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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($433.0M vs $263.6M, roughly 1.6× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs 0.2%, a 14.6% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (13.1% vs 9.8%). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (4.9% CAGR vs -10.6%).
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.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
BCPC vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $263.6M | $433.0M |
| Net Profit | $39.2M | $1.0M |
| Gross Margin | 35.6% | 49.2% |
| Operating Margin | 19.8% | — |
| Net Margin | 14.9% | 0.2% |
| Revenue YoY | 9.8% | 13.1% |
| Net Profit YoY | 16.8% | — |
| EPS (diluted) | $1.21 | $0.02 |
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 | — | $433.0M | ||
| Q4 25 | $263.6M | $432.0M | ||
| Q3 25 | $267.6M | $618.0M | ||
| Q2 25 | $255.5M | $617.0M | ||
| Q1 25 | $250.5M | $426.0M | ||
| Q4 24 | $240.0M | $383.0M | ||
| Q3 24 | $239.9M | $540.0M | ||
| Q2 24 | $234.1M | $542.0M |
| Q1 26 | — | $1.0M | ||
| Q4 25 | $39.2M | $1.0M | ||
| Q3 25 | $40.3M | $106.0M | ||
| Q2 25 | $38.3M | $111.0M | ||
| Q1 25 | $37.1M | $37.0M | ||
| Q4 24 | $33.6M | $9.0M | ||
| Q3 24 | $33.8M | $100.0M | ||
| Q2 24 | $32.1M | $92.0M |
| Q1 26 | — | 49.2% | ||
| Q4 25 | 35.6% | 49.3% | ||
| Q3 25 | 35.7% | 57.1% | ||
| Q2 25 | 36.4% | 57.7% | ||
| Q1 25 | 35.2% | 55.2% | ||
| Q4 24 | 36.0% | 48.0% | ||
| Q3 24 | 35.6% | 56.7% | ||
| Q2 24 | 35.5% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 0.5% | ||
| Q3 25 | 20.4% | 23.0% | ||
| Q2 25 | 20.1% | 23.7% | ||
| Q1 25 | 20.4% | 11.3% | ||
| Q4 24 | 19.8% | 1.6% | ||
| Q3 24 | 20.0% | 24.8% | ||
| Q2 24 | 19.6% | 22.9% |
| Q1 26 | — | 0.2% | ||
| Q4 25 | 14.9% | 0.2% | ||
| Q3 25 | 15.1% | 17.2% | ||
| Q2 25 | 15.0% | 18.0% | ||
| Q1 25 | 14.8% | 8.7% | ||
| Q4 24 | 14.0% | 2.3% | ||
| Q3 24 | 14.1% | 18.5% | ||
| Q2 24 | 13.7% | 17.0% |
| Q1 26 | — | $0.02 | ||
| Q4 25 | $1.21 | $0.03 | ||
| Q3 25 | $1.24 | $1.42 | ||
| Q2 25 | $1.17 | $1.48 | ||
| Q1 25 | $1.13 | $0.49 | ||
| Q4 24 | $1.03 | $0.10 | ||
| Q3 24 | $1.03 | $1.30 | ||
| Q2 24 | $0.98 | $1.18 |
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 | $566.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $1.3B | $242.0M |
| Total Assets | $1.7B | $2.1B |
| Debt / EquityLower = less leverage | — | 4.85× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $566.0M | ||
| Q4 25 | $74.6M | $566.0M | ||
| Q3 25 | $65.1M | $563.0M | ||
| Q2 25 | $65.4M | $562.0M | ||
| Q1 25 | $49.9M | $506.0M | ||
| Q4 24 | $49.5M | $436.0M | ||
| Q3 24 | $73.7M | $375.0M | ||
| Q2 24 | $63.7M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M |
| Q1 26 | — | $242.0M | ||
| Q4 25 | $1.3B | $242.0M | ||
| Q3 25 | $1.3B | $316.0M | ||
| Q2 25 | $1.3B | $254.0M | ||
| Q1 25 | $1.2B | $198.0M | ||
| Q4 24 | $1.1B | $239.0M | ||
| Q3 24 | $1.2B | $261.0M | ||
| Q2 24 | $1.1B | $214.0M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.7B | $2.1B | ||
| Q3 25 | $1.7B | $2.2B | ||
| Q2 25 | $1.7B | $2.2B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.6B | $1.2B |
| Q1 26 | — | 4.85× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | — | 4.90× | ||
| Q3 24 | — | 2.16× | ||
| Q2 24 | — | 2.66× |
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 | — |
| Free Cash FlowOCF − Capex | — | $94.0M |
| FCF MarginFCF / Revenue | — | 21.7% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 1.72× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $367.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $67.3M | $101.0M | ||
| Q3 25 | $65.6M | $64.0M | ||
| Q2 25 | $47.3M | $127.0M | ||
| Q1 25 | $36.5M | $124.0M | ||
| Q4 24 | $52.3M | $58.0M | ||
| Q3 24 | $51.3M | $25.0M | ||
| Q2 24 | $45.0M | $103.0M |
| Q1 26 | — | $94.0M | ||
| Q4 25 | — | $95.0M | ||
| Q3 25 | — | $58.0M | ||
| Q2 25 | — | $120.0M | ||
| Q1 25 | — | $117.0M | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | — | $16.0M | ||
| Q2 24 | — | $91.0M |
| Q1 26 | — | 21.7% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 27.5% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.72× | 101.00× | ||
| Q3 25 | 1.63× | 0.60× | ||
| Q2 25 | 1.23× | 1.14× | ||
| Q1 25 | 0.98× | 3.35× | ||
| Q4 24 | 1.56× | 6.44× | ||
| Q3 24 | 1.52× | 0.25× | ||
| Q2 24 | 1.40× | 1.12× |
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% |
FTDR
Segment breakdown not available.
