vs
CAL-MAINE FOODS INC（CALM）与Simpson Manufacturing Co., Inc.（SSD）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Simpson Manufacturing Co., Inc.的1.4倍（$769.5M vs $539.3M），CAL-MAINE FOODS INC净利率更高（13.4% vs 10.4%，领先2.9%），Simpson Manufacturing Co., Inc.同比增速更快（4.2% vs -19.4%），Simpson Manufacturing Co., Inc.自由现金流更多（$119.0M vs $47.9M），过去两年CAL-MAINE FOODS INC的营收复合增速更高（29.4% vs 0.8%）
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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
CALM vs SSD — 直观对比
营收规模更大
CALM
是对方的1.4倍
$539.3M
营收增速更快
SSD
高出23.6%
-19.4%
净利率更高
CALM
高出2.9%
10.4%
自由现金流更多
SSD
多$71.1M
$47.9M
两年增速更快
CALM
近两年复合增速
0.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $539.3M |
| 净利润 | $102.8M | $56.2M |
| 毛利率 | 27.0% | 43.4% |
| 营业利润率 | 16.1% | 13.9% |
| 净利率 | 13.4% | 10.4% |
| 营收同比 | -19.4% | 4.2% |
| 净利润同比 | -53.1% | 1.4% |
| 每股收益（稀释后） | $2.13 | $1.34 |
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CALMSSD
| Q4 25 | $769.5M | $539.3M | ||
| Q3 25 | $922.6M | $623.5M | ||
| Q2 25 | — | $631.1M | ||
| Q1 25 | $1.4B | $538.9M | ||
| Q4 24 | $954.7M | $517.4M | ||
| Q3 24 | $785.9M | $587.2M | ||
| Q2 24 | — | $597.0M | ||
| Q1 24 | $703.1M | $530.6M |
净利润CALMSSD
| Q4 25 | $102.8M | $56.2M | ||
| Q3 25 | $199.3M | $107.4M | ||
| Q2 25 | — | $103.5M | ||
| Q1 25 | $508.5M | $77.9M | ||
| Q4 24 | $219.1M | $55.4M | ||
| Q3 24 | $150.0M | $93.5M | ||
| Q2 24 | — | $97.8M | ||
| Q1 24 | $146.7M | $75.4M |
毛利率CALMSSD
| Q4 25 | 27.0% | 43.4% | ||
| Q3 25 | 33.7% | 46.4% | ||
| Q2 25 | — | 46.7% | ||
| Q1 25 | 50.5% | 46.8% | ||
| Q4 24 | 37.3% | 44.0% | ||
| Q3 24 | 31.5% | 46.8% | ||
| Q2 24 | — | 46.7% | ||
| Q1 24 | 31.1% | 46.1% |
营业利润率CALMSSD
| Q4 25 | 16.1% | 13.9% | ||
| Q3 25 | 27.0% | 22.6% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | 44.8% | 19.0% | ||
| Q4 24 | 29.1% | 14.8% | ||
| Q3 24 | 23.8% | 21.3% | ||
| Q2 24 | — | 22.1% | ||
| Q1 24 | 23.2% | 18.1% |
净利率CALMSSD
| Q4 25 | 13.4% | 10.4% | ||
| Q3 25 | 21.6% | 17.2% | ||
| Q2 25 | — | 16.4% | ||
| Q1 25 | 35.9% | 14.5% | ||
| Q4 24 | 22.9% | 10.7% | ||
| Q3 24 | 19.1% | 15.9% | ||
| Q2 24 | — | 16.4% | ||
| Q1 24 | 20.9% | 14.2% |
每股收益（稀释后）CALMSSD
| Q4 25 | $2.13 | $1.34 | ||
| Q3 25 | $4.12 | $2.58 | ||
| Q2 25 | — | $2.47 | ||
| Q1 25 | $10.38 | $1.85 | ||
| Q4 24 | $4.47 | $1.31 | ||
| Q3 24 | $3.06 | $2.21 | ||
| Q2 24 | — | $2.31 | ||
| Q1 24 | $3.00 | $1.77 |
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 | $384.1M |
| 总债务越低越好 | — | $300.0M |
| 股东权益账面价值 | $2.7B | $2.0B |
| 总资产 | $3.1B | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资CALMSSD
| Q4 25 | $369.4M | $384.1M | ||
| Q3 25 | $251.9M | $297.3M | ||
| Q2 25 | — | $190.4M | ||
| Q1 25 | $497.2M | $150.3M | ||
| Q4 24 | $140.3M | $239.4M | ||
| Q3 24 | $181.7M | $339.4M | ||
| Q2 24 | — | $354.9M | ||
| Q1 24 | $367.1M | $369.1M |
总债务CALMSSD
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M | ||
| Q1 24 | — | $405.0M |
股东权益CALMSSD
| Q4 25 | $2.7B | $2.0B | ||
| Q3 25 | $2.7B | $2.0B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | $2.4B | $1.9B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $1.9B | $1.9B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | $1.7B | $1.7B |
总资产CALMSSD
| Q4 25 | $3.1B | $3.1B | ||
| Q3 25 | $3.2B | $3.0B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | $3.1B | $2.8B | ||
| Q4 24 | $2.5B | $2.7B | ||
| Q3 24 | $2.4B | $2.9B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | $2.1B | $2.7B |
负债/权益比CALMSSD
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× | ||
| Q1 24 | — | 0.23× |
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 | $155.7M |
| 自由现金流经营现金流 - 资本支出 | $47.9M | $119.0M |
| 自由现金流率自由现金流/营收 | 6.2% | 22.1% |
| 资本支出强度资本支出/营收 | 6.1% | 6.8% |
| 现金转化率经营现金流/净利润 | 0.92× | 2.77× |
| 过去12个月自由现金流最近4个季度 | $895.9M | $297.6M |
8季度趋势，按日历期对齐
经营现金流CALMSSD
| Q4 25 | $94.8M | $155.7M | ||
| Q3 25 | $278.6M | $170.2M | ||
| Q2 25 | — | $125.2M | ||
| Q1 25 | $571.6M | $7.6M | ||
| Q4 24 | $122.7M | $115.8M | ||
| Q3 24 | $117.5M | $103.3M | ||
| Q2 24 | — | $111.1M | ||
| Q1 24 | $164.0M | $7.9M |
自由现金流CALMSSD
| Q4 25 | $47.9M | $119.0M | ||
| Q3 25 | $233.3M | $133.9M | ||
| Q2 25 | — | $87.3M | ||
| Q1 25 | $521.8M | $-42.6M | ||
| Q4 24 | $92.9M | $60.3M | ||
| Q3 24 | $81.7M | $58.1M | ||
| Q2 24 | — | $70.9M | ||
| Q1 24 | $133.8M | $-31.5M |
自由现金流率CALMSSD
| Q4 25 | 6.2% | 22.1% | ||
| Q3 25 | 25.3% | 21.5% | ||
| Q2 25 | — | 13.8% | ||
| Q1 25 | 36.8% | -7.9% | ||
| Q4 24 | 9.7% | 11.7% | ||
| Q3 24 | 10.4% | 9.9% | ||
| Q2 24 | — | 11.9% | ||
| Q1 24 | 19.0% | -5.9% |
资本支出强度CALMSSD
| Q4 25 | 6.1% | 6.8% | ||
| Q3 25 | 4.9% | 5.8% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | 3.5% | 9.3% | ||
| Q4 24 | 3.1% | 10.7% | ||
| Q3 24 | 4.6% | 7.7% | ||
| Q2 24 | — | 6.7% | ||
| Q1 24 | 4.3% | 7.4% |
现金转化率CALMSSD
| Q4 25 | 0.92× | 2.77× | ||
| Q3 25 | 1.40× | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | 1.12× | 0.10× | ||
| Q4 24 | 0.56× | 2.09× | ||
| Q3 24 | 0.78× | 1.10× | ||
| Q2 24 | — | 1.14× | ||
| Q1 24 | 1.12× | 0.11× |
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% |
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |
