vs
BALCHEM CORP（BCPC）与8X8 INC（EGHT）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8X8 INC的1.4倍（$263.6M vs $185.1M），BALCHEM CORP净利率更高（14.9% vs 2.8%，领先12.1%），BALCHEM CORP同比增速更快（9.8% vs 3.4%），过去两年BALCHEM CORP的营收复合增速更高（4.9% vs 1.6%）
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。
8x8 Inc是源自美国的企业级云通信与客户体验软件服务商，依托云架构为企业提供统一通信、呼叫中心及通信平台即服务（CPaaS）等产品方案，公司总部位于加利福尼亚州坎贝尔，其股票在纳斯达克交易所挂牌交易。
BCPC vs EGHT — 直观对比
营收规模更大
BCPC
是对方的1.4倍
$185.1M
营收增速更快
BCPC
高出6.4%
3.4%
净利率更高
BCPC
高出12.1%
2.8%
两年增速更快
BCPC
近两年复合增速
1.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $263.6M | $185.1M |
| 净利润 | $39.2M | $5.1M |
| 毛利率 | 35.6% | 63.9% |
| 营业利润率 | 19.8% | 5.2% |
| 净利率 | 14.9% | 2.8% |
| 营收同比 | 9.8% | 3.4% |
| 净利润同比 | 16.8% | 68.4% |
| 每股收益（稀释后） | $1.21 | $0.04 |
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BCPCEGHT
| Q4 25 | $263.6M | $185.1M | ||
| Q3 25 | $267.6M | $184.1M | ||
| Q2 25 | $255.5M | $181.4M | ||
| Q1 25 | $250.5M | $177.0M | ||
| Q4 24 | $240.0M | $178.9M | ||
| Q3 24 | $239.9M | $181.0M | ||
| Q2 24 | $234.1M | $178.1M | ||
| Q1 24 | $239.7M | $179.4M |
净利润BCPCEGHT
| Q4 25 | $39.2M | $5.1M | ||
| Q3 25 | $40.3M | $767.0K | ||
| Q2 25 | $38.3M | $-4.3M | ||
| Q1 25 | $37.1M | $-5.4M | ||
| Q4 24 | $33.6M | $3.0M | ||
| Q3 24 | $33.8M | $-14.5M | ||
| Q2 24 | $32.1M | $-10.3M | ||
| Q1 24 | $29.0M | $-23.6M |
毛利率BCPCEGHT
| Q4 25 | 35.6% | 63.9% | ||
| Q3 25 | 35.7% | 64.8% | ||
| Q2 25 | 36.4% | 66.4% | ||
| Q1 25 | 35.2% | 67.8% | ||
| Q4 24 | 36.0% | 67.7% | ||
| Q3 24 | 35.6% | 68.1% | ||
| Q2 24 | 35.5% | 67.9% | ||
| Q1 24 | 34.0% | 68.2% |
营业利润率BCPCEGHT
| Q4 25 | 19.8% | 5.2% | ||
| Q3 25 | 20.4% | 2.9% | ||
| Q2 25 | 20.1% | 0.3% | ||
| Q1 25 | 20.4% | 0.2% | ||
| Q4 24 | 19.8% | 5.0% | ||
| Q3 24 | 20.0% | 4.0% | ||
| Q2 24 | 19.6% | -0.8% | ||
| Q1 24 | 17.4% | -7.9% |
净利率BCPCEGHT
| Q4 25 | 14.9% | 2.8% | ||
| Q3 25 | 15.1% | 0.4% | ||
| Q2 25 | 15.0% | -2.4% | ||
| Q1 25 | 14.8% | -3.1% | ||
| Q4 24 | 14.0% | 1.7% | ||
| Q3 24 | 14.1% | -8.0% | ||
| Q2 24 | 13.7% | -5.8% | ||
| Q1 24 | 12.1% | -13.1% |
每股收益（稀释后）BCPCEGHT
| Q4 25 | $1.21 | $0.04 | ||
| Q3 25 | $1.24 | $0.01 | ||
| Q2 25 | $1.17 | $-0.03 | ||
| Q1 25 | $1.13 | $-0.04 | ||
| Q4 24 | $1.03 | $0.02 | ||
| Q3 24 | $1.03 | $-0.11 | ||
| Q2 24 | $0.98 | $-0.08 | ||
| Q1 24 | $0.89 | $-0.20 |
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 | $74.6M | $86.9M |
| 总债务越低越好 | — | $321.2M |
| 股东权益账面价值 | $1.3B | $142.9M |
| 总资产 | $1.7B | $661.5M |
| 负债/权益比越低杠杆越低 | — | 2.25× |
8季度趋势，按日历期对齐
现金及短期投资BCPCEGHT
| Q4 25 | $74.6M | $86.9M | ||
| Q3 25 | $65.1M | $75.9M | ||
| Q2 25 | $65.4M | $81.3M | ||
| Q1 25 | $49.9M | $88.0M | ||
| Q4 24 | $49.5M | $104.2M | ||
| Q3 24 | $73.7M | $117.4M | ||
| Q2 24 | $63.7M | $130.8M | ||
| Q1 24 | $60.3M | $117.3M |
总债务BCPCEGHT
| Q4 25 | — | $321.2M | ||
| Q3 25 | — | $325.8M | ||
| Q2 25 | — | $335.4M | ||
| Q1 25 | — | $350.0M | ||
| Q4 24 | — | $364.5M | ||
| Q3 24 | — | $396.9M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $409.7M |
股东权益BCPCEGHT
| Q4 25 | $1.3B | $142.9M | ||
| Q3 25 | $1.3B | $133.2M | ||
| Q2 25 | $1.3B | $128.2M | ||
| Q1 25 | $1.2B | $122.2M | ||
| Q4 24 | $1.1B | $113.0M | ||
| Q3 24 | $1.2B | $109.8M | ||
| Q2 24 | $1.1B | $104.6M | ||
| Q1 24 | $1.1B | $102.0M |
总资产BCPCEGHT
| Q4 25 | $1.7B | $661.5M | ||
| Q3 25 | $1.7B | $670.8M | ||
| Q2 25 | $1.7B | $684.3M | ||
| Q1 25 | $1.6B | $683.2M | ||
| Q4 24 | $1.6B | $698.2M | ||
| Q3 24 | $1.6B | $740.1M | ||
| Q2 24 | $1.6B | $755.7M | ||
| Q1 24 | $1.6B | $756.0M |
负债/权益比BCPCEGHT
| Q4 25 | — | 2.25× | ||
| Q3 25 | — | 2.45× | ||
| Q2 25 | — | 2.62× | ||
| Q1 25 | — | 2.86× | ||
| Q4 24 | — | 3.23× | ||
| Q3 24 | — | 3.61× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 4.02× |
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 | $67.3M | $20.7M |
| 自由现金流经营现金流 - 资本支出 | — | $19.1M |
| 自由现金流率自由现金流/营收 | — | 10.3% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 现金转化率经营现金流/净利润 | 1.72× | 4.07× |
| 过去12个月自由现金流最近4个季度 | — | $43.8M |
8季度趋势，按日历期对齐
经营现金流BCPCEGHT
| Q4 25 | $67.3M | $20.7M | ||
| Q3 25 | $65.6M | $8.8M | ||
| Q2 25 | $47.3M | $11.9M | ||
| Q1 25 | $36.5M | $5.9M | ||
| Q4 24 | $52.3M | $27.2M | ||
| Q3 24 | $51.3M | $12.3M | ||
| Q2 24 | $45.0M | $18.1M | ||
| Q1 24 | $33.4M | $12.7M |
自由现金流BCPCEGHT
| Q4 25 | — | $19.1M | ||
| Q3 25 | — | $7.7M | ||
| Q2 25 | — | $11.5M | ||
| Q1 25 | — | $5.5M | ||
| Q4 24 | — | $26.8M | ||
| Q3 24 | — | $11.1M | ||
| Q2 24 | — | $17.8M | ||
| Q1 24 | — | $12.3M |
自由现金流率BCPCEGHT
| Q4 25 | — | 10.3% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 15.0% | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 10.0% | ||
| Q1 24 | — | 6.9% |
资本支出强度BCPCEGHT
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.2% |
现金转化率BCPCEGHT
| Q4 25 | 1.72× | 4.07× | ||
| Q3 25 | 1.63× | 11.52× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | 9.01× | ||
| Q3 24 | 1.52× | — | ||
| Q2 24 | 1.40× | — | ||
| Q1 24 | 1.15× | — |
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
| Human Nutrition And Health | $166.1M | 63% |
| Animal Nutrition And Health | $61.2M | 23% |
| Specialty Products | $34.8M | 13% |
EGHT
| Services | $179.7M | 97% |
| Other | $5.4M | 3% |
