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Nomad Foods Ltd（NOMD）与Teledyne Technologies（TDY）财务数据对比。点击上方公司名可切换其他公司
Teledyne Technologies的季度营收约是Nomad Foods Ltd的1.9倍（$1.6B vs $834.9M），Teledyne Technologies同比增速更快（7.3% vs -2.6%），Teledyne Technologies自由现金流更多（$339.2M 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。
Teledyne Technologies是美国大型工业集团企业，1960年由亨利·辛格尔顿与乔治·科兹梅茨基共同创立，最初成立时名为Teledyne Inc.，发展至今在全球工业技术领域拥有较高的行业知名度与市场影响力。
NOMD vs TDY — 直观对比
营收规模更大
TDY
是对方的1.9倍
$834.9M
营收增速更快
TDY
高出9.9%
-2.6%
自由现金流更多
TDY
多$66.8M
$272.4M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $834.9M | $1.6B |
| 净利润 | — | $275.6M |
| 毛利率 | 25.6% | 42.9% |
| 营业利润率 | 9.1% | 20.4% |
| 净利率 | — | 17.1% |
| 营收同比 | -2.6% | 7.3% |
| 净利润同比 | — | 38.8% |
| 每股收益（稀释后） | — | $5.81 |
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NOMDTDY
| Q4 25 | $834.9M | $1.6B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $856.9M | $1.5B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
净利润NOMDTDY
| Q4 25 | — | $275.6M | ||
| Q3 25 | — | $220.7M | ||
| Q2 25 | — | $209.9M | ||
| Q1 25 | — | $188.6M | ||
| Q4 24 | $55.5M | $198.5M | ||
| Q3 24 | — | $262.0M | ||
| Q2 24 | — | $180.2M | ||
| Q1 24 | — | $178.5M |
毛利率NOMDTDY
| Q4 25 | 25.6% | 42.9% | ||
| Q3 25 | — | 42.8% | ||
| Q2 25 | — | 42.6% | ||
| Q1 25 | — | 42.7% | ||
| Q4 24 | 28.5% | 42.8% | ||
| Q3 24 | — | 42.9% | ||
| Q2 24 | — | 43.1% | ||
| Q1 24 | — | 43.0% |
营业利润率NOMDTDY
| Q4 25 | 9.1% | 20.4% | ||
| Q3 25 | — | 18.4% | ||
| Q2 25 | — | 18.4% | ||
| Q1 25 | — | 17.9% | ||
| Q4 24 | 11.5% | 15.8% | ||
| Q3 24 | — | 18.8% | ||
| Q2 24 | — | 18.0% | ||
| Q1 24 | — | 17.4% |
净利率NOMDTDY
| Q4 25 | — | 17.1% | ||
| Q3 25 | — | 14.3% | ||
| Q2 25 | — | 13.9% | ||
| Q1 25 | — | 13.0% | ||
| Q4 24 | 6.5% | 13.2% | ||
| Q3 24 | — | 18.2% | ||
| Q2 24 | — | 13.1% | ||
| Q1 24 | — | 13.2% |
每股收益（稀释后）NOMDTDY
| Q4 25 | — | $5.81 | ||
| Q3 25 | — | $4.65 | ||
| Q2 25 | — | $4.43 | ||
| Q1 25 | — | $3.99 | ||
| Q4 24 | — | $4.18 | ||
| Q3 24 | — | $5.54 | ||
| Q2 24 | — | $3.77 | ||
| Q1 24 | — | $3.72 |
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 | — | $352.4M |
| 总债务越低越好 | $2.5B | $2.5B |
| 股东权益账面价值 | $2.7B | $10.5B |
| 总资产 | $6.8B | $15.3B |
| 负债/权益比越低杠杆越低 | 0.92× | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资NOMDTDY
| Q4 25 | — | $352.4M | ||
| Q3 25 | — | $528.6M | ||
| Q2 25 | — | $310.9M | ||
| Q1 25 | — | $461.5M | ||
| Q4 24 | — | $649.8M | ||
| Q3 24 | — | $561.0M | ||
| Q2 24 | — | $443.2M | ||
| Q1 24 | — | $912.4M |
总债务NOMDTDY
| Q4 25 | $2.5B | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | $2.4B | $2.6B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $3.2B |
股东权益NOMDTDY
| Q4 25 | $2.7B | $10.5B | ||
| Q3 25 | — | $10.6B | ||
| Q2 25 | — | $10.4B | ||
| Q1 25 | — | $9.9B | ||
| Q4 24 | $2.9B | $9.5B | ||
| Q3 24 | — | $9.6B | ||
| Q2 24 | — | $9.3B | ||
| Q1 24 | — | $9.3B |
总资产NOMDTDY
| Q4 25 | $6.8B | $15.3B | ||
| Q3 25 | — | $15.4B | ||
| Q2 25 | — | $15.1B | ||
| Q1 25 | — | $15.0B | ||
| Q4 24 | $6.9B | $14.2B | ||
| Q3 24 | — | $14.5B | ||
| Q2 24 | — | $14.2B | ||
| Q1 24 | — | $14.6B |
负债/权益比NOMDTDY
| Q4 25 | 0.92× | 0.24× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | 0.82× | 0.28× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.30× | ||
| Q1 24 | — | 0.35× |
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 | $379.0M |
| 自由现金流经营现金流 - 资本支出 | $272.4M | $339.2M |
| 自由现金流率自由现金流/营收 | 32.6% | 21.0% |
| 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 | — | 1.38× |
| 过去12个月自由现金流最近4个季度 | $1.3B | $1.1B |
8季度趋势，按日历期对齐
经营现金流NOMDTDY
| Q4 25 | $357.2M | $379.0M | ||
| Q3 25 | — | $343.1M | ||
| Q2 25 | — | $226.6M | ||
| Q1 25 | — | $242.6M | ||
| Q4 24 | $470.2M | $332.4M | ||
| Q3 24 | — | $249.8M | ||
| Q2 24 | — | $318.7M | ||
| Q1 24 | — | $291.0M |
自由现金流NOMDTDY
| Q4 25 | $272.4M | $339.2M | ||
| Q3 25 | — | $313.9M | ||
| Q2 25 | — | $196.3M | ||
| Q1 25 | — | $224.6M | ||
| Q4 24 | $383.5M | $303.4M | ||
| Q3 24 | — | $228.7M | ||
| Q2 24 | — | $301.0M | ||
| Q1 24 | — | $275.1M |
自由现金流率NOMDTDY
| Q4 25 | 32.6% | 21.0% | ||
| Q3 25 | — | 20.4% | ||
| Q2 25 | — | 13.0% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | 44.8% | 20.2% | ||
| Q3 24 | — | 15.8% | ||
| Q2 24 | — | 21.9% | ||
| Q1 24 | — | 20.4% |
资本支出强度NOMDTDY
| Q4 25 | 10.2% | 2.5% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | 10.1% | 1.9% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.2% |
现金转化率NOMDTDY
| Q4 25 | — | 1.38× | ||
| Q3 25 | — | 1.55× | ||
| Q2 25 | — | 1.08× | ||
| Q1 25 | — | 1.29× | ||
| Q4 24 | 8.47× | 1.67× | ||
| Q3 24 | — | 0.95× | ||
| Q2 24 | — | 1.77× | ||
| Q1 24 | — | 1.63× |
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
TDY
| Commercial And Other | $681.5M | 42% |
| Aerospace And Defense Electronics | $275.9M | 17% |
| Marine Instrumentation | $177.1M | 11% |
| United States Government | $169.0M | 10% |
| Environmental Instrumentation | $120.7M | 7% |
| Engineered Systems | $103.3M | 6% |
| Test And Measurement Instrumentation | $84.8M | 5% |
