vs
亚德诺半导体（ADI）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的季度营收约是亚德诺半导体的1.4倍（$4.5B vs $3.2B），亚德诺半导体净利率更高（26.3% vs 2.2%，领先24.1%），亚德诺半导体同比增速更快（100.0% vs 1.6%），过去两年亚德诺半导体的营收复合增速更高（16.9% vs -0.3%）
亚德诺半导体（ADI）是总部位于美国马萨诸塞州威尔明顿的跨国半导体企业，专注于数据转换、信号处理与电源管理技术研发，相关产品广泛应用于通信、工业、汽车等多个领域，是全球模拟芯片领域的领先厂商。
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。
ADI vs PPC — 直观对比
营收规模更大
PPC
是对方的1.4倍
$3.2B
营收增速更快
ADI
高出98.4%
1.6%
净利率更高
ADI
高出24.1%
2.2%
两年增速更快
ADI
近两年复合增速
-0.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $4.5B |
| 净利润 | $830.8M | $101.5M |
| 毛利率 | 64.7% | 7.6% |
| 营业利润率 | 31.5% | 3.6% |
| 净利率 | 26.3% | 2.2% |
| 营收同比 | 100.0% | 1.6% |
| 净利润同比 | 112.3% | — |
| 每股收益（稀释后） | $1.69 | $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ADIPPC
| Q1 26 | $3.2B | $4.5B | ||
| Q4 25 | $3.1B | $4.5B | ||
| Q3 25 | $2.9B | $4.8B | ||
| Q2 25 | $2.6B | $4.8B | ||
| Q1 25 | $2.4B | $4.5B | ||
| Q4 24 | $2.4B | $4.4B | ||
| Q3 24 | $2.3B | $4.6B | ||
| Q2 24 | — | $4.6B |
净利润ADIPPC
| Q1 26 | $830.8M | $101.5M | ||
| Q4 25 | $787.7M | $88.0M | ||
| Q3 25 | $518.5M | $342.8M | ||
| Q2 25 | $569.8M | $355.5M | ||
| Q1 25 | $391.3M | $296.0M | ||
| Q4 24 | $478.1M | $235.9M | ||
| Q3 24 | $392.2M | $349.9M | ||
| Q2 24 | — | $326.3M |
毛利率ADIPPC
| Q1 26 | 64.7% | 7.6% | ||
| Q4 25 | 63.1% | 9.5% | ||
| Q3 25 | 62.1% | 13.9% | ||
| Q2 25 | 61.0% | 15.0% | ||
| Q1 25 | 59.0% | 12.4% | ||
| Q4 24 | 58.0% | 12.7% | ||
| Q3 24 | 56.7% | 14.9% | ||
| Q2 24 | — | 15.2% |
营业利润率ADIPPC
| Q1 26 | 31.5% | 3.6% | ||
| Q4 25 | 30.7% | 4.5% | ||
| Q3 25 | 28.4% | 10.4% | ||
| Q2 25 | 25.7% | 10.8% | ||
| Q1 25 | 20.3% | 9.1% | ||
| Q4 24 | 23.3% | 7.0% | ||
| Q3 24 | 21.2% | 11.1% | ||
| Q2 24 | — | 9.7% |
净利率ADIPPC
| Q1 26 | 26.3% | 2.2% | ||
| Q4 25 | 25.6% | 1.9% | ||
| Q3 25 | 18.0% | 7.2% | ||
| Q2 25 | 21.6% | 7.5% | ||
| Q1 25 | 16.1% | 6.6% | ||
| Q4 24 | 19.6% | 5.4% | ||
| Q3 24 | 17.0% | 7.6% | ||
| Q2 24 | — | 7.2% |
每股收益（稀释后）ADIPPC
| Q1 26 | $1.69 | $0.43 | ||
| Q4 25 | $1.60 | $0.37 | ||
| Q3 25 | $1.04 | $1.44 | ||
| Q2 25 | $1.14 | $1.49 | ||
| Q1 25 | $0.78 | $1.24 | ||
| Q4 24 | $0.95 | $1.00 | ||
| Q3 24 | $0.79 | $1.47 | ||
| Q2 24 | — | $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 | $4.0B | $542.4M |
| 总债务越低越好 | $7.2B | $3.1B |
| 股东权益账面价值 | $33.8B | $3.7B |
| 总资产 | $48.0B | $10.2B |
| 负债/权益比越低杠杆越低 | 0.21× | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资ADIPPC
| Q1 26 | $2.9B | $542.4M | ||
| Q4 25 | $3.7B | $640.2M | ||
| Q3 25 | $2.3B | $612.6M | ||
| Q2 25 | $2.4B | $849.0M | ||
| Q1 25 | $2.3B | $2.1B | ||
| Q4 24 | $2.4B | $2.0B | ||
| Q3 24 | $2.1B | $1.9B | ||
| Q2 24 | — | $1.3B |
总债务ADIPPC
| 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ADIPPC
| Q1 26 | $33.8B | $3.7B | ||
| Q4 25 | $33.8B | $3.7B | ||
| Q3 25 | $34.1B | $3.5B | ||
| Q2 25 | $35.0B | $3.7B | ||
| Q1 25 | $35.1B | $3.1B | ||
| Q4 24 | $35.2B | $4.2B | ||
| Q3 24 | $35.2B | $4.2B | ||
| Q2 24 | — | $3.7B |
总资产ADIPPC
| Q1 26 | $48.0B | $10.2B | ||
| Q4 25 | $48.0B | $10.3B | ||
| Q3 25 | $48.2B | $10.0B | ||
| Q2 25 | $47.3B | $10.1B | ||
| Q1 25 | $48.0B | $11.0B | ||
| Q4 24 | $48.2B | $10.7B | ||
| Q3 24 | $48.6B | $10.7B | ||
| Q2 24 | — | $10.1B |
负债/权益比ADIPPC
| 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 | $1.4B | — |
| 自由现金流经营现金流 - 资本支出 | $1.3B | — |
| 自由现金流率自由现金流/营收 | 39.8% | — |
| 资本支出强度资本支出/营收 | 3.4% | — |
| 现金转化率经营现金流/净利润 | 1.65× | — |
| 过去12个月自由现金流最近4个季度 | $5.1B | — |
8季度趋势，按日历期对齐
经营现金流ADIPPC
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $291.2M | ||
| Q3 25 | $1.2B | $458.3M | ||
| Q2 25 | $819.5M | $495.2M | ||
| Q1 25 | $1.1B | $126.9M | ||
| Q4 24 | $1.1B | $349.3M | ||
| Q3 24 | $855.0M | $651.1M | ||
| Q2 24 | — | $718.6M |
自由现金流ADIPPC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $10.0M | ||
| Q3 25 | $1.1B | $275.9M | ||
| Q2 25 | $729.2M | $339.1M | ||
| Q1 25 | $977.8M | $28.1M | ||
| Q4 24 | $885.4M | $176.6M | ||
| Q3 24 | $701.1M | $565.3M | ||
| Q2 24 | — | $617.7M |
自由现金流率ADIPPC
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | 0.2% | ||
| Q3 25 | 37.7% | 5.8% | ||
| Q2 25 | 27.6% | 7.1% | ||
| Q1 25 | 40.4% | 0.6% | ||
| Q4 24 | 36.2% | 4.0% | ||
| Q3 24 | 30.3% | 12.3% | ||
| Q2 24 | — | 13.5% |
资本支出强度ADIPPC
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 6.2% | ||
| Q3 25 | 2.7% | 3.8% | ||
| Q2 25 | 3.4% | 3.3% | ||
| Q1 25 | 6.1% | 2.2% | ||
| Q4 24 | 6.8% | 4.0% | ||
| Q3 24 | 6.7% | 1.9% | ||
| Q2 24 | — | 2.2% |
现金转化率ADIPPC
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 3.31× | ||
| Q3 25 | 2.25× | 1.34× | ||
| Q2 25 | 1.44× | 1.39× | ||
| Q1 25 | 2.88× | 0.43× | ||
| Q4 24 | 2.20× | 1.48× | ||
| Q3 24 | 2.18× | 1.86× | ||
| Q2 24 | — | 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
ADI
| Industrial | $1.5B | 47% |
| Automotive | $794.4M | 25% |
| Communications | $476.8M | 15% |
| Consumer | $399.8M | 13% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
