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Balchem Corporation 8-K Filings

BCPC NASDAQ

Every 8-K that Balchem Corporation (BCPC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow BCPC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BCPC filings page.

Rhea-AI Summary

Balchem Corporation reported a strong second quarter of 2026, with net sales of $284.0 million, up 11.2% from a year earlier, and GAAP net earnings of $44.6 million, up 16.6%. Adjusted EBITDA was $77.9 million, an increase of 12.6%, while diluted GAAP EPS rose to $1.39 and adjusted EPS to $1.49. Free cash flow was $36.2 million on cash from operations of $46.7 million.

All three segments grew, with Human Nutrition and Health delivering record quarterly sales of $176.9 million and record earnings from operations of $42.4 million; Animal Nutrition and Health sales rose 15.0% to $64.5 million, and Specialty Products posted record sales of $40.5 million. Gross margin rose to $103.7 million, or 36.5% of sales. Balchem extended its senior secured revolving credit facility to July 24, 2031 and increased capacity from $550 million to $650 million. Net debt was $88.8 million with a net leverage ratio of 0.3x, and the company repurchased approximately $29 million of stock in the quarter and $114 million over the trailing twelve months.

Rhea-AI Summary

Balchem Corporation amended its Amended and Restated Credit Agreement on July 24, 2026, increasing the aggregate revolving commitment from $550 million to $650 million and extending the facility’s maturity from July 27, 2027 to July 24, 2031.

The amendment permits foreign subsidiary Balchem B.V. to borrow, eliminates a 10 basis point adjustment to the applicable SOFR rate, and reduces applicable margins for loans at Tier 3 and 4 Consolidated Net Leverage Ratios by 12.5 basis points in each tier, with corresponding base rate reductions. An Omnibus Reaffirmation and Amendment Agreement confirms that existing security and pledge arrangements and related liens and guarantees remain in effect.

Rhea-AI Summary

Balchem Corporation reported the results of its Annual Meeting of Shareholders held on June 18, 2026. Shareholders elected Class 3 directors David Fischer and Daniel Knutson to serve until the 2029 annual meeting, with each receiving over 26 million votes in favor.

Shareholders also ratified the appointment of RSM US LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. In addition, they gave advisory approval to the compensation of the company’s named executive officers through a say‑on‑pay vote.

Rhea-AI Summary

Balchem Corporation reported strong results for the first quarter of 2026, showing growth across all segments. Net sales were $270.7 million, up 8.1% from a year earlier, with GAAP net earnings of $40.3 million, up 8.7%. Adjusted EBITDA reached $74.3 million, an increase of 12.1%.

GAAP diluted earnings per share were $1.25 versus $1.13 in the prior-year quarter, while adjusted diluted EPS was $1.33 versus $1.22. Human Nutrition and Health, Animal Nutrition and Health, and Specialty Products all delivered higher sales and earnings from operations, with Specialty Products achieving record earnings.

Cash flows from operations were $40.1 million and free cash flow was $33.8 million. Balchem returned capital through a $30.8 million dividend and $15.7 million of share repurchases and ended the quarter with $72.9 million in cash, $169.0 million of revolving debt and net debt of $96.1 million.

Rhea-AI Summary

Balchem Corporation reported strong fourth quarter and full year 2025 results, with broad-based growth across all segments. In Q4 2025, net sales rose 9.8% to $263.6 million, GAAP net earnings increased 16.8% to $39.2 million, and adjusted EBITDA reached $67.9 million. GAAP diluted EPS was $1.21 versus $1.03 a year earlier, while adjusted diluted EPS improved to $1.31 from $1.13. Free cash flow for the quarter was $51.2 million.

For full year 2025, Balchem delivered record net sales of $1.037 billion, up 8.8%, and record GAAP net earnings of $154.8 million, up 20.5%. GAAP diluted EPS increased to $4.75 from $3.93, and adjusted diluted EPS rose to $5.15 from $4.37. Record adjusted EBITDA was $274.9 million, and record free cash flow was $173.6 million, supported by net cash from operating activities of $216.6 million. All three segments — Human Nutrition and Health, Animal Nutrition and Health, and Specialty Products — grew sales and earnings from operations year over year. The company ended 2025 with $74.6 million of cash, revolving loan borrowings of $164.0 million, net debt of $89.4 million, and a net leverage ratio of 0.3x, after significant share repurchases and a double-digit dividend increase.

Rhea-AI Summary

Balchem Corporation appointed Erin L. Gilson as Vice President and Chief Accounting Officer, effective April 1, 2026. She succeeds William A. Backus, whose retirement from the same role on March 31, 2026 had been previously announced.

Gilson has been with Balchem since February 2016 and currently serves as Senior Director of Accounting and Financial Reporting. The company states there are no material changes to her compensatory arrangement in connection with this election.

Rhea-AI Summary

Balchem Corporation furnished an update on its business by reporting earnings for the quarter ended September 30, 2025. The company issued a press release with the results, which is attached as Exhibit 99.1.

The disclosure was provided under Item 2.02 and is designated as “furnished,” meaning it is not deemed filed under Section 18 of the Exchange Act. Balchem’s common stock trades on Nasdaq under the symbol BCPC.

Rhea-AI Summary

Balchem Corporation held its Annual Meeting of Shareholders on June 18, 2025, where three significant matters were put to vote:

  • Board Elections: Three Class 1 directors were elected to serve until 2028: - Theodore L. Harris (24.9M votes for) - Monica Vicente (26.4M votes for) - Matthew Wineinger (26.1M votes for)
  • Auditor Appointment: Shareholders strongly approved RSM US LLP as the independent registered public accounting firm for FY2025, with 28.8 million votes in favor (98.2% approval)
  • Executive Compensation: The say-on-pay vote passed with 25.4 million votes in favor (93.6% of votes cast), showing strong shareholder support for the company's executive compensation practices

All proposals received substantial shareholder approval, indicating strong governance alignment and shareholder satisfaction with the company's direction.