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盖尔斯（GES）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
Nomad Foods Ltd的季度营收约是盖尔斯的1.1倍（$834.9M vs $791.4M），盖尔斯同比增速更快（7.2% vs -2.6%），Nomad Foods Ltd自由现金流更多（$272.4M vs $-56.3M）
盖尔斯是美国知名服饰品牌企业，以标志性的黑白风格广告广为人知。除核心服饰产品外，品牌还通过品牌授权模式推出腕表、珠宝、香水、包袋、鞋履等各类时尚配饰，在全球时尚消费市场拥有较高知名度。
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。
GES vs NOMD — 直观对比
营收规模更大
NOMD
是对方的1.1倍
$791.4M
营收增速更快
GES
高出9.7%
-2.6%
自由现金流更多
NOMD
多$328.7M
$-56.3M
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $791.4M | $834.9M |
| 净利润 | $25.6M | — |
| 毛利率 | 42.5% | 25.6% |
| 营业利润率 | 2.9% | 9.1% |
| 净利率 | 3.2% | — |
| 营收同比 | 7.2% | -2.6% |
| 净利润同比 | 209.6% | — |
| 每股收益（稀释后） | $0.48 | — |
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GESNOMD
| Q4 25 | $791.4M | $834.9M | ||
| Q3 25 | $772.9M | — | ||
| Q2 25 | $647.8M | — | ||
| Q1 25 | $932.3M | — | ||
| Q4 24 | $738.5M | $856.9M | ||
| Q3 24 | $732.6M | — | ||
| Q2 24 | $591.9M | — | ||
| Q1 24 | $891.0M | — |
净利润GESNOMD
| Q4 25 | $25.6M | — | ||
| Q3 25 | $6.2M | — | ||
| Q2 25 | $-32.9M | — | ||
| Q1 25 | $81.4M | — | ||
| Q4 24 | $-23.4M | $55.5M | ||
| Q3 24 | $-10.6M | — | ||
| Q2 24 | $13.0M | — | ||
| Q1 24 | $115.3M | — |
毛利率GESNOMD
| Q4 25 | 42.5% | 25.6% | ||
| Q3 25 | 42.5% | — | ||
| Q2 25 | 39.9% | — | ||
| Q1 25 | 44.1% | — | ||
| Q4 24 | 43.6% | 28.5% | ||
| Q3 24 | 43.7% | — | ||
| Q2 24 | 41.9% | — | ||
| Q1 24 | 45.4% | — |
营业利润率GESNOMD
| Q4 25 | 2.9% | 9.1% | ||
| Q3 25 | 2.3% | — | ||
| Q2 25 | -5.1% | — | ||
| Q1 25 | 11.1% | — | ||
| Q4 24 | 5.7% | 11.5% | ||
| Q3 24 | 6.5% | — | ||
| Q2 24 | -3.4% | — | ||
| Q1 24 | 16.3% | — |
净利率GESNOMD
| Q4 25 | 3.2% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | -5.1% | — | ||
| Q1 25 | 8.7% | — | ||
| Q4 24 | -3.2% | 6.5% | ||
| Q3 24 | -1.4% | — | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | 12.9% | — |
每股收益（稀释后）GESNOMD
| Q4 25 | $0.48 | — | ||
| Q3 25 | $0.12 | — | ||
| Q2 25 | $-0.65 | — | ||
| Q1 25 | $1.29 | — | ||
| Q4 24 | $-0.47 | — | ||
| Q3 24 | $-0.28 | — | ||
| Q2 24 | $0.23 | — | ||
| Q1 24 | $1.90 | — |
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 | $154.2M | — |
| 总债务越低越好 | $299.5M | $2.5B |
| 股东权益账面价值 | $508.5M | $2.7B |
| 总资产 | $3.0B | $6.8B |
| 负债/权益比越低杠杆越低 | 0.59× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资GESNOMD
| Q4 25 | $154.2M | — | ||
| Q3 25 | $189.6M | — | ||
| Q2 25 | $151.2M | — | ||
| Q1 25 | $187.7M | — | ||
| Q4 24 | $140.9M | — | ||
| Q3 24 | $218.9M | — | ||
| Q2 24 | $241.7M | — | ||
| Q1 24 | $360.3M | — |
总债务GESNOMD
| Q4 25 | $299.5M | $2.5B | ||
| Q3 25 | $258.4M | — | ||
| Q2 25 | $241.7M | — | ||
| Q1 25 | $150.7M | — | ||
| Q4 24 | $238.3M | $2.4B | ||
| Q3 24 | $187.8M | — | ||
| Q2 24 | $196.9M | — | ||
| Q1 24 | $28.2M | — |
股东权益GESNOMD
| Q4 25 | $508.5M | $2.7B | ||
| Q3 25 | $487.6M | — | ||
| Q2 25 | $483.6M | — | ||
| Q1 25 | $505.0M | — | ||
| Q4 24 | $450.7M | $2.9B | ||
| Q3 24 | $491.2M | — | ||
| Q2 24 | $565.5M | — | ||
| Q1 24 | $684.9M | — |
总资产GESNOMD
| Q4 25 | $3.0B | $6.8B | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $2.8B | $6.9B | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.6B | — |
负债/权益比GESNOMD
| Q4 25 | 0.59× | 0.92× | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | 0.53× | 0.82× | ||
| Q3 24 | 0.38× | — | ||
| Q2 24 | 0.35× | — | ||
| Q1 24 | 0.04× | — |
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 | $-39.5M | $357.2M |
| 自由现金流经营现金流 - 资本支出 | $-56.3M | $272.4M |
| 自由现金流率自由现金流/营收 | -7.1% | 32.6% |
| 资本支出强度资本支出/营收 | 2.1% | 10.2% |
| 现金转化率经营现金流/净利润 | -1.54× | — |
| 过去12个月自由现金流最近4个季度 | $62.5M | $1.3B |
8季度趋势，按日历期对齐
经营现金流GESNOMD
| Q4 25 | $-39.5M | $357.2M | ||
| Q3 25 | $74.9M | — | ||
| Q2 25 | $-73.4M | — | ||
| Q1 25 | $183.2M | — | ||
| Q4 24 | $-83.3M | $470.2M | ||
| Q3 24 | $44.7M | — | ||
| Q2 24 | $-22.9M | — | ||
| Q1 24 | $289.5M | — |
自由现金流GESNOMD
| Q4 25 | $-56.3M | $272.4M | ||
| Q3 25 | $53.4M | — | ||
| Q2 25 | $-95.3M | — | ||
| Q1 25 | $160.7M | — | ||
| Q4 24 | $-105.4M | $383.5M | ||
| Q3 24 | $24.3M | — | ||
| Q2 24 | $-44.0M | — | ||
| Q1 24 | $267.8M | — |
自由现金流率GESNOMD
| Q4 25 | -7.1% | 32.6% | ||
| Q3 25 | 6.9% | — | ||
| Q2 25 | -14.7% | — | ||
| Q1 25 | 17.2% | — | ||
| Q4 24 | -14.3% | 44.8% | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | -7.4% | — | ||
| Q1 24 | 30.1% | — |
资本支出强度GESNOMD
| Q4 25 | 2.1% | 10.2% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 3.0% | 10.1% | ||
| Q3 24 | 2.8% | — | ||
| Q2 24 | 3.6% | — | ||
| Q1 24 | 2.4% | — |
现金转化率GESNOMD
| Q4 25 | -1.54× | — | ||
| Q3 25 | 12.00× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.25× | — | ||
| Q4 24 | — | 8.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | -1.76× | — | ||
| Q1 24 | 2.51× | — |
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
GES
| Products | $760.3M | 96% |
| Royalty | $31.1M | 4% |
NOMD
暂无分部数据
