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BALCHEM CORP（BCPC）与VIRTUS INVESTMENT PARTNERS, INC.（VRTS）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VIRTUS INVESTMENT PARTNERS, INC.的1.4倍（$270.7M vs $199.5M），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 -4.1%），过去两年BALCHEM CORP的营收复合增速更高（7.5% vs -5.7%）
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。
Virtus Investment Partners是一家美国多管理人资产管理企业，旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人，同时也提供非关联子投资顾问服务，为客户提供多元化的资产管理解决方案。
BCPC vs VRTS — 直观对比
营收规模更大
BCPC
是对方的1.4倍
$199.5M
营收增速更快
BCPC
高出12.1%
-4.1%
净利率更高
BCPC
高出11.3%
3.6%
两年增速更快
BCPC
近两年复合增速
-5.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.7M | $199.5M |
| 净利润 | $40.3M | $7.1M |
| 毛利率 | — | — |
| 营业利润率 | 20.5% | 7.7% |
| 净利率 | 14.9% | 3.6% |
| 营收同比 | 8.1% | -4.1% |
| 净利润同比 | 8.7% | -78.1% |
| 每股收益（稀释后） | $1.25 | $1.05 |
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BCPCVRTS
| Q1 26 | $270.7M | $199.5M | ||
| Q4 25 | $263.6M | $208.0M | ||
| Q3 25 | $267.6M | $216.4M | ||
| Q2 25 | $255.5M | $210.5M | ||
| Q1 25 | $250.5M | $217.9M | ||
| Q4 24 | $240.0M | $233.5M | ||
| Q3 24 | $239.9M | $227.0M | ||
| Q2 24 | $234.1M | $224.4M |
净利润BCPCVRTS
| Q1 26 | $40.3M | $7.1M | ||
| Q4 25 | $39.2M | $33.9M | ||
| Q3 25 | $40.3M | $31.3M | ||
| Q2 25 | $38.3M | $42.7M | ||
| Q1 25 | $37.1M | $28.1M | ||
| Q4 24 | $33.6M | $39.5M | ||
| Q3 24 | $33.8M | $49.1M | ||
| Q2 24 | $32.1M | $26.0M |
毛利率BCPCVRTS
| 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BCPCVRTS
| Q1 26 | 20.5% | 7.7% | ||
| Q4 25 | 19.8% | 19.1% | ||
| Q3 25 | 20.4% | 21.7% | ||
| Q2 25 | 20.1% | 21.5% | ||
| Q1 25 | 20.4% | 16.8% | ||
| Q4 24 | 19.8% | 21.7% | ||
| Q3 24 | 20.0% | 24.3% | ||
| Q2 24 | 19.6% | 19.7% |
净利率BCPCVRTS
| Q1 26 | 14.9% | 3.6% | ||
| Q4 25 | 14.9% | 16.3% | ||
| Q3 25 | 15.1% | 14.5% | ||
| Q2 25 | 15.0% | 20.3% | ||
| Q1 25 | 14.8% | 12.9% | ||
| Q4 24 | 14.0% | 16.9% | ||
| Q3 24 | 14.1% | 21.6% | ||
| Q2 24 | 13.7% | 11.6% |
每股收益（稀释后）BCPCVRTS
| Q1 26 | $1.25 | $1.05 | ||
| Q4 25 | $1.21 | $5.15 | ||
| Q3 25 | $1.24 | $4.65 | ||
| Q2 25 | $1.17 | $6.12 | ||
| Q1 25 | $1.13 | $4.05 | ||
| Q4 24 | $1.03 | $4.65 | ||
| Q3 24 | $1.03 | $5.71 | ||
| Q2 24 | $0.98 | $2.43 |
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 | $136.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $93.6B |
| 总资产 | $1.7B | — |
| 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BCPCVRTS
| Q1 26 | $72.9M | $136.6M | ||
| Q4 25 | $74.6M | — | ||
| Q3 25 | $65.1M | — | ||
| Q2 25 | $65.4M | — | ||
| Q1 25 | $49.9M | — | ||
| Q4 24 | $49.5M | — | ||
| Q3 24 | $73.7M | — | ||
| Q2 24 | $63.7M | — |
总债务BCPCVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | — | $231.7M | ||
| Q4 24 | — | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M |
股东权益BCPCVRTS
| Q1 26 | $1.3B | $93.6B | ||
| Q4 25 | $1.3B | $934.0M | ||
| Q3 25 | $1.3B | $918.7M | ||
| Q2 25 | $1.3B | $896.4M | ||
| Q1 25 | $1.2B | $893.7M | ||
| Q4 24 | $1.1B | $897.5M | ||
| Q3 24 | $1.2B | $889.0M | ||
| Q2 24 | $1.1B | $868.7M |
总资产BCPCVRTS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $4.3B | ||
| Q3 25 | $1.7B | $3.9B | ||
| Q2 25 | $1.7B | $3.7B | ||
| Q1 25 | $1.6B | $3.7B | ||
| Q4 24 | $1.6B | $4.0B | ||
| Q3 24 | $1.6B | $3.6B | ||
| Q2 24 | $1.6B | $3.6B |
负债/权益比BCPCVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× |
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 | — |
| 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× | — |
| 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BCPCVRTS
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $-67.2M | ||
| Q3 25 | $65.6M | $108.3M | ||
| Q2 25 | $47.3M | $75.8M | ||
| Q1 25 | $36.5M | $-3.8M | ||
| Q4 24 | $52.3M | $1.8M | ||
| Q3 24 | $51.3M | $69.1M | ||
| Q2 24 | $45.0M | $70.0M |
自由现金流BCPCVRTS
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $-74.1M | ||
| Q3 25 | — | $106.9M | ||
| Q2 25 | — | $74.2M | ||
| Q1 25 | — | $-6.8M | ||
| Q4 24 | — | $-3.8M | ||
| Q3 24 | — | $68.7M | ||
| Q2 24 | — | $68.6M |
自由现金流率BCPCVRTS
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | -35.6% | ||
| Q3 25 | — | 49.4% | ||
| Q2 25 | — | 35.2% | ||
| Q1 25 | — | -3.1% | ||
| Q4 24 | — | -1.6% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | — | 30.6% |
资本支出强度BCPCVRTS
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.6% |
现金转化率BCPCVRTS
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | -1.99× | ||
| Q3 25 | 1.63× | 3.45× | ||
| Q2 25 | 1.23× | 1.77× | ||
| Q1 25 | 0.98× | -0.13× | ||
| Q4 24 | 1.56× | 0.04× | ||
| Q3 24 | 1.52× | 1.41× | ||
| Q2 24 | 1.40× | 2.69× |
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
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |
