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BALCHEM CORP（BCPC）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
BALCHEM CORP的季度营收约是STRATTEC SECURITY CORP的2.0倍（$270.7M vs $137.5M），BALCHEM CORP净利率更高（14.9% vs 3.6%，领先11.3%），BALCHEM CORP同比增速更快（8.1% vs 5.9%），BALCHEM CORP自由现金流更多（$33.8M vs $11.3M），过去两年STRATTEC SECURITY CORP的营收复合增速更高（7.7% 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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
BCPC vs STRT — 直观对比
营收规模更大
BCPC
是对方的2.0倍
$137.5M
营收增速更快
BCPC
高出2.2%
5.9%
净利率更高
BCPC
高出11.3%
3.6%
自由现金流更多
BCPC
多$22.6M
$11.3M
两年增速更快
STRT
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $137.5M |
| 净利润 | $40.3M | $4.9M |
| 毛利率 | — | 16.5% |
| 营业利润率 | 20.5% | 3.5% |
| 净利率 | 14.9% | 3.6% |
| 营收同比 | 8.1% | 5.9% |
| 净利润同比 | 8.7% | 275.1% |
| 每股收益（稀释后） | $1.25 | $1.20 |
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BCPCSTRT
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $137.5M | ||
| Q3 25 | $267.6M | $152.4M | ||
| Q2 25 | $255.5M | $152.0M | ||
| Q1 25 | $250.5M | $144.1M | ||
| Q4 24 | $240.0M | $129.9M | ||
| Q3 24 | $239.9M | $139.1M | ||
| Q2 24 | $234.1M | — |
净利润BCPCSTRT
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $4.9M | ||
| Q3 25 | $40.3M | $8.5M | ||
| Q2 25 | $38.3M | $8.3M | ||
| Q1 25 | $37.1M | $5.4M | ||
| Q4 24 | $33.6M | $1.3M | ||
| Q3 24 | $33.8M | $3.7M | ||
| Q2 24 | $32.1M | — |
毛利率BCPCSTRT
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | 16.5% | ||
| Q3 25 | 35.7% | 17.3% | ||
| Q2 25 | 36.4% | 16.7% | ||
| Q1 25 | 35.2% | 16.0% | ||
| Q4 24 | 36.0% | 13.2% | ||
| Q3 24 | 35.6% | 13.6% | ||
| Q2 24 | 35.5% | — |
营业利润率BCPCSTRT
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 3.5% | ||
| Q3 25 | 20.4% | 6.9% | ||
| Q2 25 | 20.1% | 5.6% | ||
| Q1 25 | 20.4% | 4.9% | ||
| Q4 24 | 19.8% | 1.6% | ||
| Q3 24 | 20.0% | 3.6% | ||
| Q2 24 | 19.6% | — |
净利率BCPCSTRT
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 3.6% | ||
| Q3 25 | 15.1% | 5.6% | ||
| Q2 25 | 15.0% | 5.4% | ||
| Q1 25 | 14.8% | 3.7% | ||
| Q4 24 | 14.0% | 1.0% | ||
| Q3 24 | 14.1% | 2.7% | ||
| Q2 24 | 13.7% | — |
每股收益（稀释后）BCPCSTRT
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $1.20 | ||
| Q3 25 | $1.24 | $2.07 | ||
| Q2 25 | $1.17 | $2.02 | ||
| Q1 25 | $1.13 | $1.32 | ||
| Q4 24 | $1.03 | $0.32 | ||
| Q3 24 | $1.03 | $0.92 | ||
| Q2 24 | $0.98 | — |
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 | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $236.8M |
| 总资产 | $1.7B | $392.2M |
| 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BCPCSTRT
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $99.0M | ||
| Q3 25 | $65.1M | $90.5M | ||
| Q2 25 | $65.4M | $84.6M | ||
| Q1 25 | $49.9M | $62.1M | ||
| Q4 24 | $49.5M | $42.6M | ||
| Q3 24 | $73.7M | $34.4M | ||
| Q2 24 | $63.7M | — |
股东权益BCPCSTRT
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $236.8M | ||
| Q3 25 | $1.3B | $230.5M | ||
| Q2 25 | $1.3B | $221.6M | ||
| Q1 25 | $1.2B | $210.7M | ||
| Q4 24 | $1.1B | $204.5M | ||
| Q3 24 | $1.2B | $203.0M | ||
| Q2 24 | $1.1B | — |
总资产BCPCSTRT
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $392.2M | ||
| Q3 25 | $1.7B | $390.1M | ||
| Q2 25 | $1.7B | $391.5M | ||
| Q1 25 | $1.6B | $387.4M | ||
| Q4 24 | $1.6B | $355.9M | ||
| Q3 24 | $1.6B | $366.9M | ||
| Q2 24 | $1.6B | — |
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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $33.8M | $11.3M |
| 自由现金流率自由现金流/营收 | 12.5% | 8.2% |
| 资本支出强度资本支出/营收 | 2.3% | 1.9% |
| 现金转化率经营现金流/净利润 | 0.99× | 2.81× |
| 过去12个月自由现金流最近4个季度 | — | $67.8M |
8季度趋势，按日历期对齐
经营现金流BCPCSTRT
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $13.9M | ||
| Q3 25 | $65.6M | $11.3M | ||
| Q2 25 | $47.3M | $30.2M | ||
| Q1 25 | $36.5M | $20.7M | ||
| Q4 24 | $52.3M | $9.4M | ||
| Q3 24 | $51.3M | $11.3M | ||
| Q2 24 | $45.0M | — |
自由现金流BCPCSTRT
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $11.3M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | — | $27.2M | ||
| Q1 25 | — | $19.6M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $9.3M | ||
| Q2 24 | — | — |
自由现金流率BCPCSTRT
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | 17.9% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | — |
资本支出强度BCPCSTRT
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | — |
现金转化率BCPCSTRT
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 2.81× | ||
| Q3 25 | 1.63× | 1.33× | ||
| Q2 25 | 1.23× | 3.65× | ||
| Q1 25 | 0.98× | 3.84× | ||
| Q4 24 | 1.56× | 7.16× | ||
| Q3 24 | 1.52× | 3.06× | ||
| Q2 24 | 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
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
