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BALCHEM CORP（BCPC）与e.l.f. Beauty, Inc.（ELF）财务数据对比。点击上方公司名可切换其他公司
e.l.f. Beauty, Inc.的季度营收约是BALCHEM CORP的1.8倍（$489.5M vs $270.7M），BALCHEM CORP净利率更高（14.9% vs 8.0%，领先6.8%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 8.1%），e.l.f. Beauty, Inc.自由现金流更多（$52.8M vs $33.8M）
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。
e.l.f. Beauty是美国知名彩妆品牌，2004年创立，总部位于加利福尼亚州奥克兰。品牌产品线丰富，涵盖沐浴护肤产品、矿物彩妆、专业美妆工具、眼线笔、口红、腮红、睫毛膏等多个品类，产品销往全球18个国家，入驻Target、沃尔玛等主流零售渠道，过半营收来自品牌官网。
BCPC vs ELF — 直观对比
营收规模更大
ELF
是对方的1.8倍
$270.7M
营收增速更快
ELF
高出29.7%
8.1%
净利率更高
BCPC
高出6.8%
8.0%
自由现金流更多
ELF
多$18.9M
$33.8M
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $489.5M |
| 净利润 | $40.3M | $39.4M |
| 毛利率 | — | 71.0% |
| 营业利润率 | 20.5% | 13.8% |
| 净利率 | 14.9% | 8.0% |
| 营收同比 | 8.1% | 37.8% |
| 净利润同比 | 8.7% | 128.1% |
| 每股收益（稀释后） | $1.25 | $0.65 |
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BCPCELF
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $489.5M | ||
| Q3 25 | $267.6M | $343.9M | ||
| Q2 25 | $255.5M | $353.7M | ||
| Q1 25 | $250.5M | — | ||
| Q4 24 | $240.0M | — | ||
| Q3 24 | $239.9M | — | ||
| Q2 24 | $234.1M | — |
净利润BCPCELF
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $39.4M | ||
| Q3 25 | $40.3M | $3.0M | ||
| Q2 25 | $38.3M | $33.3M | ||
| Q1 25 | $37.1M | — | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $33.8M | — | ||
| Q2 24 | $32.1M | — |
毛利率BCPCELF
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 71.0% | ||
| Q3 25 | 35.7% | 69.4% | ||
| Q2 25 | 36.4% | 69.1% | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.0% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 35.5% | — |
营业利润率BCPCELF
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 13.8% | ||
| Q3 25 | 20.4% | 2.2% | ||
| Q2 25 | 20.1% | 13.8% | ||
| Q1 25 | 20.4% | — | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 20.0% | — | ||
| Q2 24 | 19.6% | — |
净利率BCPCELF
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 8.0% | ||
| Q3 25 | 15.1% | 0.9% | ||
| Q2 25 | 15.0% | 9.4% | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 14.1% | — | ||
| Q2 24 | 13.7% | — |
每股收益（稀释后）BCPCELF
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.65 | ||
| Q3 25 | $1.24 | $0.05 | ||
| Q2 25 | $1.17 | $0.58 | ||
| 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 | $196.8M |
| 总债务越低越好 | — | $816.7M |
| 股东权益账面价值 | $1.3B | $1.2B |
| 总资产 | $1.7B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.70× |
8季度趋势，按日历期对齐
现金及短期投资BCPCELF
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $196.8M | ||
| Q3 25 | $65.1M | $194.4M | ||
| Q2 25 | $65.4M | $170.0M | ||
| Q1 25 | $49.9M | — | ||
| Q4 24 | $49.5M | — | ||
| Q3 24 | $73.7M | — | ||
| Q2 24 | $63.7M | — |
总债务BCPCELF
| Q1 26 | — | — | ||
| Q4 25 | — | $816.7M | ||
| Q3 25 | — | $831.6M | ||
| Q2 25 | — | $256.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BCPCELF
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $804.9M | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — |
总资产BCPCELF
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $2.3B | ||
| Q3 25 | $1.7B | $2.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.6B | — |
负债/权益比BCPCELF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | 0.73× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $59.4M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $52.8M |
| 自由现金流率自由现金流/营收 | 12.5% | 10.8% |
| 资本支出强度资本支出/营收 | 2.3% | 1.4% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.51× |
| 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BCPCELF
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $59.4M | ||
| Q3 25 | $65.6M | $23.4M | ||
| Q2 25 | $47.3M | $27.2M | ||
| Q1 25 | $36.5M | — | ||
| Q4 24 | $52.3M | — | ||
| Q3 24 | $51.3M | — | ||
| Q2 24 | $45.0M | — |
自由现金流BCPCELF
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $52.8M | ||
| Q3 25 | — | $16.6M | ||
| Q2 25 | — | $20.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率BCPCELF
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度BCPCELF
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率BCPCELF
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 1.51× | ||
| Q3 25 | 1.63× | 7.82× | ||
| Q2 25 | 1.23× | 0.82× | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | — | ||
| Q2 24 | 1.40× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
