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CAL-MAINE FOODS INC（CALM）与LCI INDUSTRIES（LCII）财务数据对比。点击上方公司名可切换其他公司
LCI INDUSTRIES的季度营收约是CAL-MAINE FOODS INC的1.2倍（$932.7M vs $769.5M），CAL-MAINE FOODS INC净利率更高（13.4% vs 2.0%，领先11.4%），LCI INDUSTRIES同比增速更快（16.1% vs -19.4%），LCI INDUSTRIES自由现金流更多（$64.3M vs $47.9M），过去两年CAL-MAINE FOODS INC的营收复合增速更高（29.4% vs -1.8%）
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。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
CALM vs LCII — 直观对比
营收规模更大
LCII
是对方的1.2倍
$769.5M
营收增速更快
LCII
高出35.5%
-19.4%
净利率更高
CALM
高出11.4%
2.0%
自由现金流更多
LCII
多$16.4M
$47.9M
两年增速更快
CALM
近两年复合增速
-1.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $932.7M |
| 净利润 | $102.8M | $18.7M |
| 毛利率 | 27.0% | 22.1% |
| 营业利润率 | 16.1% | 3.8% |
| 净利率 | 13.4% | 2.0% |
| 营收同比 | -19.4% | 16.1% |
| 净利润同比 | -53.1% | 95.7% |
| 每股收益（稀释后） | $2.13 | $0.79 |
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CALMLCII
| Q4 25 | $769.5M | $932.7M | ||
| Q3 25 | $922.6M | $1.0B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $954.7M | $803.1M | ||
| Q3 24 | $785.9M | $915.5M | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | $703.1M | $968.0M |
净利润CALMLCII
| Q4 25 | $102.8M | $18.7M | ||
| Q3 25 | $199.3M | $62.5M | ||
| Q2 25 | — | $57.6M | ||
| Q1 25 | $508.5M | $49.4M | ||
| Q4 24 | $219.1M | $9.5M | ||
| Q3 24 | $150.0M | $35.6M | ||
| Q2 24 | — | $61.2M | ||
| Q1 24 | $146.7M | $36.5M |
毛利率CALMLCII
| Q4 25 | 27.0% | 22.1% | ||
| Q3 25 | 33.7% | 24.4% | ||
| Q2 25 | — | 24.4% | ||
| Q1 25 | 50.5% | 24.1% | ||
| Q4 24 | 37.3% | 21.1% | ||
| Q3 24 | 31.5% | 24.0% | ||
| Q2 24 | — | 25.3% | ||
| Q1 24 | 31.1% | 23.1% |
营业利润率CALMLCII
| Q4 25 | 16.1% | 3.8% | ||
| Q3 25 | 27.0% | 7.3% | ||
| Q2 25 | — | 7.9% | ||
| Q1 25 | 44.8% | 7.8% | ||
| Q4 24 | 29.1% | 2.0% | ||
| Q3 24 | 23.8% | 5.9% | ||
| Q2 24 | — | 8.6% | ||
| Q1 24 | 23.2% | 6.0% |
净利率CALMLCII
| Q4 25 | 13.4% | 2.0% | ||
| Q3 25 | 21.6% | 6.0% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | 35.9% | 4.7% | ||
| Q4 24 | 22.9% | 1.2% | ||
| Q3 24 | 19.1% | 3.9% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | 20.9% | 3.8% |
每股收益（稀释后）CALMLCII
| Q4 25 | $2.13 | $0.79 | ||
| Q3 25 | $4.12 | $2.55 | ||
| Q2 25 | — | $2.29 | ||
| Q1 25 | $10.38 | $1.94 | ||
| Q4 24 | $4.47 | $0.37 | ||
| Q3 24 | $3.06 | $1.39 | ||
| Q2 24 | — | $2.40 | ||
| Q1 24 | $3.00 | $1.44 |
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 | $222.6M |
| 总债务越低越好 | — | $945.2M |
| 股东权益账面价值 | $2.7B | $1.4B |
| 总资产 | $3.1B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资CALMLCII
| Q4 25 | $369.4M | $222.6M | ||
| Q3 25 | $251.9M | $199.7M | ||
| Q2 25 | — | $191.9M | ||
| Q1 25 | $497.2M | $231.2M | ||
| Q4 24 | $140.3M | $165.8M | ||
| Q3 24 | $181.7M | $161.2M | ||
| Q2 24 | — | $130.4M | ||
| Q1 24 | $367.1M | $22.6M |
总债务CALMLCII
| Q4 25 | — | $945.2M | ||
| Q3 25 | — | $947.8M | ||
| Q2 25 | — | $948.0M | ||
| Q1 25 | — | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | — | $822.5M | ||
| Q2 24 | — | $829.7M | ||
| Q1 24 | — | $855.3M |
股东权益CALMLCII
| Q4 25 | $2.7B | $1.4B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | $2.4B | $1.4B | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $1.9B | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | $1.7B | $1.4B |
总资产CALMLCII
| Q4 25 | $3.1B | $3.2B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | — | $3.2B | ||
| Q1 25 | $3.1B | $3.1B | ||
| Q4 24 | $2.5B | $2.9B | ||
| Q3 24 | $2.4B | $3.0B | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | $2.1B | $3.0B |
负债/权益比CALMLCII
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.60× | ||
| Q1 24 | — | 0.63× |
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 | $78.9M |
| 自由现金流经营现金流 - 资本支出 | $47.9M | $64.3M |
| 自由现金流率自由现金流/营收 | 6.2% | 6.9% |
| 资本支出强度资本支出/营收 | 6.1% | 1.6% |
| 现金转化率经营现金流/净利润 | 0.92× | 4.22× |
| 过去12个月自由现金流最近4个季度 | $895.9M | $278.3M |
8季度趋势，按日历期对齐
经营现金流CALMLCII
| Q4 25 | $94.8M | $78.9M | ||
| Q3 25 | $278.6M | $97.2M | ||
| Q2 25 | — | $112.2M | ||
| Q1 25 | $571.6M | $42.7M | ||
| Q4 24 | $122.7M | $106.6M | ||
| Q3 24 | $117.5M | $78.4M | ||
| Q2 24 | — | $192.9M | ||
| Q1 24 | $164.0M | $-7.7M |
自由现金流CALMLCII
| Q4 25 | $47.9M | $64.3M | ||
| Q3 25 | $233.3M | $80.9M | ||
| Q2 25 | — | $99.5M | ||
| Q1 25 | $521.8M | $33.7M | ||
| Q4 24 | $92.9M | $95.7M | ||
| Q3 24 | $81.7M | $68.3M | ||
| Q2 24 | — | $180.2M | ||
| Q1 24 | $133.8M | $-16.3M |
自由现金流率CALMLCII
| Q4 25 | 6.2% | 6.9% | ||
| Q3 25 | 25.3% | 7.8% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | 36.8% | 3.2% | ||
| Q4 24 | 9.7% | 11.9% | ||
| Q3 24 | 10.4% | 7.5% | ||
| Q2 24 | — | 17.1% | ||
| Q1 24 | 19.0% | -1.7% |
资本支出强度CALMLCII
| Q4 25 | 6.1% | 1.6% | ||
| Q3 25 | 4.9% | 1.6% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | 3.5% | 0.9% | ||
| Q4 24 | 3.1% | 1.4% | ||
| Q3 24 | 4.6% | 1.1% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | 4.3% | 0.9% |
现金转化率CALMLCII
| Q4 25 | 0.92× | 4.22× | ||
| Q3 25 | 1.40× | 1.55× | ||
| Q2 25 | — | 1.95× | ||
| Q1 25 | 1.12× | 0.86× | ||
| Q4 24 | 0.56× | 11.17× | ||
| Q3 24 | 0.78× | 2.20× | ||
| Q2 24 | — | 3.15× | ||
| Q1 24 | 1.12× | -0.21× |
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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
