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BALCHEM CORP（BCPC）与National Storage Affiliates Trust（NSA）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National Storage Affiliates Trust的1.4倍（$270.7M vs $187.0M），BALCHEM CORP净利率更高（14.9% vs 12.2%，领先2.6%），BALCHEM CORP同比增速更快（8.1% vs -1.6%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $33.8M），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs -2.4%）
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。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
BCPC vs NSA — 直观对比
营收规模更大
BCPC
是对方的1.4倍
$187.0M
营收增速更快
BCPC
高出9.7%
-1.6%
净利率更高
BCPC
高出2.6%
12.2%
自由现金流更多
NSA
多$266.0M
$33.8M
两年增速更快
BCPC
近两年复合增速
-2.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $187.0M |
| 净利润 | $40.3M | $22.9M |
| 毛利率 | — | 72.5% |
| 营业利润率 | 20.5% | 20.2% |
| 净利率 | 14.9% | 12.2% |
| 营收同比 | 8.1% | -1.6% |
| 净利润同比 | 8.7% | 36.8% |
| 每股收益（稀释后） | $1.25 | $0.23 |
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BCPCNSA
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $187.0M | ||
| Q3 25 | $267.6M | $188.7M | ||
| Q2 25 | $255.5M | $188.8M | ||
| Q1 25 | $250.5M | $188.4M | ||
| Q4 24 | $240.0M | $190.1M | ||
| Q3 24 | $239.9M | $193.6M | ||
| Q2 24 | $234.1M | $190.4M |
净利润BCPCNSA
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $22.9M | ||
| Q3 25 | $40.3M | $18.4M | ||
| Q2 25 | $38.3M | $19.5M | ||
| Q1 25 | $37.1M | $13.0M | ||
| Q4 24 | $33.6M | $16.7M | ||
| Q3 24 | $33.8M | $18.7M | ||
| Q2 24 | $32.1M | $17.1M |
毛利率BCPCNSA
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 72.5% | ||
| Q3 25 | 35.7% | 70.7% | ||
| Q2 25 | 36.4% | 70.5% | ||
| Q1 25 | 35.2% | 70.7% | ||
| Q4 24 | 36.0% | 72.5% | ||
| Q3 24 | 35.6% | 72.8% | ||
| Q2 24 | 35.5% | 72.6% |
营业利润率BCPCNSA
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 20.2% | ||
| Q3 25 | 20.4% | 15.8% | ||
| Q2 25 | 20.1% | 16.5% | ||
| Q1 25 | 20.4% | 11.0% | ||
| Q4 24 | 19.8% | 14.5% | ||
| Q3 24 | 20.0% | 15.8% | ||
| Q2 24 | 19.6% | 17.2% |
净利率BCPCNSA
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 12.2% | ||
| Q3 25 | 15.1% | 9.8% | ||
| Q2 25 | 15.0% | 10.3% | ||
| Q1 25 | 14.8% | 6.9% | ||
| Q4 24 | 14.0% | 8.8% | ||
| Q3 24 | 14.1% | 9.7% | ||
| Q2 24 | 13.7% | 9.0% |
每股收益（稀释后）BCPCNSA
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.23 | ||
| Q3 25 | $1.24 | $0.17 | ||
| Q2 25 | $1.17 | $0.19 | ||
| Q1 25 | $1.13 | $0.10 | ||
| Q4 24 | $1.03 | $0.19 | ||
| Q3 24 | $1.03 | $0.18 | ||
| 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 | $23.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $946.0M |
| 总资产 | $1.7B | $5.1B |
| 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BCPCNSA
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $23.3M | ||
| Q3 25 | $65.1M | $26.3M | ||
| Q2 25 | $65.4M | $26.1M | ||
| Q1 25 | $49.9M | $19.3M | ||
| Q4 24 | $49.5M | $50.4M | ||
| Q3 24 | $73.7M | $69.9M | ||
| Q2 24 | $63.7M | $59.0M |
股东权益BCPCNSA
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $946.0M | ||
| Q3 25 | $1.3B | $973.1M | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.2B | $986.9M | ||
| Q2 24 | $1.1B | $1.2B |
总资产BCPCNSA
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $5.1B | ||
| Q3 25 | $1.7B | $5.1B | ||
| Q2 25 | $1.7B | $5.2B | ||
| Q1 25 | $1.6B | $5.3B | ||
| Q4 24 | $1.6B | $5.4B | ||
| Q3 24 | $1.6B | $5.4B | ||
| Q2 24 | $1.6B | $5.3B |
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 | $338.5M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $299.8M |
| 自由现金流率自由现金流/营收 | 12.5% | 160.3% |
| 资本支出强度资本支出/营收 | 2.3% | 20.7% |
| 现金转化率经营现金流/净利润 | 0.99× | 14.79× |
| 过去12个月自由现金流最近4个季度 | — | $541.5M |
8季度趋势，按日历期对齐
经营现金流BCPCNSA
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $338.5M | ||
| Q3 25 | $65.6M | $100.2M | ||
| Q2 25 | $47.3M | $79.9M | ||
| Q1 25 | $36.5M | $85.6M | ||
| Q4 24 | $52.3M | $363.1M | ||
| Q3 24 | $51.3M | $105.7M | ||
| Q2 24 | $45.0M | $83.2M |
自由现金流BCPCNSA
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $299.8M | ||
| Q3 25 | — | $88.0M | ||
| Q2 25 | — | $73.8M | ||
| Q1 25 | — | $79.9M | ||
| Q4 24 | — | $344.4M | ||
| Q3 24 | — | $101.8M | ||
| Q2 24 | — | $79.5M |
自由现金流率BCPCNSA
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 160.3% | ||
| Q3 25 | — | 46.6% | ||
| Q2 25 | — | 39.1% | ||
| Q1 25 | — | 42.4% | ||
| Q4 24 | — | 181.2% | ||
| Q3 24 | — | 52.6% | ||
| Q2 24 | — | 41.7% |
资本支出强度BCPCNSA
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 20.7% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 1.9% |
现金转化率BCPCNSA
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 14.79× | ||
| Q3 25 | 1.63× | 5.44× | ||
| Q2 25 | 1.23× | 4.10× | ||
| Q1 25 | 0.98× | 6.59× | ||
| Q4 24 | 1.56× | 21.70× | ||
| Q3 24 | 1.52× | 5.65× | ||
| Q2 24 | 1.40× | 4.88× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
