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CAL-MAINE FOODS INC(CALM)与瑞思迈(RMD)财务数据对比。点击上方公司名可切换其他公司

瑞思迈的季度营收约是CAL-MAINE FOODS INC的1.8倍($1.4B vs $769.5M),瑞思迈净利率更高(27.6% vs 13.4%,领先14.2%),瑞思迈同比增速更快(11.0% vs -19.4%),过去两年CAL-MAINE FOODS INC的营收复合增速更高(29.4% vs 7.9%)

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。

瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业,主打可接入云端的呼吸类医疗设备,用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病,新冠疫情期间曾大量生产呼吸机等设备助力患者救治。

CALM vs RMD — 直观对比

营收规模更大
RMD
RMD
是对方的1.8倍
RMD
$1.4B
$769.5M
CALM
营收增速更快
RMD
RMD
高出30.4%
RMD
11.0%
-19.4%
CALM
净利率更高
RMD
RMD
高出14.2%
RMD
27.6%
13.4%
CALM
两年增速更快
CALM
CALM
近两年复合增速
CALM
29.4%
7.9%
RMD

损益表 — Q2 FY2026 vs Q4 FY2026

指标
CALM
CALM
RMD
RMD
营收
$769.5M
$1.4B
净利润
$102.8M
$392.6M
毛利率
27.0%
61.8%
营业利润率
16.1%
34.6%
净利率
13.4%
27.6%
营收同比
-19.4%
11.0%
净利润同比
-53.1%
13.9%
每股收益(稀释后)
$2.13
$2.68

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
CALM
CALM
RMD
RMD
Q2 26
$1.4B
Q4 25
$769.5M
$1.4B
Q3 25
$922.6M
$1.3B
Q2 25
$1.3B
Q1 25
$1.4B
$1.3B
Q4 24
$954.7M
$1.3B
Q3 24
$785.9M
$1.2B
Q2 24
$1.2B
净利润
CALM
CALM
RMD
RMD
Q2 26
$392.6M
Q4 25
$102.8M
$392.6M
Q3 25
$199.3M
$348.5M
Q2 25
$379.7M
Q1 25
$508.5M
$365.0M
Q4 24
$219.1M
$344.6M
Q3 24
$150.0M
$311.4M
Q2 24
$292.2M
毛利率
CALM
CALM
RMD
RMD
Q2 26
61.8%
Q4 25
27.0%
61.8%
Q3 25
33.7%
61.5%
Q2 25
60.8%
Q1 25
50.5%
59.3%
Q4 24
37.3%
58.6%
Q3 24
31.5%
58.6%
Q2 24
58.5%
营业利润率
CALM
CALM
RMD
RMD
Q2 26
34.6%
Q4 25
16.1%
34.6%
Q3 25
27.0%
33.4%
Q2 25
33.7%
Q1 25
44.8%
33.0%
Q4 24
29.1%
32.5%
Q3 24
23.8%
31.6%
Q2 24
31.2%
净利率
CALM
CALM
RMD
RMD
Q2 26
27.6%
Q4 25
13.4%
27.6%
Q3 25
21.6%
26.1%
Q2 25
28.2%
Q1 25
35.9%
28.3%
Q4 24
22.9%
26.9%
Q3 24
19.1%
25.4%
Q2 24
23.9%
每股收益(稀释后)
CALM
CALM
RMD
RMD
Q2 26
$2.68
Q4 25
$2.13
$2.68
Q3 25
$4.12
$2.37
Q2 25
$2.58
Q1 25
$10.38
$2.48
Q4 24
$4.47
$2.34
Q3 24
$3.06
$2.11
Q2 24
$1.97

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
CALM
CALM
RMD
RMD
现金及短期投资手头流动性
$369.4M
$1.4B
总债务越低越好
$663.8M
股东权益账面价值
$2.7B
$6.3B
总资产
$3.1B
$8.5B
负债/权益比越低杠杆越低
0.11×

8季度趋势,按日历期对齐

现金及短期投资
CALM
CALM
RMD
RMD
Q2 26
$1.4B
Q4 25
$369.4M
$1.4B
Q3 25
$251.9M
$1.4B
Q2 25
$1.2B
Q1 25
$497.2M
$932.7M
Q4 24
$140.3M
$521.9M
Q3 24
$181.7M
$426.4M
Q2 24
$238.4M
总债务
CALM
CALM
RMD
RMD
Q2 26
$663.8M
Q4 25
$403.9M
Q3 25
$408.7M
Q2 25
$658.4M
Q1 25
$663.1M
Q4 24
$662.9M
Q3 24
$667.6M
Q2 24
$697.3M
股东权益
CALM
CALM
RMD
RMD
Q2 26
$6.3B
Q4 25
$2.7B
$6.3B
Q3 25
$2.7B
$6.1B
Q2 25
$6.0B
Q1 25
$2.4B
$5.5B
Q4 24
$2.0B
$5.3B
Q3 24
$1.9B
$5.2B
Q2 24
$4.9B
总资产
CALM
CALM
RMD
RMD
Q2 26
$8.5B
Q4 25
$3.1B
$8.5B
Q3 25
$3.2B
$8.3B
Q2 25
$8.2B
Q1 25
$3.1B
$7.6B
Q4 24
$2.5B
$7.1B
Q3 24
$2.4B
$7.2B
Q2 24
$6.9B
负债/权益比
CALM
CALM
RMD
RMD
Q2 26
0.11×
Q4 25
0.06×
Q3 25
0.07×
Q2 25
0.11×
Q1 25
0.12×
Q4 24
0.13×
Q3 24
0.13×
Q2 24
0.14×

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
CALM
CALM
RMD
RMD
经营现金流最新季度
$94.8M
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
$895.9M

8季度趋势,按日历期对齐

经营现金流
CALM
CALM
RMD
RMD
Q2 26
Q4 25
$94.8M
$339.7M
Q3 25
$278.6M
$457.3M
Q2 25
$538.8M
Q1 25
$571.6M
$578.7M
Q4 24
$122.7M
$308.6M
Q3 24
$117.5M
$325.5M
Q2 24
$440.1M
自由现金流
CALM
CALM
RMD
RMD
Q2 26
Q4 25
$47.9M
$311.2M
Q3 25
$233.3M
$414.4M
Q2 25
$508.2M
Q1 25
$521.8M
$557.9M
Q4 24
$92.9M
$288.0M
Q3 24
$81.7M
$307.7M
Q2 24
$415.2M
自由现金流率
CALM
CALM
RMD
RMD
Q2 26
Q4 25
6.2%
21.9%
Q3 25
25.3%
31.0%
Q2 25
37.7%
Q1 25
36.8%
43.2%
Q4 24
9.7%
22.5%
Q3 24
10.4%
25.1%
Q2 24
33.9%
资本支出强度
CALM
CALM
RMD
RMD
Q2 26
Q4 25
6.1%
2.0%
Q3 25
4.9%
3.2%
Q2 25
2.3%
Q1 25
3.5%
1.6%
Q4 24
3.1%
1.6%
Q3 24
4.6%
1.5%
Q2 24
2.0%
现金转化率
CALM
CALM
RMD
RMD
Q2 26
Q4 25
0.92×
0.87×
Q3 25
1.40×
1.31×
Q2 25
1.42×
Q1 25
1.12×
1.59×
Q4 24
0.56×
0.90×
Q3 24
0.78×
1.05×
Q2 24
1.51×

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
CALM

Retail$625.4M81%
Prepared Foods$71.7M9%
Egg Products$34.5M4%
Service Other$19.2M2%
Other$13.8M2%

RMD
RMD

暂无分部数据

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