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传奇娱乐（ACEL）与BALCHEM CORP（BCPC）财务数据对比。点击上方公司名可切换其他公司
传奇娱乐的季度营收约是BALCHEM CORP的1.3倍（$351.6M vs $270.7M），BALCHEM CORP净利率更高（14.9% vs 4.2%，领先10.7%），传奇娱乐同比增速更快（8.5% vs 8.1%），BALCHEM CORP自由现金流更多（$33.8M vs $20.2M），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs 6.6%）
传奇娱乐是一家美国大众传媒与电影制作公司，总部位于加利福尼亚州伯班克，由托马斯·图尔于2000年创立。该公司长期与华纳兄弟影业、环球影业、索尼影视、派拉蒙影业等主流制片厂，以及网飞、葫芦等流媒体平台展开合作。
Balchem Corp是一家全球特种化学品与营养原料供应商，核心业务覆盖人类营养、动物保健、制药、工业应用四大领域，为北美、欧洲、亚太等地区的客户提供定制化专用原料产品。
ACEL vs BCPC — 直观对比
营收规模更大
ACEL
是对方的1.3倍
$270.7M
营收增速更快
ACEL
高出0.5%
8.1%
净利率更高
BCPC
高出10.7%
4.2%
自由现金流更多
BCPC
多$13.6M
$20.2M
两年增速更快
BCPC
近两年复合增速
6.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $351.6M | $270.7M |
| 净利润 | $14.7M | $40.3M |
| 毛利率 | — | — |
| 营业利润率 | 7.7% | 20.5% |
| 净利率 | 4.2% | 14.9% |
| 营收同比 | 8.5% | 8.1% |
| 净利润同比 | 0.3% | 8.7% |
| 每股收益（稀释后） | — | $1.25 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ACELBCPC
| Q1 26 | $351.6M | $270.7M | ||
| Q4 25 | $341.4M | $263.6M | ||
| Q3 25 | $329.7M | $267.6M | ||
| Q2 25 | $335.9M | $255.5M | ||
| Q1 25 | $323.9M | $250.5M | ||
| Q4 24 | $317.5M | $240.0M | ||
| Q3 24 | $302.2M | $239.9M | ||
| Q2 24 | $309.4M | $234.1M |
净利润ACELBCPC
| Q1 26 | $14.7M | $40.3M | ||
| Q4 25 | $16.2M | $39.2M | ||
| Q3 25 | $13.4M | $40.3M | ||
| Q2 25 | $7.3M | $38.3M | ||
| Q1 25 | $14.6M | $37.1M | ||
| Q4 24 | $8.4M | $33.6M | ||
| Q3 24 | $4.9M | $33.8M | ||
| Q2 24 | $14.6M | $32.1M |
毛利率ACELBCPC
| 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% |
营业利润率ACELBCPC
| Q1 26 | 7.7% | 20.5% | ||
| Q4 25 | 8.7% | 19.8% | ||
| Q3 25 | 7.7% | 20.4% | ||
| Q2 25 | 8.0% | 20.1% | ||
| Q1 25 | 8.0% | 20.4% | ||
| Q4 24 | 6.5% | 19.8% | ||
| Q3 24 | 7.2% | 20.0% | ||
| Q2 24 | 7.3% | 19.6% |
净利率ACELBCPC
| Q1 26 | 4.2% | 14.9% | ||
| Q4 25 | 4.7% | 14.9% | ||
| Q3 25 | 4.1% | 15.1% | ||
| Q2 25 | 2.2% | 15.0% | ||
| Q1 25 | 4.5% | 14.8% | ||
| Q4 24 | 2.6% | 14.0% | ||
| Q3 24 | 1.6% | 14.1% | ||
| Q2 24 | 4.7% | 13.7% |
每股收益（稀释后）ACELBCPC
| Q1 26 | — | $1.25 | ||
| Q4 25 | $0.19 | $1.21 | ||
| Q3 25 | $0.16 | $1.24 | ||
| Q2 25 | $0.08 | $1.17 | ||
| Q1 25 | $0.17 | $1.13 | ||
| Q4 24 | $0.09 | $1.03 | ||
| Q3 24 | $0.06 | $1.03 | ||
| Q2 24 | $0.17 | $0.98 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $274.1M | $72.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $272.3M | $1.3B |
| 总资产 | $1.1B | $1.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ACELBCPC
| Q1 26 | $274.1M | $72.9M | ||
| Q4 25 | $296.6M | $74.6M | ||
| Q3 25 | $290.2M | $65.1M | ||
| Q2 25 | $264.6M | $65.4M | ||
| Q1 25 | $271.9M | $49.9M | ||
| Q4 24 | $281.3M | $49.5M | ||
| Q3 24 | $265.1M | $73.7M | ||
| Q2 24 | $254.9M | $63.7M |
总债务ACELBCPC
| Q1 26 | — | — | ||
| Q4 25 | $607.4M | — | ||
| Q3 25 | $595.4M | — | ||
| Q2 25 | $595.5M | — | ||
| Q1 25 | $580.7M | — | ||
| Q4 24 | $595.4M | — | ||
| Q3 24 | $554.1M | — | ||
| Q2 24 | $565.7M | — |
股东权益ACELBCPC
| Q1 26 | $272.3M | $1.3B | ||
| Q4 25 | $269.7M | $1.3B | ||
| Q3 25 | $267.1M | $1.3B | ||
| Q2 25 | $260.5M | $1.3B | ||
| Q1 25 | $259.1M | $1.2B | ||
| Q4 24 | $255.0M | $1.1B | ||
| Q3 24 | $206.7M | $1.2B | ||
| Q2 24 | $209.1M | $1.1B |
总资产ACELBCPC
| Q1 26 | $1.1B | $1.7B | ||
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $950.2M | $1.6B | ||
| Q2 24 | $950.3M | $1.6B |
负债/权益比ACELBCPC
| Q1 26 | — | — | ||
| Q4 25 | 2.25× | — | ||
| Q3 25 | 2.23× | — | ||
| Q2 25 | 2.29× | — | ||
| Q1 25 | 2.24× | — | ||
| Q4 24 | 2.33× | — | ||
| Q3 24 | 2.68× | — | ||
| Q2 24 | 2.71× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $42.7M | $40.1M |
| 自由现金流经营现金流 - 资本支出 | $20.2M | $33.8M |
| 自由现金流率自由现金流/营收 | 5.8% | 12.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 2.92× | 0.99× |
| 过去12个月自由现金流最近4个季度 | $64.2M | — |
8季度趋势，按日历期对齐
经营现金流ACELBCPC
| Q1 26 | $42.7M | $40.1M | ||
| Q4 25 | $31.1M | $67.3M | ||
| Q3 25 | $55.2M | $65.6M | ||
| Q2 25 | $19.8M | $47.3M | ||
| Q1 25 | $44.8M | $36.5M | ||
| Q4 24 | $13.5M | $52.3M | ||
| Q3 24 | $50.1M | $51.3M | ||
| Q2 24 | $28.9M | $45.0M |
自由现金流ACELBCPC
| Q1 26 | $20.2M | $33.8M | ||
| Q4 25 | $16.0M | — | ||
| Q3 25 | $34.2M | — | ||
| Q2 25 | $-6.2M | — | ||
| Q1 25 | $18.0M | — | ||
| Q4 24 | $2.1M | — | ||
| Q3 24 | $33.1M | — | ||
| Q2 24 | $11.4M | — |
自由现金流率ACELBCPC
| Q1 26 | 5.8% | 12.5% | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 10.4% | — | ||
| Q2 25 | -1.9% | — | ||
| Q1 25 | 5.6% | — | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 11.0% | — | ||
| Q2 24 | 3.7% | — |
资本支出强度ACELBCPC
| Q1 26 | — | 2.3% | ||
| Q4 25 | 4.4% | — | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.3% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 5.7% | — |
现金转化率ACELBCPC
| Q1 26 | 2.92× | 0.99× | ||
| Q4 25 | 1.92× | 1.72× | ||
| Q3 25 | 4.13× | 1.63× | ||
| Q2 25 | 2.71× | 1.23× | ||
| Q1 25 | 3.06× | 0.98× | ||
| Q4 24 | 1.62× | 1.56× | ||
| Q3 24 | 10.23× | 1.52× | ||
| Q2 24 | 1.98× | 1.40× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACEL
| Illinois | $252.8M | 72% |
| Montana (1) | $40.6M | 12% |
| Nevada | $29.3M | 8% |
| Nebraska | $11.4M | 3% |
| Louisiana | $10.1M | 3% |
| Georgia | $6.2M | 2% |
BCPC
暂无分部数据
