Balchem (BCPC) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.49
- Estimate
- $1.43
- Surprise
- +4.6%
- Revenue (period 2026-06-30)
- $284.0M
- Score at report (before → after)
- 5.9 → 5.9/10
Revenue source: xbrl.
How the report landed
Balchem (BCPC) beat the $1.43 estimate with adjusted EPS of $1.49 — a clear 4.6% upside surprise. TrendMatrix's engine moved from Hold (5.9/10) to Buy (Wait) at 5.9/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates BCPC Hold at 5.6/10.
3 of the last 4 quarters beat the estimate; this quarter's +4.6% surprise compares with a +2.7% four-quarter average. Next scheduled report: 2027-02-19.
What supports the rating
- Strong earnings beat streak (3/4)
What argues against it
- Thin upside margin: 6.3%
- Sector modifier (Basic Materials): -0.1
- Negative momentum
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $166.30
- Price target
- $176.80
- Stop
- $159.28
- Upside to target
- +6.3%
- Reward-to-risk
- 1.3:1
The stock trades at 31.4× trailing but 26.3× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-29 — shown for context, not personalized investment advice.
BCPC at TrendMatrix's latest read
Materials producers report against the commodity cycle — realized-price capture and volume, not the EPS line, are the tells in a quarter like this.
- Industry
- Specialty Chemicals
- Market cap
- $5.30B
- P/E (fwd)
- 26.3
- P/E (ttm)
- 31.4
- 52-week range
- $147.18–$183.90
- Off 52-week high
- 9.6%
- RSI (14)
- 45
- Volume vs avg
- 0.54×
- Score today
- 5.6/10