Balchem (BCPC) Q4 2025 Earnings Call Transcript

The Motley Fool

by newsfeedback@fool.com (Motley Fool Transcribing)

February 20, 2026

AI-Generated Deep Dive Summary

Balchem (BCPC) delivered impressive results in its Q4 2025 earnings call, highlighting strong financial performance across all segments. The company surpassed $1 billion in revenue for the first time, with full-year figures reaching $1,037,000,000—an 8.8% increase. Adjusted EBITDA also set a new record at $275,000,000, up 9.8%, while free cash flow hit $174,000,000, reflecting robust profitability and growth. These figures underscore Balchem’s ability to expand its market presence and maintain operational efficiency. The Human Nutrition & Health segment led the way with a 12.7% revenue increase in Q4, driven by strong demand for Nutrients and Food Ingredients. The Animal Nutrition & Health segment also showed resilience, growing 4.9% despite margin pressures from higher manufacturing costs. Specialty Products continued its steady growth trajectory, with Performance Gases leading the charge. Overall, each segment consistently contributed to quarterly sales and earnings growth throughout the year. Balchem’s financial strength was further evident in its dividend policy and capital deployment strategies. The company announced a 10% dividend increase, marking its 17th consecutive year of double-digit hikes. Additionally, Balchem repurchased 685,000 shares during the year, signaling confidence in its stock’s long-term value. International sales accounted for over half of annual growth, with favorable currency translations aiding performance. Sustainability and innovation remain key pillars of Balchem’s strategy. The company achieved a 31% reduction in greenhouse gas emissions and a 16% decrease in water withdrawal since 2020, surpassing its 2030 targets. Ongoing clinical research, including trials for VitaCholine and K2VITAL, positions Balchem at the forefront of nutritional advancements. With initiatives like facility expansions

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Originally published on The Motley Fool on 2/20/2026