vs
Side-by-side financial comparison of Axsome Therapeutics, Inc. (AXSM) 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 $196.0M, roughly 1.4× Axsome Therapeutics, Inc.). BALCHEM CORP runs the higher net margin — 14.9% vs -14.6%, a 29.5% gap on every dollar of revenue. On growth, Axsome Therapeutics, Inc. posted the faster year-over-year revenue change (65.0% vs 8.1%). BALCHEM CORP produced more free cash flow last quarter ($33.8M vs $-18.7M). Over the past eight quarters, Axsome Therapeutics, Inc.'s revenue compounded faster (61.7% CAGR vs 7.5%).
Jazz Pharmaceuticals plc is a global biopharmaceutical company with a focus on oncology and neuroscience. It was founded in 2003 in California, United States and is now headquartered in Dublin, Ireland.
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.
AXSM vs BCPC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $196.0M | $270.7M |
| Net Profit | $-28.6M | $40.3M |
| Gross Margin | — | — |
| Operating Margin | -13.8% | 20.5% |
| Net Margin | -14.6% | 14.9% |
| Revenue YoY | 65.0% | 8.1% |
| Net Profit YoY | 61.9% | 8.7% |
| EPS (diluted) | $-0.55 | $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 | $196.0M | $263.6M | ||
| Q3 25 | $171.0M | $267.6M | ||
| Q2 25 | $150.0M | $255.5M | ||
| Q1 25 | $121.5M | $250.5M | ||
| Q4 24 | $118.8M | $240.0M | ||
| Q3 24 | $104.8M | $239.9M | ||
| Q2 24 | $87.2M | $234.1M |
| Q1 26 | — | $40.3M | ||
| Q4 25 | $-28.6M | $39.2M | ||
| Q3 25 | $-47.2M | $40.3M | ||
| Q2 25 | $-48.0M | $38.3M | ||
| Q1 25 | $-59.4M | $37.1M | ||
| Q4 24 | $-74.9M | $33.6M | ||
| Q3 24 | $-64.6M | $33.8M | ||
| Q2 24 | $-79.3M | $32.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 35.6% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 36.4% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 36.0% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 35.5% |
| Q1 26 | — | 20.5% | ||
| Q4 25 | -13.8% | 19.8% | ||
| Q3 25 | -27.0% | 20.4% | ||
| Q2 25 | -24.5% | 20.1% | ||
| Q1 25 | -46.9% | 20.4% | ||
| Q4 24 | -61.1% | 19.8% | ||
| Q3 24 | -59.8% | 20.0% | ||
| Q2 24 | -89.5% | 19.6% |
| Q1 26 | — | 14.9% | ||
| Q4 25 | -14.6% | 14.9% | ||
| Q3 25 | -27.6% | 15.1% | ||
| Q2 25 | -32.0% | 15.0% | ||
| Q1 25 | -48.9% | 14.8% | ||
| Q4 24 | -63.1% | 14.0% | ||
| Q3 24 | -61.7% | 14.1% | ||
| Q2 24 | -91.0% | 13.7% |
| Q1 26 | — | $1.25 | ||
| Q4 25 | $-0.55 | $1.21 | ||
| Q3 25 | $-0.94 | $1.24 | ||
| Q2 25 | $-0.97 | $1.17 | ||
| Q1 25 | $-1.22 | $1.13 | ||
| Q4 24 | $-1.54 | $1.03 | ||
| Q3 24 | $-1.34 | $1.03 | ||
| Q2 24 | $-1.67 | $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 | $322.9M | $72.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $88.3M | $1.3B |
| Total Assets | $689.8M | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $72.9M | ||
| Q4 25 | $322.9M | $74.6M | ||
| Q3 25 | $325.3M | $65.1M | ||
| Q2 25 | $303.0M | $65.4M | ||
| Q1 25 | $300.9M | $49.9M | ||
| Q4 24 | $315.4M | $49.5M | ||
| Q3 24 | $327.3M | $73.7M | ||
| Q2 24 | $315.7M | $63.7M |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $88.3M | $1.3B | ||
| Q3 25 | $73.7M | $1.3B | ||
| Q2 25 | $73.1M | $1.3B | ||
| Q1 25 | $53.2M | $1.2B | ||
| Q4 24 | $57.0M | $1.1B | ||
| Q3 24 | $92.9M | $1.2B | ||
| Q2 24 | $102.9M | $1.1B |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $689.8M | $1.7B | ||
| Q3 25 | $669.3M | $1.7B | ||
| Q2 25 | $639.8M | $1.7B | ||
| Q1 25 | $596.7M | $1.6B | ||
| Q4 24 | $568.5M | $1.6B | ||
| Q3 24 | $561.5M | $1.6B | ||
| Q2 24 | $548.2M | $1.6B |
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 | $-18.7M | $40.1M |
| Free Cash FlowOCF − Capex | $-18.7M | $33.8M |
| FCF MarginFCF / Revenue | -9.6% | 12.5% |
| Capex IntensityCapex / Revenue | 0.0% | 2.3% |
| Cash ConversionOCF / Net Profit | — | 0.99× |
| TTM Free Cash FlowTrailing 4 quarters | $-93.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $40.1M | ||
| Q4 25 | $-18.7M | $67.3M | ||
| Q3 25 | $1.0M | $65.6M | ||
| Q2 25 | $-32.4M | $47.3M | ||
| Q1 25 | $-43.4M | $36.5M | ||
| Q4 24 | $-26.2M | $52.3M | ||
| Q3 24 | $-18.6M | $51.3M | ||
| Q2 24 | $-30.1M | $45.0M |
| Q1 26 | — | $33.8M | ||
| Q4 25 | $-18.7M | — | ||
| Q3 25 | $988.0K | — | ||
| Q2 25 | $-32.4M | — | ||
| Q1 25 | $-43.7M | — | ||
| Q4 24 | $-26.2M | — | ||
| Q3 24 | $-18.7M | — | ||
| Q2 24 | $-30.2M | — |
| Q1 26 | — | 12.5% | ||
| Q4 25 | -9.6% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | -21.6% | — | ||
| Q1 25 | -36.0% | — | ||
| Q4 24 | -22.1% | — | ||
| Q3 24 | -17.9% | — | ||
| Q2 24 | -34.6% | — |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.1% | — |
| Q1 26 | — | 0.99× | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | 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.
