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富兰克林邓普顿(BEN)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的季度营收约是富兰克林邓普顿的1.9倍($4.5B vs $2.3B),富兰克林邓普顿净利率更高(11.0% vs 1.9%,领先9.0%),富兰克林邓普顿同比增速更快(3.4% vs 3.3%),过去两年富兰克林邓普顿的营收复合增速更高(4.0% vs 1.8%)
富兰克林资源(运营品牌为富兰克林邓普顿)是美国跨国投资管理控股集团,1947年创立于纽约,纽交所上市代码为BEN,命名源自创始人敬仰的本杰明·富兰克林,是全球知名的综合投资服务机构。
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。
BEN vs PPC — 直观对比
营收规模更大
PPC
是对方的1.9倍
$2.3B
营收增速更快
BEN
高出0.0%
3.3%
净利率更高
BEN
高出9.0%
1.9%
两年增速更快
BEN
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.3B | $4.5B |
| 净利润 | $255.5M | $88.0M |
| 毛利率 | — | 9.5% |
| 营业利润率 | 12.1% | 4.5% |
| 净利率 | 11.0% | 1.9% |
| 营收同比 | 3.4% | 3.3% |
| 净利润同比 | 56.2% | -62.7% |
| 每股收益(稀释后) | $0.46 | $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
BEN
PPC
| Q4 25 | $2.3B | $4.5B | ||
| Q3 25 | $2.3B | $4.8B | ||
| Q2 25 | $2.1B | $4.8B | ||
| Q1 25 | $2.1B | $4.5B | ||
| Q4 24 | $2.3B | $4.4B | ||
| Q3 24 | $2.2B | $4.6B | ||
| Q2 24 | $2.1B | $4.6B | ||
| Q1 24 | $2.2B | $4.4B |
净利润
BEN
PPC
| Q4 25 | $255.5M | $88.0M | ||
| Q3 25 | $117.6M | $342.8M | ||
| Q2 25 | $92.3M | $355.5M | ||
| Q1 25 | $151.4M | $296.0M | ||
| Q4 24 | $163.6M | $235.9M | ||
| Q3 24 | $-84.7M | $349.9M | ||
| Q2 24 | $174.0M | $326.3M | ||
| Q1 24 | $124.2M | $174.4M |
毛利率
BEN
PPC
| 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% | ||
| Q1 24 | — | 8.8% |
营业利润率
BEN
PPC
| Q4 25 | 12.1% | 4.5% | ||
| Q3 25 | 3.6% | 10.4% | ||
| Q2 25 | 7.5% | 10.8% | ||
| Q1 25 | 6.9% | 9.1% | ||
| Q4 24 | 9.7% | 7.0% | ||
| Q3 24 | -6.8% | 11.1% | ||
| Q2 24 | 10.5% | 9.7% | ||
| Q1 24 | 6.0% | 5.7% |
净利率
BEN
PPC
| Q4 25 | 11.0% | 1.9% | ||
| Q3 25 | 5.0% | 7.2% | ||
| Q2 25 | 4.5% | 7.5% | ||
| Q1 25 | 7.2% | 6.6% | ||
| Q4 24 | 7.3% | 5.4% | ||
| Q3 24 | -3.8% | 7.6% | ||
| Q2 24 | 8.2% | 7.2% | ||
| Q1 24 | 5.8% | 4.0% |
每股收益(稀释后)
BEN
PPC
| Q4 25 | $0.46 | $0.37 | ||
| Q3 25 | $0.21 | $1.44 | ||
| Q2 25 | $0.15 | $1.49 | ||
| Q1 25 | $0.26 | $1.24 | ||
| Q4 24 | $0.29 | $1.00 | ||
| Q3 24 | $-0.20 | $1.47 | ||
| Q2 24 | $0.32 | $1.37 | ||
| Q1 24 | $0.23 | $0.73 |
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 | — | $640.2M |
| 总债务越低越好 | $2.4B | $3.1B |
| 股东权益账面价值 | $12.1B | $3.7B |
| 总资产 | $32.5B | $10.3B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.84× |
8季度趋势,按日历期对齐
现金及短期投资
BEN
PPC
| Q4 25 | — | $640.2M | ||
| Q3 25 | — | $612.6M | ||
| Q2 25 | — | $849.0M | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $870.8M |
总债务
BEN
PPC
| Q4 25 | $2.4B | $3.1B | ||
| Q3 25 | $2.4B | $3.1B | ||
| Q2 25 | $2.7B | $3.1B | ||
| Q1 25 | $2.7B | $3.2B | ||
| Q4 24 | $2.8B | $3.2B | ||
| Q3 24 | $2.8B | $3.2B | ||
| Q2 24 | $3.0B | $3.2B | ||
| Q1 24 | $3.0B | $3.3B |
股东权益
BEN
PPC
| Q4 25 | $12.1B | $3.7B | ||
| Q3 25 | $12.1B | $3.5B | ||
| Q2 25 | $12.2B | $3.7B | ||
| Q1 25 | $12.3B | $3.1B | ||
| Q4 24 | $12.5B | $4.2B | ||
| Q3 24 | $12.5B | $4.2B | ||
| Q2 24 | $12.9B | $3.7B | ||
| Q1 24 | $12.9B | $3.5B |
总资产
BEN
PPC
| Q4 25 | $32.5B | $10.3B | ||
| Q3 25 | $32.4B | $10.0B | ||
| Q2 25 | $32.6B | $10.1B | ||
| Q1 25 | $32.0B | $11.0B | ||
| Q4 24 | $32.4B | $10.7B | ||
| Q3 24 | $32.5B | $10.7B | ||
| Q2 24 | $33.3B | $10.1B | ||
| Q1 24 | $32.9B | $9.8B |
负债/权益比
BEN
PPC
| Q4 25 | 0.19× | 0.84× | ||
| Q3 25 | 0.20× | 0.87× | ||
| Q2 25 | 0.22× | 0.83× | ||
| Q1 25 | 0.22× | 1.02× | ||
| Q4 24 | 0.22× | 0.76× | ||
| Q3 24 | 0.22× | 0.76× | ||
| Q2 24 | 0.24× | 0.85× | ||
| Q1 24 | 0.24× | 0.96× |
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 | $-255.1M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | — | $10.0M |
| 自由现金流率自由现金流/营收 | — | 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 | -1.00× | 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
BEN
PPC
| Q4 25 | $-255.1M | $291.2M | ||
| Q3 25 | $-20.7M | $458.3M | ||
| Q2 25 | $1.3B | $495.2M | ||
| Q1 25 | $-50.1M | $126.9M | ||
| Q4 24 | $-145.2M | $349.3M | ||
| Q3 24 | $558.2M | $651.1M | ||
| Q2 24 | $528.4M | $718.6M | ||
| Q1 24 | $136.6M | $271.0M |
自由现金流
BEN
PPC
| Q4 25 | — | $10.0M | ||
| Q3 25 | $-51.9M | $275.9M | ||
| Q2 25 | $1.3B | $339.1M | ||
| Q1 25 | $-87.6M | $28.1M | ||
| Q4 24 | $-217.0M | $176.6M | ||
| Q3 24 | $488.4M | $565.3M | ||
| Q2 24 | $482.3M | $617.7M | ||
| Q1 24 | $94.9M | $171.9M |
自由现金流率
BEN
PPC
| Q4 25 | — | 0.2% | ||
| Q3 25 | -2.2% | 5.8% | ||
| Q2 25 | 61.4% | 7.1% | ||
| Q1 25 | -4.1% | 0.6% | ||
| Q4 24 | -9.6% | 4.0% | ||
| Q3 24 | 22.1% | 12.3% | ||
| Q2 24 | 22.7% | 13.5% | ||
| Q1 24 | 4.4% | 3.9% |
资本支出强度
BEN
PPC
| Q4 25 | — | 6.2% | ||
| Q3 25 | 1.3% | 3.8% | ||
| Q2 25 | 0.7% | 3.3% | ||
| Q1 25 | 1.8% | 2.2% | ||
| Q4 24 | 3.2% | 4.0% | ||
| Q3 24 | 3.2% | 1.9% | ||
| Q2 24 | 2.2% | 2.2% | ||
| Q1 24 | 1.9% | 2.3% |
现金转化率
BEN
PPC
| Q4 25 | -1.00× | 3.31× | ||
| Q3 25 | -0.18× | 1.34× | ||
| Q2 25 | 13.89× | 1.39× | ||
| Q1 25 | -0.33× | 0.43× | ||
| Q4 24 | -0.89× | 1.48× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | 3.04× | 2.20× | ||
| Q1 24 | 1.10× | 1.55× |
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
BEN
| Investment Advisory Management And Administrative Service | $1.8B | 79% |
| Sales And Distribution Fees | $388.7M | 17% |
| Shareholder Service | $70.9M | 3% |
| Service Other | $19.6M | 1% |
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% |