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BALCHEM CORP（BCPC）与Doximity, Inc.（DOCS）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Doximity, Inc.的1.5倍（$270.7M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 14.9%，领先18.4%），Doximity, Inc.同比增速更快（9.8% vs 8.1%），过去两年Doximity, Inc.的营收复合增速更高（25.2% 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。
Doximity Inc成立于2010年，是面向医疗专业人士的线上社交服务平台，为平台会员提供精选医疗资讯、远程医疗工具，以及病例协作相关功能，助力医疗从业者高效交流信息、开展诊疗相关工作。
BCPC vs DOCS — 直观对比
营收规模更大
BCPC
是对方的1.5倍
$185.1M
营收增速更快
DOCS
高出1.7%
8.1%
净利率更高
DOCS
高出18.4%
14.9%
两年增速更快
DOCS
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $185.1M |
| 净利润 | $40.3M | $61.6M |
| 毛利率 | — | 89.9% |
| 营业利润率 | 20.5% | 38.9% |
| 净利率 | 14.9% | 33.3% |
| 营收同比 | 8.1% | 9.8% |
| 净利润同比 | 8.7% | -18.1% |
| 每股收益（稀释后） | $1.25 | $0.31 |
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BCPCDOCS
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $185.1M | ||
| Q3 25 | $267.6M | $168.5M | ||
| Q2 25 | $255.5M | $145.9M | ||
| Q1 25 | $250.5M | $138.3M | ||
| Q4 24 | $240.0M | $168.6M | ||
| Q3 24 | $239.9M | $136.8M | ||
| Q2 24 | $234.1M | $126.7M |
净利润BCPCDOCS
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $61.6M | ||
| Q3 25 | $40.3M | $62.1M | ||
| Q2 25 | $38.3M | $53.3M | ||
| Q1 25 | $37.1M | $62.5M | ||
| Q4 24 | $33.6M | $75.2M | ||
| Q3 24 | $33.8M | $44.2M | ||
| Q2 24 | $32.1M | $41.4M |
毛利率BCPCDOCS
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 89.9% | ||
| Q3 25 | 35.7% | 90.3% | ||
| Q2 25 | 36.4% | 89.2% | ||
| Q1 25 | 35.2% | 89.5% | ||
| Q4 24 | 36.0% | 91.6% | ||
| Q3 24 | 35.6% | 90.0% | ||
| Q2 24 | 35.5% | 89.3% |
营业利润率BCPCDOCS
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 38.9% | ||
| Q3 25 | 20.4% | 37.8% | ||
| Q2 25 | 20.1% | 37.4% | ||
| Q1 25 | 20.4% | 35.2% | ||
| Q4 24 | 19.8% | 47.4% | ||
| Q3 24 | 20.0% | 38.8% | ||
| Q2 24 | 19.6% | 36.4% |
净利率BCPCDOCS
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 33.3% | ||
| Q3 25 | 15.1% | 36.8% | ||
| Q2 25 | 15.0% | 36.5% | ||
| Q1 25 | 14.8% | 45.2% | ||
| Q4 24 | 14.0% | 44.6% | ||
| Q3 24 | 14.1% | 32.3% | ||
| Q2 24 | 13.7% | 32.7% |
每股收益（稀释后）BCPCDOCS
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.31 | ||
| Q3 25 | $1.24 | $0.31 | ||
| Q2 25 | $1.17 | $0.27 | ||
| Q1 25 | $1.13 | $0.31 | ||
| Q4 24 | $1.03 | $0.37 | ||
| Q3 24 | $1.03 | $0.22 | ||
| Q2 24 | $0.98 | $0.21 |
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 | $64.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $979.3M |
| 总资产 | $1.7B | $1.2B |
| 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BCPCDOCS
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $64.8M | ||
| Q3 25 | $65.1M | $169.2M | ||
| Q2 25 | $65.4M | $137.3M | ||
| Q1 25 | $49.9M | $209.6M | ||
| Q4 24 | $49.5M | $165.3M | ||
| Q3 24 | $73.7M | $184.2M | ||
| Q2 24 | $63.7M | $111.4M |
股东权益BCPCDOCS
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $979.3M | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.1B | $1.0B | ||
| Q3 24 | $1.2B | $961.2M | ||
| Q2 24 | $1.1B | $913.6M |
总资产BCPCDOCS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $1.2B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.6B | $1.1B |
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 | $60.9M |
| 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× | 0.99× |
| 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BCPCDOCS
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $60.9M | ||
| Q3 25 | $65.6M | $93.9M | ||
| Q2 25 | $47.3M | $62.1M | ||
| Q1 25 | $36.5M | $98.5M | ||
| Q4 24 | $52.3M | $65.2M | ||
| Q3 24 | $51.3M | $68.3M | ||
| Q2 24 | $45.0M | $41.2M |
自由现金流BCPCDOCS
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率BCPCDOCS
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度BCPCDOCS
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.0% |
现金转化率BCPCDOCS
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 0.99× | ||
| Q3 25 | 1.63× | 1.51× | ||
| Q2 25 | 1.23× | 1.16× | ||
| Q1 25 | 0.98× | 1.58× | ||
| Q4 24 | 1.56× | 0.87× | ||
| Q3 24 | 1.52× | 1.55× | ||
| Q2 24 | 1.40× | 1.00× |
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
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
