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Side-by-side financial comparison of ALLEGRO MICROSYSTEMS, INC. (ALGM) and BALCHEM CORP (BCPC). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $229.2M, roughly 1.2× ALLEGRO MICROSYSTEMS, INC.). BALCHEM CORP runs the higher net margin — 14.9% vs 3.6%, a 11.3% gap on every dollar of revenue. On growth, ALLEGRO MICROSYSTEMS, INC. posted the faster year-over-year revenue change (28.9% vs 8.1%). ALLEGRO MICROSYSTEMS, INC. produced more free cash flow last quarter ($41.3M vs $33.8M). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs -2.4%).
Allegro MicroSystems, Inc. is a global semiconductor firm designing and manufacturing high-performance power and sensing integrated circuits. Its core products include magnetic sensors, power ICs, and motion control solutions, serving automotive, industrial, consumer electronics, and communications markets worldwide.
Balchem Corp is a global specialty chemicals and nutritional ingredients provider that develops, manufactures and distributes application-specific products for human nutrition, animal health, pharmaceutical and industrial end markets, serving customers across North America, Europe and Asia Pacific.
ALGM vs BCPC — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $229.2M | $270.7M |
| Net Profit | $8.3M | $40.3M |
| Gross Margin | 46.7% | — |
| Operating Margin | 4.2% | 20.5% |
| Net Margin | 3.6% | 14.9% |
| Revenue YoY | 28.9% | 8.1% |
| Net Profit YoY | 221.0% | 8.7% |
| EPS (diluted) | $0.04 | $1.25 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $270.7M | ||
| Q4 25 | $229.2M | $263.6M | ||
| Q3 25 | $214.3M | $267.6M | ||
| Q2 25 | $203.4M | $255.5M | ||
| Q1 25 | $192.8M | $250.5M | ||
| Q4 24 | $177.9M | $240.0M | ||
| Q3 24 | $187.4M | $239.9M | ||
| Q2 24 | $166.9M | $234.1M |
| Q1 26 | — | $40.3M | ||
| Q4 25 | $8.3M | $39.2M | ||
| Q3 25 | $6.5M | $40.3M | ||
| Q2 25 | $-13.2M | $38.3M | ||
| Q1 25 | $-14.8M | $37.1M | ||
| Q4 24 | $-6.9M | $33.6M | ||
| Q3 24 | $-33.7M | $33.8M | ||
| Q2 24 | $-17.7M | $32.1M |
| Q1 26 | — | — | ||
| Q4 25 | 46.7% | 35.6% | ||
| Q3 25 | 46.3% | 35.7% | ||
| Q2 25 | 44.9% | 36.4% | ||
| Q1 25 | 41.4% | 35.2% | ||
| Q4 24 | 45.7% | 36.0% | ||
| Q3 24 | 45.7% | 35.6% | ||
| Q2 24 | 44.8% | 35.5% |
| Q1 26 | — | 20.5% | ||
| Q4 25 | 4.2% | 19.8% | ||
| Q3 25 | 2.9% | 20.4% | ||
| Q2 25 | -1.3% | 20.1% | ||
| Q1 25 | -6.8% | 20.4% | ||
| Q4 24 | -0.0% | 19.8% | ||
| Q3 24 | 2.2% | 20.0% | ||
| Q2 24 | -6.4% | 19.6% |
| Q1 26 | — | 14.9% | ||
| Q4 25 | 3.6% | 14.9% | ||
| Q3 25 | 3.0% | 15.1% | ||
| Q2 25 | -6.5% | 15.0% | ||
| Q1 25 | -7.7% | 14.8% | ||
| Q4 24 | -3.9% | 14.0% | ||
| Q3 24 | -18.0% | 14.1% | ||
| Q2 24 | -10.6% | 13.7% |
| Q1 26 | — | $1.25 | ||
| Q4 25 | $0.04 | $1.21 | ||
| Q3 25 | $0.03 | $1.24 | ||
| Q2 25 | $-0.07 | $1.17 | ||
| Q1 25 | $-0.08 | $1.13 | ||
| Q4 24 | $-0.04 | $1.03 | ||
| Q3 24 | $-0.18 | $1.03 | ||
| Q2 24 | $-0.09 | $0.98 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $155.2M | $72.9M |
| Total DebtLower is stronger | $280.7M | — |
| Stockholders' EquityBook value | $962.7M | $1.3B |
| Total Assets | $1.4B | $1.7B |
| Debt / EquityLower = less leverage | 0.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $72.9M | ||
| Q4 25 | $155.2M | $74.6M | ||
| Q3 25 | $117.5M | $65.1M | ||
| Q2 25 | $129.1M | $65.4M | ||
| Q1 25 | $121.3M | $49.9M | ||
| Q4 24 | $138.5M | $49.5M | ||
| Q3 24 | $188.8M | $73.7M | ||
| Q2 24 | $173.1M | $63.7M |
| Q1 26 | — | — | ||
| Q4 25 | $280.7M | — | ||
| Q3 25 | $280.4M | — | ||
| Q2 25 | $304.8M | — | ||
| Q1 25 | $338.9M | — | ||
| Q4 24 | $368.7M | — | ||
| Q3 24 | $393.0M | — | ||
| Q2 24 | $195.8M | — |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $962.7M | $1.3B | ||
| Q3 25 | $944.2M | $1.3B | ||
| Q2 25 | $922.7M | $1.3B | ||
| Q1 25 | $929.6M | $1.2B | ||
| Q4 24 | $933.0M | $1.1B | ||
| Q3 24 | $937.3M | $1.2B | ||
| Q2 24 | $1.1B | $1.1B |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $1.6B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.4B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.29× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.33× | — | ||
| Q1 25 | 0.36× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.18× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $45.4M | $40.1M |
| Free Cash FlowOCF − Capex | $41.3M | $33.8M |
| FCF MarginFCF / Revenue | 18.0% | 12.5% |
| Capex IntensityCapex / Revenue | 1.8% | 2.3% |
| Cash ConversionOCF / Net Profit | 5.47× | 0.99× |
| TTM Free Cash FlowTrailing 4 quarters | $121.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $40.1M | ||
| Q4 25 | $45.4M | $67.3M | ||
| Q3 25 | $20.4M | $65.6M | ||
| Q2 25 | $61.6M | $47.3M | ||
| Q1 25 | $20.4M | $36.5M | ||
| Q4 24 | $-8.2M | $52.3M | ||
| Q3 24 | $15.5M | $51.3M | ||
| Q2 24 | $34.2M | $45.0M |
| Q1 26 | — | $33.8M | ||
| Q4 25 | $41.3M | — | ||
| Q3 25 | $13.9M | — | ||
| Q2 25 | $51.0M | — | ||
| Q1 25 | $15.0M | — | ||
| Q4 24 | $-21.8M | — | ||
| Q3 24 | $5.6M | — | ||
| Q2 24 | $23.2M | — |
| Q1 26 | — | 12.5% | ||
| Q4 25 | 18.0% | — | ||
| Q3 25 | 6.5% | — | ||
| Q2 25 | 25.1% | — | ||
| Q1 25 | 7.8% | — | ||
| Q4 24 | -12.3% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 13.9% | — |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.8% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 5.2% | — | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 7.7% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 6.6% | — |
| Q1 26 | — | 0.99× | ||
| Q4 25 | 5.47× | 1.72× | ||
| Q3 25 | 3.12× | 1.63× | ||
| Q2 25 | — | 1.23× | ||
| Q1 25 | — | 0.98× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 1.52× | ||
| Q2 24 | — | 1.40× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALGM
| Automotive End Market | $164.5M | 72% |
| Industrial And Other End Market | $64.7M | 28% |
BCPC
Segment breakdown not available.
