Credit and interest ratesnegative · 5 filings
“The decrease in net interest expense is primarily due to lower outstanding borrowings and lower interest rates.”10-Q · Jul 31, 2026 ↗
Balchem Corporation
BCPC
Market read
Balchem Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Company-0.6% todayVolume comparison unavailable
Market group0 of 1 activeSpecialty Nutrition Ingredients · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Filing reports a decrease in net interest expense primarily due to lower outstanding borrowings and lower interest rates.
- Net interest expense fell this quarter due to lower borrowings and lower interest rates; a reversal would hurt reported profit.
Invalidation: The isolated read changes if BCPC's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Filing reports a decrease in net interest expense primarily due to lower outstanding borrowings and lower interest rates.
- Net interest expense fell this quarter due to lower borrowings and lower interest rates; a reversal would hurt reported profit.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements108
Verified relationships1
Evidence supporting the case
- Latest annual revenue changed +8.8% year over year.
- Operating margin changed +1.0 percentage points in the latest annual period.
- Net margin changed +1.5 percentage points in the latest annual period.
Evidence challenging the case
- Credit and interest rates has repeated adverse evidence across 5 filings.
Questions before a position
- EV/sales is 399% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 11, 2026
164.686m-3.3%12m+5.8%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$799.0M+13.6%$2.94+0.5%
2022-12-31$942.4M+17.9%$3.25-0.9%
2023-12-31$922.4M-2.1%$3.35+0.2%
2024-12-31$953.7M+3.4%$3.93+0.8%
2025-12-31$1.0B+8.8%$4.75-0.3%
What management says matters
Persistent and emerging business drivers
Demand and volumemixed · 5 filings
“To the extent any consent orders or other agreements are entered into as a result of findings from such inspections or inquiries, the Company is committed to ensuring compliance with such orders or agreements.”10-Q · Jul 31, 2026 ↗
Capital investment and capacitynegative · 1 filings
“Significant cash payments during the year included repurchases of common stock of $107,636, capital expenditures and intangible assets acquired of $43,489, income taxes paid of $37,749, the payment of the 2024 declared dividend in 2025 of $28,287, and net pay…”10-K · Feb 20, 2026 ↗
Input and raw-material costspositive · 1 filings
“Gross Margin Three Months Ended March 31, Increase (Decrease) (in thousands) 2026 2025 % Change Gross margin $ 101,084 $ 88,168 $ 12,916 14.6 % % of net sales 37.3 % 35.2 % Gross margin dollars increased in the first quarter of 2026 compared to the first quar…”10-Q · Apr 30, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 5.2× · EV/sales 5.1×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
164.68-0.6% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:50 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for BCPC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for BCPC. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind BCPC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
EMNEastman Chemical CompanypartnerApr 30, 2026 ▾
“NOTE 6 - EQUITY METHOD INVESTMENT In January 2014, BCP Ingredients, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
BCPC is currently a Leader in the organic co-movement group Specialty Nutrition Ingredients. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for BCPC; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.