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BALCHEM CORP（BCPC）与null（GPRO）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null的1.3倍（$270.7M vs $201.7M），BALCHEM CORP同比增速更快（8.1% vs 0.4%），BALCHEM CORP自由现金流更多（$33.8M vs $15.0M），过去两年null的营收复合增速更高（13.9% 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。
GoPro, Inc.是2002年由尼克·伍德曼创立的美国科技企业，最初注册名为伍德曼实验室，总部坐落于加利福尼亚州圣马特奥。该公司主营运动相机生产制造，同时还自主开发配套移动端应用与视频编辑软件。
BCPC vs GPRO — 直观对比
营收规模更大
BCPC
是对方的1.3倍
$201.7M
营收增速更快
BCPC
高出7.7%
0.4%
自由现金流更多
BCPC
多$18.9M
$15.0M
两年增速更快
GPRO
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $201.7M |
| 净利润 | $40.3M | — |
| 毛利率 | — | 31.8% |
| 营业利润率 | 20.5% | -4.1% |
| 净利率 | 14.9% | — |
| 营收同比 | 8.1% | 0.4% |
| 净利润同比 | 8.7% | — |
| 每股收益（稀释后） | $1.25 | $-0.06 |
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BCPCGPRO
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $201.7M | ||
| Q3 25 | $267.6M | $162.9M | ||
| Q2 25 | $255.5M | $152.6M | ||
| Q1 25 | $250.5M | $134.3M | ||
| Q4 24 | $240.0M | $200.9M | ||
| Q3 24 | $239.9M | $258.9M | ||
| Q2 24 | $234.1M | $186.2M |
净利润BCPCGPRO
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $-21.3M | ||
| Q2 25 | $38.3M | $-16.4M | ||
| Q1 25 | $37.1M | $-46.7M | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $33.8M | $-8.2M | ||
| Q2 24 | $32.1M | $-47.8M |
毛利率BCPCGPRO
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 31.8% | ||
| Q3 25 | 35.7% | 35.1% | ||
| Q2 25 | 36.4% | 35.8% | ||
| Q1 25 | 35.2% | 32.1% | ||
| Q4 24 | 36.0% | 34.7% | ||
| Q3 24 | 35.6% | 35.5% | ||
| Q2 24 | 35.5% | 30.5% |
营业利润率BCPCGPRO
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | -4.1% | ||
| Q3 25 | 20.4% | -9.8% | ||
| Q2 25 | 20.1% | -9.2% | ||
| Q1 25 | 20.4% | -33.7% | ||
| Q4 24 | 19.8% | -19.5% | ||
| Q3 24 | 20.0% | -3.1% | ||
| Q2 24 | 19.6% | -25.0% |
净利率BCPCGPRO
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | -13.0% | ||
| Q2 25 | 15.0% | -10.8% | ||
| Q1 25 | 14.8% | -34.8% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 14.1% | -3.2% | ||
| Q2 24 | 13.7% | -25.7% |
每股收益（稀释后）BCPCGPRO
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $-0.06 | ||
| Q3 25 | $1.24 | $-0.13 | ||
| Q2 25 | $1.17 | $-0.10 | ||
| Q1 25 | $1.13 | $-0.30 | ||
| Q4 24 | $1.03 | $-0.22 | ||
| Q3 24 | $1.03 | $-0.05 | ||
| Q2 24 | $0.98 | $-0.31 |
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 | $49.7M |
| 总债务越低越好 | — | $44.3M |
| 股东权益账面价值 | $1.3B | $76.5M |
| 总资产 | $1.7B | $428.0M |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资BCPCGPRO
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $49.7M | ||
| Q3 25 | $65.1M | $152.8M | ||
| Q2 25 | $65.4M | $58.6M | ||
| Q1 25 | $49.9M | $69.6M | ||
| Q4 24 | $49.5M | $102.8M | ||
| Q3 24 | $73.7M | $130.2M | ||
| Q2 24 | $63.7M | $133.0M |
总债务BCPCGPRO
| Q1 26 | — | — | ||
| Q4 25 | — | $44.3M | ||
| Q3 25 | — | $43.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $93.1M | ||
| Q2 24 | — | $92.9M |
股东权益BCPCGPRO
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $76.5M | ||
| Q3 25 | $1.3B | $80.5M | ||
| Q2 25 | $1.3B | $97.9M | ||
| Q1 25 | $1.2B | $110.0M | ||
| Q4 24 | $1.1B | $151.7M | ||
| Q3 24 | $1.2B | $183.9M | ||
| Q2 24 | $1.1B | $184.7M |
总资产BCPCGPRO
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $428.0M | ||
| Q3 25 | $1.7B | $538.6M | ||
| Q2 25 | $1.7B | $439.0M | ||
| Q1 25 | $1.6B | $462.5M | ||
| Q4 24 | $1.6B | $543.7M | ||
| Q3 24 | $1.6B | $661.6M | ||
| Q2 24 | $1.6B | $556.8M |
负债/权益比BCPCGPRO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.51× | ||
| Q2 24 | — | 0.50× |
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 | $15.6M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $15.0M |
| 自由现金流率自由现金流/营收 | 12.5% | 7.4% |
| 资本支出强度资本支出/营收 | 2.3% | 0.3% |
| 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 | — | $-24.0M |
8季度趋势，按日历期对齐
经营现金流BCPCGPRO
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $15.6M | ||
| Q3 25 | $65.6M | $12.2M | ||
| Q2 25 | $47.3M | $8.8M | ||
| Q1 25 | $36.5M | $-57.2M | ||
| Q4 24 | $52.3M | $-25.1M | ||
| Q3 24 | $51.3M | $-2.2M | ||
| Q2 24 | $45.0M | $605.0K |
自由现金流BCPCGPRO
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $15.0M | ||
| Q3 25 | — | $11.2M | ||
| Q2 25 | — | $8.3M | ||
| Q1 25 | — | $-58.5M | ||
| Q4 24 | — | $-25.5M | ||
| Q3 24 | — | $-4.2M | ||
| Q2 24 | — | $-111.0K |
自由现金流率BCPCGPRO
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 7.4% | ||
| Q3 25 | — | 6.9% | ||
| Q2 25 | — | 5.4% | ||
| Q1 25 | — | -43.5% | ||
| Q4 24 | — | -12.7% | ||
| Q3 24 | — | -1.6% | ||
| Q2 24 | — | -0.1% |
资本支出强度BCPCGPRO
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.4% |
现金转化率BCPCGPRO
| 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
业务分部营收拆解
BCPC
暂无分部数据
GPRO
| Subscription And Services | $106.3M | 53% |
| Other | $95.4M | 47% |
