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卡博特（CBT）与Nomad Foods Ltd（NOMD）财务数据对比。点击上方公司名可切换其他公司
卡博特的季度营收约是Nomad Foods Ltd的1.0倍（$849.0M vs $834.9M），Nomad Foods Ltd同比增速更快（-2.6% vs -11.1%），Nomad Foods Ltd自由现金流更多（$272.4M vs $57.0M）
卡博特公司是总部位于美国马萨诸塞州波士顿的特种化学品和高性能材料企业，业务覆盖全球20多个国家，拥有36座生产工厂、8个研发中心及28个销售办事处，在特种材料领域具备全球领先的技术和服务能力。
游牧食品（Nomad Foods）是欧洲最大的冷冻食品企业，总部位于英国，业务覆盖22个欧洲市场，从事冷冻食品的生产、销售与配送工作。旗下拥有Birds Eye、Ledo、Iglo、Findus、Frikom等知名品牌，核心产品包括鱼条、奶油菠菜、豌豆、鸡肉类冷冻食品，在纽交所上市，股票代码为NOMD。
CBT vs NOMD — 直观对比
营收规模更大
CBT
是对方的1.0倍
$834.9M
营收增速更快
NOMD
高出8.5%
-11.1%
自由现金流更多
NOMD
多$215.4M
$57.0M
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $849.0M | $834.9M |
| 净利润 | $73.0M | — |
| 毛利率 | 24.9% | 25.6% |
| 营业利润率 | 15.2% | 9.1% |
| 净利率 | 8.6% | — |
| 营收同比 | -11.1% | -2.6% |
| 净利润同比 | -21.5% | — |
| 每股收益（稀释后） | $1.37 | — |
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CBTNOMD
| Q4 25 | $849.0M | $834.9M | ||
| Q3 25 | $899.0M | — | ||
| Q2 25 | $923.0M | — | ||
| Q1 25 | $936.0M | — | ||
| Q4 24 | $955.0M | $856.9M | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $1.0B | — |
净利润CBTNOMD
| Q4 25 | $73.0M | — | ||
| Q3 25 | $43.0M | — | ||
| Q2 25 | $101.0M | — | ||
| Q1 25 | $94.0M | — | ||
| Q4 24 | $93.0M | $55.5M | ||
| Q3 24 | $137.0M | — | ||
| Q2 24 | $109.0M | — | ||
| Q1 24 | $84.0M | — |
毛利率CBTNOMD
| Q4 25 | 24.9% | 25.6% | ||
| Q3 25 | 24.5% | — | ||
| Q2 25 | 26.4% | — | ||
| Q1 25 | 25.7% | — | ||
| Q4 24 | 24.6% | 28.5% | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 25.2% | — | ||
| Q1 24 | 24.1% | — |
营业利润率CBTNOMD
| Q4 25 | 15.2% | 9.1% | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 18.1% | — | ||
| Q1 25 | 17.3% | — | ||
| Q4 24 | 16.2% | 11.5% | ||
| Q3 24 | 15.0% | — | ||
| Q2 24 | 16.9% | — | ||
| Q1 24 | 15.3% | — |
净利率CBTNOMD
| Q4 25 | 8.6% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 10.9% | — | ||
| Q1 25 | 10.0% | — | ||
| Q4 24 | 9.7% | 6.5% | ||
| Q3 24 | 13.7% | — | ||
| Q2 24 | 10.7% | — | ||
| Q1 24 | 8.2% | — |
每股收益（稀释后）CBTNOMD
| Q4 25 | $1.37 | — | ||
| Q3 25 | $0.80 | — | ||
| Q2 25 | $1.86 | — | ||
| Q1 25 | $1.69 | — | ||
| Q4 24 | $1.67 | — | ||
| Q3 24 | $2.41 | — | ||
| Q2 24 | $1.94 | — | ||
| Q1 24 | $1.49 | — |
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 | $230.0M | — |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $1.6B | $2.7B |
| 总资产 | $3.8B | $6.8B |
| 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CBTNOMD
| Q4 25 | $230.0M | — | ||
| Q3 25 | $258.0M | — | ||
| Q2 25 | $239.0M | — | ||
| Q1 25 | $213.0M | — | ||
| Q4 24 | $183.0M | — | ||
| Q3 24 | $223.0M | — | ||
| Q2 24 | $197.0M | — | ||
| Q1 24 | $206.0M | — |
总债务CBTNOMD
| Q4 25 | — | $2.5B | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CBTNOMD
| Q4 25 | $1.6B | $2.7B | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $2.9B | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.4B | — |
总资产CBTNOMD
| Q4 25 | $3.8B | $6.8B | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $3.8B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.6B | $6.9B | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.6B | — |
负债/权益比CBTNOMD
| Q4 25 | — | 0.92× | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | 0.75× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $126.0M | $357.2M |
| 自由现金流经营现金流 - 资本支出 | $57.0M | $272.4M |
| 自由现金流率自由现金流/营收 | 6.7% | 32.6% |
| 资本支出强度资本支出/营收 | 8.1% | 10.2% |
| 现金转化率经营现金流/净利润 | 1.73× | — |
| 过去12个月自由现金流最近4个季度 | $401.0M | $1.3B |
8季度趋势，按日历期对齐
经营现金流CBTNOMD
| Q4 25 | $126.0M | $357.2M | ||
| Q3 25 | $219.0M | — | ||
| Q2 25 | $249.0M | — | ||
| Q1 25 | $73.0M | — | ||
| Q4 24 | $124.0M | $470.2M | ||
| Q3 24 | $204.0M | — | ||
| Q2 24 | $207.0M | — | ||
| Q1 24 | $176.0M | — |
自由现金流CBTNOMD
| Q4 25 | $57.0M | $272.4M | ||
| Q3 25 | $155.0M | — | ||
| Q2 25 | $188.0M | — | ||
| Q1 25 | $1.0M | — | ||
| Q4 24 | $47.0M | $383.5M | ||
| Q3 24 | $112.0M | — | ||
| Q2 24 | $155.0M | — | ||
| Q1 24 | $133.0M | — |
自由现金流率CBTNOMD
| Q4 25 | 6.7% | 32.6% | ||
| Q3 25 | 17.2% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 4.9% | 44.8% | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | 15.3% | — | ||
| Q1 24 | 13.1% | — |
资本支出强度CBTNOMD
| Q4 25 | 8.1% | 10.2% | ||
| Q3 25 | 7.1% | — | ||
| Q2 25 | 6.6% | — | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 8.1% | 10.1% | ||
| Q3 24 | 9.2% | — | ||
| Q2 24 | 5.1% | — | ||
| Q1 24 | 4.2% | — |
现金转化率CBTNOMD
| Q4 25 | 1.73× | — | ||
| Q3 25 | 5.09× | — | ||
| Q2 25 | 2.47× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.33× | 8.47× | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.90× | — | ||
| Q1 24 | 2.10× | — |
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
CBT
| Reinforcement Materials | $520.0M | 61% |
| Performance Chemicals | $300.0M | 35% |
| Shipping And Handling | $25.0M | 3% |
| Other Products And Services | $4.0M | 0% |
NOMD
暂无分部数据
