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CAL-MAINE FOODS INC（CALM）与NOCERA, INC.（NCRA）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NOCERA, INC.的218.7倍（$769.5M vs $3.5M）。CAL-MAINE FOODS INC净利率更高（13.4% vs -18.2%，领先31.5%）。NOCERA, INC.同比增速更快（-12.0% vs -19.4%）。过去两年CAL-MAINE FOODS INC的营收复合增速更高（21.3% vs -15.3%）
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。
NOCERA株式会社是一家总部位于日本的企业，主打循环水养殖系统相关技术与设备的研发、生产及销售，同时自主运营商业化水产养殖项目，为亚洲多国客户提供低环境负荷的可持续内陆水产养殖解决方案。
CALM vs NCRA — 直观对比
营收规模更大
CALM
是对方的218.7倍
$3.5M
营收增速更快
NCRA
高出7.4%
-19.4%
净利率更高
CALM
高出31.5%
-18.2%
两年增速更快
CALM
近两年复合增速
-15.3%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $3.5M |
| 净利润 | $102.8M | $-639.5K |
| 毛利率 | 27.0% | 1.1% |
| 营业利润率 | 16.1% | -14.2% |
| 净利率 | 13.4% | -18.2% |
| 营收同比 | -19.4% | -12.0% |
| 净利润同比 | -53.1% | 83.9% |
| 每股收益（稀释后） | $2.13 | $-0.05 |
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CALMNCRA
| Q4 25 | $769.5M | $3.5M | ||
| Q3 25 | $922.6M | $1.6M | ||
| Q2 25 | — | $4.0M | ||
| Q1 25 | $1.4B | $4.5M | ||
| Q4 24 | $954.7M | $4.0M | ||
| Q3 24 | $785.9M | $1.4M | ||
| Q2 24 | — | $6.8M | ||
| Q1 24 | $703.1M | $4.9M |
净利润CALMNCRA
| Q4 25 | $102.8M | $-639.5K | ||
| Q3 25 | $199.3M | $-1.5M | ||
| Q2 25 | — | $-491.7K | ||
| Q1 25 | $508.5M | $-248.0K | ||
| Q4 24 | $219.1M | $-4.0M | ||
| Q3 24 | $150.0M | $-315.3K | ||
| Q2 24 | — | $84.4K | ||
| Q1 24 | $146.7M | $-288.6K |
毛利率CALMNCRA
| Q4 25 | 27.0% | 1.1% | ||
| Q3 25 | 33.7% | 3.1% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | 50.5% | 1.1% | ||
| Q4 24 | 37.3% | 4.3% | ||
| Q3 24 | 31.5% | 2.5% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | 31.1% | 1.7% |
营业利润率CALMNCRA
| Q4 25 | 16.1% | -14.2% | ||
| Q3 25 | 27.0% | -51.2% | ||
| Q2 25 | — | -5.1% | ||
| Q1 25 | 44.8% | -6.3% | ||
| Q4 24 | 29.1% | -95.6% | ||
| Q3 24 | 23.8% | -22.1% | ||
| Q2 24 | — | -4.6% | ||
| Q1 24 | 23.2% | -7.5% |
净利率CALMNCRA
| Q4 25 | 13.4% | -18.2% | ||
| Q3 25 | 21.6% | -93.6% | ||
| Q2 25 | — | -12.4% | ||
| Q1 25 | 35.9% | -5.5% | ||
| Q4 24 | 22.9% | -99.3% | ||
| Q3 24 | 19.1% | -23.1% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | 20.9% | -5.9% |
每股收益（稀释后）CALMNCRA
| Q4 25 | $2.13 | $-0.05 | ||
| Q3 25 | $4.12 | $-0.10 | ||
| Q2 25 | — | $-0.03 | ||
| Q1 25 | $10.38 | $-0.02 | ||
| Q4 24 | $4.47 | $-0.30 | ||
| Q3 24 | $3.06 | $-0.02 | ||
| Q2 24 | — | $0.01 | ||
| Q1 24 | $3.00 | $-0.02 |
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 | $8.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $-440.7K |
| 总资产 | $3.1B | $10.1M |
| 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CALMNCRA
| Q4 25 | $369.4M | $8.0M | ||
| Q3 25 | $251.9M | $2.0M | ||
| Q2 25 | — | $150.1K | ||
| Q1 25 | $497.2M | $531.8K | ||
| Q4 24 | $140.3M | $484.2K | ||
| Q3 24 | $181.7M | $372.3K | ||
| Q2 24 | — | $586.4K | ||
| Q1 24 | $367.1M | $961.8K |
股东权益CALMNCRA
| Q4 25 | $2.7B | $-440.7K | ||
| Q3 25 | $2.7B | $4.9M | ||
| Q2 25 | — | $3.7M | ||
| Q1 25 | $2.4B | $4.1M | ||
| Q4 24 | $2.0B | $2.1M | ||
| Q3 24 | $1.9B | $5.4M | ||
| Q2 24 | — | $5.6M | ||
| Q1 24 | $1.7B | $5.0M |
总资产CALMNCRA
| Q4 25 | $3.1B | $10.1M | ||
| Q3 25 | $3.2B | $5.9M | ||
| Q2 25 | — | $4.4M | ||
| Q1 25 | $3.1B | $4.8M | ||
| Q4 24 | $2.5B | $2.9M | ||
| Q3 24 | $2.4B | $6.0M | ||
| Q2 24 | — | $6.3M | ||
| Q1 24 | $2.1B | $6.6M |
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 | $-1.5M |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $1.0B | — |
8季度趋势，按日历期对齐
经营现金流CALMNCRA
| Q4 25 | $94.8M | $-1.5M | ||
| Q3 25 | $278.6M | $-802.8K | ||
| Q2 25 | — | $-205.2K | ||
| Q1 25 | $571.6M | $-115.1K | ||
| Q4 24 | $122.7M | $-1.2M | ||
| Q3 24 | $117.5M | $-209.0K | ||
| Q2 24 | — | $-239.6K | ||
| Q1 24 | $164.0M | $-461.0K |
自由现金流CALMNCRA
| Q4 25 | $47.9M | — | ||
| Q3 25 | $233.3M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $521.8M | — | ||
| Q4 24 | $92.9M | — | ||
| Q3 24 | $81.7M | — | ||
| Q2 24 | — | $-240.5K | ||
| Q1 24 | $133.8M | — |
自由现金流率CALMNCRA
| Q4 25 | 6.2% | — | ||
| Q3 25 | 25.3% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 36.8% | — | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 10.4% | — | ||
| Q2 24 | — | -3.6% | ||
| Q1 24 | 19.0% | — |
资本支出强度CALMNCRA
| Q4 25 | 6.1% | — | ||
| Q3 25 | 4.9% | 0.0% | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 3.1% | 0.0% | ||
| Q3 24 | 4.6% | 0.0% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | 4.3% | 0.0% |
现金转化率CALMNCRA
| Q4 25 | 0.92× | — | ||
| Q3 25 | 1.40× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | — | -2.84× | ||
| 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% |
NCRA
暂无分部数据
