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BALCHEM CORP（BCPC）与富兰克林电气（FELE）财务数据对比。点击上方公司名可切换其他公司
富兰克林电气的季度营收约是BALCHEM CORP的1.8倍（$500.4M vs $270.7M），BALCHEM CORP净利率更高（14.9% vs 6.9%，领先7.9%），富兰克林电气同比增速更快（9.9% vs 8.1%），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs -4.0%）
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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
BCPC vs FELE — 直观对比
营收规模更大
FELE
是对方的1.8倍
$270.7M
营收增速更快
FELE
高出1.9%
8.1%
净利率更高
BCPC
高出7.9%
6.9%
两年增速更快
BCPC
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $500.4M |
| 净利润 | $40.3M | $34.7M |
| 毛利率 | — | 35.0% |
| 营业利润率 | 20.5% | 9.6% |
| 净利率 | 14.9% | 6.9% |
| 营收同比 | 8.1% | 9.9% |
| 净利润同比 | 8.7% | 10.6% |
| 每股收益（稀释后） | $1.25 | $0.77 |
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BCPCFELE
| Q1 26 | $270.7M | $500.4M | ||
| Q4 25 | $263.6M | $506.9M | ||
| Q3 25 | $267.6M | $581.7M | ||
| Q2 25 | $255.5M | $587.4M | ||
| Q1 25 | $250.5M | $455.2M | ||
| Q4 24 | $240.0M | $485.7M | ||
| Q3 24 | $239.9M | $531.4M | ||
| Q2 24 | $234.1M | $543.3M |
净利润BCPCFELE
| Q1 26 | $40.3M | $34.7M | ||
| Q4 25 | $39.2M | $39.3M | ||
| Q3 25 | $40.3M | $16.7M | ||
| Q2 25 | $38.3M | $60.1M | ||
| Q1 25 | $37.1M | $31.0M | ||
| Q4 24 | $33.6M | $33.7M | ||
| Q3 24 | $33.8M | $54.6M | ||
| Q2 24 | $32.1M | $59.1M |
毛利率BCPCFELE
| Q1 26 | — | 35.0% | ||
| Q4 25 | 35.6% | 33.8% | ||
| Q3 25 | 35.7% | 35.9% | ||
| Q2 25 | 36.4% | 36.1% | ||
| Q1 25 | 35.2% | 36.0% | ||
| Q4 24 | 36.0% | 33.8% | ||
| Q3 24 | 35.6% | 35.7% | ||
| Q2 24 | 35.5% | 36.8% |
营业利润率BCPCFELE
| Q1 26 | 20.5% | 9.6% | ||
| Q4 25 | 19.8% | 10.2% | ||
| Q3 25 | 20.4% | 14.6% | ||
| Q2 25 | 20.1% | 15.0% | ||
| Q1 25 | 20.4% | 9.7% | ||
| Q4 24 | 19.8% | 8.9% | ||
| Q3 24 | 20.0% | 13.8% | ||
| Q2 24 | 19.6% | 14.6% |
净利率BCPCFELE
| Q1 26 | 14.9% | 6.9% | ||
| Q4 25 | 14.9% | 7.7% | ||
| Q3 25 | 15.1% | 2.9% | ||
| Q2 25 | 15.0% | 10.2% | ||
| Q1 25 | 14.8% | 6.8% | ||
| Q4 24 | 14.0% | 6.9% | ||
| Q3 24 | 14.1% | 10.3% | ||
| Q2 24 | 13.7% | 10.9% |
每股收益（稀释后）BCPCFELE
| Q1 26 | $1.25 | $0.77 | ||
| Q4 25 | $1.21 | $0.87 | ||
| Q3 25 | $1.24 | $0.37 | ||
| Q2 25 | $1.17 | $1.31 | ||
| Q1 25 | $1.13 | $0.67 | ||
| Q4 24 | $1.03 | $0.73 | ||
| Q3 24 | $1.03 | $1.17 | ||
| Q2 24 | $0.98 | $1.26 |
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 | $80.4M |
| 总债务越低越好 | — | $134.4M |
| 股东权益账面价值 | $1.3B | $1.3B |
| 总资产 | $1.7B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资BCPCFELE
| Q1 26 | $72.9M | $80.4M | ||
| Q4 25 | $74.6M | $99.7M | ||
| Q3 25 | $65.1M | $102.9M | ||
| Q2 25 | $65.4M | $104.6M | ||
| Q1 25 | $49.9M | $84.0M | ||
| Q4 24 | $49.5M | $220.5M | ||
| Q3 24 | $73.7M | $106.3M | ||
| Q2 24 | $63.7M | $58.1M |
总债务BCPCFELE
| Q1 26 | — | $134.4M | ||
| Q4 25 | — | $135.2M | ||
| Q3 25 | — | $135.2M | ||
| Q2 25 | — | $14.5M | ||
| Q1 25 | — | $14.9M | ||
| Q4 24 | — | $11.6M | ||
| Q3 24 | — | $11.6M | ||
| Q2 24 | — | $87.2M |
股东权益BCPCFELE
| Q1 26 | $1.3B | $1.3B | ||
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.1B | $1.2B |
总资产BCPCFELE
| Q1 26 | $1.7B | $2.0B | ||
| Q4 25 | $1.7B | $1.9B | ||
| Q3 25 | $1.7B | $2.0B | ||
| Q2 25 | $1.7B | $2.0B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.6B | $1.8B |
负债/权益比BCPCFELE
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.07× |
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 | — |
| 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× | — |
| 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BCPCFELE
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $104.2M | ||
| Q3 25 | $65.6M | $102.7M | ||
| Q2 25 | $47.3M | $51.5M | ||
| Q1 25 | $36.5M | $-19.5M | ||
| Q4 24 | $52.3M | $110.3M | ||
| Q3 24 | $51.3M | $116.1M | ||
| Q2 24 | $45.0M | $36.4M |
自由现金流BCPCFELE
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $88.7M | ||
| Q3 25 | — | $91.3M | ||
| Q2 25 | — | $39.9M | ||
| Q1 25 | — | $-26.3M | ||
| Q4 24 | — | $97.5M | ||
| Q3 24 | — | $106.6M | ||
| Q2 24 | — | $26.1M |
自由现金流率BCPCFELE
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 17.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 6.8% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | — | 20.1% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 4.8% |
资本支出强度BCPCFELE
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 1.9% |
现金转化率BCPCFELE
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 2.65× | ||
| Q3 25 | 1.63× | 6.14× | ||
| Q2 25 | 1.23× | 0.86× | ||
| Q1 25 | 0.98× | -0.63× | ||
| Q4 24 | 1.56× | 3.28× | ||
| Q3 24 | 1.52× | 2.13× | ||
| Q2 24 | 1.40× | 0.62× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
