金吾财讯 | Balchem（BCPC）披露第二季度经营财报，公司营收与盈利数据同时超出市场机构预期，营收规模保持两位数同比增长，现金流与盈利指标同步改善，整体经营态势向好。财报显示，企业当期非GAAP每股收益达到1.49美元，较市场预期高出0.06美元；实现营收2.84亿美元，同比提升11.2%，营收数值超出市场预估1550万美元。盈利端配套数据同样展现增长韧性，本季度调整后 EBITDA录得7790万美元，较上年同期增长12.6%，增速与营收增长基本匹配，反映企业盈利空间维持稳定。现金流层面，Balchem当期经营活动现金流为4670万美元，自由现金流达到3620万美元，稳健的现金生成能力能够持续支撑企业日常运营、资本投入以及股东回报相关规划。营收与盈利同步跑赢预期，体现公司核心产品市场需求保持旺盛。后续市场将持续跟踪下游客户需求变化、原材料成本波动情况，观察企业能否将本季度良好增长势头延续至下半年，成本端的波动将会直接影响 EBITDA水平与最终盈利释放空间。
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