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BALCHEM CORP（BCPC）与STARWOOD PROPERTY TRUST, INC.（STWD）财务数据对比。点击上方公司名可切换其他公司
STARWOOD PROPERTY TRUST, INC.的季度营收约是BALCHEM CORP的1.8倍（$492.9M vs $270.7M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs 14.9%，领先4.8%），STARWOOD PROPERTY TRUST, INC.同比增速更快（8.5% vs 8.1%），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs -2.9%）
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。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
BCPC vs STWD — 直观对比
营收规模更大
STWD
是对方的1.8倍
$270.7M
营收增速更快
STWD
高出0.4%
8.1%
净利率更高
STWD
高出4.8%
14.9%
两年增速更快
BCPC
近两年复合增速
-2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $492.9M |
| 净利润 | $40.3M | $96.9M |
| 毛利率 | — | — |
| 营业利润率 | 20.5% | 26.6% |
| 净利率 | 14.9% | 19.7% |
| 营收同比 | 8.1% | 8.5% |
| 净利润同比 | 8.7% | 87.7% |
| 每股收益（稀释后） | $1.25 | $0.25 |
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BCPCSTWD
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $492.9M | ||
| Q3 25 | $267.6M | $488.9M | ||
| Q2 25 | $255.5M | $444.3M | ||
| Q1 25 | $250.5M | $418.2M | ||
| Q4 24 | $240.0M | $454.4M | ||
| Q3 24 | $239.9M | $479.5M | ||
| Q2 24 | $234.1M | $489.8M |
净利润BCPCSTWD
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $96.9M | ||
| Q3 25 | $40.3M | $72.6M | ||
| Q2 25 | $38.3M | $129.8M | ||
| Q1 25 | $37.1M | $112.3M | ||
| Q4 24 | $33.6M | $51.6M | ||
| Q3 24 | $33.8M | $76.1M | ||
| Q2 24 | $32.1M | $77.9M |
毛利率BCPCSTWD
| 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BCPCSTWD
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 26.6% | ||
| Q3 25 | 20.4% | 19.1% | ||
| Q2 25 | 20.1% | 30.5% | ||
| Q1 25 | 20.4% | 28.7% | ||
| Q4 24 | 19.8% | 15.1% | ||
| Q3 24 | 20.0% | 17.2% | ||
| Q2 24 | 19.6% | 19.1% |
净利率BCPCSTWD
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 19.7% | ||
| Q3 25 | 15.1% | 14.8% | ||
| Q2 25 | 15.0% | 29.2% | ||
| Q1 25 | 14.8% | 26.8% | ||
| Q4 24 | 14.0% | 11.4% | ||
| Q3 24 | 14.1% | 15.9% | ||
| Q2 24 | 13.7% | 15.9% |
每股收益（稀释后）BCPCSTWD
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.25 | ||
| Q3 25 | $1.24 | $0.19 | ||
| Q2 25 | $1.17 | $0.38 | ||
| Q1 25 | $1.13 | $0.33 | ||
| Q4 24 | $1.03 | $0.15 | ||
| Q3 24 | $1.03 | $0.23 | ||
| Q2 24 | $0.98 | $0.24 |
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 | $499.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $6.8B |
| 总资产 | $1.7B | $63.2B |
| 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BCPCSTWD
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $499.5M | ||
| Q3 25 | $65.1M | $301.1M | ||
| Q2 25 | $65.4M | $259.9M | ||
| Q1 25 | $49.9M | $440.6M | ||
| Q4 24 | $49.5M | $377.8M | ||
| Q3 24 | $73.7M | $357.9M | ||
| Q2 24 | $63.7M | $259.3M |
股东权益BCPCSTWD
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $6.8B | ||
| Q3 25 | $1.3B | $6.9B | ||
| Q2 25 | $1.3B | $6.4B | ||
| Q1 25 | $1.2B | $6.4B | ||
| Q4 24 | $1.1B | $6.4B | ||
| Q3 24 | $1.2B | $6.5B | ||
| Q2 24 | $1.1B | $6.2B |
总资产BCPCSTWD
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $63.2B | ||
| Q3 25 | $1.7B | $62.4B | ||
| Q2 25 | $1.7B | $62.4B | ||
| Q1 25 | $1.6B | $62.2B | ||
| Q4 24 | $1.6B | $62.6B | ||
| Q3 24 | $1.6B | $64.2B | ||
| Q2 24 | $1.6B | $64.1B |
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 | $488.8M |
| 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× | 5.04× |
| 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BCPCSTWD
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $488.8M | ||
| Q3 25 | $65.6M | $337.6M | ||
| Q2 25 | $47.3M | $-87.4M | ||
| Q1 25 | $36.5M | $238.9M | ||
| Q4 24 | $52.3M | $295.6M | ||
| Q3 24 | $51.3M | $241.8M | ||
| Q2 24 | $45.0M | $53.3M |
自由现金流BCPCSTWD
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率BCPCSTWD
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度BCPCSTWD
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率BCPCSTWD
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | 5.04× | ||
| Q3 25 | 1.63× | 4.65× | ||
| Q2 25 | 1.23× | -0.67× | ||
| Q1 25 | 0.98× | 2.13× | ||
| Q4 24 | 1.56× | 5.72× | ||
| Q3 24 | 1.52× | 3.18× | ||
| Q2 24 | 1.40× | 0.68× |
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
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
