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BALCHEM CORP（BCPC）与FIRST INDUSTRIAL REALTY TRUST INC（FR）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FIRST INDUSTRIAL REALTY TRUST INC的1.4倍（$270.7M vs $194.8M），FIRST INDUSTRIAL REALTY TRUST INC净利率更高（75.9% vs 14.9%，领先61.0%），FIRST INDUSTRIAL REALTY TRUST INC同比增速更快（10.0% vs 8.1%），过去两年FIRST INDUSTRIAL REALTY TRUST INC的营收复合增速更高（8.9% 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。
该企业是一家房地产投资信托机构，主要投资华盛顿大都会区郊区的工业地产与商务园区类资产，拥有成熟的不动产投资运营经验，于2017年被政府物业收入信托正式收购。
BCPC vs FR — 直观对比
营收规模更大
BCPC
是对方的1.4倍
$194.8M
营收增速更快
FR
高出2.0%
8.1%
净利率更高
FR
高出61.0%
14.9%
两年增速更快
FR
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $194.8M |
| 净利润 | $40.3M | $147.9M |
| 毛利率 | — | — |
| 营业利润率 | 20.5% | — |
| 净利率 | 14.9% | 75.9% |
| 营收同比 | 8.1% | 10.0% |
| 净利润同比 | 8.7% | 179.7% |
| 每股收益（稀释后） | $1.25 | $1.08 |
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BCPCFR
| Q1 26 | $270.7M | $194.8M | ||
| Q4 25 | $263.6M | $188.4M | ||
| Q3 25 | $267.6M | $181.4M | ||
| Q2 25 | $255.5M | $180.2M | ||
| Q1 25 | $250.5M | $177.1M | ||
| Q4 24 | $240.0M | $175.6M | ||
| Q3 24 | $239.9M | $167.6M | ||
| Q2 24 | $234.1M | $164.1M |
净利润BCPCFR
| Q1 26 | $40.3M | $147.9M | ||
| Q4 25 | $39.2M | $78.8M | ||
| Q3 25 | $40.3M | $65.3M | ||
| Q2 25 | $38.3M | $55.2M | ||
| Q1 25 | $37.1M | $48.1M | ||
| Q4 24 | $33.6M | $68.4M | ||
| Q3 24 | $33.8M | $99.4M | ||
| Q2 24 | $32.1M | $51.3M |
毛利率BCPCFR
| 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BCPCFR
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 34.6% | ||
| Q3 25 | 20.4% | 37.0% | ||
| Q2 25 | 20.1% | 31.7% | ||
| Q1 25 | 20.4% | 31.2% | ||
| Q4 24 | 19.8% | 40.1% | ||
| Q3 24 | 20.0% | 62.6% | ||
| Q2 24 | 19.6% | 31.8% |
净利率BCPCFR
| Q1 26 | 14.9% | 75.9% | ||
| Q4 25 | 14.9% | 41.8% | ||
| Q3 25 | 15.1% | 36.0% | ||
| Q2 25 | 15.0% | 30.6% | ||
| Q1 25 | 14.8% | 27.2% | ||
| Q4 24 | 14.0% | 39.0% | ||
| Q3 24 | 14.1% | 59.3% | ||
| Q2 24 | 13.7% | 31.3% |
每股收益（稀释后）BCPCFR
| Q1 26 | $1.25 | $1.08 | ||
| Q4 25 | $1.21 | $0.60 | ||
| Q3 25 | $1.24 | $0.49 | ||
| Q2 25 | $1.17 | $0.42 | ||
| Q1 25 | $1.13 | $0.36 | ||
| Q4 24 | $1.03 | $0.51 | ||
| Q3 24 | $1.03 | $0.75 | ||
| Q2 24 | $0.98 | $0.39 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $2.9B |
| 总资产 | $1.7B | $5.8B |
| 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BCPCFR
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $78.0M | ||
| Q3 25 | $65.1M | $33.5M | ||
| Q2 25 | $65.4M | $34.9M | ||
| Q1 25 | $49.9M | $35.7M | ||
| Q4 24 | $49.5M | $44.5M | ||
| Q3 24 | $73.7M | $47.1M | ||
| Q2 24 | $63.7M | $38.5M |
股东权益BCPCFR
| Q1 26 | $1.3B | $2.9B | ||
| Q4 25 | $1.3B | $2.7B | ||
| Q3 25 | $1.3B | $2.7B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.2B | $2.7B | ||
| Q4 24 | $1.1B | $2.7B | ||
| Q3 24 | $1.2B | $2.6B | ||
| Q2 24 | $1.1B | $2.6B |
总资产BCPCFR
| Q1 26 | $1.7B | $5.8B | ||
| Q4 25 | $1.7B | $5.7B | ||
| Q3 25 | $1.7B | $5.5B | ||
| Q2 25 | $1.7B | $5.5B | ||
| Q1 25 | $1.6B | $5.4B | ||
| Q4 24 | $1.6B | $5.3B | ||
| Q3 24 | $1.6B | $5.2B | ||
| Q2 24 | $1.6B | $5.2B |
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BCPCFR
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $461.3M | ||
| Q3 25 | $65.6M | $124.6M | ||
| Q2 25 | $47.3M | $126.1M | ||
| Q1 25 | $36.5M | $88.6M | ||
| Q4 24 | $52.3M | $352.5M | ||
| Q3 24 | $51.3M | $105.5M | ||
| Q2 24 | $45.0M | $107.7M |
自由现金流BCPCFR
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率BCPCFR
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度BCPCFR
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率BCPCFR
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 5.85× | ||
| Q3 25 | 1.63× | 1.91× | ||
| Q2 25 | 1.23× | 2.28× | ||
| Q1 25 | 0.98× | 1.84× | ||
| Q4 24 | 1.56× | 5.15× | ||
| Q3 24 | 1.52× | 1.06× | ||
| Q2 24 | 1.40× | 2.10× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
