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BALCHEM CORP（BCPC）与Gaming & Leisure Properties, Inc.（GLPI）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是BALCHEM CORP的1.6倍（$420.0M vs $270.7M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 14.9%，领先42.1%），BALCHEM CORP同比增速更快（8.1% vs 6.3%），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs 5.0%）
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。
博彩与休闲地产公司（GLPI）是一家专注于赌场物业的房地产投资信托（REIT），总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立，目前持有62处赌场物业，全部对外出租给其他企业运营。
BCPC vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.6倍
$270.7M
营收增速更快
BCPC
高出1.8%
6.3%
净利率更高
GLPI
高出42.1%
14.9%
两年增速更快
BCPC
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $420.0M |
| 净利润 | $40.3M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | 20.5% | 79.4% |
| 净利率 | 14.9% | 57.0% |
| 营收同比 | 8.1% | 6.3% |
| 净利润同比 | 8.7% | 40.5% |
| 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BCPCGLPI
| Q1 26 | $270.7M | $420.0M | ||
| Q4 25 | $263.6M | $407.0M | ||
| Q3 25 | $267.6M | $397.6M | ||
| Q2 25 | $255.5M | $394.9M | ||
| Q1 25 | $250.5M | $395.2M | ||
| Q4 24 | $240.0M | $389.6M | ||
| Q3 24 | $239.9M | $385.3M | ||
| Q2 24 | $234.1M | $380.6M |
净利润BCPCGLPI
| Q1 26 | $40.3M | $239.4M | ||
| Q4 25 | $39.2M | $275.4M | ||
| Q3 25 | $40.3M | $241.2M | ||
| Q2 25 | $38.3M | $151.4M | ||
| Q1 25 | $37.1M | $165.2M | ||
| Q4 24 | $33.6M | $223.6M | ||
| Q3 24 | $33.8M | $184.7M | ||
| Q2 24 | $32.1M | $208.3M |
毛利率BCPCGLPI
| 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BCPCGLPI
| Q1 26 | 20.5% | 79.4% | ||
| Q4 25 | 19.8% | 89.3% | ||
| Q3 25 | 20.4% | 84.8% | ||
| Q2 25 | 20.1% | 61.3% | ||
| Q1 25 | 20.4% | 65.5% | ||
| Q4 24 | 19.8% | 79.1% | ||
| Q3 24 | 20.0% | 70.4% | ||
| Q2 24 | 19.6% | 77.1% |
净利率BCPCGLPI
| Q1 26 | 14.9% | 57.0% | ||
| Q4 25 | 14.9% | 67.6% | ||
| Q3 25 | 15.1% | 60.7% | ||
| Q2 25 | 15.0% | 38.4% | ||
| Q1 25 | 14.8% | 41.8% | ||
| Q4 24 | 14.0% | 57.4% | ||
| Q3 24 | 14.1% | 47.9% | ||
| Q2 24 | 13.7% | 54.7% |
每股收益（稀释后）BCPCGLPI
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.96 | ||
| Q3 25 | $1.24 | $0.85 | ||
| Q2 25 | $1.17 | $0.54 | ||
| Q1 25 | $1.13 | $0.60 | ||
| Q4 24 | $1.03 | $0.79 | ||
| Q3 24 | $1.03 | $0.67 | ||
| Q2 24 | $0.98 | $0.77 |
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 | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $5.0B |
| 总资产 | $1.7B | $13.8B |
| 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BCPCGLPI
| Q1 26 | $72.9M | $274.5M | ||
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | — | ||
| Q2 25 | $65.4M | — | ||
| Q1 25 | $49.9M | — | ||
| Q4 24 | $49.5M | $560.8M | ||
| Q3 24 | $73.7M | $560.8M | ||
| Q2 24 | $63.7M | $560.8M |
总债务BCPCGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益BCPCGLPI
| Q1 26 | $1.3B | $5.0B | ||
| Q4 25 | $1.3B | $4.6B | ||
| Q3 25 | $1.3B | $4.6B | ||
| Q2 25 | $1.3B | $4.6B | ||
| Q1 25 | $1.2B | $4.2B | ||
| Q4 24 | $1.1B | $4.3B | ||
| Q3 24 | $1.2B | $4.3B | ||
| Q2 24 | $1.1B | $4.1B |
总资产BCPCGLPI
| Q1 26 | $1.7B | $13.8B | ||
| Q4 25 | $1.7B | $12.9B | ||
| Q3 25 | $1.7B | $12.8B | ||
| Q2 25 | $1.7B | $12.5B | ||
| Q1 25 | $1.6B | $12.1B | ||
| Q4 24 | $1.6B | $13.1B | ||
| Q3 24 | $1.6B | $12.7B | ||
| Q2 24 | $1.6B | $11.8B |
负债/权益比BCPCGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
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BCPCGLPI
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $1.1B | ||
| Q3 25 | $65.6M | $240.3M | ||
| Q2 25 | $47.3M | $293.4M | ||
| Q1 25 | $36.5M | $252.5M | ||
| Q4 24 | $52.3M | $1.1B | ||
| Q3 24 | $51.3M | $270.4M | ||
| Q2 24 | $45.0M | $252.1M |
自由现金流BCPCGLPI
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $183.0M | ||
| Q2 25 | — | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $261.5M | ||
| Q2 24 | — | $245.0M |
自由现金流率BCPCGLPI
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | — | 67.9% | ||
| Q2 24 | — | 64.4% |
资本支出强度BCPCGLPI
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.9% |
现金转化率BCPCGLPI
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 4.10× | ||
| Q3 25 | 1.63× | 1.00× | ||
| Q2 25 | 1.23× | 1.94× | ||
| Q1 25 | 0.98× | 1.53× | ||
| Q4 24 | 1.56× | 4.80× | ||
| Q3 24 | 1.52× | 1.46× | ||
| Q2 24 | 1.40× | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
