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BALCHEM CORP(BCPC)与Piedmont Realty Trust, Inc.(PDM)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Piedmont Realty Trust, Inc.的1.9倍($270.7M vs $143.3M),BALCHEM CORP净利率更高(14.9% vs -31.4%,领先46.3%),BALCHEM CORP同比增速更快(8.1% vs 0.4%),过去两年BALCHEM CORP的营收复合增速更高(7.5% vs 0.0%)
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。
Piedmont Realty Trust是一家公开上市的房地产投资信托(REIT),主要持有、运营和投资美国高增长大都会区的优质写字楼资产,服务科技、专业服务、医疗等多个行业的企业租户,通过战略资产管理和投资组合优化为利益相关方提供稳定长期回报。
BCPC vs PDM — 直观对比
营收规模更大
BCPC
是对方的1.9倍
$143.3M
营收增速更快
BCPC
高出7.6%
0.4%
净利率更高
BCPC
高出46.3%
-31.4%
两年增速更快
BCPC
近两年复合增速
0.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $270.7M | $143.3M |
| 净利润 | $40.3M | $-45.0M |
| 毛利率 | — | — |
| 营业利润率 | 20.5% | — |
| 净利率 | 14.9% | -31.4% |
| 营收同比 | 8.1% | 0.4% |
| 净利润同比 | 8.7% | -27.9% |
| 每股收益(稀释后) | $1.25 | $-0.10 |
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
BCPC
PDM
| Q1 26 | $270.7M | $143.3M | ||
| Q4 25 | $263.6M | $142.9M | ||
| Q3 25 | $267.6M | $139.2M | ||
| Q2 25 | $255.5M | $140.3M | ||
| Q1 25 | $250.5M | $142.7M | ||
| Q4 24 | $240.0M | $143.2M | ||
| Q3 24 | $239.9M | $139.3M | ||
| Q2 24 | $234.1M | $143.3M |
净利润
BCPC
PDM
| Q1 26 | $40.3M | $-45.0M | ||
| Q4 25 | $39.2M | $-43.2M | ||
| Q3 25 | $40.3M | $-13.5M | ||
| Q2 25 | $38.3M | $-16.8M | ||
| Q1 25 | $37.1M | $-10.1M | ||
| Q4 24 | $33.6M | $-30.0M | ||
| Q3 24 | $33.8M | $-11.5M | ||
| Q2 24 | $32.1M | $-9.8M |
毛利率
BCPC
PDM
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | — | ||
| Q3 25 | 35.7% | — | ||
| Q2 25 | 36.4% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.0% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 35.5% | — |
营业利润率
BCPC
PDM
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 20.4% | — | ||
| Q2 25 | 20.1% | — | ||
| Q1 25 | 20.4% | — | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 20.0% | — | ||
| Q2 24 | 19.6% | — |
净利率
BCPC
PDM
| Q1 26 | 14.9% | -31.4% | ||
| Q4 25 | 14.9% | -30.3% | ||
| Q3 25 | 15.1% | -9.7% | ||
| Q2 25 | 15.0% | -12.0% | ||
| Q1 25 | 14.8% | -7.1% | ||
| Q4 24 | 14.0% | -20.9% | ||
| Q3 24 | 14.1% | -8.3% | ||
| Q2 24 | 13.7% | -6.8% |
每股收益(稀释后)
BCPC
PDM
| Q1 26 | $1.25 | $-0.10 | ||
| Q4 25 | $1.21 | $-0.34 | ||
| Q3 25 | $1.24 | $-0.11 | ||
| Q2 25 | $1.17 | $-0.14 | ||
| Q1 25 | $1.13 | $-0.08 | ||
| Q4 24 | $1.03 | $-0.25 | ||
| Q3 24 | $1.03 | $-0.09 | ||
| Q2 24 | $0.98 | $-0.08 |
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 | $2.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $1.5B |
| 总资产 | $1.7B | $4.0B |
| 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
BCPC
PDM
| Q1 26 | $72.9M | $2.3M | ||
| Q4 25 | $74.6M | $731.0K | ||
| Q3 25 | $65.1M | $3.0M | ||
| Q2 25 | $65.4M | $3.3M | ||
| Q1 25 | $49.9M | $2.9M | ||
| Q4 24 | $49.5M | $109.6M | ||
| Q3 24 | $73.7M | $133.6M | ||
| Q2 24 | $63.7M | $138.5M |
总债务
BCPC
PDM
| Q1 26 | — | — | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.2B |
股东权益
BCPC
PDM
| Q1 26 | $1.3B | $1.5B | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.1B | $1.7B |
总资产
BCPC
PDM
| Q1 26 | $1.7B | $4.0B | ||
| Q4 25 | $1.7B | $4.0B | ||
| Q3 25 | $1.7B | $4.0B | ||
| Q2 25 | $1.7B | $4.0B | ||
| Q1 25 | $1.6B | $4.0B | ||
| Q4 24 | $1.6B | $4.1B | ||
| Q3 24 | $1.6B | $4.1B | ||
| Q2 24 | $1.6B | $4.2B |
负债/权益比
BCPC
PDM
| Q1 26 | — | — | ||
| Q4 25 | — | 1.49× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | — | 1.41× | ||
| Q1 25 | — | 1.40× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 1.36× | ||
| Q2 24 | — | 1.34× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $33.8M | — |
| 自由现金流率自由现金流/营收 | 12.5% | — |
| 资本支出强度资本支出/营收 | 2.3% | 110.3% |
| 现金转化率经营现金流/净利润 | 0.99× | — |
| 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
BCPC
PDM
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $140.6M | ||
| Q3 25 | $65.6M | $35.8M | ||
| Q2 25 | $47.3M | $50.1M | ||
| Q1 25 | $36.5M | $3.7M | ||
| Q4 24 | $52.3M | $198.1M | ||
| Q3 24 | $51.3M | $42.9M | ||
| Q2 24 | $45.0M | $66.8M |
自由现金流
BCPC
PDM
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率
BCPC
PDM
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度
BCPC
PDM
| Q1 26 | 2.3% | 110.3% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率
BCPC
PDM
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | — | ||
| Q2 24 | 1.40× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图