vs
BALCHEM CORP（BCPC）与SSR MINING INC.（SSRM）财务数据对比。点击上方公司名可切换其他公司
SSR MINING INC.的季度营收约是BALCHEM CORP的1.9倍（$521.7M vs $270.7M），SSR MINING INC.净利率更高（34.8% vs 14.9%，领先19.9%），SSR MINING INC.同比增速更快（61.4% vs 8.1%），SSR MINING INC.自由现金流更多（$106.4M vs $33.8M），过去两年SSR MINING INC.的营收复合增速更高（50.5% 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。
SSR Mining Inc.（前身为白银标准资源公司）总部位于美国科罗拉多州丹佛，主营金、银、铜、铅、锌矿产开采，拥有阿根廷最大的银矿，同时在美洲全境及土耳其开展矿产勘探业务。2020年与阿拉瑟黄金合并后迁至丹佛，现任总裁兼首席执行官为罗德尼·P·安塔尔。
BCPC vs SSRM — 直观对比
营收规模更大
SSRM
是对方的1.9倍
$270.7M
营收增速更快
SSRM
高出53.4%
8.1%
净利率更高
SSRM
高出19.9%
14.9%
自由现金流更多
SSRM
多$72.5M
$33.8M
两年增速更快
SSRM
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $521.7M |
| 净利润 | $40.3M | $181.5M |
| 毛利率 | — | — |
| 营业利润率 | 20.5% | 38.8% |
| 净利率 | 14.9% | 34.8% |
| 营收同比 | 8.1% | 61.4% |
| 净利润同比 | 8.7% | 3166.6% |
| 每股收益（稀释后） | $1.25 | $0.84 |
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BCPCSSRM
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $521.7M | ||
| Q3 25 | $267.6M | $385.8M | ||
| Q2 25 | $255.5M | $405.5M | ||
| Q1 25 | $250.5M | $316.6M | ||
| Q4 24 | $240.0M | $323.2M | ||
| Q3 24 | $239.9M | $257.4M | ||
| Q2 24 | $234.1M | $184.8M |
净利润BCPCSSRM
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $181.5M | ||
| Q3 25 | $40.3M | $65.4M | ||
| Q2 25 | $38.3M | $90.1M | ||
| Q1 25 | $37.1M | $58.8M | ||
| Q4 24 | $33.6M | $5.6M | ||
| Q3 24 | $33.8M | $10.6M | ||
| Q2 24 | $32.1M | $9.7M |
毛利率BCPCSSRM
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | — | ||
| Q3 25 | 35.7% | — | ||
| Q2 25 | 36.4% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.0% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 35.5% | — |
营业利润率BCPCSSRM
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 38.8% | ||
| Q3 25 | 20.4% | 21.6% | ||
| Q2 25 | 20.1% | 26.9% | ||
| Q1 25 | 20.4% | 21.1% | ||
| Q4 24 | 19.8% | 10.6% | ||
| Q3 24 | 20.0% | 3.5% | ||
| Q2 24 | 19.6% | 5.8% |
净利率BCPCSSRM
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 34.8% | ||
| Q3 25 | 15.1% | 17.0% | ||
| Q2 25 | 15.0% | 22.2% | ||
| Q1 25 | 14.8% | 18.6% | ||
| Q4 24 | 14.0% | 1.7% | ||
| Q3 24 | 14.1% | 4.1% | ||
| Q2 24 | 13.7% | 5.2% |
每股收益（稀释后）BCPCSSRM
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.84 | ||
| Q3 25 | $1.24 | $0.31 | ||
| Q2 25 | $1.17 | $0.42 | ||
| Q1 25 | $1.13 | $0.28 | ||
| Q4 24 | $1.03 | $0.03 | ||
| Q3 24 | $1.03 | $0.05 | ||
| Q2 24 | $0.98 | $0.05 |
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 | $575.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $3.5B |
| 总资产 | $1.7B | $6.1B |
| 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BCPCSSRM
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $575.6M | ||
| Q3 25 | $65.1M | $445.4M | ||
| Q2 25 | $65.4M | $438.5M | ||
| Q1 25 | $49.9M | $341.3M | ||
| Q4 24 | $49.5M | $417.3M | ||
| Q3 24 | $73.7M | $365.8M | ||
| Q2 24 | $63.7M | $384.4M |
总债务BCPCSSRM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $228.6M | ||
| Q3 24 | — | $228.3M | ||
| Q2 24 | — | $228.0M |
股东权益BCPCSSRM
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $3.5B | ||
| Q3 25 | $1.3B | $3.3B | ||
| Q2 25 | $1.3B | $3.3B | ||
| Q1 25 | $1.2B | $3.2B | ||
| Q4 24 | $1.1B | $3.1B | ||
| Q3 24 | $1.2B | $3.1B | ||
| Q2 24 | $1.1B | $3.1B |
总资产BCPCSSRM
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $6.1B | ||
| Q3 25 | $1.7B | $5.9B | ||
| Q2 25 | $1.7B | $5.8B | ||
| Q1 25 | $1.6B | $5.6B | ||
| Q4 24 | $1.6B | $5.2B | ||
| Q3 24 | $1.6B | $5.1B | ||
| Q2 24 | $1.6B | $5.2B |
负债/权益比BCPCSSRM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.07× | ||
| Q3 24 | — | 0.07× | ||
| Q2 24 | — | 0.07× |
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 | $172.1M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $106.4M |
| 自由现金流率自由现金流/营收 | 12.5% | 20.4% |
| 资本支出强度资本支出/营收 | 2.3% | 12.6% |
| 现金转化率经营现金流/净利润 | 0.99× | 0.95× |
| 过去12个月自由现金流最近4个季度 | — | $241.6M |
8季度趋势，按日历期对齐
经营现金流BCPCSSRM
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $172.1M | ||
| Q3 25 | $65.6M | $57.2M | ||
| Q2 25 | $47.3M | $157.8M | ||
| Q1 25 | $36.5M | $84.8M | ||
| Q4 24 | $52.3M | $95.0M | ||
| Q3 24 | $51.3M | $-1.3M | ||
| Q2 24 | $45.0M | $-78.1M |
自由现金流BCPCSSRM
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $106.4M | ||
| Q3 25 | — | $-2.4M | ||
| Q2 25 | — | $98.4M | ||
| Q1 25 | — | $39.3M | ||
| Q4 24 | — | $56.4M | ||
| Q3 24 | — | $-34.1M | ||
| Q2 24 | — | $-116.3M |
自由现金流率BCPCSSRM
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 20.4% | ||
| Q3 25 | — | -0.6% | ||
| Q2 25 | — | 24.3% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | 17.5% | ||
| Q3 24 | — | -13.2% | ||
| Q2 24 | — | -62.9% |
资本支出强度BCPCSSRM
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 12.6% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | — | 14.7% | ||
| Q1 25 | — | 14.4% | ||
| Q4 24 | — | 11.9% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 20.7% |
现金转化率BCPCSSRM
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 0.95× | ||
| Q3 25 | 1.63× | 0.87× | ||
| Q2 25 | 1.23× | 1.75× | ||
| Q1 25 | 0.98× | 1.44× | ||
| Q4 24 | 1.56× | 17.10× | ||
| Q3 24 | 1.52× | -0.13× | ||
| Q2 24 | 1.40× | -8.06× |
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
SSRM
| Gold | $369.3M | 71% |
| Concentrate Sales | $124.4M | 24% |
| Other | $19.1M | 4% |
| Lead | $9.0M | 2% |
