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Side-by-side financial comparison of BALCHEM CORP (BCPC) and STURM RUGER & CO INC (RGR). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $151.1M, roughly 1.8× STURM RUGER & CO INC). On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs 3.6%). BALCHEM CORP produced more free cash flow last quarter ($33.8M vs $12.3M). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs 5.1%).
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.
Sturm, Ruger & Company, Inc., better known by the shortened name Ruger, is an American firearm manufacturing company based in Southport, Connecticut, with production facilities also in Newport, New Hampshire; Mayodan, North Carolina; and Prescott, Arizona. The company was founded in 1949 by Alexander McCormick Sturm and William B. Ruger and has been publicly traded since 1969.
BCPC vs RGR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $151.1M |
| Net Profit | $40.3M | — |
| Gross Margin | — | 17.8% |
| Operating Margin | 20.5% | 2.3% |
| Net Margin | 14.9% | — |
| Revenue YoY | 8.1% | 3.6% |
| Net Profit YoY | 8.7% | — |
| EPS (diluted) | $1.25 | $0.22 |
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 | $151.1M | ||
| Q3 25 | $267.6M | $126.8M | ||
| Q2 25 | $255.5M | $132.5M | ||
| Q1 25 | $250.5M | $135.7M | ||
| Q4 24 | $240.0M | $145.8M | ||
| Q3 24 | $239.9M | $122.3M | ||
| Q2 24 | $234.1M | $130.8M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $1.6M | ||
| Q2 25 | $38.3M | $-17.2M | ||
| Q1 25 | $37.1M | $7.8M | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $33.8M | $4.7M | ||
| Q2 24 | $32.1M | $8.3M |
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 17.8% | ||
| Q3 25 | 35.7% | 15.1% | ||
| Q2 25 | 36.4% | 3.9% | ||
| Q1 25 | 35.2% | 22.0% | ||
| Q4 24 | 36.0% | 22.8% | ||
| Q3 24 | 35.6% | 18.5% | ||
| Q2 24 | 35.5% | 22.3% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 2.3% | ||
| Q3 25 | 20.4% | -2.7% | ||
| Q2 25 | 20.1% | -15.6% | ||
| Q1 25 | 20.4% | 6.2% | ||
| Q4 24 | 19.8% | 7.8% | ||
| Q3 24 | 20.0% | 3.1% | ||
| Q2 24 | 19.6% | 6.9% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | 1.2% | ||
| Q2 25 | 15.0% | -13.0% | ||
| Q1 25 | 14.8% | 5.7% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 14.1% | 3.9% | ||
| Q2 24 | 13.7% | 6.3% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.22 | ||
| Q3 25 | $1.24 | $0.10 | ||
| Q2 25 | $1.17 | $-1.05 | ||
| Q1 25 | $1.13 | $0.46 | ||
| Q4 24 | $1.03 | $0.62 | ||
| Q3 24 | $1.03 | $0.28 | ||
| Q2 24 | $0.98 | $0.47 |
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 | $92.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $283.8M |
| Total Assets | $1.7B | $342.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $92.5M | ||
| Q3 25 | $65.1M | $80.8M | ||
| Q2 25 | $65.4M | $101.4M | ||
| Q1 25 | $49.9M | $108.3M | ||
| Q4 24 | $49.5M | $105.5M | ||
| Q3 24 | $73.7M | $96.0M | ||
| Q2 24 | $63.7M | $105.6M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $283.8M | ||
| Q3 25 | $1.3B | $279.6M | ||
| Q2 25 | $1.3B | $289.3M | ||
| Q1 25 | $1.2B | $321.5M | ||
| Q4 24 | $1.1B | $319.6M | ||
| Q3 24 | $1.2B | $314.9M | ||
| Q2 24 | $1.1B | $321.5M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $342.0M | ||
| Q3 25 | $1.7B | $342.3M | ||
| Q2 25 | $1.7B | $349.5M | ||
| Q1 25 | $1.6B | $379.0M | ||
| Q4 24 | $1.6B | $384.0M | ||
| Q3 24 | $1.6B | $373.5M | ||
| Q2 24 | $1.6B | $376.7M |
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 | $15.5M |
| Free Cash FlowOCF − Capex | $33.8M | $12.3M |
| FCF MarginFCF / Revenue | 12.5% | 8.2% |
| Capex IntensityCapex / Revenue | 2.3% | 2.1% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $38.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $15.5M | ||
| Q3 25 | $65.6M | $12.9M | ||
| Q2 25 | $47.3M | $14.7M | ||
| Q1 25 | $36.5M | $11.1M | ||
| Q4 24 | $52.3M | $20.0M | ||
| Q3 24 | $51.3M | $9.4M | ||
| Q2 24 | $45.0M | $18.7M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $12.3M | ||
| Q3 25 | — | $7.0M | ||
| Q2 25 | — | $9.1M | ||
| Q1 25 | — | $10.0M | ||
| Q4 24 | — | $16.4M | ||
| Q3 24 | — | $2.6M | ||
| Q2 24 | — | $10.1M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 5.5% | ||
| Q2 25 | — | 6.9% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 2.1% | ||
| Q2 24 | — | 7.7% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | 6.6% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 8.15× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 0.98× | 1.43× | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | 1.98× | ||
| Q2 24 | 1.40× | 2.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
Segment breakdown not available.
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
