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Side-by-side financial comparison of BALCHEM CORP (BCPC) and AMICUS THERAPEUTICS, INC. (FOLD). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $185.2M, roughly 1.5× AMICUS THERAPEUTICS, INC.). BALCHEM CORP runs the higher net margin — 14.9% vs 0.9%, a 14.0% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 8.1%). BALCHEM CORP produced more free cash flow last quarter ($33.8M vs $16.0M). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% 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.
Amicus Therapeutics, Inc. is a public American biopharmaceutical company based in Philadelphia, Pennsylvania. The company went public in 2007 under the Nasdaq trading symbol FOLD. This followed a 2006 planned offering and subsequent withdrawal, which would have established the trading symbol as AMTX Prior to their IPO, Amicus was funded by a variety of venture capital firms including Radius Ventures, Canaan Partners and New Enterprise Associates.
BCPC vs FOLD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $185.2M |
| Net Profit | $40.3M | $1.7M |
| Gross Margin | — | 85.7% |
| Operating Margin | 20.5% | 8.6% |
| Net Margin | 14.9% | 0.9% |
| Revenue YoY | 8.1% | 23.7% |
| Net Profit YoY | 8.7% | -88.5% |
| EPS (diluted) | $1.25 | $0.00 |
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 | $185.2M | ||
| Q3 25 | $267.6M | $169.1M | ||
| Q2 25 | $255.5M | $154.7M | ||
| Q1 25 | $250.5M | $125.2M | ||
| Q4 24 | $240.0M | $149.7M | ||
| Q3 24 | $239.9M | $141.5M | ||
| Q2 24 | $234.1M | $126.7M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $1.7M | ||
| Q3 25 | $40.3M | $17.3M | ||
| Q2 25 | $38.3M | $-24.4M | ||
| Q1 25 | $37.1M | $-21.7M | ||
| Q4 24 | $33.6M | $14.7M | ||
| Q3 24 | $33.8M | $-6.7M | ||
| Q2 24 | $32.1M | $-15.7M |
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 85.7% | ||
| Q3 25 | 35.7% | 88.5% | ||
| Q2 25 | 36.4% | 90.2% | ||
| Q1 25 | 35.2% | 90.7% | ||
| Q4 24 | 36.0% | 90.1% | ||
| Q3 24 | 35.6% | 90.6% | ||
| Q2 24 | 35.5% | 91.1% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 8.6% | ||
| Q3 25 | 20.4% | 20.3% | ||
| Q2 25 | 20.1% | -6.1% | ||
| Q1 25 | 20.4% | -6.3% | ||
| Q4 24 | 19.8% | 10.7% | ||
| Q3 24 | 20.0% | 15.3% | ||
| Q2 24 | 19.6% | 11.8% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 0.9% | ||
| Q3 25 | 15.1% | 10.2% | ||
| Q2 25 | 15.0% | -15.8% | ||
| Q1 25 | 14.8% | -17.3% | ||
| Q4 24 | 14.0% | 9.8% | ||
| Q3 24 | 14.1% | -4.8% | ||
| Q2 24 | 13.7% | -12.4% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.00 | ||
| Q3 25 | $1.24 | $0.06 | ||
| Q2 25 | $1.17 | $-0.08 | ||
| Q1 25 | $1.13 | $-0.07 | ||
| Q4 24 | $1.03 | $0.05 | ||
| Q3 24 | $1.03 | $-0.02 | ||
| Q2 24 | $0.98 | $-0.05 |
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 | $293.5M |
| Total DebtLower is stronger | — | $392.7M |
| Stockholders' EquityBook value | $1.3B | $274.2M |
| Total Assets | $1.7B | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $293.5M | ||
| Q3 25 | $65.1M | $263.8M | ||
| Q2 25 | $65.4M | $231.0M | ||
| Q1 25 | $49.9M | $250.6M | ||
| Q4 24 | $49.5M | $249.9M | ||
| Q3 24 | $73.7M | $249.8M | ||
| Q2 24 | $63.7M | $260.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $274.2M | ||
| Q3 25 | $1.3B | $230.4M | ||
| Q2 25 | $1.3B | $204.3M | ||
| Q1 25 | $1.2B | $193.6M | ||
| Q4 24 | $1.1B | $194.0M | ||
| Q3 24 | $1.2B | $178.8M | ||
| Q2 24 | $1.1B | $132.5M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $949.9M | ||
| Q3 25 | $1.7B | $868.8M | ||
| Q2 25 | $1.7B | $815.3M | ||
| Q1 25 | $1.6B | $789.8M | ||
| Q4 24 | $1.6B | $785.0M | ||
| Q3 24 | $1.6B | $786.6M | ||
| Q2 24 | $1.6B | $749.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× |
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 | $16.3M |
| Free Cash FlowOCF − Capex | $33.8M | $16.0M |
| FCF MarginFCF / Revenue | 12.5% | 8.6% |
| Capex IntensityCapex / Revenue | 2.3% | 0.2% |
| Cash ConversionOCF / Net Profit | 0.99× | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | — | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $16.3M | ||
| Q3 25 | $65.6M | $35.7M | ||
| Q2 25 | $47.3M | $-26.5M | ||
| Q1 25 | $36.5M | $7.8M | ||
| Q4 24 | $52.3M | $-3.9M | ||
| Q3 24 | $51.3M | $-23.0M | ||
| Q2 24 | $45.0M | $22.7M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $16.0M | ||
| Q3 25 | — | $35.3M | ||
| Q2 25 | — | $-28.9M | ||
| Q1 25 | — | $7.5M | ||
| Q4 24 | — | $-4.2M | ||
| Q3 24 | — | $-23.3M | ||
| Q2 24 | — | $21.6M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | -18.7% | ||
| Q1 25 | — | 6.0% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | — | -16.5% | ||
| Q2 24 | — | 17.0% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.9% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 9.62× | ||
| Q3 25 | 1.63× | 2.06× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | -0.27× | ||
| Q3 24 | 1.52× | — | ||
| 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.
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
