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Side-by-side financial comparison of BALCHEM CORP (BCPC) and BRC Group Holdings, Inc. (RILY). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $188.3M, roughly 1.4× BRC Group Holdings, Inc.). BRC Group Holdings, Inc. runs the higher net margin — 47.9% vs 14.9%, a 33.1% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs -21.9%). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs -15.4%).
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.
BCPC vs RILY — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $270.7M | $188.3M |
| Net Profit | $40.3M | $90.3M |
| Gross Margin | — | 79.5% |
| Operating Margin | 20.5% | 32.3% |
| Net Margin | 14.9% | 47.9% |
| Revenue YoY | 8.1% | -21.9% |
| Net Profit YoY | 8.7% | 1710.8% |
| EPS (diluted) | $1.25 | $2.78 |
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 | $188.3M | ||
| Q3 25 | $267.6M | $215.3M | ||
| Q2 25 | $255.5M | $188.2M | ||
| Q1 25 | $250.5M | $197.2M | ||
| Q4 24 | $240.0M | $241.0M | ||
| Q3 24 | $239.9M | $225.5M | ||
| Q2 24 | $234.1M | $256.0M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $90.3M | ||
| Q3 25 | $40.3M | $91.1M | ||
| Q2 25 | $38.3M | $139.5M | ||
| Q1 25 | $37.1M | $-10.0M | ||
| Q4 24 | $33.6M | $-5.6M | ||
| Q3 24 | $33.8M | $-284.4M | ||
| Q2 24 | $32.1M | $-433.6M |
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 79.5% | ||
| Q3 25 | 35.7% | 83.7% | ||
| Q2 25 | 36.4% | 81.3% | ||
| Q1 25 | 35.2% | 81.4% | ||
| Q4 24 | 36.0% | 79.8% | ||
| Q3 24 | 35.6% | 82.1% | ||
| Q2 24 | 35.5% | 84.5% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 32.3% | ||
| Q3 25 | 20.4% | 30.4% | ||
| Q2 25 | 20.1% | 5.7% | ||
| Q1 25 | 20.4% | -31.2% | ||
| Q4 24 | 19.8% | -69.2% | ||
| Q3 24 | 20.0% | -36.4% | ||
| Q2 24 | 19.6% | -90.8% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 47.9% | ||
| Q3 25 | 15.1% | 42.3% | ||
| Q2 25 | 15.0% | 74.1% | ||
| Q1 25 | 14.8% | -5.1% | ||
| Q4 24 | 14.0% | -2.3% | ||
| Q3 24 | 14.1% | -126.1% | ||
| Q2 24 | 13.7% | -169.4% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $2.78 | ||
| Q3 25 | $1.24 | $2.91 | ||
| Q2 25 | $1.17 | $4.50 | ||
| Q1 25 | $1.13 | $-0.39 | ||
| Q4 24 | $1.03 | $-0.01 | ||
| Q3 24 | $1.03 | $-9.39 | ||
| Q2 24 | $0.98 | $-14.35 |
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 | $226.6M |
| Total DebtLower is stronger | — | $1.4B |
| Stockholders' EquityBook value | $1.3B | $-171.5M |
| Total Assets | $1.7B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $226.6M | ||
| Q3 25 | $65.1M | $184.2M | ||
| Q2 25 | $65.4M | $267.4M | ||
| Q1 25 | $49.9M | $138.3M | ||
| Q4 24 | $49.5M | $146.9M | ||
| Q3 24 | $73.7M | $159.2M | ||
| Q2 24 | $63.7M | $236.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $-171.5M | ||
| Q3 25 | $1.3B | $-260.5M | ||
| Q2 25 | $1.3B | $-351.7M | ||
| Q1 25 | $1.2B | $-496.8M | ||
| Q4 24 | $1.1B | $-488.2M | ||
| Q3 24 | $1.2B | $-497.6M | ||
| Q2 24 | $1.1B | $-218.3M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $1.7B | ||
| Q3 25 | $1.7B | $1.7B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.6B | $2.2B | ||
| Q2 24 | $1.6B | $3.2B |
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 | $26.2M |
| Free Cash FlowOCF − Capex | $33.8M | — |
| FCF MarginFCF / Revenue | 12.5% | — |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | 0.99× | 0.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $26.2M | ||
| Q3 25 | $65.6M | $-60.6M | ||
| Q2 25 | $47.3M | $-25.6M | ||
| Q1 25 | $36.5M | $184.0K | ||
| Q4 24 | $52.3M | $-2.7M | ||
| Q3 24 | $51.3M | $19.5M | ||
| Q2 24 | $45.0M | $111.5M |
| 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× | 0.29× | ||
| Q3 25 | 1.63× | -0.66× | ||
| Q2 25 | 1.23× | -0.18× | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | — | ||
| 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.
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |