Balchem posts record quarter as sales rise 8.6% and EPS climbs to $1.46

Balchem posted record quarterly sales, profit and adjusted EBITDA as all three of its businesses grew, according to the nutrition and specialty ingredients maker's 8-K earnings release.

Net sales rose 8.6% to $290.7 million. Net earnings increased 16.0% to $46.7 million, or $1.46 a share, up from $1.24 a year earlier. Adjusted EPS was $1.57, compared with $1.35. Adjusted EBITDA rose 12.4% to $80.3 million.

Segment results

The Human Nutrition and Health segment, Balchem's largest, delivered record sales of $188.2 million, up 8.1%, on gains in nutrients and food ingredients. Its earnings from operations rose 11.8% to $45.6 million.

Animal Nutrition and Health sales grew 11.7% to $63.0 million, and segment operating earnings jumped 82.8% to $6.8 million on higher sales and better mix, partly offset by higher input costs. The company said Specialty Products also grew sales and earnings.

"Balchem delivered another excellent quarter, with healthy growth across all three of our reporting segments," Chairman, President and CEO Ted Harris said in the release.

Cash and buybacks

Cash flow from operations was $69.8 million and free cash flow was $57.9 million. Balchem repurchased about $28 million of its stock in the quarter and about $127 million over the past 12 months.

Through nine months, net sales are up 9.3% to $845.4 million and diluted EPS is $4.09, compared with $3.54 a year ago.

By the numbers

• Net sales: $290.7 million, up 8.6%
• Net earnings: $46.7 million, up 16.0%
• EPS: $1.46 GAAP; $1.57 adjusted
• Adjusted EBITDA: $80.3 million, up 12.4%
• Q3 buybacks: about $28 million

Sources

1. Balchem Corporation, Form 8-K with Exhibit 99.1 filed Oct. 23, 2026, accession 0000009326-26-000032

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