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BALCHEM CORP（BCPC）与OSI SYSTEMS INC（OSIS）财务数据对比。点击上方公司名可切换其他公司
OSI SYSTEMS INC的季度营收约是BALCHEM CORP的1.7倍（$464.1M vs $270.7M），BALCHEM CORP净利率更高（14.9% vs 8.3%，领先6.5%），OSI SYSTEMS INC同比增速更快（10.5% vs 8.1%），OSI SYSTEMS INC自由现金流更多（$55.5M vs $33.8M），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs 7.0%）
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。
OSI系统公司是总部位于美国加利福尼亚州的企业，主营安全检测系统、医疗设备及光电器件三大业务板块，产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等，旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司，全球员工规模约3180人。
BCPC vs OSIS — 直观对比
营收规模更大
OSIS
是对方的1.7倍
$270.7M
营收增速更快
OSIS
高出2.5%
8.1%
净利率更高
BCPC
高出6.5%
8.3%
自由现金流更多
OSIS
多$21.7M
$33.8M
两年增速更快
BCPC
近两年复合增速
7.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $464.1M |
| 净利润 | $40.3M | $38.7M |
| 毛利率 | — | 32.7% |
| 营业利润率 | 20.5% | 12.7% |
| 净利率 | 14.9% | 8.3% |
| 营收同比 | 8.1% | 10.5% |
| 净利润同比 | 8.7% | 2.3% |
| 每股收益（稀释后） | $1.25 | $2.22 |
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BCPCOSIS
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $464.1M | ||
| Q3 25 | $267.6M | $384.6M | ||
| Q2 25 | $255.5M | $505.0M | ||
| Q1 25 | $250.5M | $444.4M | ||
| Q4 24 | $240.0M | $419.8M | ||
| Q3 24 | $239.9M | $344.0M | ||
| Q2 24 | $234.1M | $480.9M |
净利润BCPCOSIS
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $38.7M | ||
| Q3 25 | $40.3M | $20.6M | ||
| Q2 25 | $38.3M | $52.7M | ||
| Q1 25 | $37.1M | $41.1M | ||
| Q4 24 | $33.6M | $37.8M | ||
| Q3 24 | $33.8M | $17.9M | ||
| Q2 24 | $32.1M | $44.7M |
毛利率BCPCOSIS
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 32.7% | ||
| Q3 25 | 35.7% | 32.0% | ||
| Q2 25 | 36.4% | 33.3% | ||
| Q1 25 | 35.2% | 33.8% | ||
| Q4 24 | 36.0% | 35.1% | ||
| Q3 24 | 35.6% | 35.3% | ||
| Q2 24 | 35.5% | 32.1% |
营业利润率BCPCOSIS
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 12.7% | ||
| Q3 25 | 20.4% | 8.6% | ||
| Q2 25 | 20.1% | 14.5% | ||
| Q1 25 | 20.4% | 12.7% | ||
| Q4 24 | 19.8% | 13.8% | ||
| Q3 24 | 20.0% | 8.8% | ||
| Q2 24 | 19.6% | 13.1% |
净利率BCPCOSIS
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 8.3% | ||
| Q3 25 | 15.1% | 5.3% | ||
| Q2 25 | 15.0% | 10.4% | ||
| Q1 25 | 14.8% | 9.3% | ||
| Q4 24 | 14.0% | 9.0% | ||
| Q3 24 | 14.1% | 5.2% | ||
| Q2 24 | 13.7% | 9.3% |
每股收益（稀释后）BCPCOSIS
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $2.22 | ||
| Q3 25 | $1.24 | $1.18 | ||
| Q2 25 | $1.17 | $3.04 | ||
| Q1 25 | $1.13 | $2.40 | ||
| Q4 24 | $1.03 | $2.22 | ||
| Q3 24 | $1.03 | $1.05 | ||
| Q2 24 | $0.98 | $2.57 |
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 | $336.7M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $1.3B | $845.5M |
| 总资产 | $1.7B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资BCPCOSIS
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $336.7M | ||
| Q3 25 | $65.1M | $124.4M | ||
| Q2 25 | $65.4M | $106.4M | ||
| Q1 25 | $49.9M | $95.8M | ||
| Q4 24 | $49.5M | $101.6M | ||
| Q3 24 | $73.7M | $85.1M | ||
| Q2 24 | $63.7M | $95.4M |
总债务BCPCOSIS
| Q1 26 | — | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $442.2M | ||
| Q2 25 | — | $471.6M | ||
| Q1 25 | — | $473.2M | ||
| Q4 24 | — | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M |
股东权益BCPCOSIS
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $845.5M | ||
| Q3 25 | $1.3B | $946.0M | ||
| Q2 25 | $1.3B | $951.1M | ||
| Q1 25 | $1.2B | $879.3M | ||
| Q4 24 | $1.1B | $825.8M | ||
| Q3 24 | $1.2B | $786.5M | ||
| Q2 24 | $1.1B | $863.5M |
总资产BCPCOSIS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $2.5B | ||
| Q3 25 | $1.7B | $2.3B | ||
| Q2 25 | $1.7B | $2.2B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.6B | $2.1B | ||
| Q2 24 | $1.6B | $1.9B |
负债/权益比BCPCOSIS
| Q1 26 | — | — | ||
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.54× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× |
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 | $62.2M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $55.5M |
| 自由现金流率自由现金流/营收 | 12.5% | 12.0% |
| 资本支出强度资本支出/营收 | 2.3% | 1.4% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.61× |
| 过去12个月自由现金流最近4个季度 | — | $137.2M |
8季度趋势，按日历期对齐
经营现金流BCPCOSIS
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $62.2M | ||
| Q3 25 | $65.6M | $17.1M | ||
| Q2 25 | $47.3M | $562.0K | ||
| Q1 25 | $36.5M | $81.6M | ||
| Q4 24 | $52.3M | $52.5M | ||
| Q3 24 | $51.3M | $-37.2M | ||
| Q2 24 | $45.0M | $-29.0M |
自由现金流BCPCOSIS
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $55.5M | ||
| Q3 25 | — | $10.1M | ||
| Q2 25 | — | $-5.6M | ||
| Q1 25 | — | $77.1M | ||
| Q4 24 | — | $47.1M | ||
| Q3 24 | — | $-44.9M | ||
| Q2 24 | — | $-37.5M |
自由现金流率BCPCOSIS
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | -1.1% | ||
| Q1 25 | — | 17.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | -13.0% | ||
| Q2 24 | — | -7.8% |
资本支出强度BCPCOSIS
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 1.8% |
现金转化率BCPCOSIS
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 1.61× | ||
| Q3 25 | 1.63× | 0.83× | ||
| Q2 25 | 1.23× | 0.01× | ||
| Q1 25 | 0.98× | 1.98× | ||
| Q4 24 | 1.56× | 1.39× | ||
| Q3 24 | 1.52× | -2.07× | ||
| Q2 24 | 1.40× | -0.65× |
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
暂无分部数据
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
