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BALCHEM CORP（BCPC）与IAC Inc.（IAC）财务数据对比。点击上方公司名可切换其他公司
IAC Inc.的季度营收约是BALCHEM CORP的1.6倍（$422.9M vs $270.7M），BALCHEM CORP净利率更高（14.9% vs -17.0%，领先31.9%），BALCHEM CORP同比增速更快（8.1% vs -12.2%），BALCHEM CORP自由现金流更多（$33.8M vs $2.0M），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs -18.4%）
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。
IAC Inc.是一家美国控股企业，业务覆盖媒体与互联网领域，在全球拥有多个知名品牌。公司前身是1996年成立的HSN Inc.，当时作为家庭购物频道Home Shopping Network和USA电视台的控股主体运营，1999年更名为USA Networks Inc.，2002年将旗下电视业务资产出售给威望迪集团。
BCPC vs IAC — 直观对比
营收规模更大
IAC
是对方的1.6倍
$270.7M
营收增速更快
BCPC
高出20.3%
-12.2%
净利率更高
BCPC
高出31.9%
-17.0%
自由现金流更多
BCPC
多$31.8M
$2.0M
两年增速更快
BCPC
近两年复合增速
-18.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $422.9M |
| 净利润 | $40.3M | $-71.9M |
| 毛利率 | — | 99.9% |
| 营业利润率 | 20.5% | — |
| 净利率 | 14.9% | -17.0% |
| 营收同比 | 8.1% | -12.2% |
| 净利润同比 | 8.7% | 67.1% |
| 每股收益（稀释后） | $1.25 | $-0.94 |
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BCPCIAC
| Q1 26 | $270.7M | $422.9M | ||
| Q4 25 | $263.6M | $646.0M | ||
| Q3 25 | $267.6M | $589.8M | ||
| Q2 25 | $255.5M | $586.9M | ||
| Q1 25 | $250.5M | $570.5M | ||
| Q4 24 | $240.0M | $721.4M | ||
| Q3 24 | $239.9M | $642.0M | ||
| Q2 24 | $234.1M | $634.4M |
净利润BCPCIAC
| Q1 26 | $40.3M | $-71.9M | ||
| Q4 25 | $39.2M | $-76.8M | ||
| Q3 25 | $40.3M | $-21.9M | ||
| Q2 25 | $38.3M | $211.5M | ||
| Q1 25 | $37.1M | $-216.8M | ||
| Q4 24 | $33.6M | $-199.0M | ||
| Q3 24 | $33.8M | $-243.7M | ||
| Q2 24 | $32.1M | $-142.2M |
毛利率BCPCIAC
| Q1 26 | — | 99.9% | ||
| Q4 25 | 35.6% | 69.8% | ||
| Q3 25 | 35.7% | 64.8% | ||
| Q2 25 | 36.4% | 65.6% | ||
| Q1 25 | 35.2% | 64.0% | ||
| Q4 24 | 36.0% | 65.8% | ||
| Q3 24 | 35.6% | 62.1% | ||
| Q2 24 | 35.5% | 60.1% |
营业利润率BCPCIAC
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | -17.5% | ||
| Q3 25 | 20.4% | -3.5% | ||
| Q2 25 | 20.1% | 0.1% | ||
| Q1 25 | 20.4% | 6.3% | ||
| Q4 24 | 19.8% | 6.7% | ||
| Q3 24 | 20.0% | 1.3% | ||
| Q2 24 | 19.6% | -3.4% |
净利率BCPCIAC
| Q1 26 | 14.9% | -17.0% | ||
| Q4 25 | 14.9% | -11.9% | ||
| Q3 25 | 15.1% | -3.7% | ||
| Q2 25 | 15.0% | 36.0% | ||
| Q1 25 | 14.8% | -38.0% | ||
| Q4 24 | 14.0% | -27.6% | ||
| Q3 24 | 14.1% | -38.0% | ||
| Q2 24 | 13.7% | -22.4% |
每股收益（稀释后）BCPCIAC
| Q1 26 | $1.25 | $-0.94 | ||
| Q4 25 | $1.21 | $-0.96 | ||
| Q3 25 | $1.24 | $-0.27 | ||
| Q2 25 | $1.17 | $2.57 | ||
| Q1 25 | $1.13 | $-2.64 | ||
| Q4 24 | $1.03 | $-2.36 | ||
| Q3 24 | $1.03 | $-2.93 | ||
| Q2 24 | $0.98 | $-1.71 |
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 | $1.1B |
| 总债务越低越好 | — | $24.5M |
| 股东权益账面价值 | $1.3B | $4.6B |
| 总资产 | $1.7B | $6.8B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资BCPCIAC
| Q1 26 | $72.9M | $1.1B | ||
| Q4 25 | $74.6M | $960.2M | ||
| Q3 25 | $65.1M | $1.0B | ||
| Q2 25 | $65.4M | $1.1B | ||
| Q1 25 | $49.9M | $1.2B | ||
| Q4 24 | $49.5M | $1.4B | ||
| Q3 24 | $73.7M | $1.3B | ||
| Q2 24 | $63.7M | $1.3B |
总债务BCPCIAC
| Q1 26 | — | $24.5M | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BCPCIAC
| Q1 26 | $1.3B | $4.6B | ||
| Q4 25 | $1.3B | $4.7B | ||
| Q3 25 | $1.3B | $4.8B | ||
| Q2 25 | $1.3B | $4.9B | ||
| Q1 25 | $1.2B | $4.7B | ||
| Q4 24 | $1.1B | $5.6B | ||
| Q3 24 | $1.2B | $5.8B | ||
| Q2 24 | $1.1B | $6.0B |
总资产BCPCIAC
| Q1 26 | $1.7B | $6.8B | ||
| Q4 25 | $1.7B | $7.1B | ||
| Q3 25 | $1.7B | $7.2B | ||
| Q2 25 | $1.7B | $7.4B | ||
| Q1 25 | $1.6B | $7.2B | ||
| Q4 24 | $1.6B | $9.7B | ||
| Q3 24 | $1.6B | $9.8B | ||
| Q2 24 | $1.6B | $10.2B |
负债/权益比BCPCIAC
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $5.4M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $2.0M |
| 自由现金流率自由现金流/营收 | 12.5% | 0.5% |
| 资本支出强度资本支出/营收 | 2.3% | 1.9% |
| 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 | — | $51.4M |
8季度趋势，按日历期对齐
经营现金流BCPCIAC
| Q1 26 | $40.1M | $5.4M | ||
| Q4 25 | $67.3M | $36.6M | ||
| Q3 25 | $65.6M | $30.1M | ||
| Q2 25 | $47.3M | $-2.8M | ||
| Q1 25 | $36.5M | $63.0K | ||
| Q4 24 | $52.3M | $110.1M | ||
| Q3 24 | $51.3M | $95.3M | ||
| Q2 24 | $45.0M | $85.0M |
自由现金流BCPCIAC
| Q1 26 | $33.8M | $2.0M | ||
| Q4 25 | — | $31.4M | ||
| Q3 25 | — | $25.3M | ||
| Q2 25 | — | $-7.2M | ||
| Q1 25 | — | $-4.6M | ||
| Q4 24 | — | $104.8M | ||
| Q3 24 | — | $92.0M | ||
| Q2 24 | — | $81.6M |
自由现金流率BCPCIAC
| Q1 26 | 12.5% | 0.5% | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | — | -1.2% | ||
| Q1 25 | — | -0.8% | ||
| Q4 24 | — | 14.5% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 12.9% |
资本支出强度BCPCIAC
| Q1 26 | 2.3% | 1.9% | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.5% |
现金转化率BCPCIAC
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 1.23× | -0.01× | ||
| 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
IAC
| People Inc. (a) | $385.7M | 91% |
| Emerging & Other | $20.1M | 5% |
| Search | $17.1M | 4% |
