NASDAQ$BCPC

Balchem Corporation · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Balchem reported record net sales and adjusted EBITDA for the fourth quarter, with year-over-year growth in all three segments.

Balchem Corporation reported strong financial results for the fourth quarter of 2024, with record net sales of $240.0 million and adjusted EBITDA of $62.8 million. The company's GAAP net earnings increased by 26.0% compared to the prior year quarter, and free cash flow was $39.8 million.

  • Net sales reached a record $240.0 million, a 4.9% increase year-over-year.
  • GAAP net earnings increased by 26.0% to $33.6 million compared to the prior year quarter.
  • Adjusted EBITDA reached a record $62.8 million, a 13.4% increase year-over-year.
  • GAAP earnings per share was $1.03, compared to $0.82 in the prior year quarter, and adjusted earnings per share was $1.13, compared to $0.95 in the prior year quarter.

Headline financials

Total Revenue

$240M

Previous: $229M+4.9%
EPS (adj)

$1.03

Previous: $0.83+24.1%
Free Cash Flow

$39.8M

No prior period
Net Income

$33.6M

Previous: $26.6M+26.1%
Operating Income

$47.4M

Previous: $38.3M+23.8%
Gross Profit

$86.3M

Previous: $75M+15.1%

Revenue & EPS history

Balchem · Revenue · Quarterly

$240M

Q4 2024+4.9%vs Q4 2023
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

Balchem · $228M total across 3 segments · Q3 2023

  • Human Nutrition & Health
    $144M+1.3%
  • Animal Nutrition & Health
    $53.9M-17.8%
  • Specialty Products
    $30M+1.2%

Forward guidance

Balchem is focused on 2025 and beyond, and management is excited about the growth opportunities and believes the company is well positioned to deliver ongoing growth for shareholders.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.0%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.9%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+25.0%

Q1 2014

Best reaction

-16.3%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.8%-7.0%-9.7%
Q4 2025-2.3%+2.6%-7.4%
Q3 2025+4.1%+3.9%+1.3%
Q1 2025-2.6%-1.5%+4.8%
Q4 2024+1.5%+7.0%-0.1%
Q3 2024+2.8%+1.6%+9.8%
Q2 2024+3.9%+1.5%-1.2%
Q1 2024-1.8%-3.0%-8.8%
Q4 2023+7.4%+5.0%+6.8%
Q3 2023-5.0%-4.1%+1.1%
Q2 2023+4.8%+5.0%+7.1%
Q1 2023+1.7%+0.5%+5.2%
Q4 2022-2.0%-0.2%-7.7%
Q3 2022-0.6%-0.5%+5.4%
Q2 2022-5.2%-6.6%+2.3%
Q1 2022+1.6%-0.9%-10.5%
Q4 2021+1.0%-0.7%+1.2%
Q3 2021-0.8%+2.3%+7.9%
Q2 2021-0.8%-2.5%+2.7%
Q1 2021-0.2%-0.1%+0.5%
Q4 2020+5.4%+6.4%+10.7%
Q3 2020-1.7%-0.5%+3.3%
Q2 2020+4.6%+4.7%+0.3%
Q1 2020-5.4%-3.9%-9.3%
Q4 2019-10.7%-13.3%-15.9%
Q3 2019+2.9%+1.2%-0.8%
Q2 2019-16.3%-15.9%-13.5%
Q1 2019+1.1%+4.0%+9.4%
Q4 2018+8.0%+12.4%+10.7%
Q3 2018-4.9%-4.9%-13.7%
Q2 2018+1.1%+1.3%+10.1%
Q1 2018-1.3%+2.2%+7.9%
Q4 2017+2.3%+5.9%+8.6%
Q3 2017+1.0%-0.7%+1.3%
Q2 2017-2.6%-3.9%-1.8%
Q1 2017-3.3%-5.3%-1.8%
Q4 2016+5.2%+2.2%-2.5%
Q3 2016-4.5%+0.8%+12.3%
Q2 2016+1.3%+2.0%+8.7%
Q1 2016+0.3%
Q4 2015-0.4%
Q3 2015-2.0%
Q2 2015+5.2%
Q1 2015-0.5%
Q4 2014-3.4%
Q3 2014+6.7%
Q2 2014+2.5%
Q1 2014+25.0%
Q4 2013+0.4%
Q3 2013-4.9%
Q2 2013+1.3%
Q1 2013-2.3%
Q4 2012+0.8%
Q3 2012-10.5%
Q2 2012+5.9%
Q1 2011+2.1%
Q4 2011+2.1%
Q1 2012+2.4%
Q1 2010-4.1%
Q4 2009-4.1%
Q3 2010-3.2%
Q3 2011-3.2%
Q2 2011+1.0%
Q4 2010+1.0%
Q2 2010+1.0%

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