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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
是对方的1.8倍
$769.5M
营收增速更快
RMD
高出30.4%
-19.4%
净利率更高
RMD
高出14.2%
13.4%
两年增速更快
CALM
近两年复合增速
7.9%
损益表 — Q2 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
| Retail | $625.4M | 81% |
| Prepared Foods | $71.7M | 9% |
| Egg Products | $34.5M | 4% |
| Service Other | $19.2M | 2% |
| Other | $13.8M | 2% |
RMD
暂无分部数据