vs
奥托立夫（ALV）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的季度营收约是奥托立夫的1.6倍（$4.5B vs $2.8B），奥托立夫净利率更高（8.0% vs 2.2%，领先5.8%），奥托立夫同比增速更快（7.7% vs 1.6%），过去两年奥托立夫的营收复合增速更高（3.8% vs -0.3%）
奥托立夫是美瑞合资的汽车安全供应商，总部位于瑞典斯德哥尔摩，在美国特拉华州注册成立，是全球最大的汽车安全系统供应商，主营安全气囊、安全带、方向盘等产品，为全球各大汽车制造商供货。品牌名由代表汽车的“auto”与瑞典语中意为“生命”的“liv”组合而成。
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。
ALV 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
ALV
高出6.2%
1.6%
净利率更高
ALV
高出5.8%
2.2%
两年增速更快
ALV
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $4.5B |
| 净利润 | $226.0M | $101.5M |
| 毛利率 | 20.3% | 7.6% |
| 营业利润率 | 11.4% | 3.6% |
| 净利率 | 8.0% | 2.2% |
| 营收同比 | 7.7% | 1.6% |
| 净利润同比 | -7.4% | — |
| 每股收益（稀释后） | $2.97 | $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ALVPPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | $2.8B | $4.5B | ||
| Q3 25 | $2.7B | $4.8B | ||
| Q2 25 | $2.7B | $4.8B | ||
| Q1 25 | $2.6B | $4.5B | ||
| Q4 24 | $2.6B | $4.4B | ||
| Q3 24 | $2.6B | $4.6B | ||
| Q2 24 | $2.6B | $4.6B |
净利润ALVPPC
| Q1 26 | — | $101.5M | ||
| Q4 25 | $226.0M | $88.0M | ||
| Q3 25 | $175.0M | $342.8M | ||
| Q2 25 | $167.0M | $355.5M | ||
| Q1 25 | $167.0M | $296.0M | ||
| Q4 24 | $244.0M | $235.9M | ||
| Q3 24 | $138.0M | $349.9M | ||
| Q2 24 | $138.0M | $326.3M |
毛利率ALVPPC
| Q1 26 | — | 7.6% | ||
| Q4 25 | 20.3% | 9.5% | ||
| Q3 25 | 19.3% | 13.9% | ||
| Q2 25 | 18.5% | 15.0% | ||
| Q1 25 | 18.5% | 12.4% | ||
| Q4 24 | 21.0% | 12.7% | ||
| Q3 24 | 18.0% | 14.9% | ||
| Q2 24 | 18.2% | 15.2% |
营业利润率ALVPPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | 11.4% | 4.5% | ||
| Q3 25 | 9.9% | 10.4% | ||
| Q2 25 | 9.1% | 10.8% | ||
| Q1 25 | 9.9% | 9.1% | ||
| Q4 24 | 13.5% | 7.0% | ||
| Q3 24 | 8.8% | 11.1% | ||
| Q2 24 | 7.9% | 9.7% |
净利率ALVPPC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 8.0% | 1.9% | ||
| Q3 25 | 6.5% | 7.2% | ||
| Q2 25 | 6.2% | 7.5% | ||
| Q1 25 | 6.5% | 6.6% | ||
| Q4 24 | 9.3% | 5.4% | ||
| Q3 24 | 5.4% | 7.6% | ||
| Q2 24 | 5.3% | 7.2% |
每股收益（稀释后）ALVPPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | $2.97 | $0.37 | ||
| Q3 25 | $2.28 | $1.44 | ||
| Q2 25 | $2.16 | $1.49 | ||
| Q1 25 | $2.14 | $1.24 | ||
| Q4 24 | $3.07 | $1.00 | ||
| Q3 24 | $1.74 | $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 | $604.0M | $542.4M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $2.6B | $3.7B |
| 总资产 | $8.6B | $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ALVPPC
| Q1 26 | — | $542.4M | ||
| Q4 25 | $604.0M | $640.2M | ||
| Q3 25 | $225.0M | $612.6M | ||
| Q2 25 | $237.0M | $849.0M | ||
| Q1 25 | $322.0M | $2.1B | ||
| Q4 24 | $330.0M | $2.0B | ||
| Q3 24 | $415.0M | $1.9B | ||
| Q2 24 | $408.0M | $1.3B |
总债务ALVPPC
| 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ALVPPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $2.6B | $3.7B | ||
| Q3 25 | $2.5B | $3.5B | ||
| Q2 25 | $2.5B | $3.7B | ||
| Q1 25 | $2.4B | $3.1B | ||
| Q4 24 | $2.3B | $4.2B | ||
| Q3 24 | $2.3B | $4.2B | ||
| Q2 24 | $2.3B | $3.7B |
总资产ALVPPC
| Q1 26 | — | $10.2B | ||
| Q4 25 | $8.6B | $10.3B | ||
| Q3 25 | $8.5B | $10.0B | ||
| Q2 25 | $8.5B | $10.1B | ||
| Q1 25 | $8.1B | $11.0B | ||
| Q4 24 | $7.8B | $10.7B | ||
| Q3 24 | $8.3B | $10.7B | ||
| Q2 24 | $8.0B | $10.1B |
负债/权益比ALVPPC
| 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 | $544.0M | — |
| 自由现金流经营现金流 - 资本支出 | $426.0M | — |
| 自由现金流率自由现金流/营收 | 15.1% | — |
| 资本支出强度资本支出/营收 | 4.2% | — |
| 现金转化率经营现金流/净利润 | 2.41× | — |
| 过去12个月自由现金流最近4个季度 | $716.0M | — |
8季度趋势，按日历期对齐
经营现金流ALVPPC
| Q1 26 | — | — | ||
| Q4 25 | $544.0M | $291.2M | ||
| Q3 25 | $258.0M | $458.3M | ||
| Q2 25 | $278.0M | $495.2M | ||
| Q1 25 | $77.0M | $126.9M | ||
| Q4 24 | $420.0M | $349.3M | ||
| Q3 24 | $177.0M | $651.1M | ||
| Q2 24 | $340.0M | $718.6M |
自由现金流ALVPPC
| Q1 26 | — | — | ||
| Q4 25 | $426.0M | $10.0M | ||
| Q3 25 | $152.0M | $275.9M | ||
| Q2 25 | $163.0M | $339.1M | ||
| Q1 25 | $-25.0M | $28.1M | ||
| Q4 24 | $281.0M | $176.6M | ||
| Q3 24 | $31.0M | $565.3M | ||
| Q2 24 | $186.0M | $617.7M |
自由现金流率ALVPPC
| Q1 26 | — | — | ||
| Q4 25 | 15.1% | 0.2% | ||
| Q3 25 | 5.6% | 5.8% | ||
| Q2 25 | 6.0% | 7.1% | ||
| Q1 25 | -1.0% | 0.6% | ||
| Q4 24 | 10.7% | 4.0% | ||
| Q3 24 | 1.2% | 12.3% | ||
| Q2 24 | 7.1% | 13.5% |
资本支出强度ALVPPC
| Q1 26 | — | — | ||
| Q4 25 | 4.2% | 6.2% | ||
| Q3 25 | 3.9% | 3.8% | ||
| Q2 25 | 4.2% | 3.3% | ||
| Q1 25 | 4.0% | 2.2% | ||
| Q4 24 | 5.3% | 4.0% | ||
| Q3 24 | 5.7% | 1.9% | ||
| Q2 24 | 5.9% | 2.2% |
现金转化率ALVPPC
| Q1 26 | — | — | ||
| Q4 25 | 2.41× | 3.31× | ||
| Q3 25 | 1.47× | 1.34× | ||
| Q2 25 | 1.66× | 1.39× | ||
| Q1 25 | 0.46× | 0.43× | ||
| Q4 24 | 1.72× | 1.48× | ||
| Q3 24 | 1.28× | 1.86× | ||
| Q2 24 | 2.46× | 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
ALV
暂无分部数据
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
