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Side-by-side financial comparison of BALCHEM CORP (BCPC) and VIRTUS INVESTMENT PARTNERS, INC. (VRTS). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $199.5M, roughly 1.4× VIRTUS INVESTMENT PARTNERS, INC.). BALCHEM CORP runs the higher net margin — 14.9% vs 3.6%, a 11.3% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs -4.1%). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs -5.7%).
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.
VIRTUS INVESTMENT PARTNERS, INC.VRTSEarnings & Financial Report
Virtus Investment Partners, Inc. is an American company which operates as a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.
BCPC vs VRTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $199.5M |
| Net Profit | $40.3M | $7.1M |
| Gross Margin | — | — |
| Operating Margin | 20.5% | 7.7% |
| Net Margin | 14.9% | 3.6% |
| Revenue YoY | 8.1% | -4.1% |
| Net Profit YoY | 8.7% | -78.1% |
| EPS (diluted) | $1.25 | $1.05 |
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 | $199.5M | ||
| Q4 25 | $263.6M | $208.0M | ||
| Q3 25 | $267.6M | $216.4M | ||
| Q2 25 | $255.5M | $210.5M | ||
| Q1 25 | $250.5M | $217.9M | ||
| Q4 24 | $240.0M | $233.5M | ||
| Q3 24 | $239.9M | $227.0M | ||
| Q2 24 | $234.1M | $224.4M |
| Q1 26 | $40.3M | $7.1M | ||
| Q4 25 | $39.2M | $33.9M | ||
| Q3 25 | $40.3M | $31.3M | ||
| Q2 25 | $38.3M | $42.7M | ||
| Q1 25 | $37.1M | $28.1M | ||
| Q4 24 | $33.6M | $39.5M | ||
| Q3 24 | $33.8M | $49.1M | ||
| Q2 24 | $32.1M | $26.0M |
| 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% | 7.7% | ||
| Q4 25 | 19.8% | 19.1% | ||
| Q3 25 | 20.4% | 21.7% | ||
| Q2 25 | 20.1% | 21.5% | ||
| Q1 25 | 20.4% | 16.8% | ||
| Q4 24 | 19.8% | 21.7% | ||
| Q3 24 | 20.0% | 24.3% | ||
| Q2 24 | 19.6% | 19.7% |
| Q1 26 | 14.9% | 3.6% | ||
| Q4 25 | 14.9% | 16.3% | ||
| Q3 25 | 15.1% | 14.5% | ||
| Q2 25 | 15.0% | 20.3% | ||
| Q1 25 | 14.8% | 12.9% | ||
| Q4 24 | 14.0% | 16.9% | ||
| Q3 24 | 14.1% | 21.6% | ||
| Q2 24 | 13.7% | 11.6% |
| Q1 26 | $1.25 | $1.05 | ||
| Q4 25 | $1.21 | $5.15 | ||
| Q3 25 | $1.24 | $4.65 | ||
| Q2 25 | $1.17 | $6.12 | ||
| Q1 25 | $1.13 | $4.05 | ||
| Q4 24 | $1.03 | $4.65 | ||
| Q3 24 | $1.03 | $5.71 | ||
| Q2 24 | $0.98 | $2.43 |
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 | $136.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $93.6B |
| Total Assets | $1.7B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | $136.6M | ||
| 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 | — | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | — | $231.7M | ||
| Q4 24 | — | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M |
| Q1 26 | $1.3B | $93.6B | ||
| Q4 25 | $1.3B | $934.0M | ||
| Q3 25 | $1.3B | $918.7M | ||
| Q2 25 | $1.3B | $896.4M | ||
| Q1 25 | $1.2B | $893.7M | ||
| Q4 24 | $1.1B | $897.5M | ||
| Q3 24 | $1.2B | $889.0M | ||
| Q2 24 | $1.1B | $868.7M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $4.3B | ||
| Q3 25 | $1.7B | $3.9B | ||
| Q2 25 | $1.7B | $3.7B | ||
| Q1 25 | $1.6B | $3.7B | ||
| Q4 24 | $1.6B | $4.0B | ||
| Q3 24 | $1.6B | $3.6B | ||
| Q2 24 | $1.6B | $3.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× |
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 | — |
| Free Cash FlowOCF − Capex | $33.8M | — |
| FCF MarginFCF / Revenue | 12.5% | — |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | 0.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $-67.2M | ||
| Q3 25 | $65.6M | $108.3M | ||
| Q2 25 | $47.3M | $75.8M | ||
| Q1 25 | $36.5M | $-3.8M | ||
| Q4 24 | $52.3M | $1.8M | ||
| Q3 24 | $51.3M | $69.1M | ||
| Q2 24 | $45.0M | $70.0M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $-74.1M | ||
| Q3 25 | — | $106.9M | ||
| Q2 25 | — | $74.2M | ||
| Q1 25 | — | $-6.8M | ||
| Q4 24 | — | $-3.8M | ||
| Q3 24 | — | $68.7M | ||
| Q2 24 | — | $68.6M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | -35.6% | ||
| Q3 25 | — | 49.4% | ||
| Q2 25 | — | 35.2% | ||
| Q1 25 | — | -3.1% | ||
| Q4 24 | — | -1.6% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | — | 30.6% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.6% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | -1.99× | ||
| Q3 25 | 1.63× | 3.45× | ||
| Q2 25 | 1.23× | 1.77× | ||
| Q1 25 | 0.98× | -0.13× | ||
| Q4 24 | 1.56× | 0.04× | ||
| Q3 24 | 1.52× | 1.41× | ||
| Q2 24 | 1.40× | 2.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
Segment breakdown not available.
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |
