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Balchem quarterly revenue rises 8.6% to $290.7 million

Balchem's revenue growth is slowing. Results for the quarter ended September 30, 2026, from the earnings release filed with the SEC on Oct 23, 2026.

Octans ResearchPublished

Snapshot

Balchem's revenue growth is slowing: revenue rose 8.6% to $290.7 million in the quarter ended September 30, 2026, from $267.6 million a year earlier, after 11.2% year over year growth the quarter before.

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as of 12:01 ET · Realtime derived data

What We Know

Revenue for the quarter ended September 30, 2026 was $290.7 million, versus $267.6 million in the same quarter a year earlier, up 8.6%. That is its highest quarterly revenue of the last eight quarters. Diluted earnings per share was $1.46, up from $1.24.

Bar chart: Balchem: revenue, last eight quarters. US$ millions by fiscal quarter end, as of Oct 23, 2026. Dec 2024 240.0; Mar 2025 250.5; Jun 2025 255.5; Sep 2025 267.6; Dec 2025 263.6; Mar 2026 270.7; Jun 2026 284.0; Sep 2026 290.7. Latest quarter $290.7M, Up 8.6% vs a year earlier.
Source: SEC EDGAR (earnings release and XBRL financial data)

Quarterly revenue by fiscal quarter end, oldest first: Dec 2024: $240.0 million; Mar 2025: $250.5 million; Jun 2025: $255.5 million; Sep 2025: $267.6 million; Dec 2025: $263.6 million; Mar 2026: $270.7 million; Jun 2026: $284.0 million; Sep 2026: $290.7 million.

Octans View

Year over year revenue change by quarter, computed from the filed figures: Dec 2025 up 9.8%; Mar 2026 up 8.1%; Jun 2026 up 11.2%; Sep 2026 up 8.6%. On those figures, Balchem's revenue growth is slowing. That read compares the latest two year over year growth rates and nothing else.

Bear Case · Room for Disagreement

This brief covers reported revenue and diluted earnings per share only. It does not cover guidance, margins, segment results, cash flow or the earnings call, and it makes no forecast. Revenue is the total on the release line we matched; a company's own adjusted measures can differ.

Method and source. Octans Research matched the revenue line in the earnings release (Exhibit 99.1) to the year ago quarter the company reported in its own XBRL financial data; the two must agree before anything is published. The quarterly history comes from the same XBRL data. The text is generated from those verified figures by a fixed template; no model wrote it.

Chart

$BCPC adjusted close, last 6 months $BCPC adjusted close, last 6 months: series falling from 175 to 173 (−1.1%) from 2026-04-27 to 2026-10-22. Scale 150 to 190. 150160170180190 2026-04-272026-10-22 $BCPC ADJUSTED CLOSE, LAST 6 MONTHS −1.1% 173.2
Source: Tiingo · As of 2026-10-22Indicative, not investment advice.

Sources

  1. [1]SEC EDGAR — Balchem earnings release for the quarter ended September 30, 2026 (Exhibit 99.1), filed Oct 23, 2026
  2. [2]SEC EDGAR — Balchem XBRL financial data (company facts)

These are the sources this piece was drafted from. How we verify. Found an error? Tell us and we correct it in public.

$290.7M

Revenue for the quarter ended September 30, 2026 was $290.7 million, versus $267.6 million in t… · What we know

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