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艾利丹尼森（AVY）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的季度营收约是艾利丹尼森的2.0倍（$4.5B vs $2.3B），艾利丹尼森净利率更高（7.3% vs 1.9%，领先5.4%），艾利丹尼森同比增速更快（7.0% vs 3.3%），艾利丹尼森自由现金流更多（$104.4M vs $10.0M），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（1.8% vs 1.4%）
艾利丹尼森是总部位于美国俄亥俄州门托市的财富500强跨国企业，专业从事压敏胶材料、服装品牌标签吊牌、RFID嵌体及特种医疗产品的生产与分销，业务覆盖全球多个主要市场。
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。
AVY vs PPC — 直观对比
营收规模更大
PPC
是对方的2.0倍
$2.3B
营收增速更快
AVY
高出3.7%
3.3%
净利率更高
AVY
高出5.4%
1.9%
自由现金流更多
AVY
多$94.4M
$10.0M
两年增速更快
PPC
近两年复合增速
1.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $4.5B |
| 净利润 | $168.1M | $88.0M |
| 毛利率 | 28.9% | 9.5% |
| 营业利润率 | 10.7% | 4.5% |
| 净利率 | 7.3% | 1.9% |
| 营收同比 | 7.0% | 3.3% |
| 净利润同比 | 1.1% | -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AVYPPC
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $4.5B | ||
| Q3 25 | $2.2B | $4.8B | ||
| Q2 25 | $2.2B | $4.8B | ||
| Q1 25 | $2.1B | $4.5B | ||
| Q4 24 | $2.2B | $4.4B | ||
| Q3 24 | $2.2B | $4.6B | ||
| Q2 24 | $2.2B | $4.6B |
净利润AVYPPC
| Q1 26 | $168.1M | — | ||
| Q4 25 | $166.4M | $88.0M | ||
| Q3 25 | $166.3M | $342.8M | ||
| Q2 25 | $189.0M | $355.5M | ||
| Q1 25 | $166.3M | $296.0M | ||
| Q4 24 | $174.0M | $235.9M | ||
| Q3 24 | $181.7M | $349.9M | ||
| Q2 24 | $176.8M | $326.3M |
毛利率AVYPPC
| Q1 26 | 28.9% | — | ||
| Q4 25 | 28.7% | 9.5% | ||
| Q3 25 | 28.7% | 13.9% | ||
| Q2 25 | 28.8% | 15.0% | ||
| Q1 25 | 28.9% | 12.4% | ||
| Q4 24 | 27.9% | 12.7% | ||
| Q3 24 | 28.7% | 14.9% | ||
| Q2 24 | 29.6% | 15.2% |
营业利润率AVYPPC
| Q1 26 | 10.7% | — | ||
| Q4 25 | 9.1% | 4.5% | ||
| Q3 25 | 10.6% | 10.4% | ||
| Q2 25 | 11.5% | 10.8% | ||
| Q1 25 | 10.6% | 9.1% | ||
| Q4 24 | 11.0% | 7.0% | ||
| Q3 24 | 11.0% | 11.1% | ||
| Q2 24 | 10.7% | 9.7% |
净利率AVYPPC
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.3% | 1.9% | ||
| Q3 25 | 7.5% | 7.2% | ||
| Q2 25 | 8.5% | 7.5% | ||
| Q1 25 | 7.7% | 6.6% | ||
| Q4 24 | 8.0% | 5.4% | ||
| Q3 24 | 8.3% | 7.6% | ||
| Q2 24 | 7.9% | 7.2% |
每股收益（稀释后）AVYPPC
| Q1 26 | — | — | ||
| Q4 25 | $2.16 | $0.37 | ||
| Q3 25 | $2.13 | $1.44 | ||
| Q2 25 | $2.41 | $1.49 | ||
| Q1 25 | $2.09 | $1.24 | ||
| Q4 24 | $2.17 | $1.00 | ||
| Q3 24 | $2.25 | $1.47 | ||
| Q2 24 | $2.18 | $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 | $255.1M | $640.2M |
| 总债务越低越好 | $3.2B | $3.1B |
| 股东权益账面价值 | $2.3B | $3.7B |
| 总资产 | $9.0B | $10.3B |
| 负债/权益比越低杠杆越低 | 1.38× | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资AVYPPC
| Q1 26 | $255.1M | — | ||
| Q4 25 | $202.8M | $640.2M | ||
| Q3 25 | $536.3M | $612.6M | ||
| Q2 25 | $215.9M | $849.0M | ||
| Q1 25 | $195.9M | $2.1B | ||
| Q4 24 | $329.1M | $2.0B | ||
| Q3 24 | $212.7M | $1.9B | ||
| Q2 24 | $208.8M | $1.3B |
总债务AVYPPC
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $3.1B | ||
| Q3 25 | $3.2B | $3.1B | ||
| Q2 25 | $2.6B | $3.1B | ||
| Q1 25 | $2.6B | $3.2B | ||
| Q4 24 | $2.6B | $3.2B | ||
| Q3 24 | $2.0B | $3.2B | ||
| Q2 24 | $2.0B | $3.2B |
股东权益AVYPPC
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.2B | $3.7B | ||
| Q3 25 | $2.2B | $3.5B | ||
| Q2 25 | $2.2B | $3.7B | ||
| Q1 25 | $2.2B | $3.1B | ||
| Q4 24 | $2.3B | $4.2B | ||
| Q3 24 | $2.4B | $4.2B | ||
| Q2 24 | $2.3B | $3.7B |
总资产AVYPPC
| Q1 26 | $9.0B | — | ||
| Q4 25 | $8.8B | $10.3B | ||
| Q3 25 | $8.9B | $10.0B | ||
| Q2 25 | $8.6B | $10.1B | ||
| Q1 25 | $8.4B | $11.0B | ||
| Q4 24 | $8.4B | $10.7B | ||
| Q3 24 | $8.5B | $10.7B | ||
| Q2 24 | $8.3B | $10.1B |
负债/权益比AVYPPC
| Q1 26 | 1.38× | — | ||
| Q4 25 | 1.43× | 0.84× | ||
| Q3 25 | 1.45× | 0.87× | ||
| Q2 25 | 1.19× | 0.83× | ||
| Q1 25 | 1.19× | 1.02× | ||
| Q4 24 | 1.11× | 0.76× | ||
| Q3 24 | 0.85× | 0.76× | ||
| Q2 24 | 0.89× | 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 | $104.4M | $10.0M |
| 自由现金流率自由现金流/营收 | 4.5% | 0.2% |
| 资本支出强度资本支出/营收 | — | 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 | $869.1M | $653.1M |
8季度趋势，按日历期对齐
经营现金流AVYPPC
| Q1 26 | — | — | ||
| Q4 25 | $376.8M | $291.2M | ||
| Q3 25 | $312.1M | $458.3M | ||
| Q2 25 | $208.8M | $495.2M | ||
| Q1 25 | $-16.3M | $126.9M | ||
| Q4 24 | $351.2M | $349.3M | ||
| Q3 24 | $270.1M | $651.1M | ||
| Q2 24 | $197.7M | $718.6M |
自由现金流AVYPPC
| Q1 26 | $104.4M | — | ||
| Q4 25 | $309.7M | $10.0M | ||
| Q3 25 | $276.2M | $275.9M | ||
| Q2 25 | $178.8M | $339.1M | ||
| Q1 25 | $-52.3M | $28.1M | ||
| Q4 24 | $281.7M | $176.6M | ||
| Q3 24 | $227.1M | $565.3M | ||
| Q2 24 | $150.2M | $617.7M |
自由现金流率AVYPPC
| Q1 26 | 4.5% | — | ||
| Q4 25 | 13.6% | 0.2% | ||
| Q3 25 | 12.5% | 5.8% | ||
| Q2 25 | 8.1% | 7.1% | ||
| Q1 25 | -2.4% | 0.6% | ||
| Q4 24 | 12.9% | 4.0% | ||
| Q3 24 | 10.4% | 12.3% | ||
| Q2 24 | 6.7% | 13.5% |
资本支出强度AVYPPC
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 6.2% | ||
| Q3 25 | 1.6% | 3.8% | ||
| Q2 25 | 1.4% | 3.3% | ||
| Q1 25 | 1.7% | 2.2% | ||
| Q4 24 | 3.2% | 4.0% | ||
| Q3 24 | 2.0% | 1.9% | ||
| Q2 24 | 2.1% | 2.2% |
现金转化率AVYPPC
| Q1 26 | — | — | ||
| Q4 25 | 2.26× | 3.31× | ||
| Q3 25 | 1.88× | 1.34× | ||
| Q2 25 | 1.10× | 1.39× | ||
| Q1 25 | -0.10× | 0.43× | ||
| Q4 24 | 2.02× | 1.48× | ||
| Q3 24 | 1.49× | 1.86× | ||
| Q2 24 | 1.12× | 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
AVY
| Materials Group | $1.6B | 72% |
| Solutions Group | $649.2M | 28% |
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% |
