Every material Form 8-K Balchem filed with the SEC in 2025, 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 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
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 →