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CAL-MAINE FOODS INC（CALM）与VILLAGE SUPER MARKET INC（VLGEA）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VILLAGE SUPER MARKET INC的1.3倍（$769.5M vs $582.6M），CAL-MAINE FOODS INC净利率更高（13.4% vs 2.1%，领先11.3%），VILLAGE SUPER MARKET INC同比增速更快（4.5% vs -19.4%），CAL-MAINE FOODS INC自由现金流更多（$47.9M vs $10.7M），过去两年CAL-MAINE FOODS INC的营收复合增速更高（29.4% vs 0.6%）
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。
Village Super Market Inc是一家美国超市经营企业，采用自助购物模式，在同一门店内按品类分区售卖丰富多样的食品、饮品和家居日用品，是美国老牌零售企业，业务覆盖当地民生零售领域，为消费者提供一站式日常购物体验。
CALM vs VLGEA — 直观对比
营收规模更大
CALM
是对方的1.3倍
$582.6M
营收增速更快
VLGEA
高出23.9%
-19.4%
净利率更高
CALM
高出11.3%
2.1%
自由现金流更多
CALM
多$37.2M
$10.7M
两年增速更快
CALM
近两年复合增速
0.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $769.5M | $582.6M |
| 净利润 | $102.8M | $12.0M |
| 毛利率 | 27.0% | 28.3% |
| 营业利润率 | 16.1% | 2.6% |
| 净利率 | 13.4% | 2.1% |
| 营收同比 | -19.4% | 4.5% |
| 净利润同比 | -53.1% | -6.3% |
| 每股收益（稀释后） | $2.13 | — |
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CALMVLGEA
| Q4 25 | $769.5M | $582.6M | ||
| Q3 25 | $922.6M | $599.7M | ||
| Q2 25 | — | $563.7M | ||
| Q1 25 | $1.4B | $599.7M | ||
| Q4 24 | $954.7M | $557.7M | ||
| Q3 24 | $785.9M | $578.2M | ||
| Q2 24 | — | $546.4M | ||
| Q1 24 | $703.1M | $575.6M |
净利润CALMVLGEA
| Q4 25 | $102.8M | $12.0M | ||
| Q3 25 | $199.3M | $15.5M | ||
| Q2 25 | — | $11.2M | ||
| Q1 25 | $508.5M | $16.9M | ||
| Q4 24 | $219.1M | $12.8M | ||
| Q3 24 | $150.0M | $15.4M | ||
| Q2 24 | — | $9.0M | ||
| Q1 24 | $146.7M | $14.5M |
毛利率CALMVLGEA
| Q4 25 | 27.0% | 28.3% | ||
| Q3 25 | 33.7% | 28.2% | ||
| Q2 25 | — | 28.8% | ||
| Q1 25 | 50.5% | 28.4% | ||
| Q4 24 | 37.3% | 29.0% | ||
| Q3 24 | 31.5% | 29.3% | ||
| Q2 24 | — | 28.5% | ||
| Q1 24 | 31.1% | 28.4% |
营业利润率CALMVLGEA
| Q4 25 | 16.1% | 2.6% | ||
| Q3 25 | 27.0% | 3.4% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | 44.8% | 3.7% | ||
| Q4 24 | 29.1% | 2.9% | ||
| Q3 24 | 23.8% | 3.3% | ||
| Q2 24 | — | 1.9% | ||
| Q1 24 | 23.2% | 3.2% |
净利率CALMVLGEA
| Q4 25 | 13.4% | 2.1% | ||
| Q3 25 | 21.6% | 2.6% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | 35.9% | 2.8% | ||
| Q4 24 | 22.9% | 2.3% | ||
| Q3 24 | 19.1% | 2.7% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | 20.9% | 2.5% |
每股收益（稀释后）CALMVLGEA
| Q4 25 | $2.13 | — | ||
| Q3 25 | $4.12 | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $10.38 | — | ||
| Q4 24 | $4.47 | — | ||
| Q3 24 | $3.06 | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $3.00 | — |
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 | $117.7M |
| 总债务越低越好 | — | $55.7M |
| 股东权益账面价值 | $2.7B | $501.1M |
| 总资产 | $3.1B | $1.0B |
| 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CALMVLGEA
| Q4 25 | $369.4M | $117.7M | ||
| Q3 25 | $251.9M | $110.7M | ||
| Q2 25 | — | $115.4M | ||
| Q1 25 | $497.2M | $133.9M | ||
| Q4 24 | $140.3M | $117.2M | ||
| Q3 24 | $181.7M | $117.3M | ||
| Q2 24 | — | $113.9M | ||
| Q1 24 | $367.1M | $133.3M |
总债务CALMVLGEA
| Q4 25 | — | $55.7M | ||
| Q3 25 | — | $58.0M | ||
| Q2 25 | — | $60.3M | ||
| Q1 25 | — | $62.7M | ||
| Q4 24 | — | $69.9M | ||
| Q3 24 | — | $72.2M | ||
| Q2 24 | — | $74.6M | ||
| Q1 24 | — | $77.0M |
股东权益CALMVLGEA
| Q4 25 | $2.7B | $501.1M | ||
| Q3 25 | $2.7B | $492.0M | ||
| Q2 25 | — | $479.7M | ||
| Q1 25 | $2.4B | $472.0M | ||
| Q4 24 | $2.0B | $457.5M | ||
| Q3 24 | $1.9B | $447.6M | ||
| Q2 24 | — | $436.2M | ||
| Q1 24 | $1.7B | $429.1M |
总资产CALMVLGEA
| Q4 25 | $3.1B | $1.0B | ||
| Q3 25 | $3.2B | $1.0B | ||
| Q2 25 | — | $995.6M | ||
| Q1 25 | $3.1B | $1.0B | ||
| Q4 24 | $2.5B | $990.3M | ||
| Q3 24 | $2.4B | $981.7M | ||
| Q2 24 | — | $970.2M | ||
| Q1 24 | $2.1B | $970.4M |
负债/权益比CALMVLGEA
| Q4 25 | — | 0.11× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.13× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | — | 0.18× |
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 | $19.7M |
| 自由现金流经营现金流 - 资本支出 | $47.9M | $10.7M |
| 自由现金流率自由现金流/营收 | 6.2% | 1.8% |
| 资本支出强度资本支出/营收 | 6.1% | 1.5% |
| 现金转化率经营现金流/净利润 | 0.92× | 1.64× |
| 过去12个月自由现金流最近4个季度 | $895.9M | $36.7M |
8季度趋势，按日历期对齐
经营现金流CALMVLGEA
| Q4 25 | $94.8M | $19.7M | ||
| Q3 25 | $278.6M | $21.7M | ||
| Q2 25 | — | $10.6M | ||
| Q1 25 | $571.6M | $40.8M | ||
| Q4 24 | $122.7M | $20.2M | ||
| Q3 24 | $117.5M | $22.8M | ||
| Q2 24 | — | $9.4M | ||
| Q1 24 | $164.0M | $30.3M |
自由现金流CALMVLGEA
| Q4 25 | $47.9M | $10.7M | ||
| Q3 25 | $233.3M | $11.6M | ||
| Q2 25 | — | $-10.6M | ||
| Q1 25 | $521.8M | $24.9M | ||
| Q4 24 | $92.9M | $8.5M | ||
| Q3 24 | $81.7M | $13.8M | ||
| Q2 24 | — | $-10.0M | ||
| Q1 24 | $133.8M | $9.3M |
自由现金流率CALMVLGEA
| Q4 25 | 6.2% | 1.8% | ||
| Q3 25 | 25.3% | 1.9% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | 36.8% | 4.2% | ||
| Q4 24 | 9.7% | 1.5% | ||
| Q3 24 | 10.4% | 2.4% | ||
| Q2 24 | — | -1.8% | ||
| Q1 24 | 19.0% | 1.6% |
资本支出强度CALMVLGEA
| Q4 25 | 6.1% | 1.5% | ||
| Q3 25 | 4.9% | 1.7% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | 3.5% | 2.6% | ||
| Q4 24 | 3.1% | 2.1% | ||
| Q3 24 | 4.6% | 1.6% | ||
| Q2 24 | — | 3.5% | ||
| Q1 24 | 4.3% | 3.7% |
现金转化率CALMVLGEA
| Q4 25 | 0.92× | 1.64× | ||
| Q3 25 | 1.40× | 1.40× | ||
| Q2 25 | — | 0.95× | ||
| Q1 25 | 1.12× | 2.41× | ||
| Q4 24 | 0.56× | 1.58× | ||
| Q3 24 | 0.78× | 1.48× | ||
| Q2 24 | — | 1.04× | ||
| Q1 24 | 1.12× | 2.09× |
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% |
VLGEA
| Center Store | $342.7M | 59% |
| Fresh | $211.0M | 36% |
| Pharmacy | $26.3M | 5% |
| Other Product | $2.6M | 0% |
