vs
Limoneira CO（LMNR）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Limoneira CO的141.5倍（$5.8B vs $41.3M）。奥驰亚净利率更高（19.1% vs -21.0%，领先40.1%）。奥驰亚同比增速更快（-2.1% vs -2.8%）。过去两年Limoneira CO的营收复合增速更高（3.8% vs 2.4%）
Limoneira是总部位于美国加利福尼亚州的领先农业企业，主营柑橘、牛油果等特色农产品的种植、加工与分销，产品销往北美、亚洲、欧洲等市场，服务零售及餐饮客户，同时布局可持续土地开发相关业务。
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。
LMNR vs MO — 直观对比
营收规模更大
MO
是对方的141.5倍
$41.3M
营收增速更快
MO
高出0.6%
-2.8%
净利率更高
MO
高出40.1%
-21.0%
两年增速更快
LMNR
近两年复合增速
2.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $41.3M | $5.8B |
| 净利润 | $-8.7M | $1.1B |
| 毛利率 | -15.1% | 62.1% |
| 营业利润率 | -26.8% | 28.2% |
| 净利率 | -21.0% | 19.1% |
| 营收同比 | -2.8% | -2.1% |
| 净利润同比 | -367.5% | -63.2% |
| 每股收益（稀释后） | $-0.49 | $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LMNRMO
| Q4 25 | $41.3M | $5.8B | ||
| Q3 25 | $45.9M | $6.1B | ||
| Q2 25 | $33.6M | $6.1B | ||
| Q1 25 | $32.9M | $5.3B | ||
| Q4 24 | $42.5M | $6.0B | ||
| Q3 24 | $61.8M | $6.3B | ||
| Q2 24 | $43.3M | $6.2B | ||
| Q1 24 | $38.3M | $5.6B |
净利润LMNRMO
| Q4 25 | $-8.7M | $1.1B | ||
| Q3 25 | $-855.0K | $2.4B | ||
| Q2 25 | $-3.4M | $2.4B | ||
| Q1 25 | $-3.1M | $1.1B | ||
| Q4 24 | $-1.9M | $3.0B | ||
| Q3 24 | $6.6M | $2.3B | ||
| Q2 24 | $6.6M | $3.8B | ||
| Q1 24 | $-3.6M | $2.1B |
毛利率LMNRMO
| Q4 25 | -15.1% | 62.1% | ||
| Q3 25 | 8.5% | 62.8% | ||
| Q2 25 | 5.6% | 63.1% | ||
| Q1 25 | -2.0% | 61.8% | ||
| Q4 24 | 6.3% | 60.3% | ||
| Q3 24 | 26.5% | 60.8% | ||
| Q2 24 | 6.5% | 59.2% | ||
| Q1 24 | -2.0% | 58.8% |
营业利润率LMNRMO
| Q4 25 | -26.8% | 28.2% | ||
| Q3 25 | -1.4% | 53.2% | ||
| Q2 25 | -10.0% | 52.9% | ||
| Q1 25 | -16.3% | 34.0% | ||
| Q4 24 | -6.5% | 48.2% | ||
| Q3 24 | 14.5% | 50.4% | ||
| Q2 24 | -10.8% | 40.8% | ||
| Q1 24 | -20.2% | 48.0% |
净利率LMNRMO
| Q4 25 | -21.0% | 19.1% | ||
| Q3 25 | -1.9% | 39.1% | ||
| Q2 25 | -10.0% | 39.0% | ||
| Q1 25 | -9.4% | 20.5% | ||
| Q4 24 | -4.4% | 50.9% | ||
| Q3 24 | 10.7% | 36.6% | ||
| Q2 24 | 15.2% | 61.2% | ||
| Q1 24 | -9.4% | 38.2% |
每股收益（稀释后）LMNRMO
| Q4 25 | $-0.49 | $0.67 | ||
| Q3 25 | $-0.06 | $1.41 | ||
| Q2 25 | $-0.20 | $1.41 | ||
| Q1 25 | $-0.18 | $0.63 | ||
| Q4 24 | $-0.09 | $1.78 | ||
| Q3 24 | $0.35 | $1.34 | ||
| Q2 24 | $0.35 | $2.21 | ||
| Q1 24 | $-0.21 | $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 | — | $4.5B |
| 总债务越低越好 | $72.5M | $25.7B |
| 股东权益账面价值 | $180.0M | $-3.5B |
| 总资产 | $311.1M | $35.0B |
| 负债/权益比越低杠杆越低 | 0.40× | — |
8季度趋势，按日历期对齐
现金及短期投资LMNRMO
| Q4 25 | — | $4.5B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $3.6B |
总债务LMNRMO
| Q4 25 | $72.5M | $25.7B | ||
| Q3 25 | $63.4M | $25.7B | ||
| Q2 25 | $55.0M | $24.7B | ||
| Q1 25 | $58.0M | $26.1B | ||
| Q4 24 | $40.6M | $24.9B | ||
| Q3 24 | $40.6M | $25.2B | ||
| Q2 24 | $60.1M | $25.0B | ||
| Q1 24 | $52.1M | $25.0B |
股东权益LMNRMO
| Q4 25 | $180.0M | $-3.5B | ||
| Q3 25 | $180.3M | $-2.6B | ||
| Q2 25 | $182.7M | $-3.3B | ||
| Q1 25 | $186.5M | $-3.5B | ||
| Q4 24 | $191.7M | $-2.2B | ||
| Q3 24 | $194.9M | $-3.5B | ||
| Q2 24 | $189.0M | $-3.0B | ||
| Q1 24 | $184.2M | $-5.1B |
总资产LMNRMO
| Q4 25 | $311.1M | $35.0B | ||
| Q3 25 | $299.9M | $35.0B | ||
| Q2 25 | $296.6M | $32.3B | ||
| Q1 25 | $301.4M | $35.8B | ||
| Q4 24 | $298.8M | $35.2B | ||
| Q3 24 | $307.3M | $34.2B | ||
| Q2 24 | $322.2M | $34.4B | ||
| Q1 24 | $299.6M | $36.5B |
负债/权益比LMNRMO
| Q4 25 | 0.40× | — | ||
| Q3 25 | 0.35× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | 0.31× | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.21× | — | ||
| Q2 24 | 0.32× | — | ||
| Q1 24 | 0.28× | — |
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 | $942.0K | $3.3B |
| 自由现金流经营现金流 - 资本支出 | — | $3.2B |
| 自由现金流率自由现金流/营收 | — | 54.4% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | — | 2.93× |
| 过去12个月自由现金流最近4个季度 | — | $9.1B |
8季度趋势，按日历期对齐
经营现金流LMNRMO
| Q4 25 | $942.0K | $3.3B | ||
| Q3 25 | $-3.0M | $3.1B | ||
| Q2 25 | $8.9M | $205.0M | ||
| Q1 25 | $-12.9M | $2.7B | ||
| Q4 24 | $6.6M | $3.3B | ||
| Q3 24 | $24.6M | $2.6B | ||
| Q2 24 | $-3.0M | $-75.0M | ||
| Q1 24 | $-10.3M | $2.9B |
自由现金流LMNRMO
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $173.0M | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $-104.0M | ||
| Q1 24 | — | $2.8B |
自由现金流率LMNRMO
| Q4 25 | — | 54.4% | ||
| Q3 25 | — | 50.1% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 51.0% | ||
| Q4 24 | — | 55.1% | ||
| Q3 24 | — | 41.2% | ||
| Q2 24 | — | -1.7% | ||
| Q1 24 | — | 51.0% |
资本支出强度LMNRMO
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 0.8% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.5% | ||
| Q1 24 | — | 0.6% |
现金转化率LMNRMO
| Q4 25 | — | 2.93× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 2.53× | ||
| Q4 24 | — | 1.10× | ||
| Q3 24 | 3.73× | 1.14× | ||
| Q2 24 | -0.46× | -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
LMNR
| Lemon Packing | $33.9M | 82% |
| Other Agribusiness | $5.8M | 14% |
| Fresh Lemons | $1.3M | 3% |
MO
| Smokeable Products Segment | $5.1B | 88% |
| Oral Tobacco Segment | $706.0M | 12% |
