vs
Side-by-side financial comparison of BALCHEM CORP (BCPC) and Hilltop Holdings Inc. (HTH). Click either name above to swap in a different company.
Hilltop Holdings Inc. is the larger business by last-quarter revenue ($300.5M vs $270.7M, roughly 1.1× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs 13.0%, a 1.9% gap on every dollar of revenue. Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs 0.6%).
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.
Hilltop Holdings Inc. is a financial holding company based in Dallas, Texas. It offers financial products and banking services through three primary subsidiaries: PlainsCapital Bank, PrimeLending, and HilltopSecurities.
BCPC vs HTH — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $300.5M |
| Net Profit | $40.3M | $39.0M |
| Gross Margin | — | — |
| Operating Margin | 20.5% | — |
| Net Margin | 14.9% | 13.0% |
| Revenue YoY | 8.1% | — |
| Net Profit YoY | 8.7% | -12.4% |
| EPS (diluted) | $1.25 | $0.64 |
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 | $300.5M | ||
| Q4 25 | $263.6M | $329.9M | ||
| Q3 25 | $267.6M | $330.2M | ||
| Q2 25 | $255.5M | $303.3M | ||
| Q1 25 | $250.5M | $318.5M | ||
| Q4 24 | $240.0M | $301.1M | ||
| Q3 24 | $239.9M | $305.5M | ||
| Q2 24 | $234.1M | $297.0M |
| Q1 26 | $40.3M | $39.0M | ||
| Q4 25 | $39.2M | $41.6M | ||
| Q3 25 | $40.3M | $45.8M | ||
| Q2 25 | $38.3M | $36.1M | ||
| Q1 25 | $37.1M | $42.1M | ||
| Q4 24 | $33.6M | $35.5M | ||
| Q3 24 | $33.8M | $29.7M | ||
| Q2 24 | $32.1M | $20.3M |
| 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% | — | ||
| Q4 25 | 19.8% | 16.1% | ||
| Q3 25 | 20.4% | 18.4% | ||
| Q2 25 | 20.1% | 16.3% | ||
| Q1 25 | 20.4% | 18.1% | ||
| Q4 24 | 19.8% | 14.7% | ||
| Q3 24 | 20.0% | 13.9% | ||
| Q2 24 | 19.6% | 10.0% |
| Q1 26 | 14.9% | 13.0% | ||
| Q4 25 | 14.9% | 12.6% | ||
| Q3 25 | 15.1% | 13.9% | ||
| Q2 25 | 15.0% | 11.9% | ||
| Q1 25 | 14.8% | 13.2% | ||
| Q4 24 | 14.0% | 11.8% | ||
| Q3 24 | 14.1% | 9.7% | ||
| Q2 24 | 13.7% | 6.8% |
| Q1 26 | $1.25 | $0.64 | ||
| Q4 25 | $1.21 | $0.68 | ||
| Q3 25 | $1.24 | $0.74 | ||
| Q2 25 | $1.17 | $0.57 | ||
| Q1 25 | $1.13 | $0.65 | ||
| Q4 24 | $1.03 | $0.55 | ||
| Q3 24 | $1.03 | $0.46 | ||
| Q2 24 | $0.98 | $0.31 |
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 | — |
| Total DebtLower is stronger | — | $990.8M |
| Stockholders' EquityBook value | $1.3B | $2.2B |
| Total Assets | $1.7B | $15.7B |
| Debt / EquityLower = less leverage | — | 0.46× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | — | ||
| Q2 25 | $65.4M | — | ||
| Q1 25 | $49.9M | — | ||
| Q4 24 | $49.5M | — | ||
| Q3 24 | $73.7M | — | ||
| Q2 24 | $63.7M | — |
| Q1 26 | — | $990.8M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.3B | $2.2B | ||
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.3B | $2.2B | ||
| Q1 25 | $1.2B | $2.2B | ||
| Q4 24 | $1.1B | $2.2B | ||
| Q3 24 | $1.2B | $2.2B | ||
| Q2 24 | $1.1B | $2.1B |
| Q1 26 | $1.7B | $15.7B | ||
| Q4 25 | $1.7B | $15.8B | ||
| Q3 25 | $1.7B | $15.6B | ||
| Q2 25 | $1.7B | $15.4B | ||
| Q1 25 | $1.6B | $15.8B | ||
| Q4 24 | $1.6B | $16.3B | ||
| Q3 24 | $1.6B | $15.9B | ||
| Q2 24 | $1.6B | $15.6B |
| Q1 26 | — | 0.46× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | — |
| 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 | $-38.7M | ||
| Q3 25 | $65.6M | $273.0M | ||
| Q2 25 | $47.3M | $-234.6M | ||
| Q1 25 | $36.5M | $5.8M | ||
| Q4 24 | $52.3M | $273.9M | ||
| Q3 24 | $51.3M | $515.6M | ||
| Q2 24 | $45.0M | $-435.3M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $-55.5M | ||
| Q3 25 | — | $271.0M | ||
| Q2 25 | — | $-234.6M | ||
| Q1 25 | — | $5.0M | ||
| Q4 24 | — | $266.8M | ||
| Q3 24 | — | $513.8M | ||
| Q2 24 | — | $-437.3M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | -16.8% | ||
| Q3 25 | — | 82.1% | ||
| Q2 25 | — | -77.4% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 88.6% | ||
| Q3 24 | — | 168.2% | ||
| Q2 24 | — | -147.2% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.7% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | -0.93× | ||
| Q3 25 | 1.63× | 5.96× | ||
| Q2 25 | 1.23× | -6.50× | ||
| Q1 25 | 0.98× | 0.14× | ||
| Q4 24 | 1.56× | 7.71× | ||
| Q3 24 | 1.52× | 17.36× | ||
| Q2 24 | 1.40× | -21.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
Segment breakdown not available.
HTH
| Noninterest Income | $188.4M | 63% |
| Net Interest Income | $112.1M | 37% |
