Balchem Corporation filings document financial results, governance matters, shareholder votes, and material events for a specialty ingredient manufacturer with Human Nutrition & Health, Animal Nutrition & Health, and Specialty Products segments. Form 8-K reports attach quarterly and annual earnings releases with segment performance, cash flow measures, balance sheet items, debt, and capital-allocation disclosures.
Proxy and shareholder-meeting filings describe board elections, auditor ratification, advisory executive-compensation votes, meeting procedures, corporate governance practices, and executive compensation. Other material-event reports record officer transitions and related governance disclosures, while exhibit and Inline XBRL records support the company’s public reporting framework.
Balchem Corp ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 2,221,969 shares of Common Stock, representing 6.93% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over 2,221,969 shares and sole voting power for 28,552 shares. The disclosure attributes holdings to Vanguard Portfolio Management LLC and affiliates and is signed by a Vanguard officer on 04/28/2026.
Balchem Corporation will hold its 2026 Annual Meeting of Shareholders virtually on June 18, 2026, at 8:30 a.m. EDT. Shareholders of record as of April 21, 2026 can vote online, by phone, or by mail.
Investors are being asked to elect two Class 3 directors to serve until 2029, ratify RSM US LLP as independent auditor for the 2026 fiscal year, and approve on an advisory basis the compensation of named executive officers. The Board unanimously recommends voting FOR all three proposals.
The proxy highlights a governance framework with six independent directors out of seven, a Lead Director, board retirement at age 70, regular self-assessments, and active risk oversight covering cybersecurity, artificial intelligence, and sustainability. Executive pay emphasizes performance, using an Incentive Compensation Plan based on Adjusted EBITDA, revenue, free cash flow, and an ESG modifier. For 2025, Adjusted EBITDA was $274.9 million, revenue was $1,037.2 million, free cash flow was $173.6 million, and ICP payouts were 176.8% of target, reflecting these results.
Balchem Corp’s Chief Accounting Officer Erin Leigh Gilson filed an initial ownership report listing her existing equity position in the company. The filing shows employee stock options covering multiple blocks of common stock with exercise prices from $74.57 to $143.43 and expirations between 2028 and 2034.
Gilson also holds 2,440 shares of common stock directly and 46 shares indirectly through a 401(k) plan as of the reported date. Footnotes describe restricted stock awards of 1,330 shares that vest after three years and 1,110 shares that vest over three years with staged annual vesting.
The Vanguard Group reports it beneficially owns 0 shares (0%) of Balchem Corp common stock. The filing amends prior Schedule 13G filings to reflect an internal realignment effective January 12, 2026, under which certain Vanguard subsidiaries will report holdings separately.
This amendment states Vanguard holds no voting or dispositive power over Balchem common stock and that no single outside person is known to hold more than 5% of the class on Vanguard's behalf. The filing is signed by Ashley Grim on 03/26/2026.
Balchem Corporation filed its annual report describing a diversified specialty ingredients business across Human Nutrition and Health, Animal Nutrition and Health, and Specialty Products. The company serves food, beverage, pharmaceutical, animal health, plant nutrition and industrial markets worldwide.
Backlog was $53,365 thousand at December 31, 2025, modestly above $50,415 thousand a year earlier, with all orders expected to ship in 2026. Balchem invested $43,193 thousand in capital projects and $18,510 thousand in R&D during 2025 to expand capacity, improve efficiency and develop new products.
The company highlights regulatory and environmental exposure around ethylene oxide and propylene oxide, global supply chain and geopolitical risks, cybersecurity threats, labor availability, and raw material inflation. As of year-end 2025 Balchem employed about 1,352 full-time staff worldwide and continued share repurchases, buying back 684,927 shares during 2025.
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.
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.
Balchem Corporation senior executive Job Leonard van Gunsteren reported multiple equity compensation transactions. On February 11, 2026, he received 430 shares of restricted stock that vest over three years and 1,345 common shares from vesting performance stock units for the 2023–2025 performance period.
To cover tax obligations upon vesting, 756 shares were withheld at $178.68 per share on February 11 and 58 shares were withheld at $177.49 per share on February 12. He was also granted 1,600 stock options at an exercise price of $178.68, vesting 20% in year one, 40% in year two, and 40% in year three. After these transactions he directly owns 10,149 common shares and 1,600 stock options.
Reid Martin Luther reported multiple insider transaction types in a Form 4 filing for BCPC. The filing lists transactions totaling 7,900 shares at a weighted average price of $178.57 per share. Following the reported transactions, holdings were 9,073 shares.
Harris Theodore L reported multiple insider transaction types in a Form 4 filing for BCPC. The filing lists transactions totaling 62,743 shares at a weighted average price of $178.58 per share. Following the reported transactions, holdings were 91,373 shares.