Filing Flows

Filing Flows › Balchem (BCPC) › Q3 2026 › vs Q3 2025

Balchem (BCPC) Q3 2026 vs Q3 2025 (year over year)

Balchem's revenue rose $23.1M (+9%) from $268M in Q3 2025 to $291M in Q3 2026. The biggest changes: Product Sales Revenue +$23.2M (+9%); Royalty Revenue −$79K (-16%). Gross margin 36.4% against 35.7% (+0.7 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 Q3 2025, the increases inside each band.

Balchem: what changed, Q3 2026 vs Q3 2025Balchem: what changed, Q3 2026 vs Q3 2025Product Sales Revenue$23.2MCost of revenue$12.8MGross profit$10.3MPre-tax earnings$8.0MOperating profit$7.9MFree cash flow (company-repor…$7.2MNet earnings$6.4MOperating cash flow$4.2MWorking capital & other−$3.5MCapital expenditures and proc…−$3.0M

Margins

Q3 2026Q3 2025Change
Gross margin36.4%35.7%+0.7 pts
Operating margin21.5%20.4%+1.1 pts
Net margin16.1%15.1%+1.0 pts
Free cash flow margin19.9%18.9%+1.0 pts

Every line

LineQ3 2026Q3 2025Change%
Product Sales Revenue$290M$267M$23.2M+9%
Royalty Revenue$401K$480K−$79K-16%
Revenue$291M$268M$23.1M+9%
Gross profit$106M$95.5M$10.3M+11%
Cost of revenue$185M$172M$12.8M+7%
Operating profit$62.4M$54.6M$7.9M+14%
Operating expenses$43.3M$40.9M$2.4M+6%
Pre-tax earnings$60.0M$52.0M$8.0M+15%
Other expense, net$2.4M$2.5M−$142K-6%
Research & development$5.3M$4.5M$847K+19%
Sales & marketing$20.7M$19.1M$1.6M+8%
General & admin$17.2M$17.3M−$42K-0.2%
Net earnings$46.7M$40.3M$6.4M+16%
Income tax$13.3M$11.8M$1.6M+13%
Depreciation & amortization$12.4M$11.6M$837K+7%
Share-based compensation$5.0M$4.7M$389K+8%
Working capital & other$5.6M$9.1M−$3.5M-38%
Operating cash flow$69.8M$65.6M$4.2M+6%
Free cash flow (company-reported)$57.9M$50.7M$7.2M+14%
Capital expenditures and proceeds from the sale of assets$11.9M$14.9M−$3.0M-20%

Questions

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

Balchem's revenue rose $23.1M (+9%) from $268M in Q3 2025 to $291M in Q3 2026.

What drove Balchem's revenue change in Q3 2026?

Product Sales Revenue +$23.2M (+9%); Royalty Revenue −$79K (-16%).

Q3 2026 results → · Compare in the interactive Sankey →