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爱彼迎（ABNB）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的季度营收约是爱彼迎的1.6倍（$4.5B vs $2.8B），爱彼迎净利率更高（12.3% vs 1.9%，领先10.3%），爱彼迎同比增速更快（12.0% vs 3.3%），过去两年爱彼迎的营收复合增速更高（13.9% vs 1.8%）
爱彼迎是全球知名的旅行住宿及体验共享平台，成立于2007年，2010年正式启用现名。平台连接全球各地的房东与旅客，用户可通过网页或移动端预订私人客房、普通住宅、度假屋等多元住宿，也可报名参与当地特色体验项目，是共享经济领域的代表性企业。
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。
ABNB vs PPC — 直观对比
营收规模更大
PPC
是对方的1.6倍
$2.8B
营收增速更快
ABNB
高出8.7%
3.3%
净利率更高
ABNB
高出10.3%
1.9%
两年增速更快
ABNB
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $4.5B |
| 净利润 | $341.0M | $88.0M |
| 毛利率 | 82.5% | 9.5% |
| 营业利润率 | 9.7% | 4.5% |
| 净利率 | 12.3% | 1.9% |
| 营收同比 | 12.0% | 3.3% |
| 净利润同比 | -26.0% | -62.7% |
| 每股收益（稀释后） | — | $0.37 |
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ABNBPPC
| Q4 25 | $2.8B | $4.5B | ||
| Q3 25 | $4.1B | $4.8B | ||
| Q2 25 | $3.1B | $4.8B | ||
| Q1 25 | $2.3B | $4.5B | ||
| Q4 24 | $2.5B | $4.4B | ||
| Q3 24 | $3.7B | $4.6B | ||
| Q2 24 | $2.7B | $4.6B | ||
| Q1 24 | $2.1B | $4.4B |
净利润ABNBPPC
| Q4 25 | $341.0M | $88.0M | ||
| Q3 25 | $1.4B | $342.8M | ||
| Q2 25 | $642.0M | $355.5M | ||
| Q1 25 | $154.0M | $296.0M | ||
| Q4 24 | $461.0M | $235.9M | ||
| Q3 24 | $1.4B | $349.9M | ||
| Q2 24 | $555.0M | $326.3M | ||
| Q1 24 | $264.0M | $174.4M |
毛利率ABNBPPC
| Q4 25 | 82.5% | 9.5% | ||
| Q3 25 | 86.6% | 13.9% | ||
| Q2 25 | 82.4% | 15.0% | ||
| Q1 25 | 77.7% | 12.4% | ||
| Q4 24 | 82.8% | 12.7% | ||
| Q3 24 | 87.5% | 14.9% | ||
| Q2 24 | 81.6% | 15.2% | ||
| Q1 24 | 77.6% | 8.8% |
营业利润率ABNBPPC
| Q4 25 | 9.7% | 4.5% | ||
| Q3 25 | 39.7% | 10.4% | ||
| Q2 25 | 19.8% | 10.8% | ||
| Q1 25 | 1.7% | 9.1% | ||
| Q4 24 | 17.3% | 7.0% | ||
| Q3 24 | 40.9% | 11.1% | ||
| Q2 24 | 18.1% | 9.7% | ||
| Q1 24 | 4.7% | 5.7% |
净利率ABNBPPC
| Q4 25 | 12.3% | 1.9% | ||
| Q3 25 | 33.6% | 7.2% | ||
| Q2 25 | 20.7% | 7.5% | ||
| Q1 25 | 6.8% | 6.6% | ||
| Q4 24 | 18.6% | 5.4% | ||
| Q3 24 | 36.7% | 7.6% | ||
| Q2 24 | 20.2% | 7.2% | ||
| Q1 24 | 12.3% | 4.0% |
每股收益（稀释后）ABNBPPC
| Q4 25 | — | $0.37 | ||
| Q3 25 | — | $1.44 | ||
| Q2 25 | — | $1.49 | ||
| Q1 25 | — | $1.24 | ||
| Q4 24 | — | $1.00 | ||
| Q3 24 | — | $1.47 | ||
| Q2 24 | — | $1.37 | ||
| Q1 24 | — | $0.73 |
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 | $11.0B | $640.2M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $8.2B | $3.7B |
| 总资产 | $22.2B | $10.3B |
| 负债/权益比越低杠杆越低 | — | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资ABNBPPC
| Q4 25 | $11.0B | $640.2M | ||
| Q3 25 | $11.7B | $612.6M | ||
| Q2 25 | $11.4B | $849.0M | ||
| Q1 25 | $11.5B | $2.1B | ||
| Q4 24 | $10.6B | $2.0B | ||
| Q3 24 | $11.3B | $1.9B | ||
| Q2 24 | $11.3B | $1.3B | ||
| Q1 24 | $11.1B | $870.8M |
总债务ABNBPPC
| 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 | ||
| Q1 24 | — | $3.3B |
股东权益ABNBPPC
| Q4 25 | $8.2B | $3.7B | ||
| Q3 25 | $8.6B | $3.5B | ||
| Q2 25 | $7.8B | $3.7B | ||
| Q1 25 | $7.9B | $3.1B | ||
| Q4 24 | $8.4B | $4.2B | ||
| Q3 24 | $8.5B | $4.2B | ||
| Q2 24 | $8.0B | $3.7B | ||
| Q1 24 | $7.9B | $3.5B |
总资产ABNBPPC
| Q4 25 | $22.2B | $10.3B | ||
| Q3 25 | $23.1B | $10.0B | ||
| Q2 25 | $27.0B | $10.1B | ||
| Q1 25 | $25.1B | $11.0B | ||
| Q4 24 | $21.0B | $10.7B | ||
| Q3 24 | $22.2B | $10.7B | ||
| Q2 24 | $26.3B | $10.1B | ||
| Q1 24 | $24.5B | $9.8B |
负债/权益比ABNBPPC
| 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× | ||
| Q1 24 | — | 0.96× |
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 | $526.0M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | — | $10.0M |
| 自由现金流率自由现金流/营收 | — | 0.2% |
| 资本支出强度资本支出/营收 | — | 6.2% |
| 现金转化率经营现金流/净利润 | 1.54× | 3.31× |
| 过去12个月自由现金流最近4个季度 | — | $653.1M |
8季度趋势，按日历期对齐
经营现金流ABNBPPC
| Q4 25 | $526.0M | $291.2M | ||
| Q3 25 | $1.4B | $458.3M | ||
| Q2 25 | $975.0M | $495.2M | ||
| Q1 25 | $1.8B | $126.9M | ||
| Q4 24 | $466.0M | $349.3M | ||
| Q3 24 | $1.1B | $651.1M | ||
| Q2 24 | $1.1B | $718.6M | ||
| Q1 24 | $1.9B | $271.0M |
自由现金流ABNBPPC
| Q4 25 | — | $10.0M | ||
| Q3 25 | — | $275.9M | ||
| Q2 25 | — | $339.1M | ||
| Q1 25 | — | $28.1M | ||
| Q4 24 | — | $176.6M | ||
| Q3 24 | — | $565.3M | ||
| Q2 24 | — | $617.7M | ||
| Q1 24 | — | $171.9M |
自由现金流率ABNBPPC
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 7.1% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 13.5% | ||
| Q1 24 | — | 3.9% |
资本支出强度ABNBPPC
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | 2.3% |
现金转化率ABNBPPC
| Q4 25 | 1.54× | 3.31× | ||
| Q3 25 | 0.99× | 1.34× | ||
| Q2 25 | 1.52× | 1.39× | ||
| Q1 25 | 11.62× | 0.43× | ||
| Q4 24 | 1.01× | 1.48× | ||
| Q3 24 | 0.79× | 1.86× | ||
| Q2 24 | 1.89× | 2.20× | ||
| Q1 24 | 7.28× | 1.55× |
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
ABNB
| North America | $1.1B | 41% |
| EMEA | $930.0M | 33% |
| Latin America | $351.0M | 13% |
| Other | $351.0M | 13% |
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% |
