Loading…
Loading…
Balchem posted strong sales growth of 8.6% during the quarter and free cash flow of $57.9 million. BCPC's business is great—growing earnings, low borrowings, and continuous share buybacks. My DCF valuation states the stock should be priced at roughly $88. The current price of $177 reflects an overvaluation of roughly 50%.
Third-quarter net sales rose 8.6% year over year to $291 million. Human nutrition and health segment sales increased 8.1% to $188 million.
Balchem Corporation (BCPC) Q3 2026 Earnings Call Transcript
MONTVALE, N.J., Oct. 23, 2026 (GLOBE NEWSWIRE) -- Balchem Corporation (NASDAQ: BCPC) today reported financial results for its 2026 fiscal third quarter ended September 30, 2026.
MONTVALE, N.J., Oct. 09, 2026 (GLOBE NEWSWIRE) -- Balchem Corporation (NASDAQ: BCPC) today announced that a conference call will be held on Friday, October 23, 2026, at 11:00 AM Eastern Time (ET) to review third quarter results.
MONTVALE, N.J., Sept. 09, 2026 (GLOBE NEWSWIRE) -- Balchem Corporation (NASDAQ: BCPC), a global specialty ingredient manufacturer for health and nutrition markets, announced they will participate in the 9th Annual Wells Fargo Consumer Conference on September 23, 2026.
Balchem Corporation posted Q2 results, with EPS of $1.49 beating estimates by $0.07, while surpassing the consensus by $15M and was up 11% YoY. All areas of the business posted impressive results, as the minimum revenue growth for a segment was 8.9%, while the peak was 15% in Animal Nutrition & Health. The stock appears to be trading for a ~9% discount to its fair value right now based on my FCF valuation model.
Balchem Corporation (BCPC) Q2 2026 Earnings Call Transcript