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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Perion Network Ltd. (PERI). Click either name above to swap in a different company.
Perion Network Ltd. is the larger business by last-quarter revenue ($368.7M vs $270.7M, roughly 1.4× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs 2.1%, a 12.8% gap on every dollar of revenue. BALCHEM CORP produced more free cash flow last quarter ($33.8M vs $-2.9M). Over the past eight quarters, Perion Network Ltd.'s revenue compounded faster (16.4% CAGR vs 7.5%).
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.
Perion Network Ltd. is a publicly traded advertising technology company that provides digital advertising technology solutions to advertisers, agencies, retailers, and publishers. Its core offerings are delivered through Perion One, a unified omnichannel advertising platform designed to support campaign planning, activation, optimisation, and measurement across channels and verticals including connected television (CTV), digital out-of-home (DOOH), display, video advertising, as well as retai...
BCPC vs PERI — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $368.7M |
| Net Profit | $40.3M | $7.7M |
| Gross Margin | — | — |
| Operating Margin | 20.5% | 2.0% |
| Net Margin | 14.9% | 2.1% |
| Revenue YoY | 8.1% | — |
| Net Profit YoY | 8.7% | — |
| 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 | — | ||
| Q3 25 | $267.6M | $368.7M | ||
| Q2 25 | $255.5M | $266.5M | ||
| Q1 25 | $250.5M | $157.8M | ||
| Q4 24 | $240.0M | — | ||
| Q3 24 | $239.9M | $508.9M | ||
| Q2 24 | $234.1M | $323.6M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $7.7M | ||
| Q2 25 | $38.3M | $5.6M | ||
| Q1 25 | $37.1M | $11.8M | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $33.8M | $78.0M | ||
| Q2 24 | $32.1M | $45.2M |
| 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% | — | ||
| Q3 25 | 20.4% | 2.0% | ||
| Q2 25 | 20.1% | -1.7% | ||
| Q1 25 | 20.4% | 5.4% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 20.0% | 15.1% | ||
| Q2 24 | 19.6% | 13.7% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | 2.1% | ||
| Q2 25 | 15.0% | 2.1% | ||
| Q1 25 | 14.8% | 7.5% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 14.1% | 15.3% | ||
| Q2 24 | 13.7% | 14.0% |
| 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 | $156.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $722.9M |
| Total Assets | $1.7B | $915.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | $156.2M | ||
| Q2 25 | $65.4M | $156.2M | ||
| Q1 25 | $49.9M | $156.2M | ||
| Q4 24 | $49.5M | — | ||
| Q3 24 | $73.7M | $187.6M | ||
| Q2 24 | $63.7M | $187.6M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $722.9M | ||
| Q2 25 | $1.3B | $722.9M | ||
| Q1 25 | $1.2B | $722.9M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.2B | $718.1M | ||
| Q2 24 | $1.1B | $718.1M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | $915.5M | ||
| Q2 25 | $1.7B | $915.5M | ||
| Q1 25 | $1.6B | $915.5M | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.6B | $1.1B |
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 | $2.6M |
| Free Cash FlowOCF − Capex | $33.8M | $-2.9M |
| FCF MarginFCF / Revenue | 12.5% | -0.8% |
| Capex IntensityCapex / Revenue | 2.3% | 1.5% |
| Cash ConversionOCF / Net Profit | 0.99× | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | — | ||
| Q3 25 | $65.6M | $2.6M | ||
| Q2 25 | $47.3M | — | ||
| Q1 25 | $36.5M | — | ||
| Q4 24 | $52.3M | — | ||
| Q3 24 | $51.3M | $105.2M | ||
| Q2 24 | $45.0M | — |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-2.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $104.7M | ||
| Q2 24 | — | — |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -0.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 20.6% | ||
| Q2 24 | — | — |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | — |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 0.34× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | 1.35× | ||
| Q2 24 | 1.40× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
Segment breakdown not available.
PERI
| Advertising Solutions | $231.4M | 63% |
| Search Advertising | $137.3M | 37% |
