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BALCHEM CORP（BCPC）与Palomar Holdings, Inc.（PLMR）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Palomar Holdings, Inc.的1.1倍（$270.7M vs $253.4M），Palomar Holdings, Inc.同比增速更快（62.7% vs 8.1%），Palomar Holdings, Inc.自由现金流更多（$409.0M vs $33.8M），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% vs 7.5%）
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。
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
BCPC vs PLMR — 直观对比
营收规模更大
BCPC
是对方的1.1倍
$253.4M
营收增速更快
PLMR
高出54.6%
8.1%
自由现金流更多
PLMR
多$375.1M
$33.8M
两年增速更快
PLMR
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $253.4M |
| 净利润 | $40.3M | — |
| 毛利率 | — | — |
| 营业利润率 | 20.5% | 28.7% |
| 净利率 | 14.9% | — |
| 营收同比 | 8.1% | 62.7% |
| 净利润同比 | 8.7% | — |
| 每股收益（稀释后） | $1.25 | $2.05 |
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BCPCPLMR
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $253.4M | ||
| Q3 25 | $267.6M | $244.7M | ||
| Q2 25 | $255.5M | $203.3M | ||
| Q1 25 | $250.5M | $174.6M | ||
| Q4 24 | $240.0M | $155.8M | ||
| Q3 24 | $239.9M | $148.5M | ||
| Q2 24 | $234.1M | $131.1M |
净利润BCPCPLMR
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $51.5M | ||
| Q2 25 | $38.3M | $46.5M | ||
| Q1 25 | $37.1M | $42.9M | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $33.8M | $30.5M | ||
| Q2 24 | $32.1M | $25.7M |
毛利率BCPCPLMR
| 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BCPCPLMR
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 28.7% | ||
| Q3 25 | 20.4% | 27.4% | ||
| Q2 25 | 20.1% | 29.5% | ||
| Q1 25 | 20.4% | 30.8% | ||
| Q4 24 | 19.8% | 28.9% | ||
| Q3 24 | 20.0% | 25.9% | ||
| Q2 24 | 19.6% | 25.5% |
净利率BCPCPLMR
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | 21.0% | ||
| Q2 25 | 15.0% | 22.9% | ||
| Q1 25 | 14.8% | 24.6% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 14.1% | 20.5% | ||
| Q2 24 | 13.7% | 19.6% |
每股收益（稀释后）BCPCPLMR
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $2.05 | ||
| Q3 25 | $1.24 | $1.87 | ||
| Q2 25 | $1.17 | $1.68 | ||
| Q1 25 | $1.13 | $1.57 | ||
| Q4 24 | $1.03 | $1.29 | ||
| Q3 24 | $1.03 | $1.15 | ||
| Q2 24 | $0.98 | $1.00 |
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 | $106.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $942.7M |
| 总资产 | $1.7B | $3.1B |
| 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BCPCPLMR
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $106.9M | ||
| Q3 25 | $65.1M | $111.7M | ||
| Q2 25 | $65.4M | $81.3M | ||
| Q1 25 | $49.9M | $119.3M | ||
| Q4 24 | $49.5M | $80.4M | ||
| Q3 24 | $73.7M | $86.5M | ||
| Q2 24 | $63.7M | $47.8M |
股东权益BCPCPLMR
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $942.7M | ||
| Q3 25 | $1.3B | $878.1M | ||
| Q2 25 | $1.3B | $847.2M | ||
| Q1 25 | $1.2B | $790.4M | ||
| Q4 24 | $1.1B | $729.0M | ||
| Q3 24 | $1.2B | $703.3M | ||
| Q2 24 | $1.1B | $532.6M |
总资产BCPCPLMR
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $3.1B | ||
| Q3 25 | $1.7B | $2.9B | ||
| Q2 25 | $1.7B | $2.8B | ||
| Q1 25 | $1.6B | $2.4B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.6B | $2.3B | ||
| Q2 24 | $1.6B | $2.0B |
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 | $409.1M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $409.0M |
| 自由现金流率自由现金流/营收 | 12.5% | 161.4% |
| 资本支出强度资本支出/营收 | 2.3% | 0.1% |
| 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 | — | $700.6M |
8季度趋势，按日历期对齐
经营现金流BCPCPLMR
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $409.1M | ||
| Q3 25 | $65.6M | $83.6M | ||
| Q2 25 | $47.3M | $120.9M | ||
| Q1 25 | $36.5M | $87.2M | ||
| Q4 24 | $52.3M | $261.2M | ||
| Q3 24 | $51.3M | $100.3M | ||
| Q2 24 | $45.0M | $55.1M |
自由现金流BCPCPLMR
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $409.0M | ||
| Q3 25 | — | $83.6M | ||
| Q2 25 | — | $120.8M | ||
| Q1 25 | — | $87.1M | ||
| Q4 24 | — | $260.9M | ||
| Q3 24 | — | $100.1M | ||
| Q2 24 | — | — |
自由现金流率BCPCPLMR
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 161.4% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 59.4% | ||
| Q1 25 | — | 49.9% | ||
| Q4 24 | — | 167.5% | ||
| Q3 24 | — | 67.4% | ||
| Q2 24 | — | — |
资本支出强度BCPCPLMR
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.0% |
现金转化率BCPCPLMR
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 1.63× | ||
| Q2 25 | 1.23× | 2.60× | ||
| Q1 25 | 0.98× | 2.03× | ||
| Q4 24 | 1.56× | — | ||
| Q3 24 | 1.52× | 3.29× | ||
| Q2 24 | 1.40× | 2.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
