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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Flywire Corp (FLYW). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $157.5M, roughly 1.7× Flywire Corp). BALCHEM CORP runs the higher net margin — 14.9% vs 0.0%, a 14.9% gap on every dollar of revenue. On growth, Flywire Corp posted the faster year-over-year revenue change (34.0% vs 8.1%). BALCHEM CORP produced more free cash flow last quarter ($33.8M vs $4.5M). Over the past eight quarters, Flywire Corp's revenue compounded faster (17.5% CAGR vs 7.5%).
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.
Flywire Corp is a global payment and receivables solutions provider serving core verticals including education, healthcare, travel, and B2B commerce. It offers secure cross-border payment processing, currency conversion, and workflow tools for organizations and payers worldwide.
BCPC vs FLYW — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $157.5M |
| Net Profit | $40.3M | $33.0K |
| Gross Margin | — | — |
| Operating Margin | 20.5% | -0.6% |
| Net Margin | 14.9% | 0.0% |
| Revenue YoY | 8.1% | 34.0% |
| Net Profit YoY | 8.7% | 100.2% |
| EPS (diluted) | $1.25 | $0.01 |
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 | $157.5M | ||
| Q3 25 | $267.6M | $200.1M | ||
| Q2 25 | $255.5M | $131.9M | ||
| Q1 25 | $250.5M | $133.5M | ||
| Q4 24 | $240.0M | $117.5M | ||
| Q3 24 | $239.9M | $156.8M | ||
| Q2 24 | $234.1M | $103.7M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $33.0K | ||
| Q3 25 | $40.3M | $29.6M | ||
| Q2 25 | $38.3M | $-12.0M | ||
| Q1 25 | $37.1M | $-4.2M | ||
| Q4 24 | $33.6M | $-15.9M | ||
| Q3 24 | $33.8M | $38.9M | ||
| Q2 24 | $32.1M | $-13.9M |
| 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% | -0.6% | ||
| Q3 25 | 20.4% | 16.1% | ||
| Q2 25 | 20.1% | -6.8% | ||
| Q1 25 | 20.4% | -8.2% | ||
| Q4 24 | 19.8% | -4.9% | ||
| Q3 24 | 20.0% | 12.9% | ||
| Q2 24 | 19.6% | -15.2% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 0.0% | ||
| Q3 25 | 15.1% | 14.8% | ||
| Q2 25 | 15.0% | -9.1% | ||
| Q1 25 | 14.8% | -3.1% | ||
| Q4 24 | 14.0% | -13.5% | ||
| Q3 24 | 14.1% | 24.8% | ||
| Q2 24 | 13.7% | -13.4% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.01 | ||
| Q3 25 | $1.24 | $0.23 | ||
| Q2 25 | $1.17 | $-0.10 | ||
| Q1 25 | $1.13 | $-0.03 | ||
| Q4 24 | $1.03 | $-0.12 | ||
| Q3 24 | $1.03 | $0.30 | ||
| Q2 24 | $0.98 | $-0.11 |
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 | $355.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $835.2M |
| Total Assets | $1.7B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $355.0M | ||
| Q3 25 | $65.1M | $377.3M | ||
| Q2 25 | $65.4M | $274.2M | ||
| Q1 25 | $49.9M | $255.3M | ||
| Q4 24 | $49.5M | $611.1M | ||
| Q3 24 | $73.7M | $681.1M | ||
| Q2 24 | $63.7M | $571.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $15.0M | ||
| Q2 25 | — | $60.0M | ||
| Q1 25 | — | $60.0M | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $835.2M | ||
| Q3 25 | $1.3B | $829.1M | ||
| Q2 25 | $1.3B | $792.4M | ||
| Q1 25 | $1.2B | $784.3M | ||
| Q4 24 | $1.1B | $814.8M | ||
| Q3 24 | $1.2B | $843.2M | ||
| Q2 24 | $1.1B | $802.6M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $1.3B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $1.6B | $1.1B | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.6B | $998.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.02× | ||
| Q2 25 | — | 0.08× | ||
| Q1 25 | — | 0.08× | ||
| Q4 24 | — | 0.00× | ||
| 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 | $4.9M |
| Free Cash FlowOCF − Capex | $33.8M | $4.5M |
| FCF MarginFCF / Revenue | 12.5% | 2.9% |
| Capex IntensityCapex / Revenue | 2.3% | 0.2% |
| Cash ConversionOCF / Net Profit | 0.99× | 148.06× |
| TTM Free Cash FlowTrailing 4 quarters | — | $98.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $4.9M | ||
| Q3 25 | $65.6M | $150.1M | ||
| Q2 25 | $47.3M | $24.1M | ||
| Q1 25 | $36.5M | $-78.9M | ||
| Q4 24 | $52.3M | $-28.6M | ||
| Q3 24 | $51.3M | $184.6M | ||
| Q2 24 | $45.0M | $-19.3M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $4.5M | ||
| Q3 25 | — | $149.9M | ||
| Q2 25 | — | $23.5M | ||
| Q1 25 | — | $-79.1M | ||
| Q4 24 | — | $-28.7M | ||
| Q3 24 | — | $184.4M | ||
| Q2 24 | — | $-19.7M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 74.9% | ||
| Q2 25 | — | 17.8% | ||
| Q1 25 | — | -59.3% | ||
| Q4 24 | — | -24.4% | ||
| Q3 24 | — | 117.6% | ||
| Q2 24 | — | -19.0% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.3% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 148.06× | ||
| Q3 25 | 1.63× | 5.07× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | 4.75× | ||
| Q2 24 | 1.40× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
Segment breakdown not available.
FLYW
| Transactions | $126.4M | 80% |
| Platform And Other Revenues | $31.1M | 20% |
