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CAL-MAINE FOODS INC（CALM）与Nomad Foods Ltd（NOMD）财务数据对比。点击上方公司名可切换其他公司
Nomad Foods Ltd的季度营收约是CAL-MAINE FOODS INC的1.1倍（$834.9M vs $769.5M），Nomad Foods Ltd同比增速更快（-2.6% vs -19.4%），Nomad Foods Ltd自由现金流更多（$272.4M vs $47.9M）
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。
游牧食品（Nomad Foods）是欧洲最大的冷冻食品企业，总部位于英国，业务覆盖22个欧洲市场，从事冷冻食品的生产、销售与配送工作。旗下拥有Birds Eye、Ledo、Iglo、Findus、Frikom等知名品牌，核心产品包括鱼条、奶油菠菜、豌豆、鸡肉类冷冻食品，在纽交所上市，股票代码为NOMD。
CALM vs NOMD — 直观对比
营收规模更大
NOMD
是对方的1.1倍
$769.5M
营收增速更快
NOMD
高出16.8%
-19.4%
自由现金流更多
NOMD
多$224.5M
$47.9M
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $834.9M |
| 净利润 | $102.8M | — |
| 毛利率 | 27.0% | 25.6% |
| 营业利润率 | 16.1% | 9.1% |
| 净利率 | 13.4% | — |
| 营收同比 | -19.4% | -2.6% |
| 净利润同比 | -53.1% | — |
| 每股收益（稀释后） | $2.13 | — |
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CALMNOMD
| Q4 25 | $769.5M | $834.9M | ||
| Q3 25 | $922.6M | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $954.7M | $856.9M | ||
| Q3 24 | $785.9M | — | ||
| Q1 24 | $703.1M | — | ||
| Q4 23 | $523.2M | $821.7M | ||
| Q3 23 | $459.3M | — |
净利润CALMNOMD
| Q4 25 | $102.8M | — | ||
| Q3 25 | $199.3M | — | ||
| Q1 25 | $508.5M | — | ||
| Q4 24 | $219.1M | $55.5M | ||
| Q3 24 | $150.0M | — | ||
| Q1 24 | $146.7M | — | ||
| Q4 23 | $17.0M | $26.7M | ||
| Q3 23 | $926.0K | — |
毛利率CALMNOMD
| Q4 25 | 27.0% | 25.6% | ||
| Q3 25 | 33.7% | — | ||
| Q1 25 | 50.5% | — | ||
| Q4 24 | 37.3% | 28.5% | ||
| Q3 24 | 31.5% | — | ||
| Q1 24 | 31.1% | — | ||
| Q4 23 | 17.4% | 27.3% | ||
| Q3 23 | 9.9% | — |
营业利润率CALMNOMD
| Q4 25 | 16.1% | 9.1% | ||
| Q3 25 | 27.0% | — | ||
| Q1 25 | 44.8% | — | ||
| Q4 24 | 29.1% | 11.5% | ||
| Q3 24 | 23.8% | — | ||
| Q1 24 | 23.2% | — | ||
| Q4 23 | 2.7% | 8.8% | ||
| Q3 23 | -1.5% | — |
净利率CALMNOMD
| Q4 25 | 13.4% | — | ||
| Q3 25 | 21.6% | — | ||
| Q1 25 | 35.9% | — | ||
| Q4 24 | 22.9% | 6.5% | ||
| Q3 24 | 19.1% | — | ||
| Q1 24 | 20.9% | — | ||
| Q4 23 | 3.3% | 3.2% | ||
| Q3 23 | 0.2% | — |
每股收益（稀释后）CALMNOMD
| Q4 25 | $2.13 | — | ||
| Q3 25 | $4.12 | — | ||
| Q1 25 | $10.38 | — | ||
| Q4 24 | $4.47 | — | ||
| Q3 24 | $3.06 | — | ||
| Q1 24 | $3.00 | — | ||
| Q4 23 | $0.35 | — | ||
| Q3 23 | $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 | — |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $2.7B | $2.7B |
| 总资产 | $3.1B | $6.8B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资CALMNOMD
| Q4 25 | $369.4M | — | ||
| Q3 25 | $251.9M | — | ||
| Q1 25 | $497.2M | — | ||
| Q4 24 | $140.3M | — | ||
| Q3 24 | $181.7M | — | ||
| Q1 24 | $367.1M | — | ||
| Q4 23 | $361.8M | — | ||
| Q3 23 | $360.3M | — |
总债务CALMNOMD
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | $2.3B | ||
| Q3 23 | — | — |
股东权益CALMNOMD
| Q4 25 | $2.7B | $2.7B | ||
| Q3 25 | $2.7B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.0B | $2.9B | ||
| Q3 24 | $1.9B | — | ||
| Q1 24 | $1.7B | — | ||
| Q4 23 | $1.6B | $2.8B | ||
| Q3 23 | $1.6B | — |
总资产CALMNOMD
| Q4 25 | $3.1B | $6.8B | ||
| Q3 25 | $3.2B | — | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $2.5B | $6.9B | ||
| Q3 24 | $2.4B | — | ||
| Q1 24 | $2.1B | — | ||
| Q4 23 | $2.0B | $6.9B | ||
| Q3 23 | $1.9B | — |
负债/权益比CALMNOMD
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | 0.82× | ||
| Q3 23 | — | — |
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 | $357.2M |
| 自由现金流经营现金流 - 资本支出 | $47.9M | $272.4M |
| 自由现金流率自由现金流/营收 | 6.2% | 32.6% |
| 资本支出强度资本支出/营收 | 6.1% | 10.2% |
| 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 | $1.3B |
8季度趋势，按日历期对齐
经营现金流CALMNOMD
| Q4 25 | $94.8M | $357.2M | ||
| Q3 25 | $278.6M | — | ||
| Q1 25 | $571.6M | — | ||
| Q4 24 | $122.7M | $470.2M | ||
| Q3 24 | $117.5M | — | ||
| Q1 24 | $164.0M | — | ||
| Q4 23 | $50.0M | $465.3M | ||
| Q3 23 | $23.7M | — |
自由现金流CALMNOMD
| Q4 25 | $47.9M | $272.4M | ||
| Q3 25 | $233.3M | — | ||
| Q1 25 | $521.8M | — | ||
| Q4 24 | $92.9M | $383.5M | ||
| Q3 24 | $81.7M | — | ||
| Q1 24 | $133.8M | — | ||
| Q4 23 | $10.9M | $376.3M | ||
| Q3 23 | $-3.0M | — |
自由现金流率CALMNOMD
| Q4 25 | 6.2% | 32.6% | ||
| Q3 25 | 25.3% | — | ||
| Q1 25 | 36.8% | — | ||
| Q4 24 | 9.7% | 44.8% | ||
| Q3 24 | 10.4% | — | ||
| Q1 24 | 19.0% | — | ||
| Q4 23 | 2.1% | 45.8% | ||
| Q3 23 | -0.6% | — |
资本支出强度CALMNOMD
| Q4 25 | 6.1% | 10.2% | ||
| Q3 25 | 4.9% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 3.1% | 10.1% | ||
| Q3 24 | 4.6% | — | ||
| Q1 24 | 4.3% | — | ||
| Q4 23 | 7.5% | 10.8% | ||
| Q3 23 | 5.8% | — |
现金转化率CALMNOMD
| Q4 25 | 0.92× | — | ||
| Q3 25 | 1.40× | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 0.56× | 8.47× | ||
| Q3 24 | 0.78× | — | ||
| Q1 24 | 1.12× | — | ||
| Q4 23 | 2.94× | 17.44× | ||
| Q3 23 | 25.58× | — |
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% |
NOMD
暂无分部数据
