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Side-by-side financial comparison of BALCHEM CORP (BCPC) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($263.6M vs $205.2M, roughly 1.3× STONERIDGE INC). On growth, BALCHEM CORP posted the faster year-over-year revenue change (9.8% vs -6.0%). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (4.9% CAGR vs -7.4%).
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.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
BCPC vs SRI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $263.6M | $205.2M |
| Net Profit | $39.2M | — |
| Gross Margin | 35.6% | 16.2% |
| Operating Margin | 19.8% | -14.4% |
| Net Margin | 14.9% | — |
| Revenue YoY | 9.8% | -6.0% |
| Net Profit YoY | 16.8% | — |
| EPS (diluted) | $1.21 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $267.6M | $210.3M | ||
| Q2 25 | $255.5M | $228.0M | ||
| Q1 25 | $250.5M | $217.9M | ||
| Q4 24 | $240.0M | $218.2M | ||
| Q3 24 | $239.9M | $213.8M | ||
| Q2 24 | $234.1M | $237.1M | ||
| Q1 24 | $239.7M | $239.2M |
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $-9.4M | ||
| Q2 25 | $38.3M | $-9.4M | ||
| Q1 25 | $37.1M | $-7.2M | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $33.8M | $-7.1M | ||
| Q2 24 | $32.1M | $2.8M | ||
| Q1 24 | $29.0M | $-6.1M |
| Q4 25 | 35.6% | 16.2% | ||
| Q3 25 | 35.7% | 20.3% | ||
| Q2 25 | 36.4% | 21.5% | ||
| Q1 25 | 35.2% | 21.2% | ||
| Q4 24 | 36.0% | 19.5% | ||
| Q3 24 | 35.6% | 20.8% | ||
| Q2 24 | 35.5% | 22.7% | ||
| Q1 24 | 34.0% | 20.2% |
| Q4 25 | 19.8% | -14.4% | ||
| Q3 25 | 20.4% | -1.6% | ||
| Q2 25 | 20.1% | -1.1% | ||
| Q1 25 | 20.4% | -1.5% | ||
| Q4 24 | 19.8% | -2.0% | ||
| Q3 24 | 20.0% | 0.1% | ||
| Q2 24 | 19.6% | 1.4% | ||
| Q1 24 | 17.4% | 0.1% |
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | -4.5% | ||
| Q2 25 | 15.0% | -4.1% | ||
| Q1 25 | 14.8% | -3.3% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 14.1% | -3.3% | ||
| Q2 24 | 13.7% | 1.2% | ||
| Q1 24 | 12.1% | -2.6% |
| Q4 25 | $1.21 | $-2.76 | ||
| Q3 25 | $1.24 | $-0.34 | ||
| Q2 25 | $1.17 | $-0.34 | ||
| Q1 25 | $1.13 | $-0.26 | ||
| Q4 24 | $1.03 | $-0.22 | ||
| Q3 24 | $1.03 | $-0.26 | ||
| Q2 24 | $0.98 | $0.10 | ||
| Q1 24 | $0.89 | $-0.22 |
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 | $66.3M |
| Total DebtLower is stronger | — | $180.9M |
| Stockholders' EquityBook value | $1.3B | $179.8M |
| Total Assets | $1.7B | $551.2M |
| Debt / EquityLower = less leverage | — | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $74.6M | $66.3M | ||
| Q3 25 | $65.1M | $54.0M | ||
| Q2 25 | $65.4M | $49.8M | ||
| Q1 25 | $49.9M | $79.1M | ||
| Q4 24 | $49.5M | $71.8M | ||
| Q3 24 | $73.7M | $54.1M | ||
| Q2 24 | $63.7M | $42.1M | ||
| Q1 24 | $60.3M | $48.4M |
| Q4 25 | — | $180.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $201.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.3B | $179.8M | ||
| Q3 25 | $1.3B | $251.2M | ||
| Q2 25 | $1.3B | $260.5M | ||
| Q1 25 | $1.2B | $253.1M | ||
| Q4 24 | $1.1B | $245.3M | ||
| Q3 24 | $1.2B | $271.4M | ||
| Q2 24 | $1.1B | $270.5M | ||
| Q1 24 | $1.1B | $277.3M |
| Q4 25 | $1.7B | $551.2M | ||
| Q3 25 | $1.7B | $632.1M | ||
| Q2 25 | $1.7B | $639.4M | ||
| Q1 25 | $1.6B | $657.4M | ||
| Q4 24 | $1.6B | $621.6M | ||
| Q3 24 | $1.6B | $662.5M | ||
| Q2 24 | $1.6B | $666.7M | ||
| Q1 24 | $1.6B | $675.4M |
| Q4 25 | — | 1.01× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $8.8M |
| Free Cash FlowOCF − Capex | — | $2.6M |
| FCF MarginFCF / Revenue | — | 1.3% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | 1.72× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $67.3M | $8.8M | ||
| Q3 25 | $65.6M | $3.6M | ||
| Q2 25 | $47.3M | $10.7M | ||
| Q1 25 | $36.5M | $10.9M | ||
| Q4 24 | $52.3M | $19.2M | ||
| Q3 24 | $51.3M | $10.8M | ||
| Q2 24 | $45.0M | $8.7M | ||
| Q1 24 | $33.4M | $9.1M |
| Q4 25 | — | $2.6M | ||
| Q3 25 | — | $-2.7M | ||
| Q2 25 | — | $7.4M | ||
| Q1 25 | — | $4.8M | ||
| Q4 24 | — | $14.0M | ||
| Q3 24 | — | $4.6M | ||
| Q2 24 | — | $1.5M | ||
| Q1 24 | — | $3.3M |
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | -1.3% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 0.6% | ||
| Q1 24 | — | 1.4% |
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | 2.4% |
| 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× | 3.11× | ||
| 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% |
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
