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Nomad Foods Ltd（NOMD）与百济神州（ONC）财务数据对比。点击上方公司名可切换其他公司
百济神州的季度营收约是Nomad Foods Ltd的1.8倍（$1.5B vs $834.9M），百济神州同比增速更快（32.8% vs -2.6%），百济神州自由现金流更多（$379.8M vs $272.4M）
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。
BeOne Medicines（原百济神州）是一家跨国肿瘤领域制药企业，专注于癌症治疗创新药物的研发与商业化，致力于为全球癌症患者提供更有效、可及性更高的治疗方案，改善患者的生存质量与预后。
NOMD vs ONC — 直观对比
营收规模更大
ONC
是对方的1.8倍
$834.9M
营收增速更快
ONC
高出35.4%
-2.6%
自由现金流更多
ONC
多$107.4M
$272.4M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $834.9M | $1.5B |
| 净利润 | — | $66.5M |
| 毛利率 | 25.6% | 90.5% |
| 营业利润率 | 9.1% | 12.4% |
| 净利率 | — | 4.4% |
| 营收同比 | -2.6% | 32.8% |
| 净利润同比 | — | 143.8% |
| 每股收益（稀释后） | — | $0.05 |
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NOMDONC
| Q4 25 | $834.9M | $1.5B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $856.9M | $1.1B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $929.2M | ||
| Q1 24 | — | $751.7M |
净利润NOMDONC
| Q4 25 | — | $66.5M | ||
| Q3 25 | — | $124.8M | ||
| Q2 25 | — | $94.3M | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | $55.5M | $-151.9M | ||
| Q3 24 | — | $-121.3M | ||
| Q2 24 | — | $-120.4M | ||
| Q1 24 | — | $-251.2M |
毛利率NOMDONC
| Q4 25 | 25.6% | 90.5% | ||
| Q3 25 | — | 86.1% | ||
| Q2 25 | — | 87.5% | ||
| Q1 25 | — | 85.2% | ||
| Q4 24 | 28.5% | 85.8% | ||
| Q3 24 | — | 83.0% | ||
| Q2 24 | — | 85.1% | ||
| Q1 24 | — | 83.4% |
营业利润率NOMDONC
| Q4 25 | 9.1% | 12.4% | ||
| Q3 25 | — | 11.5% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | 11.5% | -7.0% | ||
| Q3 24 | — | -12.0% | ||
| Q2 24 | — | -11.5% | ||
| Q1 24 | — | -34.8% |
净利率NOMDONC
| Q4 25 | — | 4.4% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | — | 7.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | 6.5% | -13.5% | ||
| Q3 24 | — | -12.1% | ||
| Q2 24 | — | -13.0% | ||
| Q1 24 | — | -33.4% |
每股收益（稀释后）NOMDONC
| Q4 25 | — | $0.05 | ||
| Q3 25 | — | $0.08 | ||
| Q2 25 | — | $0.06 | ||
| Q1 25 | — | $0.00 | ||
| Q4 24 | — | $-0.10 | ||
| Q3 24 | — | $-0.09 | ||
| Q2 24 | — | $-0.09 | ||
| Q1 24 | — | $-0.19 |
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 | $2.5B | $836.4M |
| 股东权益账面价值 | $2.7B | $4.4B |
| 总资产 | $6.8B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.92× | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资NOMDONC
| Q4 25 | — | $4.5B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.6B | ||
| Q1 24 | — | $2.8B |
总债务NOMDONC
| Q4 25 | $2.5B | $836.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益NOMDONC
| Q4 25 | $2.7B | $4.4B | ||
| Q3 25 | — | $4.1B | ||
| Q2 25 | — | $3.8B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $2.9B | $3.3B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.4B |
总资产NOMDONC
| Q4 25 | $6.8B | $8.2B | ||
| Q3 25 | — | $7.6B | ||
| Q2 25 | — | $6.3B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | $6.9B | $5.9B | ||
| Q3 24 | — | $5.8B | ||
| Q2 24 | — | $5.7B | ||
| Q1 24 | — | $5.7B |
负债/权益比NOMDONC
| Q4 25 | 0.92× | 0.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.82× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $357.2M | $417.3M |
| 自由现金流经营现金流 - 资本支出 | $272.4M | $379.8M |
| 自由现金流率自由现金流/营收 | 32.6% | 25.4% |
| 资本支出强度资本支出/营收 | 10.2% | 2.5% |
| 现金转化率经营现金流/净利润 | — | 6.28× |
| 过去12个月自由现金流最近4个季度 | $1.3B | $941.7M |
8季度趋势，按日历期对齐
经营现金流NOMDONC
| Q4 25 | $357.2M | $417.3M | ||
| Q3 25 | — | $402.6M | ||
| Q2 25 | — | $263.6M | ||
| Q1 25 | — | $44.1M | ||
| Q4 24 | $470.2M | $75.2M | ||
| Q3 24 | — | $188.4M | ||
| Q2 24 | — | $-95.6M | ||
| Q1 24 | — | $-308.6M |
自由现金流NOMDONC
| Q4 25 | $272.4M | $379.8M | ||
| Q3 25 | — | $354.5M | ||
| Q2 25 | — | $219.8M | ||
| Q1 25 | — | $-12.3M | ||
| Q4 24 | $383.5M | $-17.3M | ||
| Q3 24 | — | $54.7M | ||
| Q2 24 | — | $-205.5M | ||
| Q1 24 | — | $-465.1M |
自由现金流率NOMDONC
| Q4 25 | 32.6% | 25.4% | ||
| Q3 25 | — | 25.1% | ||
| Q2 25 | — | 16.7% | ||
| Q1 25 | — | -1.1% | ||
| Q4 24 | 44.8% | -1.5% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | -22.1% | ||
| Q1 24 | — | -61.9% |
资本支出强度NOMDONC
| Q4 25 | 10.2% | 2.5% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | 10.1% | 8.2% | ||
| Q3 24 | — | 13.3% | ||
| Q2 24 | — | 11.8% | ||
| Q1 24 | — | 20.8% |
现金转化率NOMDONC
| Q4 25 | — | 6.28× | ||
| Q3 25 | — | 3.22× | ||
| Q2 25 | — | 2.79× | ||
| Q1 25 | — | 34.71× | ||
| Q4 24 | 8.47× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
