vs
Side-by-side financial comparison of BALCHEM CORP (BCPC) and Magnolia Oil & Gas Corp (MGY). Click either name above to swap in a different company.
Magnolia Oil & Gas Corp is the larger business by last-quarter revenue ($317.6M vs $270.7M, roughly 1.2× BALCHEM CORP). Magnolia Oil & Gas Corp runs the higher net margin — 21.6% vs 14.9%, a 6.8% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs -2.7%). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs -0.3%).
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.
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
BCPC vs MGY — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $317.6M |
| Net Profit | $40.3M | $68.8M |
| Gross Margin | — | — |
| Operating Margin | 20.5% | 29.6% |
| Net Margin | 14.9% | 21.6% |
| Revenue YoY | 8.1% | -2.7% |
| Net Profit YoY | 8.7% | -19.7% |
| 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 | — | ||
| Q4 25 | $263.6M | $317.6M | ||
| Q3 25 | $267.6M | $324.9M | ||
| Q2 25 | $255.5M | $319.0M | ||
| Q1 25 | $250.5M | $350.3M | ||
| Q4 24 | $240.0M | $326.6M | ||
| Q3 24 | $239.9M | $333.1M | ||
| Q2 24 | $234.1M | $336.7M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $68.8M | ||
| Q3 25 | $40.3M | $75.5M | ||
| Q2 25 | $38.3M | $78.1M | ||
| Q1 25 | $37.1M | $102.9M | ||
| Q4 24 | $33.6M | $85.6M | ||
| Q3 24 | $33.8M | $99.8M | ||
| Q2 24 | $32.1M | $95.6M |
| 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% | 29.6% | ||
| Q3 25 | 20.4% | 31.2% | ||
| Q2 25 | 20.1% | 33.8% | ||
| Q1 25 | 20.4% | 38.8% | ||
| Q4 24 | 19.8% | 38.0% | ||
| Q3 24 | 20.0% | 38.7% | ||
| Q2 24 | 19.6% | 39.9% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 21.6% | ||
| Q3 25 | 15.1% | 23.2% | ||
| Q2 25 | 15.0% | 24.5% | ||
| Q1 25 | 14.8% | 29.4% | ||
| Q4 24 | 14.0% | 26.2% | ||
| Q3 24 | 14.1% | 30.0% | ||
| Q2 24 | 13.7% | 28.4% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | — | ||
| Q3 25 | $1.24 | — | ||
| Q2 25 | $1.17 | — | ||
| Q1 25 | $1.13 | — | ||
| Q4 24 | $1.03 | — | ||
| Q3 24 | $1.03 | — | ||
| Q2 24 | $0.98 | — |
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 | $266.8M |
| Total DebtLower is stronger | — | $393.3M |
| Stockholders' EquityBook value | $1.3B | $2.0B |
| Total Assets | $1.7B | $2.9B |
| Debt / EquityLower = less leverage | — | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $266.8M | ||
| Q3 25 | $65.1M | $280.5M | ||
| Q2 25 | $65.4M | $251.8M | ||
| Q1 25 | $49.9M | $247.6M | ||
| Q4 24 | $49.5M | $260.0M | ||
| Q3 24 | $73.7M | $276.1M | ||
| Q2 24 | $63.7M | $275.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $393.3M | ||
| Q3 25 | — | $393.1M | ||
| Q2 25 | — | $392.9M | ||
| Q1 25 | — | $392.7M | ||
| Q4 24 | — | $392.5M | ||
| Q3 24 | — | $394.8M | ||
| Q2 24 | — | $394.1M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.2B | $2.0B | ||
| Q4 24 | $1.1B | $2.0B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.1B | $1.9B |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $2.9B | ||
| Q3 25 | $1.7B | $2.9B | ||
| Q2 25 | $1.7B | $2.9B | ||
| Q1 25 | $1.6B | $2.9B | ||
| Q4 24 | $1.6B | $2.8B | ||
| Q3 24 | $1.6B | $2.8B | ||
| Q2 24 | $1.6B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.21× |
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 | $208.4M |
| Free Cash FlowOCF − Capex | $33.8M | — |
| FCF MarginFCF / Revenue | 12.5% | — |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | 0.99× | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $208.4M | ||
| Q3 25 | $65.6M | $247.1M | ||
| Q2 25 | $47.3M | $198.7M | ||
| Q1 25 | $36.5M | $224.5M | ||
| Q4 24 | $52.3M | $222.6M | ||
| Q3 24 | $51.3M | $217.9M | ||
| Q2 24 | $45.0M | $269.4M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 3.03× | ||
| Q3 25 | 1.63× | 3.27× | ||
| Q2 25 | 1.23× | 2.54× | ||
| Q1 25 | 0.98× | 2.18× | ||
| Q4 24 | 1.56× | 2.60× | ||
| Q3 24 | 1.52× | 2.18× | ||
| Q2 24 | 1.40× | 2.82× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
Segment breakdown not available.
MGY
| Oil And Condensate | $215.6M | 68% |
| Natural Gas Reserves | $52.9M | 17% |
| Natural Gas Liquids Reserves | $49.1M | 15% |
