Buy Or Sell Opportunity • May 21
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 6.5% to €132. The fair value is estimated to be €165, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 6.0% in a year. Earnings are forecast to grow by 8.7% in the next year. Anuncio • Apr 28
Balchem Corporation, Annual General Meeting, Jun 18, 2026 Balchem Corporation, Annual General Meeting, Jun 18, 2026. Anuncio • Apr 16
Balchem Corporation to Report Q1, 2026 Results on Apr 30, 2026 Balchem Corporation announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 30, 2026 Anuncio • Mar 10
Balchem Plant Nutrition Launches Metalosate T.E.A.M. Plant Tissue Analysis Digital Platform Balchem Plant Nutrition announced the launch of its Metalosate T.E.A.M. plant tissue analysis digital platform. The platform helps advisors optimize nutrient balance to enhance yield potential and crop quality, while reducing unnecessary input cost in specialty crops. Built as a free service for pest control advisors and agronomists, T.E.A.M. translates plant tissue analysis results into targeted nutrition recommendations that growers can act on with confidence. T.E.A.M., which stands for Technical Evaluation of Albion Minerals, is a proprietary program developed from decades of Balchem research. Using plant tissue analysis, T.E.A.M. evaluates actual nutrient concentrations against crop-specific optimal ranges and then analyzes the relationships between minerals to determine which imbalances are limiting performance. The Metalosate T.E.A.M. methodology removes the guesswork, applying Balchem’s nutrient diagnostic models to prioritize limiting factors. Drawing on decades of research, the platform converts raw tissue data into targeted micronutrient recommendations, providing a clear, defensible plan, rather than a list of data points. Field trials demonstrate the positive impact of comprehensive, precision nutrition across multiple nutrients. In specialty crop studies, programs guided by T.E.A.M. analysis have delivered measurable improvements in yield, quality and overall profitability compared to addressing single deficiencies alone. The launch of T.E.A.M. comes as specialty crop growers seek greater accuracy and confidence in input decisions. As growers prepare for the 2026 growing season, T.E.A.M. allows advisors to integrate plant tissue data into early season planning and in-season crop management strategies. Beyond delivering real-time prescriptive recommendations, T.E.A.M. archives historical tissue analysis data, allowing advisors to track nutrient trends over time. This long-term visibility supports informed decisions season after season and helps reduce unnecessary applications. Metalosate T.E.A.M. is free to use and now available for pest control advisors and agronomists across the U.S. who support tree nuts, tree fruits, berries, vines and other specialty crops. Anuncio • Feb 20
Balchem Corporation Elects Erin L. Gilson as Chief Accounting Officer, Effective April 1, 2026 As previously announced by Balchem Corporation on March 3, 2025, William A. Backus, Vice President and Chief Accounting Officer, is retiring from his position on March 31, 2026. On February 12, 2026, the Board of Directors of the Company elected Erin L. Gilson to serve as Vice President and Chief Accounting Officer, effective April 1, 2026. Ms. Gilson joined the Company in February 2016 and currently serves as Senior Director, Accounting and Financial Reporting. There are no material changes to Ms. Gilson’s compensatory arrangement as a result of this election. Anuncio • Feb 06
Balchem Corporation to Report Q4, 2025 Results on Feb 20, 2026 Balchem Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 20, 2026 Anuncio • Dec 11
Balchem Corporation Declares Dividend, Payable on January 20, 2026 Balchem Corporation announced that on December 9, 2025, its Board of Directors declared a dividend on its shares of common stock equal to $0.96 per share on the Company’s issued and outstanding Common Stock, to be payable on January 20, 2026 to stockholders of record at the close of business on December 23, 2025. This dividend represents an 10.3% increase over last year’s annual dividend. Anuncio • Oct 07
Balchem Corporation to Report Q3, 2025 Results on Oct 21, 2025 Balchem Corporation announced that they will report Q3, 2025 results Pre-Market on Oct 21, 2025 Anuncio • Jul 17
Balchem Corporation to Report Q2, 2025 Results on Jul 31, 2025 Balchem Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025 Anuncio • Apr 28
Balchem Corporation, Annual General Meeting, Jun 18, 2025 Balchem Corporation, Annual General Meeting, Jun 18, 2025. Anuncio • Apr 11
Balchem Corporation to Report Q1, 2025 Results on Apr 24, 2025 Balchem Corporation announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Apr 24, 2025 Anuncio • Mar 04
Balchem Corporation Announces Retirement of William A. Backus as Chief Accounting Officer on March 31, 2026 On March 3, 2025, Balchem Corporation announced that William A. Backus, Chief Accounting Officer, has notified the Company of his intent to retire from his position on March 31, 2026. The Company will announce Mr. Backus’ successor at a later date. Anuncio • Feb 07
Balchem Corporation to Report Q4, 2024 Results on Feb 21, 2025 Balchem Corporation announced that they will report Q4, 2024 results Pre-Market on Feb 21, 2025 Anuncio • Dec 11
Balchem Corporation Announces Dividend, Payable on January 17, 2025 Balchem Corporation announced that on December 9, 2024, its Board of Directors declared a dividend on its shares of common stock equal to $0.87 per share on the Company’s issued and outstanding Common Stock, to be payable on January 17, 2025 to stockholders of record at the close of business on December 26, 2024. This dividend represents an 10.1% increase over last year’s annual dividend. Reported Earnings • Oct 26
Third quarter 2024 earnings released: EPS: US$1.03 (vs US$0.91 in 3Q 2023) Third quarter 2024 results: EPS: US$1.03 (up from US$0.91 in 3Q 2023). Revenue: US$239.9m (up 4.3% from 3Q 2023). Net income: US$33.8m (up 16% from 3Q 2023). Profit margin: 14% (up from 13% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year. Anuncio • Oct 18
Balchem Corporation Announces Resignation of Joyce Lee as Director On October 16, 2024, the Corporate Governance and Nominating Committee of the Balchem Corporation (“Balchem”) Board of Directors (the “Board”) accepted the resignation of Joyce Lee as a Director. Ms. Lee tendered her resignation in accordance with Balchem’s Corporate Governance Guidelines as a result of a planned change in her principal employment. The Board greatly appreciates Ms. Lee’s dedicated service to the Board over the last five years. Anuncio • Oct 11
Balchem Corporation to Report Q3, 2024 Results on Oct 25, 2024 Balchem Corporation announced that they will report Q3, 2024 results Pre-Market on Oct 25, 2024 Buy Or Sell Opportunity • Jul 30
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 28% to €165. The fair value is estimated to be €136, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 6.3%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 36% in the next 2 years. Reported Earnings • Jul 28
Second quarter 2024 earnings released: EPS: US$0.98 (vs US$0.94 in 2Q 2023) Second quarter 2024 results: EPS: US$0.98 (up from US$0.94 in 2Q 2023). Revenue: US$234.1m (up 1.2% from 2Q 2023). Net income: US$32.1m (up 6.5% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. Anuncio • Jul 13
Balchem Corporation to Report Q2, 2024 Results on Jul 26, 2024 Balchem Corporation announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 26, 2024 Recent Insider Transactions • May 12
Independent Director recently sold €712k worth of stock On the 8th of May, David Fischer sold around 5k shares on-market at roughly €142 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.2m. Insiders have been net sellers, collectively disposing of €6.8m more than they bought in the last 12 months. Reported Earnings • May 03
First quarter 2024 earnings released: EPS: US$0.89 (vs US$0.71 in 1Q 2023) First quarter 2024 results: EPS: US$0.89 (up from US$0.71 in 1Q 2023). Revenue: US$239.7m (up 3.1% from 1Q 2023). Net income: US$29.0m (up 28% from 1Q 2023). Profit margin: 12% (up from 9.8% in 1Q 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year. Anuncio • Apr 28
Balchem Corporation, Annual General Meeting, Jun 20, 2024 Balchem Corporation, Annual General Meeting, Jun 20, 2024, at 09:00 Eastern Daylight. Agenda: To consider Election of four Class 2 director nominees to the Board of Directors of Balchem Corporation (“ Balchem” or the “ Company”) to serve until the 2027 Annual Meeting of Shareholders and until their successors are duly elected and qualified; Ratification of the appointment of RSM US LLP (“ RSM”) as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024; and to discuss other matters. Anuncio • Apr 21
Balchem Corporation to Report Q1, 2024 Results on May 03, 2024 Balchem Corporation announced that they will report Q1, 2024 results Pre-Market on May 03, 2024 Recent Insider Transactions • Feb 26
Chairman recently sold €4.2m worth of stock On the 21st of February, Theodore Harris sold around 30k shares on-market at roughly €142 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Theodore's only on-market trade for the last 12 months. Reported Earnings • Feb 18
Full year 2023 earnings released: EPS: US$3.38 (vs US$3.29 in FY 2022) Full year 2023 results: EPS: US$3.38 (up from US$3.29 in FY 2022). Revenue: US$922.4m (down 2.1% from FY 2022). Net income: US$108.5m (up 3.0% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. Anuncio • Feb 03
Balchem Corporation to Report Q4, 2023 Results on Feb 16, 2024 Balchem Corporation announced that they will report Q4, 2023 results Pre-Market on Feb 16, 2024 Buy Or Sell Opportunity • Feb 01
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 19% to €131. The fair value is estimated to be €109, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 7.7%. Revenue is forecast to grow by 9.8% in 2 years. Earnings are forecast to grow by 23% in the next 2 years. Upcoming Dividend • Dec 19
Upcoming dividend of US$0.79 per share at 0.6% yield Eligible shareholders must have bought the stock before 26 December 2023. Payment date: 19 January 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.7%). Anuncio • Dec 06
Balchem Corporation Announces Dividend, Payable on January 19, 2024 Balchem Corporation announced that on December 4, 2023, its Board of Directors declared a dividend on its shares of common stock equal to $0.79 per share on the Company’s issued and outstanding Common Stock, to be payable on January 19, 2024 to stockholders of record at the close of business on December 27, 2023. This dividend represents an 11.3% increase over last year’s annual dividend. Reported Earnings • Oct 28
Third quarter 2023 earnings released: EPS: US$0.90 (vs US$0.79 in 3Q 2022) Third quarter 2023 results: EPS: US$0.90 (up from US$0.79 in 3Q 2022). Revenue: US$229.9m (down 5.9% from 3Q 2022). Net income: US$29.1m (up 15% from 3Q 2022). Profit margin: 13% (up from 10% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year. Anuncio • Oct 15
Balchem Corporation to Report Q3, 2023 Results on Oct 27, 2023 Balchem Corporation announced that they will report Q3, 2023 results Pre-Market on Oct 27, 2023 Recent Insider Transactions • Sep 13
Independent Director recently sold €465k worth of stock On the 11th of September, David Fischer sold around 4k shares on-market at roughly €122 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months. Anuncio • Sep 08
Balchem Corporation Announces Board Appointments, Effective as of September 6, 2023 On September 1, 2023, the board of directors of Balchem Corporation elected Olivier Rigaud and Monica Vicente to the board, effective as of September 6, 2023, respectively. Mr. Rigaud, age 58, is the chief executive officer of Corbion N.V. Ms. Vicente, age 58, is the Senior Vice President and Chief Financial Officer of Fresh Del Monte Produce Inc. Mr. Rigaud and Ms. Vicente will each serve as a Class 2 Director and will stand for election at the company’s 2024 Annual Meeting of Shareholders. The Board has determined that Mr. Rigaud and Ms. Vicente are each an independent director under The Nasdaq Stock Marketing LLC Rules and the Company's Corporate Governance Guidelines. Mr. Rigaud and Ms. Vicente each bring relevant market expertise and strong global business acumen to the Board. Mr. Rigaud will serve as a member of the Audit Committee and the Corporate Governance and Nominating Committee. Ms. Vicente will serve as a member of the Audit Committee. The Board has determined that Mr. Rigaud and Ms. Vicente are each qualified as an “audit committee financial expert” pursuant to the rules of the U.S. Securities and Exchange Commission (SEC). Reported Earnings • Jul 30
Second quarter 2023 earnings released: EPS: US$0.94 (vs US$0.93 in 2Q 2022) Second quarter 2023 results: EPS: US$0.94 (up from US$0.93 in 2Q 2022). Revenue: US$231.3m (down 2.3% from 2Q 2022). Net income: US$30.1m (up 1.1% from 2Q 2022). Profit margin: 13% (in line with 2Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 1.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year. Anuncio • Jul 15
Balchem Corporation to Report Q2, 2023 Results on Jul 28, 2023 Balchem Corporation announced that they will report Q2, 2023 results Pre-Market on Jul 28, 2023 Recent Insider Transactions • May 07
Senior VP & CTO recently sold €273k worth of stock On the 2nd of May, Michael Sestrick sold around 2k shares on-market at roughly €119 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €356k. Insiders have been net sellers, collectively disposing of €801k more than they bought in the last 12 months. Reported Earnings • Apr 30
First quarter 2023 earnings released: EPS: US$0.71 (vs US$0.90 in 1Q 2022) First quarter 2023 results: EPS: US$0.71 (down from US$0.90 in 1Q 2022). Revenue: US$232.5m (up 1.6% from 1Q 2022). Net income: US$22.7m (down 22% from 1Q 2022). Profit margin: 9.8% (down from 13% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year. Recent Insider Transactions • Mar 23
Independent Director recently sold €356k worth of stock On the 20th of March, David Fischer sold around 3k shares on-market at roughly €119 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €528k more than they bought in the last 12 months. Reported Earnings • Feb 26
Full year 2022 earnings released: EPS: US$3.25 (vs US$2.98 in FY 2021) Full year 2022 results: EPS: US$3.25 (up from US$2.98 in FY 2021). Revenue: US$942.4m (up 18% from FY 2021). Net income: US$105.4m (up 9.6% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 1.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 14% per year. Anuncio • Feb 11
Balchem Corporation to Report Q4, 2022 Results on Feb 24, 2023 Balchem Corporation announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 24, 2023 Upcoming Dividend • Dec 16
Upcoming dividend of US$0.71 per share Eligible shareholders must have bought the stock before 23 December 2022. Payment date: 20 January 2023. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.6%). Anuncio • Dec 07
Balchem Corporation Announces Dividend, Payable on January 20, 2023 Balchem Corporation announced that on December 5, 2022, its Board of Directors declared a dividend on its shares of common stock equal to $0.71 per share on the Company’s issued and outstanding Common Stock, to be payable on January 20, 2023 to stockholders of record at the close of business on December 27, 2022. This dividend represents an 10.9% increase over last year’s annual dividend. Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Kathy Fish was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 05
Third quarter 2022 earnings released: EPS: US$0.78 (vs US$0.78 in 3Q 2021) Third quarter 2022 results: EPS: US$0.78 (up from US$0.78 in 3Q 2021). Revenue: US$244.3m (up 23% from 3Q 2021). Net income: US$25.2m (flat on 3Q 2021). Profit margin: 10% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year. Board Change • Nov 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Kathy Fish was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Anuncio • Oct 22
Balchem Corporation to Report Q3, 2022 Results on Nov 04, 2022 Balchem Corporation announced that they will report Q3, 2022 results on Nov 04, 2022 Board Change • Oct 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Kathy Fish was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Anuncio • Sep 30
James C. Hyde, Senior Vice President and General Manager, Human Nutrition & Health, Notifies Balchem Corporation His Intent to Retire from His Role On September 29, 2022, Balchem Corporation announced that James C. Hyde, Senior Vice President and General Manager, Human Nutrition & Health, has notified the Company of his intent to retire from his role and that he will step down upon the appointment of his successor. Mr. Hyde is expected to stay on for a transition period and retire from the Company in 2023. There are no material changes to Mr. Hyde’s compensatory arrangement as a result of his planned retirement from his current role. Recent Insider Transactions • Aug 07
Insider recently sold €173k worth of stock On the 3rd of August, Job Van Gunsteren sold around 1k shares on-market at roughly €123 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months. Reported Earnings • Jul 30
Second quarter 2022 earnings released Second quarter 2022 results: Revenue: US$236.7m (up 17% from 2Q 2021). Net income: US$29.8m (up 31% from 2Q 2021). Profit margin: 13% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 5.7% growth forecast for the industry in Germany. Anuncio • Jul 16
Balchem Corporation to Report Q2, 2022 Results on Jul 29, 2022 Balchem Corporation announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Jul 29, 2022 Anuncio • Jun 22
Balchem Corporation (NasdaqGS:BCPC) completed the acquisition of Kappa Bioscience AS from Verdane Edda managed by Verdane and others on June 21, 2022. Balchem Corporation (NasdaqGS:BCPC) entered into a Share Purchase Agreement to acquire Kappa Bioscience AS from Verdane Edda managed by Verdane and others for NOK 2.9 billion on June 13, 2022. The purchase price payable is NOK 2.9 billion plus the amount for each day elapsed from (and excluding) the Accounts Date to (and including) the Closing Date and to be reduced by the nominal value of the Shareholder Receivable. Balchem Corporation will be acquiring Kappa for an enterprise value of NOK 3.2 billion. Following the acquisition, Kappa will be included in Balchem’s Human Nutrition and Health business segment. In addition to the purchase price, the sellers have an opportunity to receive an additional payment in 2024 of 0% to 16% of the enterprise value based on growth and other performance targets. The transaction will be financed through Balchem’s existing revolving credit facility and cash on hand. The transaction closing is subject to the completion of customary closing conditions. The closing conditions include Seller having delivered the Swedbank Release Letter to Balchem. The transaction is expected to be accretive to Balchem’s earnings per share in 2022 on an adjusted basis. Kjeld Arne Rogde Thomassen of Ernst & Young Advokatfirma AS advised Balchem. Jakob Villum of Advokatfirmaet CLP DA advised the sellers.
Balchem Corporation (NasdaqGS:BCPC) completed the acquisition of Kappa Bioscience AS from Verdane Edda managed by Verdane and others on June 21, 2022. Anuncio • Jun 15
Balchem Corporation (NasdaqGS:BCPC) entered into an agreement to acquire Kappa Bioscience AS from Verdane Edda managed by Verdane and others. Balchem Corporation (NasdaqGS:BCPC) entered into an agreement to acquire Kappa Bioscience AS from Verdane Edda managed by Verdane and others on June 14, 2022. Balchem Corporation will be acquiring Kappa for an enterprise value of NOK 3.2 billion. Following the acquisition, Kappa will be included in Balchem’s Human Nutrition and Health business segment. The transaction is expected to be accretive to Balchem’s earnings per share in 2022 on an adjusted basis. In addition to the purchase price, the sellers have an opportunity to receive an additional payment in 2024 of 0% to 16% of the enterprise value based on growth and other performance targets. The transaction will be financed through Balchem’s existing revolving credit facility and cash on hand. The transaction closing is subject to the completion of customary closing conditions. Anuncio • Jun 09
Balchem Corporation Announces Resignation of Mark Stach as Company Secretary Balchem Corporation announced that Mark Stach, General Counsel and Secretary of the Company, has notified the Company of his intent to retire and will step down upon the appointment of his successor. Mr. Stach will then stay on for a transition period, retiring from the company by December 31, 2022. Mr. Stach has provided strong leadership in the General Counsel and Secretary role over the last five years and has provided the Company with ample notice to select a successor and allow for an orderly transition of his duties. Anuncio • May 02
Balchem Corporation, Annual General Meeting, Jun 23, 2022 Balchem Corporation, Annual General Meeting, Jun 23, 2022, at 09:00 Eastern Daylight. Agenda: To consider and vote on the election of three class 1 directors to the board of directors of Balchem Corporation to serve until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified; to consider and vote on the ratification of the appointment of RSM US llp as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2022; to consider and vote on a non-binding advisory basis, a resolution to approve the compensation of the company’s named executive officers, as more fully described in the proxy statement for the 2022 annual meeting of stockholders of the company; and to transact such other business as may properly come before the meeting or any postponement or adjournment thereof. Reported Earnings • May 01
First quarter 2022 earnings released: EPS: US$0.89 (vs US$0.73 in 1Q 2021) First quarter 2022 results: EPS: US$0.89 (up from US$0.73 in 1Q 2021). Revenue: US$228.9m (up 23% from 1Q 2021). Net income: US$28.9m (up 24% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 4.0%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year. Anuncio • Apr 16
Balchem Corporation to Report Q1, 2022 Results on Apr 29, 2022 Balchem Corporation announced that they will report Q1, 2022 results Pre-Market on Apr 29, 2022 Reported Earnings • Feb 19
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: US$2.94 (up from US$2.63 in FY 2020). Revenue: US$799.0m (up 14% from FY 2020). Net income: US$96.1m (up 14% from FY 2020). Profit margin: 12% (in line with FY 2020). Revenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 5.4%, compared to a 6.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Anuncio • Feb 05
Balchem Corporation to Report Q4, 2021 Results on Feb 18, 2022 Balchem Corporation announced that they will report Q4, 2021 results Pre-Market on Feb 18, 2022 Upcoming Dividend • Dec 20
Upcoming dividend of US$0.64 per share Eligible shareholders must have bought the stock before 27 December 2021. Payment date: 21 January 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (3.7%). Reported Earnings • Oct 31
Third quarter 2021 earnings released: EPS US$0.78 (vs US$0.67 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$197.9m (up 13% from 3Q 2020). Net income: US$25.0m (up 16% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Aug 11
Insider recently sold €946k worth of stock On the 9th of August, William Backus sold around 8k shares on-market at roughly €112 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months. Reported Earnings • Jul 31
Second quarter 2021 earnings released: EPS US$0.70 (vs US$0.66 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: US$202.4m (up 17% from 2Q 2020). Net income: US$22.7m (up 7.6% from 2Q 2020). Profit margin: 11% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Executive Departure • Jun 24
Independent Director Paul Coombs has left the company On the 17th of June, Paul Coombs' tenure as Independent Director ended after 10.8 years in the role. As of March 2021, Paul still personally held 22.54k shares (€2.4m worth at the time). Paul is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.75 years. Executive Departure • Jun 23
Independent Director Paul Coombs has left the company On the 17th of June, Paul Coombs' tenure as Independent Director ended after 10.8 years in the role. As of March 2021, Paul still personally held 22.54k shares (€2.4m worth at the time). Paul is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.75 years. Reported Earnings • May 03
First quarter 2021 earnings released: EPS US$0.73 (vs US$0.61 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$185.7m (up 6.4% from 1Q 2020). Net income: US$23.4m (up 18% from 1Q 2020). Profit margin: 13% (up from 11% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Mar 11
New 90-day high: €107 The company is up 16% from its price of €92.25 on 11 December 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.17 per share. Reported Earnings • Feb 21
Full year 2020 earnings released The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: US$703.6m (up 9.3% from FY 2019). Net income: US$84.6m (up 6.2% from FY 2019). Profit margin: 12% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Feb 21
Revenue beats expectations Revenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 4.9%, compared to a 5.1% growth forecast for the Chemicals industry in Germany. Anuncio • Feb 13
Paul Coombs Not Stands for Re-Election as Member of Class 2 of the Board of Balchem Corporation On February 10, 2021, Paul Coombs, a member of the Board of Directors (the 'Board') of Balchem Corporation (the 'Company'), notified the Board that he would not stand for re-election as a member of Class 2 of the Board for the 2021-2024 period. Mr. Coomb’s term as a director will end at the conclusion of the annual meeting of shareholders of the Company on June 17, 2021. Mr. Coomb’s decision was not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. Anuncio • Feb 06
Balchem Corporation to Report Q4, 2020 Results on Feb 19, 2021 Balchem Corporation announced that they will report Q4, 2020 results Pre-Market on Feb 19, 2021 Is New 90 Day High Low • Jan 05
New 90-day high: €94.60 The company is up 9.0% from its price of €86.65 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.06 per share. Is New 90 Day High Low • Dec 10
New 90-day high: €91.00 The company is up 11% from its price of €81.90 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €49.38 per share. Recent Insider Transactions • Nov 19
Insider recently sold €261k worth of stock On the 13th of November, Scott Mason sold around 3k shares on-market at roughly €87.10 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Oct 30
Third quarter earnings released Over the last 12 months the company has reported total profits of US$82.8m, up 4.0% from the prior year. Total revenue was US$689.5m over the last 12 months, up 7.6% from the prior year. Analyst Estimate Surprise Post Earnings • Oct 30
Third-quarter earnings released: Revenue beats expectations Third-quarter revenue exceeded analyst estimates by 3.3% at US$175.1m. Revenue is forecast to grow 5.3% over the next year, compared to a 2.3% growth forecast for the Chemicals industry in Germany. Anuncio • Oct 17
Balchem Corp Announces Retirement of Scott Mason, Vice President of Manufacturing and Supply Chain and Vice President and General Manager, Industrial Products On October 13, 2020, Scott Mason, Vice President of Manufacturing and Supply Chain and Vice President and General Manager, Industrial Products, officially informed Balchem Corporation (the “ Company”) of his intent to retire on December 31, 2020. It is anticipated that Mr. Mason will enter into a consulting or similar arrangement with the Company, effective upon his retirement, to assist the Company in the transition of his duties to his successor as needed. Anuncio • Oct 15
Balchem Corporation to Report Q3, 2020 Results on Oct 28, 2020 Balchem Corporation announced that they will report Q3, 2020 results at 9:00 AM, Eastern Standard Time on Oct 28, 2020 Is New 90 Day High Low • Oct 13
New 90-day high: €90.10 The company is up 6.0% from its price of €85.00 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.62 per share. Is New 90 Day High Low • Sep 18
New 90-day low: €79.05 The company is down 3.0% from its price of €81.80 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.33 per share. Anuncio • Jul 21
Balchem Corporation to Report Q2, 2020 Results on Jul 31, 2020 Balchem Corporation announced that they will report Q2, 2020 results at 9:00 AM, Eastern Standard Time on Jul 31, 2020