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BALCHEM CORP（BCPC）与Ribbon Communications Inc.（RBBN）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Ribbon Communications Inc.的1.7倍（$270.7M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 14.9%，领先39.9%），BALCHEM CORP同比增速更快（8.1% vs -10.3%），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
BCPC vs RBBN — 直观对比
营收规模更大
BCPC
是对方的1.7倍
$162.6M
营收增速更快
BCPC
高出18.4%
-10.3%
净利率更高
RBBN
高出39.9%
14.9%
两年增速更快
BCPC
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $162.6M |
| 净利润 | $40.3M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 20.5% | 37.6% |
| 净利率 | 14.9% | 54.8% |
| 营收同比 | 8.1% | -10.3% |
| 净利润同比 | 8.7% | — |
| 每股收益（稀释后） | $1.25 | $0.50 |
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BCPCRBBN
| Q1 26 | $270.7M | $162.6M | ||
| Q4 25 | $263.6M | $227.3M | ||
| Q3 25 | $267.6M | $215.4M | ||
| Q2 25 | $255.5M | $220.6M | ||
| Q1 25 | $250.5M | $181.3M | ||
| Q4 24 | $240.0M | $251.4M | ||
| Q3 24 | $239.9M | $210.2M | ||
| Q2 24 | $234.1M | $192.6M |
净利润BCPCRBBN
| Q1 26 | $40.3M | $89.1M | ||
| Q4 25 | $39.2M | — | ||
| Q3 25 | $40.3M | $-12.1M | ||
| Q2 25 | $38.3M | $-11.1M | ||
| Q1 25 | $37.1M | $-26.2M | ||
| Q4 24 | $33.6M | — | ||
| Q3 24 | $33.8M | $-13.4M | ||
| Q2 24 | $32.1M | $-16.8M |
毛利率BCPCRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 35.6% | 53.3% | ||
| Q3 25 | 35.7% | 50.1% | ||
| Q2 25 | 36.4% | 49.6% | ||
| Q1 25 | 35.2% | 45.4% | ||
| Q4 24 | 36.0% | 55.7% | ||
| Q3 24 | 35.6% | 52.1% | ||
| Q2 24 | 35.5% | 50.8% |
营业利润率BCPCRBBN
| Q1 26 | 20.5% | 37.6% | ||
| Q4 25 | 19.8% | 4.1% | ||
| Q3 25 | 20.4% | 1.3% | ||
| Q2 25 | 20.1% | 1.9% | ||
| Q1 25 | 20.4% | -10.8% | ||
| Q4 24 | 19.8% | 13.2% | ||
| Q3 24 | 20.0% | -0.4% | ||
| Q2 24 | 19.6% | -1.0% |
净利率BCPCRBBN
| Q1 26 | 14.9% | 54.8% | ||
| Q4 25 | 14.9% | — | ||
| Q3 25 | 15.1% | -5.6% | ||
| Q2 25 | 15.0% | -5.0% | ||
| Q1 25 | 14.8% | -14.5% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 14.1% | -6.4% | ||
| Q2 24 | 13.7% | -8.7% |
每股收益（稀释后）BCPCRBBN
| Q1 26 | $1.25 | $0.50 | ||
| Q4 25 | $1.21 | $0.50 | ||
| Q3 25 | $1.24 | $-0.07 | ||
| Q2 25 | $1.17 | $-0.06 | ||
| Q1 25 | $1.13 | $-0.15 | ||
| Q4 24 | $1.03 | $0.05 | ||
| Q3 24 | $1.03 | $-0.08 | ||
| Q2 24 | $0.98 | $-0.10 |
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 | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $419.1M |
| 总资产 | $1.7B | — |
| 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BCPCRBBN
| Q1 26 | $72.9M | $67.6M | ||
| Q4 25 | $74.6M | $96.4M | ||
| Q3 25 | $65.1M | $74.8M | ||
| Q2 25 | $65.4M | $60.5M | ||
| Q1 25 | $49.9M | $71.2M | ||
| Q4 24 | $49.5M | $87.8M | ||
| Q3 24 | $73.7M | $37.2M | ||
| Q2 24 | $63.7M | $64.6M |
总债务BCPCRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益BCPCRBBN
| Q1 26 | $1.3B | $419.1M | ||
| Q4 25 | $1.3B | $449.0M | ||
| Q3 25 | $1.3B | $360.1M | ||
| Q2 25 | $1.3B | $370.4M | ||
| Q1 25 | $1.2B | $381.8M | ||
| Q4 24 | $1.1B | $404.6M | ||
| Q3 24 | $1.2B | $395.5M | ||
| Q2 24 | $1.1B | $405.0M |
总资产BCPCRBBN
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $1.2B | ||
| Q3 25 | $1.7B | $1.1B | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $1.6B | $1.1B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.6B | $1.1B |
负债/权益比BCPCRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.86× |
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% | — |
| 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BCPCRBBN
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $29.2M | ||
| Q3 25 | $65.6M | $26.5M | ||
| Q2 25 | $47.3M | $-795.0K | ||
| Q1 25 | $36.5M | $-3.5M | ||
| Q4 24 | $52.3M | $61.8M | ||
| Q3 24 | $51.3M | $-14.8M | ||
| Q2 24 | $45.0M | $-9.8M |
自由现金流BCPCRBBN
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $27.3M | ||
| Q3 25 | — | $21.0M | ||
| Q2 25 | — | $-6.5M | ||
| Q1 25 | — | $-15.7M | ||
| Q4 24 | — | $53.8M | ||
| Q3 24 | — | $-23.7M | ||
| Q2 24 | — | $-12.9M |
自由现金流率BCPCRBBN
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 9.7% | ||
| Q2 25 | — | -2.9% | ||
| Q1 25 | — | -8.7% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | -11.3% | ||
| Q2 24 | — | -6.7% |
资本支出强度BCPCRBBN
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 4.2% | ||
| Q2 24 | — | 1.6% |
现金转化率BCPCRBBN
| 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
业务分部营收拆解
BCPC
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
