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CAL-MAINE FOODS INC（CALM）与Qorvo, Inc.（QRVO）财务数据对比。点击上方公司名可切换其他公司
Qorvo, Inc.的季度营收约是CAL-MAINE FOODS INC的1.3倍（$993.0M vs $769.5M），Qorvo, Inc.净利率更高（16.5% vs 13.4%，领先3.2%），Qorvo, Inc.同比增速更快（8.4% vs -19.4%），Qorvo, Inc.自由现金流更多（$236.9M vs $47.9M），过去两年CAL-MAINE FOODS INC的营收复合增速更高（29.4% vs 2.7%）
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。
Qorvo是一家美国跨国企业，专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来，合并计划于2014年公布，2015年1月1日正式完成，在纳斯达克挂牌上市，股票代码QRVO，原实行双总部制，2016年中起将北卡罗来纳州基地作为总部所在地。
CALM vs QRVO — 直观对比
营收规模更大
QRVO
是对方的1.3倍
$769.5M
营收增速更快
QRVO
高出27.8%
-19.4%
净利率更高
QRVO
高出3.2%
13.4%
自由现金流更多
QRVO
多$189.0M
$47.9M
两年增速更快
CALM
近两年复合增速
2.7%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $993.0M |
| 净利润 | $102.8M | $164.1M |
| 毛利率 | 27.0% | 46.7% |
| 营业利润率 | 16.1% | 19.4% |
| 净利率 | 13.4% | 16.5% |
| 营收同比 | -19.4% | 8.4% |
| 净利润同比 | -53.1% | 297.5% |
| 每股收益（稀释后） | $2.13 | $1.75 |
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CALMQRVO
| Q4 25 | $769.5M | $993.0M | ||
| Q3 25 | $922.6M | $1.1B | ||
| Q2 25 | — | $818.8M | ||
| Q1 25 | $1.4B | $869.5M | ||
| Q4 24 | $954.7M | $916.3M | ||
| Q3 24 | $785.9M | $1.0B | ||
| Q2 24 | — | $886.7M | ||
| Q1 24 | $703.1M | $941.0M |
净利润CALMQRVO
| Q4 25 | $102.8M | $164.1M | ||
| Q3 25 | $199.3M | $119.6M | ||
| Q2 25 | — | $25.6M | ||
| Q1 25 | $508.5M | $31.4M | ||
| Q4 24 | $219.1M | $41.3M | ||
| Q3 24 | $150.0M | $-17.4M | ||
| Q2 24 | — | $414.0K | ||
| Q1 24 | $146.7M | $2.7M |
毛利率CALMQRVO
| Q4 25 | 27.0% | 46.7% | ||
| Q3 25 | 33.7% | 47.0% | ||
| Q2 25 | — | 40.5% | ||
| Q1 25 | 50.5% | 42.2% | ||
| Q4 24 | 37.3% | 42.7% | ||
| Q3 24 | 31.5% | 42.6% | ||
| Q2 24 | — | 37.5% | ||
| Q1 24 | 31.1% | 40.6% |
营业利润率CALMQRVO
| Q4 25 | 16.1% | 19.4% | ||
| Q3 25 | 27.0% | 14.9% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | 44.8% | 3.2% | ||
| Q4 24 | 29.1% | 5.8% | ||
| Q3 24 | 23.8% | 0.9% | ||
| Q2 24 | — | 0.5% | ||
| Q1 24 | 23.2% | 3.2% |
净利率CALMQRVO
| Q4 25 | 13.4% | 16.5% | ||
| Q3 25 | 21.6% | 11.3% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | 35.9% | 3.6% | ||
| Q4 24 | 22.9% | 4.5% | ||
| Q3 24 | 19.1% | -1.7% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | 20.9% | 0.3% |
每股收益（稀释后）CALMQRVO
| Q4 25 | $2.13 | $1.75 | ||
| Q3 25 | $4.12 | $1.28 | ||
| Q2 25 | — | $0.27 | ||
| Q1 25 | $10.38 | $0.33 | ||
| Q4 24 | $4.47 | $0.43 | ||
| Q3 24 | $3.06 | $-0.18 | ||
| Q2 24 | — | $0.00 | ||
| Q1 24 | $3.00 | $0.04 |
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 | $1.3B |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $2.7B | $3.7B |
| 总资产 | $3.1B | $6.2B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资CALMQRVO
| Q4 25 | $369.4M | $1.3B | ||
| Q3 25 | $251.9M | $1.1B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | $497.2M | $1.0B | ||
| Q4 24 | $140.3M | $769.4M | ||
| Q3 24 | $181.7M | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | $367.1M | $1.0B |
总债务CALMQRVO
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.5B |
股东权益CALMQRVO
| Q4 25 | $2.7B | $3.7B | ||
| Q3 25 | $2.7B | $3.5B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | $2.4B | $3.4B | ||
| Q4 24 | $2.0B | $3.4B | ||
| Q3 24 | $1.9B | $3.4B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | $1.7B | $3.6B |
总资产CALMQRVO
| Q4 25 | $3.1B | $6.2B | ||
| Q3 25 | $3.2B | $6.1B | ||
| Q2 25 | — | $6.0B | ||
| Q1 25 | $3.1B | $5.9B | ||
| Q4 24 | $2.5B | $6.0B | ||
| Q3 24 | $2.4B | $6.5B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | $2.1B | $6.6B |
负债/权益比CALMQRVO
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.45× | ||
| Q2 24 | — | 0.44× | ||
| Q1 24 | — | 0.44× |
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 | $265.4M |
| 自由现金流经营现金流 - 资本支出 | $47.9M | $236.9M |
| 自由现金流率自由现金流/营收 | 6.2% | 23.9% |
| 资本支出强度资本支出/营收 | 6.1% | 2.9% |
| 现金转化率经营现金流/净利润 | 0.92× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $895.9M | $595.2M |
8季度趋势，按日历期对齐
经营现金流CALMQRVO
| Q4 25 | $94.8M | $265.4M | ||
| Q3 25 | $278.6M | $84.0M | ||
| Q2 25 | — | $182.9M | ||
| Q1 25 | $571.6M | $199.2M | ||
| Q4 24 | $122.7M | $214.1M | ||
| Q3 24 | $117.5M | $127.8M | ||
| Q2 24 | — | $81.1M | ||
| Q1 24 | $164.0M | — |
自由现金流CALMQRVO
| Q4 25 | $47.9M | $236.9M | ||
| Q3 25 | $233.3M | $42.2M | ||
| Q2 25 | — | $145.4M | ||
| Q1 25 | $521.8M | $170.7M | ||
| Q4 24 | $92.9M | $176.2M | ||
| Q3 24 | $81.7M | $94.8M | ||
| Q2 24 | — | $42.9M | ||
| Q1 24 | $133.8M | — |
自由现金流率CALMQRVO
| Q4 25 | 6.2% | 23.9% | ||
| Q3 25 | 25.3% | 4.0% | ||
| Q2 25 | — | 17.8% | ||
| Q1 25 | 36.8% | 19.6% | ||
| Q4 24 | 9.7% | 19.2% | ||
| Q3 24 | 10.4% | 9.1% | ||
| Q2 24 | — | 4.8% | ||
| Q1 24 | 19.0% | — |
资本支出强度CALMQRVO
| Q4 25 | 6.1% | 2.9% | ||
| Q3 25 | 4.9% | 3.9% | ||
| Q2 25 | — | 4.6% | ||
| Q1 25 | 3.5% | 3.3% | ||
| Q4 24 | 3.1% | 4.1% | ||
| Q3 24 | 4.6% | 3.2% | ||
| Q2 24 | — | 4.3% | ||
| Q1 24 | 4.3% | — |
现金转化率CALMQRVO
| Q4 25 | 0.92× | 1.62× | ||
| Q3 25 | 1.40× | 0.70× | ||
| Q2 25 | — | 7.15× | ||
| Q1 25 | 1.12× | 6.35× | ||
| Q4 24 | 0.56× | 5.19× | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | — | 195.86× | ||
| 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% |
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
