vs
CAL-MAINE FOODS INC（CALM）与JELD-WEN Holding, Inc.（JELD）财务数据对比。点击上方公司名可切换其他公司
JELD-WEN Holding, Inc.的季度营收约是CAL-MAINE FOODS INC的1.0倍（$802.0M vs $769.5M），CAL-MAINE FOODS INC净利率更高（13.4% vs -5.2%，领先18.6%），JELD-WEN Holding, Inc.同比增速更快（-10.5% vs -19.4%），CAL-MAINE FOODS INC自由现金流更多（$47.9M vs $3.4M），过去两年CAL-MAINE FOODS INC的营收复合增速更高（29.4% vs -8.6%）
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。
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
CALM vs JELD — 直观对比
营收规模更大
JELD
是对方的1.0倍
$769.5M
营收增速更快
JELD
高出8.9%
-19.4%
净利率更高
CALM
高出18.6%
-5.2%
自由现金流更多
CALM
多$44.5M
$3.4M
两年增速更快
CALM
近两年复合增速
-8.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $802.0M |
| 净利润 | $102.8M | $-41.9M |
| 毛利率 | 27.0% | 14.7% |
| 营业利润率 | 16.1% | -1.8% |
| 净利率 | 13.4% | -5.2% |
| 营收同比 | -19.4% | -10.5% |
| 净利润同比 | -53.1% | 38.7% |
| 每股收益（稀释后） | $2.13 | $-0.50 |
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CALMJELD
| Q4 25 | $769.5M | $802.0M | ||
| Q3 25 | $922.6M | $809.5M | ||
| Q2 25 | — | $823.7M | ||
| Q1 25 | $1.4B | $776.0M | ||
| Q4 24 | $954.7M | $895.7M | ||
| Q3 24 | $785.9M | $934.7M | ||
| Q2 24 | — | $986.0M | ||
| Q1 24 | $703.1M | $959.1M |
净利润CALMJELD
| Q4 25 | $102.8M | $-41.9M | ||
| Q3 25 | $199.3M | $-367.6M | ||
| Q2 25 | — | $-21.5M | ||
| Q1 25 | $508.5M | $-190.1M | ||
| Q4 24 | $219.1M | $-68.4M | ||
| Q3 24 | $150.0M | $-74.4M | ||
| Q2 24 | — | $-18.5M | ||
| Q1 24 | $146.7M | $-27.7M |
毛利率CALMJELD
| Q4 25 | 27.0% | 14.7% | ||
| Q3 25 | 33.7% | 17.4% | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | 50.5% | 14.4% | ||
| Q4 24 | 37.3% | 16.4% | ||
| Q3 24 | 31.5% | 19.2% | ||
| Q2 24 | — | 19.3% | ||
| Q1 24 | 31.1% | 18.0% |
营业利润率CALMJELD
| Q4 25 | 16.1% | -1.8% | ||
| Q3 25 | 27.0% | -25.0% | ||
| Q2 25 | — | -1.7% | ||
| Q1 25 | 44.8% | -23.8% | ||
| Q4 24 | 29.1% | -5.7% | ||
| Q3 24 | 23.8% | -5.6% | ||
| Q2 24 | — | 0.5% | ||
| Q1 24 | 23.2% | -2.9% |
净利率CALMJELD
| Q4 25 | 13.4% | -5.2% | ||
| Q3 25 | 21.6% | -45.4% | ||
| Q2 25 | — | -2.6% | ||
| Q1 25 | 35.9% | -24.5% | ||
| Q4 24 | 22.9% | -7.6% | ||
| Q3 24 | 19.1% | -8.0% | ||
| Q2 24 | — | -1.9% | ||
| Q1 24 | 20.9% | -2.9% |
每股收益（稀释后）CALMJELD
| Q4 25 | $2.13 | $-0.50 | ||
| Q3 25 | $4.12 | $-4.30 | ||
| Q2 25 | — | $-0.25 | ||
| Q1 25 | $10.38 | $-2.24 | ||
| Q4 24 | $4.47 | $-0.80 | ||
| Q3 24 | $3.06 | $-0.88 | ||
| Q2 24 | — | $-0.22 | ||
| Q1 24 | $3.00 | $-0.32 |
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 | $136.1M |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $2.7B | $92.2M |
| 总资产 | $3.1B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 12.47× |
8季度趋势，按日历期对齐
现金及短期投资CALMJELD
| Q4 25 | $369.4M | $136.1M | ||
| Q3 25 | $251.9M | $106.7M | ||
| Q2 25 | — | $134.1M | ||
| Q1 25 | $497.2M | $132.5M | ||
| Q4 24 | $140.3M | $150.3M | ||
| Q3 24 | $181.7M | $208.5M | ||
| Q2 24 | — | $212.8M | ||
| Q1 24 | $367.1M | $234.5M |
总债务CALMJELD
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
股东权益CALMJELD
| Q4 25 | $2.7B | $92.2M | ||
| Q3 25 | $2.7B | $113.9M | ||
| Q2 25 | — | $477.1M | ||
| Q1 25 | $2.4B | $452.1M | ||
| Q4 24 | $2.0B | $620.1M | ||
| Q3 24 | $1.9B | $720.3M | ||
| Q2 24 | — | $770.0M | ||
| Q1 24 | $1.7B | $811.5M |
总资产CALMJELD
| Q4 25 | $3.1B | $2.1B | ||
| Q3 25 | $3.2B | $2.2B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | $3.1B | $2.4B | ||
| Q4 24 | $2.5B | $2.6B | ||
| Q3 24 | $2.4B | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | $2.1B | $2.9B |
负债/权益比CALMJELD
| Q4 25 | — | 12.47× | ||
| Q3 25 | — | 10.14× | ||
| Q2 25 | — | 2.42× | ||
| Q1 25 | — | 2.56× | ||
| Q4 24 | — | 1.86× | ||
| Q3 24 | — | 1.64× | ||
| Q2 24 | — | 1.53× | ||
| Q1 24 | — | 1.46× |
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 | $32.8M |
| 自由现金流经营现金流 - 资本支出 | $47.9M | $3.4M |
| 自由现金流率自由现金流/营收 | 6.2% | 0.4% |
| 资本支出强度资本支出/营收 | 6.1% | 3.7% |
| 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 | $895.9M | $-124.6M |
8季度趋势，按日历期对齐
经营现金流CALMJELD
| Q4 25 | $94.8M | $32.8M | ||
| Q3 25 | $278.6M | $11.2M | ||
| Q2 25 | — | $34.6M | ||
| Q1 25 | $571.6M | $-83.5M | ||
| Q4 24 | $122.7M | $28.2M | ||
| Q3 24 | $117.5M | $37.6M | ||
| Q2 24 | — | $51.4M | ||
| Q1 24 | $164.0M | $-11.0M |
自由现金流CALMJELD
| Q4 25 | $47.9M | $3.4M | ||
| Q3 25 | $233.3M | $-13.1M | ||
| Q2 25 | — | $5.3M | ||
| Q1 25 | $521.8M | $-120.3M | ||
| Q4 24 | $92.9M | $-23.9M | ||
| Q3 24 | $81.7M | $-4.3M | ||
| Q2 24 | — | $14.7M | ||
| Q1 24 | $133.8M | $-42.2M |
自由现金流率CALMJELD
| Q4 25 | 6.2% | 0.4% | ||
| Q3 25 | 25.3% | -1.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | 36.8% | -15.5% | ||
| Q4 24 | 9.7% | -2.7% | ||
| Q3 24 | 10.4% | -0.5% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | 19.0% | -4.4% |
资本支出强度CALMJELD
| Q4 25 | 6.1% | 3.7% | ||
| Q3 25 | 4.9% | 3.0% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | 3.5% | 4.7% | ||
| Q4 24 | 3.1% | 5.8% | ||
| Q3 24 | 4.6% | 4.5% | ||
| Q2 24 | — | 3.7% | ||
| Q1 24 | 4.3% | 3.3% |
现金转化率CALMJELD
| Q4 25 | 0.92× | — | ||
| Q3 25 | 1.40× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.12× | — |
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% |
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |
