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Side-by-side financial comparison of BALCHEM CORP (BCPC) and Soho House & Co Inc. (SHCO). Click either name above to swap in a different company.
Soho House & Co Inc. is the larger business by last-quarter revenue ($370.8M vs $270.7M, roughly 1.4× BALCHEM CORP). BALCHEM CORP runs the higher net margin — 14.9% vs -5.0%, a 19.9% gap on every dollar of revenue. On growth, Soho House & Co Inc. posted the faster year-over-year revenue change (11.2% vs 8.1%). BALCHEM CORP produced more free cash flow last quarter ($33.8M vs $3.5M). Over the past eight quarters, Soho House & Co Inc.'s revenue compounded faster (13.5% 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.
Soho House is an international private members’ club with a focus on the media, arts and fashion industries.
BCPC vs SHCO — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $370.8M |
| Net Profit | $40.3M | $-18.7M |
| Gross Margin | — | — |
| Operating Margin | 20.5% | -1.6% |
| Net Margin | 14.9% | -5.0% |
| Revenue YoY | 8.1% | 11.2% |
| Net Profit YoY | 8.7% | -10790.3% |
| EPS (diluted) | $1.25 | $-0.10 |
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 | — | ||
| Q3 25 | $267.6M | $370.8M | ||
| Q2 25 | $255.5M | $329.8M | ||
| Q1 25 | $250.5M | $282.9M | ||
| Q4 24 | $240.0M | $305.6M | ||
| Q3 24 | $239.9M | $333.4M | ||
| Q2 24 | $234.1M | $302.9M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $-18.7M | ||
| Q2 25 | $38.3M | $24.9M | ||
| Q1 25 | $37.1M | $8.2M | ||
| Q4 24 | $33.6M | $-91.7M | ||
| Q3 24 | $33.8M | $175.0K | ||
| Q2 24 | $32.1M | $-29.9M |
| 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% | -1.6% | ||
| Q2 25 | 20.1% | 18.1% | ||
| Q1 25 | 20.4% | 12.3% | ||
| Q4 24 | 19.8% | -23.1% | ||
| Q3 24 | 20.0% | 11.4% | ||
| Q2 24 | 19.6% | -4.3% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | -5.0% | ||
| Q2 25 | 15.0% | 7.5% | ||
| Q1 25 | 14.8% | 2.9% | ||
| Q4 24 | 14.0% | -30.0% | ||
| Q3 24 | 14.1% | 0.1% | ||
| Q2 24 | 13.7% | -9.9% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | — | ||
| Q3 25 | $1.24 | $-0.10 | ||
| Q2 25 | $1.17 | $0.13 | ||
| Q1 25 | $1.13 | $0.04 | ||
| Q4 24 | $1.03 | $-0.48 | ||
| Q3 24 | $1.03 | $0.00 | ||
| Q2 24 | $0.98 | $-0.15 |
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 | $142.5M |
| Total DebtLower is stronger | — | $735.8M |
| Stockholders' EquityBook value | $1.3B | $-351.6M |
| Total Assets | $1.7B | $2.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | $142.5M | ||
| Q2 25 | $65.4M | $150.3M | ||
| Q1 25 | $49.9M | $150.1M | ||
| Q4 24 | $49.5M | $152.7M | ||
| Q3 24 | $73.7M | $142.8M | ||
| Q2 24 | $63.7M | $148.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $735.8M | ||
| Q2 25 | — | $729.8M | ||
| Q1 25 | — | $705.1M | ||
| Q4 24 | — | $691.5M | ||
| Q3 24 | — | $694.8M | ||
| Q2 24 | — | $682.1M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $-351.6M | ||
| Q2 25 | $1.3B | $-348.6M | ||
| Q1 25 | $1.2B | $-340.1M | ||
| Q4 24 | $1.1B | $-335.1M | ||
| Q3 24 | $1.2B | $-279.4M | ||
| Q2 24 | $1.1B | $-231.7M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | $2.7B | ||
| Q2 25 | $1.7B | $2.6B | ||
| Q1 25 | $1.6B | $2.5B | ||
| Q4 24 | $1.6B | $2.4B | ||
| Q3 24 | $1.6B | $2.6B | ||
| Q2 24 | $1.6B | $2.6B |
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 | $34.9M |
| Free Cash FlowOCF − Capex | $33.8M | $3.5M |
| FCF MarginFCF / Revenue | 12.5% | 0.9% |
| Capex IntensityCapex / Revenue | 2.3% | 8.5% |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | — | ||
| Q3 25 | $65.6M | $34.9M | ||
| Q2 25 | $47.3M | $41.0M | ||
| Q1 25 | $36.5M | $22.8M | ||
| Q4 24 | $52.3M | $26.9M | ||
| Q3 24 | $51.3M | $20.6M | ||
| Q2 24 | $45.0M | $36.0M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $3.5M | ||
| Q2 25 | — | $12.4M | ||
| Q1 25 | — | $7.5M | ||
| Q4 24 | — | $18.5M | ||
| Q3 24 | — | $10.3M | ||
| Q2 24 | — | $10.2M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 3.4% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 8.5% | ||
| Q2 25 | — | 8.7% | ||
| Q1 25 | — | 5.4% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 8.5% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 1.23× | 1.65× | ||
| Q1 25 | 0.98× | 2.79× | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | 117.70× | ||
| 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.
SHCO
| Membership | $122.7M | 33% |
| Other | $122.0M | 33% |
| Membership Revenue | $58.5M | 16% |
| Other Revenue | $28.5M | 8% |
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $24.8M | 7% |
| Elimination Of Equity Accounted Revenue | $13.4M | 4% |
| Related Party | $2.0M | 1% |
| Soho House | $1.0M | 0% |
