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CAL-MAINE FOODS INC（CALM）与Church & Dwight（CHD）财务数据对比。点击上方公司名可切换其他公司
Church & Dwight的季度营收约是CAL-MAINE FOODS INC的2.1倍（$1.6B vs $769.5M）。CAL-MAINE FOODS INC净利率更高（13.4% vs 8.7%，领先4.6%）。Church & Dwight同比增速更快（3.9% vs -19.4%）。过去两年CAL-MAINE FOODS INC的营收复合增速更高（21.3% vs 4.6%）
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。
Church & Dwight是美国知名消费品企业，成立于1847年，总部位于新泽西州尤因。公司主营个人护理、家居用品及特色产品，旗下拥有Arm & Hammer、Trojan、OxiClean等知名品牌，2022年全年营收达54亿美元。
CALM vs CHD — 直观对比
营收规模更大
CHD
是对方的2.1倍
$769.5M
营收增速更快
CHD
高出23.3%
-19.4%
净利率更高
CALM
高出4.6%
8.7%
两年增速更快
CALM
近两年复合增速
4.6%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $1.6B |
| 净利润 | $102.8M | $143.5M |
| 毛利率 | 27.0% | 45.8% |
| 营业利润率 | 16.1% | 16.2% |
| 净利率 | 13.4% | 8.7% |
| 营收同比 | -19.4% | 3.9% |
| 净利润同比 | -53.1% | -24.2% |
| 每股收益（稀释后） | $2.13 | $0.60 |
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CALMCHD
| Q4 25 | $769.5M | $1.6B | ||
| Q3 25 | $922.6M | $1.6B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $954.7M | $1.6B | ||
| Q3 24 | $785.9M | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | $703.1M | $1.5B |
净利润CALMCHD
| Q4 25 | $102.8M | $143.5M | ||
| Q3 25 | $199.3M | $182.2M | ||
| Q2 25 | — | $191.0M | ||
| Q1 25 | $508.5M | $220.1M | ||
| Q4 24 | $219.1M | $189.2M | ||
| Q3 24 | $150.0M | $-75.1M | ||
| Q2 24 | — | $243.5M | ||
| Q1 24 | $146.7M | $227.7M |
毛利率CALMCHD
| Q4 25 | 27.0% | 45.8% | ||
| Q3 25 | 33.7% | 45.1% | ||
| Q2 25 | — | 43.0% | ||
| Q1 25 | 50.5% | 45.0% | ||
| Q4 24 | 37.3% | 44.7% | ||
| Q3 24 | 31.5% | 45.2% | ||
| Q2 24 | — | 47.1% | ||
| Q1 24 | 31.1% | 45.7% |
营业利润率CALMCHD
| Q4 25 | 16.1% | 16.2% | ||
| Q3 25 | 27.0% | 16.1% | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | 44.8% | 20.1% | ||
| Q4 24 | 29.1% | 16.2% | ||
| Q3 24 | 23.8% | -6.1% | ||
| Q2 24 | — | 22.3% | ||
| Q1 24 | 23.2% | 20.3% |
净利率CALMCHD
| Q4 25 | 13.4% | 8.7% | ||
| Q3 25 | 21.6% | 11.5% | ||
| Q2 25 | — | 12.7% | ||
| Q1 25 | 35.9% | 15.0% | ||
| Q4 24 | 22.9% | 12.0% | ||
| Q3 24 | 19.1% | -5.0% | ||
| Q2 24 | — | 16.1% | ||
| Q1 24 | 20.9% | 15.1% |
每股收益（稀释后）CALMCHD
| Q4 25 | $2.13 | $0.60 | ||
| Q3 25 | $4.12 | $0.75 | ||
| Q2 25 | — | $0.78 | ||
| Q1 25 | $10.38 | $0.89 | ||
| Q4 24 | $4.47 | $0.76 | ||
| Q3 24 | $3.06 | $-0.31 | ||
| Q2 24 | — | $0.99 | ||
| Q1 24 | $3.00 | $0.93 |
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 | $409.0M |
| 总债务越低越好 | — | $2.2B |
| 股东权益账面价值 | $2.7B | $4.0B |
| 总资产 | $3.1B | $8.9B |
| 负债/权益比越低杠杆越低 | — | 0.55× |
8季度趋势，按日历期对齐
现金及短期投资CALMCHD
| Q4 25 | $369.4M | $409.0M | ||
| Q3 25 | $251.9M | $305.3M | ||
| Q2 25 | — | $923.2M | ||
| Q1 25 | $497.2M | $1.1B | ||
| Q4 24 | $140.3M | $964.1M | ||
| Q3 24 | $181.7M | $752.1M | ||
| Q2 24 | — | $491.7M | ||
| Q1 24 | $367.1M | $349.7M |
总债务CALMCHD
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.2B | ||
| Q1 24 | — | $2.2B |
股东权益CALMCHD
| Q4 25 | $2.7B | $4.0B | ||
| Q3 25 | $2.7B | $4.2B | ||
| Q2 25 | — | $4.4B | ||
| Q1 25 | $2.4B | $4.6B | ||
| Q4 24 | $2.0B | $4.4B | ||
| Q3 24 | $1.9B | $4.2B | ||
| Q2 24 | — | $4.3B | ||
| Q1 24 | $1.7B | $4.1B |
总资产CALMCHD
| Q4 25 | $3.1B | $8.9B | ||
| Q3 25 | $3.2B | $9.1B | ||
| Q2 25 | — | $8.8B | ||
| Q1 25 | $3.1B | $9.0B | ||
| Q4 24 | $2.5B | $8.9B | ||
| Q3 24 | $2.4B | $8.7B | ||
| Q2 24 | — | $8.8B | ||
| Q1 24 | $2.1B | $8.6B |
负债/权益比CALMCHD
| Q4 25 | — | 0.55× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 0.54× |
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 | $94.8M | — |
| 自由现金流经营现金流 - 资本支出 | $47.9M | — |
| 自由现金流率自由现金流/营收 | 6.2% | — |
| 资本支出强度资本支出/营收 | 6.1% | 3.4% |
| 现金转化率经营现金流/净利润 | 0.92× | — |
| 过去12个月自由现金流最近4个季度 | $1.0B | — |
8季度趋势，按日历期对齐
经营现金流CALMCHD
| Q4 25 | $94.8M | — | ||
| Q3 25 | $278.6M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $571.6M | — | ||
| Q4 24 | $122.7M | $292.3M | ||
| Q3 24 | $117.5M | $364.0M | ||
| Q2 24 | — | $236.9M | ||
| Q1 24 | $164.0M | $263.0M |
自由现金流CALMCHD
| Q4 25 | $47.9M | — | ||
| Q3 25 | $233.3M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $521.8M | — | ||
| Q4 24 | $92.9M | $237.7M | ||
| Q3 24 | $81.7M | $315.4M | ||
| Q2 24 | — | $206.6M | ||
| Q1 24 | $133.8M | $216.7M |
自由现金流率CALMCHD
| Q4 25 | 6.2% | — | ||
| Q3 25 | 25.3% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 36.8% | — | ||
| Q4 24 | 9.7% | 15.0% | ||
| Q3 24 | 10.4% | 20.9% | ||
| Q2 24 | — | 13.7% | ||
| Q1 24 | 19.0% | 14.4% |
资本支出强度CALMCHD
| Q4 25 | 6.1% | 3.4% | ||
| Q3 25 | 4.9% | 1.8% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | 3.5% | 1.1% | ||
| Q4 24 | 3.1% | 3.5% | ||
| Q3 24 | 4.6% | 3.2% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | 4.3% | 3.1% |
现金转化率CALMCHD
| Q4 25 | 0.92× | — | ||
| Q3 25 | 1.40× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 0.56× | 1.54× | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | — | 0.97× | ||
| Q1 24 | 1.12× | 1.16× |
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
CALM
| Retail | $625.4M | 81% |
| Prepared Foods | $71.7M | 9% |
| Egg Products | $34.5M | 4% |
| Service Other | $19.2M | 2% |
| Other | $13.8M | 2% |
CHD
| Household Products | $645.3M | 39% |
| Personal Care Products | $625.9M | 38% |
| Consumer International | $299.8M | 18% |
| Specialty Products Division | $73.2M | 4% |
