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Nomad Foods Ltd（NOMD）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是Nomad Foods Ltd的1.5倍（$1.2B vs $834.9M），Nomad Foods Ltd同比增速更快（-2.6% vs -18.3%），ROKU, INC自由现金流更多（$298.4M 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
NOMD vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.5倍
$834.9M
营收增速更快
NOMD
高出15.7%
-18.3%
自由现金流更多
ROKU
多$26.0M
$272.4M
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $834.9M | $1.2B |
| 净利润 | — | $-27.4M |
| 毛利率 | 25.6% | 35.6% |
| 营业利润率 | 9.1% | 59.7% |
| 净利率 | — | -2.2% |
| 营收同比 | -2.6% | -18.3% |
| 净利润同比 | — | -361.0% |
| 每股收益（稀释后） | — | $0.57 |
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NOMDROKU
| Q1 26 | — | $1.2B | ||
| Q4 25 | $834.9M | $1.4B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | $856.9M | $1.2B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $968.2M |
净利润NOMDROKU
| Q1 26 | — | $-27.4M | ||
| Q4 25 | — | $80.5M | ||
| Q3 25 | — | $24.8M | ||
| Q2 25 | — | $10.5M | ||
| Q1 25 | — | $-27.4M | ||
| Q4 24 | $55.5M | $-35.5M | ||
| Q3 24 | — | $-9.0M | ||
| Q2 24 | — | $-34.0M |
毛利率NOMDROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | 25.6% | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | 28.5% | 42.7% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.9% |
营业利润率NOMDROKU
| Q1 26 | — | 59.7% | ||
| Q4 25 | 9.1% | 4.7% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | -2.1% | ||
| Q1 25 | — | -5.7% | ||
| Q4 24 | 11.5% | -3.3% | ||
| Q3 24 | — | -3.4% | ||
| Q2 24 | — | -7.4% |
净利率NOMDROKU
| Q1 26 | — | -2.2% | ||
| Q4 25 | — | 5.8% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | -2.7% | ||
| Q4 24 | 6.5% | -3.0% | ||
| Q3 24 | — | -0.9% | ||
| Q2 24 | — | -3.5% |
每股收益（稀释后）NOMDROKU
| Q1 26 | — | $0.57 | ||
| Q4 25 | — | $0.55 | ||
| Q3 25 | — | $0.16 | ||
| Q2 25 | — | $0.07 | ||
| Q1 25 | — | $-0.19 | ||
| Q4 24 | — | $-0.24 | ||
| Q3 24 | — | $-0.06 | ||
| Q2 24 | — | $-0.24 |
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 | — | $2.4B |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $2.7B | $2.7B |
| 总资产 | $6.8B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.92× | — |
8季度趋势，按日历期对齐
现金及短期投资NOMDROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.1B |
总债务NOMDROKU
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益NOMDROKU
| Q1 26 | — | $2.7B | ||
| Q4 25 | $2.7B | $2.7B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | $2.9B | $2.5B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.4B |
总资产NOMDROKU
| Q1 26 | — | $4.4B | ||
| Q4 25 | $6.8B | $4.4B | ||
| Q3 25 | — | $4.4B | ||
| Q2 25 | — | $4.3B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | $6.9B | $4.3B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.1B |
负债/权益比NOMDROKU
| Q1 26 | — | — | ||
| Q4 25 | 0.92× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.82× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $199.1M |
| 自由现金流经营现金流 - 资本支出 | $272.4M | $298.4M |
| 自由现金流率自由现金流/营收 | 32.6% | 23.9% |
| 资本支出强度资本支出/营收 | 10.2% | — |
| 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 | $640.0M |
8季度趋势，按日历期对齐
经营现金流NOMDROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $357.2M | $107.7M | ||
| Q3 25 | — | $127.6M | ||
| Q2 25 | — | $109.7M | ||
| Q1 25 | — | $138.7M | ||
| Q4 24 | $470.2M | $79.3M | ||
| Q3 24 | — | $68.7M | ||
| Q2 24 | — | $23.4M |
自由现金流NOMDROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | $272.4M | $106.6M | ||
| Q3 25 | — | $126.5M | ||
| Q2 25 | — | $108.6M | ||
| Q1 25 | — | $136.8M | ||
| Q4 24 | $383.5M | $76.8M | ||
| Q3 24 | — | $67.6M | ||
| Q2 24 | — | $22.5M |
自由现金流率NOMDROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | 32.6% | 7.6% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | 44.8% | 6.4% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 2.3% |
资本支出强度NOMDROKU
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 10.1% | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% |
现金转化率NOMDROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 5.14× | ||
| Q2 25 | — | 10.45× | ||
| Q1 25 | — | — | ||
| Q4 24 | 8.47× | — | ||
| Q3 24 | — | — | ||
| Q2 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
NOMD
暂无分部数据
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
