Every material Form 8-K Balchem has filed with the SEC since July 26, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Balchem reported results for the quarter ended September 30, 2026, with net sales of $290.7 million, up 8.6% from the prior year quarter, and GAAP net earnings of $46.7 million, up 16.0%. Diluted GAAP earnings per share were $1.46 versus $1.24, and all three reporting segments grew sales and earnings from operations, which points to improving results for shareholders.
Net sales were $290.7 million, up 8.6%; GAAP net earnings were $46.7 million, up 16.0%.
GAAP diluted EPS was $1.46 versus $1.24; adjusted EPS was $1.57 versus $1.35.
Free cash flow was $57.9 million; the company repurchased about $28 million of common stock in the quarter.
Net debt was $57.7 million with a leverage ratio of 0.2 times on a net debt basis.
Balchem reported second quarter 2026 results for the period ended June 30, with net sales of $284.0 million and GAAP net earnings of $44.6 million, both up from the prior year quarter. The filing also discloses a July 24, 2026 amendment that raised its senior secured revolving credit facility from $550 million to $650 million and extended its maturity to July 24, 2031.
Net sales were $284.0 million, up 11.2% from $255.5 million in the second quarter of 2025.
GAAP net earnings were $44.6 million, up 16.6%, and GAAP diluted EPS was $1.39 versus $1.17.
Adjusted EBITDA was $77.9 million, up 12.6%, and sales and earnings from operations rose in all three segments.
On July 24, 2026, the revolving credit facility was increased to $650 million and now matures July 24, 2031.
Balchem and its subsidiaries amended their credit agreement with JPMorgan Chase Bank, N.A. and JPMorgan SE. The revolving commitment rises from $550 million to $650 million, and the maturity moves from July 27, 2027 to July 24, 2031. The amendment also lowers borrowing margins at higher leverage levels and lets the foreign subsidiary Balchem B.V. borrow under the facility.
Aggregate revolving commitment increased from $550 million to $650 million
Maturity extended from July 27, 2027 to July 24, 2031
Margin reduced by 12.5 basis points in pricing tiers 3 and 4; pricing grid now runs from 1.00% to 1.500% for term benchmark loans based on net leverage
Balchem B.V. enabled to borrow; 10 basis point SOFR adjustment eliminated
Balchem Corporation reported first quarter 2026 results for the period ended March 31, 2026, with net sales up 8.1% and GAAP net earnings up 8.7% from the prior year quarter. Sales and earnings from operations grew in all three reporting segments, and the company reported strong cash flow, though the filing gives no full-year guidance.
Net sales were $270.7 million, up from $250.5 million in the first quarter of 2025.
GAAP net earnings were $40.3 million, and diluted EPS was $1.25 versus $1.13 a year earlier.
Adjusted EPS was $1.33 versus $1.22; free cash flow was $33.8 million.
Results were released April 30, 2026, with a conference call the same day at 11:00 AM ET.
Balchem reported fourth-quarter 2025 net sales of $263.6 million, up 9.8%, and GAAP diluted EPS of $1.21 versus $1.03 a year earlier. For full-year 2025, net sales were $1.037 billion, up 8.8%, and GAAP EPS was $4.75 versus $3.93, and the company said it increased its dividend by a double-digit percentage.
Q4 2025 net earnings were $39.2 million, up 16.8%, and adjusted EBITDA was $67.9 million, up 8.1%.
Q4 adjusted EPS was $1.31 versus $1.13 a year earlier.
Full-year 2025 net earnings were $154.8 million, up 20.5%, and free cash flow was $173.6 million.
Q4 share repurchases totaled $53.6 million, and net debt was $89.4 million at December 31, 2025.
Balchem Corporation said its Vice President and Chief Accounting Officer, William A. Backus, is retiring on March 31, 2026. The Board elected Erin L. Gilson, currently Senior Director, Accounting and Financial Reporting, to succeed him effective April 1, 2026. The filing says there are no material changes to Ms. Gilson's compensatory arrangement, so the change is an internal succession and does not alter the company's financial figures.
William A. Backus, Vice President and Chief Accounting Officer, retires March 31, 2026, as previously announced on March 3, 2025
Board elected Erin L. Gilson on February 12, 2026, as Vice President and Chief Accounting Officer, effective April 1, 2026
Ms. Gilson joined Balchem in February 2016 and currently serves as Senior Director, Accounting and Financial Reporting
No material changes to Ms. Gilson's compensatory arrangement as a result of this election
Balchem Corporation reported third quarter 2025 results for the period ended September 30, 2025, with net sales up 11.5% to $267.6 million and GAAP net earnings up 19.1% to $40.3 million. Both sales and earnings grew in all three reporting segments, and the filing gives no revised full-year guidance.
Net sales were $267.6 million, up $27.6 million or 11.5% from the prior year quarter.
GAAP diluted EPS was $1.24 versus $1.03; adjusted EPS was $1.35 versus $1.13.
Adjusted EBITDA was $71.4 million, up 11.0%, and free cash flow was $50.7 million.
The company made $36.0 million of net revolving loan repayments and repurchased $15.4 million of common stock in the quarter.
Balchem reported second-quarter 2025 results for the quarter ended June 30, 2025, with net sales of $255.5 million, up 9.1% from the prior year quarter, and GAAP net earnings of $38.3 million, up 19.4%. All three reporting segments grew sales and earnings from operations, and the company repurchased $33.3 million of common stock during the quarter.
Net sales were $255.5 million, up $21.4 million, or 9.1%, from $234.1 million a year earlier.
GAAP diluted EPS was $1.17 versus $0.98; adjusted EPS was $1.27 versus $1.09.
Adjusted EBITDA was $69.2 million, up 11.2% from $62.3 million; free cash flow was $40.7 million.
Share repurchases totaled $33.3 million in the quarter, and the company announced a planned $36 million micro-encapsulation facility in Orange County, NY, subject to county approval.
Balchem reported first-quarter 2025 results for the period ended March 31, 2025, with net sales of $250.5 million, up 4.5%, and GAAP net earnings of $37.1 million, up 27.8%. Sales and earnings from operations grew in all three segments, and the company described the quarter's net sales and adjusted EBITDA as records.
Net sales $250.5 million, up $10.9 million or 4.5% from the prior year quarter
GAAP diluted EPS $1.13 vs $0.89; adjusted EPS $1.22 vs $1.03
Adjusted EBITDA $66.3 million, up 8.9%; free cash flow $31.0 million
Earnings call on April 24, 2025 at 11:00 AM ET; replay available through May 8, 2025
Balchem said Vice President and Chief Accounting Officer William A. Backus has notified the company he intends to retire on March 31, 2026. The company will name a successor at a later date, and the filing says there are no material changes to his compensation arrangement due to the retirement.
William A. Backus, Vice President and Chief Accounting Officer, plans to retire March 31, 2026
Successor has not been named; the company will announce it at a later date
No material changes to Mr. Backus' compensatory arrangement tied to the retirement
Balchem reported fourth quarter 2024 results on February 21, 2025, with net sales of $240.0 million, up 4.9% from the prior year quarter, and GAAP net earnings of $33.6 million, up 26.0%. For the full year, net sales were $953.7 million and GAAP earnings per share were $3.93, compared with $3.35 in 2023. The filing gives no new financial guidance.
Q4 2024 net sales $240.0 million, up $11.3 million or 4.9%
Q4 GAAP diluted EPS $1.03 vs. $0.82; adjusted EPS $1.13 vs. $0.95
Full-year 2024 GAAP net earnings $128.5 million, up 18.4%; adjusted EBITDA $250.3 million, up 8.4%
Full-year free cash flow $147.2 million; company paid down $119.6 million of debt
Balchem's Compensation Committee approved an Executive Severance Policy for executive officers on February 12, 2025, setting cash severance and benefits when officers are terminated without Cause, with enhanced terms within a Change in Control Period. The committee also approved matching officer deferred compensation contributions up to 6% of base salary, consistent with the 401(k) match.
Policy adopted February 12, 2025; eligibility requires at least one year of employment before termination without Cause outside a Change in Control Period
Within a Change in Control Period, involuntary termination triggers cash severance and full acceleration of time-based equity awards, with performance awards deemed achieved at target
Deferred Comp Plan contributions by executive officers matched in full up to 6% of base salary
Balchem reported third quarter 2024 results for the period ended September 30, 2024, with net sales up 4.3% to $239.9 million and GAAP net earnings up 16.4% to $33.8 million. Adjusted EBITDA rose 7.6% to $64.4 million, and the company reported $1.2 million...
Net sales were $239.9 million, up 4.3% from $229.9 million in the prior year quarter.
GAAP diluted earnings per share were $1.03, compared with $0.90 a year earlier; adjusted earnings per share were $1.13, compared with $1.04.
Adjusted EBITDA was $64.4 million, up 7.6%, and free cash flow was $42.2 million.
Net debt was $153.3 million after $39.6 million of revolving debt repayments, a net leverage ratio of 0.6 times.
Balchem Corporation said director Joyce Lee resigned from its Board of Directors, accepted on October 16, 2024, under the company's governance guidelines because of a planned change in her principal employment. The Board thanked her for five years of service, and the filing discloses no replacement or financial impact.
Joyce Lee resigned as a Director; the Corporate Governance and Nominating Committee accepted it on October 16, 2024.
The resignation followed a planned change in Ms. Lee's principal employment, per Balchem's Corporate Governance Guidelines.
Ms. Lee served on the Board for about five years, according to the Board's statement.
The filing does not name a successor or any financial effect.
Balchem Corporation rebalanced its board by having four directors resign from one class and get immediately re-elected to another, effective September 20, 2024, so each class has about one-third of the directors. The board also adopted a Maryland provision under which board vacancies may be filled only by a majority of the remaining directors, a change that affects how future board seats are filled.
Daniel Knutson and Joyce Lee moved from Class 2 to Class 3 effective September 20, 2024.
Monica Vicente moved from Class 2 to Class 1, and Kathleen Fish moved from Class 1 to Class 2.
The board adopted the Maryland vacancy provision on September 18, 2024, and filed Articles Supplementary on September 19, 2024.
The filing states the reclassification was solely for rebalancing and that each director's service is deemed uninterrupted.
Balchem reported second quarter 2024 results for the period ended June 30, 2024, with net sales of $234.1 million, up 1.2%, and GAAP net earnings of $32.1 million, up 6.5%. Adjusted EBITDA was a record $62.3 million, up 5.0%, but the Animal Nutrition and Health segment's sales and earnings from operations fell sharply, which partly offset growth in the other two segments.
GAAP diluted earnings per share were $0.98, compared with $0.93 a year earlier; adjusted earnings per share were $1.09, compared with $1.06.
Human Nutrition and Health sales rose 9.0% to $147.9 million, and Specialty Products sales rose 7.2% to $35.1 million.
Animal Nutrition and Health sales fell 19.2% to $49.6 million, and its earnings from operations fell 64.9% to $2.7 million.
Free cash flow was $38.4 million, and the company repaid $35.0 million on its revolving debt, bringing net debt to $202.8 million.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Balchem filing is on SEC EDGAR ↗. 8-K briefs of other companies →