balchem reported Q3 2026 adjusted EPS of $1.57, a 2.3% beat vs consensus of $1.53, on record net sales of $290.7M (+8.6% YoY). All three segments grew sales and earnings, with record consolidated net earnings and adjusted EBITDA. The company also repurchased ~$28M of stock in the quarter, signaling confidence.
Key Financial Metrics
Key Facts
- Q3 2026 adjusted EPS $1.57 vs consensus $1.53 (2.3% beat)
- Net sales $290.7M, +8.6% YoY, a record
- GAAP net earnings $46.7M, +16.0% YoY
- Adjusted EBITDA $80.3M, +12.4% YoY, a record
- All three segments (Human Nutrition, Animal Nutrition, Specialty Products) grew sales and earnings
- Free cash flow $57.9M in Q3
- Repurchased ~$28M of common stock in Q3; ~$127M over trailing twelve months
- Net debt $57.7M, leverage ratio 0.2x
Financial Impact
EPS beat of $0.04 (2.3%) on consensus $1.53; revenue beat of ~$1.5M vs $289.2M consensus; record quarterly sales and earnings
Risk Factors
- Higher manufacturing input costs partially offset margin gains
- Operating expenses increased due to higher compensation costs
- Forward-looking statements subject to macroeconomic and supply chain risks
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3387159 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | 8-K | $175.49 | awaiting T+20 | — | $177.00 (+0.86%) |
Oct 23, 2026 3d ago | Press Release | $175.49 | awaiting T+20 | — | $177.00 (+0.86%) |
Jul 31, 2026 12w ago | 8-K | $167.56 $178.44 | ▲ +6.50% | ▲ +3.51% | $177.00 (+5.64%) |
Jul 31, 2026 12w ago | Press Release | $167.56 $178.44 | ▲ +6.50% | ▲ +3.51% | $177.00 (+5.64%) |
Jul 24, 2026 13w ago | 8-K | $164.79 $177.50 | ▲ +7.71% | ▲ +4.41% | $177.00 (+7.41%) |
Jul 17, 2026 14w ago | Press Release | $163.35 $178.51 | ▲ +9.28% | ▲ +4.83% | $177.00 (+8.36%) |
May 20, 2026 22w ago | Court Ruling | $161.75 $165.57 | ▲ +2.36% | ▲ +2.14% | $177.00 (+9.43%) |
Apr 16, 2026 27w ago | Press Release | $174.45 | awaiting T+20 | — | $177.00 (+1.46%) |
US Market Status
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