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BALCHEM CORP（BCPC）与IBEX Ltd（IBEX）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IBEX Ltd的1.6倍（$270.7M vs $164.2M），BALCHEM CORP净利率更高（14.9% vs 7.4%，领先7.4%），IBEX Ltd同比增速更快（16.7% vs 8.1%），BALCHEM CORP自由现金流更多（$33.8M vs $-5.1M），过去两年IBEX Ltd的营收复合增速更高（13.8% 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。
IBEX 35是西班牙主要交易所马德里证券交易所的基准股票指数，该指数始创于1992年，由西班牙证券市场集团BME旗下的交易所公司负责计算与管理。它以市值加权编制，涵盖马德里证券交易所流动性最高的35只西班牙股票，每年进行两次成分股调整。
BCPC vs IBEX — 直观对比
营收规模更大
BCPC
是对方的1.6倍
$164.2M
营收增速更快
IBEX
高出8.7%
8.1%
净利率更高
BCPC
高出7.4%
7.4%
自由现金流更多
BCPC
多$38.9M
$-5.1M
两年增速更快
IBEX
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $164.2M |
| 净利润 | $40.3M | $12.2M |
| 毛利率 | — | — |
| 营业利润率 | 20.5% | 9.3% |
| 净利率 | 14.9% | 7.4% |
| 营收同比 | 8.1% | 16.7% |
| 净利润同比 | 8.7% | 31.8% |
| 每股收益（稀释后） | $1.25 | $0.83 |
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BCPCIBEX
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $164.2M | ||
| Q3 25 | $267.6M | $151.2M | ||
| Q2 25 | $255.5M | $147.1M | ||
| Q1 25 | $250.5M | $140.7M | ||
| Q4 24 | $240.0M | $140.7M | ||
| Q3 24 | $239.9M | $129.7M | ||
| Q2 24 | $234.1M | $124.5M |
净利润BCPCIBEX
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $12.2M | ||
| Q3 25 | $40.3M | $12.0M | ||
| Q2 25 | $38.3M | $9.6M | ||
| Q1 25 | $37.1M | $10.5M | ||
| Q4 24 | $33.6M | $9.3M | ||
| Q3 24 | $33.8M | $7.5M | ||
| Q2 24 | $32.1M | $9.8M |
毛利率BCPCIBEX
| 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BCPCIBEX
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 9.3% | ||
| Q3 25 | 20.4% | 9.1% | ||
| Q2 25 | 20.1% | 8.3% | ||
| Q1 25 | 20.4% | 9.5% | ||
| Q4 24 | 19.8% | 8.5% | ||
| Q3 24 | 20.0% | 7.0% | ||
| Q2 24 | 19.6% | 10.3% |
净利率BCPCIBEX
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 7.4% | ||
| Q3 25 | 15.1% | 8.0% | ||
| Q2 25 | 15.0% | 6.5% | ||
| Q1 25 | 14.8% | 7.4% | ||
| Q4 24 | 14.0% | 6.6% | ||
| Q3 24 | 14.1% | 5.8% | ||
| Q2 24 | 13.7% | 7.9% |
每股收益（稀释后）BCPCIBEX
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.83 | ||
| Q3 25 | $1.24 | $0.82 | ||
| Q2 25 | $1.17 | $0.63 | ||
| Q1 25 | $1.13 | $0.73 | ||
| Q4 24 | $1.03 | $0.57 | ||
| Q3 24 | $1.03 | $0.43 | ||
| Q2 24 | $0.98 | $0.55 |
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 | $15.5M |
| 总债务越低越好 | — | $594.0K |
| 股东权益账面价值 | $1.3B | $154.5M |
| 总资产 | $1.7B | $295.8M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资BCPCIBEX
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $15.5M | ||
| Q3 25 | $65.1M | $22.7M | ||
| Q2 25 | $65.4M | $15.3M | ||
| Q1 25 | $49.9M | $13.0M | ||
| Q4 24 | $49.5M | $20.2M | ||
| Q3 24 | $73.7M | $62.3M | ||
| Q2 24 | $63.7M | $62.7M |
总债务BCPCIBEX
| Q1 26 | — | — | ||
| Q4 25 | — | $594.0K | ||
| Q3 25 | — | $726.0K | ||
| Q2 25 | — | $796.0K | ||
| Q1 25 | — | $735.0K | ||
| Q4 24 | — | $695.0K | ||
| Q3 24 | — | $802.0K | ||
| Q2 24 | — | $867.0K |
股东权益BCPCIBEX
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $154.5M | ||
| Q3 25 | $1.3B | $143.6M | ||
| Q2 25 | $1.3B | $134.3M | ||
| Q1 25 | $1.2B | $124.2M | ||
| Q4 24 | $1.1B | $108.9M | ||
| Q3 24 | $1.2B | $171.1M | ||
| Q2 24 | $1.1B | $165.8M |
总资产BCPCIBEX
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $295.8M | ||
| Q3 25 | $1.7B | $283.9M | ||
| Q2 25 | $1.7B | $273.2M | ||
| Q1 25 | $1.6B | $274.7M | ||
| Q4 24 | $1.6B | $272.5M | ||
| Q3 24 | $1.6B | $306.3M | ||
| Q2 24 | $1.6B | $293.9M |
负债/权益比BCPCIBEX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.01× |
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 | $6.6M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $-5.1M |
| 自由现金流率自由现金流/营收 | 12.5% | -3.1% |
| 资本支出强度资本支出/营收 | 2.3% | 7.1% |
| 现金转化率经营现金流/净利润 | 0.99× | 0.54× |
| 过去12个月自由现金流最近4个季度 | — | $29.3M |
8季度趋势，按日历期对齐
经营现金流BCPCIBEX
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $6.6M | ||
| Q3 25 | $65.6M | $15.7M | ||
| Q2 25 | $47.3M | $27.9M | ||
| Q1 25 | $36.5M | $8.8M | ||
| Q4 24 | $52.3M | $1.1M | ||
| Q3 24 | $51.3M | $7.8M | ||
| Q2 24 | $45.0M | $17.4M |
自由现金流BCPCIBEX
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $-5.1M | ||
| Q3 25 | — | $8.0M | ||
| Q2 25 | — | $22.8M | ||
| Q1 25 | — | $3.6M | ||
| Q4 24 | — | $-3.2M | ||
| Q3 24 | — | $4.1M | ||
| Q2 24 | — | $15.2M |
自由现金流率BCPCIBEX
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | -3.1% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 15.5% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | -2.3% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 12.2% |
资本支出强度BCPCIBEX
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 7.1% | ||
| Q3 25 | — | 5.1% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 1.8% |
现金转化率BCPCIBEX
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 0.54× | ||
| Q3 25 | 1.63× | 1.30× | ||
| Q2 25 | 1.23× | 2.91× | ||
| Q1 25 | 0.98× | 0.84× | ||
| Q4 24 | 1.56× | 0.12× | ||
| Q3 24 | 1.52× | 1.03× | ||
| Q2 24 | 1.40× | 1.77× |
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
IBEX
| Transferred Over Time | $147.1M | 90% |
| Transferred At Point In Time | $17.1M | 10% |
