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BALCHEM CORP（BCPC）与Fair Isaac（FICO）财务数据对比。点击上方公司名可切换其他公司
Fair Isaac的季度营收约是BALCHEM CORP的1.9倍（$512.0M vs $270.7M），Fair Isaac净利率更高（30.9% vs 14.9%，领先16.1%），Fair Isaac同比增速更快（16.4% vs 8.1%），Fair Isaac自由现金流更多（$173.9M vs $33.8M），过去两年Fair Isaac的营收复合增速更高（8.6% 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。
FICO（原Fair, Isaac and Company）是美国知名数据分析企业，1956年由比尔·费尔与厄尔·艾萨克创立，总部位于蒙大拿州博兹曼市，核心业务为信用评分服务，其推出的FICO信用分是评估消费者信贷风险的重要指标，目前已被美国消费信贷行业广泛采用。
BCPC vs FICO — 直观对比
营收规模更大
FICO
是对方的1.9倍
$270.7M
营收增速更快
FICO
高出8.3%
8.1%
净利率更高
FICO
高出16.1%
14.9%
自由现金流更多
FICO
多$140.0M
$33.8M
两年增速更快
FICO
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $512.0M |
| 净利润 | $40.3M | $158.4M |
| 毛利率 | — | 83.0% |
| 营业利润率 | 20.5% | 45.7% |
| 净利率 | 14.9% | 30.9% |
| 营收同比 | 8.1% | 16.4% |
| 净利润同比 | 8.7% | 3.8% |
| 每股收益（稀释后） | $1.25 | $6.61 |
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BCPCFICO
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $512.0M | ||
| Q3 25 | $267.6M | $515.8M | ||
| Q2 25 | $255.5M | $536.4M | ||
| Q1 25 | $250.5M | $498.7M | ||
| Q4 24 | $240.0M | $440.0M | ||
| Q3 24 | $239.9M | $453.8M | ||
| Q2 24 | $234.1M | $447.8M |
净利润BCPCFICO
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $158.4M | ||
| Q3 25 | $40.3M | $155.0M | ||
| Q2 25 | $38.3M | $181.8M | ||
| Q1 25 | $37.1M | $162.6M | ||
| Q4 24 | $33.6M | $152.5M | ||
| Q3 24 | $33.8M | $135.7M | ||
| Q2 24 | $32.1M | $126.3M |
毛利率BCPCFICO
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 83.0% | ||
| Q3 25 | 35.7% | 82.3% | ||
| Q2 25 | 36.4% | 83.7% | ||
| Q1 25 | 35.2% | 82.4% | ||
| Q4 24 | 36.0% | 80.1% | ||
| Q3 24 | 35.6% | 80.3% | ||
| Q2 24 | 35.5% | 80.3% |
营业利润率BCPCFICO
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 45.7% | ||
| Q3 25 | 20.4% | 46.0% | ||
| Q2 25 | 20.1% | 48.9% | ||
| Q1 25 | 20.4% | 49.3% | ||
| Q4 24 | 19.8% | 40.8% | ||
| Q3 24 | 20.0% | 43.4% | ||
| Q2 24 | 19.6% | 42.5% |
净利率BCPCFICO
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 30.9% | ||
| Q3 25 | 15.1% | 30.1% | ||
| Q2 25 | 15.0% | 33.9% | ||
| Q1 25 | 14.8% | 32.6% | ||
| Q4 24 | 14.0% | 34.7% | ||
| Q3 24 | 14.1% | 29.9% | ||
| Q2 24 | 13.7% | 28.2% |
每股收益（稀释后）BCPCFICO
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $6.61 | ||
| Q3 25 | $1.24 | $6.41 | ||
| Q2 25 | $1.17 | $7.40 | ||
| Q1 25 | $1.13 | $6.59 | ||
| Q4 24 | $1.03 | $6.14 | ||
| Q3 24 | $1.03 | $5.44 | ||
| Q2 24 | $0.98 | $5.05 |
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 | $162.0M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $1.3B | $-1.8B |
| 总资产 | $1.7B | $1.9B |
| 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BCPCFICO
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $162.0M | ||
| Q3 25 | $65.1M | $134.1M | ||
| Q2 25 | $65.4M | $189.0M | ||
| Q1 25 | $49.9M | $146.6M | ||
| Q4 24 | $49.5M | $184.3M | ||
| Q3 24 | $73.7M | $150.7M | ||
| Q2 24 | $63.7M | $156.0M |
总债务BCPCFICO
| Q1 26 | — | — | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.1B |
股东权益BCPCFICO
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $-1.8B | ||
| Q3 25 | $1.3B | $-1.7B | ||
| Q2 25 | $1.3B | $-1.4B | ||
| Q1 25 | $1.2B | $-1.1B | ||
| Q4 24 | $1.1B | $-1.1B | ||
| Q3 24 | $1.2B | $-962.7M | ||
| Q2 24 | $1.1B | $-829.3M |
总资产BCPCFICO
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $1.9B | ||
| Q3 25 | $1.7B | $1.9B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.7B | ||
| Q2 24 | $1.6B | $1.7B |
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 | $174.1M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $173.9M |
| 自由现金流率自由现金流/营收 | 12.5% | 34.0% |
| 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× | 1.10× |
| 过去12个月自由现金流最近4个季度 | — | $750.6M |
8季度趋势，按日历期对齐
经营现金流BCPCFICO
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $174.1M | ||
| Q3 25 | $65.6M | $223.7M | ||
| Q2 25 | $47.3M | $286.2M | ||
| Q1 25 | $36.5M | $74.9M | ||
| Q4 24 | $52.3M | $194.0M | ||
| Q3 24 | $51.3M | $226.5M | ||
| Q2 24 | $45.0M | $213.3M |
自由现金流BCPCFICO
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $173.9M | ||
| Q3 25 | — | $219.5M | ||
| Q2 25 | — | $284.4M | ||
| Q1 25 | — | $72.8M | ||
| Q4 24 | — | $193.2M | ||
| Q3 24 | — | $224.7M | ||
| Q2 24 | — | $211.6M |
自由现金流率BCPCFICO
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 34.0% | ||
| Q3 25 | — | 42.6% | ||
| Q2 25 | — | 53.0% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 43.9% | ||
| Q3 24 | — | 49.5% | ||
| Q2 24 | — | 47.2% |
资本支出强度BCPCFICO
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% |
现金转化率BCPCFICO
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 1.10× | ||
| Q3 25 | 1.63× | 1.44× | ||
| Q2 25 | 1.23× | 1.57× | ||
| Q1 25 | 0.98× | 0.46× | ||
| Q4 24 | 1.56× | 1.27× | ||
| Q3 24 | 1.52× | 1.67× | ||
| Q2 24 | 1.40× | 1.69× |
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
FICO
| Business To Business Scores | $248.6M | 49% |
| Saa S Products | $115.7M | 23% |
| Platform Software | $73.9M | 14% |
| Business To Consumer Scores | $55.9M | 11% |
| Technology Service | $19.2M | 4% |
