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
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