vs
BALCHEM CORP（BCPC）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是BALCHEM CORP的1.2倍（$324.4M vs $270.7M），BALCHEM CORP净利率更高（14.9% vs 5.7%，领先9.2%），Revolve Group, Inc.同比增速更快（10.4% vs 8.1%），BALCHEM CORP自由现金流更多（$33.8M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
BCPC vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.2倍
$270.7M
营收增速更快
RVLV
高出2.4%
8.1%
净利率更高
BCPC
高出9.2%
5.7%
自由现金流更多
BCPC
多$47.1M
$-13.3M
两年增速更快
RVLV
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $324.4M |
| 净利润 | $40.3M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 20.5% | 6.3% |
| 净利率 | 14.9% | 5.7% |
| 营收同比 | 8.1% | 10.4% |
| 净利润同比 | 8.7% | 50.4% |
| 每股收益（稀释后） | $1.25 | $0.27 |
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BCPCRVLV
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $324.4M | ||
| Q3 25 | $267.6M | $295.6M | ||
| Q2 25 | $255.5M | $309.0M | ||
| Q1 25 | $250.5M | $296.7M | ||
| Q4 24 | $240.0M | $293.7M | ||
| Q3 24 | $239.9M | $283.1M | ||
| Q2 24 | $234.1M | $282.5M |
净利润BCPCRVLV
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $18.6M | ||
| Q3 25 | $40.3M | $21.2M | ||
| Q2 25 | $38.3M | $10.2M | ||
| Q1 25 | $37.1M | $11.8M | ||
| Q4 24 | $33.6M | $12.3M | ||
| Q3 24 | $33.8M | $11.0M | ||
| Q2 24 | $32.1M | $15.4M |
毛利率BCPCRVLV
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 53.3% | ||
| Q3 25 | 35.7% | 54.6% | ||
| Q2 25 | 36.4% | 54.1% | ||
| Q1 25 | 35.2% | 52.0% | ||
| Q4 24 | 36.0% | 52.5% | ||
| Q3 24 | 35.6% | 51.2% | ||
| Q2 24 | 35.5% | 54.0% |
营业利润率BCPCRVLV
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 6.3% | ||
| Q3 25 | 20.4% | 7.1% | ||
| Q2 25 | 20.1% | 5.8% | ||
| Q1 25 | 20.4% | 5.0% | ||
| Q4 24 | 19.8% | 3.9% | ||
| Q3 24 | 20.0% | 5.0% | ||
| Q2 24 | 19.6% | 5.8% |
净利率BCPCRVLV
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 5.7% | ||
| Q3 25 | 15.1% | 7.2% | ||
| Q2 25 | 15.0% | 3.3% | ||
| Q1 25 | 14.8% | 4.0% | ||
| Q4 24 | 14.0% | 4.2% | ||
| Q3 24 | 14.1% | 3.9% | ||
| Q2 24 | 13.7% | 5.4% |
每股收益（稀释后）BCPCRVLV
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.27 | ||
| Q3 25 | $1.24 | $0.29 | ||
| Q2 25 | $1.17 | $0.14 | ||
| Q1 25 | $1.13 | $0.16 | ||
| Q4 24 | $1.03 | $0.18 | ||
| Q3 24 | $1.03 | $0.15 | ||
| Q2 24 | $0.98 | $0.21 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $512.5M |
| 总资产 | $1.7B | $765.0M |
| 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BCPCRVLV
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $292.3M | ||
| Q3 25 | $65.1M | $315.4M | ||
| Q2 25 | $65.4M | $310.7M | ||
| Q1 25 | $49.9M | $300.8M | ||
| Q4 24 | $49.5M | $256.6M | ||
| Q3 24 | $73.7M | $252.8M | ||
| Q2 24 | $63.7M | $244.7M |
股东权益BCPCRVLV
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $512.5M | ||
| Q3 25 | $1.3B | $490.2M | ||
| Q2 25 | $1.3B | $468.6M | ||
| Q1 25 | $1.2B | $453.4M | ||
| Q4 24 | $1.1B | $437.8M | ||
| Q3 24 | $1.2B | $420.8M | ||
| Q2 24 | $1.1B | $405.8M |
总资产BCPCRVLV
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $765.0M | ||
| Q3 25 | $1.7B | $751.3M | ||
| Q2 25 | $1.7B | $722.9M | ||
| Q1 25 | $1.6B | $713.9M | ||
| Q4 24 | $1.6B | $665.5M | ||
| Q3 24 | $1.6B | $670.9M | ||
| Q2 24 | $1.6B | $657.8M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $-13.3M |
| 自由现金流率自由现金流/营收 | 12.5% | -4.1% |
| 资本支出强度资本支出/营收 | 2.3% | 1.0% |
| 现金转化率经营现金流/净利润 | 0.99× | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流BCPCRVLV
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $-10.2M | ||
| Q3 25 | $65.6M | $11.8M | ||
| Q2 25 | $47.3M | $12.6M | ||
| Q1 25 | $36.5M | $45.1M | ||
| Q4 24 | $52.3M | $3.9M | ||
| Q3 24 | $51.3M | $9.1M | ||
| Q2 24 | $45.0M | $-24.7M |
自由现金流BCPCRVLV
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M |
自由现金流率BCPCRVLV
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% |
资本支出强度BCPCRVLV
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% |
现金转化率BCPCRVLV
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | -0.55× | ||
| Q3 25 | 1.63× | 0.56× | ||
| Q2 25 | 1.23× | 1.24× | ||
| Q1 25 | 0.98× | 3.82× | ||
| Q4 24 | 1.56× | 0.32× | ||
| Q3 24 | 1.52× | 0.83× | ||
| Q2 24 | 1.40× | -1.60× |
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
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
