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BALCHEM CORP（BCPC）与康代（CAMT）财务数据对比。点击上方公司名可切换其他公司
BALCHEM CORP的季度营收约是康代的1.1倍（$270.7M vs $242.0M），康代净利率更高（28.1% vs 14.9%，领先13.2%）
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。
康代有限公司是全球领先的高精度检测与计量系统研发生产商，服务半导体、印刷电路板、先进封装等领域，为亚洲、北美、欧洲的客户提供工艺控制、缺陷检测、良率优化等相关解决方案。
BCPC vs CAMT — 直观对比
营收规模更大
BCPC
是对方的1.1倍
$242.0M
净利率更高
CAMT
高出13.2%
14.9%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $242.0M |
| 净利润 | $40.3M | $68.0M |
| 毛利率 | — | 50.9% |
| 营业利润率 | 20.5% | 26.7% |
| 净利率 | 14.9% | 28.1% |
| 营收同比 | 8.1% | — |
| 净利润同比 | 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BCPCCAMT
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | — | ||
| Q3 25 | $267.6M | — | ||
| Q2 25 | $255.5M | $242.0M | ||
| Q1 25 | $250.5M | — | ||
| Q4 24 | $240.0M | — | ||
| Q3 24 | $239.9M | — | ||
| Q2 24 | $234.1M | $199.6M |
净利润BCPCCAMT
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | — | ||
| Q2 25 | $38.3M | $68.0M | ||
| Q1 25 | $37.1M | — | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $33.8M | — | ||
| Q2 24 | $32.1M | $52.8M |
毛利率BCPCCAMT
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | — | ||
| Q3 25 | 35.7% | — | ||
| Q2 25 | 36.4% | 50.9% | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.0% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 35.5% | 48.1% |
营业利润率BCPCCAMT
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 20.4% | — | ||
| Q2 25 | 20.1% | 26.7% | ||
| Q1 25 | 20.4% | — | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 20.0% | — | ||
| Q2 24 | 19.6% | 23.6% |
净利率BCPCCAMT
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | — | ||
| Q2 25 | 15.0% | 28.1% | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 14.1% | — | ||
| Q2 24 | 13.7% | 26.4% |
每股收益（稀释后）BCPCCAMT
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | — | ||
| Q3 25 | $1.24 | — | ||
| Q2 25 | $1.17 | — | ||
| Q1 25 | $1.13 | — | ||
| Q4 24 | $1.03 | — | ||
| Q3 24 | $1.03 | — | ||
| Q2 24 | $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 | $72.9M | $232.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $626.5M |
| 总资产 | $1.7B | $974.7M |
| 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BCPCCAMT
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | — | ||
| Q2 25 | $65.4M | $232.0M | ||
| Q1 25 | $49.9M | — | ||
| Q4 24 | $49.5M | — | ||
| Q3 24 | $73.7M | — | ||
| Q2 24 | $63.7M | $109.8M |
股东权益BCPCCAMT
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | $626.5M | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | $475.4M |
总资产BCPCCAMT
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | $974.7M | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.6B | $796.2M |
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 | $47.1M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | — |
| 自由现金流率自由现金流/营收 | 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 | 0.99× | 0.69× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BCPCCAMT
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | — | ||
| Q3 25 | $65.6M | — | ||
| Q2 25 | $47.3M | $47.1M | ||
| Q1 25 | $36.5M | — | ||
| Q4 24 | $52.3M | — | ||
| Q3 24 | $51.3M | — | ||
| Q2 24 | $45.0M | $70.1M |
自由现金流BCPCCAMT
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率BCPCCAMT
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度BCPCCAMT
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率BCPCCAMT
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 1.23× | 0.69× | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | — | ||
| Q2 24 | 1.40× | 1.33× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
