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BALCHEM CORP（BCPC）与Ingevity Corp（NGVT）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Ingevity Corp的1.4倍（$263.6M vs $185.4M）。BALCHEM CORP净利率更高（14.9% vs -45.6%，领先60.5%）。Ingevity Corp同比增速更快（36.7% vs 9.8%）。过去两年BALCHEM CORP的营收复合增速更高（4.9% vs -26.2%）
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。
Ingevity Corp是一家全球特种化学品与先进材料生产商，主营高性能碳材料、路面养护解决方案及特种化工产品，服务汽车排放控制、工业净化、道路基建、农业投入品等核心市场，业务覆盖北美、欧洲及亚太地区。
BCPC vs NGVT — 直观对比
营收规模更大
BCPC
是对方的1.4倍
$185.4M
营收增速更快
NGVT
高出26.9%
9.8%
净利率更高
BCPC
高出60.5%
-45.6%
两年增速更快
BCPC
近两年复合增速
-26.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $263.6M | $185.4M |
| 净利润 | $39.2M | $-84.6M |
| 毛利率 | 35.6% | 41.2% |
| 营业利润率 | 19.8% | -47.7% |
| 净利率 | 14.9% | -45.6% |
| 营收同比 | 9.8% | 36.7% |
| 净利润同比 | 16.8% | -609.6% |
| 每股收益（稀释后） | $1.21 | $-2.33 |
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BCPCNGVT
| Q4 25 | $263.6M | $185.4M | ||
| Q3 25 | $267.6M | $333.1M | ||
| Q2 25 | $255.5M | $365.1M | ||
| Q1 25 | $250.5M | $284.0M | ||
| Q4 24 | $240.0M | $135.6M | ||
| Q3 24 | $239.9M | $333.8M | ||
| Q2 24 | $234.1M | $390.6M | ||
| Q1 24 | $239.7M | $340.1M |
净利润BCPCNGVT
| Q4 25 | $39.2M | $-84.6M | ||
| Q3 25 | $40.3M | $43.5M | ||
| Q2 25 | $38.3M | $-146.5M | ||
| Q1 25 | $37.1M | $20.5M | ||
| Q4 24 | $33.6M | $16.6M | ||
| Q3 24 | $33.8M | $-107.2M | ||
| Q2 24 | $32.1M | $-283.7M | ||
| Q1 24 | $29.0M | $-56.0M |
毛利率BCPCNGVT
| Q4 25 | 35.6% | 41.2% | ||
| Q3 25 | 35.7% | 40.2% | ||
| Q2 25 | 36.4% | 37.8% | ||
| Q1 25 | 35.2% | 39.9% | ||
| Q4 24 | 36.0% | 81.3% | ||
| Q3 24 | 35.6% | 39.4% | ||
| Q2 24 | 35.5% | 31.5% | ||
| Q1 24 | 34.0% | 29.3% |
营业利润率BCPCNGVT
| Q4 25 | 19.8% | -47.7% | ||
| Q3 25 | 20.4% | 18.7% | ||
| Q2 25 | 20.1% | -39.1% | ||
| Q1 25 | 20.4% | 9.4% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 20.0% | 33.0% | ||
| Q2 24 | 19.6% | 25.9% | ||
| Q1 24 | 17.4% | 22.6% |
净利率BCPCNGVT
| Q4 25 | 14.9% | -45.6% | ||
| Q3 25 | 15.1% | 13.1% | ||
| Q2 25 | 15.0% | -40.1% | ||
| Q1 25 | 14.8% | 7.2% | ||
| Q4 24 | 14.0% | 12.2% | ||
| Q3 24 | 14.1% | -32.1% | ||
| Q2 24 | 13.7% | -72.6% | ||
| Q1 24 | 12.1% | -16.5% |
每股收益（稀释后）BCPCNGVT
| Q4 25 | $1.21 | $-2.33 | ||
| Q3 25 | $1.24 | $1.18 | ||
| Q2 25 | $1.17 | $-4.02 | ||
| Q1 25 | $1.13 | $0.56 | ||
| Q4 24 | $1.03 | $0.44 | ||
| Q3 24 | $1.03 | $-2.94 | ||
| Q2 24 | $0.98 | $-7.81 | ||
| Q1 24 | $0.89 | $-1.54 |
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 | $74.6M | $78.1M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $1.3B | $29.7M |
| 总资产 | $1.7B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 39.10× |
8季度趋势，按日历期对齐
现金及短期投资BCPCNGVT
| Q4 25 | $74.6M | $78.1M | ||
| Q3 25 | $65.1M | $83.4M | ||
| Q2 25 | $65.4M | $76.9M | ||
| Q1 25 | $49.9M | $71.5M | ||
| Q4 24 | $49.5M | $68.0M | ||
| Q3 24 | $73.7M | $135.5M | ||
| Q2 24 | $63.7M | $107.4M | ||
| Q1 24 | $60.3M | $88.5M |
总债务BCPCNGVT
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
股东权益BCPCNGVT
| Q4 25 | $1.3B | $29.7M | ||
| Q3 25 | $1.3B | $138.1M | ||
| Q2 25 | $1.3B | $120.7M | ||
| Q1 25 | $1.2B | $234.6M | ||
| Q4 24 | $1.1B | $195.2M | ||
| Q3 24 | $1.2B | $214.5M | ||
| Q2 24 | $1.1B | $284.8M | ||
| Q1 24 | $1.1B | $568.2M |
总资产BCPCNGVT
| Q4 25 | $1.7B | $1.7B | ||
| Q3 25 | $1.7B | $1.8B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.6B | $2.0B | ||
| Q3 24 | $1.6B | $2.2B | ||
| Q2 24 | $1.6B | $2.3B | ||
| Q1 24 | $1.6B | $2.6B |
负债/权益比BCPCNGVT
| Q4 25 | — | 39.10× | ||
| Q3 25 | — | 8.39× | ||
| Q2 25 | — | 10.24× | ||
| Q1 25 | — | 5.68× | ||
| Q4 24 | — | 6.86× | ||
| Q3 24 | — | 6.52× | ||
| Q2 24 | — | 4.92× | ||
| Q1 24 | — | 2.48× |
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 | $67.3M | $97.1M |
| 自由现金流经营现金流 - 资本支出 | — | $73.5M |
| 自由现金流率自由现金流/营收 | — | 39.6% |
| 资本支出强度资本支出/营收 | — | 12.7% |
| 现金转化率经营现金流/净利润 | 1.72× | — |
| 过去12个月自由现金流最近4个季度 | — | $273.5M |
8季度趋势，按日历期对齐
经营现金流BCPCNGVT
| Q4 25 | $67.3M | $97.1M | ||
| Q3 25 | $65.6M | $129.7M | ||
| Q2 25 | $47.3M | $79.0M | ||
| Q1 25 | $36.5M | $25.4M | ||
| Q4 24 | $52.3M | $64.5M | ||
| Q3 24 | $51.3M | $46.5M | ||
| Q2 24 | $45.0M | $29.7M | ||
| Q1 24 | $33.4M | $-12.1M |
自由现金流BCPCNGVT
| Q4 25 | — | $73.5M | ||
| Q3 25 | — | $117.8M | ||
| Q2 25 | — | $66.8M | ||
| Q1 25 | — | $15.4M | ||
| Q4 24 | — | $39.6M | ||
| Q3 24 | — | $28.5M | ||
| Q2 24 | — | $11.6M | ||
| Q1 24 | — | $-28.7M |
自由现金流率BCPCNGVT
| Q4 25 | — | 39.6% | ||
| Q3 25 | — | 35.4% | ||
| Q2 25 | — | 18.3% | ||
| Q1 25 | — | 5.4% | ||
| Q4 24 | — | 29.2% | ||
| Q3 24 | — | 8.5% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | -8.4% |
资本支出强度BCPCNGVT
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 18.4% | ||
| Q3 24 | — | 5.4% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | — | 4.9% |
现金转化率BCPCNGVT
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 2.98× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 0.98× | 1.24× | ||
| Q4 24 | 1.56× | 3.89× | ||
| Q3 24 | 1.52× | — | ||
| Q2 24 | 1.40× | — | ||
| Q1 24 | 1.15× | — |
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
| Human Nutrition And Health | $166.1M | 63% |
| Animal Nutrition And Health | $61.2M | 23% |
| Specialty Products | $34.8M | 13% |
NGVT
| Performance Materials | $151.2M | 82% |
| Advanced Polymer Technologies Segment | $36.5M | 20% |
