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BALCHEM CORP（BCPC）与J&J SNACK FOODS CORP（JJSF）财务数据对比。点击上方公司名可切换其他公司
J&J SNACK FOODS CORP的季度营收约是BALCHEM CORP的1.3倍（$343.8M vs $270.7M），BALCHEM CORP净利率更高（14.9% vs 0.3%，领先14.6%），BALCHEM CORP同比增速更快（8.1% vs -5.2%），BALCHEM CORP自由现金流更多（$33.8M vs $17.0M），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs -2.2%）
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。
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
BCPC vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.3倍
$270.7M
营收增速更快
BCPC
高出13.2%
-5.2%
净利率更高
BCPC
高出14.6%
0.3%
自由现金流更多
BCPC
多$16.9M
$17.0M
两年增速更快
BCPC
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $343.8M |
| 净利润 | $40.3M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | 20.5% | 0.2% |
| 净利率 | 14.9% | 0.3% |
| 营收同比 | 8.1% | -5.2% |
| 净利润同比 | 8.7% | -82.8% |
| 每股收益（稀释后） | $1.25 | $0.05 |
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BCPCJJSF
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $343.8M | ||
| Q3 25 | $267.6M | $410.2M | ||
| Q2 25 | $255.5M | $454.3M | ||
| Q1 25 | $250.5M | $356.1M | ||
| Q4 24 | $240.0M | $362.6M | ||
| Q3 24 | $239.9M | $426.8M | ||
| Q2 24 | $234.1M | $440.0M |
净利润BCPCJJSF
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $883.0K | ||
| Q3 25 | $40.3M | $11.4M | ||
| Q2 25 | $38.3M | $44.2M | ||
| Q1 25 | $37.1M | $4.8M | ||
| Q4 24 | $33.6M | $5.1M | ||
| Q3 24 | $33.8M | $29.6M | ||
| Q2 24 | $32.1M | $36.3M |
毛利率BCPCJJSF
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 27.9% | ||
| Q3 25 | 35.7% | 31.7% | ||
| Q2 25 | 36.4% | 33.0% | ||
| Q1 25 | 35.2% | 26.9% | ||
| Q4 24 | 36.0% | 25.9% | ||
| Q3 24 | 35.6% | 31.8% | ||
| Q2 24 | 35.5% | 33.6% |
营业利润率BCPCJJSF
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 0.2% | ||
| Q3 25 | 20.4% | 2.8% | ||
| Q2 25 | 20.1% | 13.3% | ||
| Q1 25 | 20.4% | 1.7% | ||
| Q4 24 | 19.8% | 1.7% | ||
| Q3 24 | 20.0% | 9.3% | ||
| Q2 24 | 19.6% | 11.4% |
净利率BCPCJJSF
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 0.3% | ||
| Q3 25 | 15.1% | 2.8% | ||
| Q2 25 | 15.0% | 9.7% | ||
| Q1 25 | 14.8% | 1.4% | ||
| Q4 24 | 14.0% | 1.4% | ||
| Q3 24 | 14.1% | 6.9% | ||
| Q2 24 | 13.7% | 8.3% |
每股收益（稀释后）BCPCJJSF
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.05 | ||
| Q3 25 | $1.24 | $0.59 | ||
| Q2 25 | $1.17 | $2.26 | ||
| Q1 25 | $1.13 | $0.25 | ||
| Q4 24 | $1.03 | $0.26 | ||
| Q3 24 | $1.03 | $1.52 | ||
| Q2 24 | $0.98 | $1.87 |
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 | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $912.9M |
| 总资产 | $1.7B | $1.3B |
| 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BCPCJJSF
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $66.8M | ||
| Q3 25 | $65.1M | $105.9M | ||
| Q2 25 | $65.4M | $77.4M | ||
| Q1 25 | $49.9M | $48.5M | ||
| Q4 24 | $49.5M | $73.6M | ||
| Q3 24 | $73.7M | $73.4M | ||
| Q2 24 | $63.7M | $64.0M |
股东权益BCPCJJSF
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $912.9M | ||
| Q3 25 | $1.3B | $966.7M | ||
| Q2 25 | $1.3B | $969.9M | ||
| Q1 25 | $1.2B | $935.0M | ||
| Q4 24 | $1.1B | $946.8M | ||
| Q3 24 | $1.2B | $957.0M | ||
| Q2 24 | $1.1B | $937.9M |
总资产BCPCJJSF
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $1.3B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.6B | $1.4B |
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 | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $17.0M |
| 自由现金流率自由现金流/营收 | 12.5% | 4.9% |
| 资本支出强度资本支出/营收 | 2.3% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.99× | 40.73× |
| 过去12个月自由现金流最近4个季度 | — | $83.1M |
8季度趋势，按日历期对齐
经营现金流BCPCJJSF
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $36.0M | ||
| Q3 25 | $65.6M | $66.4M | ||
| Q2 25 | $47.3M | $51.2M | ||
| Q1 25 | $36.5M | $12.3M | ||
| Q4 24 | $52.3M | $35.2M | ||
| Q3 24 | $51.3M | $46.3M | ||
| Q2 24 | $45.0M | $65.0M |
自由现金流BCPCJJSF
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $17.0M | ||
| Q3 25 | — | $44.8M | ||
| Q2 25 | — | $28.5M | ||
| Q1 25 | — | $-7.2M | ||
| Q4 24 | — | $16.1M | ||
| Q3 24 | — | $29.1M | ||
| Q2 24 | — | $45.3M |
自由现金流率BCPCJJSF
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 10.3% |
资本支出强度BCPCJJSF
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 5.0% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 4.5% |
现金转化率BCPCJJSF
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 40.73× | ||
| Q3 25 | 1.63× | 5.84× | ||
| Q2 25 | 1.23× | 1.16× | ||
| Q1 25 | 0.98× | 2.55× | ||
| Q4 24 | 1.56× | 6.84× | ||
| Q3 24 | 1.52× | 1.56× | ||
| Q2 24 | 1.40× | 1.79× |
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
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
