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艾仕得（AXTA）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
艾仕得的季度营收约是PILGRIMS PRIDE CORP的1.1倍（$5.1B vs $4.5B），PILGRIMS PRIDE CORP净利率更高（2.2% vs 1.8%，领先0.5%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs -0.6%），过去两年艾仕得的营收复合增速更高（94.5% vs -0.3%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
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。
AXTA vs PPC — 直观对比
营收规模更大
AXTA
是对方的1.1倍
$4.5B
营收增速更快
PPC
高出2.2%
-0.6%
净利率更高
PPC
高出0.5%
1.8%
两年增速更快
AXTA
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.1B | $4.5B |
| 净利润 | $91.0M | $101.5M |
| 毛利率 | 83.6% | 7.6% |
| 营业利润率 | 2.9% | 3.6% |
| 净利率 | 1.8% | 2.2% |
| 营收同比 | -0.6% | 1.6% |
| 净利润同比 | -9.1% | — |
| 每股收益（稀释后） | $0.42 | $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AXTAPPC
| Q1 26 | $5.1B | $4.5B | ||
| Q4 25 | $1.3B | $4.5B | ||
| Q3 25 | $1.3B | $4.8B | ||
| Q2 25 | $1.3B | $4.8B | ||
| Q1 25 | $1.3B | $4.5B | ||
| Q4 24 | $1.3B | $4.4B | ||
| Q3 24 | $1.3B | $4.6B | ||
| Q2 24 | $1.4B | $4.6B |
净利润AXTAPPC
| Q1 26 | $91.0M | $101.5M | ||
| Q4 25 | $60.0M | $88.0M | ||
| Q3 25 | $110.0M | $342.8M | ||
| Q2 25 | $109.0M | $355.5M | ||
| Q1 25 | $99.0M | $296.0M | ||
| Q4 24 | $137.0M | $235.9M | ||
| Q3 24 | $101.0M | $349.9M | ||
| Q2 24 | $112.0M | $326.3M |
毛利率AXTAPPC
| Q1 26 | 83.6% | 7.6% | ||
| Q4 25 | 33.4% | 9.5% | ||
| Q3 25 | 34.9% | 13.9% | ||
| Q2 25 | 35.0% | 15.0% | ||
| Q1 25 | 34.3% | 12.4% | ||
| Q4 24 | 34.1% | 12.7% | ||
| Q3 24 | 35.0% | 14.9% | ||
| Q2 24 | 34.0% | 15.2% |
营业利润率AXTAPPC
| Q1 26 | 2.9% | 3.6% | ||
| Q4 25 | 12.8% | 4.5% | ||
| Q3 25 | 15.8% | 10.4% | ||
| Q2 25 | 14.8% | 10.8% | ||
| Q1 25 | 13.9% | 9.1% | ||
| Q4 24 | 14.3% | 7.0% | ||
| Q3 24 | 14.6% | 11.1% | ||
| Q2 24 | 15.2% | 9.7% |
净利率AXTAPPC
| Q1 26 | 1.8% | 2.2% | ||
| Q4 25 | 4.8% | 1.9% | ||
| Q3 25 | 8.5% | 7.2% | ||
| Q2 25 | 8.4% | 7.5% | ||
| Q1 25 | 7.8% | 6.6% | ||
| Q4 24 | 10.5% | 5.4% | ||
| Q3 24 | 7.7% | 7.6% | ||
| Q2 24 | 8.3% | 7.2% |
每股收益（稀释后）AXTAPPC
| Q1 26 | $0.42 | $0.43 | ||
| Q4 25 | $0.28 | $0.37 | ||
| Q3 25 | $0.51 | $1.44 | ||
| Q2 25 | $0.50 | $1.49 | ||
| Q1 25 | $0.45 | $1.24 | ||
| Q4 24 | $0.63 | $1.00 | ||
| Q3 24 | $0.46 | $1.47 | ||
| Q2 24 | $0.51 | $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 | $608.0M | $542.4M |
| 总债务越低越好 | $3.1B | $3.1B |
| 股东权益账面价值 | $2.5B | $3.7B |
| 总资产 | $7.6B | $10.2B |
| 负债/权益比越低杠杆越低 | 1.27× | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资AXTAPPC
| Q1 26 | $608.0M | $542.4M | ||
| Q4 25 | $657.0M | $640.2M | ||
| Q3 25 | $606.0M | $612.6M | ||
| Q2 25 | $625.0M | $849.0M | ||
| Q1 25 | $575.0M | $2.1B | ||
| Q4 24 | $593.0M | $2.0B | ||
| Q3 24 | $567.0M | $1.9B | ||
| Q2 24 | $840.0M | $1.3B |
总债务AXTAPPC
| Q1 26 | $3.1B | $3.1B | ||
| Q4 25 | $3.2B | $3.1B | ||
| Q3 25 | $3.4B | $3.1B | ||
| Q2 25 | $3.4B | $3.1B | ||
| Q1 25 | $3.4B | $3.2B | ||
| Q4 24 | $3.4B | $3.2B | ||
| Q3 24 | $3.5B | $3.2B | ||
| Q2 24 | $3.6B | $3.2B |
股东权益AXTAPPC
| Q1 26 | $2.5B | $3.7B | ||
| Q4 25 | $2.3B | $3.7B | ||
| Q3 25 | $2.3B | $3.5B | ||
| Q2 25 | $2.3B | $3.7B | ||
| Q1 25 | $2.1B | $3.1B | ||
| Q4 24 | $1.9B | $4.2B | ||
| Q3 24 | $1.9B | $4.2B | ||
| Q2 24 | $1.8B | $3.7B |
总资产AXTAPPC
| Q1 26 | $7.6B | $10.2B | ||
| Q4 25 | $7.6B | $10.3B | ||
| Q3 25 | $7.8B | $10.0B | ||
| Q2 25 | $7.8B | $10.1B | ||
| Q1 25 | $7.4B | $11.0B | ||
| Q4 24 | $7.2B | $10.7B | ||
| Q3 24 | $7.5B | $10.7B | ||
| Q2 24 | $7.3B | $10.1B |
负债/权益比AXTAPPC
| Q1 26 | 1.27× | 0.83× | ||
| Q4 25 | 1.36× | 0.84× | ||
| Q3 25 | 1.48× | 0.87× | ||
| Q2 25 | 1.50× | 0.83× | ||
| Q1 25 | 1.64× | 1.02× | ||
| Q4 24 | 1.78× | 0.76× | ||
| Q3 24 | 1.84× | 0.76× | ||
| Q2 24 | 2.02× | 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $21.0M | — |
| 自由现金流率自由现金流/营收 | 0.4% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $491.0M | — |
8季度趋势，按日历期对齐
经营现金流AXTAPPC
| Q1 26 | — | — | ||
| Q4 25 | $344.0M | $291.2M | ||
| Q3 25 | $137.0M | $458.3M | ||
| Q2 25 | $142.0M | $495.2M | ||
| Q1 25 | $26.0M | $126.9M | ||
| Q4 24 | $234.0M | $349.3M | ||
| Q3 24 | $194.0M | $651.1M | ||
| Q2 24 | $114.0M | $718.6M |
自由现金流AXTAPPC
| Q1 26 | $21.0M | — | ||
| Q4 25 | $286.0M | $10.0M | ||
| Q3 25 | $87.0M | $275.9M | ||
| Q2 25 | $97.0M | $339.1M | ||
| Q1 25 | $-17.0M | $28.1M | ||
| Q4 24 | $172.0M | $176.6M | ||
| Q3 24 | $161.0M | $565.3M | ||
| Q2 24 | $91.0M | $617.7M |
自由现金流率AXTAPPC
| Q1 26 | 0.4% | — | ||
| Q4 25 | 22.7% | 0.2% | ||
| Q3 25 | 6.8% | 5.8% | ||
| Q2 25 | 7.4% | 7.1% | ||
| Q1 25 | -1.3% | 0.6% | ||
| Q4 24 | 13.1% | 4.0% | ||
| Q3 24 | 12.2% | 12.3% | ||
| Q2 24 | 6.7% | 13.5% |
资本支出强度AXTAPPC
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 6.2% | ||
| Q3 25 | 3.9% | 3.8% | ||
| Q2 25 | 3.4% | 3.3% | ||
| Q1 25 | 3.4% | 2.2% | ||
| Q4 24 | 4.7% | 4.0% | ||
| Q3 24 | 2.5% | 1.9% | ||
| Q2 24 | 1.7% | 2.2% |
现金转化率AXTAPPC
| Q1 26 | — | — | ||
| Q4 25 | 5.73× | 3.31× | ||
| Q3 25 | 1.25× | 1.34× | ||
| Q2 25 | 1.30× | 1.39× | ||
| Q1 25 | 0.26× | 0.43× | ||
| Q4 24 | 1.71× | 1.48× | ||
| Q3 24 | 1.92× | 1.86× | ||
| Q2 24 | 1.02× | 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
AXTA
暂无分部数据
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
