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BALCHEM CORP（BCPC）与Esperion Therapeutics, Inc.（ESPR）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Esperion Therapeutics, Inc.的1.6倍（$270.7M vs $168.4M），Esperion Therapeutics, Inc.同比增速更快（143.7% vs 8.1%），过去两年Esperion Therapeutics, Inc.的营收复合增速更高（10.6% 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。
Esperion Therapeutics, Inc.是一家上市美国药企，专注开发用于降低低密度脂蛋白胆固醇的口服小分子药物苯哌多酸，公司总部位于密歇根州安娜堡，目前核心研发管线围绕这款降脂创新药物推进，深耕血脂异常治疗领域的创新药物开发。
BCPC vs ESPR — 直观对比
营收规模更大
BCPC
是对方的1.6倍
$168.4M
营收增速更快
ESPR
高出135.7%
8.1%
两年增速更快
ESPR
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $168.4M |
| 净利润 | $40.3M | — |
| 毛利率 | — | — |
| 营业利润率 | 20.5% | 50.6% |
| 净利率 | 14.9% | — |
| 营收同比 | 8.1% | 143.7% |
| 净利润同比 | 8.7% | — |
| 每股收益（稀释后） | $1.25 | $0.32 |
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BCPCESPR
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $168.4M | ||
| Q3 25 | $267.6M | $87.3M | ||
| Q2 25 | $255.5M | $82.4M | ||
| Q1 25 | $250.5M | $65.0M | ||
| Q4 24 | $240.0M | $69.1M | ||
| Q3 24 | $239.9M | $51.6M | ||
| Q2 24 | $234.1M | $73.8M |
净利润BCPCESPR
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $-31.3M | ||
| Q2 25 | $38.3M | $-12.7M | ||
| Q1 25 | $37.1M | $-40.5M | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $33.8M | $-29.5M | ||
| Q2 24 | $32.1M | $-61.9M |
毛利率BCPCESPR
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | — | ||
| Q3 25 | 35.7% | — | ||
| Q2 25 | 36.4% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.0% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 35.5% | — |
营业利润率BCPCESPR
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 50.6% | ||
| Q3 25 | 20.4% | -11.4% | ||
| Q2 25 | 20.1% | 8.6% | ||
| Q1 25 | 20.4% | -34.0% | ||
| Q4 24 | 19.8% | -6.4% | ||
| Q3 24 | 20.0% | -31.0% | ||
| Q2 24 | 19.6% | 3.5% |
净利率BCPCESPR
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | -35.9% | ||
| Q2 25 | 15.0% | -15.4% | ||
| Q1 25 | 14.8% | -62.2% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 14.1% | -57.2% | ||
| Q2 24 | 13.7% | -83.9% |
每股收益（稀释后）BCPCESPR
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.32 | ||
| Q3 25 | $1.24 | $-0.16 | ||
| Q2 25 | $1.17 | $-0.06 | ||
| Q1 25 | $1.13 | $-0.21 | ||
| Q4 24 | $1.03 | $-0.14 | ||
| Q3 24 | $1.03 | $-0.15 | ||
| Q2 24 | $0.98 | $-0.33 |
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 | $167.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $-302.0M |
| 总资产 | $1.7B | $465.9M |
| 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BCPCESPR
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $167.9M | ||
| Q3 25 | $65.1M | $92.4M | ||
| Q2 25 | $65.4M | $86.1M | ||
| Q1 25 | $49.9M | $114.6M | ||
| Q4 24 | $49.5M | $144.8M | ||
| Q3 24 | $73.7M | $144.7M | ||
| Q2 24 | $63.7M | $189.3M |
股东权益BCPCESPR
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $-302.0M | ||
| Q3 25 | $1.3B | $-451.4M | ||
| Q2 25 | $1.3B | $-433.5M | ||
| Q1 25 | $1.2B | $-426.2M | ||
| Q4 24 | $1.1B | $-388.7M | ||
| Q3 24 | $1.2B | $-370.2M | ||
| Q2 24 | $1.1B | $-344.2M |
总资产BCPCESPR
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $465.9M | ||
| Q3 25 | $1.7B | $364.0M | ||
| Q2 25 | $1.7B | $347.1M | ||
| Q1 25 | $1.6B | $324.0M | ||
| Q4 24 | $1.6B | $343.8M | ||
| Q3 24 | $1.6B | $314.1M | ||
| Q2 24 | $1.6B | $352.3M |
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 | $45.2M |
| 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% | 0.0% |
| 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BCPCESPR
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $45.2M | ||
| Q3 25 | $65.6M | $-4.3M | ||
| Q2 25 | $47.3M | $-31.4M | ||
| Q1 25 | $36.5M | $-22.6M | ||
| Q4 24 | $52.3M | $-35.0M | ||
| Q3 24 | $51.3M | $-35.3M | ||
| Q2 24 | $45.0M | $-7.2M |
自由现金流BCPCESPR
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-35.5M | ||
| Q2 24 | — | $-7.3M |
自由现金流率BCPCESPR
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -68.7% | ||
| Q2 24 | — | -9.9% |
资本支出强度BCPCESPR
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.1% |
现金转化率BCPCESPR
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 1.23× | — | ||
| 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
业务分部营收拆解
BCPC
暂无分部数据
ESPR
| Collaboration Revenue | $124.7M | 74% |
| Products | $43.7M | 26% |
