Balchem 경영진
경영진 기준 점검 4/4
Balchem CEO는 Ted Harris, Apr2015 에 임명되었습니다 의 임기는 11.42 년입니다. 총 연간 보상은 $7.89M, 15.2% 급여 및 84.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $12.54M 가치에 해당하는 회사 주식의 0.23% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.2 년과 8.6 년입니다.
핵심 정보
Ted Harris
최고경영자
US$7.9m
총 보수
| CEO 급여 비율 | 15.18% |
| CEO 재임 기간 | 11.4yrs |
| CEO 지분 보유율 | 0.2% |
| 경영진 평균 재임 기간 | 4.2yrs |
| 이사회 평균 재임 기간 | 8.6yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Aug 18
BCPC: Share Buybacks And Index Additions Will Support Future Upside Potential
Analysts have raised their fair value estimate for Balchem from $234 to $242, linking the change to updated assumptions for revenue growth, profit margin, and future P/E that are now reflected in the latest price target reset. What’s in the News for Balchem From April 1, 2026 to June 30, 2026, Balchem repurchased 183,249 shares for US$29.64 million, representing 0.57% of shares under its ongoing buyback program.
내러티브 업데이트 • Aug 04
BCPC: Record Earnings And Buybacks Will Support Strong Future Returns
Analysts have raised their price target for Balchem to $207.00 from $200.75, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for Balchem Balchem reported record Q2 2026 net sales, net earnings, and adjusted EBITDA, with revenue at US$284.0 million.Seeking Alpha • Aug 02
Balchem: It's A Buy From Me After Posting Strong Q2 Results
Summary Balchem Corporation posted Q2 results, with EPS of $1.49 beating estimates by $0.07, while surpassing the consensus by $15M and was up 11% YoY. All areas of the business posted impressive results, as the minimum revenue growth for a segment was 8.9%, while the peak was 15% in Animal Nutrition & Health. The stock appears to be trading for a ~9% discount to its fair value right now based on my FCF valuation model. Read the full article on Seeking Alpha내러티브 업데이트 • Jun 26
BCPC: Share Repurchases And Strong Margins Will Support Future Returns
Analysts have lifted their Balchem fair value estimate from $191 to about $200.75, citing updates to their models that include revised assumptions for revenue growth, profit margins, the discount rate, and Balchem's future P/E multiple. What’s in the News for Balchem Balchem reported that from January 1, 2026 to March 31, 2026, the company repurchased 89,880 shares, representing 0.28% of its shares, for US$14.92 million under its existing buyback program.새로운 내러티브 • Mar 13
Long-Term Nutrition And Health Trends Will Support Stronger Margins And Earnings Potential
Catalysts About Balchem Balchem supplies specialty nutrients and ingredients for human, animal and plant health, along with performance gases and related solutions. What are the underlying business or industry changes driving this perspective?
새로운 내러티브 • Feb 26
Encapsulation Investments And International Expansion Will Shape Balanced Future For Nutrition Specialist
Catalysts About Balchem Balchem produces specialty nutrition and ingredient solutions for human, animal and plant health, along with performance gases. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 17
BCPC: Dividend Increase And Buyback Program Will Support Steady Future Returns
Analysts kept their Balchem fair value estimate broadly steady at $191, pointing to only very small tweaks in assumptions such as discount rate, long term revenue growth, profit margin and future P/E as the basis for maintaining their target level. What's in the News On December 9, 2025, Balchem Corporation's Board of Directors declared an annual dividend of $0.96 per share, payable on January 20, 2026, to stockholders of record as of December 23, 2025.분석 기사 • Feb 15
If EPS Growth Is Important To You, Balchem (NASDAQ:BCPC) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...내러티브 업데이트 • Feb 03
BCPC: Share Repurchases And Higher Dividend Will Support Attractive Future Returns
Analysts have maintained their fair value estimate for Balchem at US$191. They have made only minimal adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, indicating that their overall view on the stock's valuation drivers remains essentially unchanged.분석 기사 • Feb 01
Is Now An Opportune Moment To Examine Balchem Corporation (NASDAQ:BCPC)?
Balchem Corporation ( NASDAQ:BCPC ), is not the largest company out there, but it saw a decent share price growth of...내러티브 업데이트 • Jan 20
BCPC: Share Repurchases And Rising Dividend Will Support Attractive Future Returns
Analysts have maintained their Balchem fair value estimate at US$191, with only small tweaks to the discount rate, revenue growth, profit margin, and forward P/E assumptions. This reflects a largely unchanged view on the stock's risk and earnings profile.내러티브 업데이트 • Jan 05
BCPC: Share Repurchases And Dividend Increases Will Support Attractive Future Returns
Analysts kept their fair value estimate for Balchem steady at US$191, pointing to only very small model tweaks in the discount rate, revenue growth, margin and forward P/E assumptions rather than any change in their overall view of the company. What's in the News Balchem Corporation announced a share repurchase program authorizing the company to buy back up to 4,000,000 shares, with no expiration date on the program (Key Developments).내러티브 업데이트 • Dec 20
BCPC: Share Repurchases And Dividend Increases Will Drive Attractive Future Returns
Analysts have maintained their price target on Balchem at approximately $191.00. This reflects only marginal tweaks to underlying assumptions such as discount rate, revenue growth, and profit margin, rather than a material change in their outlook.내러티브 업데이트 • Dec 06
BCPC: Share Repurchases Will Support Attractive Long Term Return Potential
Analysts have lowered their price target on Balchem by approximately $9 to about $191 per share, reflecting more cautious assumptions around revenue growth and profit margins, even though long term valuation multiples are slightly higher. What's in the News Completed a long running share repurchase program, buying back a total of 3,475,622 shares, or about 12.76% of shares outstanding, for approximately $190.58 million since the authorization began in 1999 (Key Developments) During the most recent quarter from July 1, 2025 to September 30, 2025, repurchased 95,760 shares, roughly 0.3% of shares outstanding, for $15.42 million as the final tranche under the existing buyback plan (Key Developments) Valuation Changes The Fair Value Estimate has fallen modestly from about $200.33 to $191.00 per share, reflecting a slightly more conservative outlook.분석 기사 • Dec 01
Balchem (NASDAQ:BCPC) Is Experiencing Growth In Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...분석 기사 • Oct 10
Some Shareholders Feeling Restless Over Balchem Corporation's (NASDAQ:BCPC) P/E Ratio
Balchem Corporation's ( NASDAQ:BCPC ) price-to-earnings (or "P/E") ratio of 31.9x might make it look like a strong sell...분석 기사 • Sep 26
Balchem (NASDAQ:BCPC) Could Easily Take On More Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Oct 28
Balchem's Q3 Shows Record Earnings And Valuation Pressure
Summary Balchem Corporation shows strong long-term growth potential in high-margin segments and product innovation, but faces challenges in Animal Nutrition & Health and rising costs. Balchem's financial momentum in Q3 2024 includes record earnings, improved margins, and significant debt reduction, despite missing revenue estimates. BCPC stock's high P/E ratio of 39.82x suggests big market expectations, but the current valuation may be too high given existing challenges. I rate Balchem as a “Hold” due to high valuation, operational challenges, and potential seasonal slowdown, advising cautious investors to wait for a better entry point. Read the full article on Seeking Alpha
새로운 내러티브 • Aug 29
Innovating In Nutrition And Health Sectors Drives Strong Financial Growth And Market Expansion
Launch of Optifolin+ in the nutrition segment and strong Human Nutrition & Health sales indicate potential for market share expansion and sustained revenue growth.Seeking Alpha • May 10
Balchem: A Tale Of Two Businesses
Summary Balchem Corporation's Q1 2024 earnings surpassed expectations, but the company's full-year bottom-line expansion could be slower than what it achieved for the first quarter. The Human Nutrition & Health segment is riding on the supplements market's growth, while the Animal Nutrition & Health segment is encountering stiff competition in the European animal feed market. It is a tale of two businesses for BCPC, which implies that the stock warrants a Neutral or Hold rating. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Balchem: Potential Turnaround Is In The Price
Summary Balchem registered a -2.5% top-line miss for the fourth quarter of 2023, which is attributable to the underperformance of its Animal Nutrition business. BCPC is well-positioned to achieve positive top line and earnings expansion in the current year, but I deem the stock's valuations to be fair. The Company continues to be rated as a Hold, as my opinion is that the expected 2024 turnaround for BCPC is priced in. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$164m |
| Mar 31 2026 | n/a | n/a | US$158m |
| Dec 31 2025 | US$8m | US$1m | US$155m |
| Sep 30 2025 | n/a | n/a | US$149m |
| Jun 30 2025 | n/a | n/a | US$143m |
| Mar 31 2025 | n/a | n/a | US$137m |
| Dec 31 2024 | US$7m | US$1m | US$128m |
| Sep 30 2024 | n/a | n/a | US$122m |
| Jun 30 2024 | n/a | n/a | US$117m |
| Mar 31 2024 | n/a | n/a | US$115m |
| Dec 31 2023 | US$6m | US$1m | US$109m |
| Sep 30 2023 | n/a | n/a | US$103m |
| Jun 30 2023 | n/a | n/a | US$99m |
| Mar 31 2023 | n/a | n/a | US$99m |
| Dec 31 2022 | US$12m | US$1m | US$105m |
| Sep 30 2022 | n/a | n/a | US$109m |
| Jun 30 2022 | n/a | n/a | US$109m |
| Mar 31 2022 | n/a | n/a | US$102m |
| Dec 31 2021 | US$6m | US$1m | US$96m |
| Sep 30 2021 | n/a | n/a | US$93m |
| Jun 30 2021 | n/a | n/a | US$90m |
| Mar 31 2021 | n/a | n/a | US$88m |
| Dec 31 2020 | US$5m | US$1m | US$85m |
| Sep 30 2020 | n/a | n/a | US$83m |
| Jun 30 2020 | n/a | n/a | US$82m |
| Mar 31 2020 | n/a | n/a | US$81m |
| Dec 31 2019 | US$4m | US$915k | US$80m |
보상 대 시장: Ted의 총 보수(USD7.89M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.46M) 수준입니다.
보상과 수익: Ted의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Ted Harris (61 yo)
11.4yrs
재임 기간
US$7,894,874
보수
Mr. Theodore Lee Harris, also known as Ted, has been the Chief Executive Officer and President at Balchem Corporation since April 28, 2015. He serves as an Independent Director of Pentair Plc since April 3...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Chairman | 11.4yrs | US$7.89m | 0.23% $ 12.5m | |
| Executive VP | 7.6yrs | US$2.97m | 0.068% $ 3.6m | |
| Executive VP | 4.2yrs | US$2.39m | 0.016% $ 855.4k | |
| Senior VP & Chief Human Resources Officer | 4.6yrs | US$1.78m | 0.029% $ 1.6m | |
| Senior VP | 3.8yrs | US$2.25m | 0.013% $ 686.9k | |
| VP & Chief Accounting Officer | less than a year | 데이터 없음 | 0.0078% $ 418.6k | |
| Senior VP & Chief Supply Chain Officer | 5.7yrs | US$1.49m | 0.026% $ 1.4m | |
| Senior VP & GM of Specialty Products | 4yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP and Chief R&D Officer | less than a year | 데이터 없음 | 0.010% $ 542.0k |
4.2yrs
평균 재임 기간
49.5yo
평균 나이
경험이 풍부한 관리: BCPC의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.2 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Chairman | 11.4yrs | US$7.89m | 0.23% $ 12.5m | |
| Independent Director | 8.6yrs | US$251.00k | 0.017% $ 924.1k | |
| Independent Director | 16yrs | US$231.00k | 0.023% $ 1.3m | |
| Lead Independent Director | 11yrs | US$271.00k | 0.021% $ 1.1m | |
| Independent Director | 3yrs | US$231.00k | 0.0031% $ 164.7k | |
| Independent Director | 5.3yrs | US$246.00k | 0.0063% $ 339.7k | |
| Independent Director | 3yrs | US$231.00k | 0.0031% $ 164.7k |
8.6yrs
평균 재임 기간
62yo
평균 나이
경험이 풍부한 이사회: BCPC의 이사회는 경험이 있음으로 간주됩니다(평균 재임 8.6 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 12:09 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Balchem Corporation는 9명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Robert Labick | CJS Securities, Inc. |
| Timothy Ramey | D.A. Davidson & Co. |
| Raghuram Selvaraju | H.C. Wainwright & Co. |