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BALCHEM CORP（BCPC）与LiveRamp Holdings, Inc.（RAMP）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LiveRamp Holdings, Inc.的1.3倍（$270.7M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 14.9%，领先3.9%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs 8.1%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% 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。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
BCPC vs RAMP — 直观对比
营收规模更大
BCPC
是对方的1.3倍
$212.2M
营收增速更快
RAMP
高出0.5%
8.1%
净利率更高
RAMP
高出3.9%
14.9%
两年增速更快
RAMP
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $212.2M |
| 净利润 | $40.3M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 20.5% | 18.6% |
| 净利率 | 14.9% | 18.8% |
| 营收同比 | 8.1% | 8.6% |
| 净利润同比 | 8.7% | 255.7% |
| 每股收益（稀释后） | $1.25 | $0.62 |
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BCPCRAMP
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $212.2M | ||
| Q3 25 | $267.6M | $199.8M | ||
| Q2 25 | $255.5M | $194.8M | ||
| Q1 25 | $250.5M | $188.7M | ||
| Q4 24 | $240.0M | $195.4M | ||
| Q3 24 | $239.9M | $185.5M | ||
| Q2 24 | $234.1M | $176.0M |
净利润BCPCRAMP
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $39.9M | ||
| Q3 25 | $40.3M | $27.4M | ||
| Q2 25 | $38.3M | $7.7M | ||
| Q1 25 | $37.1M | $-6.3M | ||
| Q4 24 | $33.6M | $11.2M | ||
| Q3 24 | $33.8M | $1.7M | ||
| Q2 24 | $32.1M | $-7.5M |
毛利率BCPCRAMP
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 71.9% | ||
| Q3 25 | 35.7% | 70.2% | ||
| Q2 25 | 36.4% | 70.1% | ||
| Q1 25 | 35.2% | 69.3% | ||
| Q4 24 | 36.0% | 71.9% | ||
| Q3 24 | 35.6% | 72.4% | ||
| Q2 24 | 35.5% | 70.6% |
营业利润率BCPCRAMP
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 18.6% | ||
| Q3 25 | 20.4% | 10.7% | ||
| Q2 25 | 20.1% | 3.7% | ||
| Q1 25 | 20.4% | -6.1% | ||
| Q4 24 | 19.8% | 7.5% | ||
| Q3 24 | 20.0% | 4.0% | ||
| Q2 24 | 19.6% | -3.0% |
净利率BCPCRAMP
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 18.8% | ||
| Q3 25 | 15.1% | 13.7% | ||
| Q2 25 | 15.0% | 4.0% | ||
| Q1 25 | 14.8% | -3.3% | ||
| Q4 24 | 14.0% | 5.7% | ||
| Q3 24 | 14.1% | 0.9% | ||
| Q2 24 | 13.7% | -4.3% |
每股收益（稀释后）BCPCRAMP
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.62 | ||
| Q3 25 | $1.24 | $0.42 | ||
| Q2 25 | $1.17 | $0.12 | ||
| Q1 25 | $1.13 | $-0.10 | ||
| Q4 24 | $1.03 | $0.17 | ||
| Q3 24 | $1.03 | $0.03 | ||
| Q2 24 | $0.98 | $-0.11 |
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 | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $962.3M |
| 总资产 | $1.7B | $1.3B |
| 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BCPCRAMP
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $403.4M | ||
| Q3 25 | $65.1M | $376.9M | ||
| Q2 25 | $65.4M | $371.1M | ||
| Q1 25 | $49.9M | $420.8M | ||
| Q4 24 | $49.5M | $384.3M | ||
| Q3 24 | $73.7M | $348.4M | ||
| Q2 24 | $63.7M | $342.7M |
股东权益BCPCRAMP
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $962.3M | ||
| Q3 25 | $1.3B | $943.8M | ||
| Q2 25 | $1.3B | $947.8M | ||
| Q1 25 | $1.2B | $948.9M | ||
| Q4 24 | $1.1B | $957.7M | ||
| Q3 24 | $1.2B | $932.1M | ||
| Q2 24 | $1.1B | $951.9M |
总资产BCPCRAMP
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $1.3B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.6B | $1.2B |
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% | 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 | — | — |
8季度趋势，按日历期对齐
经营现金流BCPCRAMP
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | — | ||
| Q3 25 | $65.6M | $57.4M | ||
| Q2 25 | $47.3M | $-15.8M | ||
| Q1 25 | $36.5M | — | ||
| Q4 24 | $52.3M | $45.1M | ||
| Q3 24 | $51.3M | $55.6M | ||
| Q2 24 | $45.0M | $-9.3M |
自由现金流BCPCRAMP
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | — | $55.4M | ||
| Q2 24 | — | $-9.6M |
自由现金流率BCPCRAMP
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | -5.4% |
资本支出强度BCPCRAMP
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% |
现金转化率BCPCRAMP
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 2.09× | ||
| Q2 25 | 1.23× | -2.04× | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 1.56× | 4.02× | ||
| Q3 24 | 1.52× | 32.10× | ||
| 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
