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CAL-MAINE FOODS INC（CALM）与IES Holdings, Inc.（IESC）财务数据对比。点击上方公司名可切换其他公司
IES Holdings, Inc.的季度营收约是CAL-MAINE FOODS INC的1.1倍（$871.0M vs $769.5M），CAL-MAINE FOODS INC净利率更高（13.4% vs 10.5%，领先2.8%），IES Holdings, Inc.同比增速更快（16.2% vs -19.4%），CAL-MAINE FOODS INC自由现金流更多（$47.9M vs $-18.9M），过去两年CAL-MAINE FOODS INC的营收复合增速更高（29.4% vs 11.1%）
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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
CALM vs IESC — 直观对比
营收规模更大
IESC
是对方的1.1倍
$769.5M
营收增速更快
IESC
高出35.6%
-19.4%
净利率更高
CALM
高出2.8%
10.5%
自由现金流更多
CALM
多$66.8M
$-18.9M
两年增速更快
CALM
近两年复合增速
11.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $871.0M |
| 净利润 | $102.8M | $91.8M |
| 毛利率 | 27.0% | 25.3% |
| 营业利润率 | 16.1% | 11.2% |
| 净利率 | 13.4% | 10.5% |
| 营收同比 | -19.4% | 16.2% |
| 净利润同比 | -53.1% | 59.1% |
| 每股收益（稀释后） | $2.13 | $4.51 |
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CALMIESC
| Q4 25 | $769.5M | $871.0M | ||
| Q3 25 | $922.6M | $897.8M | ||
| Q2 25 | — | $890.2M | ||
| Q1 25 | $1.4B | $834.0M | ||
| Q4 24 | $954.7M | $749.5M | ||
| Q3 24 | $785.9M | $775.8M | ||
| Q2 24 | — | $768.4M | ||
| Q1 24 | $703.1M | $705.7M |
净利润CALMIESC
| Q4 25 | $102.8M | $91.8M | ||
| Q3 25 | $199.3M | $102.3M | ||
| Q2 25 | — | $79.3M | ||
| Q1 25 | $508.5M | $72.6M | ||
| Q4 24 | $219.1M | $57.7M | ||
| Q3 24 | $150.0M | $65.5M | ||
| Q2 24 | — | $66.6M | ||
| Q1 24 | $146.7M | $56.8M |
毛利率CALMIESC
| Q4 25 | 27.0% | 25.3% | ||
| Q3 25 | 33.7% | 26.0% | ||
| Q2 25 | — | 26.9% | ||
| Q1 25 | 50.5% | 25.0% | ||
| Q4 24 | 37.3% | 23.8% | ||
| Q3 24 | 31.5% | 24.0% | ||
| Q2 24 | — | 25.3% | ||
| Q1 24 | 31.1% | 24.3% |
营业利润率CALMIESC
| Q4 25 | 16.1% | 11.2% | ||
| Q3 25 | 27.0% | 11.6% | ||
| Q2 25 | — | 12.6% | ||
| Q1 25 | 44.8% | 11.1% | ||
| Q4 24 | 29.1% | 10.0% | ||
| Q3 24 | 23.8% | 9.7% | ||
| Q2 24 | — | 11.7% | ||
| Q1 24 | 23.2% | 11.0% |
净利率CALMIESC
| Q4 25 | 13.4% | 10.5% | ||
| Q3 25 | 21.6% | 11.4% | ||
| Q2 25 | — | 8.9% | ||
| Q1 25 | 35.9% | 8.7% | ||
| Q4 24 | 22.9% | 7.7% | ||
| Q3 24 | 19.1% | 8.4% | ||
| Q2 24 | — | 8.7% | ||
| Q1 24 | 20.9% | 8.0% |
每股收益（稀释后）CALMIESC
| Q4 25 | $2.13 | $4.51 | ||
| Q3 25 | $4.12 | $4.99 | ||
| Q2 25 | — | $3.81 | ||
| Q1 25 | $10.38 | $3.50 | ||
| Q4 24 | $4.47 | $2.72 | ||
| Q3 24 | $3.06 | $3.06 | ||
| Q2 24 | — | $2.67 | ||
| Q1 24 | $3.00 | $2.29 |
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 | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $961.1M |
| 总资产 | $3.1B | $1.7B |
| 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CALMIESC
| Q4 25 | $369.4M | $258.7M | ||
| Q3 25 | $251.9M | $231.8M | ||
| Q2 25 | — | $168.3M | ||
| Q1 25 | $497.2M | $88.3M | ||
| Q4 24 | $140.3M | $112.0M | ||
| Q3 24 | $181.7M | $135.8M | ||
| Q2 24 | — | $44.9M | ||
| Q1 24 | $367.1M | $106.0M |
股东权益CALMIESC
| Q4 25 | $2.7B | $961.1M | ||
| Q3 25 | $2.7B | $884.0M | ||
| Q2 25 | — | $781.4M | ||
| Q1 25 | $2.4B | $705.8M | ||
| Q4 24 | $2.0B | $652.4M | ||
| Q3 24 | $1.9B | $611.1M | ||
| Q2 24 | — | $567.5M | ||
| Q1 24 | $1.7B | $534.8M |
总资产CALMIESC
| Q4 25 | $3.1B | $1.7B | ||
| Q3 25 | $3.2B | $1.6B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | $3.1B | $1.4B | ||
| Q4 24 | $2.5B | $1.3B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | $2.1B | $1.1B |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $47.9M | $-18.9M |
| 自由现金流率自由现金流/营收 | 6.2% | -2.2% |
| 资本支出强度资本支出/营收 | 6.1% | 5.3% |
| 现金转化率经营现金流/净利润 | 0.92× | 0.30× |
| 过去12个月自由现金流最近4个季度 | $895.9M | $175.9M |
8季度趋势，按日历期对齐
经营现金流CALMIESC
| Q4 25 | $94.8M | $27.7M | ||
| Q3 25 | $278.6M | $132.0M | ||
| Q2 25 | — | $92.0M | ||
| Q1 25 | $571.6M | $24.8M | ||
| Q4 24 | $122.7M | $37.3M | ||
| Q3 24 | $117.5M | $92.8M | ||
| Q2 24 | — | $82.9M | ||
| Q1 24 | $164.0M | $33.7M |
自由现金流CALMIESC
| Q4 25 | $47.9M | $-18.9M | ||
| Q3 25 | $233.3M | $112.0M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | $521.8M | $7.9M | ||
| Q4 24 | $92.9M | $24.1M | ||
| Q3 24 | $81.7M | $78.5M | ||
| Q2 24 | — | $65.4M | ||
| Q1 24 | $133.8M | $26.9M |
自由现金流率CALMIESC
| Q4 25 | 6.2% | -2.2% | ||
| Q3 25 | 25.3% | 12.5% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | 36.8% | 0.9% | ||
| Q4 24 | 9.7% | 3.2% | ||
| Q3 24 | 10.4% | 10.1% | ||
| Q2 24 | — | 8.5% | ||
| Q1 24 | 19.0% | 3.8% |
资本支出强度CALMIESC
| Q4 25 | 6.1% | 5.3% | ||
| Q3 25 | 4.9% | 2.2% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | 3.5% | 2.0% | ||
| Q4 24 | 3.1% | 1.8% | ||
| Q3 24 | 4.6% | 1.8% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | 4.3% | 1.0% |
现金转化率CALMIESC
| Q4 25 | 0.92× | 0.30× | ||
| Q3 25 | 1.40× | 1.29× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | 1.12× | 0.34× | ||
| Q4 24 | 0.56× | 0.65× | ||
| Q3 24 | 0.78× | 1.42× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | 1.12× | 0.59× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
