vs
BALCHEM CORP（BCPC）与DELUXE CORP（DLX）财务数据对比。点击上方公司名可切换其他公司
DELUXE CORP的季度营收约是BALCHEM CORP的2.0倍（$535.2M vs $270.7M），BALCHEM CORP净利率更高（14.9% vs 2.2%，领先12.6%），BALCHEM CORP同比增速更快（8.1% vs 2.8%），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs 0.0%）
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。
德朗士公司是一家美国企业，提供支付处理、数据服务、票据与促销产品以及商户服务，业务分为B2B支付、数据、印刷和商户服务四大板块。截至2025年，公司为数百万中小企业和数千家金融机构提供服务，每年处理支付交易总额超2.8万亿美元，虽传统核心业务为票据印刷等印刷产品，如今支付与数据服务已成为核心板块。
BCPC vs DLX — 直观对比
营收规模更大
DLX
是对方的2.0倍
$270.7M
营收增速更快
BCPC
高出5.2%
2.8%
净利率更高
BCPC
高出12.6%
2.2%
两年增速更快
BCPC
近两年复合增速
0.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $535.2M |
| 净利润 | $40.3M | $12.0M |
| 毛利率 | — | 52.2% |
| 营业利润率 | 20.5% | 8.9% |
| 净利率 | 14.9% | 2.2% |
| 营收同比 | 8.1% | 2.8% |
| 净利润同比 | 8.7% | -5.0% |
| 每股收益（稀释后） | $1.25 | $0.25 |
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BCPCDLX
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $535.2M | ||
| Q3 25 | $267.6M | $540.2M | ||
| Q2 25 | $255.5M | $521.3M | ||
| Q1 25 | $250.5M | $536.5M | ||
| Q4 24 | $240.0M | $520.6M | ||
| Q3 24 | $239.9M | $528.4M | ||
| Q2 24 | $234.1M | $537.8M |
净利润BCPCDLX
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $12.0M | ||
| Q3 25 | $40.3M | $33.7M | ||
| Q2 25 | $38.3M | $22.4M | ||
| Q1 25 | $37.1M | $14.0M | ||
| Q4 24 | $33.6M | $12.6M | ||
| Q3 24 | $33.8M | $8.9M | ||
| Q2 24 | $32.1M | $20.5M |
毛利率BCPCDLX
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 52.2% | ||
| Q3 25 | 35.7% | 53.9% | ||
| Q2 25 | 36.4% | 53.6% | ||
| Q1 25 | 35.2% | 52.4% | ||
| Q4 24 | 36.0% | 52.3% | ||
| Q3 24 | 35.6% | 53.3% | ||
| Q2 24 | 35.5% | 53.7% |
营业利润率BCPCDLX
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 8.9% | ||
| Q3 25 | 20.4% | 14.0% | ||
| Q2 25 | 20.1% | 11.7% | ||
| Q1 25 | 20.4% | 9.0% | ||
| Q4 24 | 19.8% | 9.0% | ||
| Q3 24 | 20.0% | 7.9% | ||
| Q2 24 | 19.6% | 11.0% |
净利率BCPCDLX
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 2.2% | ||
| Q3 25 | 15.1% | 6.2% | ||
| Q2 25 | 15.0% | 4.3% | ||
| Q1 25 | 14.8% | 2.6% | ||
| Q4 24 | 14.0% | 2.4% | ||
| Q3 24 | 14.1% | 1.7% | ||
| Q2 24 | 13.7% | 3.8% |
每股收益（稀释后）BCPCDLX
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.25 | ||
| Q3 25 | $1.24 | $0.74 | ||
| Q2 25 | $1.17 | $0.50 | ||
| Q1 25 | $1.13 | $0.31 | ||
| Q4 24 | $1.03 | $0.28 | ||
| Q3 24 | $1.03 | $0.20 | ||
| Q2 24 | $0.98 | $0.46 |
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 | $36.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $680.7M |
| 总资产 | $1.7B | $2.9B |
| 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BCPCDLX
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $36.9M | ||
| Q3 25 | $65.1M | $25.8M | ||
| Q2 25 | $65.4M | $26.0M | ||
| Q1 25 | $49.9M | $30.3M | ||
| Q4 24 | $49.5M | $34.4M | ||
| Q3 24 | $73.7M | $41.3M | ||
| Q2 24 | $63.7M | $23.1M |
股东权益BCPCDLX
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $680.7M | ||
| Q3 25 | $1.3B | $664.1M | ||
| Q2 25 | $1.3B | $638.7M | ||
| Q1 25 | $1.2B | $622.5M | ||
| Q4 24 | $1.1B | $620.9M | ||
| Q3 24 | $1.2B | $612.7M | ||
| Q2 24 | $1.1B | $620.5M |
总资产BCPCDLX
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $2.9B | ||
| Q3 25 | $1.7B | $2.6B | ||
| Q2 25 | $1.7B | $2.5B | ||
| Q1 25 | $1.6B | $2.6B | ||
| Q4 24 | $1.6B | $2.8B | ||
| Q3 24 | $1.6B | $2.6B | ||
| Q2 24 | $1.6B | $2.7B |
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 | $102.1M |
| 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× | 8.53× |
| 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BCPCDLX
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $102.1M | ||
| Q3 25 | $65.6M | $67.1M | ||
| Q2 25 | $47.3M | $51.1M | ||
| Q1 25 | $36.5M | $50.3M | ||
| Q4 24 | $52.3M | $60.2M | ||
| Q3 24 | $51.3M | $67.9M | ||
| Q2 24 | $45.0M | $39.6M |
自由现金流BCPCDLX
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $27.8M | ||
| Q1 25 | — | $24.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $46.7M | ||
| Q2 24 | — | $11.4M |
自由现金流率BCPCDLX
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 4.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 8.8% | ||
| Q2 24 | — | 2.1% |
资本支出强度BCPCDLX
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 4.5% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 5.2% |
现金转化率BCPCDLX
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 8.53× | ||
| Q3 25 | 1.63× | 1.99× | ||
| Q2 25 | 1.23× | 2.28× | ||
| Q1 25 | 0.98× | 3.59× | ||
| Q4 24 | 1.56× | 4.77× | ||
| Q3 24 | 1.52× | 7.60× | ||
| Q2 24 | 1.40× | 1.94× |
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
BCPC
暂无分部数据
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
