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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $260.4M, roughly 1.0× Smith Douglas Homes Corp.). BALCHEM CORP runs the higher net margin — 14.9% vs 1.4%, a 13.5% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs -9.4%). BALCHEM CORP produced more free cash flow last quarter ($33.8M vs $8.7M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% 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.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
BCPC vs SDHC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $260.4M |
| Net Profit | $40.3M | $3.5M |
| Gross Margin | — | 19.9% |
| Operating Margin | 20.5% | 6.5% |
| Net Margin | 14.9% | 1.4% |
| Revenue YoY | 8.1% | -9.4% |
| Net Profit YoY | 8.7% | -14.3% |
| EPS (diluted) | $1.25 | $0.39 |
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 | $260.4M | ||
| Q3 25 | $267.6M | $262.0M | ||
| Q2 25 | $255.5M | $223.9M | ||
| Q1 25 | $250.5M | $224.7M | ||
| Q4 24 | $240.0M | $287.5M | ||
| Q3 24 | $239.9M | $277.8M | ||
| Q2 24 | $234.1M | $220.9M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $3.5M | ||
| Q3 25 | $40.3M | $2.1M | ||
| Q2 25 | $38.3M | $2.4M | ||
| Q1 25 | $37.1M | $2.7M | ||
| Q4 24 | $33.6M | $4.1M | ||
| Q3 24 | $33.8M | $5.3M | ||
| Q2 24 | $32.1M | $3.6M |
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 19.9% | ||
| Q3 25 | 35.7% | 21.0% | ||
| Q2 25 | 36.4% | 23.2% | ||
| Q1 25 | 35.2% | 23.8% | ||
| Q4 24 | 36.0% | 25.5% | ||
| Q3 24 | 35.6% | 26.5% | ||
| Q2 24 | 35.5% | 26.7% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 6.5% | ||
| Q3 25 | 20.4% | 6.6% | ||
| Q2 25 | 20.1% | 7.7% | ||
| Q1 25 | 20.4% | 8.7% | ||
| Q4 24 | 19.8% | 10.4% | ||
| Q3 24 | 20.0% | 14.2% | ||
| Q2 24 | 19.6% | 11.7% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 1.4% | ||
| Q3 25 | 15.1% | 0.8% | ||
| Q2 25 | 15.0% | 1.1% | ||
| Q1 25 | 14.8% | 1.2% | ||
| Q4 24 | 14.0% | 1.4% | ||
| Q3 24 | 14.1% | 1.9% | ||
| Q2 24 | 13.7% | 1.7% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.39 | ||
| Q3 25 | $1.24 | $0.24 | ||
| Q2 25 | $1.17 | $0.26 | ||
| Q1 25 | $1.13 | $0.30 | ||
| Q4 24 | $1.03 | $0.50 | ||
| Q3 24 | $1.03 | $0.58 | ||
| Q2 24 | $0.98 | $0.40 |
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 | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $86.7M |
| Total Assets | $1.7B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $12.7M | ||
| Q3 25 | $65.1M | $14.8M | ||
| Q2 25 | $65.4M | $16.8M | ||
| Q1 25 | $49.9M | $12.7M | ||
| Q4 24 | $49.5M | $22.4M | ||
| Q3 24 | $73.7M | $23.7M | ||
| Q2 24 | $63.7M | $17.3M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $86.7M | ||
| Q3 25 | $1.3B | $82.2M | ||
| Q2 25 | $1.3B | $80.0M | ||
| Q1 25 | $1.2B | $76.9M | ||
| Q4 24 | $1.1B | $73.6M | ||
| Q3 24 | $1.2B | $68.4M | ||
| Q2 24 | $1.1B | $62.1M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $557.6M | ||
| Q3 25 | $1.7B | $571.6M | ||
| Q2 25 | $1.7B | $570.2M | ||
| Q1 25 | $1.6B | $513.9M | ||
| Q4 24 | $1.6B | $475.9M | ||
| Q3 24 | $1.6B | $460.1M | ||
| Q2 24 | $1.6B | $429.3M |
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 | $9.8M |
| Free Cash FlowOCF − Capex | $33.8M | $8.7M |
| FCF MarginFCF / Revenue | 12.5% | 3.4% |
| Capex IntensityCapex / Revenue | 2.3% | 0.4% |
| Cash ConversionOCF / Net Profit | 0.99× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $9.8M | ||
| Q3 25 | $65.6M | $22.8M | ||
| Q2 25 | $47.3M | $-28.9M | ||
| Q1 25 | $36.5M | $-34.9M | ||
| Q4 24 | $52.3M | $5.5M | ||
| Q3 24 | $51.3M | $22.9M | ||
| Q2 24 | $45.0M | $39.0K |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $8.7M | ||
| Q3 25 | — | $21.4M | ||
| Q2 25 | — | $-31.1M | ||
| Q1 25 | — | $-35.9M | ||
| Q4 24 | — | $4.8M | ||
| Q3 24 | — | $22.3M | ||
| Q2 24 | — | $-2.1M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 8.2% | ||
| Q2 25 | — | -13.9% | ||
| Q1 25 | — | -16.0% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 8.0% | ||
| Q2 24 | — | -1.0% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 1.0% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 2.77× | ||
| Q3 25 | 1.63× | 10.70× | ||
| Q2 25 | 1.23× | -12.24× | ||
| Q1 25 | 0.98× | -13.01× | ||
| Q4 24 | 1.56× | 1.33× | ||
| Q3 24 | 1.52× | 4.28× | ||
| Q2 24 | 1.40× | 0.01× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
Segment breakdown not available.
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
