vs
BALCHEM CORP（BCPC）与EZCORP INC（EZPW）财务数据对比。点击上方公司名可切换其他公司
EZCORP INC的季度营收约是BALCHEM CORP的1.4倍（$382.0M vs $270.7M），BALCHEM CORP净利率更高（14.9% vs 11.6%，领先3.3%），EZCORP INC同比增速更快（19.3% vs 8.1%），BALCHEM CORP自由现金流更多（$33.8M vs $31.7M），过去两年EZCORP INC的营收复合增速更高（15.6% 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。
EZCORP是总部位于美国得克萨斯州奥斯汀的典当行运营商，业务覆盖美国及拉丁美洲地区，是美国第二大典当行运营商，仅次于Cash America International，目前在纳斯达克挂牌上市。
BCPC vs EZPW — 直观对比
营收规模更大
EZPW
是对方的1.4倍
$270.7M
营收增速更快
EZPW
高出11.3%
8.1%
净利率更高
BCPC
高出3.3%
11.6%
自由现金流更多
BCPC
多$2.2M
$31.7M
两年增速更快
EZPW
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $382.0M |
| 净利润 | $40.3M | $44.3M |
| 毛利率 | — | 58.4% |
| 营业利润率 | 20.5% | 15.9% |
| 净利率 | 14.9% | 11.6% |
| 营收同比 | 8.1% | 19.3% |
| 净利润同比 | 8.7% | 42.8% |
| 每股收益（稀释后） | $1.25 | $0.55 |
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BCPCEZPW
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $382.0M | ||
| Q3 25 | $267.6M | $336.8M | ||
| Q2 25 | $255.5M | $311.0M | ||
| Q1 25 | $250.5M | $306.3M | ||
| Q4 24 | $240.0M | $320.2M | ||
| Q3 24 | $239.9M | $294.6M | ||
| Q2 24 | $234.1M | $281.4M |
净利润BCPCEZPW
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $44.3M | ||
| Q3 25 | $40.3M | $26.7M | ||
| Q2 25 | $38.3M | $26.5M | ||
| Q1 25 | $37.1M | $25.4M | ||
| Q4 24 | $33.6M | $31.0M | ||
| Q3 24 | $33.8M | $15.2M | ||
| Q2 24 | $32.1M | $17.9M |
毛利率BCPCEZPW
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 58.4% | ||
| Q3 25 | 35.7% | 59.0% | ||
| Q2 25 | 36.4% | 59.1% | ||
| Q1 25 | 35.2% | 58.3% | ||
| Q4 24 | 36.0% | 57.9% | ||
| Q3 24 | 35.6% | 59.5% | ||
| Q2 24 | 35.5% | 59.2% |
营业利润率BCPCEZPW
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 15.9% | ||
| Q3 25 | 20.4% | 11.0% | ||
| Q2 25 | 20.1% | 11.6% | ||
| Q1 25 | 20.4% | 11.2% | ||
| Q4 24 | 19.8% | 13.1% | ||
| Q3 24 | 20.0% | 8.8% | ||
| Q2 24 | 19.6% | 7.9% |
净利率BCPCEZPW
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 11.6% | ||
| Q3 25 | 15.1% | 7.9% | ||
| Q2 25 | 15.0% | 8.5% | ||
| Q1 25 | 14.8% | 8.3% | ||
| Q4 24 | 14.0% | 9.7% | ||
| Q3 24 | 14.1% | 5.2% | ||
| Q2 24 | 13.7% | 6.4% |
每股收益（稀释后）BCPCEZPW
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.55 | ||
| Q3 25 | $1.24 | $0.35 | ||
| Q2 25 | $1.17 | $0.34 | ||
| Q1 25 | $1.13 | $0.33 | ||
| Q4 24 | $1.03 | $0.40 | ||
| Q3 24 | $1.03 | $0.20 | ||
| Q2 24 | $0.98 | $0.25 |
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 | $465.9M |
| 总债务越低越好 | — | $518.6M |
| 股东权益账面价值 | $1.3B | $1.1B |
| 总资产 | $1.7B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.48× |
8季度趋势，按日历期对齐
现金及短期投资BCPCEZPW
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $465.9M | ||
| Q3 25 | $65.1M | $469.5M | ||
| Q2 25 | $65.4M | $472.1M | ||
| Q1 25 | $49.9M | $505.2M | ||
| Q4 24 | $49.5M | $174.5M | ||
| Q3 24 | $73.7M | $170.5M | ||
| Q2 24 | $63.7M | $218.0M |
总债务BCPCEZPW
| Q1 26 | — | — | ||
| Q4 25 | — | $518.6M | ||
| Q3 25 | — | $518.1M | ||
| Q2 25 | — | $517.6M | ||
| Q1 25 | — | $620.5M | ||
| Q4 24 | — | $327.7M | ||
| Q3 24 | — | $327.3M | ||
| Q2 24 | — | $361.3M |
股东权益BCPCEZPW
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.3B | $990.1M | ||
| Q1 25 | $1.2B | $851.6M | ||
| Q4 24 | $1.1B | $823.9M | ||
| Q3 24 | $1.2B | $804.6M | ||
| Q2 24 | $1.1B | $801.5M |
总资产BCPCEZPW
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $2.0B | ||
| Q3 25 | $1.7B | $2.0B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.6B | $1.5B |
负债/权益比BCPCEZPW
| Q1 26 | — | — | ||
| Q4 25 | — | 0.48× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.73× | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.45× |
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 | $39.1M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $31.7M |
| 自由现金流率自由现金流/营收 | 12.5% | 8.3% |
| 资本支出强度资本支出/营收 | 2.3% | 2.0% |
| 现金转化率经营现金流/净利润 | 0.99× | 0.88× |
| 过去12个月自由现金流最近4个季度 | — | $121.7M |
8季度趋势，按日历期对齐
经营现金流BCPCEZPW
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $39.1M | ||
| Q3 25 | $65.6M | $51.3M | ||
| Q2 25 | $47.3M | $34.8M | ||
| Q1 25 | $36.5M | $36.9M | ||
| Q4 24 | $52.3M | $26.0M | ||
| Q3 24 | $51.3M | $43.3M | ||
| Q2 24 | $45.0M | $33.7M |
自由现金流BCPCEZPW
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $31.7M | ||
| Q3 25 | — | $35.7M | ||
| Q2 25 | — | $25.7M | ||
| Q1 25 | — | $28.6M | ||
| Q4 24 | — | $20.4M | ||
| Q3 24 | — | $24.4M | ||
| Q2 24 | — | $30.5M |
自由现金流率BCPCEZPW
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | — | 8.3% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | — | 10.8% |
资本支出强度BCPCEZPW
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 1.1% |
现金转化率BCPCEZPW
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 0.88× | ||
| Q3 25 | 1.63× | 1.92× | ||
| Q2 25 | 1.23× | 1.31× | ||
| Q1 25 | 0.98× | 1.45× | ||
| Q4 24 | 1.56× | 0.84× | ||
| Q3 24 | 1.52× | 2.85× | ||
| Q2 24 | 1.40× | 1.88× |
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
EZPW
| Merchandise | $210.1M | 55% |
| Pawn Service | $131.9M | 35% |
| Jewelry Scrap | $39.9M | 10% |
