BCPC — what changed in the latest 10-Q
A section-by-section comparison of BCPC's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-10-23 vs the prior 10-Q · 2026-07-31
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +10 | −11 | ~30 | 8 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~2 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 0 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 2 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-10-23
The increase in operating expenses in the third quarter of 2026 compared to the third quarter of 2025 was primarily due to higher compensation-related costs of $3,743 and a non-cash impairment charge of $1,915 on certain manufacturing equipment that will not be placed into service, partially offset …
•Human Nutrition & Health segment earnings from operations increased $4,802, primarily due to a gross margin contribution of $6,312 driven by higher sales and favorable mix.
•Animal Nutrition & Health segment earnings from operations increased $3,076, primarily due to a gross margin contribution of $3,224, which was driven by higher sales and favorable mix, partially offset by certain higher manufacturing input costs.
•Specialty Products segment earnings from operations increased $767 primarily due to a gross margin contribution of $1,161, driven by higher sales and favorable mix.
Interest expense for the three months ended September 30, 2026 and 2025 was primarily related to outstanding borrowings under the 2022 Credit Agreement and the Credit Agreement Amendment. The decrease in net interest expense is a reflection of lower outstanding borrowings and lower interest rates. T…
Text removed vs the prior filing · source: 10-Q · 2026-07-31
The increase in operating expenses in the second quarter of 2026 compared to the second quarter of 2025 was primarily due to higher compensation-related costs of $2,942.
•Human Nutrition & Health segment earnings from operations increased $4,039 primarily due to a gross margin contribution of $5,714. The increase in gross margin was primarily due to the aforementioned higher sales and favorable mix, partially offset by certain higher manufacturing input costs. The i…
•Animal Nutrition & Health segment earnings from operations increased $1,713. Gross margin contribution was $2,827, which was driven by the aforementioned higher sales, partially offset by certain higher manufacturing input costs. The increase in gross margin was partially offset by an increase in o…
•Specialty Products segment earnings from operations increased $1,624 primarily due to a gross margin contribution of $1,958. The increase in gross margin was mainly due to the aforementioned higher sales and favorable mix, partially offset by certain higher manufacturing input costs.
Interest expense for the three months ended June 30, 2026 and 2025 was primarily related to outstanding borrowings under the 2022 Credit Agreement. The decrease in net interest expense is primarily due to lower outstanding borrowings and lower interest rates.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice