Filing Flows

Filing Flows › Balchem (BCPC) › Q3 2026 › vs Q2 2026

Balchem (BCPC) Q3 2026 vs Q2 2026 (quarter over quarter)

Balchem's revenue rose $6.7M (+2%) from $284M in Q2 2026 to $291M in Q3 2026. The biggest changes: Product Sales Revenue +$6.9M (+2%); Royalty Revenue −$233K (-37%). Gross margin 36.4% against 36.5% (-0.1 pts).

Balchem, Q3 2026: revenue $291M (+9% year over year), operating margin 21.5%, net earnings $46.7M, operating cash flow $69.8M. The chart draws each line against Q2 2026, the increases inside each band.

Balchem: what changed, Q3 2026 vs Q2 2026Balchem: what changed, Q3 2026 vs Q2 2026Operating cash flow$23.1MWorking capital & other$21.7MProduct Sales Revenue$6.9MCost of revenue$4.6MOperating profit$3.2MPre-tax earnings$2.3MNet earnings$2.1MGross profit$2.0MGeneral & admin−$1.5MOperating expenses−$1.2M

Margins

Q3 2026Q2 2026Change
Gross margin36.4%36.5%-0.1 pts
Operating margin21.5%20.9%+0.6 pts
Net margin16.1%15.7%+0.4 pts

Every line

LineQ3 2026Q2 2026Change%
Product Sales Revenue$290M$283M$6.9M+2%
Royalty Revenue$401K$634K−$233K-37%
Revenue$291M$284M$6.7M+2%
Gross profit$106M$104M$2.0M+2%
Cost of revenue$185M$180M$4.6M+3%
Operating profit$62.4M$59.2M$3.2M+5%
Operating expenses$43.3M$44.5M−$1.2M-3%
Pre-tax earnings$60.0M$57.8M$2.3M+4%
Other expense, net$2.4M$1.4M$953K+66%
Research & development$5.3M$4.5M$809K+18%
Sales & marketing$20.7M$21.1M−$447K-2%
General & admin$17.2M$18.8M−$1.5M-8%
Net earnings$46.7M$44.6M$2.1M+5%
Income tax$13.3M$13.2M$150K+1%
Depreciation & amortization$12.4M$12.2M$169K+1%
Share-based compensation$5.0M$5.9M−$882K-15%
Working capital & other$5.6M−$16.0M$21.7M—
Operating cash flow$69.8M$46.7M$23.1M+49%

Questions

How much did Balchem's revenue grow quarter over quarter in Q3 2026?

Balchem's revenue rose $6.7M (+2%) from $284M in Q2 2026 to $291M in Q3 2026.

What drove Balchem's revenue change in Q3 2026?

Product Sales Revenue +$6.9M (+2%); Royalty Revenue −$233K (-37%).

Q3 2026 results → · Compare in the interactive Sankey →