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CAL-MAINE FOODS INC（CALM）与Globe Life（GL）财务数据对比。点击上方公司名可切换其他公司
Globe Life的季度营收约是CAL-MAINE FOODS INC的2.0倍（$1.5B vs $769.5M），Globe Life净利率更高（17.5% vs 13.4%，领先4.2%），Globe Life同比增速更快（3.6% vs -19.4%），Globe Life自由现金流更多（$330.1M vs $47.9M），过去两年CAL-MAINE FOODS INC的营收复合增速更高（29.4% vs 3.6%）
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。
Globe Life Inc.（股票代码：GL）是总部位于美国得克萨斯州麦金尼的金融服务控股公司，在纽约证券交易所上市，通过旗下全资子公司开展业务，主营人寿保险、年金产品及补充健康保险产品。
CALM vs GL — 直观对比
营收规模更大
GL
是对方的2.0倍
$769.5M
营收增速更快
GL
高出23.0%
-19.4%
净利率更高
GL
高出4.2%
13.4%
自由现金流更多
GL
多$282.2M
$47.9M
两年增速更快
CALM
近两年复合增速
3.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $1.5B |
| 净利润 | $102.8M | $266.1M |
| 毛利率 | 27.0% | — |
| 营业利润率 | 16.1% | 21.7% |
| 净利率 | 13.4% | 17.5% |
| 营收同比 | -19.4% | 3.6% |
| 净利润同比 | -53.1% | 4.3% |
| 每股收益（稀释后） | $2.13 | $3.28 |
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CALMGL
| Q4 25 | $769.5M | $1.5B | ||
| Q3 25 | $922.6M | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $954.7M | $1.5B | ||
| Q3 24 | $785.9M | $1.5B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | $703.1M | $1.4B |
净利润CALMGL
| Q4 25 | $102.8M | $266.1M | ||
| Q3 25 | $199.3M | $387.8M | ||
| Q2 25 | — | $252.7M | ||
| Q1 25 | $508.5M | $254.6M | ||
| Q4 24 | $219.1M | $255.2M | ||
| Q3 24 | $150.0M | $303.0M | ||
| Q2 24 | — | $258.4M | ||
| Q1 24 | $146.7M | $254.2M |
毛利率CALMGL
| Q4 25 | 27.0% | — | ||
| Q3 25 | 33.7% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 50.5% | — | ||
| Q4 24 | 37.3% | — | ||
| Q3 24 | 31.5% | 26.1% | ||
| Q2 24 | — | 23.3% | ||
| Q1 24 | 31.1% | 23.1% |
营业利润率CALMGL
| Q4 25 | 16.1% | 21.7% | ||
| Q3 25 | 27.0% | 31.5% | ||
| Q2 25 | — | 21.2% | ||
| Q1 25 | 44.8% | 21.4% | ||
| Q4 24 | 29.1% | 21.3% | ||
| Q3 24 | 23.8% | 26.3% | ||
| Q2 24 | — | 23.5% | ||
| Q1 24 | 23.2% | 23.1% |
净利率CALMGL
| Q4 25 | 13.4% | 17.5% | ||
| Q3 25 | 21.6% | 25.6% | ||
| Q2 25 | — | 17.1% | ||
| Q1 25 | 35.9% | 17.2% | ||
| Q4 24 | 22.9% | 17.4% | ||
| Q3 24 | 19.1% | 20.8% | ||
| Q2 24 | — | 17.9% | ||
| Q1 24 | 20.9% | 18.0% |
每股收益（稀释后）CALMGL
| Q4 25 | $2.13 | $3.28 | ||
| Q3 25 | $4.12 | $4.73 | ||
| Q2 25 | — | $3.05 | ||
| Q1 25 | $10.38 | $3.01 | ||
| Q4 24 | $4.47 | $3.00 | ||
| Q3 24 | $3.06 | $3.44 | ||
| Q2 24 | — | $2.83 | ||
| Q1 24 | $3.00 | $2.67 |
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 | $314.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $6.0B |
| 总资产 | $3.1B | $30.8B |
| 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CALMGL
| Q4 25 | $369.4M | $314.7M | ||
| Q3 25 | $251.9M | $62.8M | ||
| Q2 25 | — | $116.7M | ||
| Q1 25 | $497.2M | $134.1M | ||
| Q4 24 | $140.3M | $85.0M | ||
| Q3 24 | $181.7M | $100.5M | ||
| Q2 24 | — | $100.6M | ||
| Q1 24 | $367.1M | $58.4M |
股东权益CALMGL
| Q4 25 | $2.7B | $6.0B | ||
| Q3 25 | $2.7B | $5.7B | ||
| Q2 25 | — | $5.4B | ||
| Q1 25 | $2.4B | $5.4B | ||
| Q4 24 | $2.0B | $5.3B | ||
| Q3 24 | $1.9B | $4.6B | ||
| Q2 24 | — | $5.2B | ||
| Q1 24 | $1.7B | $5.0B |
总资产CALMGL
| Q4 25 | $3.1B | $30.8B | ||
| Q3 25 | $3.2B | $30.5B | ||
| Q2 25 | — | $29.8B | ||
| Q1 25 | $3.1B | $29.7B | ||
| Q4 24 | $2.5B | $29.1B | ||
| Q3 24 | $2.4B | $29.6B | ||
| Q2 24 | — | $28.3B | ||
| Q1 24 | $2.1B | $28.6B |
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 | $350.6M |
| 自由现金流经营现金流 - 资本支出 | $47.9M | $330.1M |
| 自由现金流率自由现金流/营收 | 6.2% | 21.7% |
| 资本支出强度资本支出/营收 | 6.1% | 1.3% |
| 现金转化率经营现金流/净利润 | 0.92× | 1.32× |
| 过去12个月自由现金流最近4个季度 | $895.9M | $1.3B |
8季度趋势，按日历期对齐
经营现金流CALMGL
| Q4 25 | $94.8M | $350.6M | ||
| Q3 25 | $278.6M | $306.0M | ||
| Q2 25 | — | $307.9M | ||
| Q1 25 | $571.6M | $431.9M | ||
| Q4 24 | $122.7M | $336.9M | ||
| Q3 24 | $117.5M | $340.6M | ||
| Q2 24 | — | $374.1M | ||
| Q1 24 | $164.0M | $350.8M |
自由现金流CALMGL
| Q4 25 | $47.9M | $330.1M | ||
| Q3 25 | $233.3M | $208.7M | ||
| Q2 25 | — | $295.0M | ||
| Q1 25 | $521.8M | $420.1M | ||
| Q4 24 | $92.9M | $321.9M | ||
| Q3 24 | $81.7M | $311.3M | ||
| Q2 24 | — | $356.5M | ||
| Q1 24 | $133.8M | $341.7M |
自由现金流率CALMGL
| Q4 25 | 6.2% | 21.7% | ||
| Q3 25 | 25.3% | 13.8% | ||
| Q2 25 | — | 19.9% | ||
| Q1 25 | 36.8% | 28.4% | ||
| Q4 24 | 9.7% | 22.0% | ||
| Q3 24 | 10.4% | 21.4% | ||
| Q2 24 | — | 24.8% | ||
| Q1 24 | 19.0% | 24.1% |
资本支出强度CALMGL
| Q4 25 | 6.1% | 1.3% | ||
| Q3 25 | 4.9% | 6.4% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | 3.5% | 0.8% | ||
| Q4 24 | 3.1% | 1.0% | ||
| Q3 24 | 4.6% | 2.0% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | 4.3% | 0.6% |
现金转化率CALMGL
| Q4 25 | 0.92× | 1.32× | ||
| Q3 25 | 1.40× | 0.79× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | 1.12× | 1.70× | ||
| Q4 24 | 0.56× | 1.32× | ||
| Q3 24 | 0.78× | 1.12× | ||
| Q2 24 | — | 1.45× | ||
| Q1 24 | 1.12× | 1.38× |
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% |
GL
| Life Segment | $849.6M | 56% |
| Health Segment | $392.3M | 26% |
| Investment Segment | $281.4M | 19% |
