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Side-by-side financial comparison of BALCHEM CORP (BCPC) and COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($263.6M vs $240.5M, roughly 1.1× COGENT COMMUNICATIONS HOLDINGS, INC.). BALCHEM CORP runs the higher net margin — 14.9% vs -12.8%, a 27.7% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (9.8% vs -4.7%). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (4.9% CAGR vs -4.9%).
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.
Cogent Communications Holdings, Inc. is a multinational internet service provider based in the United States. Cogent's primary services consist of Internet access and data transport, offered on a fiber optic, IP data-only network, along with colocation in data centers.
BCPC vs CCOI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $263.6M | $240.5M |
| Net Profit | $39.2M | $-30.8M |
| Gross Margin | 35.6% | 46.6% |
| Operating Margin | 19.8% | -4.7% |
| Net Margin | 14.9% | -12.8% |
| Revenue YoY | 9.8% | -4.7% |
| Net Profit YoY | 16.8% | 28.9% |
| EPS (diluted) | $1.21 | $-0.63 |
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.
| Q4 25 | $263.6M | $240.5M | ||
| Q3 25 | $267.6M | $241.9M | ||
| Q2 25 | $255.5M | $246.2M | ||
| Q1 25 | $250.5M | $247.0M | ||
| Q4 24 | $240.0M | $252.3M | ||
| Q3 24 | $239.9M | $257.2M | ||
| Q2 24 | $234.1M | $260.4M | ||
| Q1 24 | $239.7M | $266.2M |
| Q4 25 | $39.2M | $-30.8M | ||
| Q3 25 | $40.3M | $-41.5M | ||
| Q2 25 | $38.3M | $-57.8M | ||
| Q1 25 | $37.1M | $-52.0M | ||
| Q4 24 | $33.6M | $-43.3M | ||
| Q3 24 | $33.8M | $-63.1M | ||
| Q2 24 | $32.1M | $-32.3M | ||
| Q1 24 | $29.0M | $-65.3M |
| Q4 25 | 35.6% | 46.6% | ||
| Q3 25 | 35.7% | 45.6% | ||
| Q2 25 | 36.4% | 44.2% | ||
| Q1 25 | 35.2% | 44.4% | ||
| Q4 24 | 36.0% | 38.5% | ||
| Q3 24 | 35.6% | 37.2% | ||
| Q2 24 | 35.5% | 40.0% | ||
| Q1 24 | 34.0% | 36.5% |
| Q4 25 | 19.8% | -4.7% | ||
| Q3 25 | 20.4% | -7.5% | ||
| Q2 25 | 20.1% | -12.8% | ||
| Q1 25 | 20.4% | -16.3% | ||
| Q4 24 | 19.8% | -13.2% | ||
| Q3 24 | 20.0% | -22.5% | ||
| Q2 24 | 19.6% | -18.1% | ||
| Q1 24 | 17.4% | -22.3% |
| Q4 25 | 14.9% | -12.8% | ||
| Q3 25 | 15.1% | -17.2% | ||
| Q2 25 | 15.0% | -23.5% | ||
| Q1 25 | 14.8% | -21.1% | ||
| Q4 24 | 14.0% | -17.2% | ||
| Q3 24 | 14.1% | -24.5% | ||
| Q2 24 | 13.7% | -12.4% | ||
| Q1 24 | 12.1% | -24.5% |
| Q4 25 | $1.21 | $-0.63 | ||
| Q3 25 | $1.24 | $-0.87 | ||
| Q2 25 | $1.17 | $-1.21 | ||
| Q1 25 | $1.13 | $-1.09 | ||
| Q4 24 | $1.03 | $-0.89 | ||
| Q3 24 | $1.03 | $-1.33 | ||
| Q2 24 | $0.98 | $-0.68 | ||
| Q1 24 | $0.89 | $-1.38 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $74.6M | $148.5M |
| Total DebtLower is stronger | — | $1.7B |
| Stockholders' EquityBook value | $1.3B | $-63.8M |
| Total Assets | $1.7B | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $74.6M | $148.5M | ||
| Q3 25 | $65.1M | $147.1M | ||
| Q2 25 | $65.4M | $213.7M | ||
| Q1 25 | $49.9M | $153.8M | ||
| Q4 24 | $49.5M | $198.5M | ||
| Q3 24 | $73.7M | $279.2M | ||
| Q2 24 | $63.7M | $384.4M | ||
| Q1 24 | $60.3M | $118.4M |
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.3B | $-63.8M | ||
| Q3 25 | $1.3B | $-39.2M | ||
| Q2 25 | $1.3B | $46.7M | ||
| Q1 25 | $1.2B | $142.8M | ||
| Q4 24 | $1.1B | $222.8M | ||
| Q3 24 | $1.2B | $323.6M | ||
| Q2 24 | $1.1B | $415.5M | ||
| Q1 24 | $1.1B | $500.6M |
| Q4 25 | $1.7B | $3.1B | ||
| Q3 25 | $1.7B | $3.1B | ||
| Q2 25 | $1.7B | $3.3B | ||
| Q1 25 | $1.6B | $3.1B | ||
| Q4 24 | $1.6B | $3.2B | ||
| Q3 24 | $1.6B | $3.2B | ||
| Q2 24 | $1.6B | $3.3B | ||
| Q1 24 | $1.6B | $3.1B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.53× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $67.3M | $-6.0M |
| Free Cash FlowOCF − Capex | — | $-43.0M |
| FCF MarginFCF / Revenue | — | -17.9% |
| Capex IntensityCapex / Revenue | — | 15.4% |
| Cash ConversionOCF / Net Profit | 1.72× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-198.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $67.3M | $-6.0M | ||
| Q3 25 | $65.6M | $3.1M | ||
| Q2 25 | $47.3M | $-44.0M | ||
| Q1 25 | $36.5M | $36.4M | ||
| Q4 24 | $52.3M | $14.5M | ||
| Q3 24 | $51.3M | $-20.2M | ||
| Q2 24 | $45.0M | $-22.2M | ||
| Q1 24 | $33.4M | $19.2M |
| Q4 25 | — | $-43.0M | ||
| Q3 25 | — | $-33.1M | ||
| Q2 25 | — | $-100.2M | ||
| Q1 25 | — | $-21.7M | ||
| Q4 24 | — | $-31.6M | ||
| Q3 24 | — | $-79.5M | ||
| Q2 24 | — | $-70.9M | ||
| Q1 24 | — | $-21.7M |
| Q4 25 | — | -17.9% | ||
| Q3 25 | — | -13.7% | ||
| Q2 25 | — | -40.7% | ||
| Q1 25 | — | -8.8% | ||
| Q4 24 | — | -12.5% | ||
| Q3 24 | — | -30.9% | ||
| Q2 24 | — | -27.2% | ||
| Q1 24 | — | -8.1% |
| Q4 25 | — | 15.4% | ||
| Q3 25 | — | 15.0% | ||
| Q2 25 | — | 22.8% | ||
| Q1 25 | — | 23.5% | ||
| Q4 24 | — | 18.3% | ||
| Q3 24 | — | 23.0% | ||
| Q2 24 | — | 18.7% | ||
| Q1 24 | — | 15.4% |
| 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× | — | ||
| Q1 24 | 1.15× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
| Human Nutrition And Health | $166.1M | 63% |
| Animal Nutrition And Health | $61.2M | 23% |
| Specialty Products | $34.8M | 13% |
CCOI
Segment breakdown not available.
