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美国铝业公司（AA）与PILGRIMS PRIDE CORP（PPC）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是美国铝业公司的1.3倍（$4.5B vs $3.4B），美国铝业公司净利率更高（6.2% vs 2.2%，领先3.9%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs -1.1%），过去两年美国铝业公司的营收复合增速更高（15.2% vs -0.3%）
美国铝业公司是美国大型工业企业，为全球规模领先的铝生产商之一，业务布局覆盖10个国家，涵盖铝土矿开采、氧化铝精炼、原铝冶炼、铝制品加工及铝回收利用全产业链，产品广泛应用于全球各工业领域。
Pilgrim's Pride是美国跨国食品企业，为美国及波多黎各最大的鸡肉生产商之一，同时是墨西哥第二大鸡肉生产商。公司2009年12月脱离破产状态，2011年将美国总部迁至科罗拉多州格里利，由JBS集团控股，2016年11月底以3.5亿美元收购Gold'n Plump。
AA vs PPC — 直观对比
营收规模更大
PPC
是对方的1.3倍
$3.4B
营收增速更快
PPC
高出2.6%
-1.1%
净利率更高
AA
高出3.9%
2.2%
两年增速更快
AA
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $4.5B |
| 净利润 | $213.0M | $101.5M |
| 毛利率 | — | 7.6% |
| 营业利润率 | 2.0% | 3.6% |
| 净利率 | 6.2% | 2.2% |
| 营收同比 | -1.1% | 1.6% |
| 净利润同比 | 5.4% | — |
| 每股收益（稀释后） | $0.80 | $0.43 |
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AAPPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | $3.4B | $4.5B | ||
| Q3 25 | $3.0B | $4.8B | ||
| Q2 25 | $3.0B | $4.8B | ||
| Q1 25 | $3.4B | $4.5B | ||
| Q4 24 | $3.5B | $4.4B | ||
| Q3 24 | $2.9B | $4.6B | ||
| Q2 24 | $2.9B | $4.6B |
净利润AAPPC
| Q1 26 | — | $101.5M | ||
| Q4 25 | $213.0M | $88.0M | ||
| Q3 25 | $232.0M | $342.8M | ||
| Q2 25 | $164.0M | $355.5M | ||
| Q1 25 | $548.0M | $296.0M | ||
| Q4 24 | $202.0M | $235.9M | ||
| Q3 24 | $90.0M | $349.9M | ||
| Q2 24 | $20.0M | $326.3M |
毛利率AAPPC
| Q1 26 | — | 7.6% | ||
| Q4 25 | — | 9.5% | ||
| Q3 25 | — | 13.9% | ||
| Q2 25 | — | 15.0% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | — | 15.2% |
营业利润率AAPPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | 2.0% | 4.5% | ||
| Q3 25 | 5.6% | 10.4% | ||
| Q2 25 | 5.3% | 10.8% | ||
| Q1 25 | 19.8% | 9.1% | ||
| Q4 24 | 9.7% | 7.0% | ||
| Q3 24 | 6.3% | 11.1% | ||
| Q2 24 | 3.2% | 9.7% |
净利率AAPPC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 6.2% | 1.9% | ||
| Q3 25 | 7.7% | 7.2% | ||
| Q2 25 | 5.4% | 7.5% | ||
| Q1 25 | 16.3% | 6.6% | ||
| Q4 24 | 5.8% | 5.4% | ||
| Q3 24 | 3.1% | 7.6% | ||
| Q2 24 | 0.7% | 7.2% |
每股收益（稀释后）AAPPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | $0.80 | $0.37 | ||
| Q3 25 | $0.88 | $1.44 | ||
| Q2 25 | $0.62 | $1.49 | ||
| Q1 25 | $2.07 | $1.24 | ||
| Q4 24 | $1.18 | $1.00 | ||
| Q3 24 | $0.38 | $1.47 | ||
| Q2 24 | $0.11 | $1.37 |
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 | $1.6B | $542.4M |
| 总债务越低越好 | $2.4B | $3.1B |
| 股东权益账面价值 | $6.1B | $3.7B |
| 总资产 | $16.1B | $10.2B |
| 负债/权益比越低杠杆越低 | 0.40× | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资AAPPC
| Q1 26 | — | $542.4M | ||
| Q4 25 | $1.6B | $640.2M | ||
| Q3 25 | $1.5B | $612.6M | ||
| Q2 25 | $1.5B | $849.0M | ||
| Q1 25 | $1.2B | $2.1B | ||
| Q4 24 | $1.1B | $2.0B | ||
| Q3 24 | $1.3B | $1.9B | ||
| Q2 24 | $1.4B | $1.3B |
总债务AAPPC
| Q1 26 | — | $3.1B | ||
| Q4 25 | $2.4B | $3.1B | ||
| Q3 25 | $2.6B | $3.1B | ||
| Q2 25 | $2.6B | $3.1B | ||
| Q1 25 | $2.6B | $3.2B | ||
| Q4 24 | $2.5B | $3.2B | ||
| Q3 24 | $2.5B | $3.2B | ||
| Q2 24 | $2.5B | $3.2B |
股东权益AAPPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $6.1B | $3.7B | ||
| Q3 25 | $6.3B | $3.5B | ||
| Q2 25 | $6.1B | $3.7B | ||
| Q1 25 | $5.8B | $3.1B | ||
| Q4 24 | $5.2B | $4.2B | ||
| Q3 24 | $5.3B | $4.2B | ||
| Q2 24 | $3.9B | $3.7B |
总资产AAPPC
| Q1 26 | — | $10.2B | ||
| Q4 25 | $16.1B | $10.3B | ||
| Q3 25 | $16.0B | $10.0B | ||
| Q2 25 | $15.0B | $10.1B | ||
| Q1 25 | $14.6B | $11.0B | ||
| Q4 24 | $14.1B | $10.7B | ||
| Q3 24 | $14.5B | $10.7B | ||
| Q2 24 | $14.3B | $10.1B |
负债/权益比AAPPC
| Q1 26 | — | 0.83× | ||
| Q4 25 | 0.40× | 0.84× | ||
| Q3 25 | 0.41× | 0.87× | ||
| Q2 25 | 0.42× | 0.83× | ||
| Q1 25 | 0.44× | 1.02× | ||
| Q4 24 | 0.48× | 0.76× | ||
| Q3 24 | 0.47× | 0.76× | ||
| Q2 24 | 0.63× | 0.85× |
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 | $537.0M | — |
| 自由现金流经营现金流 - 资本支出 | $294.0M | — |
| 自由现金流率自由现金流/营收 | 8.5% | — |
| 资本支出强度资本支出/营收 | 7.0% | — |
| 现金转化率经营现金流/净利润 | 2.52× | — |
| 过去12个月自由现金流最近4个季度 | $567.0M | — |
8季度趋势，按日历期对齐
经营现金流AAPPC
| Q1 26 | — | — | ||
| Q4 25 | $537.0M | $291.2M | ||
| Q3 25 | $85.0M | $458.3M | ||
| Q2 25 | $488.0M | $495.2M | ||
| Q1 25 | $75.0M | $126.9M | ||
| Q4 24 | $415.0M | $349.3M | ||
| Q3 24 | $143.0M | $651.1M | ||
| Q2 24 | $287.0M | $718.6M |
自由现金流AAPPC
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $10.0M | ||
| Q3 25 | $-66.0M | $275.9M | ||
| Q2 25 | $357.0M | $339.1M | ||
| Q1 25 | $-18.0M | $28.1M | ||
| Q4 24 | $246.0M | $176.6M | ||
| Q3 24 | $-3.0M | $565.3M | ||
| Q2 24 | $123.0M | $617.7M |
自由现金流率AAPPC
| Q1 26 | — | — | ||
| Q4 25 | 8.5% | 0.2% | ||
| Q3 25 | -2.2% | 5.8% | ||
| Q2 25 | 11.8% | 7.1% | ||
| Q1 25 | -0.5% | 0.6% | ||
| Q4 24 | 7.1% | 4.0% | ||
| Q3 24 | -0.1% | 12.3% | ||
| Q2 24 | 4.2% | 13.5% |
资本支出强度AAPPC
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | 6.2% | ||
| Q3 25 | 5.0% | 3.8% | ||
| Q2 25 | 4.3% | 3.3% | ||
| Q1 25 | 2.8% | 2.2% | ||
| Q4 24 | 4.8% | 4.0% | ||
| Q3 24 | 5.0% | 1.9% | ||
| Q2 24 | 5.6% | 2.2% |
现金转化率AAPPC
| Q1 26 | — | — | ||
| Q4 25 | 2.52× | 3.31× | ||
| Q3 25 | 0.37× | 1.34× | ||
| Q2 25 | 2.98× | 1.39× | ||
| Q1 25 | 0.14× | 0.43× | ||
| Q4 24 | 2.05× | 1.48× | ||
| Q3 24 | 1.59× | 1.86× | ||
| Q2 24 | 14.35× | 2.20× |
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
AA
| Aluminum | $2.5B | 72% |
| Third Party Sales | $979.0M | 28% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
