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阿拉斯加航空集团（ALK）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的季度营收约是阿拉斯加航空集团的1.4倍（$4.5B vs $3.3B），PILGRIMS PRIDE CORP净利率更高（1.9% vs -5.8%，领先7.8%），阿拉斯加航空集团同比增速更快（5.2% vs 3.3%），过去两年阿拉斯加航空集团的营收复合增速更高（6.7% vs 1.8%）
阿拉斯加航空集团是总部位于美国华盛顿州西塔科的航空控股企业，旗下拥有阿拉斯加航空、夏威夷航空两家干线航司，以及区域航司地平线航空，阿拉斯加航空还全资控股飞机地面服务提供商麦吉航空服务。
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。
ALK vs PPC — 直观对比
营收规模更大
PPC
是对方的1.4倍
$3.3B
营收增速更快
ALK
高出1.9%
3.3%
净利率更高
PPC
高出7.8%
-5.8%
两年增速更快
ALK
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $4.5B |
| 净利润 | $-193.0M | $88.0M |
| 毛利率 | — | 9.5% |
| 营业利润率 | — | 4.5% |
| 净利率 | -5.8% | 1.9% |
| 营收同比 | 5.2% | 3.3% |
| 净利润同比 | -16.3% | -62.7% |
| 每股收益（稀释后） | $-1.69 | $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ALKPPC
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.6B | $4.5B | ||
| Q3 25 | $3.8B | $4.8B | ||
| Q2 25 | $3.7B | $4.8B | ||
| Q1 25 | $3.1B | $4.5B | ||
| Q4 24 | $3.5B | $4.4B | ||
| Q3 24 | $3.1B | $4.6B | ||
| Q2 24 | $2.9B | $4.6B |
净利润ALKPPC
| Q1 26 | $-193.0M | — | ||
| Q4 25 | $21.0M | $88.0M | ||
| Q3 25 | $73.0M | $342.8M | ||
| Q2 25 | $172.0M | $355.5M | ||
| Q1 25 | $-166.0M | $296.0M | ||
| Q4 24 | $71.0M | $235.9M | ||
| Q3 24 | $236.0M | $349.9M | ||
| Q2 24 | $220.0M | $326.3M |
毛利率ALKPPC
| Q1 26 | — | — | ||
| 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ALKPPC
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 4.5% | ||
| Q3 25 | 3.9% | 10.4% | ||
| Q2 25 | 7.5% | 10.8% | ||
| Q1 25 | -6.3% | 9.1% | ||
| Q4 24 | 2.1% | 7.0% | ||
| Q3 24 | 11.1% | 11.1% | ||
| Q2 24 | 11.1% | 9.7% |
净利率ALKPPC
| Q1 26 | -5.8% | — | ||
| Q4 25 | 0.6% | 1.9% | ||
| Q3 25 | 1.9% | 7.2% | ||
| Q2 25 | 4.6% | 7.5% | ||
| Q1 25 | -5.3% | 6.6% | ||
| Q4 24 | 2.0% | 5.4% | ||
| Q3 24 | 7.7% | 7.6% | ||
| Q2 24 | 7.6% | 7.2% |
每股收益（稀释后）ALKPPC
| Q1 26 | $-1.69 | — | ||
| Q4 25 | $0.14 | $0.37 | ||
| Q3 25 | $0.62 | $1.44 | ||
| Q2 25 | $1.42 | $1.49 | ||
| Q1 25 | $-1.35 | $1.24 | ||
| Q4 24 | $0.58 | $1.00 | ||
| Q3 24 | $1.84 | $1.47 | ||
| Q2 24 | $1.71 | $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 | $451.0M | $640.2M |
| 总债务越低越好 | $5.3B | $3.1B |
| 股东权益账面价值 | $3.7B | $3.7B |
| 总资产 | $20.3B | $10.3B |
| 负债/权益比越低杠杆越低 | 1.43× | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资ALKPPC
| Q1 26 | $451.0M | — | ||
| Q4 25 | $627.0M | $640.2M | ||
| Q3 25 | $2.3B | $612.6M | ||
| Q2 25 | $2.1B | $849.0M | ||
| Q1 25 | $2.5B | $2.1B | ||
| Q4 24 | $2.5B | $2.0B | ||
| Q3 24 | $2.5B | $1.9B | ||
| Q2 24 | $2.5B | $1.3B |
总债务ALKPPC
| Q1 26 | $5.3B | — | ||
| Q4 25 | $4.8B | $3.1B | ||
| Q3 25 | $5.0B | $3.1B | ||
| Q2 25 | $4.9B | $3.1B | ||
| Q1 25 | $4.8B | $3.2B | ||
| Q4 24 | $4.5B | $3.2B | ||
| Q3 24 | $4.6B | $3.2B | ||
| Q2 24 | $2.7B | $3.2B |
股东权益ALKPPC
| Q1 26 | $3.7B | — | ||
| Q4 25 | $4.1B | $3.7B | ||
| Q3 25 | $4.0B | $3.5B | ||
| Q2 25 | $3.9B | $3.7B | ||
| Q1 25 | $4.1B | $3.1B | ||
| Q4 24 | $4.4B | $4.2B | ||
| Q3 24 | $4.5B | $4.2B | ||
| Q2 24 | $4.2B | $3.7B |
总资产ALKPPC
| Q1 26 | $20.3B | — | ||
| Q4 25 | $20.4B | $10.3B | ||
| Q3 25 | $20.0B | $10.0B | ||
| Q2 25 | $19.9B | $10.1B | ||
| Q1 25 | $19.8B | $11.0B | ||
| Q4 24 | $19.8B | $10.7B | ||
| Q3 24 | $19.6B | $10.7B | ||
| Q2 24 | $15.3B | $10.1B |
负债/权益比ALKPPC
| Q1 26 | 1.43× | — | ||
| Q4 25 | 1.17× | 0.84× | ||
| Q3 25 | 1.24× | 0.87× | ||
| Q2 25 | 1.26× | 0.83× | ||
| Q1 25 | 1.16× | 1.02× | ||
| Q4 24 | 1.04× | 0.76× | ||
| Q3 24 | 1.03× | 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 | $229.0M | $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 | 10.2% | 6.2% |
| 现金转化率经营现金流/净利润 | — | 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ALKPPC
| Q1 26 | $229.0M | — | ||
| Q4 25 | $185.0M | $291.2M | ||
| Q3 25 | $229.0M | $458.3M | ||
| Q2 25 | $376.0M | $495.2M | ||
| Q1 25 | $459.0M | $126.9M | ||
| Q4 24 | $274.0M | $349.3M | ||
| Q3 24 | $318.0M | $651.1M | ||
| Q2 24 | $580.0M | $718.6M |
自由现金流ALKPPC
| Q1 26 | — | — | ||
| 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 |
自由现金流率ALKPPC
| Q1 26 | — | — | ||
| 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% |
资本支出强度ALKPPC
| Q1 26 | 10.2% | — | ||
| 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% |
现金转化率ALKPPC
| Q1 26 | — | — | ||
| Q4 25 | 8.81× | 3.31× | ||
| Q3 25 | 3.14× | 1.34× | ||
| Q2 25 | 2.19× | 1.39× | ||
| Q1 25 | — | 0.43× | ||
| Q4 24 | 3.86× | 1.48× | ||
| Q3 24 | 1.35× | 1.86× | ||
| Q2 24 | 2.64× | 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
ALK
| Passenger revenue | $2.9B | 88% |
| Loyalty program other revenue | $227.0M | 7% |
| Cargo and other revenue | $153.0M | 5% |
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% |
