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BALCHEM CORP(BCPC)与FMC CORP(FMC)财务数据对比。点击上方公司名可切换其他公司
FMC CORP的季度营收约是BALCHEM CORP的4.1倍($1.1B vs $263.6M)。BALCHEM CORP净利率更高(14.9% vs -158.8%,领先173.7%)。BALCHEM CORP同比增速更快(9.8% vs -11.5%)。过去两年FMC CORP的营收复合增速更高(8.6% vs 4.9%)
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。
FMC公司是总部位于美国宾夕法尼亚州费城的化工制造企业,1883年创立之初以生产杀虫剂为主,后续逐步拓展业务至其他领域。二战期间曾为美国陆军部设计生产两栖履带登陆车,目前在全球拥有7000名员工,业务布局广泛。
BCPC vs FMC — 直观对比
营收规模更大
FMC
是对方的4.1倍
$263.6M
营收增速更快
BCPC
高出21.4%
-11.5%
净利率更高
BCPC
高出173.7%
-158.8%
两年增速更快
FMC
近两年复合增速
4.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $263.6M | $1.1B |
| 净利润 | $39.2M | $-1.7B |
| 毛利率 | 35.6% | 39.8% |
| 营业利润率 | 19.8% | -130.8% |
| 净利率 | 14.9% | -158.8% |
| 营收同比 | 9.8% | -11.5% |
| 净利润同比 | 16.8% | -10457.1% |
| 每股收益(稀释后) | $1.21 | $-13.77 |
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
BCPC
FMC
| Q4 25 | $263.6M | $1.1B | ||
| Q3 25 | $267.6M | $542.2M | ||
| Q2 25 | $255.5M | $1.1B | ||
| Q1 25 | $250.5M | $791.4M | ||
| Q4 24 | $240.0M | $1.2B | ||
| Q3 24 | $239.9M | $1.1B | ||
| Q2 24 | $234.1M | $1.0B | ||
| Q1 24 | $239.7M | $918.0M |
净利润
BCPC
FMC
| Q4 25 | $39.2M | $-1.7B | ||
| Q3 25 | $40.3M | $-569.3M | ||
| Q2 25 | $38.3M | $66.7M | ||
| Q1 25 | $37.1M | $-15.5M | ||
| Q4 24 | $33.6M | $-16.3M | ||
| Q3 24 | $33.8M | $65.0M | ||
| Q2 24 | $32.1M | $295.1M | ||
| Q1 24 | $29.0M | $-2.7M |
毛利率
BCPC
FMC
| Q4 25 | 35.6% | 39.8% | ||
| Q3 25 | 35.7% | 23.8% | ||
| Q2 25 | 36.4% | 38.7% | ||
| Q1 25 | 35.2% | 40.0% | ||
| Q4 24 | 36.0% | 42.9% | ||
| Q3 24 | 35.6% | 36.3% | ||
| Q2 24 | 35.5% | 38.3% | ||
| Q1 24 | 34.0% | 37.0% |
营业利润率
BCPC
FMC
| Q4 25 | 19.8% | -130.8% | ||
| Q3 25 | 20.4% | -73.1% | ||
| Q2 25 | 20.1% | 12.0% | ||
| Q1 25 | 20.4% | 7.4% | ||
| Q4 24 | 19.8% | 19.2% | ||
| Q3 24 | 20.0% | 12.7% | ||
| Q2 24 | 19.6% | 6.0% | ||
| Q1 24 | 17.4% | 8.1% |
净利率
BCPC
FMC
| Q4 25 | 14.9% | -158.8% | ||
| Q3 25 | 15.1% | -105.0% | ||
| Q2 25 | 15.0% | 6.3% | ||
| Q1 25 | 14.8% | -2.0% | ||
| Q4 24 | 14.0% | -1.3% | ||
| Q3 24 | 14.1% | 6.1% | ||
| Q2 24 | 13.7% | 28.4% | ||
| Q1 24 | 12.1% | -0.3% |
每股收益(稀释后)
BCPC
FMC
| Q4 25 | $1.21 | $-13.77 | ||
| Q3 25 | $1.24 | $-4.52 | ||
| Q2 25 | $1.17 | $0.53 | ||
| Q1 25 | $1.13 | $-0.12 | ||
| Q4 24 | $1.03 | $-0.13 | ||
| Q3 24 | $1.03 | $0.52 | ||
| Q2 24 | $0.98 | $2.35 | ||
| Q1 24 | $0.89 | $-0.02 |
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 | $74.6M | $584.5M |
| 总债务越低越好 | — | $3.4B |
| 股东权益账面价值 | $1.3B | $2.1B |
| 总资产 | $1.7B | $9.7B |
| 负债/权益比越低杠杆越低 | — | 1.62× |
8季度趋势,按日历期对齐
现金及短期投资
BCPC
FMC
| Q4 25 | $74.6M | $584.5M | ||
| Q3 25 | $65.1M | $497.7M | ||
| Q2 25 | $65.4M | $438.2M | ||
| Q1 25 | $49.9M | $315.3M | ||
| Q4 24 | $49.5M | $357.3M | ||
| Q3 24 | $73.7M | $416.7M | ||
| Q2 24 | $63.7M | $471.5M | ||
| Q1 24 | $60.3M | $417.8M |
总债务
BCPC
FMC
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.1B | ||
| Q1 24 | — | $3.1B |
股东权益
BCPC
FMC
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.3B | $3.8B | ||
| Q2 25 | $1.3B | $4.4B | ||
| Q1 25 | $1.2B | $4.4B | ||
| Q4 24 | $1.1B | $4.5B | ||
| Q3 24 | $1.2B | $4.6B | ||
| Q2 24 | $1.1B | $4.6B | ||
| Q1 24 | $1.1B | $4.3B |
总资产
BCPC
FMC
| Q4 25 | $1.7B | $9.7B | ||
| Q3 25 | $1.7B | $12.1B | ||
| Q2 25 | $1.7B | $12.3B | ||
| Q1 25 | $1.6B | $11.8B | ||
| Q4 24 | $1.6B | $11.7B | ||
| Q3 24 | $1.6B | $12.2B | ||
| Q2 24 | $1.6B | $12.1B | ||
| Q1 24 | $1.6B | $12.0B |
负债/权益比
BCPC
FMC
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 0.89× | ||
| Q2 25 | — | 0.76× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 0.69× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.68× | ||
| Q1 24 | — | 0.72× |
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 | $67.3M | $657.1M |
| 自由现金流经营现金流 - 资本支出 | — | $631.1M |
| 自由现金流率自由现金流/营收 | — | 58.3% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | 1.72× | — |
| 过去12个月自由现金流最近4个季度 | — | $-102.5M |
8季度趋势,按日历期对齐
经营现金流
BCPC
FMC
| Q4 25 | $67.3M | $657.1M | ||
| Q3 25 | $65.6M | $-184.2M | ||
| Q2 25 | $47.3M | $65.9M | ||
| Q1 25 | $36.5M | $-545.0M | ||
| Q4 24 | $52.3M | $427.9M | ||
| Q3 24 | $51.3M | $159.5M | ||
| Q2 24 | $45.0M | $292.2M | ||
| Q1 24 | $33.4M | $-142.9M |
自由现金流
BCPC
FMC
| Q4 25 | — | $631.1M | ||
| Q3 25 | — | $-207.9M | ||
| Q2 25 | — | $50.9M | ||
| Q1 25 | — | $-576.6M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | — | $143.8M | ||
| Q2 24 | — | $282.3M | ||
| Q1 24 | — | $-163.6M |
自由现金流率
BCPC
FMC
| Q4 25 | — | 58.3% | ||
| Q3 25 | — | -38.3% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | -72.9% | ||
| Q4 24 | — | 33.2% | ||
| Q3 24 | — | 13.5% | ||
| Q2 24 | — | 27.2% | ||
| Q1 24 | — | -17.8% |
资本支出强度
BCPC
FMC
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | 2.3% |
现金转化率
BCPC
FMC
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 1.23× | 0.99× | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | 2.45× | ||
| Q2 24 | 1.40× | 0.99× | ||
| Q1 24 | 1.15× | — |
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
| Human Nutrition And Health | $166.1M | 63% |
| Animal Nutrition And Health | $61.2M | 23% |
| Specialty Products | $34.8M | 13% |
FMC
| Insecticides | $440.3M | 41% |
| Herbicides | $378.8M | 35% |
| Fungicides | $140.4M | 13% |
| Plant Health | $65.6M | 6% |
| Other | $45.0M | 4% |