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Side-by-side financial comparison of BALCHEM CORP (BCPC) and New Fortress Energy Inc. (NFE). Click either name above to swap in a different company.
New Fortress Energy Inc. is the larger business by last-quarter revenue ($326.2M vs $270.7M, roughly 1.2× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs -259.7%, a 274.5% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs -7.0%). BALCHEM CORP produced more free cash flow last quarter ($33.8M vs $-134.8M). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs -26.8%).
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.
New Fortress Energy Inc. is a global energy infrastructure firm developing, owning and operating LNG import/export terminals, natural gas supply networks and low-carbon projects. It serves utility, industrial and public sector clients across the Americas and Caribbean, delivering affordable, lower-emission energy resources.
BCPC vs NFE — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $326.2M |
| Net Profit | $40.3M | $-847.1M |
| Gross Margin | — | 35.5% |
| Operating Margin | 20.5% | -193.0% |
| Net Margin | 14.9% | -259.7% |
| Revenue YoY | 8.1% | -7.0% |
| Net Profit YoY | 8.7% | -277.4% |
| EPS (diluted) | $1.25 | $-3.03 |
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 | $326.2M | ||
| Q3 25 | $267.6M | $240.3M | ||
| Q2 25 | $255.5M | $228.1M | ||
| Q1 25 | $250.5M | $384.9M | ||
| Q4 24 | $240.0M | $350.7M | ||
| Q3 24 | $239.9M | $446.0M | ||
| Q2 24 | $234.1M | $291.2M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $-847.1M | ||
| Q3 25 | $40.3M | $-263.0M | ||
| Q2 25 | $38.3M | $-546.5M | ||
| Q1 25 | $37.1M | $-175.4M | ||
| Q4 24 | $33.6M | $-224.4M | ||
| Q3 24 | $33.8M | $9.3M | ||
| Q2 24 | $32.1M | $-88.9M |
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 35.5% | ||
| Q3 25 | 35.7% | 18.1% | ||
| Q2 25 | 36.4% | 8.4% | ||
| Q1 25 | 35.2% | 21.4% | ||
| Q4 24 | 36.0% | 17.6% | ||
| Q3 24 | 35.6% | 27.1% | ||
| Q2 24 | 35.5% | 23.8% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | -193.0% | ||
| Q3 25 | 20.4% | -37.4% | ||
| Q2 25 | 20.1% | -170.3% | ||
| Q1 25 | 20.4% | -3.3% | ||
| Q4 24 | 19.8% | 65.0% | ||
| Q3 24 | 20.0% | 17.8% | ||
| Q2 24 | 19.6% | 12.3% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | -259.7% | ||
| Q3 25 | 15.1% | -109.4% | ||
| Q2 25 | 15.0% | -239.6% | ||
| Q1 25 | 14.8% | -45.6% | ||
| Q4 24 | 14.0% | -64.0% | ||
| Q3 24 | 14.1% | 2.1% | ||
| Q2 24 | 13.7% | -30.5% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $-3.03 | ||
| Q3 25 | $1.24 | $-0.96 | ||
| Q2 25 | $1.17 | $-1.99 | ||
| Q1 25 | $1.13 | $-0.65 | ||
| Q4 24 | $1.03 | $-1.10 | ||
| Q3 24 | $1.03 | $0.03 | ||
| Q2 24 | $0.98 | $-0.42 |
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 | $226.5M |
| Total DebtLower is stronger | — | $8.2B |
| Stockholders' EquityBook value | $1.3B | $182.6M |
| Total Assets | $1.7B | $10.6B |
| Debt / EquityLower = less leverage | — | 44.78× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $226.5M | ||
| Q3 25 | $65.1M | $145.2M | ||
| Q2 25 | $65.4M | $551.1M | ||
| Q1 25 | $49.9M | $447.9M | ||
| Q4 24 | $49.5M | $492.9M | ||
| Q3 24 | $73.7M | $90.8M | ||
| Q2 24 | $63.7M | $133.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $8.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $182.6M | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.2B | $1.8B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.1B | $1.6B |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $10.6B | ||
| Q3 25 | $1.7B | $12.0B | ||
| Q2 25 | $1.7B | $12.0B | ||
| Q1 25 | $1.6B | $13.1B | ||
| Q4 24 | $1.6B | $12.9B | ||
| Q3 24 | $1.6B | $12.0B | ||
| Q2 24 | $1.6B | $11.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 44.78× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.74× | ||
| 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 | $-76.2M |
| Free Cash FlowOCF − Capex | $33.8M | $-134.8M |
| FCF MarginFCF / Revenue | 12.5% | -41.3% |
| Capex IntensityCapex / Revenue | 2.3% | 18.0% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $-76.2M | ||
| Q3 25 | $65.6M | $-171.0M | ||
| Q2 25 | $47.3M | $-329.0M | ||
| Q1 25 | $36.5M | $-7.2M | ||
| Q4 24 | $52.3M | $445.3M | ||
| Q3 24 | $51.3M | $-20.0M | ||
| Q2 24 | $45.0M | $113.9M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $-134.8M | ||
| Q3 25 | — | $-231.6M | ||
| Q2 25 | — | $-726.7M | ||
| Q1 25 | — | $-262.3M | ||
| Q4 24 | — | $-210.3M | ||
| Q3 24 | — | $-367.0M | ||
| Q2 24 | — | $-493.2M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | -41.3% | ||
| Q3 25 | — | -96.4% | ||
| Q2 25 | — | -318.6% | ||
| Q1 25 | — | -68.2% | ||
| Q4 24 | — | -60.0% | ||
| Q3 24 | — | -82.3% | ||
| Q2 24 | — | -169.3% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 18.0% | ||
| Q3 25 | — | 25.2% | ||
| Q2 25 | — | 174.4% | ||
| Q1 25 | — | 66.3% | ||
| Q4 24 | — | 187.0% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 208.4% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | -2.15× | ||
| Q2 24 | 1.40× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
