AI Earnings Predictions for Balchem Corporation (BCPC)

EX-99.1

2 exhibit991-q32026.htm

EX-99.1

Document

Exhibit 99.1

Human Nutrition & Health | Animal Nutrition & Health | Specialty Products

Balchem Corporation Reports Third Quarter 2026 Financial Results

Montvale, NJ, October 23, 2026 - Balchem Corporation (NASDAQ: BCPC) today reported financial results for its 2026 fiscal third quarter ended September 30, 2026. For the quarter, the Company reported net sales of $290.7 million, net earnings of $46.7 million, adjusted EBITDA(a) of $80.3 million, and free cash flow(a) of $57.9 million.

Ted Harris, Chairman, President and CEO of Balchem, said, “Balchem delivered another excellent quarter, with healthy growth across all three of our reporting segments and record consolidated quarterly net sales, net earnings, and adjusted EBITDA.”

Third Quarter 2026 Financial Highlights:

•Net sales were $290.7 million, an increase of 8.6% from the prior year quarter.

•GAAP net earnings were $46.7 million, an increase of 16.0% from the prior year quarter.

•Adjusted EBITDA was $80.3 million, an increase of 12.4% from the prior year quarter.

•GAAP earnings per share were $1.46 compared to $1.24 in the prior year quarter and adjusted earnings per share(a) were $1.57 compared to $1.35 in the prior year quarter.

•Cash flows from operations were $69.8 million, with free cash flow of $57.9 million.

•Sales and earnings from operations growth in all three of our reporting segments.

Recent Highlights:

•At the upcoming SupplySide Global trade show, we will showcase several of our latest Human Nutrition and Health technologies and innovations, including new science supporting VitaCholine®, K2VITAL™, Optifolin+® and OptiMSM®, as well as advances in performance nutrition and functional food and beverage applications. These innovations highlight the strength of our pipeline and our continued focus on developing differentiated, science-backed solutions that address important human health and wellness trends.

•Balchem repurchased approximately $28 million of common stock during the third quarter and approximately $127 million over the trailing twelve months, reflecting the Company's balanced capital allocation strategy and commitment to long-term shareholder value creation.

Mr. Harris added, “With strong results through the first nine months of the year and a healthy balance sheet, Balchem is well positioned to continue executing our strategic growth initiatives, and we remain excited about the future of our company.”

5 Paragon Drive

Montvale, NJ 07645

balchem.com

p.845.326.5600

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Balchem Corporation (NASDAQ:BCPC)

Results for Period Ended September 30, 2026 (unaudited)

(Dollars in thousands, except per share data)

Three Months Ended September 30,Nine Months Ended September 30,

2026202520262025

Net sales $290,658 $267,558 $845,364 $773,544

Gross margin105,714 95,453 310,481 276,734

Operating expenses43,277 40,874 133,197 119,698

Earnings from operations62,437 54,579 177,284 157,036

Interest and other expenses2,393 2,535 6,937 8,041

Earnings before income tax expense60,044 52,044 170,347 148,995

Income tax expense 13,316 11,755 38,719 33,375

Net earnings $46,728 $40,289 $131,628 $115,620

Diluted net earnings per common share$1.46 $1.24 $4.09 $3.54

Adjusted EBITDA(a) $80,297 $71,447 $232,522 $206,961

Adjusted net earnings(a) $50,350 $43,982 $141,437 $125,560

Adjusted net earnings per common share(a) $1.57 $1.35 $4.40 $3.84

Shares used in the calculations of diluted and adjusted net earnings per common share32,032 32,595 32,181 32,702

(a)

See “Non-GAAP Financial Information” for a reconciliation of GAAP and non-GAAP financial measures.

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Balchem Corporation (NASDAQ:BCPC)

Financial Results for the Third Quarter of 2026:

The Human Nutrition and Health segment generated record quarterly sales of $188.2 million, an increase of $14.1 million, or 8.1%, compared to the prior year quarter. The increase was driven by higher sales within both the nutrients business and the food ingredients and solutions businesses. Record earnings from operations for this segment of $45.6 million increased $4.8 million, or 11.8%, compared to $40.8 million in the prior year quarter, primarily due to the aforementioned higher sales and favorable mix, partially offset by higher operating expenses. Excluding the effect of non-cash expense associated with amortization of acquired intangible assets and other adjustments, record adjusted earnings from operations(a) for this segment were $48.9 million, compared to $44.1 million in the prior year quarter, an increase of 10.9%.

The Animal Nutrition and Health segment generated quarterly sales of $63.0 million, an increase of $6.6 million, or 11.7%, compared to the prior year quarter. The increase was driven by higher sales in both the monogastric and ruminant species markets. Third quarter earnings from operations for this segment of $6.8 million increased $3.1 million, or 82.8%, compared to $3.7 million in the prior

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