Balchem Corporation (BCPC) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Balchem published the results on October 23, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Balchem reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted net earnings per common share, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

Source: Balchem Q3 2026 results, October 23, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Balchem splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Balchem's Human Nutrition and Health revenue was $188 million in Q3 2026, up 8% from $174 million in Q3 2025, 65% of total revenue.
• Balchem's Animal Nutrition and Health revenue was $63.0 million in Q3 2026, up 12% from $56.4 million in Q3 2025, 22% of total revenue.
• Balchem's Specialty Products revenue was $37.3 million in Q3 2026, up 4% from $35.7 million in Q3 2025, 13% of total revenue.
• Balchem's Other revenue was $2.1 million in Q3 2026, up 50% from $1.4 million in Q3 2025, under 1% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted net earnings per common share, each as first reported in that quarter's release.

We do not hold a confirmed date for Balchem's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 23, 2026

Balchem reports three segments. Human Nutrition and Health, which supplies nutrients and customized food and beverage ingredient systems to food, supplement and pharmaceutical makers, brought in $188.2 million of the $290.7 million in Q3 2026 net sales. Animal Nutrition and Health added $63.0 million, Specialty Products $37.3 million and other minor businesses $2.1 million. (Balchem Q3 2026 release, Oct 23, 2026)

Net sales rose 8.6%, with growth in all three segments, but the mix of price and volume differed. Human Nutrition and Health grew 8.1%, with volume and mix contributing 12.7% and average selling prices -4.4%. Animal Nutrition and Health grew 11.7%, mostly on price (8.5%) and partly on volume and mix (3.6%), with higher sales in both monogastric and ruminant species markets. (Balchem Q3 2026 release, Oct 23, 2026; Balchem Form 10-Q, Q3 2026, Oct 23, 2026)

Specialty Products re-packages and distributes performance gases and chemicals, notably ethylene oxide, which is sold mainly as a sterilant for medical devices. Its sales rose 4.5% on higher performance gases sales, with average selling prices contributing 7.6% and volume and mix -2.8%. (Balchem Form 10-K, 2025, Feb 20, 2026; Balchem Form 10-Q, Q3 2026, Oct 23, 2026)

Most sales are domestic: customers with U.S. delivery addresses accounted for $213.0 million of Q3 2026 revenue and foreign countries $77.7 million. Balchem said no customer accounted for more than 10% of total net sales in 2025. (Balchem Form 10-Q, Q3 2026, Oct 23, 2026; Balchem Form 10-K, 2025, Feb 20, 2026)

Balchem's GAAP diluted EPS was $1.46 in Q3 2026, up from $1.24, and adjusted EPS $1.57, up from $1.35. The adjusted figure adds back $4.4 million of amortization of intangible assets and finance leases and $578 thousand of transaction and integration costs, less a $1.4 million income tax adjustment. (Balchem Q3 2026 release, Oct 23, 2026)

Earnings grew faster than sales. Gross margin rose to 36.4% of sales from 35.7%, which Balchem credited to sales growth, favorable mix and manufacturing efficiencies, and net interest expense fell to $1.9 million from $2.6 million on lower borrowings and rates. The effective tax rate was 22.2%, against 22.6%. (Balchem Q3 2026 release, Oct 23, 2026)

Shares used in diluted EPS fell to 32,032 thousand from 32,595 thousand. Balchem repurchased about $28 million of common stock in Q3 2026 and about $127 million over the trailing twelve months. (Balchem Q3 2026 release, Oct 23, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Balchem does not publish a revenue or earnings outlook in its quarterly release. Its Q3 2026 release gives results only, along with management's statement that it remains confident in the long-term growth outlook. (Balchem Q3 2026 release, Oct 23, 2026)

A consensus figure is the average of the models published by the analysts who cover Balchem, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Balchem's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning BCPC is on is BCPC a buy or a sell?, what analysts expect next is on the BCPC forecast, and what the company does is on the Balchem Corporation (BCPC) stock page.

Every number on this page can be traced to a document Balchem published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.