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BCPC

Balchem Corp

BCPC

NASDAQ·Basic Materials·Chemicals - Specialty·Mkt cap $5.5B

$171.61

-0.08%

P/E

33.65

Mkt Cap

$5.5B

52-Wk Range

$139.17–$183.90

52-Week Range

$139.17 - $183.90

P/E

33.65

Fwd P/E

31.76

Beta

0.81

Div Yield

0.56%

Avg Vol

208.1K

Shares Out

32.0M

Mkt Cap

$5.5B

Price action

Price chart

Up 5.8% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Proprietary microencapsulation and chelation technology platforms with high barriers to entry
  • Diversified customer base across pharma, food, animal health, and medical device sterilization reduces concentration risk
  • Essential product applications in regulated industries create sticky, long-term customer relationships
  • Integrated manufacturing capabilities and supply chain control support margin expansion

Bear Case

2 risks

  • Average volatility.
  • Significant premium - growth priced in

Growth

Stable outlook

Rising global demand for fortified foods and nutritional supplements driven by health-conscious consumers

Value

Significant premium - growth priced in

Momentum

Strong

+8.1% over 3m

Quality

Stable

Strong fundamentals

Dividend

Modest

0.56% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 20, 2026

Q3 26 RECAP

JUL 31, 2026

Reported EPS of $1.40 vs $1.27 consensus (+10.2% surprise). Revenue of $284.0M vs $268.5M expected (+5.8%). Beat on both top and bottom lines.

EPS beat +10.2%
Rev beat +5.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+10.2%

Revenue trend · last 8Q

+5%

+5%

+9%

+12%

+10%

+8%

+11%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$239.9M

$240.0M

$250.5M

$255.5M

$267.6M

$263.6M

$270.7M

$284.0M

Margins · last 8Q

Gross

36.5%

Operating

20.9%

Profit

15.7%

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

Latest: HC Wainwright · Aug 3, 2026

vs Industry

How BCPC stacks vs Chemicals - Specialty

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.