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Side-by-side financial comparison of BALCHEM CORP (BCPC) and XPLR Infrastructure, LP (XIFR). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $249.0M, roughly 1.1× XPLR Infrastructure, LP). BALCHEM CORP runs the higher net margin — 14.9% vs 11.2%, a 3.6% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs -15.3%). BALCHEM CORP produced more free cash flow last quarter ($33.8M vs $-88.0M). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (7.5% CAGR vs -1.6%).
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.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
BCPC vs XIFR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $249.0M |
| Net Profit | $40.3M | $28.0M |
| Gross Margin | — | — |
| Operating Margin | 20.5% | -19.3% |
| Net Margin | 14.9% | 11.2% |
| Revenue YoY | 8.1% | -15.3% |
| Net Profit YoY | 8.7% | 124.3% |
| EPS (diluted) | $1.25 | — |
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 | $249.0M | ||
| Q3 25 | $267.6M | $315.0M | ||
| Q2 25 | $255.5M | $342.0M | ||
| Q1 25 | $250.5M | $282.0M | ||
| Q4 24 | $240.0M | $294.0M | ||
| Q3 24 | $239.9M | $319.0M | ||
| Q2 24 | $234.1M | $360.0M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $28.0M | ||
| Q3 25 | $40.3M | $-37.0M | ||
| Q2 25 | $38.3M | $79.0M | ||
| Q1 25 | $37.1M | $-98.0M | ||
| Q4 24 | $33.6M | $-115.0M | ||
| Q3 24 | $33.8M | $-40.0M | ||
| Q2 24 | $32.1M | $62.0M |
| 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% | — | ||
| Q4 25 | 19.8% | -19.3% | ||
| Q3 25 | 20.4% | 1.6% | ||
| Q2 25 | 20.1% | 26.3% | ||
| Q1 25 | 20.4% | -82.6% | ||
| Q4 24 | 19.8% | -188.1% | ||
| Q3 24 | 20.0% | 15.4% | ||
| Q2 24 | 19.6% | 18.3% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 11.2% | ||
| Q3 25 | 15.1% | -11.7% | ||
| Q2 25 | 15.0% | 23.1% | ||
| Q1 25 | 14.8% | -34.8% | ||
| Q4 24 | 14.0% | -39.1% | ||
| Q3 24 | 14.1% | -12.5% | ||
| Q2 24 | 13.7% | 17.2% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | — | ||
| Q3 25 | $1.24 | $-0.40 | ||
| Q2 25 | $1.17 | $0.84 | ||
| Q1 25 | $1.13 | $-1.05 | ||
| Q4 24 | $1.03 | — | ||
| Q3 24 | $1.03 | $-0.43 | ||
| Q2 24 | $0.98 | $0.66 |
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 | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $1.3B | $10.9B |
| Total Assets | $1.7B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $960.0M | ||
| Q3 25 | $65.1M | $711.0M | ||
| Q2 25 | $65.4M | $880.0M | ||
| Q1 25 | $49.9M | $1.5B | ||
| Q4 24 | $49.5M | $283.0M | ||
| Q3 24 | $73.7M | $290.0M | ||
| Q2 24 | $63.7M | $281.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $10.9B | ||
| Q3 25 | $1.3B | $11.0B | ||
| Q2 25 | $1.3B | $11.3B | ||
| Q1 25 | $1.2B | $12.6B | ||
| Q4 24 | $1.1B | $12.9B | ||
| Q3 24 | $1.2B | $13.6B | ||
| Q2 24 | $1.1B | $13.9B |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $19.6B | ||
| Q3 25 | $1.7B | $19.1B | ||
| Q2 25 | $1.7B | $20.5B | ||
| Q1 25 | $1.6B | $21.4B | ||
| Q4 24 | $1.6B | $20.3B | ||
| Q3 24 | $1.6B | $20.9B | ||
| Q2 24 | $1.6B | $21.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.41× | ||
| Q3 24 | — | — | ||
| Q2 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 | $40.1M | $186.0M |
| Free Cash FlowOCF − Capex | $33.8M | $-88.0M |
| FCF MarginFCF / Revenue | 12.5% | -35.3% |
| Capex IntensityCapex / Revenue | 2.3% | 110.0% |
| Cash ConversionOCF / Net Profit | 0.99× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $186.0M | ||
| Q3 25 | $65.6M | $231.0M | ||
| Q2 25 | $47.3M | $232.0M | ||
| Q1 25 | $36.5M | $90.0M | ||
| Q4 24 | $52.3M | $283.0M | ||
| Q3 24 | $51.3M | $208.0M | ||
| Q2 24 | $45.0M | $231.0M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $-88.0M | ||
| Q3 25 | — | $-283.0M | ||
| Q2 25 | — | $151.0M | ||
| Q1 25 | — | $1.0M | ||
| Q4 24 | — | $231.0M | ||
| Q3 24 | — | $152.0M | ||
| Q2 24 | — | $162.0M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | -35.3% | ||
| Q3 25 | — | -89.8% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 78.6% | ||
| Q3 24 | — | 47.6% | ||
| Q2 24 | — | 45.0% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 110.0% | ||
| Q3 25 | — | 163.2% | ||
| Q2 25 | — | 23.7% | ||
| Q1 25 | — | 31.6% | ||
| Q4 24 | — | 17.7% | ||
| Q3 24 | — | 17.6% | ||
| Q2 24 | — | 19.2% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 6.64× | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 1.23× | 2.94× | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | — | ||
| Q2 24 | 1.40× | 3.73× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BCPC
Segment breakdown not available.
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
