Balchem stock up over 4% Record Q4 and Full-Year Results
#Balchem Corporation #Q4 Results #Earnings Beat #Stock Performance #Financial Metrics #EBITDA #Free Cash Flow
📌 Key Takeaways
- Balchem's Q4 adjusted EPS of $1.31 topped $1.18 consensus estimate
- Q4 revenue reached $263.6 million, up 9.8% year-over-year
- Full-year 2025 net sales reached a record $1.04 billion, up 8.8%
- Company maintained strong financial position with 0.3x net leverage ratio
📖 Full Retelling
Balchem Corporation (NASDAQ: BCPC) reported stronger-than-expected fourth-quarter results and record full-year performance on Friday, February 20, 2026, causing the company's stock to rise over 4% in pre-market trading as investors reacted positively to the earnings beat. The company's adjusted earnings per share reached $1.31 for Q4, surpassing the $1.18 consensus estimate, while revenue climbed to $263.6 million, exceeding analyst expectations of $259.6 million and marking a 9.8% increase year-over-year. GAAP net earnings for the quarter grew 16.8% to $39.2 million, and adjusted EBITDA rose 8.1% to a record $67.9 million. Chairman, President and CEO Ted Harris emphasized the company's continued growth trajectory, noting that all three segments delivered year-over-year growth in both top and bottom lines. For the full year 2025, Balchem achieved record net sales of $1.04 billion, an 8.8% increase from the previous year, with record adjusted EBITDA of $274.9 million and adjusted EPS of $5.15, up from $4.37 in 2024. The company maintained robust financial health with $173.6 million in free cash flow for the year, a $74.6 million cash position, and a net leverage ratio of just 0.3x, enabling a double-digit percentage dividend increase and continued share repurchases.
🏷️ Themes
Earnings Results, Market Performance, Financial Strength
📚 Related People & Topics
Earnings before interest, taxes, depreciation and amortization
Accounting measure of a company's profitability
Earnings before interest, taxes, depreciation, and amortization, commonly known as EBITDA ( EE-bit-dah, EB-it-dah), is a measure of a company's profitability of the operating business only, thus before any effects of indebtedness, state-mandated payments, and costs required to maintain its asset bas...
Entity Intersection Graph
Connections for Earnings before interest, taxes, depreciation and amortization:
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Free cash flow
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try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry U.S. military operation in Iran "likely at this stage," Raymond James says Private credit jitters; U.S. PCE, GDP data ahead - what’s moving markets Gold prices edge higher; U.S.-Iran tensions provide support Nvidia and OpenAI close to finalizing smaller, $30 bln investment- FT (South Africa Philippines Nigeria) Balchem stock up over 4% Record Q4 and Full-Year Results By Rachael Rajan Author Rachael Rajan Earnings Published 02/20/2026, 07:24 AM Balchem stock up over 4% Record Q4 and Full-Year Results 0 BCPC -1.41% Investing.com - On Friday, Balchem Corporation (NASDAQ: BCPC) reported stronger-than-expected fourth-quarter results, with adjusted earnings per share of $1.31, topping the $1.18 consensus estimate. Revenue rose to $263.6 million, ahead of the $259.6 million analysts were expecting and up 9.8% year over year. The company’s stock was up 4.46% in pre-market trading after the announcement. GAAP net earnings for the quarter increased 16.8% to $39.2 million, while adjusted EBITDA climbed 8.1% to a record $67.9 million. Gross margin expanded in dollar terms to $93.9 million, though margins as a percentage of sales dipped slightly due to higher input costs. The company generated $67.3 million in operating cash flow and $51.2 million in free cash flow during the quarter. Chairman, President and CEO Ted Harris highlighted the company’s momentum, stating, “In the fourth quarter, Balchem’s strong growth trajectory continued. We delivered record fourth quarter net sales and adjusted EBITDA, with top and bottom line growth year over year in each of our three segments.” For the full year 2025, Balchem delivered record net sales of $1.04 billion, up 8.8%, and record adjusted EBITDA of $274.9 million. Adjusted earnings per share reached $5.15, compared with $4.37 in 2024. Free cash flow totaled a record $173.6 million, supporting dividend growth and share repurchases. Harris added, “For the full year 2025, Balchem d...
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