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BALCHEM CORP（BCPC）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是BALCHEM CORP的1.3倍（$342.1M vs $263.6M），BALCHEM CORP净利率更高（14.9% vs -1.9%，领先16.7%），BALCHEM CORP同比增速更快（9.8% vs 7.3%），过去两年BALCHEM CORP的营收复合增速更高（4.9% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
BCPC vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.3倍
$263.6M
营收增速更快
BCPC
高出2.5%
7.3%
净利率更高
BCPC
高出16.7%
-1.9%
两年增速更快
BCPC
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $263.6M | $342.1M |
| 净利润 | $39.2M | $-6.4M |
| 毛利率 | 35.6% | 43.6% |
| 营业利润率 | 19.8% | -2.5% |
| 净利率 | 14.9% | -1.9% |
| 营收同比 | 9.8% | 7.3% |
| 净利润同比 | 16.8% | -1.7% |
| 每股收益（稀释后） | $1.21 | $-0.05 |
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BCPCSFIX
| Q4 25 | $263.6M | $342.1M | ||
| Q3 25 | $267.6M | $311.2M | ||
| Q2 25 | $255.5M | $325.0M | ||
| Q1 25 | $250.5M | $312.1M | ||
| Q4 24 | $240.0M | $318.8M | ||
| Q3 24 | $239.9M | $319.6M | ||
| Q2 24 | $234.1M | $322.7M | ||
| Q1 24 | $239.7M | $330.4M |
净利润BCPCSFIX
| Q4 25 | $39.2M | $-6.4M | ||
| Q3 25 | $40.3M | $-8.6M | ||
| Q2 25 | $38.3M | $-7.4M | ||
| Q1 25 | $37.1M | $-6.5M | ||
| Q4 24 | $33.6M | $-6.3M | ||
| Q3 24 | $33.8M | $-36.5M | ||
| Q2 24 | $32.1M | $-21.3M | ||
| Q1 24 | $29.0M | $-35.5M |
毛利率BCPCSFIX
| Q4 25 | 35.6% | 43.6% | ||
| Q3 25 | 35.7% | 43.6% | ||
| Q2 25 | 36.4% | 44.2% | ||
| Q1 25 | 35.2% | 44.5% | ||
| Q4 24 | 36.0% | 45.4% | ||
| Q3 24 | 35.6% | 44.6% | ||
| Q2 24 | 35.5% | 45.5% | ||
| Q1 24 | 34.0% | 43.4% |
营业利润率BCPCSFIX
| Q4 25 | 19.8% | -2.5% | ||
| Q3 25 | 20.4% | -3.6% | ||
| Q2 25 | 20.1% | -3.0% | ||
| Q1 25 | 20.4% | -2.9% | ||
| Q4 24 | 19.8% | -2.8% | ||
| Q3 24 | 20.0% | -13.1% | ||
| Q2 24 | 19.6% | -7.7% | ||
| Q1 24 | 17.4% | -11.5% |
净利率BCPCSFIX
| Q4 25 | 14.9% | -1.9% | ||
| Q3 25 | 15.1% | -2.8% | ||
| Q2 25 | 15.0% | -2.3% | ||
| Q1 25 | 14.8% | -2.1% | ||
| Q4 24 | 14.0% | -2.0% | ||
| Q3 24 | 14.1% | -11.4% | ||
| Q2 24 | 13.7% | -6.6% | ||
| Q1 24 | 12.1% | -10.8% |
每股收益（稀释后）BCPCSFIX
| Q4 25 | $1.21 | $-0.05 | ||
| Q3 25 | $1.24 | $-0.06 | ||
| Q2 25 | $1.17 | $-0.06 | ||
| Q1 25 | $1.13 | $-0.05 | ||
| Q4 24 | $1.03 | $-0.05 | ||
| Q3 24 | $1.03 | $-0.29 | ||
| Q2 24 | $0.98 | $-0.18 | ||
| Q1 24 | $0.89 | $-0.30 |
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 | $74.6M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $204.1M |
| 总资产 | $1.7B | $530.7M |
| 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BCPCSFIX
| Q4 25 | $74.6M | $244.2M | ||
| Q3 25 | $65.1M | $234.9M | ||
| Q2 25 | $65.4M | $234.2M | ||
| Q1 25 | $49.9M | $219.1M | ||
| Q4 24 | $49.5M | $253.3M | ||
| Q3 24 | $73.7M | $247.0M | ||
| Q2 24 | $63.7M | $244.5M | ||
| Q1 24 | $60.3M | $229.8M |
股东权益BCPCSFIX
| Q4 25 | $1.3B | $204.1M | ||
| Q3 25 | $1.3B | $203.0M | ||
| Q2 25 | $1.3B | $200.4M | ||
| Q1 25 | $1.2B | $197.8M | ||
| Q4 24 | $1.1B | $190.5M | ||
| Q3 24 | $1.2B | $187.0M | ||
| Q2 24 | $1.1B | $208.9M | ||
| Q1 24 | $1.1B | $213.3M |
总资产BCPCSFIX
| Q4 25 | $1.7B | $530.7M | ||
| Q3 25 | $1.7B | $480.6M | ||
| Q2 25 | $1.7B | $484.7M | ||
| Q1 25 | $1.6B | $472.6M | ||
| Q4 24 | $1.6B | $507.1M | ||
| Q3 24 | $1.6B | $486.9M | ||
| Q2 24 | $1.6B | $537.0M | ||
| Q1 24 | $1.6B | $538.3M |
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 | $67.3M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | 1.72× | — |
| 过去12个月自由现金流最近4个季度 | — | $4.9M |
8季度趋势，按日历期对齐
经营现金流BCPCSFIX
| Q4 25 | $67.3M | $10.9M | ||
| Q3 25 | $65.6M | $7.0M | ||
| Q2 25 | $47.3M | $20.5M | ||
| Q1 25 | $36.5M | $-16.2M | ||
| Q4 24 | $52.3M | $14.3M | ||
| Q3 24 | $51.3M | $8.2M | ||
| Q2 24 | $45.0M | $21.7M | ||
| Q1 24 | $33.4M | $-22.3M |
自由现金流BCPCSFIX
| Q4 25 | — | $5.6M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | — | $16.0M | ||
| Q1 25 | — | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | — | $4.5M | ||
| Q2 24 | — | $18.9M | ||
| Q1 24 | — | $-26.1M |
自由现金流率BCPCSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | -7.9% |
资本支出强度BCPCSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.1% |
现金转化率BCPCSFIX
| 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× | — | ||
| Q1 24 | 1.15× | — |
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
| Human Nutrition And Health | $166.1M | 63% |
| Animal Nutrition And Health | $61.2M | 23% |
| Specialty Products | $34.8M | 13% |
SFIX
暂无分部数据
