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Side-by-side financial comparison of BALCHEM CORP (BCPC) and TRIMAS CORP (TRS). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $256.5M, roughly 1.1× TRIMAS CORP). TRIMAS CORP runs the higher net margin — 31.9% vs 14.9%, a 17.0% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs 3.8%). TRIMAS CORP produced more free cash flow last quarter ($36.8M vs $33.8M). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs 3.3%).
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.
Trimas Corp is a diversified industrial manufacturing enterprise that designs, produces and distributes a wide portfolio of engineered products, including specialized fasteners, aerospace components, custom packaging solutions, and consumer & industrial hardware. It primarily serves aerospace, automotive, construction, consumer goods and industrial sectors, with core operations across North America and selected global markets.
BCPC vs TRS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $256.5M |
| Net Profit | $40.3M | $81.7M |
| Gross Margin | — | 12.8% |
| Operating Margin | 20.5% | 5.7% |
| Net Margin | 14.9% | 31.9% |
| Revenue YoY | 8.1% | 3.8% |
| Net Profit YoY | 8.7% | 236.9% |
| EPS (diluted) | $1.25 | $2.03 |
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 | $256.5M | ||
| Q4 25 | $263.6M | $-140.0M | ||
| Q3 25 | $267.6M | $269.3M | ||
| Q2 25 | $255.5M | $274.8M | ||
| Q1 25 | $250.5M | $241.7M | ||
| Q4 24 | $240.0M | $-66.2M | ||
| Q3 24 | $239.9M | $229.4M | ||
| Q2 24 | $234.1M | $240.5M |
| Q1 26 | $40.3M | $81.7M | ||
| Q4 25 | $39.2M | $81.7M | ||
| Q3 25 | $40.3M | $9.3M | ||
| Q2 25 | $38.3M | $16.7M | ||
| Q1 25 | $37.1M | $12.4M | ||
| Q4 24 | $33.6M | $5.6M | ||
| Q3 24 | $33.8M | $2.5M | ||
| Q2 24 | $32.1M | $10.9M |
| Q1 26 | — | 12.8% | ||
| Q4 25 | 35.6% | — | ||
| Q3 25 | 35.7% | 12.8% | ||
| Q2 25 | 36.4% | 13.8% | ||
| Q1 25 | 35.2% | 13.6% | ||
| Q4 24 | 36.0% | — | ||
| Q3 24 | 35.6% | 15.4% | ||
| Q2 24 | 35.5% | 14.4% |
| Q1 26 | 20.5% | 5.7% | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 20.4% | 6.2% | ||
| Q2 25 | 20.1% | 9.9% | ||
| Q1 25 | 20.4% | 9.0% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 20.0% | 3.6% | ||
| Q2 24 | 19.6% | 7.4% |
| Q1 26 | 14.9% | 31.9% | ||
| Q4 25 | 14.9% | -58.4% | ||
| Q3 25 | 15.1% | 3.5% | ||
| Q2 25 | 15.0% | 6.1% | ||
| Q1 25 | 14.8% | 5.1% | ||
| Q4 24 | 14.0% | -8.5% | ||
| Q3 24 | 14.1% | 1.1% | ||
| Q2 24 | 13.7% | 4.5% |
| Q1 26 | $1.25 | $2.03 | ||
| Q4 25 | $1.21 | $2.01 | ||
| Q3 25 | $1.24 | $0.23 | ||
| Q2 25 | $1.17 | $0.41 | ||
| Q1 25 | $1.13 | $0.30 | ||
| Q4 24 | $1.03 | $0.14 | ||
| Q3 24 | $1.03 | $0.06 | ||
| Q2 24 | $0.98 | $0.27 |
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 | $30.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $705.6M |
| Total Assets | $1.7B | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | $30.0M | ||
| Q4 25 | $74.6M | $30.0M | ||
| Q3 25 | $65.1M | $33.6M | ||
| Q2 25 | $65.4M | $30.3M | ||
| Q1 25 | $49.9M | $32.7M | ||
| Q4 24 | $49.5M | $23.1M | ||
| Q3 24 | $73.7M | $26.9M | ||
| Q2 24 | $63.7M | $35.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $469.2M | ||
| Q3 25 | — | $407.1M | ||
| Q2 25 | — | $424.5M | ||
| Q1 25 | — | $434.2M | ||
| Q4 24 | — | $398.1M | ||
| Q3 24 | — | $409.9M | ||
| Q2 24 | — | $427.4M |
| Q1 26 | $1.3B | $705.6M | ||
| Q4 25 | $1.3B | $705.6M | ||
| Q3 25 | $1.3B | $725.0M | ||
| Q2 25 | $1.3B | $715.3M | ||
| Q1 25 | $1.2B | $686.6M | ||
| Q4 24 | $1.1B | $667.3M | ||
| Q3 24 | $1.2B | $682.8M | ||
| Q2 24 | $1.1B | $675.9M |
| Q1 26 | $1.7B | $1.5B | ||
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.6B | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | — | 0.63× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | — | 0.63× |
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 | $117.5M |
| Free Cash FlowOCF − Capex | $33.8M | $36.8M |
| FCF MarginFCF / Revenue | 12.5% | 14.4% |
| Capex IntensityCapex / Revenue | 2.3% | 18.9% |
| Cash ConversionOCF / Net Profit | 0.99× | 1.44× |
| TTM Free Cash FlowTrailing 4 quarters | — | $109.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | $117.5M | ||
| Q4 25 | $67.3M | $41.5M | ||
| Q3 25 | $65.6M | $36.5M | ||
| Q2 25 | $47.3M | $30.3M | ||
| Q1 25 | $36.5M | $9.2M | ||
| Q4 24 | $52.3M | $27.1M | ||
| Q3 24 | $51.3M | $22.0M | ||
| Q2 24 | $45.0M | $18.4M |
| Q1 26 | $33.8M | $36.8M | ||
| Q4 25 | — | $36.8M | ||
| Q3 25 | — | $22.8M | ||
| Q2 25 | — | $13.2M | ||
| Q1 25 | — | $-3.8M | ||
| Q4 24 | — | $12.1M | ||
| Q3 24 | — | $10.2M | ||
| Q2 24 | — | $7.5M |
| Q1 26 | 12.5% | 14.4% | ||
| Q4 25 | — | -26.3% | ||
| Q3 25 | — | 8.5% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | -1.6% | ||
| Q4 24 | — | -18.3% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | — | 3.1% |
| Q1 26 | 2.3% | 18.9% | ||
| Q4 25 | — | -3.4% | ||
| Q3 25 | — | 5.1% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 5.4% | ||
| Q4 24 | — | -22.6% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | — | 4.5% |
| Q1 26 | 0.99× | 1.44× | ||
| Q4 25 | 1.72× | 0.51× | ||
| Q3 25 | 1.63× | 3.92× | ||
| Q2 25 | 1.23× | 1.81× | ||
| Q1 25 | 0.98× | 0.74× | ||
| Q4 24 | 1.56× | 4.80× | ||
| Q3 24 | 1.52× | 8.71× | ||
| Q2 24 | 1.40× | 1.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
