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BLACKBAUD INC（BLKB）与COMPASS MINERALS INTERNATIONAL INC（CMP）财务数据对比。点击上方公司名可切换其他公司
COMPASS MINERALS INTERNATIONAL INC的季度营收约是BLACKBAUD INC的1.4倍（$396.1M vs $281.1M），BLACKBAUD INC净利率更高（11.1% vs 4.7%，领先6.4%），COMPASS MINERALS INTERNATIONAL INC同比增速更快（28.9% vs 4.2%），BLACKBAUD INC自由现金流更多（$37.0M vs $-59.8M），过去两年COMPASS MINERALS INTERNATIONAL INC的营收复合增速更高（4.3% vs -1.1%）
Blackbaud是全球知名的云服务提供商，专注为非营利组织、基金会、企业、教育机构、医疗机构、宗教团体及个人公益推动者提供技术支持，旗下产品覆盖筹款、网站管理、客户关系管理、数据分析、财务管理、票务系统、教育管理等多元场景。
指南针矿产国际是一家美国上市矿产企业，总部位于堪萨斯州欧弗兰帕克，是盐、氯化镁和硫酸钾等产品的领先生产商。公司面向北美和英国客户供应经处理与未经处理的散装道路除冰盐，同时向全球种植者提供植物营养产品，此外也生产民用除冰、水质调节产品及相关商用产品。
BLKB vs CMP — 直观对比
营收规模更大
CMP
是对方的1.4倍
$281.1M
营收增速更快
CMP
高出24.8%
4.2%
净利率更高
BLKB
高出6.4%
4.7%
自由现金流更多
BLKB
多$96.8M
$-59.8M
两年增速更快
CMP
近两年复合增速
-1.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $281.1M | $396.1M |
| 净利润 | $31.1M | $18.6M |
| 毛利率 | 59.2% | 16.0% |
| 营业利润率 | 18.3% | 9.2% |
| 净利率 | 11.1% | 4.7% |
| 营收同比 | 4.2% | 28.9% |
| 净利润同比 | 620.3% | 178.8% |
| 每股收益（稀释后） | $0.67 | $0.43 |
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BLKBCMP
| Q1 26 | $281.1M | — | ||
| Q4 25 | $295.3M | $396.1M | ||
| Q3 25 | $281.1M | $227.5M | ||
| Q2 25 | $282.0M | $214.6M | ||
| Q1 25 | $269.9M | $494.6M | ||
| Q4 24 | $302.1M | $307.2M | ||
| Q3 24 | $286.6M | $208.8M | ||
| Q2 24 | $287.3M | $202.9M |
净利润BLKBCMP
| Q1 26 | $31.1M | — | ||
| Q4 25 | $36.7M | $18.6M | ||
| Q3 25 | $47.5M | $-7.2M | ||
| Q2 25 | $26.5M | $-17.0M | ||
| Q1 25 | $4.3M | $-32.0M | ||
| Q4 24 | $-346.4M | $-23.6M | ||
| Q3 24 | $18.3M | $-48.3M | ||
| Q2 24 | $21.2M | $-43.6M |
毛利率BLKBCMP
| Q1 26 | 59.2% | — | ||
| Q4 25 | 58.3% | 16.0% | ||
| Q3 25 | 59.6% | 16.9% | ||
| Q2 25 | 59.7% | 19.2% | ||
| Q1 25 | 57.5% | 15.5% | ||
| Q4 24 | 53.8% | 11.2% | ||
| Q3 24 | 54.9% | 9.3% | ||
| Q2 24 | 56.0% | 16.1% |
营业利润率BLKBCMP
| Q1 26 | 18.3% | — | ||
| Q4 25 | 20.0% | 9.2% | ||
| Q3 25 | 19.4% | 5.3% | ||
| Q2 25 | 20.3% | 7.4% | ||
| Q1 25 | 7.3% | -0.6% | ||
| Q4 24 | -121.5% | 0.2% | ||
| Q3 24 | 14.4% | -14.3% | ||
| Q2 24 | 14.4% | 2.9% |
净利率BLKBCMP
| Q1 26 | 11.1% | — | ||
| Q4 25 | 12.4% | 4.7% | ||
| Q3 25 | 16.9% | -3.2% | ||
| Q2 25 | 9.4% | -7.9% | ||
| Q1 25 | 1.6% | -6.5% | ||
| Q4 24 | -114.6% | -7.7% | ||
| Q3 24 | 6.4% | -23.1% | ||
| Q2 24 | 7.4% | -21.5% |
每股收益（稀释后）BLKBCMP
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.75 | $0.43 | ||
| Q3 25 | $0.98 | — | ||
| Q2 25 | $0.55 | $-0.41 | ||
| Q1 25 | $0.09 | $-0.77 | ||
| Q4 24 | $-6.82 | $-0.57 | ||
| Q3 24 | $0.35 | $-1.17 | ||
| Q2 24 | $0.41 | $-1.05 |
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 | $34.1M | $46.7M |
| 总债务越低越好 | — | $890.0M |
| 股东权益账面价值 | $34.6M | $260.5M |
| 总资产 | $2.1B | $1.5B |
| 负债/权益比越低杠杆越低 | — | 3.42× |
8季度趋势，按日历期对齐
现金及短期投资BLKBCMP
| Q1 26 | $34.1M | — | ||
| Q4 25 | $38.9M | $46.7M | ||
| Q3 25 | $38.3M | $59.7M | ||
| Q2 25 | $41.6M | $79.4M | ||
| Q1 25 | $37.2M | $49.5M | ||
| Q4 24 | $67.6M | $45.8M | ||
| Q3 24 | $34.6M | $20.2M | ||
| Q2 24 | $30.4M | $12.8M |
总债务BLKBCMP
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $890.0M | ||
| Q3 25 | — | $839.8M | ||
| Q2 25 | — | $833.4M | ||
| Q1 25 | — | $807.6M | ||
| Q4 24 | $1.1B | $974.4M | ||
| Q3 24 | $1.0B | $921.2M | ||
| Q2 24 | $1.0B | $875.1M |
股东权益BLKBCMP
| Q1 26 | $34.6M | — | ||
| Q4 25 | $85.1M | $260.5M | ||
| Q3 25 | $108.2M | $234.1M | ||
| Q2 25 | $72.7M | $249.8M | ||
| Q1 25 | $17.5M | $236.5M | ||
| Q4 24 | $126.8M | $263.0M | ||
| Q3 24 | $544.8M | $316.6M | ||
| Q2 24 | $577.5M | $352.1M |
总资产BLKBCMP
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.4B | $1.5B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.5B | $1.7B | ||
| Q3 24 | $2.6B | $1.6B | ||
| Q2 24 | $3.0B | $1.6B |
负债/权益比BLKBCMP
| Q1 26 | — | — | ||
| Q4 25 | 13.06× | 3.42× | ||
| Q3 25 | — | 3.59× | ||
| Q2 25 | — | 3.34× | ||
| Q1 25 | — | 3.41× | ||
| Q4 24 | 8.50× | 3.70× | ||
| Q3 24 | 1.84× | 2.91× | ||
| Q2 24 | 1.78× | 2.49× |
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 | $51.5M | $-37.0M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $-59.8M |
| 自由现金流率自由现金流/营收 | 13.2% | -15.1% |
| 资本支出强度资本支出/营收 | — | 5.8% |
| 现金转化率经营现金流/净利润 | 1.65× | -1.99× |
| 过去12个月自由现金流最近4个季度 | $294.1M | $94.1M |
8季度趋势，按日历期对齐
经营现金流BLKBCMP
| Q1 26 | $51.5M | — | ||
| Q4 25 | $58.0M | $-37.0M | ||
| Q3 25 | $139.2M | $-6.9M | ||
| Q2 25 | $66.9M | $21.8M | ||
| Q1 25 | $1.4M | $186.9M | ||
| Q4 24 | $73.6M | $-4.1M | ||
| Q3 24 | $104.0M | $-12.7M | ||
| Q2 24 | $53.1M | $-6.8M |
自由现金流BLKBCMP
| Q1 26 | $37.0M | — | ||
| Q4 25 | $55.0M | $-59.8M | ||
| Q3 25 | $135.7M | $-22.8M | ||
| Q2 25 | $66.3M | $3.8M | ||
| Q1 25 | $712.0K | $172.9M | ||
| Q4 24 | $73.4M | $-25.9M | ||
| Q3 24 | $102.9M | $-33.6M | ||
| Q2 24 | $48.0M | $-21.5M |
自由现金流率BLKBCMP
| Q1 26 | 13.2% | — | ||
| Q4 25 | 18.6% | -15.1% | ||
| Q3 25 | 48.3% | -10.0% | ||
| Q2 25 | 23.5% | 1.8% | ||
| Q1 25 | 0.3% | 35.0% | ||
| Q4 24 | 24.3% | -8.4% | ||
| Q3 24 | 35.9% | -16.1% | ||
| Q2 24 | 16.7% | -10.6% |
资本支出强度BLKBCMP
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 5.8% | ||
| Q3 25 | 1.2% | 7.0% | ||
| Q2 25 | 0.2% | 8.4% | ||
| Q1 25 | 0.3% | 2.8% | ||
| Q4 24 | 0.1% | 7.1% | ||
| Q3 24 | 0.4% | 10.0% | ||
| Q2 24 | 1.8% | 7.2% |
现金转化率BLKBCMP
| Q1 26 | 1.65× | — | ||
| Q4 25 | 1.58× | -1.99× | ||
| Q3 25 | 2.93× | — | ||
| Q2 25 | 2.53× | — | ||
| Q1 25 | 0.32× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 5.69× | — | ||
| Q2 24 | 2.50× | — |
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
BLKB
暂无分部数据
CMP
| Highway Deicing Salt | $210.8M | 53% |
| Consumer Industrial Salt | $120.7M | 30% |
| Plant Nutrition | $60.8M | 15% |
| Transferred Over Time | $2.8M | 1% |
| Other | $1.0M | 0% |
