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BALCHEM CORP（BCPC）与RPC INC（RES）财务数据对比。点击上方公司名可切换其他公司
RPC INC的季度营收约是BALCHEM CORP的1.6倍（$425.8M vs $270.7M），BALCHEM CORP净利率更高（14.9% vs -0.7%，领先15.6%），RPC INC同比增速更快（27.0% vs 8.1%），BALCHEM CORP自由现金流更多（$33.8M vs $31.2M），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs 6.2%）
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。
RPC集团是总部位于英国的企业，曾是欧洲规模最大的塑料包装供应商之一，总部坐落于北安普敦郡的拉什登。该公司此前在伦敦证券交易所上市，2019年被贝瑞全球集团收购，贝瑞全球集团又于2025年被安海斯包装收购。
BCPC vs RES — 直观对比
营收规模更大
RES
是对方的1.6倍
$270.7M
营收增速更快
RES
高出18.9%
8.1%
净利率更高
BCPC
高出15.6%
-0.7%
自由现金流更多
BCPC
多$2.6M
$31.2M
两年增速更快
BCPC
近两年复合增速
6.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $425.8M |
| 净利润 | $40.3M | $-3.1M |
| 毛利率 | — | 21.0% |
| 营业利润率 | 20.5% | -0.9% |
| 净利率 | 14.9% | -0.7% |
| 营收同比 | 8.1% | 27.0% |
| 净利润同比 | 8.7% | -124.0% |
| 每股收益（稀释后） | $1.25 | $-0.02 |
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BCPCRES
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $425.8M | ||
| Q3 25 | $267.6M | $447.1M | ||
| Q2 25 | $255.5M | $420.8M | ||
| Q1 25 | $250.5M | $332.9M | ||
| Q4 24 | $240.0M | $335.4M | ||
| Q3 24 | $239.9M | $337.7M | ||
| Q2 24 | $234.1M | $364.2M |
净利润BCPCRES
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $-3.1M | ||
| Q3 25 | $40.3M | $13.0M | ||
| Q2 25 | $38.3M | $10.1M | ||
| Q1 25 | $37.1M | $12.0M | ||
| Q4 24 | $33.6M | $12.8M | ||
| Q3 24 | $33.8M | $18.8M | ||
| Q2 24 | $32.1M | $32.4M |
毛利率BCPCRES
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 21.0% | ||
| Q3 25 | 35.7% | 25.1% | ||
| Q2 25 | 36.4% | 24.5% | ||
| Q1 25 | 35.2% | 26.7% | ||
| Q4 24 | 36.0% | 25.4% | ||
| Q3 24 | 35.6% | 26.7% | ||
| Q2 24 | 35.5% | 28.0% |
营业利润率BCPCRES
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | -0.9% | ||
| Q3 25 | 20.4% | 4.7% | ||
| Q2 25 | 20.1% | 3.7% | ||
| Q1 25 | 20.4% | 3.7% | ||
| Q4 24 | 19.8% | 3.1% | ||
| Q3 24 | 20.0% | 5.7% | ||
| Q2 24 | 19.6% | 9.7% |
净利率BCPCRES
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | -0.7% | ||
| Q3 25 | 15.1% | 2.9% | ||
| Q2 25 | 15.0% | 2.4% | ||
| Q1 25 | 14.8% | 3.6% | ||
| Q4 24 | 14.0% | 3.8% | ||
| Q3 24 | 14.1% | 5.6% | ||
| Q2 24 | 13.7% | 8.9% |
每股收益（稀释后）BCPCRES
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $-0.02 | ||
| Q3 25 | $1.24 | $0.06 | ||
| Q2 25 | $1.17 | $0.05 | ||
| Q1 25 | $1.13 | $0.06 | ||
| Q4 24 | $1.03 | $0.06 | ||
| Q3 24 | $1.03 | $0.09 | ||
| Q2 24 | $0.98 | $0.15 |
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 | $210.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $1.1B |
| 总资产 | $1.7B | $1.5B |
| 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BCPCRES
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $210.0M | ||
| Q3 25 | $65.1M | $163.5M | ||
| Q2 25 | $65.4M | $162.1M | ||
| Q1 25 | $49.9M | $326.7M | ||
| Q4 24 | $49.5M | $326.0M | ||
| Q3 24 | $73.7M | $276.9M | ||
| Q2 24 | $63.7M | $261.5M |
股东权益BCPCRES
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B |
总资产BCPCRES
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | $1.7B | $1.5B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.6B | $1.3B |
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 | $61.9M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $31.2M |
| 自由现金流率自由现金流/营收 | 12.5% | 7.3% |
| 资本支出强度资本支出/营收 | 2.3% | 7.2% |
| 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 | — | $52.9M |
8季度趋势，按日历期对齐
经营现金流BCPCRES
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $61.9M | ||
| Q3 25 | $65.6M | $46.5M | ||
| Q2 25 | $47.3M | $53.1M | ||
| Q1 25 | $36.5M | $39.9M | ||
| Q4 24 | $52.3M | $94.2M | ||
| Q3 24 | $51.3M | $70.7M | ||
| Q2 24 | $45.0M | $127.9M |
自由现金流BCPCRES
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $31.2M | ||
| Q3 25 | — | $4.1M | ||
| Q2 25 | — | $10.0M | ||
| Q1 25 | — | $7.6M | ||
| Q4 24 | — | $53.7M | ||
| Q3 24 | — | $19.1M | ||
| Q2 24 | — | $52.9M |
自由现金流率BCPCRES
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 7.3% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 16.0% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | — | 14.5% |
资本支出强度BCPCRES
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 7.2% | ||
| Q3 25 | — | 9.5% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | 9.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 15.3% | ||
| Q2 24 | — | 20.6% |
现金转化率BCPCRES
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | — | ||
| Q3 25 | 1.63× | 3.59× | ||
| Q2 25 | 1.23× | 5.23× | ||
| Q1 25 | 0.98× | 3.31× | ||
| Q4 24 | 1.56× | 7.38× | ||
| Q3 24 | 1.52× | 3.76× | ||
| Q2 24 | 1.40× | 3.95× |
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
RES
| Technical Service | $405.2M | 95% |
| Other | $8.8M | 2% |
| Nitrogen | $6.6M | 2% |
