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BALCHEM CORP（BCPC）与OLIN Corp（OLN）财务数据对比。点击上方公司名可切换其他公司
OLIN Corp的季度营收约是BALCHEM CORP的6.3倍（$1.7B vs $263.6M）。BALCHEM CORP净利率更高（14.9% vs -8.6%，领先23.5%）。BALCHEM CORP同比增速更快（9.8% vs -0.4%）。过去两年BALCHEM CORP的营收复合增速更高（4.9% vs 0.9%）
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。
奥林公司是美国知名制造企业，主营弹药、氯气及氢氧化钠产品。其历史可追溯至1892年成立的两家企业：富兰克林·W·奥林创立的公平火药公司，以及马西森碱业公司。过往奥林旗下化工厂曾发生安全事故，对员工及周边居民健康造成风险。
BCPC vs OLN — 直观对比
营收规模更大
OLN
是对方的6.3倍
$263.6M
营收增速更快
BCPC
高出10.2%
-0.4%
净利率更高
BCPC
高出23.5%
-8.6%
两年增速更快
BCPC
近两年复合增速
0.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $263.6M | $1.7B |
| 净利润 | $39.2M | $-143.2M |
| 毛利率 | 35.6% | 1.9% |
| 营业利润率 | 19.8% | -9.4% |
| 净利率 | 14.9% | -8.6% |
| 营收同比 | 9.8% | -0.4% |
| 净利润同比 | 16.8% | -1517.8% |
| 每股收益（稀释后） | $1.21 | $-1.25 |
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BCPCOLN
| Q4 25 | $263.6M | $1.7B | ||
| Q3 25 | $267.6M | $1.7B | ||
| Q2 25 | $255.5M | $1.8B | ||
| Q1 25 | $250.5M | $1.6B | ||
| Q4 24 | $240.0M | $1.7B | ||
| Q3 24 | $239.9M | $1.6B | ||
| Q2 24 | $234.1M | $1.6B | ||
| Q1 24 | $239.7M | $1.6B |
净利润BCPCOLN
| Q4 25 | $39.2M | $-143.2M | ||
| Q3 25 | $40.3M | $43.7M | ||
| Q2 25 | $38.3M | $-2.8M | ||
| Q1 25 | $37.1M | $1.2M | ||
| Q4 24 | $33.6M | $10.1M | ||
| Q3 24 | $33.8M | $-25.2M | ||
| Q2 24 | $32.1M | $72.3M | ||
| Q1 24 | $29.0M | $47.8M |
毛利率BCPCOLN
| Q4 25 | 35.6% | 1.9% | ||
| Q3 25 | 35.7% | 10.7% | ||
| Q2 25 | 36.4% | 7.9% | ||
| Q1 25 | 35.2% | 9.0% | ||
| Q4 24 | 36.0% | 9.4% | ||
| Q3 24 | 35.6% | 8.5% | ||
| Q2 24 | 35.5% | 14.5% | ||
| Q1 24 | 34.0% | 12.7% |
营业利润率BCPCOLN
| Q4 25 | 19.8% | -9.4% | ||
| Q3 25 | 20.4% | 4.8% | ||
| Q2 25 | 20.1% | 2.0% | ||
| Q1 25 | 20.4% | 2.7% | ||
| Q4 24 | 19.8% | 2.8% | ||
| Q3 24 | 20.0% | 1.0% | ||
| Q2 24 | 19.6% | 8.3% | ||
| Q1 24 | 17.4% | 5.9% |
净利率BCPCOLN
| Q4 25 | 14.9% | -8.6% | ||
| Q3 25 | 15.1% | 2.6% | ||
| Q2 25 | 15.0% | -0.2% | ||
| Q1 25 | 14.8% | 0.1% | ||
| Q4 24 | 14.0% | 0.6% | ||
| Q3 24 | 14.1% | -1.6% | ||
| Q2 24 | 13.7% | 4.4% | ||
| Q1 24 | 12.1% | 2.9% |
每股收益（稀释后）BCPCOLN
| Q4 25 | $1.21 | $-1.25 | ||
| Q3 25 | $1.24 | $0.37 | ||
| Q2 25 | $1.17 | $-0.01 | ||
| Q1 25 | $1.13 | $0.01 | ||
| Q4 24 | $1.03 | $0.10 | ||
| Q3 24 | $1.03 | $-0.21 | ||
| Q2 24 | $0.98 | $0.62 | ||
| Q1 24 | $0.89 | $0.40 |
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 | $167.6M |
| 总债务越低越好 | — | $2.8B |
| 股东权益账面价值 | $1.3B | $1.8B |
| 总资产 | $1.7B | $7.3B |
| 负债/权益比越低杠杆越低 | — | 1.55× |
8季度趋势，按日历期对齐
现金及短期投资BCPCOLN
| Q4 25 | $74.6M | $167.6M | ||
| Q3 25 | $65.1M | — | ||
| Q2 25 | $65.4M | — | ||
| Q1 25 | $49.9M | — | ||
| Q4 24 | $49.5M | $175.6M | ||
| Q3 24 | $73.7M | — | ||
| Q2 24 | $63.7M | — | ||
| Q1 24 | $60.3M | — |
总债务BCPCOLN
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.7B |
股东权益BCPCOLN
| Q4 25 | $1.3B | $1.8B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.2B | $2.0B | ||
| Q4 24 | $1.1B | $2.0B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.1B | $2.1B | ||
| Q1 24 | $1.1B | $2.2B |
总资产BCPCOLN
| Q4 25 | $1.7B | $7.3B | ||
| Q3 25 | $1.7B | $7.6B | ||
| Q2 25 | $1.7B | $7.7B | ||
| Q1 25 | $1.6B | $7.7B | ||
| Q4 24 | $1.6B | $7.6B | ||
| Q3 24 | $1.6B | $7.5B | ||
| Q2 24 | $1.6B | $7.7B | ||
| Q1 24 | $1.6B | $7.6B |
负债/权益比BCPCOLN
| Q4 25 | — | 1.55× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | — | 1.50× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | — | 1.34× | ||
| Q2 24 | — | 1.31× | ||
| Q1 24 | — | 1.24× |
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 | $321.2M |
| 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 | — | — |
| 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BCPCOLN
| Q4 25 | $67.3M | $321.2M | ||
| Q3 25 | $65.6M | $26.7M | ||
| Q2 25 | $47.3M | $212.3M | ||
| Q1 25 | $36.5M | $-86.0M | ||
| Q4 24 | $52.3M | $141.7M | ||
| Q3 24 | $51.3M | $189.9M | ||
| Q2 24 | $45.0M | $90.6M | ||
| Q1 24 | $33.4M | $81.0M |
自由现金流BCPCOLN
| Q4 25 | — | — | ||
| Q3 25 | — | $-44.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $-147.4M | ||
| Q4 24 | — | $90.7M | ||
| Q3 24 | — | $146.6M | ||
| Q2 24 | — | $34.1M | ||
| Q1 24 | — | $36.7M |
自由现金流率BCPCOLN
| Q4 25 | — | — | ||
| Q3 25 | — | -2.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -9.0% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | — | 9.2% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 2.2% |
资本支出强度BCPCOLN
| Q4 25 | — | — | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | 2.7% |
现金转化率BCPCOLN
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 0.61× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 0.98× | -71.67× | ||
| Q4 24 | 1.56× | 14.03× | ||
| Q3 24 | 1.52× | — | ||
| Q2 24 | 1.40× | 1.25× | ||
| Q1 24 | 1.15× | 1.69× |
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% |
OLN
| Chlorinechlorinederivativesandothercoproducts | $456.2M | 27% |
| Causticsoda | $400.2M | 24% |
| Militaryandlawenforcement | $304.6M | 18% |
| Epoxyresins | $194.9M | 12% |
| Aromaticsandallylics | $164.4M | 10% |
| Commercial | $144.8M | 9% |
