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BALCHEM CORP（BCPC）与PREFORMED LINE PRODUCTS CO（PLPC）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PREFORMED LINE PRODUCTS CO的1.6倍（$270.7M vs $173.1M），BALCHEM CORP净利率更高（14.9% vs 4.9%，领先10.0%），BALCHEM CORP同比增速更快（8.1% vs 3.6%），BALCHEM CORP自由现金流更多（$33.8M vs $11.8M），过去两年PREFORMED LINE PRODUCTS CO的营收复合增速更高（10.8% 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。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
BCPC vs PLPC — 直观对比
营收规模更大
BCPC
是对方的1.6倍
$173.1M
营收增速更快
BCPC
高出4.5%
3.6%
净利率更高
BCPC
高出10.0%
4.9%
自由现金流更多
BCPC
多$22.1M
$11.8M
两年增速更快
PLPC
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $173.1M |
| 净利润 | $40.3M | $8.4M |
| 毛利率 | — | 29.8% |
| 营业利润率 | 20.5% | 6.8% |
| 净利率 | 14.9% | 4.9% |
| 营收同比 | 8.1% | 3.6% |
| 净利润同比 | 8.7% | -19.3% |
| 每股收益（稀释后） | $1.25 | $1.72 |
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BCPCPLPC
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $173.1M | ||
| Q3 25 | $267.6M | $178.1M | ||
| Q2 25 | $255.5M | $169.6M | ||
| Q1 25 | $250.5M | $148.5M | ||
| Q4 24 | $240.0M | $167.1M | ||
| Q3 24 | $239.9M | $147.0M | ||
| Q2 24 | $234.1M | $138.7M |
净利润BCPCPLPC
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $8.4M | ||
| Q3 25 | $40.3M | $2.6M | ||
| Q2 25 | $38.3M | $12.7M | ||
| Q1 25 | $37.1M | $11.5M | ||
| Q4 24 | $33.6M | $10.5M | ||
| Q3 24 | $33.8M | $7.7M | ||
| Q2 24 | $32.1M | $9.4M |
毛利率BCPCPLPC
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 29.8% | ||
| Q3 25 | 35.7% | 29.7% | ||
| Q2 25 | 36.4% | 32.7% | ||
| Q1 25 | 35.2% | 32.8% | ||
| Q4 24 | 36.0% | 33.3% | ||
| Q3 24 | 35.6% | 31.1% | ||
| Q2 24 | 35.5% | 31.9% |
营业利润率BCPCPLPC
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 6.8% | ||
| Q3 25 | 20.4% | 7.4% | ||
| Q2 25 | 20.1% | 10.1% | ||
| Q1 25 | 20.4% | 8.8% | ||
| Q4 24 | 19.8% | 10.5% | ||
| Q3 24 | 20.0% | 7.1% | ||
| Q2 24 | 19.6% | 8.1% |
净利率BCPCPLPC
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 4.9% | ||
| Q3 25 | 15.1% | 1.5% | ||
| Q2 25 | 15.0% | 7.5% | ||
| Q1 25 | 14.8% | 7.8% | ||
| Q4 24 | 14.0% | 6.3% | ||
| Q3 24 | 14.1% | 5.2% | ||
| Q2 24 | 13.7% | 6.8% |
每股收益（稀释后）BCPCPLPC
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $1.72 | ||
| Q3 25 | $1.24 | $0.53 | ||
| Q2 25 | $1.17 | $2.56 | ||
| Q1 25 | $1.13 | $2.33 | ||
| Q4 24 | $1.03 | $2.13 | ||
| Q3 24 | $1.03 | $1.54 | ||
| Q2 24 | $0.98 | $1.89 |
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 | — |
| 总债务越低越好 | — | $38.3M |
| 股东权益账面价值 | $1.3B | $475.5M |
| 总资产 | $1.7B | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资BCPCPLPC
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | — | ||
| Q2 25 | $65.4M | — | ||
| Q1 25 | $49.9M | — | ||
| Q4 24 | $49.5M | — | ||
| Q3 24 | $73.7M | — | ||
| Q2 24 | $63.7M | — |
总债务BCPCPLPC
| Q1 26 | — | — | ||
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M |
股东权益BCPCPLPC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $475.5M | ||
| Q3 25 | $1.3B | $466.3M | ||
| Q2 25 | $1.3B | $460.7M | ||
| Q1 25 | $1.2B | $435.8M | ||
| Q4 24 | $1.1B | $422.3M | ||
| Q3 24 | $1.2B | $429.0M | ||
| Q2 24 | $1.1B | $416.2M |
总资产BCPCPLPC
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $653.6M | ||
| Q3 25 | $1.7B | $644.6M | ||
| Q2 25 | $1.7B | $631.5M | ||
| Q1 25 | $1.6B | $592.5M | ||
| Q4 24 | $1.6B | $573.9M | ||
| Q3 24 | $1.6B | $592.0M | ||
| Q2 24 | $1.6B | $572.6M |
负债/权益比BCPCPLPC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× |
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 | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $11.8M |
| 自由现金流率自由现金流/营收 | 12.5% | 6.8% |
| 资本支出强度资本支出/营收 | 2.3% | 5.9% |
| 现金转化率经营现金流/净利润 | 0.99× | 2.60× |
| 过去12个月自由现金流最近4个季度 | — | $33.3M |
8季度趋势，按日历期对齐
经营现金流BCPCPLPC
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $21.9M | ||
| Q3 25 | $65.6M | $18.9M | ||
| Q2 25 | $47.3M | $26.9M | ||
| Q1 25 | $36.5M | $5.7M | ||
| Q4 24 | $52.3M | $24.1M | ||
| Q3 24 | $51.3M | $9.4M | ||
| Q2 24 | $45.0M | $28.3M |
自由现金流BCPCPLPC
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $11.8M | ||
| Q3 25 | — | $8.3M | ||
| Q2 25 | — | $18.6M | ||
| Q1 25 | — | $-5.3M | ||
| Q4 24 | — | $20.6M | ||
| Q3 24 | — | $5.8M | ||
| Q2 24 | — | $24.6M |
自由现金流率BCPCPLPC
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 10.9% | ||
| Q1 25 | — | -3.6% | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | — | 3.9% | ||
| Q2 24 | — | 17.7% |
资本支出强度BCPCPLPC
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 5.9% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 2.7% |
现金转化率BCPCPLPC
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 2.60× | ||
| Q3 25 | 1.63× | 7.21× | ||
| Q2 25 | 1.23× | 2.12× | ||
| Q1 25 | 0.98× | 0.49× | ||
| Q4 24 | 1.56× | 2.30× | ||
| Q3 24 | 1.52× | 1.22× | ||
| Q2 24 | 1.40× | 3.02× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
