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CAL-MAINE FOODS INC（CALM）与Essex Property Trust（ESS）财务数据对比。点击上方公司名可切换其他公司
CAL-MAINE FOODS INC的季度营收约是Essex Property Trust的1.6倍（$769.5M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 13.4%，领先4.5%），Essex Property Trust同比增速更快（5.5% vs -19.4%），过去两年CAL-MAINE FOODS INC的营收复合增速更高（29.4% vs 6.0%）
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。
Essex Property Trust是一家公开上市的房地产投资信托企业，重点布局美国西海岸优质不动产市场，核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业，在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
CALM vs ESS — 直观对比
营收规模更大
CALM
是对方的1.6倍
$479.6M
营收增速更快
ESS
高出24.9%
-19.4%
净利率更高
ESS
高出4.5%
13.4%
两年增速更快
CALM
近两年复合增速
6.0%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $479.6M |
| 净利润 | $102.8M | $85.7M |
| 毛利率 | 27.0% | 70.0% |
| 营业利润率 | 16.1% | 31.7% |
| 净利率 | 13.4% | 17.9% |
| 营收同比 | -19.4% | 5.5% |
| 净利润同比 | -53.1% | -71.6% |
| 每股收益（稀释后） | $2.13 | $1.24 |
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CALMESS
| Q4 25 | $769.5M | $479.6M | ||
| Q3 25 | $922.6M | $473.3M | ||
| Q2 25 | — | $469.8M | ||
| Q1 25 | $1.4B | $464.6M | ||
| Q4 24 | $954.7M | $454.5M | ||
| Q3 24 | $785.9M | $450.7M | ||
| Q2 24 | — | $442.4M | ||
| Q1 24 | $703.1M | $426.9M |
净利润CALMESS
| Q4 25 | $102.8M | $85.7M | ||
| Q3 25 | $199.3M | $172.7M | ||
| Q2 25 | — | $231.5M | ||
| Q1 25 | $508.5M | $212.8M | ||
| Q4 24 | $219.1M | $301.7M | ||
| Q3 24 | $150.0M | $125.5M | ||
| Q2 24 | — | $99.0M | ||
| Q1 24 | $146.7M | $285.1M |
毛利率CALMESS
| Q4 25 | 27.0% | 70.0% | ||
| Q3 25 | 33.7% | 69.2% | ||
| Q2 25 | — | 70.7% | ||
| Q1 25 | 50.5% | 69.6% | ||
| Q4 24 | 37.3% | 70.0% | ||
| Q3 24 | 31.5% | 69.5% | ||
| Q2 24 | — | 70.8% | ||
| Q1 24 | 31.1% | 69.7% |
营业利润率CALMESS
| Q4 25 | 16.1% | 31.7% | ||
| Q3 25 | 27.0% | 44.5% | ||
| Q2 25 | — | 59.5% | ||
| Q1 25 | 44.8% | 55.3% | ||
| Q4 24 | 29.1% | 67.0% | ||
| Q3 24 | 23.8% | 28.6% | ||
| Q2 24 | — | 31.1% | ||
| Q1 24 | 23.2% | 31.0% |
净利率CALMESS
| Q4 25 | 13.4% | 17.9% | ||
| Q3 25 | 21.6% | 36.5% | ||
| Q2 25 | — | 49.3% | ||
| Q1 25 | 35.9% | 45.8% | ||
| Q4 24 | 22.9% | 66.4% | ||
| Q3 24 | 19.1% | 27.8% | ||
| Q2 24 | — | 22.4% | ||
| Q1 24 | 20.9% | 66.8% |
每股收益（稀释后）CALMESS
| Q4 25 | $2.13 | $1.24 | ||
| Q3 25 | $4.12 | $2.56 | ||
| Q2 25 | — | $3.44 | ||
| Q1 25 | $10.38 | $3.16 | ||
| Q4 24 | $4.47 | $4.00 | ||
| Q3 24 | $3.06 | $1.84 | ||
| Q2 24 | — | $1.45 | ||
| Q1 24 | $3.00 | $4.25 |
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 | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $5.5B |
| 总资产 | $3.1B | $13.2B |
| 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CALMESS
| Q4 25 | $369.4M | $76.2M | ||
| Q3 25 | $251.9M | $66.0M | ||
| Q2 25 | — | $58.7M | ||
| Q1 25 | $497.2M | $98.7M | ||
| Q4 24 | $140.3M | $66.8M | ||
| Q3 24 | $181.7M | $71.3M | ||
| Q2 24 | — | $55.2M | ||
| Q1 24 | $367.1M | $499.0M |
总债务CALMESS
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
股东权益CALMESS
| Q4 25 | $2.7B | $5.5B | ||
| Q3 25 | $2.7B | $5.6B | ||
| Q2 25 | — | $5.6B | ||
| Q1 25 | $2.4B | $5.6B | ||
| Q4 24 | $2.0B | $5.5B | ||
| Q3 24 | $1.9B | $5.4B | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | $1.7B | $5.5B |
总资产CALMESS
| Q4 25 | $3.1B | $13.2B | ||
| Q3 25 | $3.2B | $13.2B | ||
| Q2 25 | — | $13.2B | ||
| Q1 25 | $3.1B | $13.2B | ||
| Q4 24 | $2.5B | $12.9B | ||
| Q3 24 | $2.4B | $12.6B | ||
| Q2 24 | — | $12.5B | ||
| Q1 24 | $2.1B | $12.9B |
负债/权益比CALMESS
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 1.19× |
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 | $1.1B |
| 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% | — |
| 现金转化率经营现金流/净利润 | 0.92× | 12.53× |
| 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CALMESS
| Q4 25 | $94.8M | $1.1B | ||
| Q3 25 | $278.6M | $342.6M | ||
| Q2 25 | — | $216.1M | ||
| Q1 25 | $571.6M | $281.5M | ||
| Q4 24 | $122.7M | $1.1B | ||
| Q3 24 | $117.5M | $316.2M | ||
| Q2 24 | — | $218.9M | ||
| Q1 24 | $164.0M | $314.9M |
自由现金流CALMESS
| Q4 25 | $47.9M | — | ||
| Q3 25 | $233.3M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $521.8M | — | ||
| Q4 24 | $92.9M | — | ||
| Q3 24 | $81.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $133.8M | — |
自由现金流率CALMESS
| Q4 25 | 6.2% | — | ||
| Q3 25 | 25.3% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 36.8% | — | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 10.4% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 19.0% | — |
资本支出强度CALMESS
| Q4 25 | 6.1% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 4.6% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 4.3% | — |
现金转化率CALMESS
| Q4 25 | 0.92× | 12.53× | ||
| Q3 25 | 1.40× | 1.98× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | 1.12× | 1.32× | ||
| Q4 24 | 0.56× | 3.54× | ||
| Q3 24 | 0.78× | 2.52× | ||
| Q2 24 | — | 2.21× | ||
| Q1 24 | 1.12× | 1.10× |
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% |
ESS
暂无分部数据
