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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Janus International Group, Inc. (JBI). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($263.6M vs $219.3M, roughly 1.2× Janus International Group, Inc.). BALCHEM CORP runs the higher net margin — 14.9% vs 6.9%, a 7.9% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (9.8% vs -4.7%). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (4.9% CAGR vs -8.8%).
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.
Janus Henderson is a British-American global asset management group headquartered in the City of London, United Kingdom. It offers a range of financial products to individuals, intermediary advisors, and institutional investors globally under the trade name Janus Henderson Investors.
BCPC vs JBI — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $263.6M | $219.3M |
| Net Profit | $39.2M | $15.2M |
| Gross Margin | 35.6% | 39.1% |
| Operating Margin | 19.8% | 13.4% |
| Net Margin | 14.9% | 6.9% |
| Revenue YoY | 9.8% | -4.7% |
| Net Profit YoY | 16.8% | 28.8% |
| EPS (diluted) | $1.21 | $0.11 |
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.
| Q4 25 | $263.6M | — | ||
| Q3 25 | $267.6M | $219.3M | ||
| Q2 25 | $255.5M | $228.1M | ||
| Q1 25 | $250.5M | $210.5M | ||
| Q4 24 | $240.0M | $230.8M | ||
| Q3 24 | $239.9M | $230.1M | ||
| Q2 24 | $234.1M | $248.4M | ||
| Q1 24 | $239.7M | $254.5M |
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $15.2M | ||
| Q2 25 | $38.3M | $20.7M | ||
| Q1 25 | $37.1M | $10.8M | ||
| Q4 24 | $33.6M | $300.0K | ||
| Q3 24 | $33.8M | $11.8M | ||
| Q2 24 | $32.1M | $27.6M | ||
| Q1 24 | $29.0M | $30.7M |
| Q4 25 | 35.6% | — | ||
| Q3 25 | 35.7% | 39.1% | ||
| Q2 25 | 36.4% | 40.9% | ||
| Q1 25 | 35.2% | 38.9% | ||
| Q4 24 | 36.0% | 37.8% | ||
| Q3 24 | 35.6% | 39.6% | ||
| Q2 24 | 35.5% | 43.9% | ||
| Q1 24 | 34.0% | 43.4% |
| Q4 25 | 19.8% | — | ||
| Q3 25 | 20.4% | 13.4% | ||
| Q2 25 | 20.1% | 15.8% | ||
| Q1 25 | 20.4% | 12.0% | ||
| Q4 24 | 19.8% | 5.5% | ||
| Q3 24 | 20.0% | 11.6% | ||
| Q2 24 | 19.6% | 20.8% | ||
| Q1 24 | 17.4% | 21.8% |
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | 6.9% | ||
| Q2 25 | 15.0% | 9.1% | ||
| Q1 25 | 14.8% | 5.1% | ||
| Q4 24 | 14.0% | 0.1% | ||
| Q3 24 | 14.1% | 5.1% | ||
| Q2 24 | 13.7% | 11.1% | ||
| Q1 24 | 12.1% | 12.1% |
| Q4 25 | $1.21 | — | ||
| Q3 25 | $1.24 | $0.11 | ||
| Q2 25 | $1.17 | $0.15 | ||
| Q1 25 | $1.13 | $0.08 | ||
| Q4 24 | $1.03 | $0.01 | ||
| Q3 24 | $1.03 | $0.08 | ||
| Q2 24 | $0.98 | $0.19 | ||
| Q1 24 | $0.89 | $0.21 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $560.8M |
| Total Assets | $1.7B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | — | ||
| Q2 25 | $65.4M | — | ||
| Q1 25 | $49.9M | — | ||
| Q4 24 | $49.5M | — | ||
| Q3 24 | $73.7M | $102.1M | ||
| Q2 24 | $63.7M | $110.1M | ||
| Q1 24 | $60.3M | — |
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $560.8M | ||
| Q2 25 | $1.3B | $543.8M | ||
| Q1 25 | $1.2B | $526.8M | ||
| Q4 24 | $1.1B | $518.8M | ||
| Q3 24 | $1.2B | $526.6M | ||
| Q2 24 | $1.1B | $556.3M | ||
| Q1 24 | $1.1B | $535.4M |
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.6B | $1.3B | ||
| Q1 24 | $1.6B | $1.4B |
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 | $15.0M |
| Free Cash FlowOCF − Capex | — | $8.3M |
| FCF MarginFCF / Revenue | — | 3.8% |
| Capex IntensityCapex / Revenue | — | 3.1% |
| Cash ConversionOCF / Net Profit | 1.72× | 0.99× |
| TTM Free Cash FlowTrailing 4 quarters | — | $140.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $67.3M | — | ||
| Q3 25 | $65.6M | $15.0M | ||
| Q2 25 | $47.3M | $51.4M | ||
| Q1 25 | $36.5M | $48.3M | ||
| Q4 24 | $52.3M | $51.4M | ||
| Q3 24 | $51.3M | $43.0M | ||
| Q2 24 | $45.0M | $31.0M | ||
| Q1 24 | $33.4M | $28.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | $8.3M | ||
| Q2 25 | — | $44.6M | ||
| Q1 25 | — | $41.9M | ||
| Q4 24 | — | $45.3M | ||
| Q3 24 | — | $39.3M | ||
| Q2 24 | — | $25.3M | ||
| Q1 24 | — | $24.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 19.6% | ||
| Q1 25 | — | 19.9% | ||
| Q4 24 | — | 19.6% | ||
| Q3 24 | — | 17.1% | ||
| Q2 24 | — | 10.2% | ||
| Q1 24 | — | 9.4% |
| Q4 25 | — | — | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | 1.8% |
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 0.99× | ||
| Q2 25 | 1.23× | 2.48× | ||
| Q1 25 | 0.98× | 4.47× | ||
| Q4 24 | 1.56× | 171.33× | ||
| Q3 24 | 1.52× | 3.64× | ||
| Q2 24 | 1.40× | 1.12× | ||
| Q1 24 | 1.15× | 0.93× |
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% |
JBI
| Self Storage New Construction | $72.3M | 33% |
| Commercial And Others | $65.5M | 30% |
| Self Storage R3 | $54.0M | 25% |
| Transferred At Point In Time | $15.5M | 7% |
| Transferred Over Time | $12.8M | 6% |
