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BALCHEM CORP（BCPC）与GLAUKOS Corp（GKOS）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GLAUKOS Corp的1.8倍（$270.7M vs $150.6M），BALCHEM CORP净利率更高（14.9% vs 6.2%，领先8.7%），GLAUKOS Corp同比增速更快（41.2% vs 8.1%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% 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。
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
BCPC vs GKOS — 直观对比
营收规模更大
BCPC
是对方的1.8倍
$150.6M
营收增速更快
GKOS
高出33.1%
8.1%
净利率更高
BCPC
高出8.7%
6.2%
两年增速更快
GKOS
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $150.6M |
| 净利润 | $40.3M | $9.4M |
| 毛利率 | — | 77.9% |
| 营业利润率 | 20.5% | 9.0% |
| 净利率 | 14.9% | 6.2% |
| 营收同比 | 8.1% | 41.2% |
| 净利润同比 | 8.7% | — |
| 每股收益（稀释后） | $1.25 | — |
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BCPCGKOS
| Q1 26 | $270.7M | $150.6M | ||
| Q4 25 | $263.6M | $143.1M | ||
| Q3 25 | $267.6M | $133.5M | ||
| Q2 25 | $255.5M | $124.1M | ||
| Q1 25 | $250.5M | $106.7M | ||
| Q4 24 | $240.0M | $105.5M | ||
| Q3 24 | $239.9M | $96.7M | ||
| Q2 24 | $234.1M | $95.7M |
净利润BCPCGKOS
| Q1 26 | $40.3M | $9.4M | ||
| Q4 25 | $39.2M | $-133.7M | ||
| Q3 25 | $40.3M | $-16.2M | ||
| Q2 25 | $38.3M | $-19.7M | ||
| Q1 25 | $37.1M | $-18.1M | ||
| Q4 24 | $33.6M | $-33.6M | ||
| Q3 24 | $33.8M | $-21.4M | ||
| Q2 24 | $32.1M | $-50.5M |
毛利率BCPCGKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | 35.6% | -1.1% | ||
| Q3 25 | 35.7% | 78.4% | ||
| Q2 25 | 36.4% | 78.3% | ||
| Q1 25 | 35.2% | 77.2% | ||
| Q4 24 | 36.0% | 72.9% | ||
| Q3 24 | 35.6% | 76.6% | ||
| Q2 24 | 35.5% | 76.4% |
营业利润率BCPCGKOS
| Q1 26 | 20.5% | 9.0% | ||
| Q4 25 | 19.8% | -97.7% | ||
| Q3 25 | 20.4% | -12.3% | ||
| Q2 25 | 20.1% | -18.3% | ||
| Q1 25 | 20.4% | -19.4% | ||
| Q4 24 | 19.8% | -27.2% | ||
| Q3 24 | 20.0% | -25.5% | ||
| Q2 24 | 19.6% | -31.3% |
净利率BCPCGKOS
| Q1 26 | 14.9% | 6.2% | ||
| Q4 25 | 14.9% | -93.4% | ||
| Q3 25 | 15.1% | -12.2% | ||
| Q2 25 | 15.0% | -15.8% | ||
| Q1 25 | 14.8% | -17.0% | ||
| Q4 24 | 14.0% | -31.8% | ||
| Q3 24 | 14.1% | -22.1% | ||
| Q2 24 | 13.7% | -52.8% |
每股收益（稀释后）BCPCGKOS
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $-2.34 | ||
| Q3 25 | $1.24 | $-0.28 | ||
| Q2 25 | $1.17 | $-0.34 | ||
| Q1 25 | $1.13 | $-0.32 | ||
| Q4 24 | $1.03 | $-0.56 | ||
| Q3 24 | $1.03 | $-0.39 | ||
| Q2 24 | $0.98 | $-1.00 |
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 | $276.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $670.9M |
| 总资产 | $1.7B | $893.3M |
| 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BCPCGKOS
| Q1 26 | $72.9M | $276.7M | ||
| Q4 25 | $74.6M | $90.8M | ||
| Q3 25 | $65.1M | $98.2M | ||
| Q2 25 | $65.4M | $100.8M | ||
| Q1 25 | $49.9M | $114.3M | ||
| Q4 24 | $49.5M | $169.6M | ||
| Q3 24 | $73.7M | $100.1M | ||
| Q2 24 | $63.7M | $68.1M |
股东权益BCPCGKOS
| Q1 26 | $1.3B | $670.9M | ||
| Q4 25 | $1.3B | $656.2M | ||
| Q3 25 | $1.3B | $769.5M | ||
| Q2 25 | $1.3B | $765.1M | ||
| Q1 25 | $1.2B | $764.0M | ||
| Q4 24 | $1.1B | $766.9M | ||
| Q3 24 | $1.2B | $668.5M | ||
| Q2 24 | $1.1B | $665.2M |
总资产BCPCGKOS
| Q1 26 | $1.7B | $893.3M | ||
| Q4 25 | $1.7B | $893.5M | ||
| Q3 25 | $1.7B | $999.4M | ||
| Q2 25 | $1.7B | $987.0M | ||
| Q1 25 | $1.6B | $966.2M | ||
| Q4 24 | $1.6B | $974.8M | ||
| Q3 24 | $1.6B | $926.5M | ||
| Q2 24 | $1.6B | $919.7M |
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BCPCGKOS
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $6.8M | ||
| Q3 25 | $65.6M | $-10.1M | ||
| Q2 25 | $47.3M | $7.0M | ||
| Q1 25 | $36.5M | $-18.5M | ||
| Q4 24 | $52.3M | $507.0K | ||
| Q3 24 | $51.3M | $-9.6M | ||
| Q2 24 | $45.0M | $-18.4M |
自由现金流BCPCGKOS
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $3.9M | ||
| Q3 25 | — | $-11.7M | ||
| Q2 25 | — | $5.8M | ||
| Q1 25 | — | $-20.5M | ||
| Q4 24 | — | $-1.2M | ||
| Q3 24 | — | $-11.0M | ||
| Q2 24 | — | $-20.5M |
自由现金流率BCPCGKOS
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | -8.8% | ||
| Q2 25 | — | 4.7% | ||
| Q1 25 | — | -19.2% | ||
| Q4 24 | — | -1.2% | ||
| Q3 24 | — | -11.4% | ||
| Q2 24 | — | -21.4% |
资本支出强度BCPCGKOS
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.2% |
现金转化率BCPCGKOS
| 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
