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BALCHEM CORP（BCPC）与Enpro Inc.（NPO）财务数据对比。点击上方公司名可切换其他公司
Enpro Inc.的季度营收约是BALCHEM CORP的1.1倍（$295.4M vs $263.6M），BALCHEM CORP净利率更高（14.9% vs -10.8%，领先25.7%），Enpro Inc.同比增速更快（14.3% vs 9.8%），过去两年Enpro Inc.的营收复合增速更高（7.1% vs 4.9%）
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。
Enpro是总部位于美国的工业技术企业，面向半导体、航空航天、发电、重卡、农业机械、化工处理、浆纸、生命科学等技术密集型领域设计生产专用产品及材料。公司在全球12个国家布局61个核心生产基地，下设密封技术、先进表面技术及工程技术三大业务板块。
BCPC vs NPO — 直观对比
营收规模更大
NPO
是对方的1.1倍
$263.6M
营收增速更快
NPO
高出4.5%
9.8%
净利率更高
BCPC
高出25.7%
-10.8%
两年增速更快
NPO
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $263.6M | $295.4M |
| 净利润 | $39.2M | $-32.0M |
| 毛利率 | 35.6% | 42.1% |
| 营业利润率 | 19.8% | 11.2% |
| 净利率 | 14.9% | -10.8% |
| 营收同比 | 9.8% | 14.3% |
| 净利润同比 | 16.8% | -330.2% |
| 每股收益（稀释后） | $1.21 | $-1.50 |
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BCPCNPO
| Q4 25 | $263.6M | $295.4M | ||
| Q3 25 | $267.6M | $286.6M | ||
| Q2 25 | $255.5M | $288.1M | ||
| Q1 25 | $250.5M | $273.2M | ||
| Q4 24 | $240.0M | $258.4M | ||
| Q3 24 | $239.9M | $260.9M | ||
| Q2 24 | $234.1M | $271.9M | ||
| Q1 24 | $239.7M | $257.5M |
净利润BCPCNPO
| Q4 25 | $39.2M | $-32.0M | ||
| Q3 25 | $40.3M | $21.6M | ||
| Q2 25 | $38.3M | $26.4M | ||
| Q1 25 | $37.1M | $24.5M | ||
| Q4 24 | $33.6M | $13.9M | ||
| Q3 24 | $33.8M | $19.8M | ||
| Q2 24 | $32.1M | $26.7M | ||
| Q1 24 | $29.0M | $12.5M |
毛利率BCPCNPO
| Q4 25 | 35.6% | 42.1% | ||
| Q3 25 | 35.7% | 41.9% | ||
| Q2 25 | 36.4% | 43.3% | ||
| Q1 25 | 35.2% | 43.3% | ||
| Q4 24 | 36.0% | 42.3% | ||
| Q3 24 | 35.6% | 42.3% | ||
| Q2 24 | 35.5% | 43.8% | ||
| Q1 24 | 34.0% | 41.2% |
营业利润率BCPCNPO
| Q4 25 | 19.8% | 11.2% | ||
| Q3 25 | 20.4% | 14.3% | ||
| Q2 25 | 20.1% | 15.9% | ||
| Q1 25 | 20.4% | 15.3% | ||
| Q4 24 | 19.8% | 12.5% | ||
| Q3 24 | 20.0% | 13.1% | ||
| Q2 24 | 19.6% | 17.7% | ||
| Q1 24 | 17.4% | 10.9% |
净利率BCPCNPO
| Q4 25 | 14.9% | -10.8% | ||
| Q3 25 | 15.1% | 7.5% | ||
| Q2 25 | 15.0% | 9.2% | ||
| Q1 25 | 14.8% | 9.0% | ||
| Q4 24 | 14.0% | 5.4% | ||
| Q3 24 | 14.1% | 7.6% | ||
| Q2 24 | 13.7% | 9.8% | ||
| Q1 24 | 12.1% | 4.9% |
每股收益（稀释后）BCPCNPO
| Q4 25 | $1.21 | $-1.50 | ||
| Q3 25 | $1.24 | $1.01 | ||
| Q2 25 | $1.17 | $1.25 | ||
| Q1 25 | $1.13 | $1.15 | ||
| Q4 24 | $1.03 | $0.65 | ||
| Q3 24 | $1.03 | $0.94 | ||
| Q2 24 | $0.98 | $1.27 | ||
| Q1 24 | $0.89 | $0.59 |
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 | $114.7M |
| 总债务越低越好 | — | $655.3M |
| 股东权益账面价值 | $1.3B | $1.5B |
| 总资产 | $1.7B | $2.7B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资BCPCNPO
| Q4 25 | $74.6M | $114.7M | ||
| Q3 25 | $65.1M | $132.9M | ||
| Q2 25 | $65.4M | $107.1M | ||
| Q1 25 | $49.9M | $240.3M | ||
| Q4 24 | $49.5M | $236.3M | ||
| Q3 24 | $73.7M | $206.9M | ||
| Q2 24 | $63.7M | $175.9M | ||
| Q1 24 | $60.3M | $163.9M |
总债务BCPCNPO
| Q4 25 | — | $655.3M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $640.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $644.9M |
股东权益BCPCNPO
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.1B | $1.4B |
总资产BCPCNPO
| Q4 25 | $1.7B | $2.7B | ||
| Q3 25 | $1.7B | $2.4B | ||
| Q2 25 | $1.7B | $2.4B | ||
| Q1 25 | $1.6B | $2.5B | ||
| Q4 24 | $1.6B | $2.5B | ||
| Q3 24 | $1.6B | $2.5B | ||
| Q2 24 | $1.6B | $2.5B | ||
| Q1 24 | $1.6B | $2.5B |
负债/权益比BCPCNPO
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.46× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流BCPCNPO
| Q4 25 | $67.3M | — | ||
| Q3 25 | $65.6M | $65.3M | ||
| Q2 25 | $47.3M | $52.2M | ||
| Q1 25 | $36.5M | $21.0M | ||
| Q4 24 | $52.3M | $59.4M | ||
| Q3 24 | $51.3M | $54.0M | ||
| Q2 24 | $45.0M | $43.2M | ||
| Q1 24 | $33.4M | $6.3M |
自由现金流BCPCNPO
| Q4 25 | — | — | ||
| Q3 25 | — | $53.4M | ||
| Q2 25 | — | $42.3M | ||
| Q1 25 | — | $13.0M | ||
| Q4 24 | — | $49.1M | ||
| Q3 24 | — | $48.3M | ||
| Q2 24 | — | $38.3M | ||
| Q1 24 | — | $-1.9M |
自由现金流率BCPCNPO
| Q4 25 | — | — | ||
| Q3 25 | — | 18.6% | ||
| Q2 25 | — | 14.7% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | — | 19.0% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | — | 14.1% | ||
| Q1 24 | — | -0.7% |
资本支出强度BCPCNPO
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | — | 3.2% |
现金转化率BCPCNPO
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 3.02× | ||
| Q2 25 | 1.23× | 1.98× | ||
| Q1 25 | 0.98× | 0.86× | ||
| Q4 24 | 1.56× | 4.27× | ||
| Q3 24 | 1.52× | 2.73× | ||
| Q2 24 | 1.40× | 1.62× | ||
| Q1 24 | 1.15× | 0.50× |
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% |
NPO
| Sealing Technologies Segment | $187.0M | 63% |
| General Industrial | $71.3M | 24% |
| Power Generation | $19.9M | 7% |
| Oiland Gas Market | $15.0M | 5% |
| Semiconductors | $2.2M | 1% |
