MONTVALE, N.J., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Balchem Corporation (NASDAQ: BCPC), a global specialty ingredient manufacturer for health and nutrition markets, announced they will participate in the BNP Paribas Exane Consumer Ingredients & Chemicals Conference on March 11, 2026. Ted Harris, Chairman of the Board, President and Chief Executive Officer, Martin Bengtsson, Chief Financial Officer and Allison Baurichter, Senior Director Investor Relations will participate in the conference. About Balchem Corp ...

MONTVALE, N.J., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Balchem Corporation (NASDAQ: BCPC), a global specialty ingredient manufacturer for health and nutrition markets, announced they will participate in the JP Morgan Consumer Ingredients Forum on March 10, 2026. Ted Harris, Chairman of the Board, President and Chief Executive Officer, Martin Bengtsson, Chief Financial Officer and Allison Baurichter, Senior Director Investor Relations will participate in the conference. About Balchem Corporation Balchem Corporati ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) Commission file number: 1-13648 _______________________________________________________________________________________________________________ Balchem Corporation (Exact name of Registrant as specified in its charter) 5 Paragon Drive, Montvale, NJ 07645 (Address of principal executive offices) (Zip Code) Registrant's telephone number, including area code: (845) 326-5600 Securities registered pursuant to Section 12( ...

Financial Data and Key Metrics Changes - For the full year of 2025, the company reported record sales of $1.037 billion, an increase of 8.8% compared to the prior year, marking the first time sales surpassed $1 billion [5] - Record earnings from operations reached $209 million, up 14.4%, and record Adjusted EBITDA was $275 million, an increase of 9.8% from the previous year [5] - Fourth quarter consolidated revenues were $264 million, a 9.8% increase year-over-year, with GAAP earnings from operations at $52 million, up 10.2% [12][13] - Quarterly adjusted EBITDA was $68 million, an increase of 8.1%, and consolidated net income was $39 million, reflecting a 16.8% increase [13][18] Business Segment Data and Key Metrics Changes - The human nutrition and health segment generated sales of $166 million, a 12.7% increase from the prior year, with earnings from operations of $37 million, up 8.9% [19][20] - The animal nutrition and health segment reported quarterly sales of $61 million, a 4.9% increase, with earnings from operations of $6 million, up 8.6% [20][21] - The specialty products segment delivered sales of $35 million, a 6% increase, with earnings from operations of $11 million, up 5.5% [23] Market Data and Key Metrics Changes - The company experienced healthy demand across most end markets, particularly in human nutrition and health, driven by a shift towards nutrient-dense foods [13][14] - The dairy market in animal nutrition remains strong, with modest improvements noted in the European feed-grade choline business following regulatory changes [14][22] Company Strategy and Development Direction - The company continues to focus on geographic expansion, with over half of sales growth in 2025 coming from markets outside the United States [8][74] - Strategic partnerships, such as those with the New York Jets and Bayern Munich women's soccer team, have been successful in promoting key brands and expanding market reach [9][33] - The company is committed to sustainability goals, having reduced greenhouse gas emissions by approximately 31% compared to the 2020 baseline [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macroeconomic challenges and maintain growth momentum [24] - The outlook for 2026 is positive, with expectations for continued top and bottom-line growth while advancing strategic initiatives [24] Other Important Information - The company generated record free cash flow of $174 million in 2025 and invested $43 million in capital projects [6] - A dividend increase from $0.87 to $0.96 per share was announced, marking the 17th consecutive year of double-digit growth [11][12] Q&A Session Summary Question: Discussion on the partnership with the New York Jets - Management highlighted the successful partnership, which has shifted the narrative around the importance of choline for adult health, leading to increased adoption in various products [29][33] Question: Planned sales and promotional activities for 2026 - The company plans to enhance marketing efforts through social media and digital marketing, alongside existing partnerships [45][50] Question: Impact of the Supreme Court decision on tariffs - Management indicated that the company is well-positioned to manage potential disruptions from tariff changes, with a manageable impact previously estimated at around $10 million [46][49] Question: Update on international sales growth - The company is seeing improved volumes and pricing dynamics in Europe following regulatory changes, with a focus on expanding international market presence [70][74]

Financial Data and Key Metrics Changes - For the full year of 2025, the company reported record sales of $1.037 billion, an increase of 8.8% compared to the prior year, marking the first time sales surpassed $1 billion [5] - Record earnings from operations reached $209 million, up 14.4%, and record Adjusted EBITDA was $275 million, an increase of 9.8% from the previous year [5] - Q4 consolidated revenues were $264 million, a 9.8% increase year-over-year, with GAAP earnings from operations of $52 million, up 10.2% [12][13] - Q4 Adjusted EBITDA was $68 million, an increase of 8.1%, with a net income of $39 million, reflecting a 16.8% increase [13][18] Business Segment Data and Key Metrics Changes - The Human Nutrition and Health segment generated sales of $166 million, a 12.7% increase from the prior year, with earnings from operations of $37 million, up 8.9% [19][20] - The Animal Nutrition and Health segment reported sales of $61 million, a 4.9% increase, with earnings from operations of $6 million, up 8.6% [20][21] - The Specialty Products segment delivered sales of $35 million, a 6% increase, with earnings from operations of $11 million, up 5.5% [23] Market Data and Key Metrics Changes - More than half of the sales growth in 2025 came from markets outside the United States, indicating a strong international demand [8] - The dairy market remains healthy, particularly for dairy protein, while the European market for feed-grade choline has shown modest improvement following anti-dumping duties [14][22] Company Strategy and Development Direction - The company continues to invest in strategic growth priorities, including expanding sales and marketing reach both domestically and internationally [8] - Significant investments were made in plant and equipment to support growth, including a new microencapsulation manufacturing facility [10] - The company aims to reduce greenhouse gas emissions and water usage by 25% by 2030, having already surpassed its 2030 goal for emissions reduction [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macroeconomic challenges and maintain growth momentum [24] - The company is well-positioned to deliver continued top and bottom-line growth in 2026, supported by strong competitive positions and a differentiated product portfolio [24] Other Important Information - The company repurchased approximately 685,000 shares at an average cost of $158 per share, marking a commitment to returning capital to shareholders [11] - The annual dividend was increased from $0.87 to $0.96 per share, representing a 10% year-over-year increase [11][12] Q&A Session Summary Question: Discussion on the partnership with the New York Jets - Management highlighted the successful partnership, which has helped change the dialogue around the importance of choline for adult health, leading to increased adoption in various products [29][30] Question: Planned sales and promotional activities for 2026 - The company plans to continue its partnerships with the Jets and Bayern Munich, while also increasing social media and digital marketing efforts [45][51] Question: Impact of the Supreme Court decision on tariffs - Management expressed confidence in managing potential disruptions, noting that the theoretical impact of tariffs was manageable and that they have strategies in place to mitigate risks [46][48] Question: Update on international growth and pricing dynamics in Europe - Management confirmed improvements in Europe following the final ruling on anti-dumping duties, with increased volumes and firming prices expected [71][72]

Financial Data and Key Metrics Changes - For the full year of 2025, the company reported record sales of $1.037 billion, an increase of 8.8% compared to the prior year, marking the first time sales surpassed $1 billion [5] - Record earnings from operations reached $209 million, up 14.4%, and record Adjusted EBITDA was $275 million, an increase of 9.8% from the previous year [5] - Fourth quarter consolidated revenues were $264 million, a 9.8% increase year-over-year, with GAAP earnings from operations of $52 million, up 10.2% [12][13] - Quarterly adjusted EBITDA was $68 million, an increase of 8.1%, with consolidated net income at $39 million, up 16.8% [13][18] Business Segment Data and Key Metrics Changes - The human nutrition and health segment generated sales of $166 million, a 12.7% increase from the prior year, with earnings from operations of $37 million, up 8.9% [19][20] - The animal nutrition and health segment reported sales of $61 million, a 4.9% increase, with earnings from operations of $6 million, up 8.6% [20][21] - The specialty products segment delivered sales of $35 million, a 6% increase, with earnings from operations of $11 million, up 5.5% [22][23] Market Data and Key Metrics Changes - More than half of the sales growth in 2025 came from markets outside the United States, indicating a strong international demand [8] - The dairy market remains healthy, particularly for dairy protein, while modest improvements were noted in the European feed-grade choline market following anti-dumping duties [14][21] Company Strategy and Development Direction - The company continues to invest in strategic growth priorities, including expanding sales and marketing reach both domestically and internationally [8][10] - Significant investments were made in plant and equipment to support growth, including a new microencapsulation manufacturing facility in New York State [10][11] - The company is focused on maintaining a strong balance sheet while returning capital to shareholders through share repurchases and dividend increases [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macroeconomic challenges and maintain growth momentum [24] - The company anticipates continued top and bottom-line growth in 2026, supported by strong competitive positions and a differentiated product portfolio [24] Other Important Information - The company achieved a net debt reduction to $89 million, with a leverage ratio of 0.3 [19] - The annual dividend was increased from $0.87 to $0.96 per share, marking the 17th consecutive year of double-digit growth [11][12] Q&A Session Summary Question: Discussion on the partnership with the New York Jets - Management highlighted the successful partnership, which has shifted the dialogue around the importance of choline for adult health, leading to increased adoption in various products [30][34] Question: Updates on clinical trials and their potential impact - Management confirmed ongoing clinical trials, with several expected to conclude in 2026, which could lead to new sales opportunities based on positive results [38][39] Question: Planned sales and promotional activities for 2026 - The company plans to enhance marketing efforts through social media and digital marketing, alongside existing partnerships with professional sports teams [49][50] Question: Impact of recent tariff decisions - Management expressed confidence in managing potential disruptions from tariff changes, noting that previous impacts were manageable and the company is well-positioned [46][48] Question: Effective tax rate assumptions - The effective tax rate is expected to be around 23% for modeling purposes, consistent with previous years [52] Question: International growth and pricing dynamics in Europe - Management reported improvements in European markets following recent regulatory changes, with expectations for continued growth in both volume and pricing [70][72][75]

Investor Presentation Q4 2025. Safe Harbor Statement 2 Financial Performance 04 & Capital Allocation • During the course of this presentation, management may make forward-looking statements regarding financial performance and future events. • These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "forecast," "outlook," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," ...

Financial Performance - Fourth quarter net sales reached $263.6 million, a 9.8% increase compared to the prior year quarter[4] - GAAP net earnings for the fourth quarter were $39.2 million, reflecting a 16.8% increase from the prior year quarter[4] - Adjusted EBITDA for the fourth quarter was $67.9 million, up 8.1% year-over-year[4] - Full year net sales totaled $1.037 billion, an increase of 8.8% compared to the previous year[4] - Full year GAAP net earnings were $154.8 million, a 20.5% increase from the prior year[4] - Adjusted net earnings for the full year reached $167.9 million, up 17.4% from the previous year[4] Segment Performance - The Human Nutrition and Health segment generated fourth quarter sales of $166.1 million, a 12.7% increase year-over-year[7] - The Animal Nutrition and Health segment reported quarterly sales of $61.2 million, a 4.9% increase compared to the prior year quarter[8] - The Specialty Products segment achieved fourth quarter sales of $34.8 million, a 6.0% increase year-over-year[8] Cash Flow and Assets - Cash flows from operations for the full year were $216.6 million, with free cash flow of $173.6 million[4] - Cash and cash equivalents increased to $74,570 as of December 31, 2025, compared to $49,515 in 2024, representing a 50.6% growth[18] - Total assets rose to $1,686,252 as of December 31, 2025, a 7.1% increase from $1,575,371 in 2024[18] - Total current assets increased to $365,614 as of December 31, 2025, from $313,770 in 2024, marking a 16.5% rise[18] - Net cash provided by operating activities for Q4 2025 was $67,275 million, up from $52,317 million in Q4 2024, representing a 28.3% increase[29] - Free cash flow for the year ended December 31, 2025, was $173,637 million, compared to $147,210 million in 2024, reflecting an increase of 17.9%[29] Earnings and Taxation - Total earnings before income taxes for the year ended December 31, 2025, reached $199,030, a 19.5% increase from $166,453 in 2024[17] - Net earnings for the year ended December 31, 2025, were $154,845, up 20.5% from $128,475 in 2024[20] - The effective tax rate for GAAP income tax expense for the year ended December 31, 2025, was 22.2%, slightly down from 22.8% in 2024[27] Adjusted Financial Metrics - Adjusted net earnings for the year ended December 31, 2025, were $167,898, reflecting a 17.4% increase from $142,965 in 2024[24] - Adjusted EBITDA for the year ended December 31, 2025, was $274,854, a 9.8% increase from $250,348 in 2024[26] - The company reported a gross margin of $370,633 for the year ended December 31, 2025, compared to $336,206 in 2024, indicating a 10.2% increase[24] Capital Expenditures and Financing - Capital expenditures for Q4 2025 were $(16,053) million, compared to $(12,549) million in Q4 2024, indicating a 28.5% increase in capital spending[29] - The company utilized $152,810 in financing activities during the year ended December 31, 2025, compared to $133,815 in 2024, indicating an increase in cash used for financing[20] Non-GAAP Measures - Amortization expenses for intangible assets and finance leases are excluded from non-GAAP financial measures to facilitate evaluation of current operating performance[29] - Transaction and integration costs related to acquisitions are excluded from adjusted EBITDA calculations to provide clearer financial comparisons[29] - Restructuring costs are also excluded from non-GAAP measures to enhance the comparability of financial results[29] - An asset impairment charge in 2024 was related to the write-off of an equity method investment, which is excluded from adjusted EBITDA calculations[29] - Gains and losses on rabbi trust assets related to the nonqualified deferred compensation plan are excluded from non-GAAP financial measures due to their inconsistency[29] - The impact of ASU 2016-09 resulted in the recognition of excess tax benefits as a reduction to the provision for income taxes, which is excluded from adjusted income tax expense calculations[29] - The company believes that excluding inconsistent items from non-GAAP measures is useful for investors to compare current and historical financial results[29]

MONTVALE, N.J., Feb. 06, 2026 (GLOBE NEWSWIRE) -- Balchem Corporation (NASDAQ: BCPC) today announced that a conference call will be held on Friday, February 20, 2026, at 11:00 AM Eastern Time (ET) to review fourth quarter and full year 2025 results. Ted Harris, Chairman of the Board, President and CEO, and Martin Bengtsson, CFO, will host the call. Fourth quarter and full year 2025 results will be published prior to the market opening on Friday, February 20, 2026. The press release, and its accompanying fin ...

Group 1 - The article emphasizes Balchem (BCPC) as a strong long-term investment opportunity, highlighting its status as a high-quality niche market leader that has returned to growth [1] - The earnings multiples for Balchem are noted to be in the low 30s, which may seem undervalued given its market position [1] - The investment group "Value In Corporate Events" focuses on identifying actionable ideas from major corporate events such as earnings reports, M&A, and IPOs, providing coverage of approximately 10 major events monthly [1]