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CAL-MAINE FOODS INC（CALM）与RBC Bearings INC（RBC）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RBC Bearings INC的1.7倍（$769.5M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs 13.4%，领先1.2%），RBC Bearings INC同比增速更快（17.0% vs -19.4%），RBC Bearings INC自由现金流更多（$99.1M vs $47.9M），过去两年CAL-MAINE FOODS INC的营收复合增速更高（29.4% vs 5.6%）
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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
CALM vs RBC — 直观对比
营收规模更大
CALM
是对方的1.7倍
$461.6M
营收增速更快
RBC
高出36.4%
-19.4%
净利率更高
RBC
高出1.2%
13.4%
自由现金流更多
RBC
多$51.2M
$47.9M
两年增速更快
CALM
近两年复合增速
5.6%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $461.6M |
| 净利润 | $102.8M | $67.4M |
| 毛利率 | 27.0% | 44.3% |
| 营业利润率 | 16.1% | 22.3% |
| 净利率 | 13.4% | 14.6% |
| 营收同比 | -19.4% | 17.0% |
| 净利润同比 | -53.1% | 16.4% |
| 每股收益（稀释后） | $2.13 | $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CALMRBC
| Q4 25 | $769.5M | $461.6M | ||
| Q3 25 | $922.6M | $455.3M | ||
| Q2 25 | — | $436.0M | ||
| Q1 25 | $1.4B | $437.7M | ||
| Q4 24 | $954.7M | $394.4M | ||
| Q3 24 | $785.9M | $397.9M | ||
| Q2 24 | — | $406.3M | ||
| Q1 24 | $703.1M | $413.7M |
净利润CALMRBC
| Q4 25 | $102.8M | $67.4M | ||
| Q3 25 | $199.3M | $60.0M | ||
| Q2 25 | — | $68.5M | ||
| Q1 25 | $508.5M | $72.7M | ||
| Q4 24 | $219.1M | $57.9M | ||
| Q3 24 | $150.0M | $54.2M | ||
| Q2 24 | — | $61.4M | ||
| Q1 24 | $146.7M | — |
毛利率CALMRBC
| Q4 25 | 27.0% | 44.3% | ||
| Q3 25 | 33.7% | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | 50.5% | 44.2% | ||
| Q4 24 | 37.3% | 44.3% | ||
| Q3 24 | 31.5% | 43.7% | ||
| Q2 24 | — | 45.3% | ||
| Q1 24 | 31.1% | 43.1% |
营业利润率CALMRBC
| Q4 25 | 16.1% | 22.3% | ||
| Q3 25 | 27.0% | 21.5% | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | 44.8% | 23.0% | ||
| Q4 24 | 29.1% | 21.7% | ||
| Q3 24 | 23.8% | 21.6% | ||
| Q2 24 | — | 24.0% | ||
| Q1 24 | 23.2% | 22.8% |
净利率CALMRBC
| Q4 25 | 13.4% | 14.6% | ||
| Q3 25 | 21.6% | 13.2% | ||
| Q2 25 | — | 15.7% | ||
| Q1 25 | 35.9% | 16.6% | ||
| Q4 24 | 22.9% | 14.7% | ||
| Q3 24 | 19.1% | 13.6% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | 20.9% | — |
每股收益（稀释后）CALMRBC
| Q4 25 | $2.13 | $2.13 | ||
| Q3 25 | $4.12 | $1.90 | ||
| Q2 25 | — | $2.17 | ||
| Q1 25 | $10.38 | $2.33 | ||
| Q4 24 | $4.47 | $1.82 | ||
| Q3 24 | $3.06 | $1.65 | ||
| Q2 24 | — | $1.90 | ||
| Q1 24 | $3.00 | $1.92 |
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 | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $2.7B | $3.3B |
| 总资产 | $3.1B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资CALMRBC
| Q4 25 | $369.4M | $107.6M | ||
| Q3 25 | $251.9M | $91.2M | ||
| Q2 25 | — | $132.9M | ||
| Q1 25 | $497.2M | $36.8M | ||
| Q4 24 | $140.3M | — | ||
| Q3 24 | $181.7M | — | ||
| Q2 24 | — | $76.8M | ||
| Q1 24 | $367.1M | $63.5M |
总债务CALMRBC
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
股东权益CALMRBC
| Q4 25 | $2.7B | $3.3B | ||
| Q3 25 | $2.7B | $3.2B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | $2.4B | $3.0B | ||
| Q4 24 | $2.0B | $2.9B | ||
| Q3 24 | $1.9B | $2.9B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | $1.7B | $2.8B |
总资产CALMRBC
| Q4 25 | $3.1B | $5.1B | ||
| Q3 25 | $3.2B | $5.1B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | $3.1B | $4.7B | ||
| Q4 24 | $2.5B | $4.7B | ||
| Q3 24 | $2.4B | $4.7B | ||
| Q2 24 | — | $4.7B | ||
| Q1 24 | $2.1B | $4.7B |
负债/权益比CALMRBC
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.43× |
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 | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $47.9M | $99.1M |
| 自由现金流率自由现金流/营收 | 6.2% | 21.5% |
| 资本支出强度资本支出/营收 | 6.1% | 5.0% |
| 现金转化率经营现金流/净利润 | 0.92× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $895.9M | — |
8季度趋势，按日历期对齐
经营现金流CALMRBC
| Q4 25 | $94.8M | $122.1M | ||
| Q3 25 | $278.6M | $88.4M | ||
| Q2 25 | — | $120.0M | ||
| Q1 25 | $571.6M | — | ||
| Q4 24 | $122.7M | $84.0M | ||
| Q3 24 | $117.5M | — | ||
| Q2 24 | — | $97.4M | ||
| Q1 24 | $164.0M | — |
自由现金流CALMRBC
| Q4 25 | $47.9M | $99.1M | ||
| Q3 25 | $233.3M | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | $521.8M | — | ||
| Q4 24 | $92.9M | $73.6M | ||
| Q3 24 | $81.7M | — | ||
| Q2 24 | — | $88.4M | ||
| Q1 24 | $133.8M | — |
自由现金流率CALMRBC
| Q4 25 | 6.2% | 21.5% | ||
| Q3 25 | 25.3% | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | 36.8% | — | ||
| Q4 24 | 9.7% | 18.7% | ||
| Q3 24 | 10.4% | — | ||
| Q2 24 | — | 21.8% | ||
| Q1 24 | 19.0% | — |
资本支出强度CALMRBC
| Q4 25 | 6.1% | 5.0% | ||
| Q3 25 | 4.9% | 3.7% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | 3.5% | 3.2% | ||
| Q4 24 | 3.1% | 2.6% | ||
| Q3 24 | 4.6% | 4.1% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | 4.3% | — |
现金转化率CALMRBC
| Q4 25 | 0.92× | 1.81× | ||
| Q3 25 | 1.40× | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 0.56× | 1.45× | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | — | 1.59× | ||
| 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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
