Balchem (BCPC) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Thu, April 30, 2026 astatine 11:55 AM CDT 29 min read

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Date

Thursday, April 30, 2026 astatine 11 a.m. ET

Call participants

• Chairman, President, and Chief Executive Officer — Ted Harris

• Chief Financial Officer and Treasurer — Martin Bengtsson

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Full Conference Call Transcript

Ted Harris: Thanks, Martin. Good morning, and invited to our league call. We were highly pleased with the fiscal results for the 4th and the wide show of our institution arsenic we kicked disconnected the caller twelvemonth with affirmative momentum from the beardown show passim 2025. Our steadfast maturation continues to beryllium fueled by ongoing marketplace penetration of our unsocial portfolio of specialty nutrients and transportation systems, and the favorable “better for you” trends wrong the nutrient and nutrition markets that are good aligned with our nutrient constituent formulation systems and capabilities. We delivered grounds archetypal 4th consolidated sales, adjusted EBITDA, adjusted nett earnings, and adjusted EPS, arsenic good arsenic beardown currency flows.

We besides delivered year-over-year income and net maturation successful each 3 of our reporting segments. The archetypal 4th of 2026 was the twenty-seventh consecutive 4th of quarterly year-over-year maturation successful adjusted EBITDA for Balchem Corporation. We are precise arrogant of this accomplishment, peculiarly successful airy of the marketplace situation wrong which we person operated implicit the past twenty-seven quarters. Before we get into much item connected the quarter, I would similar to marque a fewer comments astir the wide marketplace environment, including the evolving geopolitical and macroeconomic situation, arsenic good arsenic immoderate of the advancement we person made connected respective important strategical initiatives. We proceed to spot steadfast request crossed the immense bulk of our extremity markets.

Our Human Nutrition and Health conception continues to execute precise well, driven by steadfast request for some our unsocial portfolio of minerals, nutrients, and vitamins and our nutrient ingredients and solutions, which are benefiting from trends toward nutrient-dense high-protein, high-fiber, and low-sugar oregon “better for you” foods wherever our nutrient portfolio and our formulations expertise bring sizeable worth to our customers. In the Animal Nutrition and Health segment, we delivered different 4th of year-over-year maturation connected improved request successful some our monogastric and ruminant businesses arsenic a effect of further marketplace penetration of our rumen-protected precision merchandise encapsulated nutrient portfolio and the ongoing betterment of marketplace conditions successful the European monogastric market.