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Side-by-side financial comparison of BALCHEM CORP (BCPC) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.
SOLAREDGE TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($335.4M vs $263.6M, roughly 1.3× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs -39.4%, a 54.3% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs 9.8%). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% CAGR vs 4.9%).
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.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
BCPC vs SEDG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $263.6M | $335.4M |
| Net Profit | $39.2M | $-132.1M |
| Gross Margin | 35.6% | 22.2% |
| Operating Margin | 19.8% | -14.4% |
| Net Margin | 14.9% | -39.4% |
| Revenue YoY | 9.8% | 70.9% |
| Net Profit YoY | 16.8% | 54.0% |
| EPS (diluted) | $1.21 | $-2.21 |
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.
| Q4 25 | $263.6M | $335.4M | ||
| Q3 25 | $267.6M | $340.2M | ||
| Q2 25 | $255.5M | $289.4M | ||
| Q1 25 | $250.5M | $219.5M | ||
| Q4 24 | $240.0M | $196.2M | ||
| Q3 24 | $239.9M | $235.4M | ||
| Q2 24 | $234.1M | $265.4M | ||
| Q1 24 | $239.7M | $204.4M |
| Q4 25 | $39.2M | $-132.1M | ||
| Q3 25 | $40.3M | $-50.1M | ||
| Q2 25 | $38.3M | $-124.7M | ||
| Q1 25 | $37.1M | $-98.5M | ||
| Q4 24 | $33.6M | $-287.4M | ||
| Q3 24 | $33.8M | $-1.2B | ||
| Q2 24 | $32.1M | $-130.8M | ||
| Q1 24 | $29.0M | $-157.3M |
| Q4 25 | 35.6% | 22.2% | ||
| Q3 25 | 35.7% | 21.2% | ||
| Q2 25 | 36.4% | 11.1% | ||
| Q1 25 | 35.2% | 8.0% | ||
| Q4 24 | 36.0% | -57.2% | ||
| Q3 24 | 35.6% | -309.1% | ||
| Q2 24 | 35.5% | -4.1% | ||
| Q1 24 | 34.0% | -12.8% |
| Q4 25 | 19.8% | -14.4% | ||
| Q3 25 | 20.4% | -10.3% | ||
| Q2 25 | 20.1% | -39.9% | ||
| Q1 25 | 20.4% | -46.8% | ||
| Q4 24 | 19.8% | -134.4% | ||
| Q3 24 | 20.0% | -471.8% | ||
| Q2 24 | 19.6% | -60.4% | ||
| Q1 24 | 17.4% | -85.0% |
| Q4 25 | 14.9% | -39.4% | ||
| Q3 25 | 15.1% | -14.7% | ||
| Q2 25 | 15.0% | -43.1% | ||
| Q1 25 | 14.8% | -44.9% | ||
| Q4 24 | 14.0% | -146.5% | ||
| Q3 24 | 14.1% | -522.8% | ||
| Q2 24 | 13.7% | -49.3% | ||
| Q1 24 | 12.1% | -77.0% |
| Q4 25 | $1.21 | $-2.21 | ||
| Q3 25 | $1.24 | $-0.84 | ||
| Q2 25 | $1.17 | $-2.13 | ||
| Q1 25 | $1.13 | $-1.70 | ||
| Q4 24 | $1.03 | $-5.00 | ||
| Q3 24 | $1.03 | $-21.58 | ||
| Q2 24 | $0.98 | $-2.31 | ||
| Q1 24 | $0.89 | $-2.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $74.6M | $493.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $427.5M |
| Total Assets | $1.7B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $74.6M | $493.2M | ||
| Q3 25 | $65.1M | $498.6M | ||
| Q2 25 | $65.4M | $758.0M | ||
| Q1 25 | $49.9M | $651.6M | ||
| Q4 24 | $49.5M | $585.9M | ||
| Q3 24 | $73.7M | $678.8M | ||
| Q2 24 | $63.7M | $689.8M | ||
| Q1 24 | $60.3M | $680.6M |
| Q4 25 | $1.3B | $427.5M | ||
| Q3 25 | $1.3B | $479.8M | ||
| Q2 25 | $1.3B | $513.2M | ||
| Q1 25 | $1.2B | $594.2M | ||
| Q4 24 | $1.1B | $658.3M | ||
| Q3 24 | $1.2B | $930.9M | ||
| Q2 24 | $1.1B | $2.1B | ||
| Q1 24 | $1.1B | $2.2B |
| Q4 25 | $1.7B | $2.2B | ||
| Q3 25 | $1.7B | $2.2B | ||
| Q2 25 | $1.7B | $2.5B | ||
| Q1 25 | $1.6B | $2.5B | ||
| Q4 24 | $1.6B | $2.6B | ||
| Q3 24 | $1.6B | $2.8B | ||
| Q2 24 | $1.6B | $3.9B | ||
| Q1 24 | $1.6B | $4.2B |
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 | $67.3M | $52.6M |
| Free Cash FlowOCF − Capex | — | $43.3M |
| FCF MarginFCF / Revenue | — | 12.9% |
| Capex IntensityCapex / Revenue | — | 2.8% |
| Cash ConversionOCF / Net Profit | 1.72× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $67.3M | $52.6M | ||
| Q3 25 | $65.6M | $25.6M | ||
| Q2 25 | $47.3M | $-7.8M | ||
| Q1 25 | $36.5M | $33.8M | ||
| Q4 24 | $52.3M | $37.8M | ||
| Q3 24 | $51.3M | $-89.3M | ||
| Q2 24 | $45.0M | $-44.8M | ||
| Q1 24 | $33.4M | $-217.0M |
| Q4 25 | — | $43.3M | ||
| Q3 25 | — | $22.8M | ||
| Q2 25 | — | $-9.1M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $25.5M | ||
| Q3 24 | — | $-136.7M | ||
| Q2 24 | — | $-67.0M | ||
| Q1 24 | — | $-243.4M |
| Q4 25 | — | 12.9% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | -3.1% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | — | 13.0% | ||
| Q3 24 | — | -58.1% | ||
| Q2 24 | — | -25.2% | ||
| Q1 24 | — | -119.1% |
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 12.9% |
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | — | ||
| Q2 24 | 1.40× | — | ||
| Q1 24 | 1.15× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
| Human Nutrition And Health | $166.1M | 63% |
| Animal Nutrition And Health | $61.2M | 23% |
| Specialty Products | $34.8M | 13% |
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
