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楷登电子(CDNS)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
楷登电子的季度营收约是Nomad Foods Ltd的1.5倍($1.3B vs $834.9M),Nomad Foods Ltd同比增速更快(-2.6% vs -16.1%),楷登电子自由现金流更多($464.0M vs $272.4M)
楷登电子是总部位于美国加利福尼亚州圣何塞的跨国科技与计算软件企业,最初主打半导体行业电子设计自动化(EDA)软件,目前业务覆盖集成电路、片上系统、印刷电路板、药品研发等领域的设计软硬件开发,同时向电子、航空航天、国防等行业授权知识产权。
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。
CDNS vs NOMD — 直观对比
营收规模更大
CDNS
是对方的1.5倍
$834.9M
营收增速更快
NOMD
高出13.6%
-16.1%
自由现金流更多
CDNS
多$191.6M
$272.4M
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $834.9M |
| 净利润 | $335.7M | — |
| 毛利率 | — | 25.6% |
| 营业利润率 | 29.3% | 9.1% |
| 净利率 | 22.8% | — |
| 营收同比 | -16.1% | -2.6% |
| 净利润同比 | 22.7% | — |
| 每股收益(稀释后) | $1.00 | — |
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
CDNS
NOMD
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $834.9M | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.4B | $856.9M | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — |
净利润
CDNS
NOMD
| Q1 26 | $335.7M | — | ||
| Q4 25 | $388.1M | — | ||
| Q3 25 | $287.1M | — | ||
| Q2 25 | $160.1M | — | ||
| Q1 25 | $273.6M | — | ||
| Q4 24 | $340.2M | $55.5M | ||
| Q3 24 | $238.1M | — | ||
| Q2 24 | $229.5M | — |
毛利率
CDNS
NOMD
| Q1 26 | — | — | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 28.5% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率
CDNS
NOMD
| Q1 26 | 29.3% | — | ||
| Q4 25 | 32.2% | 9.1% | ||
| Q3 25 | 31.8% | — | ||
| Q2 25 | 19.0% | — | ||
| Q1 25 | 29.1% | — | ||
| Q4 24 | 33.7% | 11.5% | ||
| Q3 24 | 28.8% | — | ||
| Q2 24 | 27.7% | — |
净利率
CDNS
NOMD
| Q1 26 | 22.8% | — | ||
| Q4 25 | 27.0% | — | ||
| Q3 25 | 21.4% | — | ||
| Q2 25 | 12.5% | — | ||
| Q1 25 | 22.0% | — | ||
| Q4 24 | 25.1% | 6.5% | ||
| Q3 24 | 19.6% | — | ||
| Q2 24 | 21.6% | — |
每股收益(稀释后)
CDNS
NOMD
| Q1 26 | $1.00 | — | ||
| Q4 25 | $1.42 | — | ||
| Q3 25 | $1.05 | — | ||
| Q2 25 | $0.59 | — | ||
| Q1 25 | $1.00 | — | ||
| Q4 24 | $1.23 | — | ||
| Q3 24 | $0.87 | — | ||
| Q2 24 | $0.84 | — |
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 | $2.8B | — |
| 总债务越低越好 | $2.5B | $2.5B |
| 股东权益账面价值 | $6.6B | $2.7B |
| 总资产 | $12.1B | $6.8B |
| 负债/权益比越低杠杆越低 | 0.38× | 0.92× |
8季度趋势,按日历期对齐
现金及短期投资
CDNS
NOMD
| Q1 26 | $2.8B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.8B | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $1.1B | — |
总债务
CDNS
NOMD
| Q1 26 | $2.5B | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
CDNS
NOMD
| Q1 26 | $6.6B | — | ||
| Q4 25 | $5.5B | $2.7B | ||
| Q3 25 | $5.2B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $4.8B | — | ||
| Q4 24 | $4.7B | $2.9B | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.3B | — |
总资产
CDNS
NOMD
| Q1 26 | $12.1B | — | ||
| Q4 25 | $10.2B | $6.8B | ||
| Q3 25 | $9.6B | — | ||
| Q2 25 | $9.5B | — | ||
| Q1 25 | $9.0B | — | ||
| Q4 24 | $9.0B | $6.9B | ||
| Q3 24 | $9.2B | — | ||
| Q2 24 | $7.2B | — |
负债/权益比
CDNS
NOMD
| Q1 26 | 0.38× | — | ||
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | — | ||
| Q2 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 | $355.8M | $357.2M |
| 自由现金流经营现金流 - 资本支出 | $464.0M | $272.4M |
| 自由现金流率自由现金流/营收 | 36.4% | 32.6% |
| 资本支出强度资本支出/营收 | 5.1% | 10.2% |
| 现金转化率经营现金流/净利润 | 1.06× | — |
| 过去12个月自由现金流最近4个季度 | $1.6B | $1.3B |
8季度趋势,按日历期对齐
经营现金流
CDNS
NOMD
| Q1 26 | $355.8M | — | ||
| Q4 25 | $553.5M | $357.2M | ||
| Q3 25 | $310.7M | — | ||
| Q2 25 | $377.6M | — | ||
| Q1 25 | $487.0M | — | ||
| Q4 24 | $441.4M | $470.2M | ||
| Q3 24 | $410.0M | — | ||
| Q2 24 | $156.0M | — |
自由现金流
CDNS
NOMD
| Q1 26 | $464.0M | — | ||
| Q4 25 | $512.5M | $272.4M | ||
| Q3 25 | $277.0M | — | ||
| Q2 25 | $333.5M | — | ||
| Q1 25 | $464.0M | — | ||
| Q4 24 | $404.2M | $383.5M | ||
| Q3 24 | $383.5M | — | ||
| Q2 24 | $126.8M | — |
自由现金流率
CDNS
NOMD
| Q1 26 | 36.4% | — | ||
| Q4 25 | 35.6% | 32.6% | ||
| Q3 25 | 20.7% | — | ||
| Q2 25 | 26.1% | — | ||
| Q1 25 | 37.3% | — | ||
| Q4 24 | 29.8% | 44.8% | ||
| Q3 24 | 31.5% | — | ||
| Q2 24 | 12.0% | — |
资本支出强度
CDNS
NOMD
| Q1 26 | 5.1% | — | ||
| Q4 25 | 2.8% | 10.2% | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 2.7% | 10.1% | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 2.8% | — |
现金转化率
CDNS
NOMD
| Q1 26 | 1.06× | — | ||
| Q4 25 | 1.43× | — | ||
| Q3 25 | 1.08× | — | ||
| Q2 25 | 2.36× | — | ||
| Q1 25 | 1.78× | — | ||
| Q4 24 | 1.30× | 8.47× | ||
| Q3 24 | 1.72× | — | ||
| Q2 24 | 0.68× | — |
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
CDNS
| Product and Maintenance | $1.1B | 87% |
| Services | $131.0M | 10% |
| Other | $33.0M | 3% |
NOMD
暂无分部数据