EarningsQ2 2026 Earnings Report
MX:BCPC Q2 2026 EPS Results
Actual EPS$25.43
Consensus EPS$23.33
Beat/MissBeat by +$2.10
One Year Ago EPS$21.40
MX:BCPC Q2 2026 Revenue Results
Actual Revenue$5.20B
Expected Revenue$4.91B
Beat/MissBeat by +$283.47M
YoY Revenue Growth+11.17%
Earnings Announcement Details
QuarterQ2 2026
Date07/31/2026
TimeBefore Open
Conference CallFriday, July 31, 2026
MX:BCPC Upcoming Earnings
Balchem's next earnings date is estimated for October 23, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:BCPC Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a strongly positive operational and financial performance: record revenues, profits, adjusted EBITDA, broad-based segment growth, solid cash flow, low leverage, and strategic balance sheet actions (refinancing and buybacks). Headwinds noted include elevated input costs, slightly higher operating expenses and taxes, floating-rate exposure, and some reliance on pricing in A&H. On balance the positives — consistent record results, sustained growth momentum (28 consecutive quarters of adjusted EBITDA growth), and improved financial flexibility — materially outweigh the limited headwinds.Company Guidance
Record Consolidated Revenue and Earnings
Reported record quarterly consolidated revenue of $284.0M, up 11.2% year-over-year; GAAP earnings from operations of $59.0M, up 15.1%; consolidated net income of $45.0M, up 16.6%; GAAP diluted EPS $1.39, up 18.8%.
Record Adjusted Profitability and Margin Expansion
Record adjusted EBITDA of $78.0M, up 12.6%, with adjusted EBITDA margin of 27.4%; record adjusted net earnings of $48.0M, up 15.7%, or $1.49 per diluted share (up 17.3%); gross margin dollars $104.0M, up 11.4%, and gross margin percent expanded to 36.5% of sales (up 10 basis points).
Broad-Based Segment Growth
All three segments delivered record or strong results: Human Nutrition & Health sales $177.0M (up 10%) with earnings from operations $42.0M (up 10.5%); Animal Nutrition & Health sales $64.0M (up 15%) with earnings from operations $5.0M (up 48.7%); Specialty Products sales $41.0M (up 8.9%) with earnings from operations $13.0M (up 14.4%).
Strong Cash Generation and Low Leverage
Operating cash flow of $47.0M and free cash flow of $36.0M for the quarter; ended the quarter with $63.0M cash and net debt of $89.0M resulting in a low net leverage ratio of 0.3.
Capital Allocation and Balance Sheet Actions
Completed refinancing of revolving credit facility, increasing capacity from $550M to $650M and extending maturity to 2031; repurchased approximately $29.0M of stock in Q2 and $114.0M over the trailing 12 months; improved borrowing spread (pricing grid improved by ~10 bps overall).
Operational Execution and Growth Drivers
28th consecutive quarter of year-over-year adjusted EBITDA growth, driven by market penetration of specialty nutrients, delivery systems, favorable 'better-for-you' food trends, innovation, and disciplined execution across businesses.
A&H Momentum and European Recovery
Animal Nutrition & Health ruminant business grew ~20% in the quarter (primarily volume-driven) and European monogastric volumes and margins improved following implementation of EU antidumping duties, restoring market share and enabling price recovery.
Innovation, Marketing, and Clinical Science Progress
Ongoing investment in consumer marketing (over 1B consumer impressions across branded ingredients) and R&D: 20–25 clinical studies active or recently completed, including an MD Anderson APOE4 choline pilot study completed and expected to be published soon.
MX:BCPC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed