Balchem Q3 sales rise 11.5%, beat estimates

Balchem

21/10/2025 12:14

Overview

Balchem Q3 net sales rise 11.5% yr/yr, beating analysts' expectations

Adjusted EPS rises to $1.35 from $1.13, beating estimates

Company to build new facility in NY, doubling microencapsulation capacity

Outlook

Company did not provide specific financial guidance for future quarters or full year

Result Drivers

MARKET PENETRATION - Co attributes strong growth to increased market penetration of specialty nutrients and delivery systems

SEGMENT GROWTH - All three reporting segments showed sales and earnings growth, driven by higher sales and favorable mix

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$267.60 mln
$258.28 mln (3 Analysts)
Q3 Adjusted EPS
Beat
$1.35
$1.31 (2 Analysts)
Q3 EPS
$1.24
Q3 Net Income
$40.30 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "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 $192.00, about 21.5% above its October 20 closing price of $150.77

The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 30 three months ago

Press Release: ID:nGNX8g5D78

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