Balchem Q4 revenue beats on Human Nutrition and Health unit strength

Reuters
02/20
Balchem Q4 revenue beats on Human Nutrition and Health unit strength

Overview

  • Nutritional ingredients maker's Q4 revenue rose 9.8%, beating analyst expectations

  • Adjusted EBITDA for Q4 grew 8.1% yr/yr, driven by segment sales growth

  • Company repurchased $53.6 mln of common stock during Q4

Outlook

  • Balchem did not provide specific financial guidance for 2026

Result Drivers

  • HUMAN NUTRITION GROWTH - Sales in the Human Nutrition and Health segment rose 12.7%, driven by higher demand in nutrients and food ingredients

  • ANIMAL NUTRITION GROWTH - Animal Nutrition and Health segment sales increased 4.9%, with growth in ruminant and monogastric species markets

  • SPECIALTY PRODUCTS GROWTH - Specialty Products segment sales rose 6.0%, attributed to higher sales in performance gases

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Sales

Beat

$263.60 mln

$259.59 mln (3 Analysts)

Q4 EPS

$1.21

Q4 Net Income

$39.20 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the specialty chemicals peer group is "buy"

  • Wall Street's median 12-month price target for Balchem Corp is $191.00, about 9.1% above its February 19 closing price of $175.00

  • The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 28 three months ago

Press Release: ID:nGNX3tGdPt

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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