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CAL-MAINE FOODS INC（CALM）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
罗布乐思的季度营收约是CAL-MAINE FOODS INC的1.8倍（$1.4B vs $769.5M），CAL-MAINE FOODS INC净利率更高（13.4% vs -22.3%，领先35.7%），罗布乐思同比增速更快（43.2% vs -19.4%），罗布乐思自由现金流更多（$308.6M vs $47.9M），过去两年罗布乐思的营收复合增速更高（32.9% vs 29.4%）
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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
CALM vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.8倍
$769.5M
营收增速更快
RBLX
高出62.6%
-19.4%
净利率更高
CALM
高出35.7%
-22.3%
自由现金流更多
RBLX
多$260.7M
$47.9M
两年增速更快
RBLX
近两年复合增速
29.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $1.4B |
| 净利润 | $102.8M | $-316.0M |
| 毛利率 | 27.0% | 77.7% |
| 营业利润率 | 16.1% | -25.3% |
| 净利率 | 13.4% | -22.3% |
| 营收同比 | -19.4% | 43.2% |
| 净利润同比 | -53.1% | -43.9% |
| 每股收益（稀释后） | $2.13 | $-0.44 |
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CALMRBLX
| Q4 25 | $769.5M | $1.4B | ||
| Q3 25 | $922.6M | $1.4B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $954.7M | $988.2M | ||
| Q3 24 | $785.9M | $919.0M | ||
| Q2 24 | — | $893.5M | ||
| Q1 24 | $703.1M | $801.3M |
净利润CALMRBLX
| Q4 25 | $102.8M | $-316.0M | ||
| Q3 25 | $199.3M | $-255.6M | ||
| Q2 25 | — | $-278.4M | ||
| Q1 25 | $508.5M | $-215.1M | ||
| Q4 24 | $219.1M | $-219.6M | ||
| Q3 24 | $150.0M | $-239.3M | ||
| Q2 24 | — | $-205.9M | ||
| Q1 24 | $146.7M | $-270.6M |
毛利率CALMRBLX
| Q4 25 | 27.0% | 77.7% | ||
| Q3 25 | 33.7% | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | 50.5% | 78.3% | ||
| Q4 24 | 37.3% | 77.9% | ||
| Q3 24 | 31.5% | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | 31.1% | 77.7% |
营业利润率CALMRBLX
| Q4 25 | 16.1% | -25.3% | ||
| Q3 25 | 27.0% | -21.8% | ||
| Q2 25 | — | -29.8% | ||
| Q1 25 | 44.8% | -24.6% | ||
| Q4 24 | 29.1% | -24.7% | ||
| Q3 24 | 23.8% | -30.4% | ||
| Q2 24 | — | -26.6% | ||
| Q1 24 | 23.2% | -37.7% |
净利率CALMRBLX
| Q4 25 | 13.4% | -22.3% | ||
| Q3 25 | 21.6% | -18.8% | ||
| Q2 25 | — | -25.8% | ||
| Q1 25 | 35.9% | -20.8% | ||
| Q4 24 | 22.9% | -22.2% | ||
| Q3 24 | 19.1% | -26.0% | ||
| Q2 24 | — | -23.0% | ||
| Q1 24 | 20.9% | -33.8% |
每股收益（稀释后）CALMRBLX
| Q4 25 | $2.13 | $-0.44 | ||
| Q3 25 | $4.12 | $-0.37 | ||
| Q2 25 | — | $-0.41 | ||
| Q1 25 | $10.38 | $-0.32 | ||
| Q4 24 | $4.47 | $-0.32 | ||
| Q3 24 | $3.06 | $-0.37 | ||
| Q2 24 | — | $-0.32 | ||
| Q1 24 | $3.00 | $-0.43 |
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 | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $2.7B | $394.5M |
| 总资产 | $3.1B | $9.6B |
| 负债/权益比越低杠杆越低 | — | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资CALMRBLX
| Q4 25 | $369.4M | $3.1B | ||
| Q3 25 | $251.9M | $2.9B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | $497.2M | $2.7B | ||
| Q4 24 | $140.3M | $2.4B | ||
| Q3 24 | $181.7M | $2.3B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | $367.1M | $2.4B |
总债务CALMRBLX
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CALMRBLX
| Q4 25 | $2.7B | $394.5M | ||
| Q3 25 | $2.7B | $407.6M | ||
| Q2 25 | — | $353.2M | ||
| Q1 25 | $2.4B | $310.7M | ||
| Q4 24 | $2.0B | $221.4M | ||
| Q3 24 | $1.9B | $189.9M | ||
| Q2 24 | — | $121.5M | ||
| Q1 24 | $1.7B | $71.6M |
总资产CALMRBLX
| Q4 25 | $3.1B | $9.6B | ||
| Q3 25 | $3.2B | $8.6B | ||
| Q2 25 | — | $7.8B | ||
| Q1 25 | $3.1B | $7.5B | ||
| Q4 24 | $2.5B | $7.2B | ||
| Q3 24 | $2.4B | $6.7B | ||
| Q2 24 | — | $6.5B | ||
| Q1 24 | $2.1B | $6.3B |
负债/权益比CALMRBLX
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $47.9M | $308.6M |
| 自由现金流率自由现金流/营收 | 6.2% | 21.8% |
| 资本支出强度资本支出/营收 | 6.1% | 21.1% |
| 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 | $895.9M | $1.4B |
8季度趋势，按日历期对齐
经营现金流CALMRBLX
| Q4 25 | $94.8M | $607.0M | ||
| Q3 25 | $278.6M | $546.2M | ||
| Q2 25 | — | $199.3M | ||
| Q1 25 | $571.6M | $443.9M | ||
| Q4 24 | $122.7M | $184.5M | ||
| Q3 24 | $117.5M | $247.4M | ||
| Q2 24 | — | $151.4M | ||
| Q1 24 | $164.0M | $238.9M |
自由现金流CALMRBLX
| Q4 25 | $47.9M | $308.6M | ||
| Q3 25 | $233.3M | $443.6M | ||
| Q2 25 | — | $176.7M | ||
| Q1 25 | $521.8M | $426.5M | ||
| Q4 24 | $92.9M | $120.6M | ||
| Q3 24 | $81.7M | $218.0M | ||
| Q2 24 | — | $111.7M | ||
| Q1 24 | $133.8M | $192.3M |
自由现金流率CALMRBLX
| Q4 25 | 6.2% | 21.8% | ||
| Q3 25 | 25.3% | 32.6% | ||
| Q2 25 | — | 16.3% | ||
| Q1 25 | 36.8% | 41.2% | ||
| Q4 24 | 9.7% | 12.2% | ||
| Q3 24 | 10.4% | 23.7% | ||
| Q2 24 | — | 12.5% | ||
| Q1 24 | 19.0% | 24.0% |
资本支出强度CALMRBLX
| Q4 25 | 6.1% | 21.1% | ||
| Q3 25 | 4.9% | 7.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | 3.5% | 1.7% | ||
| Q4 24 | 3.1% | 6.5% | ||
| Q3 24 | 4.6% | 3.2% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | 4.3% | 5.8% |
现金转化率CALMRBLX
| Q4 25 | 0.92× | — | ||
| Q3 25 | 1.40× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | — | — | ||
| 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% |
RBLX
暂无分部数据
