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博思艾伦汉密尔顿（BAH）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的季度营收约是博思艾伦汉密尔顿的1.7倍（$4.5B vs $2.6B），博思艾伦汉密尔顿净利率更高（7.6% vs 2.2%，领先5.4%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs -10.2%），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（-0.3% vs -2.8%）
博思艾伦汉密尔顿控股集团是美国知名专业服务企业，深耕数字化转型与人工智能领域，为公共部门、私营机构及非营利组织提供咨询、分析与工程服务，总部位于弗吉尼亚州麦克莱恩，属华盛顿大都会区，在全球另设有80个办事处。
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。
BAH vs PPC — 直观对比
营收规模更大
PPC
是对方的1.7倍
$2.6B
营收增速更快
PPC
高出11.7%
-10.2%
净利率更高
BAH
高出5.4%
2.2%
两年增速更快
PPC
近两年复合增速
-2.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $4.5B |
| 净利润 | $200.0M | $101.5M |
| 毛利率 | 51.9% | 7.6% |
| 营业利润率 | 8.8% | 3.6% |
| 净利率 | 7.6% | 2.2% |
| 营收同比 | -10.2% | 1.6% |
| 净利润同比 | 7.0% | — |
| 每股收益（稀释后） | $1.63 | $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BAHPPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | $2.6B | $4.5B | ||
| Q3 25 | $2.9B | $4.8B | ||
| Q2 25 | $2.9B | $4.8B | ||
| Q1 25 | $3.0B | $4.5B | ||
| Q4 24 | $2.9B | $4.4B | ||
| Q3 24 | $3.1B | $4.6B | ||
| Q2 24 | $2.9B | $4.6B |
净利润BAHPPC
| Q1 26 | — | $101.5M | ||
| Q4 25 | $200.0M | $88.0M | ||
| Q3 25 | $175.0M | $342.8M | ||
| Q2 25 | $271.0M | $355.5M | ||
| Q1 25 | $192.7M | $296.0M | ||
| Q4 24 | $186.9M | $235.9M | ||
| Q3 24 | $390.1M | $349.9M | ||
| Q2 24 | $165.2M | $326.3M |
毛利率BAHPPC
| Q1 26 | — | 7.6% | ||
| Q4 25 | 51.9% | 9.5% | ||
| Q3 25 | 53.6% | 13.9% | ||
| Q2 25 | 51.3% | 15.0% | ||
| Q1 25 | 53.6% | 12.4% | ||
| Q4 24 | 55.2% | 12.7% | ||
| Q3 24 | 56.7% | 14.9% | ||
| Q2 24 | 53.4% | 15.2% |
营业利润率BAHPPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | 8.8% | 4.5% | ||
| Q3 25 | 9.8% | 10.4% | ||
| Q2 25 | 8.8% | 10.8% | ||
| Q1 25 | 9.2% | 9.1% | ||
| Q4 24 | 10.0% | 7.0% | ||
| Q3 24 | 17.4% | 11.1% | ||
| Q2 24 | 8.7% | 9.7% |
净利率BAHPPC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 7.6% | 1.9% | ||
| Q3 25 | 6.1% | 7.2% | ||
| Q2 25 | 9.3% | 7.5% | ||
| Q1 25 | 6.5% | 6.6% | ||
| Q4 24 | 6.4% | 5.4% | ||
| Q3 24 | 12.4% | 7.6% | ||
| Q2 24 | 5.6% | 7.2% |
每股收益（稀释后）BAHPPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | $1.63 | $0.37 | ||
| Q3 25 | $1.42 | $1.44 | ||
| Q2 25 | $2.16 | $1.49 | ||
| Q1 25 | $1.52 | $1.24 | ||
| Q4 24 | $1.45 | $1.00 | ||
| Q3 24 | $3.01 | $1.47 | ||
| Q2 24 | $1.27 | $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 | $882.0M | $542.4M |
| 总债务越低越好 | $3.9B | $3.1B |
| 股东权益账面价值 | $1.0B | $3.7B |
| 总资产 | $7.1B | $10.2B |
| 负债/权益比越低杠杆越低 | 3.84× | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资BAHPPC
| Q1 26 | — | $542.4M | ||
| Q4 25 | $882.0M | $640.2M | ||
| Q3 25 | $816.0M | $612.6M | ||
| Q2 25 | $711.0M | $849.0M | ||
| Q1 25 | $885.0M | $2.1B | ||
| Q4 24 | $453.5M | $2.0B | ||
| Q3 24 | $558.7M | $1.9B | ||
| Q2 24 | $297.7M | $1.3B |
总债务BAHPPC
| Q1 26 | — | $3.1B | ||
| Q4 25 | $3.9B | $3.1B | ||
| Q3 25 | $4.0B | $3.1B | ||
| Q2 25 | $4.0B | $3.1B | ||
| Q1 25 | $4.0B | $3.2B | ||
| Q4 24 | $3.4B | $3.2B | ||
| Q3 24 | $3.4B | $3.2B | ||
| Q2 24 | $3.4B | $3.2B |
股东权益BAHPPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $1.0B | $3.7B | ||
| Q3 25 | $996.0M | $3.5B | ||
| Q2 25 | $1.1B | $3.7B | ||
| Q1 25 | $1.0B | $3.1B | ||
| Q4 24 | $1.2B | $4.2B | ||
| Q3 24 | $1.2B | $4.2B | ||
| Q2 24 | $1.1B | $3.7B |
总资产BAHPPC
| Q1 26 | — | $10.2B | ||
| Q4 25 | $7.1B | $10.3B | ||
| Q3 25 | $7.2B | $10.0B | ||
| Q2 25 | $7.2B | $10.1B | ||
| Q1 25 | $7.3B | $11.0B | ||
| Q4 24 | $6.8B | $10.7B | ||
| Q3 24 | $6.9B | $10.7B | ||
| Q2 24 | $6.6B | $10.1B |
负债/权益比BAHPPC
| Q1 26 | — | 0.83× | ||
| Q4 25 | 3.84× | 0.84× | ||
| Q3 25 | 3.98× | 0.87× | ||
| Q2 25 | 3.74× | 0.83× | ||
| Q1 25 | 3.99× | 1.02× | ||
| Q4 24 | 2.79× | 0.76× | ||
| Q3 24 | 2.83× | 0.76× | ||
| Q2 24 | 3.14× | 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 | $261.0M | — |
| 自由现金流经营现金流 - 资本支出 | $248.0M | — |
| 自由现金流率自由现金流/营收 | 9.5% | — |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 现金转化率经营现金流/净利润 | 1.30× | — |
| 过去12个月自由现金流最近4个季度 | $933.4M | — |
8季度趋势，按日历期对齐
经营现金流BAHPPC
| Q1 26 | — | — | ||
| Q4 25 | $261.0M | $291.2M | ||
| Q3 25 | $421.0M | $458.3M | ||
| Q2 25 | $119.0M | $495.2M | ||
| Q1 25 | $219.0M | $126.9M | ||
| Q4 24 | $150.8M | $349.3M | ||
| Q3 24 | $587.1M | $651.1M | ||
| Q2 24 | $52.1M | $718.6M |
自由现金流BAHPPC
| Q1 26 | — | — | ||
| Q4 25 | $248.0M | $10.0M | ||
| Q3 25 | $395.0M | $275.9M | ||
| Q2 25 | $96.0M | $339.1M | ||
| Q1 25 | $194.4M | $28.1M | ||
| Q4 24 | $133.6M | $176.6M | ||
| Q3 24 | $563.3M | $565.3M | ||
| Q2 24 | $19.7M | $617.7M |
自由现金流率BAHPPC
| Q1 26 | — | — | ||
| Q4 25 | 9.5% | 0.2% | ||
| Q3 25 | 13.7% | 5.8% | ||
| Q2 25 | 3.3% | 7.1% | ||
| Q1 25 | 6.5% | 0.6% | ||
| Q4 24 | 4.6% | 4.0% | ||
| Q3 24 | 17.9% | 12.3% | ||
| Q2 24 | 0.7% | 13.5% |
资本支出强度BAHPPC
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 6.2% | ||
| Q3 25 | 0.9% | 3.8% | ||
| Q2 25 | 0.8% | 3.3% | ||
| Q1 25 | 0.8% | 2.2% | ||
| Q4 24 | 0.6% | 4.0% | ||
| Q3 24 | 0.8% | 1.9% | ||
| Q2 24 | 1.1% | 2.2% |
现金转化率BAHPPC
| Q1 26 | — | — | ||
| Q4 25 | 1.30× | 3.31× | ||
| Q3 25 | 2.41× | 1.34× | ||
| Q2 25 | 0.44× | 1.39× | ||
| Q1 25 | 1.14× | 0.43× | ||
| Q4 24 | 0.81× | 1.48× | ||
| Q3 24 | 1.50× | 1.86× | ||
| Q2 24 | 0.32× | 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
BAH
| Defense Clients | $1.5B | 55% |
| Civil Clients | $732.0M | 28% |
| Intelligence Clients | $434.0M | 17% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
