vs
Side-by-side financial comparison of BALCHEM CORP (BCPC) and SIMMONS FIRST NATIONAL CORP (SFNC). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $197.3M, roughly 1.4× SIMMONS FIRST NATIONAL CORP). On growth, SIMMONS FIRST NATIONAL CORP posted the faster year-over-year revenue change (19.6% vs 8.1%). SIMMONS FIRST NATIONAL CORP produced more free cash flow last quarter ($411.4M vs $33.8M). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs 0.6%).
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.
Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.
BCPC vs SFNC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $197.3M |
| Net Profit | $40.3M | — |
| Gross Margin | — | — |
| Operating Margin | 20.5% | — |
| Net Margin | 14.9% | — |
| Revenue YoY | 8.1% | 19.6% |
| Net Profit YoY | 8.7% | — |
| EPS (diluted) | $1.25 | $0.36 |
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 | $197.3M | ||
| Q3 25 | $267.6M | $186.7M | ||
| Q2 25 | $255.5M | $214.2M | ||
| Q1 25 | $250.5M | $209.6M | ||
| Q4 24 | $240.0M | $208.5M | ||
| Q3 24 | $239.9M | $174.8M | ||
| Q2 24 | $234.1M | $197.2M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $-562.8M | ||
| Q2 25 | $38.3M | $54.8M | ||
| Q1 25 | $37.1M | $32.4M | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $33.8M | $24.7M | ||
| Q2 24 | $32.1M | $40.8M |
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | — | ||
| Q3 25 | 35.7% | — | ||
| Q2 25 | 36.4% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.0% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 35.5% | — |
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 20.4% | — | ||
| Q2 25 | 20.1% | — | ||
| Q1 25 | 20.4% | — | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 20.0% | — | ||
| Q2 24 | 19.6% | — |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | -301.5% | ||
| Q2 25 | 15.0% | 25.6% | ||
| Q1 25 | 14.8% | 15.5% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 14.1% | 14.1% | ||
| Q2 24 | 13.7% | 20.7% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.36 | ||
| Q3 25 | $1.24 | $-4.00 | ||
| Q2 25 | $1.17 | $0.43 | ||
| Q1 25 | $1.13 | $0.26 | ||
| Q4 24 | $1.03 | $0.38 | ||
| Q3 24 | $1.03 | $0.20 | ||
| Q2 24 | $0.98 | $0.32 |
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 | — |
| Total DebtLower is stronger | — | $620.0M |
| Stockholders' EquityBook value | $1.3B | $3.4B |
| Total Assets | $1.7B | $24.5B |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | — | ||
| Q2 25 | $65.4M | — | ||
| Q1 25 | $49.9M | — | ||
| Q4 24 | $49.5M | — | ||
| Q3 24 | $73.7M | — | ||
| Q2 24 | $63.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $620.0M | ||
| Q3 25 | — | $667.8M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.7B |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $3.4B | ||
| Q3 25 | $1.3B | $3.4B | ||
| Q2 25 | $1.3B | $3.5B | ||
| Q1 25 | $1.2B | $3.5B | ||
| Q4 24 | $1.1B | $3.5B | ||
| Q3 24 | $1.2B | $3.5B | ||
| Q2 24 | $1.1B | $3.5B |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $24.5B | ||
| Q3 25 | $1.7B | $24.2B | ||
| Q2 25 | $1.7B | $26.7B | ||
| Q1 25 | $1.6B | $26.8B | ||
| Q4 24 | $1.6B | $26.9B | ||
| Q3 24 | $1.6B | $27.3B | ||
| Q2 24 | $1.6B | $27.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.50× |
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 | $449.5M |
| Free Cash FlowOCF − Capex | $33.8M | $411.4M |
| FCF MarginFCF / Revenue | 12.5% | 208.5% |
| Capex IntensityCapex / Revenue | 2.3% | 19.3% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $717.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $449.5M | ||
| Q3 25 | $65.6M | $223.4M | ||
| Q2 25 | $47.3M | $77.6M | ||
| Q1 25 | $36.5M | $32.8M | ||
| Q4 24 | $52.3M | $425.9M | ||
| Q3 24 | $51.3M | $199.4M | ||
| Q2 24 | $45.0M | $86.1M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $411.4M | ||
| Q3 25 | — | $216.7M | ||
| Q2 25 | — | $66.3M | ||
| Q1 25 | — | $22.6M | ||
| Q4 24 | — | $380.4M | ||
| Q3 24 | — | $187.7M | ||
| Q2 24 | — | $72.7M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 208.5% | ||
| Q3 25 | — | 116.1% | ||
| Q2 25 | — | 31.0% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | — | 182.5% | ||
| Q3 24 | — | 107.4% | ||
| Q2 24 | — | 36.9% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | — | 21.8% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | 6.8% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 1.23× | 1.42× | ||
| Q1 25 | 0.98× | 1.01× | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | 8.06× | ||
| Q2 24 | 1.40× | 2.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
