vs
ABM INDUSTRIES INC(ABM)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ABM INDUSTRIES INC的2.0倍($4.5B vs $2.3B),PILGRIMS PRIDE CORP净利率更高(2.2% vs 1.5%,领先0.7%),ABM INDUSTRIES INC同比增速更快(5.4% vs 1.6%),过去两年ABM INDUSTRIES INC的营收复合增速更高(5.3% vs -0.3%)
ABM工业是美国知名的设施管理服务商,1909年由莫里斯·罗森伯格在加利福尼亚州旧金山创立。其业务覆盖电气、照明、能源管理、设施工程、电气化、暖通空调、机电运维、保洁、景观养护、停车场管理、交通配套等多元设施服务领域,为各类客户提供一体化的场地运营解决方案。
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。
ABM vs PPC — 直观对比
营收规模更大
PPC
是对方的2.0倍
$2.3B
营收增速更快
ABM
高出3.9%
1.6%
净利率更高
PPC
高出0.7%
1.5%
两年增速更快
ABM
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.3B | $4.5B |
| 净利润 | $34.8M | $101.5M |
| 毛利率 | 11.8% | 7.6% |
| 营业利润率 | 3.0% | 3.6% |
| 净利率 | 1.5% | 2.2% |
| 营收同比 | 5.4% | 1.6% |
| 净利润同比 | 394.9% | — |
| 每股收益(稀释后) | $0.56 | $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
ABM
PPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | $2.3B | $4.5B | ||
| Q3 25 | $2.2B | $4.8B | ||
| Q2 25 | $2.1B | $4.8B | ||
| Q1 25 | $2.1B | $4.5B | ||
| Q4 24 | $2.2B | $4.4B | ||
| Q3 24 | $2.1B | $4.6B | ||
| Q2 24 | $2.0B | $4.6B |
净利润
ABM
PPC
| Q1 26 | — | $101.5M | ||
| Q4 25 | $34.8M | $88.0M | ||
| Q3 25 | $41.8M | $342.8M | ||
| Q2 25 | $42.2M | $355.5M | ||
| Q1 25 | $43.6M | $296.0M | ||
| Q4 24 | $-11.8M | $235.9M | ||
| Q3 24 | $4.7M | $349.9M | ||
| Q2 24 | $43.8M | $326.3M |
毛利率
ABM
PPC
| Q1 26 | — | 7.6% | ||
| Q4 25 | 11.8% | 9.5% | ||
| Q3 25 | 12.3% | 13.9% | ||
| Q2 25 | 12.8% | 15.0% | ||
| Q1 25 | 12.3% | 12.4% | ||
| Q4 24 | 12.5% | 12.7% | ||
| Q3 24 | 12.6% | 14.9% | ||
| Q2 24 | 12.6% | 15.2% |
营业利润率
ABM
PPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | 3.0% | 4.5% | ||
| Q3 25 | 3.8% | 10.4% | ||
| Q2 25 | 3.9% | 10.8% | ||
| Q1 25 | 3.7% | 9.1% | ||
| Q4 24 | 0.9% | 7.0% | ||
| Q3 24 | 1.8% | 11.1% | ||
| Q2 24 | 4.0% | 9.7% |
净利率
ABM
PPC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 1.5% | 1.9% | ||
| Q3 25 | 1.9% | 7.2% | ||
| Q2 25 | 2.0% | 7.5% | ||
| Q1 25 | 2.1% | 6.6% | ||
| Q4 24 | -0.5% | 5.4% | ||
| Q3 24 | 0.2% | 7.6% | ||
| Q2 24 | 2.2% | 7.2% |
每股收益(稀释后)
ABM
PPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | $0.56 | $0.37 | ||
| Q3 25 | $0.67 | $1.44 | ||
| Q2 25 | $0.67 | $1.49 | ||
| Q1 25 | $0.69 | $1.24 | ||
| Q4 24 | $-0.18 | $1.00 | ||
| Q3 24 | $0.07 | $1.47 | ||
| Q2 24 | $0.69 | $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 | $104.1M | $542.4M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $1.8B | $3.7B |
| 总资产 | $5.3B | $10.2B |
| 负债/权益比越低杠杆越低 | — | 0.83× |
8季度趋势,按日历期对齐
现金及短期投资
ABM
PPC
| Q1 26 | — | $542.4M | ||
| Q4 25 | $104.1M | $640.2M | ||
| Q3 25 | $69.3M | $612.6M | ||
| Q2 25 | $58.7M | $849.0M | ||
| Q1 25 | $59.0M | $2.1B | ||
| Q4 24 | $64.6M | $2.0B | ||
| Q3 24 | $86.3M | $1.9B | ||
| Q2 24 | $60.7M | $1.3B |
总债务
ABM
PPC
| Q1 26 | — | $3.1B | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B |
股东权益
ABM
PPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $1.8B | $3.7B | ||
| Q3 25 | $1.8B | $3.5B | ||
| Q2 25 | $1.8B | $3.7B | ||
| Q1 25 | $1.8B | $3.1B | ||
| Q4 24 | $1.8B | $4.2B | ||
| Q3 24 | $1.8B | $4.2B | ||
| Q2 24 | $1.8B | $3.7B |
总资产
ABM
PPC
| Q1 26 | — | $10.2B | ||
| Q4 25 | $5.3B | $10.3B | ||
| Q3 25 | $5.3B | $10.0B | ||
| Q2 25 | $5.3B | $10.1B | ||
| Q1 25 | $5.2B | $11.0B | ||
| Q4 24 | $5.1B | $10.7B | ||
| Q3 24 | $5.0B | $10.7B | ||
| Q2 24 | $4.9B | $10.1B |
负债/权益比
ABM
PPC
| Q1 26 | — | 0.83× | ||
| Q4 25 | — | 0.84× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.83× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.76× | ||
| Q3 24 | — | 0.76× | ||
| Q2 24 | — | 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 | $133.4M | — |
| 自由现金流经营现金流 - 资本支出 | $112.7M | — |
| 自由现金流率自由现金流/营收 | 4.9% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 3.83× | — |
| 过去12个月自由现金流最近4个季度 | $155.1M | — |
8季度趋势,按日历期对齐
经营现金流
ABM
PPC
| Q1 26 | — | — | ||
| Q4 25 | $133.4M | $291.2M | ||
| Q3 25 | $174.9M | $458.3M | ||
| Q2 25 | $32.3M | $495.2M | ||
| Q1 25 | $-106.2M | $126.9M | ||
| Q4 24 | $30.4M | $349.3M | ||
| Q3 24 | $79.4M | $651.1M | ||
| Q2 24 | $117.0M | $718.6M |
自由现金流
ABM
PPC
| Q1 26 | — | — | ||
| Q4 25 | $112.7M | $10.0M | ||
| Q3 25 | $150.1M | $275.9M | ||
| Q2 25 | $15.2M | $339.1M | ||
| Q1 25 | $-122.9M | $28.1M | ||
| Q4 24 | $15.6M | $176.6M | ||
| Q3 24 | $63.9M | $565.3M | ||
| Q2 24 | $101.5M | $617.7M |
自由现金流率
ABM
PPC
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 0.2% | ||
| Q3 25 | 6.7% | 5.8% | ||
| Q2 25 | 0.7% | 7.1% | ||
| Q1 25 | -5.8% | 0.6% | ||
| Q4 24 | 0.7% | 4.0% | ||
| Q3 24 | 3.1% | 12.3% | ||
| Q2 24 | 5.0% | 13.5% |
资本支出强度
ABM
PPC
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 6.2% | ||
| Q3 25 | 1.1% | 3.8% | ||
| Q2 25 | 0.8% | 3.3% | ||
| Q1 25 | 0.8% | 2.2% | ||
| Q4 24 | 0.7% | 4.0% | ||
| Q3 24 | 0.7% | 1.9% | ||
| Q2 24 | 0.8% | 2.2% |
现金转化率
ABM
PPC
| Q1 26 | — | — | ||
| Q4 25 | 3.83× | 3.31× | ||
| Q3 25 | 4.18× | 1.34× | ||
| Q2 25 | 0.77× | 1.39× | ||
| Q1 25 | -2.44× | 0.43× | ||
| Q4 24 | — | 1.48× | ||
| Q3 24 | 16.89× | 1.86× | ||
| Q2 24 | 2.67× | 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
ABM
| Facility Service Line Janitorial | $729.5M | 32% |
| Technical Solutions | $298.6M | 13% |
| Aviation | $296.7M | 13% |
| Education | $233.8M | 10% |
| Engineering And Infrastructure Service Line | $211.3M | 9% |
| Engineering And Infrastructure Service Line Operations And Maintenance | $207.2M | 9% |
| Facility Service Line Aviation Services | $134.4M | 6% |
| Facility Service Line Parking And Transportation | $108.0M | 5% |
| Management Reimbursement Revenue | $86.9M | 4% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |