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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Donnelley Financial Solutions, Inc. (DFIN). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $172.5M, roughly 1.6× Donnelley Financial Solutions, Inc.). BALCHEM CORP runs the higher net margin — 14.9% vs 3.6%, a 11.3% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs 8.1%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $33.8M). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs -7.9%).
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.
Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets.
BCPC vs DFIN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $172.5M |
| Net Profit | $40.3M | $6.2M |
| Gross Margin | — | — |
| Operating Margin | 20.5% | 8.3% |
| Net Margin | 14.9% | 3.6% |
| Revenue YoY | 8.1% | 10.4% |
| Net Profit YoY | 8.7% | -1.6% |
| EPS (diluted) | $1.25 | $0.31 |
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 | $263.6M | $172.5M | ||
| Q3 25 | $267.6M | $175.3M | ||
| Q2 25 | $255.5M | $218.1M | ||
| Q1 25 | $250.5M | $201.1M | ||
| Q4 24 | $240.0M | $156.3M | ||
| Q3 24 | $239.9M | $179.5M | ||
| Q2 24 | $234.1M | $242.7M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $6.2M | ||
| Q3 25 | $40.3M | $-40.9M | ||
| Q2 25 | $38.3M | $36.1M | ||
| Q1 25 | $37.1M | $31.0M | ||
| Q4 24 | $33.6M | $6.3M | ||
| Q3 24 | $33.8M | $8.7M | ||
| Q2 24 | $32.1M | $44.1M |
| 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 | 19.8% | 8.3% | ||
| Q3 25 | 20.4% | 16.1% | ||
| Q2 25 | 20.1% | 24.2% | ||
| Q1 25 | 20.4% | 22.8% | ||
| Q4 24 | 19.8% | 6.0% | ||
| Q3 24 | 20.0% | 10.1% | ||
| Q2 24 | 19.6% | 26.6% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 3.6% | ||
| Q3 25 | 15.1% | -23.3% | ||
| Q2 25 | 15.0% | 16.6% | ||
| Q1 25 | 14.8% | 15.4% | ||
| Q4 24 | 14.0% | 4.0% | ||
| Q3 24 | 14.1% | 4.8% | ||
| Q2 24 | 13.7% | 18.2% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.31 | ||
| Q3 25 | $1.24 | $-1.49 | ||
| Q2 25 | $1.17 | $1.28 | ||
| Q1 25 | $1.13 | $1.05 | ||
| Q4 24 | $1.03 | $0.21 | ||
| Q3 24 | $1.03 | $0.29 | ||
| Q2 24 | $0.98 | $1.47 |
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 | $24.5M |
| Total DebtLower is stronger | — | $171.3M |
| Stockholders' EquityBook value | $1.3B | $379.2M |
| Total Assets | $1.7B | $800.4M |
| Debt / EquityLower = less leverage | — | 0.45× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $24.5M | ||
| Q3 25 | $65.1M | $22.7M | ||
| Q2 25 | $65.4M | $33.8M | ||
| Q1 25 | $49.9M | $16.2M | ||
| Q4 24 | $49.5M | $57.3M | ||
| Q3 24 | $73.7M | $33.6M | ||
| Q2 24 | $63.7M | $35.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $171.3M | ||
| Q3 25 | — | $154.7M | ||
| Q2 25 | — | $190.1M | ||
| Q1 25 | — | $189.5M | ||
| Q4 24 | — | $124.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $379.2M | ||
| Q3 25 | $1.3B | $423.1M | ||
| Q2 25 | $1.3B | $432.1M | ||
| Q1 25 | $1.2B | $419.9M | ||
| Q4 24 | $1.1B | $436.1M | ||
| Q3 24 | $1.2B | $444.5M | ||
| Q2 24 | $1.1B | $441.5M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $800.4M | ||
| Q3 25 | $1.7B | $816.3M | ||
| Q2 25 | $1.7B | $874.7M | ||
| Q1 25 | $1.6B | $852.8M | ||
| Q4 24 | $1.6B | $841.6M | ||
| Q3 24 | $1.6B | $843.6M | ||
| Q2 24 | $1.6B | $882.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.37× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | — | ||
| Q2 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 | $40.1M | $59.8M |
| Free Cash FlowOCF − Capex | $33.8M | $47.9M |
| FCF MarginFCF / Revenue | 12.5% | 27.8% |
| Capex IntensityCapex / Revenue | 2.3% | 6.9% |
| Cash ConversionOCF / Net Profit | 0.99× | 9.65× |
| TTM Free Cash FlowTrailing 4 quarters | — | $107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $59.8M | ||
| Q3 25 | $65.6M | $74.4M | ||
| Q2 25 | $47.3M | $68.4M | ||
| Q1 25 | $36.5M | $-37.7M | ||
| Q4 24 | $52.3M | $56.4M | ||
| Q3 24 | $51.3M | $86.4M | ||
| Q2 24 | $45.0M | $56.2M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $47.9M | ||
| Q3 25 | — | $59.2M | ||
| Q2 25 | — | $51.7M | ||
| Q1 25 | — | $-51.0M | ||
| Q4 24 | — | $41.3M | ||
| Q3 24 | — | $67.3M | ||
| Q2 24 | — | $36.8M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 27.8% | ||
| Q3 25 | — | 33.8% | ||
| Q2 25 | — | 23.7% | ||
| Q1 25 | — | -25.4% | ||
| Q4 24 | — | 26.4% | ||
| Q3 24 | — | 37.5% | ||
| Q2 24 | — | 15.2% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | — | 8.7% | ||
| Q2 25 | — | 7.7% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | — | 10.6% | ||
| Q2 24 | — | 8.0% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 9.65× | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 1.23× | 1.89× | ||
| Q1 25 | 0.98× | -1.22× | ||
| Q4 24 | 1.56× | 8.95× | ||
| Q3 24 | 1.52× | 9.93× | ||
| Q2 24 | 1.40× | 1.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
Segment breakdown not available.
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
