vs
PILGRIMS PRIDE CORP（PPC）とWaste Connections, Inc.（WCN）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 $2.4B、Waste Connections, Inc.の約1.9倍）。Waste Connections, Inc.の純利益率が高く（10.9% vs 1.9%、差は8.9%）。Waste Connections, Inc.の前年同期比売上増加率が高い（5.0% vs 3.3%）。Waste Connections, Inc.の直近四半期フリーキャッシュフローが多い（$172.6M vs $10.0M）。過去8四半期でWaste Connections, Inc.の売上複合成長率が高い（7.0% 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。
ウェイストコネクションズ・インクは北米の総合廃棄物サービス企業で、本社を米国テキサス州ウッドランズに置き、米国とカナダで事業を展開しています。主に固体廃棄物の収集、移送、処分、リサイクルサービスを提供し、北米第3位の廃棄物管理企業です。
PPC vs WCN — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $4.5B | $2.4B |
| 純利益 | $88.0M | $258.5M |
| 粗利率 | 9.5% | 42.5% |
| 営業利益率 | 4.5% | 17.7% |
| 純利益率 | 1.9% | 10.9% |
| 売上前年比 | 3.3% | 5.0% |
| 純利益前年比 | -62.7% | 231.9% |
| EPS（希薄化後） | $0.37 | $1.01 |
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
| Q4 25 | $4.5B | $2.4B | ||
| Q3 25 | $4.8B | $2.5B | ||
| Q2 25 | $4.8B | $2.4B | ||
| Q1 25 | $4.5B | $2.2B | ||
| Q4 24 | $4.4B | $2.3B | ||
| Q3 24 | $4.6B | $2.3B | ||
| Q2 24 | $4.6B | $2.2B | ||
| Q1 24 | $4.4B | $2.1B |
| Q4 25 | $88.0M | $258.5M | ||
| Q3 25 | $342.8M | $286.3M | ||
| Q2 25 | $355.5M | $290.3M | ||
| Q1 25 | $296.0M | $241.5M | ||
| Q4 24 | $235.9M | $-196.0M | ||
| Q3 24 | $349.9M | $308.0M | ||
| Q2 24 | $326.3M | $275.5M | ||
| Q1 24 | $174.4M | $230.1M |
| Q4 25 | 9.5% | 42.5% | ||
| Q3 25 | 13.9% | 42.8% | ||
| Q2 25 | 15.0% | 42.1% | ||
| Q1 25 | 12.4% | 42.0% | ||
| Q4 24 | 12.7% | 41.4% | ||
| Q3 24 | 14.9% | 42.5% | ||
| Q2 24 | 15.2% | 42.1% | ||
| Q1 24 | 8.8% | 41.1% |
| Q4 25 | 4.5% | 17.7% | ||
| Q3 25 | 10.4% | 17.9% | ||
| Q2 25 | 10.8% | 19.1% | ||
| Q1 25 | 9.1% | 17.5% | ||
| Q4 24 | 7.0% | -8.8% | ||
| Q3 24 | 11.1% | 20.3% | ||
| Q2 24 | 9.7% | 18.9% | ||
| Q1 24 | 5.7% | 17.7% |
| Q4 25 | 1.9% | 10.9% | ||
| Q3 25 | 7.2% | 11.6% | ||
| Q2 25 | 7.5% | 12.1% | ||
| Q1 25 | 6.6% | 10.8% | ||
| Q4 24 | 5.4% | -8.7% | ||
| Q3 24 | 7.6% | 13.2% | ||
| Q2 24 | 7.2% | 12.3% | ||
| Q1 24 | 4.0% | 11.1% |
| Q4 25 | $0.37 | $1.01 | ||
| Q3 25 | $1.44 | $1.11 | ||
| Q2 25 | $1.49 | $1.12 | ||
| Q1 25 | $1.24 | $0.93 | ||
| Q4 24 | $1.00 | $-0.76 | ||
| Q3 24 | $1.47 | $1.19 | ||
| Q2 24 | $1.37 | $1.07 | ||
| Q1 24 | $0.73 | $0.89 |
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 | $46.0M |
| 総負債低いほど良い | $3.1B | $8.8B |
| 株主資本純資産 | $3.7B | $8.2B |
| 総資産 | $10.3B | $21.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.84× | 1.07× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $640.2M | $46.0M | ||
| Q3 25 | $612.6M | $117.6M | ||
| Q2 25 | $849.0M | $110.2M | ||
| Q1 25 | $2.1B | $111.2M | ||
| Q4 24 | $2.0B | $62.4M | ||
| Q3 24 | $1.9B | $115.3M | ||
| Q2 24 | $1.3B | $78.7M | ||
| Q1 24 | $870.8M | $112.0M |
| Q4 25 | $3.1B | $8.8B | ||
| Q3 25 | $3.1B | $8.6B | ||
| Q2 25 | $3.1B | $8.3B | ||
| Q1 25 | $3.2B | $8.4B | ||
| Q4 24 | $3.2B | $8.1B | ||
| Q3 24 | $3.2B | $8.2B | ||
| Q2 24 | $3.2B | $7.7B | ||
| Q1 24 | $3.3B | $7.8B |
| Q4 25 | $3.7B | $8.2B | ||
| Q3 25 | $3.5B | $8.1B | ||
| Q2 25 | $3.7B | $8.4B | ||
| Q1 25 | $3.1B | $8.0B | ||
| Q4 24 | $4.2B | $7.9B | ||
| Q3 24 | $4.2B | $8.3B | ||
| Q2 24 | $3.7B | $8.0B | ||
| Q1 24 | $3.5B | $7.8B |
| Q4 25 | $10.3B | $21.1B | ||
| Q3 25 | $10.0B | $20.8B | ||
| Q2 25 | $10.1B | $20.7B | ||
| Q1 25 | $11.0B | $20.3B | ||
| Q4 24 | $10.7B | $19.8B | ||
| Q3 24 | $10.7B | $20.1B | ||
| Q2 24 | $10.1B | $19.3B | ||
| Q1 24 | $9.8B | $19.1B |
| Q4 25 | 0.84× | 1.07× | ||
| Q3 25 | 0.87× | 1.07× | ||
| Q2 25 | 0.83× | 1.00× | ||
| Q1 25 | 1.02× | 1.05× | ||
| Q4 24 | 0.76× | 1.03× | ||
| Q3 24 | 0.76× | 0.99× | ||
| Q2 24 | 0.85× | 0.96× | ||
| Q1 24 | 0.96× | 1.00× |
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 | $556.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $10.0M | $172.6M |
| FCFマージンFCF / 売上 | 0.2% | 7.3% |
| 設備投資強度設備投資 / 売上 | 6.2% | 16.2% |
| キャッシュ転換率営業CF / 純利益 | 3.31× | 2.15× |
| 直近12ヶ月FCF直近4四半期 | $653.1M | $1.2B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $291.2M | $556.9M | ||
| Q3 25 | $458.3M | $677.4M | ||
| Q2 25 | $495.2M | $638.2M | ||
| Q1 25 | $126.9M | $541.5M | ||
| Q4 24 | $349.3M | $568.9M | ||
| Q3 24 | $651.1M | $558.3M | ||
| Q2 24 | $718.6M | $611.4M | ||
| Q1 24 | $271.0M | $490.3M |
| Q4 25 | $10.0M | $172.6M | ||
| Q3 25 | $275.9M | $380.3M | ||
| Q2 25 | $339.1M | $352.9M | ||
| Q1 25 | $28.1M | $329.1M | ||
| Q4 24 | $176.6M | $172.2M | ||
| Q3 24 | $565.3M | $286.2M | ||
| Q2 24 | $617.7M | $394.2M | ||
| Q1 24 | $171.9M | $320.4M |
| Q4 25 | 0.2% | 7.3% | ||
| Q3 25 | 5.8% | 15.5% | ||
| Q2 25 | 7.1% | 14.7% | ||
| Q1 25 | 0.6% | 14.8% | ||
| Q4 24 | 4.0% | 7.6% | ||
| Q3 24 | 12.3% | 12.2% | ||
| Q2 24 | 13.5% | 17.5% | ||
| Q1 24 | 3.9% | 15.5% |
| Q4 25 | 6.2% | 16.2% | ||
| Q3 25 | 3.8% | 12.1% | ||
| Q2 25 | 3.3% | 11.9% | ||
| Q1 25 | 2.2% | 9.5% | ||
| Q4 24 | 4.0% | 17.6% | ||
| Q3 24 | 1.9% | 11.6% | ||
| Q2 24 | 2.2% | 9.7% | ||
| Q1 24 | 2.3% | 8.2% |
| Q4 25 | 3.31× | 2.15× | ||
| Q3 25 | 1.34× | 2.37× | ||
| Q2 25 | 1.39× | 2.20× | ||
| Q1 25 | 0.43× | 2.24× | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.86× | 1.81× | ||
| Q2 24 | 2.20× | 2.22× | ||
| Q1 24 | 1.55× | 2.13× |
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% |
WCN
| Southern | $552.9M | 23% |
| Central | $450.9M | 19% |
| Landfill | $386.5M | 16% |
| Transfer | $370.6M | 16% |
| Other | $347.9M | 15% |
| Exploration And Production Waste Treatment Recovery And Disposal | $171.1M | 7% |
| Solid Waste Recycling | $51.2M | 2% |
| Intermodal And Other | $42.3M | 2% |
