vs
BALCHEM CORP（BCPC）与JFrog Ltd（FROG）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JFrog Ltd的1.9倍（$270.7M vs $145.3M），BALCHEM CORP净利率更高（14.9% vs -10.5%，领先25.3%），JFrog Ltd同比增速更快（25.2% vs 8.1%），JFrog Ltd自由现金流更多（$49.9M vs $33.8M），过去两年JFrog Ltd的营收复合增速更高（20.4% 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。
JFrog Ltd是全球知名的DevOps技术服务商，面向科技、金融、零售、制造等多个行业客户，提供全链路软件发布、制品管理与安全解决方案，助力企业简化云、本地及混合部署环境下的应用开发与交付流程。
BCPC vs FROG — 直观对比
营收规模更大
BCPC
是对方的1.9倍
$145.3M
营收增速更快
FROG
高出17.1%
8.1%
净利率更高
BCPC
高出25.3%
-10.5%
自由现金流更多
FROG
多$16.0M
$33.8M
两年增速更快
FROG
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $145.3M |
| 净利润 | $40.3M | $-15.2M |
| 毛利率 | — | 77.9% |
| 营业利润率 | 20.5% | -14.7% |
| 净利率 | 14.9% | -10.5% |
| 营收同比 | 8.1% | 25.2% |
| 净利润同比 | 8.7% | 34.4% |
| 每股收益（稀释后） | $1.25 | $-0.13 |
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BCPCFROG
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $145.3M | ||
| Q3 25 | $267.6M | $136.9M | ||
| Q2 25 | $255.5M | $127.2M | ||
| Q1 25 | $250.5M | $122.4M | ||
| Q4 24 | $240.0M | $116.1M | ||
| Q3 24 | $239.9M | $109.1M | ||
| Q2 24 | $234.1M | $103.0M |
净利润BCPCFROG
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $-15.2M | ||
| Q3 25 | $40.3M | $-16.4M | ||
| Q2 25 | $38.3M | $-21.7M | ||
| Q1 25 | $37.1M | $-18.5M | ||
| Q4 24 | $33.6M | $-23.2M | ||
| Q3 24 | $33.8M | $-22.9M | ||
| Q2 24 | $32.1M | $-14.3M |
毛利率BCPCFROG
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 77.9% | ||
| Q3 25 | 35.7% | 77.4% | ||
| Q2 25 | 36.4% | 76.3% | ||
| Q1 25 | 35.2% | 75.3% | ||
| Q4 24 | 36.0% | 75.4% | ||
| Q3 24 | 35.6% | 75.0% | ||
| Q2 24 | 35.5% | 78.8% |
营业利润率BCPCFROG
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | -14.7% | ||
| Q3 25 | 20.4% | -15.8% | ||
| Q2 25 | 20.1% | -20.4% | ||
| Q1 25 | 20.4% | -18.8% | ||
| Q4 24 | 19.8% | -21.9% | ||
| Q3 24 | 20.0% | -27.4% | ||
| Q2 24 | 19.6% | -18.6% |
净利率BCPCFROG
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | -10.5% | ||
| Q3 25 | 15.1% | -12.0% | ||
| Q2 25 | 15.0% | -17.0% | ||
| Q1 25 | 14.8% | -15.1% | ||
| Q4 24 | 14.0% | -20.0% | ||
| Q3 24 | 14.1% | -21.0% | ||
| Q2 24 | 13.7% | -13.9% |
每股收益（稀释后）BCPCFROG
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $-0.13 | ||
| Q3 25 | $1.24 | $-0.14 | ||
| Q2 25 | $1.17 | $-0.19 | ||
| Q1 25 | $1.13 | $-0.16 | ||
| Q4 24 | $1.03 | $-0.21 | ||
| Q3 24 | $1.03 | $-0.21 | ||
| Q2 24 | $0.98 | $-0.13 |
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 | $704.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $887.4M |
| 总资产 | $1.7B | $1.3B |
| 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BCPCFROG
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $704.4M | ||
| Q3 25 | $65.1M | $651.1M | ||
| Q2 25 | $65.4M | $611.7M | ||
| Q1 25 | $49.9M | $563.5M | ||
| Q4 24 | $49.5M | $522.0M | ||
| Q3 24 | $73.7M | $467.8M | ||
| Q2 24 | $63.7M | $591.3M |
股东权益BCPCFROG
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $887.4M | ||
| Q3 25 | $1.3B | $859.4M | ||
| Q2 25 | $1.3B | $826.5M | ||
| Q1 25 | $1.2B | $800.0M | ||
| Q4 24 | $1.1B | $773.5M | ||
| Q3 24 | $1.2B | $756.2M | ||
| Q2 24 | $1.1B | $721.4M |
总资产BCPCFROG
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $1.3B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.6B | $1.0B |
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 | $50.7M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $49.9M |
| 自由现金流率自由现金流/营收 | 12.5% | 34.3% |
| 资本支出强度资本支出/营收 | 2.3% | 0.6% |
| 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 | — | $142.3M |
8季度趋势，按日历期对齐
经营现金流BCPCFROG
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $50.7M | ||
| Q3 25 | $65.6M | $30.2M | ||
| Q2 25 | $47.3M | $36.1M | ||
| Q1 25 | $36.5M | $28.8M | ||
| Q4 24 | $52.3M | $49.1M | ||
| Q3 24 | $51.3M | $27.6M | ||
| Q2 24 | $45.0M | $16.7M |
自由现金流BCPCFROG
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $49.9M | ||
| Q3 25 | — | $28.8M | ||
| Q2 25 | — | $35.5M | ||
| Q1 25 | — | $28.1M | ||
| Q4 24 | — | $48.5M | ||
| Q3 24 | — | $26.7M | ||
| Q2 24 | — | $16.0M |
自由现金流率BCPCFROG
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 34.3% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 27.9% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | — | 41.8% | ||
| Q3 24 | — | 24.5% | ||
| Q2 24 | — | 15.5% |
资本支出强度BCPCFROG
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 0.7% |
现金转化率BCPCFROG
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | — | ||
| Q2 24 | 1.40× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
