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BALCHEM CORP（BCPC）与优尼威（CLMB）财务数据对比。点击上方公司名可切换其他公司
BALCHEM CORP的季度营收约是优尼威的1.5倍（$270.7M vs $182.4M），BALCHEM CORP净利率更高（14.9% vs 1.8%，领先13.1%），优尼威同比增速更快（32.1% vs 8.1%），过去两年优尼威的营收复合增速更高（40.7% vs 7.5%）
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。
优尼威解决方案是一家全球化学品与原料分销商，同时可为客户提供各类增值服务，在行业内拥有广泛的全球布局与专业服务能力。
BCPC vs CLMB — 直观对比
营收规模更大
BCPC
是对方的1.5倍
$182.4M
营收增速更快
CLMB
高出24.1%
8.1%
净利率更高
BCPC
高出13.1%
1.8%
两年增速更快
CLMB
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $182.4M |
| 净利润 | $40.3M | $3.3M |
| 毛利率 | — | 14.5% |
| 营业利润率 | 20.5% | 2.1% |
| 净利率 | 14.9% | 1.8% |
| 营收同比 | 8.1% | 32.1% |
| 净利润同比 | 8.7% | -9.5% |
| 每股收益（稀释后） | $1.25 | $0.18 |
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BCPCCLMB
| Q1 26 | $270.7M | $182.4M | ||
| Q4 25 | $263.6M | $193.8M | ||
| Q3 25 | $267.6M | $161.3M | ||
| Q2 25 | $255.5M | $159.3M | ||
| Q1 25 | $250.5M | $138.0M | ||
| Q4 24 | $240.0M | $161.8M | ||
| Q3 24 | $239.9M | $119.3M | ||
| Q2 24 | $234.1M | $92.1M |
净利润BCPCCLMB
| Q1 26 | $40.3M | $3.3M | ||
| Q4 25 | $39.2M | $7.0M | ||
| Q3 25 | $40.3M | $4.7M | ||
| Q2 25 | $38.3M | $6.0M | ||
| Q1 25 | $37.1M | $3.7M | ||
| Q4 24 | $33.6M | $7.0M | ||
| Q3 24 | $33.8M | $5.5M | ||
| Q2 24 | $32.1M | $3.4M |
毛利率BCPCCLMB
| Q1 26 | — | 14.5% | ||
| Q4 25 | 35.6% | 15.4% | ||
| Q3 25 | 35.7% | 15.9% | ||
| Q2 25 | 36.4% | 16.5% | ||
| Q1 25 | 35.2% | 16.9% | ||
| Q4 24 | 36.0% | 19.3% | ||
| Q3 24 | 35.6% | 20.3% | ||
| Q2 24 | 35.5% | 20.2% |
营业利润率BCPCCLMB
| Q1 26 | 20.5% | 2.1% | ||
| Q4 25 | 19.8% | 4.9% | ||
| Q3 25 | 20.4% | 4.3% | ||
| Q2 25 | 20.1% | 5.0% | ||
| Q1 25 | 20.4% | 3.5% | ||
| Q4 24 | 19.8% | 7.2% | ||
| Q3 24 | 20.0% | 7.1% | ||
| Q2 24 | 19.6% | 4.6% |
净利率BCPCCLMB
| Q1 26 | 14.9% | 1.8% | ||
| Q4 25 | 14.9% | 3.6% | ||
| Q3 25 | 15.1% | 2.9% | ||
| Q2 25 | 15.0% | 3.7% | ||
| Q1 25 | 14.8% | 2.7% | ||
| Q4 24 | 14.0% | 4.3% | ||
| Q3 24 | 14.1% | 4.6% | ||
| Q2 24 | 13.7% | 3.7% |
每股收益（稀释后）BCPCCLMB
| Q1 26 | $1.25 | $0.18 | ||
| Q4 25 | $1.21 | $1.51 | ||
| Q3 25 | $1.24 | $1.02 | ||
| Q2 25 | $1.17 | $1.30 | ||
| Q1 25 | $1.13 | $0.81 | ||
| Q4 24 | $1.03 | $1.52 | ||
| Q3 24 | $1.03 | $1.19 | ||
| Q2 24 | $0.98 | $0.75 |
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 | $41.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $118.4M |
| 总资产 | $1.7B | $458.8M |
| 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BCPCCLMB
| Q1 26 | $72.9M | $41.8M | ||
| Q4 25 | $74.6M | $36.6M | ||
| Q3 25 | $65.1M | $49.8M | ||
| Q2 25 | $65.4M | $28.6M | ||
| Q1 25 | $49.9M | $32.5M | ||
| Q4 24 | $49.5M | $29.8M | ||
| Q3 24 | $73.7M | $22.1M | ||
| Q2 24 | $63.7M | $48.4M |
股东权益BCPCCLMB
| Q1 26 | $1.3B | $118.4M | ||
| Q4 25 | $1.3B | $116.6M | ||
| Q3 25 | $1.3B | $109.3M | ||
| Q2 25 | $1.3B | $105.2M | ||
| Q1 25 | $1.2B | $95.6M | ||
| Q4 24 | $1.1B | $90.6M | ||
| Q3 24 | $1.2B | $87.7M | ||
| Q2 24 | $1.1B | $79.8M |
总资产BCPCCLMB
| Q1 26 | $1.7B | $458.8M | ||
| Q4 25 | $1.7B | $460.2M | ||
| Q3 25 | $1.7B | $376.1M | ||
| Q2 25 | $1.7B | $420.7M | ||
| Q1 25 | $1.6B | $370.1M | ||
| Q4 24 | $1.6B | $469.2M | ||
| Q3 24 | $1.6B | $371.9M | ||
| Q2 24 | $1.6B | $302.8M |
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 | — |
| 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× | — |
| 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BCPCCLMB
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $-11.9M | ||
| Q3 25 | $65.6M | $22.2M | ||
| Q2 25 | $47.3M | $-2.2M | ||
| Q1 25 | $36.5M | $8.5M | ||
| Q4 24 | $52.3M | $16.0M | ||
| Q3 24 | $51.3M | $-3.6M | ||
| Q2 24 | $45.0M | $7.3M |
自由现金流BCPCCLMB
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率BCPCCLMB
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度BCPCCLMB
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率BCPCCLMB
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | -1.70× | ||
| Q3 25 | 1.63× | 4.73× | ||
| Q2 25 | 1.23× | -0.37× | ||
| Q1 25 | 0.98× | 2.30× | ||
| Q4 24 | 1.56× | 2.29× | ||
| Q3 24 | 1.52× | -0.66× | ||
| Q2 24 | 1.40× | 2.13× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
