View Financial HealthBalchem 配当と自社株買い配当金 基準チェック /06Balchem配当を支払う会社であり、現在の利回りは0.59%です。主要情報0.6%配当利回り2.0%バイバック利回り総株主利回り2.6%将来の配当利回り0.9%配当成長10.3%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向20%最近の配当と自社株買いの更新お知らせ • Dec 11Balchem Corporation Declares Dividend, Payable on January 20, 2026Balchem 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.お知らせ • Dec 11Balchem Corporation Announces Dividend, Payable on January 17, 2025Balchem 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.Upcoming Dividend • Dec 19Upcoming dividend of US$0.79 per share at 0.6% yieldEligible 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%).お知らせ • Dec 06Balchem Corporation Announces Dividend, Payable on January 19, 2024Balchem 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.Upcoming Dividend • Dec 16Upcoming dividend of US$0.71 per shareEligible 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%).お知らせ • Dec 07Balchem Corporation Announces Dividend, Payable on January 20, 2023Balchem 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.すべての更新を表示Recent updatesBuy Or Sell Opportunity • 21hNow 20% undervalued after recent price dropOver 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.お知らせ • Apr 28Balchem Corporation, Annual General Meeting, Jun 18, 2026Balchem Corporation, Annual General Meeting, Jun 18, 2026.お知らせ • Apr 16Balchem Corporation to Report Q1, 2026 Results on Apr 30, 2026Balchem Corporation announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 30, 2026お知らせ • Mar 10Balchem Plant Nutrition Launches Metalosate T.E.A.M. Plant Tissue Analysis Digital PlatformBalchem 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.お知らせ • Feb 20Balchem Corporation Elects Erin L. Gilson as Chief Accounting Officer, Effective April 1, 2026As 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.お知らせ • Feb 06Balchem Corporation to Report Q4, 2025 Results on Feb 20, 2026Balchem Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 20, 2026お知らせ • Dec 11Balchem Corporation Declares Dividend, Payable on January 20, 2026Balchem 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.お知らせ • Oct 07Balchem Corporation to Report Q3, 2025 Results on Oct 21, 2025Balchem Corporation announced that they will report Q3, 2025 results Pre-Market on Oct 21, 2025お知らせ • Jul 17Balchem Corporation to Report Q2, 2025 Results on Jul 31, 2025Balchem Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025お知らせ • Apr 28Balchem Corporation, Annual General Meeting, Jun 18, 2025Balchem Corporation, Annual General Meeting, Jun 18, 2025.お知らせ • Apr 11Balchem Corporation to Report Q1, 2025 Results on Apr 24, 2025Balchem Corporation announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Apr 24, 2025お知らせ • Mar 04Balchem Corporation Announces Retirement of William A. Backus as Chief Accounting Officer on March 31, 2026On 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.お知らせ • Feb 07Balchem Corporation to Report Q4, 2024 Results on Feb 21, 2025Balchem Corporation announced that they will report Q4, 2024 results Pre-Market on Feb 21, 2025お知らせ • Dec 11Balchem Corporation Announces Dividend, Payable on January 17, 2025Balchem 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 26Third 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.お知らせ • Oct 18Balchem Corporation Announces Resignation of Joyce Lee as DirectorOn 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.お知らせ • Oct 11Balchem Corporation to Report Q3, 2024 Results on Oct 25, 2024Balchem Corporation announced that they will report Q3, 2024 results Pre-Market on Oct 25, 2024Buy Or Sell Opportunity • Jul 30Now 21% overvalued after recent price riseOver 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 28Second 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.お知らせ • Jul 13Balchem Corporation to Report Q2, 2024 Results on Jul 26, 2024Balchem Corporation announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 26, 2024Recent Insider Transactions • May 12Independent Director recently sold €712k worth of stockOn 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 03First 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.お知らせ • Apr 28Balchem Corporation, Annual General Meeting, Jun 20, 2024Balchem 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.お知らせ • Apr 21Balchem Corporation to Report Q1, 2024 Results on May 03, 2024Balchem Corporation announced that they will report Q1, 2024 results Pre-Market on May 03, 2024Recent Insider Transactions • Feb 26Chairman recently sold €4.2m worth of stockOn 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 18Full 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.お知らせ • Feb 03Balchem Corporation to Report Q4, 2023 Results on Feb 16, 2024Balchem Corporation announced that they will report Q4, 2023 results Pre-Market on Feb 16, 2024Buy Or Sell Opportunity • Feb 01Now 21% overvalued after recent price riseOver 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 19Upcoming dividend of US$0.79 per share at 0.6% yieldEligible 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%).お知らせ • Dec 06Balchem Corporation Announces Dividend, Payable on January 19, 2024Balchem 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 28Third 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.お知らせ • Oct 15Balchem Corporation to Report Q3, 2023 Results on Oct 27, 2023Balchem Corporation announced that they will report Q3, 2023 results Pre-Market on Oct 27, 2023Recent Insider Transactions • Sep 13Independent Director recently sold €465k worth of stockOn 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.お知らせ • Sep 08Balchem Corporation Announces Board Appointments, Effective as of September 6, 2023On 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 30Second 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.お知らせ • Jul 15Balchem Corporation to Report Q2, 2023 Results on Jul 28, 2023Balchem Corporation announced that they will report Q2, 2023 results Pre-Market on Jul 28, 2023Recent Insider Transactions • May 07Senior VP & CTO recently sold €273k worth of stockOn 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 30First 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 23Independent Director recently sold €356k worth of stockOn 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 26Full 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.お知らせ • Feb 11Balchem Corporation to Report Q4, 2022 Results on Feb 24, 2023Balchem Corporation announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 24, 2023Upcoming Dividend • Dec 16Upcoming dividend of US$0.71 per shareEligible 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%).お知らせ • Dec 07Balchem Corporation Announces Dividend, Payable on January 20, 2023Balchem 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 16Insufficient new directorsThere 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 05Third 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 01Insufficient new directorsThere 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.お知らせ • Oct 22Balchem Corporation to Report Q3, 2022 Results on Nov 04, 2022Balchem Corporation announced that they will report Q3, 2022 results on Nov 04, 2022Board Change • Oct 02Insufficient new directorsThere 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.お知らせ • Sep 30James C. Hyde, Senior Vice President and General Manager, Human Nutrition & Health, Notifies Balchem Corporation His Intent to Retire from His RoleOn 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 07Insider recently sold €173k worth of stockOn 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 30Second quarter 2022 earnings releasedSecond 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.お知らせ • Jul 16Balchem Corporation to Report Q2, 2022 Results on Jul 29, 2022Balchem Corporation announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Jul 29, 2022お知らせ • Jun 22Balchem 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.お知らせ • Jun 15Balchem 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.お知らせ • Jun 09Balchem Corporation Announces Resignation of Mark Stach as Company SecretaryBalchem 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.お知らせ • May 02Balchem Corporation, Annual General Meeting, Jun 23, 2022Balchem 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 01First 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.お知らせ • Apr 16Balchem Corporation to Report Q1, 2022 Results on Apr 29, 2022Balchem Corporation announced that they will report Q1, 2022 results Pre-Market on Apr 29, 2022Reported Earnings • Feb 19Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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.お知らせ • Feb 05Balchem Corporation to Report Q4, 2021 Results on Feb 18, 2022Balchem Corporation announced that they will report Q4, 2021 results Pre-Market on Feb 18, 2022Upcoming Dividend • Dec 20Upcoming dividend of US$0.64 per shareEligible 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 31Third 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 11Insider recently sold €946k worth of stockOn 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 31Second 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.お知らせ • Jun 28+ 2 more updatesBalchem Corporation(NasdaqGS:BCPC) dropped from Russell 3000E Value IndexBalchem Corporation(NasdaqGS:BCPC) dropped from Russell 3000E Value IndexExecutive Departure • Jun 24Independent Director Paul Coombs has left the companyOn 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 23Independent Director Paul Coombs has left the companyOn 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 03First 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 11New 90-day high: €107The 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 21Full year 2020 earnings releasedThe 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 21Revenue beats expectationsRevenue 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.お知らせ • Feb 13Paul Coombs Not Stands for Re-Election as Member of Class 2 of the Board of Balchem CorporationOn 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.お知らせ • Feb 06Balchem Corporation to Report Q4, 2020 Results on Feb 19, 2021Balchem Corporation announced that they will report Q4, 2020 results Pre-Market on Feb 19, 2021Is New 90 Day High Low • Jan 05New 90-day high: €94.60The 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 10New 90-day high: €91.00The 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 19Insider recently sold €261k worth of stockOn 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 30Third quarter earnings releasedOver 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 30Third-quarter earnings released: Revenue beats expectationsThird-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.お知らせ • Oct 17Balchem Corp Announces Retirement of Scott Mason, Vice President of Manufacturing and Supply Chain and Vice President and General Manager, Industrial ProductsOn 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.お知らせ • Oct 15Balchem Corporation to Report Q3, 2020 Results on Oct 28, 2020Balchem Corporation announced that they will report Q3, 2020 results at 9:00 AM, Eastern Standard Time on Oct 28, 2020Is New 90 Day High Low • Oct 13New 90-day high: €90.10The 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 18New 90-day low: €79.05The 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.お知らせ • Jul 21Balchem Corporation to Report Q2, 2020 Results on Jul 31, 2020Balchem Corporation announced that they will report Q2, 2020 results at 9:00 AM, Eastern Standard Time on Jul 31, 2020決済の安定と成長配当データの取得安定した配当: BL9BはGerman市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。増加する配当: BL9BはGerman市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。配当利回り対市場Balchem 配当利回り対市場BL9B 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (BL9B)0.6%市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Chemicals)3.7%アナリスト予想 (BL9B) (最長3年)0.9%注目すべき配当: BL9Bの配当金 ( 0.59% ) はGerman市場の配当金支払者の下位 25% ( 1.51% ) と比べると目立ったものではありません。高配当: BL9Bの配当金 ( 0.59% ) はGerman市場の配当金支払者の上位 25% ( 4.51% ) と比較すると低いです。株主への利益配当収益カバレッジ: BL9B German市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: BL9B German市場において目立った配当金を支払っていません。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 19:55終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Balchem Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Robert LabickCJS Securities, Inc.Timothy RameyD.A. Davidson & Co.Raghuram SelvarajuH.C. Wainwright & Co.6 その他のアナリストを表示
お知らせ • Dec 11Balchem Corporation Declares Dividend, Payable on January 20, 2026Balchem 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.
お知らせ • Dec 11Balchem Corporation Announces Dividend, Payable on January 17, 2025Balchem 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.
Upcoming Dividend • Dec 19Upcoming dividend of US$0.79 per share at 0.6% yieldEligible 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%).
お知らせ • Dec 06Balchem Corporation Announces Dividend, Payable on January 19, 2024Balchem 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.
Upcoming Dividend • Dec 16Upcoming dividend of US$0.71 per shareEligible 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%).
お知らせ • Dec 07Balchem Corporation Announces Dividend, Payable on January 20, 2023Balchem 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.
Buy Or Sell Opportunity • 21hNow 20% undervalued after recent price dropOver 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.
お知らせ • Apr 28Balchem Corporation, Annual General Meeting, Jun 18, 2026Balchem Corporation, Annual General Meeting, Jun 18, 2026.
お知らせ • Apr 16Balchem Corporation to Report Q1, 2026 Results on Apr 30, 2026Balchem Corporation announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 30, 2026
お知らせ • Mar 10Balchem Plant Nutrition Launches Metalosate T.E.A.M. Plant Tissue Analysis Digital PlatformBalchem 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.
お知らせ • Feb 20Balchem Corporation Elects Erin L. Gilson as Chief Accounting Officer, Effective April 1, 2026As 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.
お知らせ • Feb 06Balchem Corporation to Report Q4, 2025 Results on Feb 20, 2026Balchem Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 20, 2026
お知らせ • Dec 11Balchem Corporation Declares Dividend, Payable on January 20, 2026Balchem 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.
お知らせ • Oct 07Balchem Corporation to Report Q3, 2025 Results on Oct 21, 2025Balchem Corporation announced that they will report Q3, 2025 results Pre-Market on Oct 21, 2025
お知らせ • Jul 17Balchem Corporation to Report Q2, 2025 Results on Jul 31, 2025Balchem Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025
お知らせ • Apr 28Balchem Corporation, Annual General Meeting, Jun 18, 2025Balchem Corporation, Annual General Meeting, Jun 18, 2025.
お知らせ • Apr 11Balchem Corporation to Report Q1, 2025 Results on Apr 24, 2025Balchem Corporation announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Apr 24, 2025
お知らせ • Mar 04Balchem Corporation Announces Retirement of William A. Backus as Chief Accounting Officer on March 31, 2026On 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.
お知らせ • Feb 07Balchem Corporation to Report Q4, 2024 Results on Feb 21, 2025Balchem Corporation announced that they will report Q4, 2024 results Pre-Market on Feb 21, 2025
お知らせ • Dec 11Balchem Corporation Announces Dividend, Payable on January 17, 2025Balchem 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 26Third 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.
お知らせ • Oct 18Balchem Corporation Announces Resignation of Joyce Lee as DirectorOn 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.
お知らせ • Oct 11Balchem Corporation to Report Q3, 2024 Results on Oct 25, 2024Balchem Corporation announced that they will report Q3, 2024 results Pre-Market on Oct 25, 2024
Buy Or Sell Opportunity • Jul 30Now 21% overvalued after recent price riseOver 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 28Second 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.
お知らせ • Jul 13Balchem Corporation to Report Q2, 2024 Results on Jul 26, 2024Balchem 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 12Independent Director recently sold €712k worth of stockOn 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 03First 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.
お知らせ • Apr 28Balchem Corporation, Annual General Meeting, Jun 20, 2024Balchem 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.
お知らせ • Apr 21Balchem Corporation to Report Q1, 2024 Results on May 03, 2024Balchem Corporation announced that they will report Q1, 2024 results Pre-Market on May 03, 2024
Recent Insider Transactions • Feb 26Chairman recently sold €4.2m worth of stockOn 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 18Full 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.
お知らせ • Feb 03Balchem Corporation to Report Q4, 2023 Results on Feb 16, 2024Balchem Corporation announced that they will report Q4, 2023 results Pre-Market on Feb 16, 2024
Buy Or Sell Opportunity • Feb 01Now 21% overvalued after recent price riseOver 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 19Upcoming dividend of US$0.79 per share at 0.6% yieldEligible 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%).
お知らせ • Dec 06Balchem Corporation Announces Dividend, Payable on January 19, 2024Balchem 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 28Third 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.
お知らせ • Oct 15Balchem Corporation to Report Q3, 2023 Results on Oct 27, 2023Balchem Corporation announced that they will report Q3, 2023 results Pre-Market on Oct 27, 2023
Recent Insider Transactions • Sep 13Independent Director recently sold €465k worth of stockOn 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.
お知らせ • Sep 08Balchem Corporation Announces Board Appointments, Effective as of September 6, 2023On 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 30Second 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.
お知らせ • Jul 15Balchem Corporation to Report Q2, 2023 Results on Jul 28, 2023Balchem Corporation announced that they will report Q2, 2023 results Pre-Market on Jul 28, 2023
Recent Insider Transactions • May 07Senior VP & CTO recently sold €273k worth of stockOn 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 30First 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 23Independent Director recently sold €356k worth of stockOn 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 26Full 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.
お知らせ • Feb 11Balchem Corporation to Report Q4, 2022 Results on Feb 24, 2023Balchem Corporation announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 24, 2023
Upcoming Dividend • Dec 16Upcoming dividend of US$0.71 per shareEligible 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%).
お知らせ • Dec 07Balchem Corporation Announces Dividend, Payable on January 20, 2023Balchem 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 16Insufficient new directorsThere 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 05Third 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 01Insufficient new directorsThere 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.
お知らせ • Oct 22Balchem Corporation to Report Q3, 2022 Results on Nov 04, 2022Balchem Corporation announced that they will report Q3, 2022 results on Nov 04, 2022
Board Change • Oct 02Insufficient new directorsThere 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.
お知らせ • Sep 30James C. Hyde, Senior Vice President and General Manager, Human Nutrition & Health, Notifies Balchem Corporation His Intent to Retire from His RoleOn 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 07Insider recently sold €173k worth of stockOn 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 30Second quarter 2022 earnings releasedSecond 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.
お知らせ • Jul 16Balchem Corporation to Report Q2, 2022 Results on Jul 29, 2022Balchem Corporation announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Jul 29, 2022
お知らせ • Jun 22Balchem 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.
お知らせ • Jun 15Balchem 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.
お知らせ • Jun 09Balchem Corporation Announces Resignation of Mark Stach as Company SecretaryBalchem 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.
お知らせ • May 02Balchem Corporation, Annual General Meeting, Jun 23, 2022Balchem 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 01First 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.
お知らせ • Apr 16Balchem Corporation to Report Q1, 2022 Results on Apr 29, 2022Balchem Corporation announced that they will report Q1, 2022 results Pre-Market on Apr 29, 2022
Reported Earnings • Feb 19Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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.
お知らせ • Feb 05Balchem Corporation to Report Q4, 2021 Results on Feb 18, 2022Balchem Corporation announced that they will report Q4, 2021 results Pre-Market on Feb 18, 2022
Upcoming Dividend • Dec 20Upcoming dividend of US$0.64 per shareEligible 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 31Third 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 11Insider recently sold €946k worth of stockOn 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 31Second 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.
お知らせ • Jun 28+ 2 more updatesBalchem Corporation(NasdaqGS:BCPC) dropped from Russell 3000E Value IndexBalchem Corporation(NasdaqGS:BCPC) dropped from Russell 3000E Value Index
Executive Departure • Jun 24Independent Director Paul Coombs has left the companyOn 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 23Independent Director Paul Coombs has left the companyOn 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 03First 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 11New 90-day high: €107The 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 21Full year 2020 earnings releasedThe 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 21Revenue beats expectationsRevenue 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.
お知らせ • Feb 13Paul Coombs Not Stands for Re-Election as Member of Class 2 of the Board of Balchem CorporationOn 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.
お知らせ • Feb 06Balchem Corporation to Report Q4, 2020 Results on Feb 19, 2021Balchem Corporation announced that they will report Q4, 2020 results Pre-Market on Feb 19, 2021
Is New 90 Day High Low • Jan 05New 90-day high: €94.60The 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 10New 90-day high: €91.00The 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 19Insider recently sold €261k worth of stockOn 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 30Third quarter earnings releasedOver 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 30Third-quarter earnings released: Revenue beats expectationsThird-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.
お知らせ • Oct 17Balchem Corp Announces Retirement of Scott Mason, Vice President of Manufacturing and Supply Chain and Vice President and General Manager, Industrial ProductsOn 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.
お知らせ • Oct 15Balchem Corporation to Report Q3, 2020 Results on Oct 28, 2020Balchem 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 13New 90-day high: €90.10The 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 18New 90-day low: €79.05The 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.
お知らせ • Jul 21Balchem Corporation to Report Q2, 2020 Results on Jul 31, 2020Balchem Corporation announced that they will report Q2, 2020 results at 9:00 AM, Eastern Standard Time on Jul 31, 2020