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Side-by-side financial comparison of BANCFIRST CORP (BANF) 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 $181.0M, roughly 1.5× BANCFIRST CORP). BANCFIRST CORP runs the higher net margin — 32.9% vs 14.9%, a 18.0% gap on every dollar of revenue. On growth, BANCFIRST CORP posted the faster year-over-year revenue change (11.1% vs 8.1%). BANCFIRST CORP produced more free cash flow last quarter ($237.0M vs $33.8M). Over the past eight quarters, BANCFIRST CORP's revenue compounded faster (9.5% CAGR vs 7.5%).
BancFirst Corporation is an Oklahoma-based financial services holding company. The company operates three subsidiary banks, BancFirst, an Oklahoma state-chartered bank; and Pegasus Bank and Worthington Bank, both Texas state-chartered banks.
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.
BANF vs BCPC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $181.0M | $270.7M |
| Net Profit | $59.5M | $40.3M |
| Gross Margin | — | — |
| Operating Margin | 41.6% | 20.5% |
| Net Margin | 32.9% | 14.9% |
| Revenue YoY | 11.1% | 8.1% |
| Net Profit YoY | 5.3% | 8.7% |
| EPS (diluted) | $1.75 | $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 | $181.0M | $263.6M | ||
| Q3 25 | $175.5M | $267.6M | ||
| Q2 25 | $169.3M | $255.5M | ||
| Q1 25 | $164.8M | $250.5M | ||
| Q4 24 | $162.9M | $240.0M | ||
| Q3 24 | $163.7M | $239.9M | ||
| Q2 24 | $153.8M | $234.1M |
| Q1 26 | — | $40.3M | ||
| Q4 25 | $59.5M | $39.2M | ||
| Q3 25 | $62.7M | $40.3M | ||
| Q2 25 | $62.3M | $38.3M | ||
| Q1 25 | $56.1M | $37.1M | ||
| Q4 24 | $56.5M | $33.6M | ||
| Q3 24 | $58.9M | $33.8M | ||
| Q2 24 | $50.6M | $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 | 41.6% | 19.8% | ||
| Q3 25 | 45.0% | 20.4% | ||
| Q2 25 | 47.1% | 20.1% | ||
| Q1 25 | 43.1% | 20.4% | ||
| Q4 24 | 44.2% | 19.8% | ||
| Q3 24 | 45.2% | 20.0% | ||
| Q2 24 | 42.4% | 19.6% |
| Q1 26 | — | 14.9% | ||
| Q4 25 | 32.9% | 14.9% | ||
| Q3 25 | 35.7% | 15.1% | ||
| Q2 25 | 36.8% | 15.0% | ||
| Q1 25 | 34.0% | 14.8% | ||
| Q4 24 | 34.7% | 14.0% | ||
| Q3 24 | 36.0% | 14.1% | ||
| Q2 24 | 32.9% | 13.7% |
| Q1 26 | — | $1.25 | ||
| Q4 25 | $1.75 | $1.21 | ||
| Q3 25 | $1.85 | $1.24 | ||
| Q2 25 | $1.85 | $1.17 | ||
| Q1 25 | $1.66 | $1.13 | ||
| Q4 24 | $1.68 | $1.03 | ||
| Q3 24 | $1.75 | $1.03 | ||
| Q2 24 | $1.51 | $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 | — | $72.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $1.3B |
| Total Assets | $14.8B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $72.9M | ||
| Q4 25 | — | $74.6M | ||
| Q3 25 | — | $65.1M | ||
| Q2 25 | — | $65.4M | ||
| Q1 25 | — | $49.9M | ||
| Q4 24 | — | $49.5M | ||
| Q3 24 | — | $73.7M | ||
| Q2 24 | — | $63.7M |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $1.8B | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.7B | $1.2B | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.5B | $1.1B |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $14.8B | $1.7B | ||
| Q3 25 | $14.2B | $1.7B | ||
| Q2 25 | $14.0B | $1.7B | ||
| Q1 25 | $14.0B | $1.6B | ||
| Q4 24 | $13.6B | $1.6B | ||
| Q3 24 | $13.3B | $1.6B | ||
| Q2 24 | $12.7B | $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 | $285.3M | $40.1M |
| Free Cash FlowOCF − Capex | $237.0M | $33.8M |
| FCF MarginFCF / Revenue | 130.9% | 12.5% |
| Capex IntensityCapex / Revenue | 26.7% | 2.3% |
| Cash ConversionOCF / Net Profit | 4.79× | 0.99× |
| TTM Free Cash FlowTrailing 4 quarters | $430.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $40.1M | ||
| Q4 25 | $285.3M | $67.3M | ||
| Q3 25 | $75.4M | $65.6M | ||
| Q2 25 | $78.1M | $47.3M | ||
| Q1 25 | $77.0M | $36.5M | ||
| Q4 24 | $261.2M | $52.3M | ||
| Q3 24 | $77.6M | $51.3M | ||
| Q2 24 | $100.2M | $45.0M |
| Q1 26 | — | $33.8M | ||
| Q4 25 | $237.0M | — | ||
| Q3 25 | $63.7M | — | ||
| Q2 25 | $64.4M | — | ||
| Q1 25 | $65.6M | — | ||
| Q4 24 | $224.5M | — | ||
| Q3 24 | $72.4M | — | ||
| Q2 24 | $94.1M | — |
| Q1 26 | — | 12.5% | ||
| Q4 25 | 130.9% | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 38.0% | — | ||
| Q1 25 | 39.8% | — | ||
| Q4 24 | 137.8% | — | ||
| Q3 24 | 44.2% | — | ||
| Q2 24 | 61.2% | — |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 26.7% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 8.1% | — | ||
| Q1 25 | 6.9% | — | ||
| Q4 24 | 22.5% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 3.9% | — |
| Q1 26 | — | 0.99× | ||
| Q4 25 | 4.79× | 1.72× | ||
| Q3 25 | 1.20× | 1.63× | ||
| Q2 25 | 1.25× | 1.23× | ||
| Q1 25 | 1.37× | 0.98× | ||
| Q4 24 | 4.62× | 1.56× | ||
| Q3 24 | 1.32× | 1.52× | ||
| Q2 24 | 1.98× | 1.40× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
