vs
CALAVO GROWERS INC（CVGW）与奥驰亚（MO）财务数据对比。点击上方公司名可切换其他公司
奥驰亚的季度营收约是CALAVO GROWERS INC的46.9倍（$5.8B vs $124.7M）。奥驰亚净利率更高（19.1% vs 3.1%，领先16.0%）。奥驰亚同比增速更快（-2.1% vs -26.6%）。奥驰亚自由现金流更多（$3.2B vs $1.2M）。过去两年奥驰亚的营收复合增速更高（2.4% vs -1.2%）
卡拉沃种植者公司是一家国际化农产消费品企业，核心业务涉及牛油果及其他鲜果、新鲜预制食品的包装与分销，产品面向全球各地的餐饮门店、零售卖场以及个人客户供应，是生鲜果蔬领域颇具规模的供应商。
奥驰亚集团是美国头部烟草企业，通过旗下子公司生产销售可燃烟草与口服类烟草相关产品，核心品牌包括万宝路香烟、Black & Mild雪茄及烟斗烟、哥本哈根、斯库尔等湿无烟烟草，以及on!口服尼古丁袋，产品主要供应批发商、分销商及大型零售客户。
CVGW vs MO — 直观对比
营收规模更大
MO
是对方的46.9倍
$124.7M
营收增速更快
MO
高出24.5%
-26.6%
净利率更高
MO
高出16.0%
3.1%
自由现金流更多
MO
多$3.2B
$1.2M
两年增速更快
MO
近两年复合增速
-1.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $124.7M | $5.8B |
| 净利润 | $3.8M | $1.1B |
| 毛利率 | 9.3% | 62.1% |
| 营业利润率 | -1.4% | 28.2% |
| 净利率 | 3.1% | 19.1% |
| 营收同比 | -26.6% | -2.1% |
| 净利润同比 | 2846.0% | -63.2% |
| 每股收益（稀释后） | $0.22 | $0.67 |
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CVGWMO
| Q4 25 | $124.7M | $5.8B | ||
| Q3 25 | $178.8M | $6.1B | ||
| Q2 25 | $190.5M | $6.1B | ||
| Q1 25 | $154.4M | $5.3B | ||
| Q4 24 | $170.0M | $6.0B | ||
| Q3 24 | $179.6M | $6.3B | ||
| Q2 24 | $184.4M | $6.2B | ||
| Q1 24 | $127.6M | $5.6B |
净利润CVGWMO
| Q4 25 | $3.8M | $1.1B | ||
| Q3 25 | $4.7M | $2.4B | ||
| Q2 25 | $6.8M | $2.4B | ||
| Q1 25 | $4.4M | $1.1B | ||
| Q4 24 | $-139.0K | $3.0B | ||
| Q3 24 | $-732.0K | $2.3B | ||
| Q2 24 | $6.1M | $3.8B | ||
| Q1 24 | $-6.3M | $2.1B |
毛利率CVGWMO
| Q4 25 | 9.3% | 62.1% | ||
| Q3 25 | 10.2% | 62.8% | ||
| Q2 25 | 9.5% | 63.1% | ||
| Q1 25 | 10.2% | 61.8% | ||
| Q4 24 | 9.7% | 60.3% | ||
| Q3 24 | 11.2% | 60.8% | ||
| Q2 24 | 11.1% | 59.2% | ||
| Q1 24 | 8.4% | 58.8% |
营业利润率CVGWMO
| Q4 25 | -1.4% | 28.2% | ||
| Q3 25 | 4.8% | 53.2% | ||
| Q2 25 | 4.0% | 52.9% | ||
| Q1 25 | 3.3% | 34.0% | ||
| Q4 24 | 1.8% | 48.2% | ||
| Q3 24 | 5.2% | 50.4% | ||
| Q2 24 | 4.0% | 40.8% | ||
| Q1 24 | -2.4% | 48.0% |
净利率CVGWMO
| Q4 25 | 3.1% | 19.1% | ||
| Q3 25 | 2.6% | 39.1% | ||
| Q2 25 | 3.6% | 39.0% | ||
| Q1 25 | 2.9% | 20.5% | ||
| Q4 24 | -0.1% | 50.9% | ||
| Q3 24 | -0.4% | 36.6% | ||
| Q2 24 | 3.3% | 61.2% | ||
| Q1 24 | -4.9% | 38.2% |
每股收益（稀释后）CVGWMO
| Q4 25 | $0.22 | $0.67 | ||
| Q3 25 | $0.26 | $1.41 | ||
| Q2 25 | $0.38 | $1.41 | ||
| Q1 25 | $0.25 | $0.63 | ||
| Q4 24 | $-0.01 | $1.78 | ||
| Q3 24 | $-0.04 | $1.34 | ||
| Q2 24 | $0.34 | $2.21 | ||
| Q1 24 | $-0.35 | $1.21 |
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 | $61.2M | $4.5B |
| 总债务越低越好 | — | $25.7B |
| 股东权益账面价值 | $206.9M | $-3.5B |
| 总资产 | $292.2M | $35.0B |
| 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CVGWMO
| Q4 25 | $61.2M | $4.5B | ||
| Q3 25 | $63.8M | $3.5B | ||
| Q2 25 | $60.4M | $1.3B | ||
| Q1 25 | $48.5M | $4.7B | ||
| Q4 24 | $57.0M | $3.1B | ||
| Q3 24 | $1.1M | $1.9B | ||
| Q2 24 | $4.3M | $1.8B | ||
| Q1 24 | $5.7M | $3.6B |
总债务CVGWMO
| Q4 25 | — | $25.7B | ||
| Q3 25 | — | $25.7B | ||
| Q2 25 | — | $24.7B | ||
| Q1 25 | — | $26.1B | ||
| Q4 24 | — | $24.9B | ||
| Q3 24 | — | $25.2B | ||
| Q2 24 | — | $25.0B | ||
| Q1 24 | — | $25.0B |
股东权益CVGWMO
| Q4 25 | $206.9M | $-3.5B | ||
| Q3 25 | $206.4M | $-2.6B | ||
| Q2 25 | $206.6M | $-3.3B | ||
| Q1 25 | $202.9M | $-3.5B | ||
| Q4 24 | $200.3M | $-2.2B | ||
| Q3 24 | $205.2M | $-3.5B | ||
| Q2 24 | $207.3M | $-3.0B | ||
| Q1 24 | $202.5M | $-5.1B |
总资产CVGWMO
| Q4 25 | $292.2M | $35.0B | ||
| Q3 25 | $301.2M | $35.0B | ||
| Q2 25 | $321.5M | $32.3B | ||
| Q1 25 | $298.9M | $35.8B | ||
| Q4 24 | $301.1M | $35.2B | ||
| Q3 24 | $382.4M | $34.2B | ||
| Q2 24 | $411.4M | $34.4B | ||
| Q1 24 | $394.7M | $36.5B |
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 | $2.3M | $3.3B |
| 自由现金流经营现金流 - 资本支出 | $1.2M | $3.2B |
| 自由现金流率自由现金流/营收 | 1.0% | 54.4% |
| 资本支出强度资本支出/营收 | 0.9% | 1.6% |
| 现金转化率经营现金流/净利润 | 0.60× | 2.93× |
| 过去12个月自由现金流最近4个季度 | $19.4M | $9.1B |
8季度趋势，按日历期对齐
经营现金流CVGWMO
| Q4 25 | $2.3M | $3.3B | ||
| Q3 25 | $8.0M | $3.1B | ||
| Q2 25 | $15.7M | $205.0M | ||
| Q1 25 | $-4.4M | $2.7B | ||
| Q4 24 | $10.8M | $3.3B | ||
| Q3 24 | $11.4M | $2.6B | ||
| Q2 24 | $2.1M | $-75.0M | ||
| Q1 24 | $58.0K | $2.9B |
自由现金流CVGWMO
| Q4 25 | $1.2M | $3.2B | ||
| Q3 25 | $7.3M | $3.0B | ||
| Q2 25 | $15.6M | $173.0M | ||
| Q1 25 | $-4.7M | $2.7B | ||
| Q4 24 | $10.5M | $3.3B | ||
| Q3 24 | $11.3M | $2.6B | ||
| Q2 24 | $745.0K | $-104.0M | ||
| Q1 24 | $-972.0K | $2.8B |
自由现金流率CVGWMO
| Q4 25 | 1.0% | 54.4% | ||
| Q3 25 | 4.1% | 50.1% | ||
| Q2 25 | 8.2% | 2.8% | ||
| Q1 25 | -3.1% | 51.0% | ||
| Q4 24 | 6.2% | 55.1% | ||
| Q3 24 | 6.3% | 41.2% | ||
| Q2 24 | 0.4% | -1.7% | ||
| Q1 24 | -0.8% | 51.0% |
资本支出强度CVGWMO
| Q4 25 | 0.9% | 1.6% | ||
| Q3 25 | 0.4% | 0.9% | ||
| Q2 25 | 0.1% | 0.5% | ||
| Q1 25 | 0.2% | 0.7% | ||
| Q4 24 | 0.2% | 0.8% | ||
| Q3 24 | 0.1% | 0.5% | ||
| Q2 24 | 0.7% | 0.5% | ||
| Q1 24 | 0.8% | 0.6% |
现金转化率CVGWMO
| Q4 25 | 0.60× | 2.93× | ||
| Q3 25 | 1.69× | 1.30× | ||
| Q2 25 | 2.29× | 0.09× | ||
| Q1 25 | -1.00× | 2.53× | ||
| Q4 24 | — | 1.10× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | 0.35× | -0.02× | ||
| Q1 24 | — | 1.35× |
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
CVGW
| Fresh Products | $104.7M | 84% |
| Segment Prepared | $14.5M | 12% |
| Tomatoes | $4.6M | 4% |
MO
| Smokeable Products Segment | $5.1B | 88% |
| Oral Tobacco Segment | $706.0M | 12% |
