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BALCHEM CORP（BCPC）与莱迪思半导体（LSCC）财务数据对比。点击上方公司名可切换其他公司
BALCHEM CORP的季度营收约是莱迪思半导体的1.9倍（$270.7M vs $145.8M），BALCHEM CORP净利率更高（14.9% vs -5.2%，领先20.1%），莱迪思半导体同比增速更快（9.3% vs 8.1%），莱迪思半导体自由现金流更多（$44.0M vs $33.8M），过去两年莱迪思半导体的营收复合增速更高（8.4% 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。
莱迪思半导体是美国专注于低功耗现场可编程门阵列（FPGA）设计制造的半导体企业，1983年成立，1989年上市，总部位于俄勒冈州希尔斯伯勒硅林区，在圣何塞、上海、马尼拉、槟城、新加坡等地设有运营网点，截至2022年员工超1000人，年营收超6.6亿美元。
BCPC vs LSCC — 直观对比
营收规模更大
BCPC
是对方的1.9倍
$145.8M
营收增速更快
LSCC
高出1.2%
8.1%
净利率更高
BCPC
高出20.1%
-5.2%
自由现金流更多
LSCC
多$10.1M
$33.8M
两年增速更快
LSCC
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $145.8M |
| 净利润 | $40.3M | $-7.6M |
| 毛利率 | — | 68.5% |
| 营业利润率 | 20.5% | 30.7% |
| 净利率 | 14.9% | -5.2% |
| 营收同比 | 8.1% | 9.3% |
| 净利润同比 | 8.7% | 14.6% |
| 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BCPCLSCC
| Q1 26 | $270.7M | $145.8M | ||
| Q4 25 | $263.6M | — | ||
| Q3 25 | $267.6M | $133.3M | ||
| Q2 25 | $255.5M | $124.0M | ||
| Q1 25 | $250.5M | $120.2M | ||
| Q4 24 | $240.0M | $117.4M | ||
| Q3 24 | $239.9M | $127.1M | ||
| Q2 24 | $234.1M | $124.1M |
净利润BCPCLSCC
| Q1 26 | $40.3M | $-7.6M | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $2.8M | ||
| Q2 25 | $38.3M | $2.9M | ||
| Q1 25 | $37.1M | $5.0M | ||
| Q4 24 | $33.6M | $16.5M | ||
| Q3 24 | $33.8M | $7.2M | ||
| Q2 24 | $32.1M | $22.6M |
毛利率BCPCLSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | 35.6% | — | ||
| Q3 25 | 35.7% | 67.9% | ||
| Q2 25 | 36.4% | 68.4% | ||
| Q1 25 | 35.2% | 68.0% | ||
| Q4 24 | 36.0% | 61.1% | ||
| Q3 24 | 35.6% | 69.0% | ||
| Q2 24 | 35.5% | 68.3% |
营业利润率BCPCLSCC
| Q1 26 | 20.5% | 0.7% | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 20.4% | -1.2% | ||
| Q2 25 | 20.1% | 3.8% | ||
| Q1 25 | 20.4% | 5.8% | ||
| Q4 24 | 19.8% | -10.4% | ||
| Q3 24 | 20.0% | 5.9% | ||
| Q2 24 | 19.6% | 18.2% |
净利率BCPCLSCC
| Q1 26 | 14.9% | -5.2% | ||
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | 2.1% | ||
| Q2 25 | 15.0% | 2.3% | ||
| Q1 25 | 14.8% | 4.2% | ||
| Q4 24 | 14.0% | 14.1% | ||
| Q3 24 | 14.1% | 5.7% | ||
| Q2 24 | 13.7% | 18.2% |
每股收益（稀释后）BCPCLSCC
| Q1 26 | $1.25 | $-0.06 | ||
| Q4 25 | $1.21 | — | ||
| Q3 25 | $1.24 | $0.02 | ||
| Q2 25 | $1.17 | $0.02 | ||
| Q1 25 | $1.13 | $0.04 | ||
| Q4 24 | $1.03 | $0.12 | ||
| Q3 24 | $1.03 | $0.05 | ||
| Q2 24 | $0.98 | $0.16 |
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 | $133.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $714.1M |
| 总资产 | $1.7B | — |
| 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BCPCLSCC
| Q1 26 | $72.9M | $133.9M | ||
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | $117.9M | ||
| Q2 25 | $65.4M | $107.2M | ||
| Q1 25 | $49.9M | $127.6M | ||
| Q4 24 | $49.5M | $136.3M | ||
| Q3 24 | $73.7M | $124.3M | ||
| Q2 24 | $63.7M | $109.2M |
股东权益BCPCLSCC
| Q1 26 | $1.3B | $714.1M | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $706.4M | ||
| Q2 25 | $1.3B | $687.0M | ||
| Q1 25 | $1.2B | $707.9M | ||
| Q4 24 | $1.1B | $710.9M | ||
| Q3 24 | $1.2B | $703.5M | ||
| Q2 24 | $1.1B | $698.8M |
总资产BCPCLSCC
| Q1 26 | $1.7B | $883.1M | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | $844.4M | ||
| Q2 25 | $1.7B | $808.6M | ||
| Q1 25 | $1.6B | $823.6M | ||
| Q4 24 | $1.6B | $843.9M | ||
| Q3 24 | $1.6B | $853.7M | ||
| Q2 24 | $1.6B | $827.5M |
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 | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $44.0M |
| 自由现金流率自由现金流/营收 | 12.5% | 30.2% |
| 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 | — | $153.3M |
8季度趋势，按日历期对齐
经营现金流BCPCLSCC
| Q1 26 | $40.1M | $57.6M | ||
| Q4 25 | $67.3M | — | ||
| Q3 25 | $65.6M | $47.1M | ||
| Q2 25 | $47.3M | $38.5M | ||
| Q1 25 | $36.5M | $31.9M | ||
| Q4 24 | $52.3M | $45.4M | ||
| Q3 24 | $51.3M | $44.0M | ||
| Q2 24 | $45.0M | $21.9M |
自由现金流BCPCLSCC
| Q1 26 | $33.8M | $44.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $31.3M | ||
| Q1 25 | — | $23.3M | ||
| Q4 24 | — | $39.7M | ||
| Q3 24 | — | $39.4M | ||
| Q2 24 | — | $14.8M |
自由现金流率BCPCLSCC
| Q1 26 | 12.5% | 30.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 25.5% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 19.4% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | — | 31.0% | ||
| Q2 24 | — | 11.9% |
资本支出强度BCPCLSCC
| Q1 26 | 2.3% | 9.3% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | — | 4.9% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 5.8% |
现金转化率BCPCLSCC
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 16.86× | ||
| Q2 25 | 1.23× | 13.23× | ||
| Q1 25 | 0.98× | 6.35× | ||
| Q4 24 | 1.56× | 2.75× | ||
| Q3 24 | 1.52× | 6.12× | ||
| Q2 24 | 1.40× | 0.97× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
