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美国铁塔（AMT）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的季度营收约是美国铁塔的1.7倍（$4.5B vs $2.7B），美国铁塔净利率更高（110.1% vs 1.9%，领先108.2%），美国铁塔同比增速更快（6.8% vs 3.3%），美国铁塔自由现金流更多（$941.0M vs $10.0M），过去两年美国铁塔的营收复合增速更高（3.7% vs 1.8%）
美国铁塔是全球规模最大的房地产投资信托基金（REIT）之一，作为领先的独立多租户通信地产持有、运营及开发商，目前在全球范围内拥有约21.9万个通信站点，为全球通信产业提供可靠的基础设施支持。
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。
AMT vs PPC — 直观对比
营收规模更大
PPC
是对方的1.7倍
$2.7B
营收增速更快
AMT
高出3.5%
3.3%
净利率更高
AMT
高出108.2%
1.9%
自由现金流更多
AMT
多$931.0M
$10.0M
两年增速更快
AMT
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $4.5B |
| 净利润 | $3.0B | $88.0M |
| 毛利率 | — | 9.5% |
| 营业利润率 | 0.0% | 4.5% |
| 净利率 | 110.1% | 1.9% |
| 营收同比 | 6.8% | 3.3% |
| 净利润同比 | -2.6% | -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AMTPPC
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $4.5B | ||
| Q3 25 | $2.7B | $4.8B | ||
| Q2 25 | $2.6B | $4.8B | ||
| Q1 25 | $2.6B | $4.5B | ||
| Q4 24 | $2.5B | $4.4B | ||
| Q3 24 | $2.5B | $4.6B | ||
| Q2 24 | $2.5B | $4.6B |
净利润AMTPPC
| Q1 26 | $3.0B | — | ||
| Q4 25 | $836.8M | $88.0M | ||
| Q3 25 | $912.6M | $342.8M | ||
| Q2 25 | $380.5M | $355.5M | ||
| Q1 25 | $498.6M | $296.0M | ||
| Q4 24 | $1.2B | $235.9M | ||
| Q3 24 | $-780.4M | $349.9M | ||
| Q2 24 | $908.4M | $326.3M |
毛利率AMTPPC
| 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AMTPPC
| Q1 26 | 0.0% | — | ||
| Q4 25 | 42.4% | 4.5% | ||
| Q3 25 | 45.4% | 10.4% | ||
| Q2 25 | 45.6% | 10.8% | ||
| Q1 25 | 48.9% | 9.1% | ||
| Q4 24 | 42.4% | 7.0% | ||
| Q3 24 | 45.2% | 11.1% | ||
| Q2 24 | 45.4% | 9.7% |
净利率AMTPPC
| Q1 26 | 110.1% | — | ||
| Q4 25 | 30.6% | 1.9% | ||
| Q3 25 | 33.6% | 7.2% | ||
| Q2 25 | 14.5% | 7.5% | ||
| Q1 25 | 19.5% | 6.6% | ||
| Q4 24 | 48.3% | 5.4% | ||
| Q3 24 | -30.9% | 7.6% | ||
| Q2 24 | 35.7% | 7.2% |
每股收益（稀释后）AMTPPC
| Q1 26 | — | — | ||
| Q4 25 | $1.76 | $0.37 | ||
| Q3 25 | $1.82 | $1.44 | ||
| Q2 25 | $0.78 | $1.49 | ||
| Q1 25 | $1.04 | $1.24 | ||
| Q4 24 | $2.63 | $1.00 | ||
| Q3 24 | $-1.69 | $1.47 | ||
| Q2 24 | $1.92 | $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 | $1.6B | $640.2M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $10.2B | $3.7B |
| 总资产 | — | $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AMTPPC
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.5B | $640.2M | ||
| Q3 25 | $2.0B | $612.6M | ||
| Q2 25 | $2.1B | $849.0M | ||
| Q1 25 | $2.1B | $2.1B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $2.2B | $1.9B | ||
| Q2 24 | $2.2B | $1.3B |
总债务AMTPPC
| Q1 26 | — | — | ||
| Q4 25 | $33.8B | $3.1B | ||
| Q3 25 | $34.9B | $3.1B | ||
| Q2 25 | $35.2B | $3.1B | ||
| Q1 25 | $34.0B | $3.2B | ||
| Q4 24 | $32.8B | $3.2B | ||
| Q3 24 | $33.4B | $3.2B | ||
| Q2 24 | $35.6B | $3.2B |
股东权益AMTPPC
| Q1 26 | $10.2B | — | ||
| Q4 25 | $3.7B | $3.7B | ||
| Q3 25 | $4.0B | $3.5B | ||
| Q2 25 | $3.7B | $3.7B | ||
| Q1 25 | $3.5B | $3.1B | ||
| Q4 24 | $3.4B | $4.2B | ||
| Q3 24 | $3.6B | $4.2B | ||
| Q2 24 | $3.9B | $3.7B |
总资产AMTPPC
| Q1 26 | — | — | ||
| Q4 25 | $63.2B | $10.3B | ||
| Q3 25 | $63.9B | $10.0B | ||
| Q2 25 | $63.8B | $10.1B | ||
| Q1 25 | $62.1B | $11.0B | ||
| Q4 24 | $61.1B | $10.7B | ||
| Q3 24 | $62.8B | $10.7B | ||
| Q2 24 | $65.8B | $10.1B |
负债/权益比AMTPPC
| Q1 26 | — | — | ||
| Q4 25 | 9.26× | 0.84× | ||
| Q3 25 | 8.82× | 0.87× | ||
| Q2 25 | 9.48× | 0.83× | ||
| Q1 25 | 9.63× | 1.02× | ||
| Q4 24 | 9.70× | 0.76× | ||
| Q3 24 | 9.16× | 0.76× | ||
| Q2 24 | 9.24× | 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 | — | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $941.0M | $10.0M |
| 自由现金流率自由现金流/营收 | 34.4% | 0.2% |
| 资本支出强度资本支出/营收 | 16.8% | 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 | $6.7B | $653.1M |
8季度趋势，按日历期对齐
经营现金流AMTPPC
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | $291.2M | ||
| Q3 25 | $1.5B | $458.3M | ||
| Q2 25 | $1.3B | $495.2M | ||
| Q1 25 | $1.3B | $126.9M | ||
| Q4 24 | $5.3B | $349.3M | ||
| Q3 24 | $1.5B | $651.1M | ||
| Q2 24 | $1.3B | $718.6M |
自由现金流AMTPPC
| Q1 26 | $941.0M | — | ||
| Q4 25 | $3.8B | $10.0M | ||
| Q3 25 | $994.5M | $275.9M | ||
| Q2 25 | $976.9M | $339.1M | ||
| Q1 25 | $963.9M | $28.1M | ||
| Q4 24 | $3.7B | $176.6M | ||
| Q3 24 | $1.0B | $565.3M | ||
| Q2 24 | $1.0B | $617.7M |
自由现金流率AMTPPC
| Q1 26 | 34.4% | — | ||
| Q4 25 | 138.2% | 0.2% | ||
| Q3 25 | 36.6% | 5.8% | ||
| Q2 25 | 37.2% | 7.1% | ||
| Q1 25 | 37.6% | 0.6% | ||
| Q4 24 | 145.3% | 4.0% | ||
| Q3 24 | 41.4% | 12.3% | ||
| Q2 24 | 39.8% | 13.5% |
资本支出强度AMTPPC
| Q1 26 | 16.8% | — | ||
| Q4 25 | 61.4% | 6.2% | ||
| Q3 25 | 17.1% | 3.8% | ||
| Q2 25 | 11.6% | 3.3% | ||
| Q1 25 | 12.9% | 2.2% | ||
| Q4 24 | 62.4% | 4.0% | ||
| Q3 24 | 16.8% | 1.9% | ||
| Q2 24 | 12.8% | 2.2% |
现金转化率AMTPPC
| Q1 26 | — | — | ||
| Q4 25 | 6.53× | 3.31× | ||
| Q3 25 | 1.60× | 1.34× | ||
| Q2 25 | 3.37× | 1.39× | ||
| Q1 25 | 2.60× | 0.43× | ||
| Q4 24 | 4.30× | 1.48× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | 1.47× | 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
AMT
暂无分部数据
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% |
