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PILGRIMS PRIDE CORP(PPC)とVertiv Holdings Co(VRT)の財務データ比較。上の社名をクリックして会社を切り替えられます
PILGRIMS PRIDE CORPの直近四半期売上が大きい($4.5B vs $2.6B、Vertiv Holdings Coの約1.7倍)。Vertiv Holdings Coの純利益率が高く(14.7% vs 1.9%、差は12.8%)。Vertiv Holdings Coの前年同期比売上増加率が高い(30.1% vs 3.3%)。Vertiv Holdings Coの直近四半期フリーキャッシュフローが多い($652.8M vs $10.0M)。過去8四半期でVertiv Holdings Coの売上複合成長率が高い(16.5% vs 1.8%)
ピルグリムズ・プライド社は米国の多国籍食品企業で、米国及びプエルトリコ最大級の鶏肉生産者であり、メキシコで第2位の鶏肉生産規模を誇る。2009年12月に破産手続きを完了し、2011年に米国本社をコロラド州グリーリーに移転、JBS S.A.が過半数の株式を保有している。2016年11月末に3億5000万ドルでGold'n Plumpを買収した。
Vertiv Holdings Coはアメリカ発祥の多国籍企業で、データセンター、通信ネットワーク、商業施設及び産業現場向けに重要なインフラストラクチャーと関連サービスを提供し、顧客の重要業務の安定的な運用を支援している。
PPC vs VRT — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $4.5B | $2.6B |
| 純利益 | $88.0M | $390.1M |
| 粗利率 | 9.5% | 37.7% |
| 営業利益率 | 4.5% | — |
| 純利益率 | 1.9% | 14.7% |
| 売上前年比 | 3.3% | 30.1% |
| 純利益前年比 | -62.7% | 137.1% |
| EPS(希薄化後) | $0.37 | $0.99 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | — | $2.6B | ||
| Q4 25 | $4.5B | $2.9B | ||
| Q3 25 | $4.8B | $2.7B | ||
| Q2 25 | $4.8B | $2.6B | ||
| Q1 25 | $4.5B | $2.0B | ||
| Q4 24 | $4.4B | $2.3B | ||
| Q3 24 | $4.6B | $2.1B | ||
| Q2 24 | $4.6B | $2.0B |
| Q1 26 | — | $390.1M | ||
| Q4 25 | $88.0M | $445.6M | ||
| Q3 25 | $342.8M | $398.5M | ||
| Q2 25 | $355.5M | $324.2M | ||
| Q1 25 | $296.0M | $164.5M | ||
| Q4 24 | $235.9M | $147.0M | ||
| Q3 24 | $349.9M | $176.6M | ||
| Q2 24 | $326.3M | $178.1M |
| Q1 26 | — | 37.7% | ||
| Q4 25 | 9.5% | 38.9% | ||
| Q3 25 | 13.9% | 37.8% | ||
| Q2 25 | 15.0% | 34.0% | ||
| Q1 25 | 12.4% | 33.7% | ||
| Q4 24 | 12.7% | 37.1% | ||
| Q3 24 | 14.9% | 36.5% | ||
| Q2 24 | 15.2% | 38.0% |
| Q1 26 | — | — | ||
| Q4 25 | 4.5% | 20.1% | ||
| Q3 25 | 10.4% | 19.3% | ||
| Q2 25 | 10.8% | 16.8% | ||
| Q1 25 | 9.1% | 14.3% | ||
| Q4 24 | 7.0% | 19.5% | ||
| Q3 24 | 11.1% | 17.9% | ||
| Q2 24 | 9.7% | 17.2% |
| Q1 26 | — | 14.7% | ||
| Q4 25 | 1.9% | 15.5% | ||
| Q3 25 | 7.2% | 14.9% | ||
| Q2 25 | 7.5% | 12.3% | ||
| Q1 25 | 6.6% | 8.1% | ||
| Q4 24 | 5.4% | 6.3% | ||
| Q3 24 | 7.6% | 8.5% | ||
| Q2 24 | 7.2% | 9.1% |
| Q1 26 | — | $0.99 | ||
| Q4 25 | $0.37 | $1.14 | ||
| Q3 25 | $1.44 | $1.02 | ||
| Q2 25 | $1.49 | $0.83 | ||
| Q1 25 | $1.24 | $0.42 | ||
| Q4 24 | $1.00 | $0.38 | ||
| Q3 24 | $1.47 | $0.46 | ||
| Q2 24 | $1.37 | $0.46 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | ||
|---|---|---|
| 現金・短期投資手元流動性 | $640.2M | $2.5B |
| 総負債低いほど良い | $3.1B | $0 |
| 株主資本純資産 | $3.7B | $4.2B |
| 総資産 | $10.3B | $13.4B |
| 負債/資本比率低いほどレバレッジが低い | 0.84× | 0.00× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $2.5B | ||
| Q4 25 | $640.2M | $1.7B | ||
| Q3 25 | $612.6M | $1.4B | ||
| Q2 25 | $849.0M | $1.6B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $1.9B | $908.7M | ||
| Q2 24 | $1.3B | $579.7M |
| Q1 26 | — | $0 | ||
| Q4 25 | $3.1B | $2.9B | ||
| Q3 25 | $3.1B | $2.9B | ||
| Q2 25 | $3.1B | $2.9B | ||
| Q1 25 | $3.2B | $2.9B | ||
| Q4 24 | $3.2B | $2.9B | ||
| Q3 24 | $3.2B | $2.9B | ||
| Q2 24 | $3.2B | $2.9B |
| Q1 26 | — | $4.2B | ||
| Q4 25 | $3.7B | $3.9B | ||
| Q3 25 | $3.5B | $3.5B | ||
| Q2 25 | $3.7B | $3.1B | ||
| Q1 25 | $3.1B | $2.7B | ||
| Q4 24 | $4.2B | $2.4B | ||
| Q3 24 | $4.2B | $1.8B | ||
| Q2 24 | $3.7B | $1.5B |
| Q1 26 | — | $13.4B | ||
| Q4 25 | $10.3B | $12.2B | ||
| Q3 25 | $10.0B | $10.8B | ||
| Q2 25 | $10.1B | $10.4B | ||
| Q1 25 | $11.0B | $9.5B | ||
| Q4 24 | $10.7B | $9.1B | ||
| Q3 24 | $10.7B | $8.9B | ||
| Q2 24 | $10.1B | $8.1B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.84× | 0.74× | ||
| Q3 25 | 0.87× | 0.83× | ||
| Q2 25 | 0.83× | 0.93× | ||
| Q1 25 | 1.02× | 1.10× | ||
| Q4 24 | 0.76× | 1.20× | ||
| Q3 24 | 0.76× | 1.62× | ||
| Q2 24 | 0.85× | 1.91× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | ||
|---|---|---|
| 営業キャッシュフロー直近四半期 | $291.2M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $10.0M | $652.8M |
| FCFマージンFCF / 売上 | 0.2% | 24.6% |
| 設備投資強度設備投資 / 売上 | 6.2% | 4.2% |
| キャッシュ転換率営業CF / 純利益 | 3.31× | — |
| 直近12ヶ月FCF直近4四半期 | $653.1M | $2.3B |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $978.9M | ||
| Q3 25 | $458.3M | $508.7M | ||
| Q2 25 | $495.2M | $322.9M | ||
| Q1 25 | $126.9M | $303.3M | ||
| Q4 24 | $349.3M | $425.2M | ||
| Q3 24 | $651.1M | $378.2M | ||
| Q2 24 | $718.6M | $378.4M |
| Q1 26 | — | $652.8M | ||
| Q4 25 | $10.0M | $885.6M | ||
| Q3 25 | $275.9M | $463.5M | ||
| Q2 25 | $339.1M | $277.9M | ||
| Q1 25 | $28.1M | $266.8M | ||
| Q4 24 | $176.6M | $364.5M | ||
| Q3 24 | $565.3M | $341.8M | ||
| Q2 24 | $617.7M | $344.3M |
| Q1 26 | — | 24.6% | ||
| Q4 25 | 0.2% | 30.8% | ||
| Q3 25 | 5.8% | 17.3% | ||
| Q2 25 | 7.1% | 10.5% | ||
| Q1 25 | 0.6% | 13.1% | ||
| Q4 24 | 4.0% | 15.5% | ||
| Q3 24 | 12.3% | 16.5% | ||
| Q2 24 | 13.5% | 17.6% |
| Q1 26 | — | 4.2% | ||
| Q4 25 | 6.2% | 3.2% | ||
| Q3 25 | 3.8% | 1.7% | ||
| Q2 25 | 3.3% | 1.7% | ||
| Q1 25 | 2.2% | 1.8% | ||
| Q4 24 | 4.0% | 2.6% | ||
| Q3 24 | 1.9% | 1.8% | ||
| Q2 24 | 2.2% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 2.20× | ||
| Q3 25 | 1.34× | 1.28× | ||
| Q2 25 | 1.39× | 1.00× | ||
| Q1 25 | 0.43× | 1.84× | ||
| Q4 24 | 1.48× | 2.89× | ||
| Q3 24 | 1.86× | 2.14× | ||
| Q2 24 | 2.20× | 2.12× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
PPC
| Retail | $1.5B | 33% |
| Europe Reportable Segment | $1.4B | 31% |
| Food Service | $889.2M | 20% |
| Prepared Product | $332.8M | 7% |
| Product Export | $122.7M | 3% |
| Other Sales Channel | $96.0M | 2% |
| Other Product And Service | $79.7M | 2% |
| Related Party | $21.7M | 0% |
| Seara Meats B.V. | $18.9M | 0% |
| Penasul UKLTD | $10.3M | 0% |
| JBSUSA Food Company | $5.4M | 0% |
VRT
セグメントデータなし