MONTVALE, N.J., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Balchem Corporation (NASDAQ: BCPC), a global specialty ingredient manufacturer for health and nutrition markets, announced they will participate in the JP Morgan Consumer Ingredients Forum on March 10, 2026. Ted Harris, Chairman of the Board, President and Chief Executive Officer, Martin Bengtsson, Chief Financial Officer and Allison Baurichter, Senior Director Investor Relations will participate in the conference. About Balchem Corporation Balchem Corporati ...

Core Insights - Kerry is a global leader in the B2B specialty ingredients market, demonstrating a strong track record of growth [1] - The company has recently achieved significant volume growth and market outperformance, attributed to its unique positioning as an innovation partner in the food and beverage sector [1] - Under the leadership of CEO Edmond Scanlon, Kerry has transformed into a pure-play taste and nutrition company, resulting in substantial margin expansion [1] Company Leadership - CEO Edmond Scanlon is leading the transformation of Kerry into a focused taste and nutrition company [1] - The executive team includes Chief Financial Officer Marguerite Larkin, Vice President of Marketing for North America Elizabeth Horvath, and William Lynch, Head of Investor Relations [1]

Summary of Kerry's Conference Call Company Overview - **Company**: Kerry Group - **Industry**: B2B Specialty Ingredients for Food and Beverage - **Revenue**: EUR 7 billion - **Global Presence**: 119 manufacturing facilities across 34 countries, reaching nearly 1.5 billion consumers globally [4][6] Core Points and Arguments Strategic Focus - Kerry aims to deliver high single-digit earnings growth through consistent volume growth and margin expansion [3][6] - The company has transformed into a pure-play taste and nutrition company under CEO Edmond Scanlon, leading to significant margin expansion [1][4] Financial Performance - Revenue growth from EUR 4 billion in 2017 to EUR 7 billion today, with a target of high single-digit earnings compounding [6] - Achieved double-digit adjusted earnings per share growth on average since 1986, with high single-digit growth in 8 of the last 10 years [6] - EBITDA margin expanded by over 300 basis points in the past four years, targeting 19%-20% by 2028 [7][49] Market Dynamics - The food and beverage market is dynamic, with over 70% of global consumers reporting changes in preferences over the last three years [22][23] - High protein products are growing at over 7% CAGR, while non-protein products remain in low single digits [24] - Over 60% of new food and beverage activity involves reformulation, driven by cost reduction and clean label demands [13][14] Innovation and Renovation - Kerry is positioned at the intersection of innovation and renovation, helping customers create new products while transforming existing ones [14] - Significant investments in biotechnology, with over EUR 3 billion in science and technology over the last decade [5][11] - Recent innovations include fermentation-derived technologies for taste and health benefits, such as sweet and salt reduction technologies [12] Regional Performance - **Americas**: Consistent volume growth of 3%-4%, with strong market outperformance due to customer access and tailored go-to-market strategies [16] - **APMEA**: Revenues over EUR 1.6 billion, with significant growth in Southeast Asia and the Middle East, focusing on local culture and authentic flavors [18] Regulatory Landscape - Global front-of-pack nutritional labeling regulations are expanding, creating opportunities for Kerry in product reformulation [20] Additional Important Content - Kerry's Accelerate 2.0 program aims to drive operational excellence and margin expansion, with a target of EUR 100 million in annual benefits by 2028 [42][45] - The company maintains a balanced capital allocation strategy, investing 4%-5% of revenues in growth while returning capital to shareholders through dividends and share buybacks [46][48] - Sustainability efforts include a 52% reduction in carbon emissions and a 54% reduction in food waste [39] Conclusion - Kerry is well-positioned to capitalize on market dynamics through innovation and renovation, with a strong focus on biotechnology and customer partnerships, aiming for continued earnings growth and market outperformance [50]

Core Insights - Hawkins, Inc. will participate in the Raymond James & Associates' 47th Annual Institutional Investors Conference on March 3 and 4, 2026, in Orlando, Florida, with CEO Patrick Hawkins and CFO Jeff Oldenkamp attending [1][3]. Company Overview - Hawkins, Inc. is a leading water treatment and specialty ingredients company, founded in 1938, headquartered in Roseville, Minnesota, and operates 65 facilities across 28 states [4]. - The company generated $974 million in revenue for fiscal 2025 and employs approximately 1,100 people [4]. Conference Details - The Raymond James Institutional Investors Conference serves as a platform for portfolio managers to explore investment opportunities across various industries, with the 2025 conference attracting around 2,000 attendees from nearly 900 institutional investment firms [2]. - The 2026 conference will feature presentations from senior management teams of approximately 300 companies, providing insights into both the companies and their respective industry sectors [2].

Core Insights - Hawkins, Inc. reported record results in revenue, gross profit, operating income, and Adjusted EBITDA for the third quarter of fiscal 2026, driven by acquisition activity in the Water Treatment segment and improvements in the Industrial Solutions segment [3][5]. Financial Performance - Revenue for the third quarter reached $244.1 million, an increase of 8% from $226.2 million in the same period last year, with Water Treatment segment growth of 21% and Industrial Solutions segment growth of 10% [5][7]. - Gross profit increased by 5% to $50.8 million, maintaining a gross margin of 21% [5][11]. - Adjusted EBITDA was $34.8 million, a 3% increase from the previous year, with a trailing 12-month Adjusted EBITDA of $179 million [5][17]. Earnings and Expenses - Diluted earnings per share (EPS) were $0.69, a decrease of 4% due to increased amortization and interest expenses related to acquisitions [5][6]. - Selling, general, and administrative (SG&A) expenses rose by 3% to $28.3 million, accounting for 12% of sales, influenced by costs from acquired businesses [15]. Segment Performance - The Water Treatment segment reported sales of $120.5 million, up 21% from $99.8 million, attributed to $19 million from acquired businesses and improved pricing [8]. - The Food & Health Sciences segment saw a decline in sales by 10% to $70.0 million, primarily due to decreased sales volumes [9]. - The Industrial Solutions segment's sales increased by 10% to $53.6 million, driven by higher sales of manufactured products [10]. Cash Flow and Debt Management - Operating cash flow for the quarter was $35 million, with $15 million used to pay down debt, resulting in a leverage ratio of 1.47x Adjusted EBITDA [5][19]. - Total debt outstanding at the end of the quarter was $264 million, reflecting a strategic focus on reducing leverage [19]. Future Outlook - The company anticipates continued pricing pressures in the Food and Health Sciences segment but expects to return to historical organic revenue growth rates in fiscal 2027 [3].

Company Overview - Hawkins, Inc. is a leading water treatment and specialty ingredients company founded in 1938, headquartered in Roseville, Minnesota [2] - The company operates 65 facilities across 28 states and employs approximately 1,100 people [2] - In fiscal 2025, Hawkins, Inc. generated $974 million in revenue [2] Dividend Announcement - The Board of Directors declared a quarterly cash dividend of $0.19 per share, payable on February 27, 2026 [1] - Shareholders of record will be those on the books at the close of business on February 13, 2026 [1] - Hawkins, Inc. has consistently paid dividends since 1985, indicating a long-standing commitment to returning value to shareholders [1]

Core Insights - Rivermont Capital Management reduced its stake in Sensient Technologies Corporation by 205,939 shares, resulting in a value decrease of $20.65 million, bringing the total position value to $7.19 million at quarter-end [1][2] Company Overview - Sensient Technologies Corporation reported a total revenue of $1.60 billion and a net income of $139.11 million for the trailing twelve months (TTM) [4] - The company has a dividend yield of 1.7% and its shares were priced at $96.11, reflecting a 32% increase over the past year, significantly outperforming the S&P 500, which rose by 15% in the same period [3][4] Business Segments - Sensient operates through three main segments: Flavors & Extracts Group, Color Group, and Asia Pacific Group, serving a diverse global customer base across food, beverage, personal care, and household products industries [7] Recent Performance - The company experienced a strong third quarter, with revenue increasing by 5%, operating income rising over 14%, and earnings per share reaching $0.87, primarily driven by margin expansion in the Color segment [8] - Management has raised expectations for local-currency adjusted EBITDA growth, indicating confidence in future performance [8] Market Position - Sensient maintains reliable cash flow, pricing power in natural colors, and manageable leverage, suggesting a solid fundamental position despite the recent stake reduction by Rivermont Capital Management [10]

Core Insights - Balchem, a leader in specialty ingredients for food, pharmaceutical, and animal health markets, reported significant insider selling activity by Director David B Fischer [1][2]. Transaction Summary - On December 3, 2025, David B Fischer sold 8,000 common shares for a total of $1,231,748.20, following the exercise of 6,000 fully vested options [2][3]. - Post-transaction, Fischer's direct share count decreased by 50%, from 15,989 to 7,989 shares, representing approximately 0.025% of shares outstanding [6]. - The weighted average sale price was $153.97, closely aligning with the market closing price of $156.2 on December 12, 2025 [6]. Company Overview - Balchem reported a total revenue of $1.01 billion and a net income of $149.2 million for the trailing twelve months (TTM) [5]. - The company has a dividend yield of 0.61% and experienced a 1-year price change of -12.4% [5]. Business Operations - Balchem specializes in providing ingredients for human nutrition, animal nutrition, and specialty industrial applications, including microencapsulated nutrients and sterilization agents [7]. - The company serves various sectors, including food and beverage manufacturers, pharmaceutical companies, and agricultural businesses, both domestically and internationally [7]. Strategic Initiatives - Balchem is investing in growth by building a new facility for producing microencapsulated food ingredients and nutraceuticals, which will more than double its current capacity [11]. - This investment is a response to increasing demand, indicating potential for continued business growth [12]. Recent Developments - Following the insider selling, Balchem announced a 10.3% dividend increase, marking the 17th consecutive annual dividend increase [10]. - The company also reported record quarterly sales, which increased by 11.5% year over year [11].

Core Insights - Balchem Corporation will present at Baird's 55th Annual Global Industrial Conference on November 12, 2025, with key executives participating [1] Company Overview - Balchem Corporation is a global specialty ingredient manufacturer focused on health and nutrition markets, offering solutions across various industries [2] - The company operates through three business segments: Human Nutrition & Health, Animal Nutrition & Health, and Specialty Products [2] - The Human Nutrition & Health segment provides customized food and beverage ingredient systems and key nutrients for food, supplement, and pharmaceutical applications [2] - The Animal Nutrition & Health segment supplies products to various animal health markets [2] - Specialty Products segment offers specialty-packaged chemicals for healthcare and other industries, including chelated minerals for the agricultural market [2]

2 • During the course of this presentation, management may make forward-looking statements regarding financial performance and future events. • These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "forecast," "outlook," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result," or the negative thereof or variations thereon or similar expressions generall ...