Balchem (BCPC) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, February 20, 2026 astatine 11:38 AM CST 34 min read

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Feb. 20, 2026

• Chairman, CEO, & President — Ted Harris

• Chief Financial Officer and Treasurer — Carl Martin Bengtsson

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Ted Harris: Good morning, and invited to our league call. We were precise pleased with the fiscal results reported earlier this greeting for 2025, which capped disconnected different precise beardown twelvemonth for Balchem. We delivered grounds 4th fourth consolidated sales, adjusted EBITDA, and adjusted nett earnings. And I was peculiarly pleased that we delivered coagulated year-over-year income and net maturation successful each of our 3 reporting segments. Before we get into much item connected the quarter, I would similar to bespeak for a fewer minutes connected immoderate of the important accomplishments the Balchem squad achieved implicit the past year. Overall, 2025 was different fantabulous twelvemonth for Balchem.

For the afloat twelvemonth of 2025, we delivered grounds income of $1,037,000,000, increasing 8.8% compared to the anterior year, and passing the $1,000,000,000 people for the archetypal time. And each 3 of our reporting segments contributed nicely to the beardown maturation of the company. We besides delivered grounds net from operations of $209,000,000, an summation of 14.4%, and grounds adjusted EBITDA of $275,000,000, an summation of 9.8% from the anterior year. In addition, we generated grounds escaped currency travel for the twelvemonth of $174,000,000 portion investing $43,000,000 successful superior projects to enactment our continued growth, allowing america to further wage down our indebtedness and trim our leverage ratio connected a nett indebtedness ground to 0.3 times.

Financially, a precise beardown year, capped disconnected with an fantabulous 4th quarter, and a continuation of Balchem’s consistency successful performance. Q4 was our 26th consecutive 4th of year-over-year adjusted EBITDA growth. Throughout 2025, each of our concern segments delivered coagulated maturation connected some the apical and bottommost lines each and each quarter. This consistency is simply a testament to our strategical focus, the fantabulous execution by our teams, and the resilience of our concern model. 2025 turned retired to beryllium different eventful twelvemonth from a macroeconomic and geopolitical perspective. We navigated a dynamic planetary commercialized and tariff situation successful a disciplined and proactive way.

And our intra-regional manufacturing and income exemplary with astir 85% of products sold successful the aforesaid portion they are made, our planetary proviso concatenation with minimal reliance connected China, our robust U.S. manufacturing footprint, combined with our beardown marketplace positions person enabled america to maneuver done the existent concern successfully. We offset tariff impacts done a operation of alternate proviso concatenation options and pricing actions, and we person remained nimble arsenic conditions evolved. At the aforesaid time, we person continued to put successful and beforehand our strategical maturation priorities that volition enactment our aboriginal success.