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BALCHEM CORP（BCPC）与VERACYTE, INC.（VCYT）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VERACYTE, INC.的1.9倍（$270.7M vs $139.1M），VERACYTE, INC.净利率更高（20.6% vs 14.9%，领先5.8%），VERACYTE, INC.同比增速更快（21.5% vs 8.1%），过去两年VERACYTE, INC.的营收复合增速更高（10.2% 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。
Veracyte是一家领先的分子诊断企业，专注开发专有的基因组检测方案，可实现癌症及其他复杂疾病的早期精准检测，产品服务于医疗机构以优化临床决策，核心市场位于美国，正稳步拓展全球业务布局。
BCPC vs VCYT — 直观对比
营收规模更大
BCPC
是对方的1.9倍
$139.1M
营收增速更快
VCYT
高出13.4%
8.1%
净利率更高
VCYT
高出5.8%
14.9%
两年增速更快
VCYT
近两年复合增速
7.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $139.1M |
| 净利润 | $40.3M | $28.7M |
| 毛利率 | — | 72.7% |
| 营业利润率 | 20.5% | 16.3% |
| 净利率 | 14.9% | 20.6% |
| 营收同比 | 8.1% | 21.5% |
| 净利润同比 | 8.7% | — |
| 每股收益（稀释后） | $1.25 | $0.35 |
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BCPCVCYT
| Q1 26 | $270.7M | $139.1M | ||
| Q4 25 | $263.6M | $140.6M | ||
| Q3 25 | $267.6M | $131.9M | ||
| Q2 25 | $255.5M | $130.2M | ||
| Q1 25 | $250.5M | $114.5M | ||
| Q4 24 | $240.0M | $118.6M | ||
| Q3 24 | $239.9M | $115.9M | ||
| Q2 24 | $234.1M | $114.4M |
净利润BCPCVCYT
| Q1 26 | $40.3M | $28.7M | ||
| Q4 25 | $39.2M | $41.1M | ||
| Q3 25 | $40.3M | $19.1M | ||
| Q2 25 | $38.3M | $-980.0K | ||
| Q1 25 | $37.1M | $7.0M | ||
| Q4 24 | $33.6M | $5.1M | ||
| Q3 24 | $33.8M | $15.2M | ||
| Q2 24 | $32.1M | $5.7M |
毛利率BCPCVCYT
| Q1 26 | — | 72.7% | ||
| Q4 25 | 35.6% | 72.5% | ||
| Q3 25 | 35.7% | 69.2% | ||
| Q2 25 | 36.4% | 69.0% | ||
| Q1 25 | 35.2% | 69.5% | ||
| Q4 24 | 36.0% | 66.4% | ||
| Q3 24 | 35.6% | 68.2% | ||
| Q2 24 | 35.5% | 68.1% |
营业利润率BCPCVCYT
| Q1 26 | 20.5% | 16.3% | ||
| Q4 25 | 19.8% | 26.4% | ||
| Q3 25 | 20.4% | 17.4% | ||
| Q2 25 | 20.1% | -4.0% | ||
| Q1 25 | 20.4% | 2.5% | ||
| Q4 24 | 19.8% | 3.5% | ||
| Q3 24 | 20.0% | 10.4% | ||
| Q2 24 | 19.6% | 4.0% |
净利率BCPCVCYT
| Q1 26 | 14.9% | 20.6% | ||
| Q4 25 | 14.9% | 29.3% | ||
| Q3 25 | 15.1% | 14.5% | ||
| Q2 25 | 15.0% | -0.8% | ||
| Q1 25 | 14.8% | 6.2% | ||
| Q4 24 | 14.0% | 4.3% | ||
| Q3 24 | 14.1% | 13.1% | ||
| Q2 24 | 13.7% | 5.0% |
每股收益（稀释后）BCPCVCYT
| Q1 26 | $1.25 | $0.35 | ||
| Q4 25 | $1.21 | $0.50 | ||
| Q3 25 | $1.24 | $0.24 | ||
| Q2 25 | $1.17 | $-0.01 | ||
| Q1 25 | $1.13 | $0.09 | ||
| Q4 24 | $1.03 | $0.07 | ||
| Q3 24 | $1.03 | $0.19 | ||
| Q2 24 | $0.98 | $0.07 |
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 | $439.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $1.3B |
| 总资产 | $1.7B | $1.4B |
| 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BCPCVCYT
| Q1 26 | $72.9M | $439.1M | ||
| Q4 25 | $74.6M | $362.6M | ||
| Q3 25 | $65.1M | $315.6M | ||
| Q2 25 | $65.4M | $219.5M | ||
| Q1 25 | $49.9M | $186.1M | ||
| Q4 24 | $49.5M | $239.1M | ||
| Q3 24 | $73.7M | $274.1M | ||
| Q2 24 | $63.7M | $235.9M |
股东权益BCPCVCYT
| Q1 26 | $1.3B | $1.3B | ||
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.1B | $1.1B |
总资产BCPCVCYT
| Q1 26 | $1.7B | $1.4B | ||
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.6B | $1.2B |
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 | $35.2M |
| 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× | 1.23× |
| 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BCPCVCYT
| Q1 26 | $40.1M | $35.2M | ||
| Q4 25 | $67.3M | $52.6M | ||
| Q3 25 | $65.6M | $44.8M | ||
| Q2 25 | $47.3M | $33.6M | ||
| Q1 25 | $36.5M | $5.4M | ||
| Q4 24 | $52.3M | $24.5M | ||
| Q3 24 | $51.3M | $30.0M | ||
| Q2 24 | $45.0M | $29.6M |
自由现金流BCPCVCYT
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $48.8M | ||
| Q3 25 | — | $42.0M | ||
| Q2 25 | — | $32.3M | ||
| Q1 25 | — | $3.5M | ||
| Q4 24 | — | $20.4M | ||
| Q3 24 | — | $27.7M | ||
| Q2 24 | — | $26.8M |
自由现金流率BCPCVCYT
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | 34.7% | ||
| Q3 25 | — | 31.8% | ||
| Q2 25 | — | 24.8% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 17.2% | ||
| Q3 24 | — | 23.9% | ||
| Q2 24 | — | 23.4% |
资本支出强度BCPCVCYT
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.4% |
现金转化率BCPCVCYT
| Q1 26 | 0.99× | 1.23× | ||
| Q4 25 | 1.72× | 1.28× | ||
| Q3 25 | 1.63× | 2.34× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 0.98× | 0.76× | ||
| Q4 24 | 1.56× | 4.80× | ||
| Q3 24 | 1.52× | 1.98× | ||
| Q2 24 | 1.40× | 5.16× |
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
VCYT
| Testing revenue | $135.1M | 97% |
| Product revenue | $3.7M | 3% |
| Biopharmaceutical and other revenue | $301.0K | 0% |
