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亚玛芬体育（AS）与CAL-MAINE FOODS INC（CALM）财务数据对比。点击上方公司名可切换其他公司
亚玛芬体育的季度营收约是CAL-MAINE FOODS INC的1.4倍（$1.1B vs $769.5M），CAL-MAINE FOODS INC净利率更高（13.4% vs 1.8%，领先11.5%），亚玛芬体育自由现金流更多（$92.2M vs $47.9M）
亚玛芬体育是芬兰跨国运动装备企业，总部位于赫尔辛基，成立于1950年。早年为涉足烟草贸易、航运、出版等领域的多元化工业集团，后逐步转型专注于体育用品的生产与营销，现有员工超9700人，2018年起成为中国安踏体育旗下子公司。
卡尔梅恩食品公司是总部位于美国密西西比州里奇兰的鲜蛋生产商，截至2024年是美国规模最大的蛋品企业。公司旗下拥有Egg-Land's Best、Land O'Lakes等多个知名蛋品品牌，1957年由弗雷德·R·亚当斯二世创立，亚当斯家族持有企业控股权，目前在纳斯达克挂牌上市。
AS vs CALM — 直观对比
营收规模更大
AS
是对方的1.4倍
$769.5M
净利率更高
CALM
高出11.5%
1.8%
自由现金流更多
AS
多$44.3M
$47.9M
损益表 — Q1 FY2024 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $769.5M |
| 净利润 | $19.0M | $102.8M |
| 毛利率 | 52.8% | 27.0% |
| 营业利润率 | 12.4% | 16.1% |
| 净利率 | 1.8% | 13.4% |
| 营收同比 | — | -19.4% |
| 净利润同比 | — | -53.1% |
| 每股收益（稀释后） | $0.05 | $2.13 |
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ASCALM
| Q4 25 | — | $769.5M | ||
| Q3 25 | — | $922.6M | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $954.7M | ||
| Q3 24 | — | $785.9M | ||
| Q1 24 | $1.1B | $703.1M | ||
| Q4 23 | $1.3B | $523.2M | ||
| Q3 23 | — | $459.3M |
净利润ASCALM
| Q4 25 | — | $102.8M | ||
| Q3 25 | — | $199.3M | ||
| Q1 25 | — | $508.5M | ||
| Q4 24 | — | $219.1M | ||
| Q3 24 | — | $150.0M | ||
| Q1 24 | $19.0M | $146.7M | ||
| Q4 23 | $-95.0M | $17.0M | ||
| Q3 23 | — | $926.0K |
毛利率ASCALM
| Q4 25 | — | 27.0% | ||
| Q3 25 | — | 33.7% | ||
| Q1 25 | — | 50.5% | ||
| Q4 24 | — | 37.3% | ||
| Q3 24 | — | 31.5% | ||
| Q1 24 | 52.8% | 31.1% | ||
| Q4 23 | 51.9% | 17.4% | ||
| Q3 23 | — | 9.9% |
营业利润率ASCALM
| Q4 25 | — | 16.1% | ||
| Q3 25 | — | 27.0% | ||
| Q1 25 | — | 44.8% | ||
| Q4 24 | — | 29.1% | ||
| Q3 24 | — | 23.8% | ||
| Q1 24 | 12.4% | 23.2% | ||
| Q4 23 | — | 2.7% | ||
| Q3 23 | — | -1.5% |
净利率ASCALM
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 21.6% | ||
| Q1 25 | — | 35.9% | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 19.1% | ||
| Q1 24 | 1.8% | 20.9% | ||
| Q4 23 | -7.2% | 3.3% | ||
| Q3 23 | — | 0.2% |
每股收益（稀释后）ASCALM
| Q4 25 | — | $2.13 | ||
| Q3 25 | — | $4.12 | ||
| Q1 25 | — | $10.38 | ||
| Q4 24 | — | $4.47 | ||
| Q3 24 | — | $3.06 | ||
| Q1 24 | $0.05 | $3.00 | ||
| Q4 23 | $-0.11 | $0.35 | ||
| Q3 23 | — | $0.02 |
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 | — | $369.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $2.7B |
| 总资产 | — | $3.1B |
| 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ASCALM
| Q4 25 | — | $369.4M | ||
| Q3 25 | — | $251.9M | ||
| Q1 25 | — | $497.2M | ||
| Q4 24 | — | $140.3M | ||
| Q3 24 | — | $181.7M | ||
| Q1 24 | — | $367.1M | ||
| Q4 23 | $483.4M | $361.8M | ||
| Q3 23 | — | $360.3M |
总债务ASCALM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | $6.3B | — | ||
| Q3 23 | — | — |
股东权益ASCALM
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $1.9B | ||
| Q1 24 | — | $1.7B | ||
| Q4 23 | $-156.8M | $1.6B | ||
| Q3 23 | — | $1.6B |
总资产ASCALM
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.2B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.4B | ||
| Q1 24 | — | $2.1B | ||
| Q4 23 | $8.4B | $2.0B | ||
| Q3 23 | — | $1.9B |
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 | $114.3M | $94.8M |
| 自由现金流经营现金流 - 资本支出 | $92.2M | $47.9M |
| 自由现金流率自由现金流/营收 | 8.8% | 6.2% |
| 资本支出强度资本支出/营收 | 2.1% | 6.1% |
| 现金转化率经营现金流/净利润 | 6.02× | 0.92× |
| 过去12个月自由现金流最近4个季度 | — | $895.9M |
8季度趋势，按日历期对齐
经营现金流ASCALM
| Q4 25 | — | $94.8M | ||
| Q3 25 | — | $278.6M | ||
| Q1 25 | — | $571.6M | ||
| Q4 24 | — | $122.7M | ||
| Q3 24 | — | $117.5M | ||
| Q1 24 | $114.3M | $164.0M | ||
| Q4 23 | $199.0M | $50.0M | ||
| Q3 23 | — | $23.7M |
自由现金流ASCALM
| Q4 25 | — | $47.9M | ||
| Q3 25 | — | $233.3M | ||
| Q1 25 | — | $521.8M | ||
| Q4 24 | — | $92.9M | ||
| Q3 24 | — | $81.7M | ||
| Q1 24 | $92.2M | $133.8M | ||
| Q4 23 | $75.4M | $10.9M | ||
| Q3 23 | — | $-3.0M |
自由现金流率ASCALM
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 25.3% | ||
| Q1 25 | — | 36.8% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | — | 10.4% | ||
| Q1 24 | 8.8% | 19.0% | ||
| Q4 23 | 5.7% | 2.1% | ||
| Q3 23 | — | -0.6% |
资本支出强度ASCALM
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | 4.9% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 4.6% | ||
| Q1 24 | 2.1% | 4.3% | ||
| Q4 23 | 9.4% | 7.5% | ||
| Q3 23 | — | 5.8% |
现金转化率ASCALM
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 1.40× | ||
| Q1 25 | — | 1.12× | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | — | 0.78× | ||
| Q1 24 | 6.02× | 1.12× | ||
| Q4 23 | — | 2.94× | ||
| Q3 23 | — | 25.58× |
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
AS
| Americas2 | $409.6M | 39% |
| EMEA1 | $356.9M | 34% |
| Greater China3 | $205.6M | 20% |
| Asia Pacific4 | $78.2M | 7% |
CALM
| Retail | $625.4M | 81% |
| Prepared Foods | $71.7M | 9% |
| Egg Products | $34.5M | 4% |
| Service Other | $19.2M | 2% |
| Other | $13.8M | 2% |
