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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Revolve Group, Inc. is the larger business by last-quarter revenue ($324.4M vs $270.7M, roughly 1.2× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs 5.7%, a 9.2% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 8.1%). BALCHEM CORP produced more free cash flow last quarter ($33.8M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% 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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
BCPC vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $324.4M |
| Net Profit | $40.3M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 20.5% | 6.3% |
| Net Margin | 14.9% | 5.7% |
| Revenue YoY | 8.1% | 10.4% |
| Net Profit YoY | 8.7% | 50.4% |
| EPS (diluted) | $1.25 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $267.6M | $295.6M | ||
| Q2 25 | $255.5M | $309.0M | ||
| Q1 25 | $250.5M | $296.7M | ||
| Q4 24 | $240.0M | $293.7M | ||
| Q3 24 | $239.9M | $283.1M | ||
| Q2 24 | $234.1M | $282.5M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $18.6M | ||
| Q3 25 | $40.3M | $21.2M | ||
| Q2 25 | $38.3M | $10.2M | ||
| Q1 25 | $37.1M | $11.8M | ||
| Q4 24 | $33.6M | $12.3M | ||
| Q3 24 | $33.8M | $11.0M | ||
| Q2 24 | $32.1M | $15.4M |
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 53.3% | ||
| Q3 25 | 35.7% | 54.6% | ||
| Q2 25 | 36.4% | 54.1% | ||
| Q1 25 | 35.2% | 52.0% | ||
| Q4 24 | 36.0% | 52.5% | ||
| Q3 24 | 35.6% | 51.2% | ||
| Q2 24 | 35.5% | 54.0% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 6.3% | ||
| Q3 25 | 20.4% | 7.1% | ||
| Q2 25 | 20.1% | 5.8% | ||
| Q1 25 | 20.4% | 5.0% | ||
| Q4 24 | 19.8% | 3.9% | ||
| Q3 24 | 20.0% | 5.0% | ||
| Q2 24 | 19.6% | 5.8% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 5.7% | ||
| Q3 25 | 15.1% | 7.2% | ||
| Q2 25 | 15.0% | 3.3% | ||
| Q1 25 | 14.8% | 4.0% | ||
| Q4 24 | 14.0% | 4.2% | ||
| Q3 24 | 14.1% | 3.9% | ||
| Q2 24 | 13.7% | 5.4% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.27 | ||
| Q3 25 | $1.24 | $0.29 | ||
| Q2 25 | $1.17 | $0.14 | ||
| Q1 25 | $1.13 | $0.16 | ||
| Q4 24 | $1.03 | $0.18 | ||
| Q3 24 | $1.03 | $0.15 | ||
| Q2 24 | $0.98 | $0.21 |
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 | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $512.5M |
| Total Assets | $1.7B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $292.3M | ||
| Q3 25 | $65.1M | $315.4M | ||
| Q2 25 | $65.4M | $310.7M | ||
| Q1 25 | $49.9M | $300.8M | ||
| Q4 24 | $49.5M | $256.6M | ||
| Q3 24 | $73.7M | $252.8M | ||
| Q2 24 | $63.7M | $244.7M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $512.5M | ||
| Q3 25 | $1.3B | $490.2M | ||
| Q2 25 | $1.3B | $468.6M | ||
| Q1 25 | $1.2B | $453.4M | ||
| Q4 24 | $1.1B | $437.8M | ||
| Q3 24 | $1.2B | $420.8M | ||
| Q2 24 | $1.1B | $405.8M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $765.0M | ||
| Q3 25 | $1.7B | $751.3M | ||
| Q2 25 | $1.7B | $722.9M | ||
| Q1 25 | $1.6B | $713.9M | ||
| Q4 24 | $1.6B | $665.5M | ||
| Q3 24 | $1.6B | $670.9M | ||
| Q2 24 | $1.6B | $657.8M |
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 | $-10.2M |
| Free Cash FlowOCF − Capex | $33.8M | $-13.3M |
| FCF MarginFCF / Revenue | 12.5% | -4.1% |
| Capex IntensityCapex / Revenue | 2.3% | 1.0% |
| Cash ConversionOCF / Net Profit | 0.99× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $-10.2M | ||
| Q3 25 | $65.6M | $11.8M | ||
| Q2 25 | $47.3M | $12.6M | ||
| Q1 25 | $36.5M | $45.1M | ||
| Q4 24 | $52.3M | $3.9M | ||
| Q3 24 | $51.3M | $9.1M | ||
| Q2 24 | $45.0M | $-24.7M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | -0.55× | ||
| Q3 25 | 1.63× | 0.56× | ||
| Q2 25 | 1.23× | 1.24× | ||
| Q1 25 | 0.98× | 3.82× | ||
| Q4 24 | 1.56× | 0.32× | ||
| Q3 24 | 1.52× | 0.83× | ||
| Q2 24 | 1.40× | -1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
Segment breakdown not available.
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
