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CAL-MAINE FOODS INC（CALM）与SiriusPoint Ltd（SPNT）财务数据对比。点击上方公司名可切换其他公司
SiriusPoint Ltd的季度营收约是CAL-MAINE FOODS INC的1.3倍（$973.7M vs $769.5M），SiriusPoint Ltd净利率更高（25.1% vs 13.4%，领先11.7%），SiriusPoint Ltd同比增速更快（58.9% vs -19.4%），过去两年CAL-MAINE FOODS INC的营收复合增速更高（29.4% vs 19.2%）
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。
SiriusPoint Ltd是一家总部位于百慕大彭布罗克的全球特种保险及再保险服务商，提供财产险、意外险、特种险种保障及另类资本解决方案，服务覆盖北美、欧洲、亚太等市场的商业客户与风险承担方，注重严谨核保与稳定的风险调整收益。
CALM vs SPNT — 直观对比
营收规模更大
SPNT
是对方的1.3倍
$769.5M
营收增速更快
SPNT
高出78.3%
-19.4%
净利率更高
SPNT
高出11.7%
13.4%
两年增速更快
CALM
近两年复合增速
19.2%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $973.7M |
| 净利润 | $102.8M | $244.1M |
| 毛利率 | 27.0% | — |
| 营业利润率 | 16.1% | 28.8% |
| 净利率 | 13.4% | 25.1% |
| 营收同比 | -19.4% | 58.9% |
| 净利润同比 | -53.1% | 1535.9% |
| 每股收益（稀释后） | $2.13 | $1.92 |
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CALMSPNT
| Q4 25 | $769.5M | $973.7M | ||
| Q3 25 | $922.6M | $755.9M | ||
| Q2 25 | — | $748.2M | ||
| Q1 25 | $1.4B | $727.3M | ||
| Q4 24 | $954.7M | $612.8M | ||
| Q3 24 | $785.9M | $562.2M | ||
| Q2 24 | — | $743.3M | ||
| Q1 24 | $703.1M | $685.5M |
净利润CALMSPNT
| Q4 25 | $102.8M | $244.1M | ||
| Q3 25 | $199.3M | $90.8M | ||
| Q2 25 | — | $63.2M | ||
| Q1 25 | $508.5M | $61.6M | ||
| Q4 24 | $219.1M | $-17.0M | ||
| Q3 24 | $150.0M | $8.5M | ||
| Q2 24 | — | $113.9M | ||
| Q1 24 | $146.7M | $94.8M |
毛利率CALMSPNT
| 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CALMSPNT
| Q4 25 | 16.1% | 28.8% | ||
| Q3 25 | 27.0% | 14.7% | ||
| Q2 25 | — | 10.0% | ||
| Q1 25 | 44.8% | 10.4% | ||
| Q4 24 | 29.1% | -2.1% | ||
| Q3 24 | 23.8% | 2.0% | ||
| Q2 24 | — | 17.4% | ||
| Q1 24 | 23.2% | 15.4% |
净利率CALMSPNT
| Q4 25 | 13.4% | 25.1% | ||
| Q3 25 | 21.6% | 12.0% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | 35.9% | 8.5% | ||
| Q4 24 | 22.9% | -2.8% | ||
| Q3 24 | 19.1% | 1.5% | ||
| Q2 24 | — | 15.3% | ||
| Q1 24 | 20.9% | 13.8% |
每股收益（稀释后）CALMSPNT
| Q4 25 | $2.13 | $1.92 | ||
| Q3 25 | $4.12 | $0.73 | ||
| Q2 25 | — | $0.50 | ||
| Q1 25 | $10.38 | $0.49 | ||
| Q4 24 | $4.47 | $-0.05 | ||
| Q3 24 | $3.06 | $0.03 | ||
| Q2 24 | — | $0.57 | ||
| Q1 24 | $3.00 | $0.49 |
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 | $731.2M |
| 总债务越低越好 | — | $688.6M |
| 股东权益账面价值 | $2.7B | $2.5B |
| 总资产 | $3.1B | $12.6B |
| 负债/权益比越低杠杆越低 | — | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资CALMSPNT
| Q4 25 | $369.4M | $731.2M | ||
| Q3 25 | $251.9M | $582.4M | ||
| Q2 25 | — | $732.4M | ||
| Q1 25 | $497.2M | $740.3M | ||
| Q4 24 | $140.3M | $682.0M | ||
| Q3 24 | $181.7M | $640.7M | ||
| Q2 24 | — | $598.1M | ||
| Q1 24 | $367.1M | $867.5M |
总债务CALMSPNT
| Q4 25 | — | $688.6M | ||
| Q3 25 | — | $682.5M | ||
| Q2 25 | — | $678.4M | ||
| Q1 25 | — | $663.5M | ||
| Q4 24 | — | $639.1M | ||
| Q3 24 | — | $660.5M | ||
| Q2 24 | — | $648.6M | ||
| Q1 24 | — | $770.6M |
股东权益CALMSPNT
| Q4 25 | $2.7B | $2.5B | ||
| Q3 25 | $2.7B | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | $2.4B | $2.0B | ||
| Q4 24 | $2.0B | $1.9B | ||
| Q3 24 | $1.9B | $2.7B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | $1.7B | $2.6B |
总资产CALMSPNT
| Q4 25 | $3.1B | $12.6B | ||
| Q3 25 | $3.2B | $12.5B | ||
| Q2 25 | — | $12.4B | ||
| Q1 25 | $3.1B | $12.3B | ||
| Q4 24 | $2.5B | $12.5B | ||
| Q3 24 | $2.4B | $12.7B | ||
| Q2 24 | — | $12.8B | ||
| Q1 24 | $2.1B | $13.1B |
负债/权益比CALMSPNT
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.33× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 0.24× | ||
| Q1 24 | — | 0.30× |
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 | $-26.4M |
| 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× | -0.11× |
| 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CALMSPNT
| Q4 25 | $94.8M | $-26.4M | ||
| Q3 25 | $278.6M | $155.6M | ||
| Q2 25 | — | $62.1M | ||
| Q1 25 | $571.6M | $-88.9M | ||
| Q4 24 | $122.7M | $107.7M | ||
| Q3 24 | $117.5M | $58.1M | ||
| Q2 24 | — | $-149.9M | ||
| Q1 24 | $164.0M | $58.8M |
自由现金流CALMSPNT
| 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CALMSPNT
| 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CALMSPNT
| 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CALMSPNT
| Q4 25 | 0.92× | -0.11× | ||
| Q3 25 | 1.40× | 1.71× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | 1.12× | -1.44× | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.78× | 6.84× | ||
| Q2 24 | — | -1.32× | ||
| Q1 24 | 1.12× | 0.62× |
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% |
SPNT
暂无分部数据
