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Limoneira CO（LMNR）与Village Farms International, Inc.（VFF）财务数据对比。点击上方公司名可切换其他公司
Limoneira CO的季度营收约是Village Farms International, Inc.的3.4倍（$41.3M vs $12.2M）。Village Farms International, Inc.净利率更高（19.9% vs -21.0%，领先40.9%）。Village Farms International, Inc.同比增速更快（31.5% vs -2.8%）。过去两年Limoneira CO的营收复合增速更高（3.8% vs -60.4%）
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。
格拉夫顿乡村奶酪公司是一家位于美国佛蒙特州格拉夫顿镇的奶酪生产商，主要生产手工熟成切达奶酪，产品以传统工艺打造，风味醇厚浓郁，在北美手工奶酪市场拥有良好的消费者口碑。
LMNR vs VFF — 直观对比
营收规模更大
LMNR
是对方的3.4倍
$12.2M
营收增速更快
VFF
高出34.3%
-2.8%
净利率更高
VFF
高出40.9%
-21.0%
两年增速更快
LMNR
近两年复合增速
-60.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $41.3M | $12.2M |
| 净利润 | $-8.7M | $2.4M |
| 毛利率 | -15.1% | — |
| 营业利润率 | -26.8% | — |
| 净利率 | -21.0% | 19.9% |
| 营收同比 | -2.8% | 31.5% |
| 净利润同比 | -367.5% | 128.2% |
| 每股收益（稀释后） | $-0.49 | $0.01 |
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LMNRVFF
| Q4 25 | $41.3M | $12.2M | ||
| Q3 25 | $45.9M | $66.7M | ||
| Q2 25 | $33.6M | $59.9M | ||
| Q1 25 | $32.9M | $77.1M | ||
| Q4 24 | $42.5M | $9.3M | ||
| Q3 24 | $61.8M | $54.9M | ||
| Q2 24 | $43.3M | $53.6M | ||
| Q1 24 | $38.3M | $78.1M |
净利润LMNRVFF
| Q4 25 | $-8.7M | $2.4M | ||
| Q3 25 | $-855.0K | $10.2M | ||
| Q2 25 | $-3.4M | $26.5M | ||
| Q1 25 | $-3.1M | $-6.7M | ||
| Q4 24 | $-1.9M | $-8.6M | ||
| Q3 24 | $6.6M | $-820.0K | ||
| Q2 24 | $6.6M | $-23.5M | ||
| Q1 24 | $-3.6M | $-2.9M |
毛利率LMNRVFF
| Q4 25 | -15.1% | — | ||
| Q3 25 | 8.5% | 47.9% | ||
| Q2 25 | 5.6% | 37.3% | ||
| Q1 25 | -2.0% | 14.7% | ||
| Q4 24 | 6.3% | 32.4% | ||
| Q3 24 | 26.5% | 24.8% | ||
| Q2 24 | 6.5% | 25.4% | ||
| Q1 24 | -2.0% | 19.9% |
营业利润率LMNRVFF
| Q4 25 | -26.8% | — | ||
| Q3 25 | -1.4% | 23.3% | ||
| Q2 25 | -10.0% | 20.8% | ||
| Q1 25 | -16.3% | -8.0% | ||
| Q4 24 | -6.5% | -118.3% | ||
| Q3 24 | 14.5% | 3.8% | ||
| Q2 24 | -10.8% | -43.5% | ||
| Q1 24 | -20.2% | -3.0% |
净利率LMNRVFF
| Q4 25 | -21.0% | 19.9% | ||
| Q3 25 | -1.9% | 15.3% | ||
| Q2 25 | -10.0% | 44.2% | ||
| Q1 25 | -9.4% | -8.7% | ||
| Q4 24 | -4.4% | -92.8% | ||
| Q3 24 | 10.7% | -1.5% | ||
| Q2 24 | 15.2% | -43.9% | ||
| Q1 24 | -9.4% | -3.7% |
每股收益（稀释后）LMNRVFF
| Q4 25 | $-0.49 | $0.01 | ||
| Q3 25 | $-0.06 | $0.08 | ||
| Q2 25 | $-0.20 | $0.24 | ||
| Q1 25 | $-0.18 | $-0.06 | ||
| Q4 24 | $-0.09 | $-0.07 | ||
| Q3 24 | $0.35 | $-0.01 | ||
| Q2 24 | $0.35 | $-0.21 | ||
| Q1 24 | $-0.21 | $-0.03 |
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 | — | $81.2M |
| 总债务越低越好 | $72.5M | $33.7M |
| 股东权益账面价值 | $180.0M | $299.9M |
| 总资产 | $311.1M | $423.1M |
| 负债/权益比越低杠杆越低 | 0.40× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资LMNRVFF
| Q4 25 | — | $81.2M | ||
| Q3 25 | — | $82.6M | ||
| Q2 25 | — | $60.0M | ||
| Q1 25 | — | $15.1M | ||
| Q4 24 | — | $24.6M | ||
| Q3 24 | — | $28.7M | ||
| Q2 24 | — | $29.7M | ||
| Q1 24 | — | $26.7M |
总债务LMNRVFF
| Q4 25 | $72.5M | $33.7M | ||
| Q3 25 | $63.4M | $34.6M | ||
| Q2 25 | $55.0M | $39.1M | ||
| Q1 25 | $58.0M | $39.2M | ||
| Q4 24 | $40.6M | $40.6M | ||
| Q3 24 | $40.6M | $43.3M | ||
| Q2 24 | $60.1M | $44.4M | ||
| Q1 24 | $52.1M | $46.1M |
股东权益LMNRVFF
| Q4 25 | $180.0M | $299.9M | ||
| Q3 25 | $180.3M | $295.4M | ||
| Q2 25 | $182.7M | $284.3M | ||
| Q1 25 | $186.5M | $248.3M | ||
| Q4 24 | $191.7M | $254.0M | ||
| Q3 24 | $194.9M | $274.4M | ||
| Q2 24 | $189.0M | $275.2M | ||
| Q1 24 | $184.2M | $296.2M |
总资产LMNRVFF
| Q4 25 | $311.1M | $423.1M | ||
| Q3 25 | $299.9M | $418.4M | ||
| Q2 25 | $296.6M | $403.7M | ||
| Q1 25 | $301.4M | $377.1M | ||
| Q4 24 | $298.8M | $389.3M | ||
| Q3 24 | $307.3M | $417.8M | ||
| Q2 24 | $322.2M | $425.4M | ||
| Q1 24 | $299.6M | $458.4M |
负债/权益比LMNRVFF
| Q4 25 | 0.40× | 0.11× | ||
| Q3 25 | 0.35× | 0.12× | ||
| Q2 25 | 0.30× | 0.14× | ||
| Q1 25 | 0.31× | 0.16× | ||
| Q4 24 | 0.21× | 0.16× | ||
| Q3 24 | 0.21× | 0.16× | ||
| Q2 24 | 0.32× | 0.16× | ||
| Q1 24 | 0.28× | 0.16× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 90.8% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流LMNRVFF
| Q4 25 | $942.0K | — | ||
| Q3 25 | $-3.0M | $24.4M | ||
| Q2 25 | $8.9M | — | ||
| Q1 25 | $-12.9M | $-6.4M | ||
| Q4 24 | $6.6M | $412.0K | ||
| Q3 24 | $24.6M | $4.3M | ||
| Q2 24 | $-3.0M | $5.7M | ||
| Q1 24 | $-10.3M | $-50.0K |
自由现金流LMNRVFF
| Q4 25 | — | — | ||
| Q3 25 | — | $22.6M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $-8.9M | ||
| Q4 24 | — | $-1.2M | ||
| Q3 24 | — | $1.5M | ||
| Q2 24 | — | $4.8M | ||
| Q1 24 | — | $-1.9M |
自由现金流率LMNRVFF
| Q4 25 | — | — | ||
| Q3 25 | — | 33.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -11.6% | ||
| Q4 24 | — | -13.2% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 9.0% | ||
| Q1 24 | — | -2.5% |
资本支出强度LMNRVFF
| Q4 25 | — | 90.8% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 4.6% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 17.7% | ||
| Q3 24 | — | 5.1% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 2.4% |
现金转化率LMNRVFF
| Q4 25 | — | — | ||
| Q3 25 | — | 2.39× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.73× | — | ||
| Q2 24 | -0.46× | — | ||
| Q1 24 | — | — |
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% |
VFF
| International Sales | $8.7M | 71% |
| Cannabis United States Segment | $3.4M | 27% |
