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Nomad Foods Ltd（NOMD）与Oatly Group AB（OTLY）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Oatly Group AB的1.8倍（$834.9M vs $456.6M）。Oatly Group AB同比增速更快（8.1% vs -2.6%）。Nomad Foods Ltd自由现金流更多（$272.4M vs $-11.3M）
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。
Oatly Group AB是源自瑞典的食品企业，90年代依托隆德大学的研究成果创立，总部设于马尔默，在兰斯克鲁纳拥有研发与生产中心。该公司主打燕麦基乳制品替代产品，其中燕麦乳最为知名，目前在美国证券市场公开上市。
NOMD vs OTLY — 直观对比
营收规模更大
NOMD
是对方的1.8倍
$456.6M
营收增速更快
OTLY
高出10.7%
-2.6%
自由现金流更多
NOMD
多$283.7M
$-11.3M
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $834.9M | $456.6M |
| 净利润 | — | $-84.6M |
| 毛利率 | 25.6% | 32.2% |
| 营业利润率 | 9.1% | -5.9% |
| 净利率 | — | -18.5% |
| 营收同比 | -2.6% | 8.1% |
| 净利润同比 | — | 32.8% |
| 每股收益（稀释后） | — | $-0.14 |
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NOMDOTLY
| Q4 25 | $834.9M | $456.6M | ||
| Q2 25 | — | $208.4M | ||
| Q4 24 | $856.9M | $422.3M | ||
| Q2 24 | — | $202.2M | ||
| Q4 23 | $821.7M | — | ||
| Q4 22 | $810.2M | — |
净利润NOMDOTLY
| Q4 25 | — | $-84.6M | ||
| Q2 25 | — | $-55.9M | ||
| Q4 24 | $55.5M | $-126.0M | ||
| Q2 24 | — | $-30.4M | ||
| Q4 23 | $26.7M | — | ||
| Q4 22 | $40.1M | — |
毛利率NOMDOTLY
| Q4 25 | 25.6% | 32.2% | ||
| Q2 25 | — | 32.5% | ||
| Q4 24 | 28.5% | 29.3% | ||
| Q2 24 | — | 29.2% | ||
| Q4 23 | 27.3% | — | ||
| Q4 22 | 25.7% | — |
营业利润率NOMDOTLY
| Q4 25 | 9.1% | -5.9% | ||
| Q2 25 | — | -10.6% | ||
| Q4 24 | 11.5% | -28.1% | ||
| Q2 24 | — | -19.3% | ||
| Q4 23 | 8.8% | — | ||
| Q4 22 | 8.7% | — |
净利率NOMDOTLY
| Q4 25 | — | -18.5% | ||
| Q2 25 | — | -26.9% | ||
| Q4 24 | 6.5% | -29.8% | ||
| Q2 24 | — | -15.1% | ||
| Q4 23 | 3.2% | — | ||
| Q4 22 | 4.9% | — |
每股收益（稀释后）NOMDOTLY
| Q4 25 | — | $-0.14 | ||
| Q2 25 | — | $-0.09 | ||
| Q4 24 | — | $-0.21 | ||
| Q2 24 | — | $-0.05 | ||
| Q4 23 | — | — | ||
| Q4 22 | — | — |
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 | — | $64.3M |
| 总债务越低越好 | $2.5B | $523.0M |
| 股东权益账面价值 | $2.7B | $19.7M |
| 总资产 | $6.8B | $787.2M |
| 负债/权益比越低杠杆越低 | 0.92× | 26.59× |
8季度趋势，按日历期对齐
现金及短期投资NOMDOTLY
| Q4 25 | — | $64.3M | ||
| Q2 25 | — | $67.9M | ||
| Q4 24 | — | $98.9M | ||
| Q2 24 | — | $142.7M | ||
| Q4 23 | — | — | ||
| Q4 22 | $399.0M | — |
总债务NOMDOTLY
| Q4 25 | $2.5B | $523.0M | ||
| Q2 25 | — | $120.6M | ||
| Q4 24 | $2.4B | $446.4M | ||
| Q2 24 | — | — | ||
| Q4 23 | $2.3B | — | ||
| Q4 22 | $2.3B | — |
股东权益NOMDOTLY
| Q4 25 | $2.7B | $19.7M | ||
| Q2 25 | — | $96.7M | ||
| Q4 24 | $2.9B | $106.1M | ||
| Q2 24 | — | $245.8M | ||
| Q4 23 | $2.8B | — | ||
| Q4 22 | $2.8B | — |
总资产NOMDOTLY
| Q4 25 | $6.8B | $787.2M | ||
| Q2 25 | — | $803.1M | ||
| Q4 24 | $6.9B | $804.0M | ||
| Q2 24 | — | — | ||
| Q4 23 | $6.9B | — | ||
| Q4 22 | $6.8B | — |
负债/权益比NOMDOTLY
| Q4 25 | 0.92× | 26.59× | ||
| Q2 25 | — | 1.25× | ||
| Q4 24 | 0.82× | 4.21× | ||
| Q2 24 | — | — | ||
| Q4 23 | 0.82× | — | ||
| Q4 22 | 0.83× | — |
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 | $-8.7M |
| 自由现金流经营现金流 - 资本支出 | $272.4M | $-11.3M |
| 自由现金流率自由现金流/营收 | 32.6% | -2.5% |
| 资本支出强度资本支出/营收 | 10.2% | 0.6% |
| 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 | $1.3B | $-189.7M |
8季度趋势，按日历期对齐
经营现金流NOMDOTLY
| Q4 25 | $357.2M | $-8.7M | ||
| Q2 25 | — | $-15.0M | ||
| Q4 24 | $470.2M | $-28.4M | ||
| Q2 24 | — | $-86.0M | ||
| Q4 23 | $465.3M | — | ||
| Q4 22 | $328.1M | — |
自由现金流NOMDOTLY
| Q4 25 | $272.4M | $-11.3M | ||
| Q2 25 | — | $-24.8M | ||
| Q4 24 | $383.5M | $-47.9M | ||
| Q2 24 | — | $-105.7M | ||
| Q4 23 | $376.3M | — | ||
| Q4 22 | $242.7M | — |
自由现金流率NOMDOTLY
| Q4 25 | 32.6% | -2.5% | ||
| Q2 25 | — | -11.9% | ||
| Q4 24 | 44.8% | -11.3% | ||
| Q2 24 | — | -52.3% | ||
| Q4 23 | 45.8% | — | ||
| Q4 22 | 30.0% | — |
资本支出强度NOMDOTLY
| Q4 25 | 10.2% | 0.6% | ||
| Q2 25 | — | 4.7% | ||
| Q4 24 | 10.1% | 4.6% | ||
| Q2 24 | — | 9.7% | ||
| Q4 23 | 10.8% | — | ||
| Q4 22 | 10.5% | — |
现金转化率NOMDOTLY
| Q4 25 | — | — | ||
| Q2 25 | — | — | ||
| Q4 24 | 8.47× | — | ||
| Q2 24 | — | — | ||
| Q4 23 | 17.44× | — | ||
| Q4 22 | 8.19× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
