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Side-by-side financial comparison of BALCHEM CORP (BCPC) and SunOpta Inc. (STKL). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $205.4M, roughly 1.3× SunOpta Inc.). BALCHEM CORP runs the higher net margin — 14.9% vs 0.4%, a 14.5% gap on every dollar of revenue. On growth, SunOpta Inc. posted the faster year-over-year revenue change (16.6% vs 8.1%). BALCHEM CORP produced more free cash flow last quarter ($33.8M vs $12.1M). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% 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.
SunOpta, Inc. is a multi-national food and mineral company headquartered in Eden Prairie, Minnesota and founded in 1973 in Canada.
BCPC vs STKL — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $205.4M |
| Net Profit | $40.3M | $816.0K |
| Gross Margin | — | 12.4% |
| Operating Margin | 20.5% | 3.3% |
| Net Margin | 14.9% | 0.4% |
| Revenue YoY | 8.1% | 16.6% |
| Net Profit YoY | 8.7% | 113.1% |
| EPS (diluted) | $1.25 | $0.01 |
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 | $205.4M | ||
| Q2 25 | $255.5M | $191.5M | ||
| Q1 25 | $250.5M | $201.6M | ||
| Q4 24 | $240.0M | $193.9M | ||
| Q3 24 | $239.9M | $175.9M | ||
| Q2 24 | $234.1M | $169.5M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $816.0K | ||
| Q2 25 | $38.3M | $4.4M | ||
| Q1 25 | $37.1M | $4.8M | ||
| Q4 24 | $33.6M | $-8.7M | ||
| Q3 24 | $33.8M | $-6.2M | ||
| Q2 24 | $32.1M | $-5.3M |
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | — | ||
| Q3 25 | 35.7% | 12.4% | ||
| Q2 25 | 36.4% | 14.8% | ||
| Q1 25 | 35.2% | 15.0% | ||
| Q4 24 | 36.0% | 10.9% | ||
| Q3 24 | 35.6% | 13.0% | ||
| Q2 24 | 35.5% | 12.5% |
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 20.4% | 3.3% | ||
| Q2 25 | 20.1% | 5.5% | ||
| Q1 25 | 20.4% | 5.2% | ||
| Q4 24 | 19.8% | 1.4% | ||
| Q3 24 | 20.0% | 0.5% | ||
| Q2 24 | 19.6% | 1.2% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | 0.4% | ||
| Q2 25 | 15.0% | 2.3% | ||
| Q1 25 | 14.8% | 2.4% | ||
| Q4 24 | 14.0% | -4.5% | ||
| Q3 24 | 14.1% | -3.5% | ||
| Q2 24 | 13.7% | -3.1% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | — | ||
| Q3 25 | $1.24 | $0.01 | ||
| Q2 25 | $1.17 | $0.03 | ||
| Q1 25 | $1.13 | $0.04 | ||
| Q4 24 | $1.03 | $-0.08 | ||
| Q3 24 | $1.03 | $-0.05 | ||
| Q2 24 | $0.98 | $-0.04 |
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 | $2.2M |
| Total DebtLower is stronger | — | $250.8M |
| Stockholders' EquityBook value | $1.3B | $162.8M |
| Total Assets | $1.7B | $694.1M |
| Debt / EquityLower = less leverage | — | 1.54× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | $2.2M | ||
| Q2 25 | $65.4M | $2.2M | ||
| Q1 25 | $49.9M | $2.3M | ||
| Q4 24 | $49.5M | $1.6M | ||
| Q3 24 | $73.7M | $2.9M | ||
| Q2 24 | $63.7M | $3.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $250.8M | ||
| Q2 25 | — | $263.3M | ||
| Q1 25 | — | $260.6M | ||
| Q4 24 | — | $265.2M | ||
| Q3 24 | — | $289.9M | ||
| Q2 24 | — | $303.1M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $162.8M | ||
| Q2 25 | $1.3B | $159.8M | ||
| Q1 25 | $1.2B | $154.8M | ||
| Q4 24 | $1.1B | $148.6M | ||
| Q3 24 | $1.2B | $155.0M | ||
| Q2 24 | $1.1B | $158.8M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | $694.1M | ||
| Q2 25 | $1.7B | $704.9M | ||
| Q1 25 | $1.6B | $690.7M | ||
| Q4 24 | $1.6B | $668.5M | ||
| Q3 24 | $1.6B | $699.3M | ||
| Q2 24 | $1.6B | $704.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.54× | ||
| Q2 25 | — | 1.65× | ||
| Q1 25 | — | 1.68× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 1.87× | ||
| Q2 24 | — | 1.91× |
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 | $16.3M |
| Free Cash FlowOCF − Capex | $33.8M | $12.1M |
| FCF MarginFCF / Revenue | 12.5% | 5.9% |
| Capex IntensityCapex / Revenue | 2.3% | 2.1% |
| Cash ConversionOCF / Net Profit | 0.99× | 20.03× |
| TTM Free Cash FlowTrailing 4 quarters | — | $36.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | — | ||
| Q3 25 | $65.6M | $16.3M | ||
| Q2 25 | $47.3M | $-4.5M | ||
| Q1 25 | $36.5M | $22.3M | ||
| Q4 24 | $52.3M | $33.1M | ||
| Q3 24 | $51.3M | $17.2M | ||
| Q2 24 | $45.0M | $-5.6M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $12.1M | ||
| Q2 25 | — | $-9.2M | ||
| Q1 25 | — | $9.5M | ||
| Q4 24 | — | $24.0M | ||
| Q3 24 | — | $11.7M | ||
| Q2 24 | — | $-15.3M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | — | -4.8% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 6.6% | ||
| Q2 24 | — | -9.0% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | — | 4.7% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 5.7% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 20.03× | ||
| Q2 25 | 1.23× | -1.03× | ||
| Q1 25 | 0.98× | 4.63× | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | — | ||
| 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.
STKL
| Beverages And Broths | $161.4M | 79% |
| Fruit Snacks | $40.9M | 20% |
| Ingredients | $3.1M | 2% |
