vs
豪瑞（AMRZ）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的季度营收约是豪瑞的1.2倍（$4.5B vs $3.7B），豪瑞净利率更高（14.8% vs 2.2%，领先12.6%），豪瑞同比增速更快（6.6% vs 1.6%）
豪瑞是总部位于瑞士的全球领先建筑材料及骨料供应商，为豪瑞集团旗下核心业务板块。原公司于2015年7月10日与拉法基合并组建拉法基豪瑞，2021年正式更名为豪瑞集团，合并完成后豪瑞品牌仍在集团内正常运营。
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。
AMRZ vs PPC — 直观对比
营收规模更大
PPC
是对方的1.2倍
$3.7B
营收增速更快
AMRZ
高出5.1%
1.6%
净利率更高
AMRZ
高出12.6%
2.2%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.7B | $4.5B |
| 净利润 | $545.0M | $101.5M |
| 毛利率 | 29.6% | 7.6% |
| 营业利润率 | 21.2% | 3.6% |
| 净利率 | 14.8% | 2.2% |
| 营收同比 | 6.6% | 1.6% |
| 净利润同比 | -1.4% | — |
| 每股收益（稀释后） | $0.98 | $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AMRZPPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | — | $4.5B | ||
| Q3 25 | $3.7B | $4.8B | ||
| Q2 25 | $3.2B | $4.8B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | — | $4.4B | ||
| Q3 24 | $3.4B | $4.6B | ||
| Q2 24 | $3.2B | $4.6B |
净利润AMRZPPC
| Q1 26 | — | $101.5M | ||
| Q4 25 | — | $88.0M | ||
| Q3 25 | $545.0M | $342.8M | ||
| Q2 25 | $429.0M | $355.5M | ||
| Q1 25 | — | $296.0M | ||
| Q4 24 | — | $235.9M | ||
| Q3 24 | $553.0M | $349.9M | ||
| Q2 24 | $474.0M | $326.3M |
毛利率AMRZPPC
| Q1 26 | — | 7.6% | ||
| Q4 25 | — | 9.5% | ||
| Q3 25 | 29.6% | 13.9% | ||
| Q2 25 | 30.0% | 15.0% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | 30.2% | 14.9% | ||
| Q2 24 | 30.2% | 15.2% |
营业利润率AMRZPPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | — | 4.5% | ||
| Q3 25 | 21.2% | 10.4% | ||
| Q2 25 | 20.8% | 10.8% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | 24.5% | 11.1% | ||
| Q2 24 | 23.3% | 9.7% |
净利率AMRZPPC
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | 14.8% | 7.2% | ||
| Q2 25 | 13.3% | 7.5% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | 16.0% | 7.6% | ||
| Q2 24 | 14.6% | 7.2% |
每股收益（稀释后）AMRZPPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | — | $0.37 | ||
| Q3 25 | $0.98 | $1.44 | ||
| Q2 25 | $0.78 | $1.49 | ||
| Q1 25 | — | $1.24 | ||
| Q4 24 | — | $1.00 | ||
| Q3 24 | $1.00 | $1.47 | ||
| Q2 24 | $0.86 | $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 | $826.0M | $542.4M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $12.9B | $3.7B |
| 总资产 | $24.0B | $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AMRZPPC
| Q1 26 | — | $542.4M | ||
| Q4 25 | — | $640.2M | ||
| Q3 25 | $826.0M | $612.6M | ||
| Q2 25 | $601.0M | $849.0M | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.3B |
总债务AMRZPPC
| 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AMRZPPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | — | $3.7B | ||
| Q3 25 | $12.9B | $3.5B | ||
| Q2 25 | $12.4B | $3.7B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | $9.8B | $4.2B | ||
| Q2 24 | $9.3B | $3.7B |
总资产AMRZPPC
| Q1 26 | — | $10.2B | ||
| Q4 25 | — | $10.3B | ||
| Q3 25 | $24.0B | $10.0B | ||
| Q2 25 | $23.8B | $10.1B | ||
| Q1 25 | — | $11.0B | ||
| Q4 24 | — | $10.7B | ||
| Q3 24 | — | $10.7B | ||
| Q2 24 | — | $10.1B |
负债/权益比AMRZPPC
| 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 | $854.0M | — |
| 自由现金流经营现金流 - 资本支出 | $669.0M | — |
| 自由现金流率自由现金流/营收 | 18.2% | — |
| 资本支出强度资本支出/营收 | 5.0% | — |
| 现金转化率经营现金流/净利润 | 1.57× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AMRZPPC
| Q1 26 | — | — | ||
| Q4 25 | — | $291.2M | ||
| Q3 25 | $854.0M | $458.3M | ||
| Q2 25 | — | $495.2M | ||
| Q1 25 | — | $126.9M | ||
| Q4 24 | — | $349.3M | ||
| Q3 24 | — | $651.1M | ||
| Q2 24 | — | $718.6M |
自由现金流AMRZPPC
| Q1 26 | — | — | ||
| Q4 25 | — | $10.0M | ||
| Q3 25 | $669.0M | $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AMRZPPC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | 18.2% | 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AMRZPPC
| Q1 26 | — | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | 5.0% | 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AMRZPPC
| Q1 26 | — | — | ||
| Q4 25 | — | 3.31× | ||
| Q3 25 | 1.57× | 1.34× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 0.43× | ||
| Q4 24 | — | 1.48× | ||
| Q3 24 | — | 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
AMRZ
| Building Materials | $2.8B | 75% |
| Building Envelope | $901.0M | 25% |
| Equity Method Investee | $5.0M | 0% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
