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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Gaming & Leisure Properties, Inc. (GLPI). Click either name above to swap in a different company.
Gaming & Leisure Properties, Inc. is the larger business by last-quarter revenue ($420.0M vs $270.7M, roughly 1.6× BALCHEM CORP). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 14.9%, a 42.1% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs 6.3%). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs 5.0%).
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.
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
BCPC vs GLPI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $420.0M |
| Net Profit | $40.3M | $239.4M |
| Gross Margin | — | — |
| Operating Margin | 20.5% | 79.4% |
| Net Margin | 14.9% | 57.0% |
| Revenue YoY | 8.1% | 6.3% |
| Net Profit YoY | 8.7% | 40.5% |
| EPS (diluted) | $1.25 | — |
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 | $420.0M | ||
| Q4 25 | $263.6M | $407.0M | ||
| Q3 25 | $267.6M | $397.6M | ||
| Q2 25 | $255.5M | $394.9M | ||
| Q1 25 | $250.5M | $395.2M | ||
| Q4 24 | $240.0M | $389.6M | ||
| Q3 24 | $239.9M | $385.3M | ||
| Q2 24 | $234.1M | $380.6M |
| Q1 26 | $40.3M | $239.4M | ||
| Q4 25 | $39.2M | $275.4M | ||
| Q3 25 | $40.3M | $241.2M | ||
| Q2 25 | $38.3M | $151.4M | ||
| Q1 25 | $37.1M | $165.2M | ||
| Q4 24 | $33.6M | $223.6M | ||
| Q3 24 | $33.8M | $184.7M | ||
| Q2 24 | $32.1M | $208.3M |
| 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% | 79.4% | ||
| Q4 25 | 19.8% | 89.3% | ||
| Q3 25 | 20.4% | 84.8% | ||
| Q2 25 | 20.1% | 61.3% | ||
| Q1 25 | 20.4% | 65.5% | ||
| Q4 24 | 19.8% | 79.1% | ||
| Q3 24 | 20.0% | 70.4% | ||
| Q2 24 | 19.6% | 77.1% |
| Q1 26 | 14.9% | 57.0% | ||
| Q4 25 | 14.9% | 67.6% | ||
| Q3 25 | 15.1% | 60.7% | ||
| Q2 25 | 15.0% | 38.4% | ||
| Q1 25 | 14.8% | 41.8% | ||
| Q4 24 | 14.0% | 57.4% | ||
| Q3 24 | 14.1% | 47.9% | ||
| Q2 24 | 13.7% | 54.7% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.96 | ||
| Q3 25 | $1.24 | $0.85 | ||
| Q2 25 | $1.17 | $0.54 | ||
| Q1 25 | $1.13 | $0.60 | ||
| Q4 24 | $1.03 | $0.79 | ||
| Q3 24 | $1.03 | $0.67 | ||
| Q2 24 | $0.98 | $0.77 |
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 | $274.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $5.0B |
| Total Assets | $1.7B | $13.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | $274.5M | ||
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | — | ||
| Q2 25 | $65.4M | — | ||
| Q1 25 | $49.9M | — | ||
| Q4 24 | $49.5M | $560.8M | ||
| Q3 24 | $73.7M | $560.8M | ||
| Q2 24 | $63.7M | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
| Q1 26 | $1.3B | $5.0B | ||
| Q4 25 | $1.3B | $4.6B | ||
| Q3 25 | $1.3B | $4.6B | ||
| Q2 25 | $1.3B | $4.6B | ||
| Q1 25 | $1.2B | $4.2B | ||
| Q4 24 | $1.1B | $4.3B | ||
| Q3 24 | $1.2B | $4.3B | ||
| Q2 24 | $1.1B | $4.1B |
| Q1 26 | $1.7B | $13.8B | ||
| Q4 25 | $1.7B | $12.9B | ||
| Q3 25 | $1.7B | $12.8B | ||
| Q2 25 | $1.7B | $12.5B | ||
| Q1 25 | $1.6B | $12.1B | ||
| Q4 24 | $1.6B | $13.1B | ||
| Q3 24 | $1.6B | $12.7B | ||
| Q2 24 | $1.6B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
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 | — |
| Free Cash FlowOCF − Capex | $33.8M | — |
| FCF MarginFCF / Revenue | 12.5% | — |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $1.1B | ||
| Q3 25 | $65.6M | $240.3M | ||
| Q2 25 | $47.3M | $293.4M | ||
| Q1 25 | $36.5M | $252.5M | ||
| Q4 24 | $52.3M | $1.1B | ||
| Q3 24 | $51.3M | $270.4M | ||
| Q2 24 | $45.0M | $252.1M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $183.0M | ||
| Q2 25 | — | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $261.5M | ||
| Q2 24 | — | $245.0M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | — | 67.9% | ||
| Q2 24 | — | 64.4% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.9% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 4.10× | ||
| Q3 25 | 1.63× | 1.00× | ||
| Q2 25 | 1.23× | 1.94× | ||
| Q1 25 | 0.98× | 1.53× | ||
| Q4 24 | 1.56× | 4.80× | ||
| Q3 24 | 1.52× | 1.46× | ||
| Q2 24 | 1.40× | 1.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
