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Nomad Foods Ltd（NOMD）与全食超市（SMPL）财务数据对比。点击上方公司名可切换其他公司
Nomad Foods Ltd的季度营收约是全食超市的2.5倍（$834.9M vs $340.2M）。全食超市同比增速更快（-0.3% vs -2.6%）。Nomad Foods Ltd自由现金流更多（$272.4M vs $48.0M）
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。
全食超市是总部位于美国得克萨斯州奥斯汀的跨国连锁超市，现为亚马逊全资旗下品牌。门店主打无氢化脂肪、人工色素、人工香精、防腐剂的天然食品，是美国农业部认证的有机食品零售商，以丰富的有机商品选择深受消费者欢迎。
NOMD vs SMPL — 直观对比
营收规模更大
NOMD
是对方的2.5倍
$340.2M
营收增速更快
SMPL
高出2.2%
-2.6%
自由现金流更多
NOMD
多$224.4M
$48.0M
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $834.9M | $340.2M |
| 净利润 | — | $25.3M |
| 毛利率 | 25.6% | 32.3% |
| 营业利润率 | 9.1% | 11.0% |
| 净利率 | — | 7.4% |
| 营收同比 | -2.6% | -0.3% |
| 净利润同比 | — | -33.7% |
| 每股收益（稀释后） | — | $0.26 |
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NOMDSMPL
| Q4 25 | $834.9M | $340.2M | ||
| Q2 25 | — | $381.0M | ||
| Q4 24 | $856.9M | $341.3M | ||
| Q3 24 | — | $375.7M | ||
| Q2 24 | — | $334.8M | ||
| Q1 24 | — | $312.2M | ||
| Q4 23 | $821.7M | $308.7M | ||
| Q4 22 | $810.2M | — |
净利润NOMDSMPL
| Q4 25 | — | $25.3M | ||
| Q2 25 | — | $41.1M | ||
| Q4 24 | $55.5M | $38.1M | ||
| Q3 24 | — | $29.3M | ||
| Q2 24 | — | $41.3M | ||
| Q1 24 | — | $33.1M | ||
| Q4 23 | $26.7M | $35.6M | ||
| Q4 22 | $40.1M | — |
毛利率NOMDSMPL
| Q4 25 | 25.6% | 32.3% | ||
| Q2 25 | — | 36.4% | ||
| Q4 24 | 28.5% | 38.2% | ||
| Q3 24 | — | 38.8% | ||
| Q2 24 | — | 39.9% | ||
| Q1 24 | — | 37.4% | ||
| Q4 23 | 27.3% | 37.3% | ||
| Q4 22 | 25.7% | — |
营业利润率NOMDSMPL
| Q4 25 | 9.1% | 11.0% | ||
| Q2 25 | — | 15.6% | ||
| Q4 24 | 11.5% | 16.0% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 17.6% | ||
| Q1 24 | — | 15.4% | ||
| Q4 23 | 8.8% | 16.8% | ||
| Q4 22 | 8.7% | — |
净利率NOMDSMPL
| Q4 25 | — | 7.4% | ||
| Q2 25 | — | 10.8% | ||
| Q4 24 | 6.5% | 11.2% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 12.3% | ||
| Q1 24 | — | 10.6% | ||
| Q4 23 | 3.2% | 11.5% | ||
| Q4 22 | 4.9% | — |
每股收益（稀释后）NOMDSMPL
| Q4 25 | — | $0.26 | ||
| Q2 25 | — | $0.40 | ||
| Q4 24 | — | $0.38 | ||
| Q3 24 | — | $0.29 | ||
| Q2 24 | — | $0.41 | ||
| Q1 24 | — | $0.33 | ||
| Q4 23 | — | $0.35 | ||
| 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 | — | $194.1M |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $2.7B | $1.7B |
| 总资产 | $6.8B | $2.5B |
| 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NOMDSMPL
| Q4 25 | — | $194.1M | ||
| Q2 25 | — | $98.0M | ||
| Q4 24 | — | $121.8M | ||
| Q3 24 | — | $132.5M | ||
| Q2 24 | — | $208.7M | ||
| Q1 24 | — | $135.9M | ||
| Q4 23 | — | $121.4M | ||
| Q4 22 | $399.0M | — |
总债务NOMDSMPL
| Q4 25 | $2.5B | — | ||
| Q2 25 | — | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | — | $397.5M | ||
| Q2 24 | — | $237.7M | ||
| Q1 24 | — | $237.7M | ||
| Q4 23 | $2.3B | $272.1M | ||
| Q4 22 | $2.3B | — |
股东权益NOMDSMPL
| Q4 25 | $2.7B | $1.7B | ||
| Q2 25 | — | $1.8B | ||
| Q4 24 | $2.9B | $1.8B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.6B | ||
| Q4 23 | $2.8B | $1.6B | ||
| Q4 22 | $2.8B | — |
总资产NOMDSMPL
| Q4 25 | $6.8B | $2.5B | ||
| Q2 25 | — | $2.4B | ||
| Q4 24 | $6.9B | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.2B | ||
| Q1 24 | — | $2.1B | ||
| Q4 23 | $6.9B | $2.1B | ||
| Q4 22 | $6.8B | — |
负债/权益比NOMDSMPL
| Q4 25 | 0.92× | — | ||
| Q2 25 | — | — | ||
| Q4 24 | 0.82× | — | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× | ||
| Q4 23 | 0.82× | 0.17× | ||
| 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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $272.4M | $48.0M |
| 自由现金流率自由现金流/营收 | 32.6% | 14.1% |
| 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 | — | 1.98× |
| 过去12个月自由现金流最近4个季度 | $1.3B | — |
8季度趋势，按日历期对齐
经营现金流NOMDSMPL
| Q4 25 | $357.2M | $50.1M | ||
| Q2 25 | — | — | ||
| Q4 24 | $470.2M | $32.0M | ||
| Q3 24 | — | $48.9M | ||
| Q2 24 | — | $72.8M | ||
| Q1 24 | — | $46.5M | ||
| Q4 23 | $465.3M | $47.5M | ||
| Q4 22 | $328.1M | — |
自由现金流NOMDSMPL
| Q4 25 | $272.4M | $48.0M | ||
| Q2 25 | — | — | ||
| Q4 24 | $383.5M | $31.7M | ||
| Q3 24 | — | $45.0M | ||
| Q2 24 | — | $72.0M | ||
| Q1 24 | — | $46.1M | ||
| Q4 23 | $376.3M | $46.8M | ||
| Q4 22 | $242.7M | — |
自由现金流率NOMDSMPL
| Q4 25 | 32.6% | 14.1% | ||
| Q2 25 | — | — | ||
| Q4 24 | 44.8% | 9.3% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 21.5% | ||
| Q1 24 | — | 14.8% | ||
| Q4 23 | 45.8% | 15.2% | ||
| Q4 22 | 30.0% | — |
资本支出强度NOMDSMPL
| Q4 25 | 10.2% | 0.6% | ||
| Q2 25 | — | — | ||
| Q4 24 | 10.1% | 0.1% | ||
| Q3 24 | — | 1.0% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.1% | ||
| Q4 23 | 10.8% | 0.2% | ||
| Q4 22 | 10.5% | — |
现金转化率NOMDSMPL
| Q4 25 | — | 1.98× | ||
| Q2 25 | — | — | ||
| Q4 24 | 8.47× | 0.84× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.76× | ||
| Q1 24 | — | 1.40× | ||
| Q4 23 | 17.44× | 1.34× | ||
| 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
业务分部营收拆解
NOMD
暂无分部数据
SMPL
| Quest | $211.4M | 62% |
| Atkins Domain | $79.7M | 23% |
| OWYN | $28.1M | 8% |
| Other | $20.9M | 6% |
