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CAL-MAINE FOODS INC(CALM)与Royalty Pharma plc(RPRX)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Royalty Pharma plc的1.2倍($769.5M vs $622.0M),Royalty Pharma plc净利率更高(34.4% vs 13.4%,领先21.1%),Royalty Pharma plc同比增速更快(4.8% vs -19.4%),过去两年CAL-MAINE FOODS INC的营收复合增速更高(29.4% vs 4.6%)
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业,专注于研发可调节转化生长因子β(TGF-β)超家族蛋白的药物,该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
CALM vs RPRX — 直观对比
营收规模更大
CALM
是对方的1.2倍
$622.0M
营收增速更快
RPRX
高出24.2%
-19.4%
净利率更高
RPRX
高出21.1%
13.4%
两年增速更快
CALM
近两年复合增速
4.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $769.5M | $622.0M |
| 净利润 | $102.8M | $214.2M |
| 毛利率 | 27.0% | — |
| 营业利润率 | 16.1% | 62.4% |
| 净利率 | 13.4% | 34.4% |
| 营收同比 | -19.4% | 4.8% |
| 净利润同比 | -53.1% | 2.9% |
| 每股收益(稀释后) | $2.13 | $0.49 |
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
RPRX
| Q4 25 | $769.5M | $622.0M | ||
| Q3 25 | $922.6M | $609.3M | ||
| Q2 25 | — | $578.7M | ||
| Q1 25 | $1.4B | $568.2M | ||
| Q4 24 | $954.7M | $593.6M | ||
| Q3 24 | $785.9M | $564.7M | ||
| Q2 24 | — | $537.3M | ||
| Q1 24 | $703.1M | $568.0M |
净利润
CALM
RPRX
| Q4 25 | $102.8M | $214.2M | ||
| Q3 25 | $199.3M | $288.2M | ||
| Q2 25 | — | $30.2M | ||
| Q1 25 | $508.5M | $238.3M | ||
| Q4 24 | $219.1M | $208.2M | ||
| Q3 24 | $150.0M | $544.0M | ||
| Q2 24 | — | $102.0M | ||
| Q1 24 | $146.7M | $4.8M |
毛利率
CALM
RPRX
| Q4 25 | 27.0% | — | ||
| Q3 25 | 33.7% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 50.5% | — | ||
| Q4 24 | 37.3% | — | ||
| Q3 24 | 31.5% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 31.1% | — |
营业利润率
CALM
RPRX
| Q4 25 | 16.1% | 62.4% | ||
| Q3 25 | 27.0% | 70.1% | ||
| Q2 25 | — | 36.3% | ||
| Q1 25 | 44.8% | 94.0% | ||
| Q4 24 | 29.1% | 60.9% | ||
| Q3 24 | 23.8% | — | ||
| Q2 24 | — | 50.2% | ||
| Q1 24 | 23.2% | -13.0% |
净利率
CALM
RPRX
| Q4 25 | 13.4% | 34.4% | ||
| Q3 25 | 21.6% | 47.3% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | 35.9% | 41.9% | ||
| Q4 24 | 22.9% | 35.1% | ||
| Q3 24 | 19.1% | 96.3% | ||
| Q2 24 | — | 19.0% | ||
| Q1 24 | 20.9% | 0.8% |
每股收益(稀释后)
CALM
RPRX
| Q4 25 | $2.13 | $0.49 | ||
| Q3 25 | $4.12 | $0.67 | ||
| Q2 25 | — | $0.07 | ||
| Q1 25 | $10.38 | $0.55 | ||
| Q4 24 | $4.47 | $0.46 | ||
| Q3 24 | $3.06 | $1.21 | ||
| Q2 24 | — | $0.23 | ||
| Q1 24 | $3.00 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $2.7B | $9.7B |
| 总资产 | $3.1B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势,按日历期对齐
现金及短期投资
CALM
RPRX
| Q4 25 | $369.4M | $618.7M | ||
| Q3 25 | $251.9M | $938.9M | ||
| Q2 25 | — | $631.9M | ||
| Q1 25 | $497.2M | $1.1B | ||
| Q4 24 | $140.3M | $929.0M | ||
| Q3 24 | $181.7M | $950.1M | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | $367.1M | $843.0M |
总债务
CALM
RPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益
CALM
RPRX
| Q4 25 | $2.7B | $9.7B | ||
| Q3 25 | $2.7B | $9.6B | ||
| Q2 25 | — | $9.5B | ||
| Q1 25 | $2.4B | $9.8B | ||
| Q4 24 | $2.0B | $10.3B | ||
| Q3 24 | $1.9B | $10.3B | ||
| Q2 24 | — | $9.8B | ||
| Q1 24 | $1.7B | $9.9B |
总资产
CALM
RPRX
| Q4 25 | $3.1B | $19.6B | ||
| Q3 25 | $3.2B | $19.3B | ||
| Q2 25 | — | $18.3B | ||
| Q1 25 | $3.1B | $17.6B | ||
| Q4 24 | $2.5B | $18.2B | ||
| Q3 24 | $2.4B | $18.0B | ||
| Q2 24 | — | $17.7B | ||
| Q1 24 | $2.1B | $16.1B |
负债/权益比
CALM
RPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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
RPRX
| Q4 25 | $94.8M | $827.1M | ||
| Q3 25 | $278.6M | $702.6M | ||
| Q2 25 | — | $364.0M | ||
| Q1 25 | $571.6M | $596.1M | ||
| Q4 24 | $122.7M | $742.5M | ||
| Q3 24 | $117.5M | $703.6M | ||
| Q2 24 | — | $658.2M | ||
| Q1 24 | $164.0M | $664.6M |
自由现金流
CALM
RPRX
| Q4 25 | $47.9M | — | ||
| Q3 25 | $233.3M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $521.8M | — | ||
| Q4 24 | $92.9M | — | ||
| Q3 24 | $81.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $133.8M | — |
自由现金流率
CALM
RPRX
| Q4 25 | 6.2% | — | ||
| Q3 25 | 25.3% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 36.8% | — | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 10.4% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 19.0% | — |
资本支出强度
CALM
RPRX
| Q4 25 | 6.1% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 4.6% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 4.3% | — |
现金转化率
CALM
RPRX
| Q4 25 | 0.92× | 3.86× | ||
| Q3 25 | 1.40× | 2.44× | ||
| Q2 25 | — | 12.06× | ||
| Q1 25 | 1.12× | 2.50× | ||
| Q4 24 | 0.56× | 3.57× | ||
| Q3 24 | 0.78× | 1.29× | ||
| Q2 24 | — | 6.45× | ||
| Q1 24 | 1.12× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |