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BALCHEM CORP（BCPC）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
ROYAL GOLD INC的季度营收约是BALCHEM CORP的1.4倍（$375.3M vs $270.7M），ROYAL GOLD INC净利率更高（24.9% vs 14.9%，领先10.1%），ROYAL GOLD INC同比增速更快（85.3% vs 8.1%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% 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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
BCPC vs RGLD — 直观对比
营收规模更大
RGLD
是对方的1.4倍
$270.7M
营收增速更快
RGLD
高出77.2%
8.1%
净利率更高
RGLD
高出10.1%
14.9%
两年增速更快
RGLD
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $375.3M |
| 净利润 | $40.3M | $93.6M |
| 毛利率 | — | 64.6% |
| 营业利润率 | 20.5% | 56.2% |
| 净利率 | 14.9% | 24.9% |
| 营收同比 | 8.1% | 85.3% |
| 净利润同比 | 8.7% | -12.8% |
| 每股收益（稀释后） | $1.25 | $1.04 |
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BCPCRGLD
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $375.3M | ||
| Q3 25 | $267.6M | $252.1M | ||
| Q2 25 | $255.5M | $209.6M | ||
| Q1 25 | $250.5M | $193.4M | ||
| Q4 24 | $240.0M | $202.6M | ||
| Q3 24 | $239.9M | $193.8M | ||
| Q2 24 | $234.1M | $174.1M |
净利润BCPCRGLD
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $93.6M | ||
| Q3 25 | $40.3M | $126.8M | ||
| Q2 25 | $38.3M | $132.3M | ||
| Q1 25 | $37.1M | $113.5M | ||
| Q4 24 | $33.6M | $107.4M | ||
| Q3 24 | $33.8M | $96.2M | ||
| Q2 24 | $32.1M | $81.2M |
毛利率BCPCRGLD
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 64.6% | ||
| Q3 25 | 35.7% | 73.6% | ||
| Q2 25 | 36.4% | 72.6% | ||
| Q1 25 | 35.2% | 69.4% | ||
| Q4 24 | 36.0% | 70.3% | ||
| Q3 24 | 35.6% | 66.6% | ||
| Q2 24 | 35.5% | 64.7% |
营业利润率BCPCRGLD
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 56.2% | ||
| Q3 25 | 20.4% | 64.4% | ||
| Q2 25 | 20.1% | 67.7% | ||
| Q1 25 | 20.4% | 63.6% | ||
| Q4 24 | 19.8% | 65.9% | ||
| Q3 24 | 20.0% | 61.3% | ||
| Q2 24 | 19.6% | 58.6% |
净利率BCPCRGLD
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 24.9% | ||
| Q3 25 | 15.1% | 50.3% | ||
| Q2 25 | 15.0% | 63.1% | ||
| Q1 25 | 14.8% | 58.7% | ||
| Q4 24 | 14.0% | 53.0% | ||
| Q3 24 | 14.1% | 49.7% | ||
| Q2 24 | 13.7% | 46.6% |
每股收益（稀释后）BCPCRGLD
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $1.04 | ||
| Q3 25 | $1.24 | $1.92 | ||
| Q2 25 | $1.17 | $2.01 | ||
| Q1 25 | $1.13 | $1.72 | ||
| Q4 24 | $1.03 | $1.63 | ||
| Q3 24 | $1.03 | $1.46 | ||
| Q2 24 | $0.98 | $1.23 |
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 | $233.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $7.2B |
| 总资产 | $1.7B | $9.5B |
| 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BCPCRGLD
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $233.7M | ||
| Q3 25 | $65.1M | $172.8M | ||
| Q2 25 | $65.4M | $248.2M | ||
| Q1 25 | $49.9M | $240.8M | ||
| Q4 24 | $49.5M | $195.5M | ||
| Q3 24 | $73.7M | $127.9M | ||
| Q2 24 | $63.7M | $74.2M |
总债务BCPCRGLD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M |
股东权益BCPCRGLD
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $7.2B | ||
| Q3 25 | $1.3B | $3.4B | ||
| Q2 25 | $1.3B | $3.3B | ||
| Q1 25 | $1.2B | $3.2B | ||
| Q4 24 | $1.1B | $3.1B | ||
| Q3 24 | $1.2B | $3.0B | ||
| Q2 24 | $1.1B | $3.0B |
总资产BCPCRGLD
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $9.5B | ||
| Q3 25 | $1.7B | $4.5B | ||
| Q2 25 | $1.7B | $3.6B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | $1.6B | $3.4B | ||
| Q3 24 | $1.6B | $3.3B | ||
| Q2 24 | $1.6B | $3.3B |
负债/权益比BCPCRGLD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× |
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 | $241.7M |
| 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× | 2.58× |
| 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BCPCRGLD
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $241.7M | ||
| Q3 25 | $65.6M | $174.0M | ||
| Q2 25 | $47.3M | $152.8M | ||
| Q1 25 | $36.5M | $136.4M | ||
| Q4 24 | $52.3M | $141.1M | ||
| Q3 24 | $51.3M | $136.7M | ||
| Q2 24 | $45.0M | $113.5M |
自由现金流BCPCRGLD
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率BCPCRGLD
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度BCPCRGLD
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率BCPCRGLD
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 2.58× | ||
| Q3 25 | 1.63× | 1.37× | ||
| Q2 25 | 1.23× | 1.15× | ||
| Q1 25 | 0.98× | 1.20× | ||
| Q4 24 | 1.56× | 1.31× | ||
| Q3 24 | 1.52× | 1.42× | ||
| Q2 24 | 1.40× | 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
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
