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CAL-MAINE FOODS INC（CALM）与伟世通（VC）财务数据对比。点击上方公司名可切换其他公司
伟世通的季度营收约是CAL-MAINE FOODS INC的1.2倍（$948.0M vs $769.5M），CAL-MAINE FOODS INC净利率更高（13.4% vs 7.8%，领先5.5%），伟世通同比增速更快（1.0% vs -19.4%），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。
伟世通是一家总部位于美国密歇根州范布伦镇区的全球性汽车电子供应商，业务涵盖汽车座舱电子产品、车联网服务以及电动化相关产品的设计、研发与制造，客户几乎覆盖全球所有主流汽车制造商。
CALM vs VC — 直观对比
营收规模更大
VC
是对方的1.2倍
$769.5M
营收增速更快
VC
高出20.4%
-19.4%
净利率更高
CALM
高出5.5%
7.8%
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 | $948.0M |
| 净利润 | $102.8M | $74.0M |
| 毛利率 | 27.0% | 12.9% |
| 营业利润率 | 16.1% | 6.9% |
| 净利率 | 13.4% | 7.8% |
| 营收同比 | -19.4% | 1.0% |
| 净利润同比 | -53.1% | -40.8% |
| 每股收益（稀释后） | $2.13 | $2.67 |
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CALMVC
| Q4 25 | $769.5M | $948.0M | ||
| Q3 25 | $922.6M | $917.0M | ||
| Q2 25 | — | $969.0M | ||
| Q1 25 | $1.4B | $934.0M | ||
| Q4 24 | $954.7M | $939.0M | ||
| Q3 24 | $785.9M | $980.0M | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | $703.1M | $933.0M |
净利润CALMVC
| Q4 25 | $102.8M | $74.0M | ||
| Q3 25 | $199.3M | $-11.0M | ||
| Q2 25 | — | $71.0M | ||
| Q1 25 | $508.5M | $67.0M | ||
| Q4 24 | $219.1M | $125.0M | ||
| Q3 24 | $150.0M | $40.0M | ||
| Q2 24 | — | $83.0M | ||
| Q1 24 | $146.7M | $48.0M |
毛利率CALMVC
| Q4 25 | 27.0% | 12.9% | ||
| Q3 25 | 33.7% | 14.3% | ||
| Q2 25 | — | 14.6% | ||
| Q1 25 | 50.5% | 14.8% | ||
| Q4 24 | 37.3% | 14.3% | ||
| Q3 24 | 31.5% | 13.4% | ||
| Q2 24 | — | 14.5% | ||
| Q1 24 | 31.1% | 12.8% |
营业利润率CALMVC
| Q4 25 | 16.1% | 6.9% | ||
| Q3 25 | 27.0% | 8.8% | ||
| Q2 25 | — | 10.0% | ||
| Q1 25 | 44.8% | 10.2% | ||
| Q4 24 | 29.1% | 8.9% | ||
| Q3 24 | 23.8% | 5.2% | ||
| Q2 24 | — | 9.9% | ||
| Q1 24 | 23.2% | 6.8% |
净利率CALMVC
| Q4 25 | 13.4% | 7.8% | ||
| Q3 25 | 21.6% | -1.2% | ||
| Q2 25 | — | 7.3% | ||
| Q1 25 | 35.9% | 7.2% | ||
| Q4 24 | 22.9% | 13.3% | ||
| Q3 24 | 19.1% | 4.1% | ||
| Q2 24 | — | 8.2% | ||
| Q1 24 | 20.9% | 5.1% |
每股收益（稀释后）CALMVC
| Q4 25 | $2.13 | $2.67 | ||
| Q3 25 | $4.12 | $-0.40 | ||
| Q2 25 | — | $2.57 | ||
| Q1 25 | $10.38 | $2.44 | ||
| Q4 24 | $4.47 | $4.50 | ||
| Q3 24 | $3.06 | $1.43 | ||
| Q2 24 | — | $2.97 | ||
| Q1 24 | $3.00 | $1.71 |
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 | $771.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $1.6B |
| 总资产 | $3.1B | $3.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CALMVC
| Q4 25 | $369.4M | $771.0M | ||
| Q3 25 | $251.9M | $762.0M | ||
| Q2 25 | — | $668.0M | ||
| Q1 25 | $497.2M | $655.0M | ||
| Q4 24 | $140.3M | $623.0M | ||
| Q3 24 | $181.7M | $550.0M | ||
| Q2 24 | — | $505.0M | ||
| Q1 24 | $367.1M | $504.0M |
股东权益CALMVC
| Q4 25 | $2.7B | $1.6B | ||
| Q3 25 | $2.7B | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | $2.4B | $1.4B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $1.9B | $1.3B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | $1.7B | $1.1B |
总资产CALMVC
| Q4 25 | $3.1B | $3.4B | ||
| Q3 25 | $3.2B | $3.3B | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | $3.1B | $3.1B | ||
| Q4 24 | $2.5B | $3.0B | ||
| Q3 24 | $2.4B | $3.0B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | $2.1B | $2.8B |
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 | $118.0M |
| 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× | 1.59× |
| 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CALMVC
| Q4 25 | $94.8M | $118.0M | ||
| Q3 25 | $278.6M | $127.0M | ||
| Q2 25 | — | $95.0M | ||
| Q1 25 | $571.6M | $70.0M | ||
| Q4 24 | $122.7M | $203.0M | ||
| Q3 24 | $117.5M | $98.0M | ||
| Q2 24 | — | $57.0M | ||
| Q1 24 | $164.0M | $69.0M |
自由现金流CALMVC
| 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CALMVC
| 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CALMVC
| 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CALMVC
| Q4 25 | 0.92× | 1.59× | ||
| Q3 25 | 1.40× | — | ||
| Q2 25 | — | 1.34× | ||
| Q1 25 | 1.12× | 1.04× | ||
| Q4 24 | 0.56× | 1.62× | ||
| Q3 24 | 0.78× | 2.45× | ||
| Q2 24 | — | 0.69× | ||
| Q1 24 | 1.12× | 1.44× |
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% |
VC
| Audioandinfotainment | $508.0M | 54% |
| Informationdisplays | $428.0M | 45% |
