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安费诺（APH）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
安费诺的季度营收约是PILGRIMS PRIDE CORP的1.7倍（$7.6B vs $4.5B），安费诺净利率更高（12.4% vs 1.9%，领先10.4%），安费诺同比增速更快（58.4% vs 3.3%），安费诺自由现金流更多（$831.2M vs $10.0M），过去两年安费诺的营收复合增速更高（45.3% vs 1.8%）
安费诺是一家总部位于美国的电子零部件制造企业，核心产品涵盖电子连接器、光纤连接器、同轴电缆等各类线缆及互连系统，是全球互连解决方案领域的主流供应商，品牌名称源自其前身American Phenolic Corp的名称缩写组合。
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。
APH vs PPC — 直观对比
营收规模更大
APH
是对方的1.7倍
$4.5B
营收增速更快
APH
高出55.1%
3.3%
净利率更高
APH
高出10.4%
1.9%
自由现金流更多
APH
多$821.2M
$10.0M
两年增速更快
APH
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $7.6B | $4.5B |
| 净利润 | $943.3M | $88.0M |
| 毛利率 | 36.7% | 9.5% |
| 营业利润率 | 24.0% | 4.5% |
| 净利率 | 12.4% | 1.9% |
| 营收同比 | 58.4% | 3.3% |
| 净利润同比 | 26.8% | -62.7% |
| 每股收益（稀释后） | $0.72 | $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APHPPC
| Q1 26 | $7.6B | — | ||
| Q4 25 | $6.4B | $4.5B | ||
| Q3 25 | $6.2B | $4.8B | ||
| Q2 25 | $5.7B | $4.8B | ||
| Q1 25 | $4.8B | $4.5B | ||
| Q4 24 | $4.3B | $4.4B | ||
| Q3 24 | $4.0B | $4.6B | ||
| Q2 24 | $3.6B | $4.6B |
净利润APHPPC
| Q1 26 | $943.3M | — | ||
| Q4 25 | $1.2B | $88.0M | ||
| Q3 25 | $1.2B | $342.8M | ||
| Q2 25 | $1.1B | $355.5M | ||
| Q1 25 | $737.8M | $296.0M | ||
| Q4 24 | $746.1M | $235.9M | ||
| Q3 24 | $604.4M | $349.9M | ||
| Q2 24 | $524.8M | $326.3M |
毛利率APHPPC
| Q1 26 | 36.7% | — | ||
| Q4 25 | 38.2% | 9.5% | ||
| Q3 25 | 38.1% | 13.9% | ||
| Q2 25 | 36.3% | 15.0% | ||
| Q1 25 | 34.2% | 12.4% | ||
| Q4 24 | 34.3% | 12.7% | ||
| Q3 24 | 33.6% | 14.9% | ||
| Q2 24 | 33.6% | 15.2% |
营业利润率APHPPC
| Q1 26 | 24.0% | — | ||
| Q4 25 | 26.8% | 4.5% | ||
| Q3 25 | 27.5% | 10.4% | ||
| Q2 25 | 25.1% | 10.8% | ||
| Q1 25 | 21.3% | 9.1% | ||
| Q4 24 | 22.1% | 7.0% | ||
| Q3 24 | 20.3% | 11.1% | ||
| Q2 24 | 19.4% | 9.7% |
净利率APHPPC
| Q1 26 | 12.4% | — | ||
| Q4 25 | 18.6% | 1.9% | ||
| Q3 25 | 20.1% | 7.2% | ||
| Q2 25 | 19.3% | 7.5% | ||
| Q1 25 | 15.3% | 6.6% | ||
| Q4 24 | 17.3% | 5.4% | ||
| Q3 24 | 15.0% | 7.6% | ||
| Q2 24 | 14.5% | 7.2% |
每股收益（稀释后）APHPPC
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.93 | $0.37 | ||
| Q3 25 | $0.97 | $1.44 | ||
| Q2 25 | $0.86 | $1.49 | ||
| Q1 25 | $0.58 | $1.24 | ||
| Q4 24 | $0.16 | $1.00 | ||
| Q3 24 | $0.48 | $1.47 | ||
| Q2 24 | $0.41 | $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 | $4.6B | $640.2M |
| 总债务越低越好 | $18.7B | $3.1B |
| 股东权益账面价值 | $14.1B | $3.7B |
| 总资产 | $42.1B | $10.3B |
| 负债/权益比越低杠杆越低 | 1.33× | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资APHPPC
| Q1 26 | $4.6B | — | ||
| Q4 25 | $11.4B | $640.2M | ||
| Q3 25 | $3.9B | $612.6M | ||
| Q2 25 | $3.2B | $849.0M | ||
| Q1 25 | $1.7B | $2.1B | ||
| Q4 24 | $3.3B | $2.0B | ||
| Q3 24 | $1.6B | $1.9B | ||
| Q2 24 | $1.3B | $1.3B |
总债务APHPPC
| Q1 26 | $18.7B | — | ||
| Q4 25 | $14.6B | $3.1B | ||
| Q3 25 | $7.1B | $3.1B | ||
| Q2 25 | $7.1B | $3.1B | ||
| Q1 25 | $6.8B | $3.2B | ||
| Q4 24 | $6.5B | $3.2B | ||
| Q3 24 | $5.1B | $3.2B | ||
| Q2 24 | $5.0B | $3.2B |
股东权益APHPPC
| Q1 26 | $14.1B | — | ||
| Q4 25 | $13.4B | $3.7B | ||
| Q3 25 | $12.5B | $3.5B | ||
| Q2 25 | $11.5B | $3.7B | ||
| Q1 25 | $10.3B | $3.1B | ||
| Q4 24 | $9.8B | $4.2B | ||
| Q3 24 | $9.5B | $4.2B | ||
| Q2 24 | $9.0B | $3.7B |
总资产APHPPC
| Q1 26 | $42.1B | — | ||
| Q4 25 | $36.2B | $10.3B | ||
| Q3 25 | $27.1B | $10.0B | ||
| Q2 25 | $25.7B | $10.1B | ||
| Q1 25 | $22.9B | $11.0B | ||
| Q4 24 | $21.4B | $10.7B | ||
| Q3 24 | $19.6B | $10.7B | ||
| Q2 24 | $18.6B | $10.1B |
负债/权益比APHPPC
| Q1 26 | 1.33× | — | ||
| Q4 25 | 1.09× | 0.84× | ||
| Q3 25 | 0.57× | 0.87× | ||
| Q2 25 | 0.62× | 0.83× | ||
| Q1 25 | 0.66× | 1.02× | ||
| Q4 24 | 0.66× | 0.76× | ||
| Q3 24 | 0.54× | 0.76× | ||
| Q2 24 | 0.56× | 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 | $1.1B | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $831.2M | $10.0M |
| 自由现金流率自由现金流/营收 | 10.9% | 0.2% |
| 资本支出强度资本支出/营收 | 3.8% | 6.2% |
| 现金转化率经营现金流/净利润 | 1.19× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $4.6B | $653.1M |
8季度趋势，按日历期对齐
经营现金流APHPPC
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.7B | $291.2M | ||
| Q3 25 | $1.5B | $458.3M | ||
| Q2 25 | $1.4B | $495.2M | ||
| Q1 25 | $764.9M | $126.9M | ||
| Q4 24 | $847.1M | $349.3M | ||
| Q3 24 | $704.0M | $651.1M | ||
| Q2 24 | $664.1M | $718.6M |
自由现金流APHPPC
| Q1 26 | $831.2M | — | ||
| Q4 25 | $1.5B | $10.0M | ||
| Q3 25 | $1.2B | $275.9M | ||
| Q2 25 | $1.1B | $339.1M | ||
| Q1 25 | $576.3M | $28.1M | ||
| Q4 24 | $647.3M | $176.6M | ||
| Q3 24 | $474.0M | $565.3M | ||
| Q2 24 | $522.8M | $617.7M |
自由现金流率APHPPC
| Q1 26 | 10.9% | — | ||
| Q4 25 | 22.8% | 0.2% | ||
| Q3 25 | 19.6% | 5.8% | ||
| Q2 25 | 19.8% | 7.1% | ||
| Q1 25 | 12.0% | 0.6% | ||
| Q4 24 | 15.0% | 4.0% | ||
| Q3 24 | 11.7% | 12.3% | ||
| Q2 24 | 14.5% | 13.5% |
资本支出强度APHPPC
| Q1 26 | 3.8% | — | ||
| Q4 25 | 3.9% | 6.2% | ||
| Q3 25 | 4.2% | 3.8% | ||
| Q2 25 | 5.3% | 3.3% | ||
| Q1 25 | 3.9% | 2.2% | ||
| Q4 24 | 4.6% | 4.0% | ||
| Q3 24 | 5.7% | 1.9% | ||
| Q2 24 | 3.9% | 2.2% |
现金转化率APHPPC
| Q1 26 | 1.19× | — | ||
| Q4 25 | 1.44× | 3.31× | ||
| Q3 25 | 1.18× | 1.34× | ||
| Q2 25 | 1.30× | 1.39× | ||
| Q1 25 | 1.04× | 0.43× | ||
| Q4 24 | 1.14× | 1.48× | ||
| Q3 24 | 1.16× | 1.86× | ||
| Q2 24 | 1.27× | 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
APH
| Communications Solutions | $4.5B | 60% |
| Harsh Environment Solutions | $1.7B | 22% |
| Interconnect and Sensor Systems | $1.4B | 18% |
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% |
