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Conagra Brands（CAG）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是Conagra Brands的1.4倍（$4.2B vs $3.0B），Raymond James Financial净利率更高（13.5% vs -22.3%，领先35.8%），Raymond James Financial同比增速更快（3.5% vs -6.8%），Conagra Brands自由现金流更多（$138.8M vs $-56.0M），过去两年Raymond James Financial的营收复合增速更高（7.1% vs -0.9%）
Conagra Brands是美国包装消费品控股企业，1919年于内布拉斯加州成立，总部设在伊利诺伊州芝加哥。公司旗下拥有多个食品品牌，产品覆盖超市、餐厅及各类餐饮服务场所，2022年位列《财富》美国500强第331位。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
CAG vs RJF — 直观对比
营收规模更大
RJF
是对方的1.4倍
$3.0B
营收增速更快
RJF
高出10.3%
-6.8%
净利率更高
RJF
高出35.8%
-22.3%
自由现金流更多
CAG
多$194.8M
$-56.0M
两年增速更快
RJF
近两年复合增速
-0.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $4.2B |
| 净利润 | $-663.6M | $563.0M |
| 毛利率 | 23.4% | — |
| 营业利润率 | -20.1% | — |
| 净利率 | -22.3% | 13.5% |
| 营收同比 | -6.8% | 3.5% |
| 净利润同比 | -333.3% | -6.2% |
| 每股收益（稀释后） | $-1.39 | $2.79 |
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CAGRJF
| Q4 25 | $3.0B | $4.2B | ||
| Q3 25 | $2.6B | $4.2B | ||
| Q2 25 | $2.8B | $3.8B | ||
| Q1 25 | $2.8B | $3.8B | ||
| Q4 24 | $3.2B | $4.0B | ||
| Q3 24 | $2.8B | $4.0B | ||
| Q2 24 | $2.9B | $3.8B | ||
| Q1 24 | $3.0B | $3.6B |
净利润CAGRJF
| Q4 25 | $-663.6M | $563.0M | ||
| Q3 25 | $164.5M | $604.0M | ||
| Q2 25 | $256.0M | $436.0M | ||
| Q1 25 | $145.1M | $495.0M | ||
| Q4 24 | $284.5M | $600.0M | ||
| Q3 24 | $466.8M | $602.0M | ||
| Q2 24 | $-567.3M | $492.0M | ||
| Q1 24 | $308.6M | $476.0M |
毛利率CAGRJF
| Q4 25 | 23.4% | — | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | 25.4% | — | ||
| Q1 25 | 25.0% | — | ||
| Q4 24 | 26.5% | — | ||
| Q3 24 | 26.5% | — | ||
| Q2 24 | 27.7% | — | ||
| Q1 24 | 28.3% | — |
营业利润率CAGRJF
| Q4 25 | -20.1% | — | ||
| Q3 25 | 13.2% | — | ||
| Q2 25 | 0.1% | 14.7% | ||
| Q1 25 | 13.9% | 17.5% | ||
| Q4 24 | 14.8% | 18.6% | ||
| Q3 24 | 17.7% | — | ||
| Q2 24 | -16.3% | 17.1% | ||
| Q1 24 | 19.1% | 16.7% |
净利率CAGRJF
| Q4 25 | -22.3% | 13.5% | ||
| Q3 25 | 6.2% | 14.4% | ||
| Q2 25 | 9.2% | 11.3% | ||
| Q1 25 | 5.1% | 12.9% | ||
| Q4 24 | 8.9% | 14.9% | ||
| Q3 24 | 16.7% | 15.0% | ||
| Q2 24 | -19.5% | 13.1% | ||
| Q1 24 | 10.2% | 13.1% |
每股收益（稀释后）CAGRJF
| Q4 25 | $-1.39 | $2.79 | ||
| Q3 25 | $0.34 | $2.96 | ||
| Q2 25 | $0.54 | $2.12 | ||
| Q1 25 | $0.30 | $2.36 | ||
| Q4 24 | $0.59 | $2.86 | ||
| Q3 24 | $0.97 | $2.85 | ||
| Q2 24 | $-1.19 | $2.31 | ||
| Q1 24 | $0.64 | $2.22 |
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 | $46.6M | $9.9B |
| 总债务越低越好 | $7.2B | — |
| 股东权益账面价值 | $8.1B | $12.6B |
| 总资产 | $19.5B | $88.8B |
| 负债/权益比越低杠杆越低 | 0.89× | — |
8季度趋势，按日历期对齐
现金及短期投资CAGRJF
| Q4 25 | $46.6M | $9.9B | ||
| Q3 25 | $698.1M | $11.4B | ||
| Q2 25 | $68.0M | $9.2B | ||
| Q1 25 | $49.4M | $9.7B | ||
| Q4 24 | $37.4M | $10.0B | ||
| Q3 24 | $128.7M | $11.0B | ||
| Q2 24 | $77.7M | $9.1B | ||
| Q1 24 | $78.5M | $10.0B |
总债务CAGRJF
| Q4 25 | $7.2B | — | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $7.3B | — | ||
| Q4 24 | $7.3B | — | ||
| Q3 24 | $7.5B | — | ||
| Q2 24 | $7.5B | — | ||
| Q1 24 | $8.5B | — |
股东权益CAGRJF
| Q4 25 | $8.1B | $12.6B | ||
| Q3 25 | $8.9B | $12.5B | ||
| Q2 25 | $8.9B | $12.3B | ||
| Q1 25 | $8.8B | $12.2B | ||
| Q4 24 | $8.8B | $11.9B | ||
| Q3 24 | $8.7B | $11.7B | ||
| Q2 24 | $8.4B | $11.2B | ||
| Q1 24 | $9.2B | $11.0B |
总资产CAGRJF
| Q4 25 | $19.5B | $88.8B | ||
| Q3 25 | $21.2B | $88.2B | ||
| Q2 25 | $20.9B | $84.8B | ||
| Q1 25 | $20.7B | $83.1B | ||
| Q4 24 | $21.0B | $82.3B | ||
| Q3 24 | $21.2B | $83.0B | ||
| Q2 24 | $20.9B | $80.6B | ||
| Q1 24 | $21.9B | $81.2B |
负债/权益比CAGRJF
| Q4 25 | 0.89× | — | ||
| Q3 25 | 0.92× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 0.83× | — | ||
| Q3 24 | 0.86× | — | ||
| Q2 24 | 0.89× | — | ||
| Q1 24 | 0.93× | — |
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 | $210.6M | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $138.8M | $-56.0M |
| 自由现金流率自由现金流/营收 | 4.7% | -1.3% |
| 资本支出强度资本支出/营收 | 2.4% | 1.1% |
| 现金转化率经营现金流/净利润 | — | -0.02× |
| 过去12个月自由现金流最近4个季度 | $876.4M | $1.4B |
8季度趋势，按日历期对齐
经营现金流CAGRJF
| Q4 25 | $210.6M | $-10.0M | ||
| Q3 25 | $120.6M | $796.0M | ||
| Q2 25 | $345.7M | $691.0M | ||
| Q1 25 | $592.0M | $117.0M | ||
| Q4 24 | $485.6M | $830.0M | ||
| Q3 24 | $268.6M | $510.0M | ||
| Q2 24 | $484.3M | $711.0M | ||
| Q1 24 | $676.7M | $391.0M |
自由现金流CAGRJF
| Q4 25 | $138.8M | $-56.0M | ||
| Q3 25 | $-26.2M | $752.0M | ||
| Q2 25 | $260.6M | $634.0M | ||
| Q1 25 | $503.2M | $71.0M | ||
| Q4 24 | $403.2M | $789.0M | ||
| Q3 24 | $135.6M | $460.0M | ||
| Q2 24 | $405.8M | $655.0M | ||
| Q1 24 | $581.1M | $342.0M |
自由现金流率CAGRJF
| Q4 25 | 4.7% | -1.3% | ||
| Q3 25 | -1.0% | 17.9% | ||
| Q2 25 | 9.4% | 16.5% | ||
| Q1 25 | 17.7% | 1.8% | ||
| Q4 24 | 12.6% | 19.6% | ||
| Q3 24 | 4.9% | 11.5% | ||
| Q2 24 | 14.0% | 17.4% | ||
| Q1 24 | 19.2% | 9.4% |
资本支出强度CAGRJF
| Q4 25 | 2.4% | 1.1% | ||
| Q3 25 | 5.6% | 1.1% | ||
| Q2 25 | 3.1% | 1.5% | ||
| Q1 25 | 3.1% | 1.2% | ||
| Q4 24 | 2.6% | 1.0% | ||
| Q3 24 | 4.8% | 1.2% | ||
| Q2 24 | 2.7% | 1.5% | ||
| Q1 24 | 3.2% | 1.3% |
现金转化率CAGRJF
| Q4 25 | — | -0.02× | ||
| Q3 25 | 0.73× | 1.32× | ||
| Q2 25 | 1.35× | 1.58× | ||
| Q1 25 | 4.08× | 0.24× | ||
| Q4 24 | 1.71× | 1.38× | ||
| Q3 24 | 0.58× | 0.85× | ||
| Q2 24 | — | 1.45× | ||
| Q1 24 | 2.19× | 0.82× |
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
CAG
| Frozen | $1.1B | 35% |
| Other Shelf Stable | $625.2M | 21% |
| Snacks | $583.9M | 20% |
| Foodservice | $288.4M | 10% |
| Other | $230.4M | 8% |
| Refrigerated | $196.0M | 7% |
RJF
暂无分部数据
