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BALCHEM CORP（BCPC）与BLACKBAUD INC（BLKB）财务数据对比。点击上方公司名可切换其他公司
BLACKBAUD INC的季度营收约是BALCHEM CORP的1.0倍（$281.1M vs $270.7M），BALCHEM CORP净利率更高（14.9% vs 11.1%，领先3.8%），BALCHEM CORP同比增速更快（8.1% vs 4.2%），BLACKBAUD INC自由现金流更多（$37.0M vs $33.8M），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs -1.1%）
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。
Blackbaud是全球知名的云服务提供商，专注为非营利组织、基金会、企业、教育机构、医疗机构、宗教团体及个人公益推动者提供技术支持，旗下产品覆盖筹款、网站管理、客户关系管理、数据分析、财务管理、票务系统、教育管理等多元场景。
BCPC vs BLKB — 直观对比
营收规模更大
BLKB
是对方的1.0倍
$270.7M
营收增速更快
BCPC
高出3.9%
4.2%
净利率更高
BCPC
高出3.8%
11.1%
自由现金流更多
BLKB
多$3.1M
$33.8M
两年增速更快
BCPC
近两年复合增速
-1.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $281.1M |
| 净利润 | $40.3M | $31.1M |
| 毛利率 | — | 59.2% |
| 营业利润率 | 20.5% | 18.3% |
| 净利率 | 14.9% | 11.1% |
| 营收同比 | 8.1% | 4.2% |
| 净利润同比 | 8.7% | 620.3% |
| 每股收益（稀释后） | $1.25 | $0.67 |
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BCPCBLKB
| Q1 26 | $270.7M | $281.1M | ||
| Q4 25 | $263.6M | $295.3M | ||
| Q3 25 | $267.6M | $281.1M | ||
| Q2 25 | $255.5M | $282.0M | ||
| Q1 25 | $250.5M | $269.9M | ||
| Q4 24 | $240.0M | $302.1M | ||
| Q3 24 | $239.9M | $286.6M | ||
| Q2 24 | $234.1M | $287.3M |
净利润BCPCBLKB
| Q1 26 | $40.3M | $31.1M | ||
| Q4 25 | $39.2M | $36.7M | ||
| Q3 25 | $40.3M | $47.5M | ||
| Q2 25 | $38.3M | $26.5M | ||
| Q1 25 | $37.1M | $4.3M | ||
| Q4 24 | $33.6M | $-346.4M | ||
| Q3 24 | $33.8M | $18.3M | ||
| Q2 24 | $32.1M | $21.2M |
毛利率BCPCBLKB
| Q1 26 | — | 59.2% | ||
| Q4 25 | 35.6% | 58.3% | ||
| Q3 25 | 35.7% | 59.6% | ||
| Q2 25 | 36.4% | 59.7% | ||
| Q1 25 | 35.2% | 57.5% | ||
| Q4 24 | 36.0% | 53.8% | ||
| Q3 24 | 35.6% | 54.9% | ||
| Q2 24 | 35.5% | 56.0% |
营业利润率BCPCBLKB
| Q1 26 | 20.5% | 18.3% | ||
| Q4 25 | 19.8% | 20.0% | ||
| Q3 25 | 20.4% | 19.4% | ||
| Q2 25 | 20.1% | 20.3% | ||
| Q1 25 | 20.4% | 7.3% | ||
| Q4 24 | 19.8% | -121.5% | ||
| Q3 24 | 20.0% | 14.4% | ||
| Q2 24 | 19.6% | 14.4% |
净利率BCPCBLKB
| Q1 26 | 14.9% | 11.1% | ||
| Q4 25 | 14.9% | 12.4% | ||
| Q3 25 | 15.1% | 16.9% | ||
| Q2 25 | 15.0% | 9.4% | ||
| Q1 25 | 14.8% | 1.6% | ||
| Q4 24 | 14.0% | -114.6% | ||
| Q3 24 | 14.1% | 6.4% | ||
| Q2 24 | 13.7% | 7.4% |
每股收益（稀释后）BCPCBLKB
| Q1 26 | $1.25 | $0.67 | ||
| Q4 25 | $1.21 | $0.75 | ||
| Q3 25 | $1.24 | $0.98 | ||
| Q2 25 | $1.17 | $0.55 | ||
| Q1 25 | $1.13 | $0.09 | ||
| Q4 24 | $1.03 | $-6.82 | ||
| Q3 24 | $1.03 | $0.35 | ||
| Q2 24 | $0.98 | $0.41 |
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 | $72.9M | $34.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $34.6M |
| 总资产 | $1.7B | $2.1B |
| 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BCPCBLKB
| Q1 26 | $72.9M | $34.1M | ||
| Q4 25 | $74.6M | $38.9M | ||
| Q3 25 | $65.1M | $38.3M | ||
| Q2 25 | $65.4M | $41.6M | ||
| Q1 25 | $49.9M | $37.2M | ||
| Q4 24 | $49.5M | $67.6M | ||
| Q3 24 | $73.7M | $34.6M | ||
| Q2 24 | $63.7M | $30.4M |
总债务BCPCBLKB
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B |
股东权益BCPCBLKB
| Q1 26 | $1.3B | $34.6M | ||
| Q4 25 | $1.3B | $85.1M | ||
| Q3 25 | $1.3B | $108.2M | ||
| Q2 25 | $1.3B | $72.7M | ||
| Q1 25 | $1.2B | $17.5M | ||
| Q4 24 | $1.1B | $126.8M | ||
| Q3 24 | $1.2B | $544.8M | ||
| Q2 24 | $1.1B | $577.5M |
总资产BCPCBLKB
| Q1 26 | $1.7B | $2.1B | ||
| Q4 25 | $1.7B | $2.4B | ||
| Q3 25 | $1.7B | $2.1B | ||
| Q2 25 | $1.7B | $2.6B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.6B | $2.5B | ||
| Q3 24 | $1.6B | $2.6B | ||
| Q2 24 | $1.6B | $3.0B |
负债/权益比BCPCBLKB
| Q1 26 | — | — | ||
| Q4 25 | — | 13.06× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 8.50× | ||
| Q3 24 | — | 1.84× | ||
| Q2 24 | — | 1.78× |
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 | $40.1M | $51.5M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $37.0M |
| 自由现金流率自由现金流/营收 | 12.5% | 13.2% |
| 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 | 0.99× | 1.65× |
| 过去12个月自由现金流最近4个季度 | — | $294.1M |
8季度趋势，按日历期对齐
经营现金流BCPCBLKB
| Q1 26 | $40.1M | $51.5M | ||
| Q4 25 | $67.3M | $58.0M | ||
| Q3 25 | $65.6M | $139.2M | ||
| Q2 25 | $47.3M | $66.9M | ||
| Q1 25 | $36.5M | $1.4M | ||
| Q4 24 | $52.3M | $73.6M | ||
| Q3 24 | $51.3M | $104.0M | ||
| Q2 24 | $45.0M | $53.1M |
自由现金流BCPCBLKB
| Q1 26 | $33.8M | $37.0M | ||
| Q4 25 | — | $55.0M | ||
| Q3 25 | — | $135.7M | ||
| Q2 25 | — | $66.3M | ||
| Q1 25 | — | $712.0K | ||
| Q4 24 | — | $73.4M | ||
| Q3 24 | — | $102.9M | ||
| Q2 24 | — | $48.0M |
自由现金流率BCPCBLKB
| Q1 26 | 12.5% | 13.2% | ||
| Q4 25 | — | 18.6% | ||
| Q3 25 | — | 48.3% | ||
| Q2 25 | — | 23.5% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 24.3% | ||
| Q3 24 | — | 35.9% | ||
| Q2 24 | — | 16.7% |
资本支出强度BCPCBLKB
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 1.8% |
现金转化率BCPCBLKB
| Q1 26 | 0.99× | 1.65× | ||
| Q4 25 | 1.72× | 1.58× | ||
| Q3 25 | 1.63× | 2.93× | ||
| Q2 25 | 1.23× | 2.53× | ||
| Q1 25 | 0.98× | 0.32× | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | 5.69× | ||
| Q2 24 | 1.40× | 2.50× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
