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爱玛客（ARMK）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
爱玛客的季度营收约是PILGRIMS PRIDE CORP的1.1倍（$4.8B vs $4.5B），爱玛客净利率更高（2.0% vs 1.9%，领先0.0%），爱玛客同比增速更快（6.1% vs 3.3%），PILGRIMS PRIDE CORP自由现金流更多（$10.0M vs $-904.4M），过去两年爱玛客的营收复合增速更高（7.3% vs 1.8%）
爱玛客是美国知名的餐饮服务与设施管理服务商，服务覆盖教育、司法监管、医疗、企业、休闲文旅等多个领域，业务遍布北美地区及英国、德国、智利、爱尔兰、西班牙在内的14个国家，为各场景客户提供专业后勤支持解决方案。
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。
ARMK vs PPC — 直观对比
营收规模更大
ARMK
是对方的1.1倍
$4.5B
营收增速更快
ARMK
高出2.8%
3.3%
净利率更高
ARMK
高出0.0%
1.9%
自由现金流更多
PPC
多$914.4M
$-904.4M
两年增速更快
ARMK
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.8B | $4.5B |
| 净利润 | $96.2M | $88.0M |
| 毛利率 | — | 9.5% |
| 营业利润率 | 4.5% | 4.5% |
| 净利率 | 2.0% | 1.9% |
| 营收同比 | 6.1% | 3.3% |
| 净利润同比 | -9.0% | -62.7% |
| 每股收益（稀释后） | $0.36 | $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ARMKPPC
| Q1 26 | $4.8B | — | ||
| Q4 25 | $5.0B | $4.5B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | $4.6B | $4.8B | ||
| Q1 25 | $4.3B | $4.5B | ||
| Q4 24 | $4.6B | $4.4B | ||
| Q3 24 | $4.4B | $4.6B | ||
| Q2 24 | $4.4B | $4.6B |
净利润ARMKPPC
| Q1 26 | $96.2M | — | ||
| Q4 25 | $87.1M | $88.0M | ||
| Q3 25 | — | $342.8M | ||
| Q2 25 | $71.8M | $355.5M | ||
| Q1 25 | $61.9M | $296.0M | ||
| Q4 24 | $105.6M | $235.9M | ||
| Q3 24 | $122.4M | $349.9M | ||
| Q2 24 | $58.1M | $326.3M |
毛利率ARMKPPC
| 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ARMKPPC
| Q1 26 | 4.5% | — | ||
| Q4 25 | 4.3% | 4.5% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | 3.9% | 10.8% | ||
| Q1 25 | 4.1% | 9.1% | ||
| Q4 24 | 4.8% | 7.0% | ||
| Q3 24 | 5.0% | 11.1% | ||
| Q2 24 | 3.7% | 9.7% |
净利率ARMKPPC
| Q1 26 | 2.0% | — | ||
| Q4 25 | 1.7% | 1.9% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | 1.6% | 7.5% | ||
| Q1 25 | 1.4% | 6.6% | ||
| Q4 24 | 2.3% | 5.4% | ||
| Q3 24 | 2.8% | 7.6% | ||
| Q2 24 | 1.3% | 7.2% |
每股收益（稀释后）ARMKPPC
| Q1 26 | $0.36 | — | ||
| Q4 25 | $0.33 | $0.37 | ||
| Q3 25 | — | $1.44 | ||
| Q2 25 | $0.27 | $1.49 | ||
| Q1 25 | $0.23 | $1.24 | ||
| Q4 24 | $0.39 | $1.00 | ||
| Q3 24 | $0.46 | $1.47 | ||
| Q2 24 | $0.22 | $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 | $439.6M | $640.2M |
| 总债务越低越好 | $6.2B | $3.1B |
| 股东权益账面价值 | $3.2B | $3.7B |
| 总资产 | $13.5B | $10.3B |
| 负债/权益比越低杠杆越低 | 1.94× | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资ARMKPPC
| Q1 26 | $439.6M | — | ||
| Q4 25 | $639.1M | $640.2M | ||
| Q3 25 | — | $612.6M | ||
| Q2 25 | $501.5M | $849.0M | ||
| Q1 25 | $920.5M | $2.1B | ||
| Q4 24 | $484.1M | $2.0B | ||
| Q3 24 | $672.5M | $1.9B | ||
| Q2 24 | $436.1M | $1.3B |
总债务ARMKPPC
| Q1 26 | $6.2B | — | ||
| Q4 25 | $5.4B | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $6.3B | $3.1B | ||
| Q1 25 | $6.1B | $3.2B | ||
| Q4 24 | $5.0B | $3.2B | ||
| Q3 24 | $4.3B | $3.2B | ||
| Q2 24 | $5.0B | $3.2B |
股东权益ARMKPPC
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $3.7B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | $3.1B | $3.7B | ||
| Q1 25 | $3.0B | $3.1B | ||
| Q4 24 | $3.1B | $4.2B | ||
| Q3 24 | $3.0B | $4.2B | ||
| Q2 24 | $2.9B | $3.7B |
总资产ARMKPPC
| Q1 26 | $13.5B | — | ||
| Q4 25 | $13.3B | $10.3B | ||
| Q3 25 | — | $10.0B | ||
| Q2 25 | $13.3B | $10.1B | ||
| Q1 25 | $13.5B | $11.0B | ||
| Q4 24 | $12.7B | $10.7B | ||
| Q3 24 | $12.7B | $10.7B | ||
| Q2 24 | $12.5B | $10.1B |
负债/权益比ARMKPPC
| Q1 26 | 1.94× | — | ||
| Q4 25 | 1.71× | 0.84× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | 2.03× | 0.83× | ||
| Q1 25 | 2.02× | 1.02× | ||
| Q4 24 | 1.61× | 0.76× | ||
| Q3 24 | 1.42× | 0.76× | ||
| Q2 24 | 1.71× | 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 | $-782.2M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $-904.4M | $10.0M |
| 自由现金流率自由现金流/营收 | -18.7% | 0.2% |
| 资本支出强度资本支出/营收 | 2.5% | 6.2% |
| 现金转化率经营现金流/净利润 | -8.13× | 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ARMKPPC
| Q1 26 | $-782.2M | — | ||
| Q4 25 | — | $291.2M | ||
| Q3 25 | — | $458.3M | ||
| Q2 25 | $76.7M | $495.2M | ||
| Q1 25 | $255.9M | $126.9M | ||
| Q4 24 | $-587.2M | $349.3M | ||
| Q3 24 | $1.0B | $651.1M | ||
| Q2 24 | $140.7M | $718.6M |
自由现金流ARMKPPC
| Q1 26 | $-904.4M | — | ||
| Q4 25 | — | $10.0M | ||
| Q3 25 | — | $275.9M | ||
| Q2 25 | $-34.7M | $339.1M | ||
| Q1 25 | $140.1M | $28.1M | ||
| Q4 24 | $-707.0M | $176.6M | ||
| Q3 24 | $882.3M | $565.3M | ||
| Q2 24 | $55.6M | $617.7M |
自由现金流率ARMKPPC
| Q1 26 | -18.7% | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | -0.8% | 7.1% | ||
| Q1 25 | 3.3% | 0.6% | ||
| Q4 24 | -15.5% | 4.0% | ||
| Q3 24 | 20.0% | 12.3% | ||
| Q2 24 | 1.3% | 13.5% |
资本支出强度ARMKPPC
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.8% | 6.2% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | 2.4% | 3.3% | ||
| Q1 25 | 2.7% | 2.2% | ||
| Q4 24 | 2.6% | 4.0% | ||
| Q3 24 | 3.2% | 1.9% | ||
| Q2 24 | 1.9% | 2.2% |
现金转化率ARMKPPC
| Q1 26 | -8.13× | — | ||
| Q4 25 | — | 3.31× | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | 1.07× | 1.39× | ||
| Q1 25 | 4.14× | 0.43× | ||
| Q4 24 | -5.56× | 1.48× | ||
| Q3 24 | 8.35× | 1.86× | ||
| Q2 24 | 2.42× | 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
ARMK
| Education | $1.1B | 22% |
| Sports Leisure Corrections | $961.2M | 20% |
| Food And Support Services International | $847.8M | 18% |
| Other | $621.6M | 13% |
| Businessand Industry | $510.6M | 11% |
| Health Care | $421.3M | 9% |
| Facility Services | $382.9M | 8% |
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% |
