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BJ's Wholesale Club Holdings, Inc.（BJ）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
BJ's Wholesale Club Holdings, Inc.的季度营收约是PILGRIMS PRIDE CORP的1.2倍（$5.3B vs $4.5B），BJ's Wholesale Club Holdings, Inc.净利率更高（2.8% vs 2.2%，领先0.6%），BJ's Wholesale Club Holdings, Inc.同比增速更快（4.9% vs 1.6%），过去两年BJ's Wholesale Club Holdings, Inc.的营收复合增速更高（-0.1% vs -0.3%）
BJ's Wholesale Club Holdings是美国区域型会员制仓储连锁商超，总部位于马萨诸塞州马尔伯勒，业务覆盖美国东部地区及俄亥俄、密歇根、肯塔基州路易斯维尔、印第安纳、田纳西、佛罗里达、阿拉巴马等地，主要竞争对手为好市多和山姆会员店。
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。
BJ vs PPC — 直观对比
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $4.5B |
| 净利润 | $152.1M | $101.5M |
| 毛利率 | 19.0% | 7.6% |
| 营业利润率 | 4.1% | 3.6% |
| 净利率 | 2.8% | 2.2% |
| 营收同比 | 4.9% | 1.6% |
| 净利润同比 | -2.4% | — |
| 每股收益（稀释后） | $1.15 | $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
| Q1 26 | — | $4.5B | ||
| Q4 25 | $5.3B | $4.5B | ||
| Q3 25 | $5.4B | $4.8B | ||
| Q2 25 | $5.2B | $4.8B | ||
| Q1 25 | $5.3B | $4.5B | ||
| Q4 24 | $5.1B | $4.4B | ||
| Q3 24 | $5.2B | $4.6B | ||
| Q2 24 | $4.9B | $4.6B |
| Q1 26 | — | $101.5M | ||
| Q4 25 | $152.1M | $88.0M | ||
| Q3 25 | $150.7M | $342.8M | ||
| Q2 25 | $149.8M | $355.5M | ||
| Q1 25 | $122.7M | $296.0M | ||
| Q4 24 | $155.7M | $235.9M | ||
| Q3 24 | $145.0M | $349.9M | ||
| Q2 24 | $111.0M | $326.3M |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 19.0% | 9.5% | ||
| Q3 25 | 18.7% | 13.9% | ||
| Q2 25 | 18.8% | 15.0% | ||
| Q1 25 | 18.0% | 12.4% | ||
| Q4 24 | 19.1% | 12.7% | ||
| Q3 24 | 18.4% | 14.9% | ||
| Q2 24 | 18.0% | 15.2% |
| Q1 26 | — | 3.6% | ||
| Q4 25 | 4.1% | 4.5% | ||
| Q3 25 | 4.0% | 10.4% | ||
| Q2 25 | 4.0% | 10.8% | ||
| Q1 25 | 3.4% | 9.1% | ||
| Q4 24 | 4.5% | 7.0% | ||
| Q3 24 | 3.9% | 11.1% | ||
| Q2 24 | 3.3% | 9.7% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 2.8% | 1.9% | ||
| Q3 25 | 2.8% | 7.2% | ||
| Q2 25 | 2.9% | 7.5% | ||
| Q1 25 | 2.3% | 6.6% | ||
| Q4 24 | 3.1% | 5.4% | ||
| Q3 24 | 2.8% | 7.6% | ||
| Q2 24 | 2.3% | 7.2% |
| Q1 26 | — | $0.43 | ||
| Q4 25 | $1.15 | $0.37 | ||
| Q3 25 | $1.14 | $1.44 | ||
| Q2 25 | $1.13 | $1.49 | ||
| Q1 25 | $0.92 | $1.24 | ||
| Q4 24 | $1.17 | $1.00 | ||
| Q3 24 | $1.08 | $1.47 | ||
| Q2 24 | $0.83 | $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 | $45.1M | $542.4M |
| 总债务越低越好 | $399.0M | $3.1B |
| 股东权益账面价值 | $2.2B | $3.7B |
| 总资产 | $7.5B | $10.2B |
| 负债/权益比越低杠杆越低 | 0.18× | 0.83× |
8季度趋势，按日历期对齐
| Q1 26 | — | $542.4M | ||
| Q4 25 | $45.1M | $640.2M | ||
| Q3 25 | $47.3M | $612.6M | ||
| Q2 25 | $39.5M | $849.0M | ||
| Q1 25 | $28.3M | $2.1B | ||
| Q4 24 | $33.9M | $2.0B | ||
| Q3 24 | $38.1M | $1.9B | ||
| Q2 24 | $35.1M | $1.3B |
| Q1 26 | — | $3.1B | ||
| Q4 25 | $399.0M | $3.1B | ||
| Q3 25 | $399.0M | $3.1B | ||
| Q2 25 | $398.9M | $3.1B | ||
| Q1 25 | $398.8M | $3.2B | ||
| Q4 24 | $398.7M | $3.2B | ||
| Q3 24 | $398.6M | $3.2B | ||
| Q2 24 | $398.5M | $3.2B |
| Q1 26 | — | $3.7B | ||
| Q4 25 | $2.2B | $3.7B | ||
| Q3 25 | $2.1B | $3.5B | ||
| Q2 25 | $2.0B | $3.7B | ||
| Q1 25 | $1.8B | $3.1B | ||
| Q4 24 | $1.8B | $4.2B | ||
| Q3 24 | $1.7B | $4.2B | ||
| Q2 24 | $1.5B | $3.7B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $7.5B | $10.3B | ||
| Q3 25 | $7.2B | $10.0B | ||
| Q2 25 | $7.2B | $10.1B | ||
| Q1 25 | $7.1B | $11.0B | ||
| Q4 24 | $7.2B | $10.7B | ||
| Q3 24 | $6.9B | $10.7B | ||
| Q2 24 | $6.8B | $10.1B |
| Q1 26 | — | 0.83× | ||
| Q4 25 | 0.18× | 0.84× | ||
| Q3 25 | 0.19× | 0.87× | ||
| Q2 25 | 0.20× | 0.83× | ||
| Q1 25 | 0.22× | 1.02× | ||
| Q4 24 | 0.23× | 0.76× | ||
| Q3 24 | 0.24× | 0.76× | ||
| Q2 24 | 0.26× | 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 | $181.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-13.7M | — |
| 自由现金流率自由现金流/营收 | -0.3% | — |
| 资本支出强度资本支出/营收 | 3.6% | — |
| 现金转化率经营现金流/净利润 | 1.19× | — |
| 过去12个月自由现金流最近4个季度 | $249.6M | — |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $181.1M | $291.2M | ||
| Q3 25 | $249.9M | $458.3M | ||
| Q2 25 | $208.1M | $495.2M | ||
| Q1 25 | $271.9M | $126.9M | ||
| Q4 24 | $206.8M | $349.3M | ||
| Q3 24 | $221.4M | $651.1M | ||
| Q2 24 | $200.8M | $718.6M |
| Q1 26 | — | — | ||
| Q4 25 | $-13.7M | $10.0M | ||
| Q3 25 | $84.3M | $275.9M | ||
| Q2 25 | $67.6M | $339.1M | ||
| Q1 25 | $111.5M | $28.1M | ||
| Q4 24 | $18.8M | $176.6M | ||
| Q3 24 | $87.5M | $565.3M | ||
| Q2 24 | $95.1M | $617.7M |
| Q1 26 | — | — | ||
| Q4 25 | -0.3% | 0.2% | ||
| Q3 25 | 1.6% | 5.8% | ||
| Q2 25 | 1.3% | 7.1% | ||
| Q1 25 | 2.1% | 0.6% | ||
| Q4 24 | 0.4% | 4.0% | ||
| Q3 24 | 1.7% | 12.3% | ||
| Q2 24 | 1.9% | 13.5% |
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 6.2% | ||
| Q3 25 | 3.1% | 3.8% | ||
| Q2 25 | 2.7% | 3.3% | ||
| Q1 25 | 3.0% | 2.2% | ||
| Q4 24 | 3.7% | 4.0% | ||
| Q3 24 | 2.6% | 1.9% | ||
| Q2 24 | 2.1% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 3.31× | ||
| Q3 25 | 1.66× | 1.34× | ||
| Q2 25 | 1.39× | 1.39× | ||
| Q1 25 | 2.22× | 0.43× | ||
| Q4 24 | 1.33× | 1.48× | ||
| Q3 24 | 1.53× | 1.86× | ||
| Q2 24 | 1.81× | 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
BJ
| Products | $5.4B | 102% |
| Membership | $129.8M | 2% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
