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Burlington Stores, Inc.（BURL）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Burlington Stores, Inc.的1.7倍（$4.5B vs $2.7B），Burlington Stores, Inc.净利率更高（3.9% vs 1.9%，领先1.9%），Burlington Stores, Inc.同比增速更快（7.1% vs 3.3%），PILGRIMS PRIDE CORP自由现金流更多（$10.0M vs $-109.6M），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（1.8% vs -6.9%）
伯灵顿百货（前身为伯灵顿大衣厂）是美国知名全国性折扣零售商，在全美46个州及波多黎各拥有超过1138家门店，总部位于新泽西州伯灵顿镇。2007年公司被贝恩资本收购，2008年汤姆·金斯伯里出任总裁兼首席执行官，2013年重新上市，现为美国第三大折扣零售企业。
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。
BURL vs PPC — 直观对比
营收规模更大
PPC
是对方的1.7倍
$2.7B
营收增速更快
BURL
高出3.8%
3.3%
净利率更高
BURL
高出1.9%
1.9%
自由现金流更多
PPC
多$119.6M
$-109.6M
两年增速更快
PPC
近两年复合增速
-6.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $4.5B |
| 净利润 | $104.8M | $88.0M |
| 毛利率 | 44.2% | 9.5% |
| 营业利润率 | 5.1% | 4.5% |
| 净利率 | 3.9% | 1.9% |
| 营收同比 | 7.1% | 3.3% |
| 净利润同比 | 15.6% | -62.7% |
| 每股收益（稀释后） | $1.63 | $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BURLPPC
| Q4 25 | $2.7B | $4.5B | ||
| Q3 25 | $2.7B | $4.8B | ||
| Q2 25 | $2.5B | $4.8B | ||
| Q1 25 | $3.3B | $4.5B | ||
| Q4 24 | $2.5B | $4.4B | ||
| Q3 24 | $2.5B | $4.6B | ||
| Q2 24 | $2.4B | $4.6B | ||
| Q1 24 | $3.1B | $4.4B |
净利润BURLPPC
| Q4 25 | $104.8M | $88.0M | ||
| Q3 25 | $94.2M | $342.8M | ||
| Q2 25 | $100.8M | $355.5M | ||
| Q1 25 | $260.8M | $296.0M | ||
| Q4 24 | $90.6M | $235.9M | ||
| Q3 24 | $73.8M | $349.9M | ||
| Q2 24 | $78.5M | $326.3M | ||
| Q1 24 | $227.5M | $174.4M |
毛利率BURLPPC
| Q4 25 | 44.2% | 9.5% | ||
| Q3 25 | 43.7% | 13.9% | ||
| Q2 25 | 43.8% | 15.0% | ||
| Q1 25 | 42.9% | 12.4% | ||
| Q4 24 | 43.9% | 12.7% | ||
| Q3 24 | 42.8% | 14.9% | ||
| Q2 24 | 43.5% | 15.2% | ||
| Q1 24 | 42.7% | 8.8% |
营业利润率BURLPPC
| Q4 25 | 5.1% | 4.5% | ||
| Q3 25 | 4.7% | 10.4% | ||
| Q2 25 | 5.3% | 10.8% | ||
| Q1 25 | 10.6% | 9.1% | ||
| Q4 24 | 4.7% | 7.0% | ||
| Q3 24 | 4.0% | 11.1% | ||
| Q2 24 | 4.7% | 9.7% | ||
| Q1 24 | 10.0% | 5.7% |
净利率BURLPPC
| Q4 25 | 3.9% | 1.9% | ||
| Q3 25 | 3.5% | 7.2% | ||
| Q2 25 | 4.0% | 7.5% | ||
| Q1 25 | 8.0% | 6.6% | ||
| Q4 24 | 3.6% | 5.4% | ||
| Q3 24 | 3.0% | 7.6% | ||
| Q2 24 | 3.3% | 7.2% | ||
| Q1 24 | 7.3% | 4.0% |
每股收益（稀释后）BURLPPC
| Q4 25 | $1.63 | $0.37 | ||
| Q3 25 | $1.47 | $1.44 | ||
| Q2 25 | $1.58 | $1.49 | ||
| Q1 25 | $4.03 | $1.24 | ||
| Q4 24 | $1.40 | $1.00 | ||
| Q3 24 | $1.15 | $1.47 | ||
| Q2 24 | $1.22 | $1.37 | ||
| Q1 24 | $3.51 | $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 | $584.1M | $640.2M |
| 总债务越低越好 | $2.0B | $3.1B |
| 股东权益账面价值 | $1.5B | $3.7B |
| 总资产 | $9.6B | $10.3B |
| 负债/权益比越低杠杆越低 | 1.32× | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资BURLPPC
| Q4 25 | $584.1M | $640.2M | ||
| Q3 25 | $747.6M | $612.6M | ||
| Q2 25 | $371.1M | $849.0M | ||
| Q1 25 | $994.7M | $2.1B | ||
| Q4 24 | $857.8M | $2.0B | ||
| Q3 24 | $659.9M | $1.9B | ||
| Q2 24 | $742.3M | $1.3B | ||
| Q1 24 | $925.4M | $870.8M |
总债务BURLPPC
| Q4 25 | $2.0B | $3.1B | ||
| Q3 25 | $2.0B | $3.1B | ||
| Q2 25 | $1.6B | $3.1B | ||
| Q1 25 | $1.5B | $3.2B | ||
| Q4 24 | $1.5B | $3.2B | ||
| Q3 24 | $1.2B | $3.2B | ||
| Q2 24 | $1.2B | $3.2B | ||
| Q1 24 | $1.4B | $3.3B |
股东权益BURLPPC
| Q4 25 | $1.5B | $3.7B | ||
| Q3 25 | $1.4B | $3.5B | ||
| Q2 25 | $1.4B | $3.7B | ||
| Q1 25 | $1.4B | $3.1B | ||
| Q4 24 | $1.1B | $4.2B | ||
| Q3 24 | $1.1B | $4.2B | ||
| Q2 24 | $1.0B | $3.7B | ||
| Q1 24 | $996.9M | $3.5B |
总资产BURLPPC
| Q4 25 | $9.6B | $10.3B | ||
| Q3 25 | $9.3B | $10.0B | ||
| Q2 25 | $8.5B | $10.1B | ||
| Q1 25 | $8.8B | $11.0B | ||
| Q4 24 | $8.4B | $10.7B | ||
| Q3 24 | $7.8B | $10.7B | ||
| Q2 24 | $7.7B | $10.1B | ||
| Q1 24 | $7.7B | $9.8B |
负债/权益比BURLPPC
| Q4 25 | 1.32× | 0.84× | ||
| Q3 25 | 1.40× | 0.87× | ||
| Q2 25 | 1.21× | 0.83× | ||
| Q1 25 | 1.12× | 1.02× | ||
| Q4 24 | 1.35× | 0.76× | ||
| Q3 24 | 1.15× | 0.76× | ||
| Q2 24 | 1.20× | 0.85× | ||
| Q1 24 | 1.40× | 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 | $143.3M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $-109.6M | $10.0M |
| 自由现金流率自由现金流/营收 | -4.1% | 0.2% |
| 资本支出强度资本支出/营收 | 9.3% | 6.2% |
| 现金转化率经营现金流/净利润 | 1.37× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $-358.5M | $653.1M |
8季度趋势，按日历期对齐
经营现金流BURLPPC
| Q4 25 | $143.3M | $291.2M | ||
| Q3 25 | $179.4M | $458.3M | ||
| Q2 25 | $-28.9M | $495.2M | ||
| Q1 25 | $543.2M | $126.9M | ||
| Q4 24 | $110.4M | $349.3M | ||
| Q3 24 | $160.4M | $651.1M | ||
| Q2 24 | $49.4M | $718.6M | ||
| Q1 24 | $598.5M | $271.0M |
自由现金流BURLPPC
| Q4 25 | $-109.6M | $10.0M | ||
| Q3 25 | $-101.0K | $275.9M | ||
| Q2 25 | $-438.6M | $339.1M | ||
| Q1 25 | $189.8M | $28.1M | ||
| Q4 24 | $-56.2M | $176.6M | ||
| Q3 24 | $-35.2M | $565.3M | ||
| Q2 24 | $-115.5M | $617.7M | ||
| Q1 24 | $410.3M | $171.9M |
自由现金流率BURLPPC
| Q4 25 | -4.1% | 0.2% | ||
| Q3 25 | -0.0% | 5.8% | ||
| Q2 25 | -17.5% | 7.1% | ||
| Q1 25 | 5.8% | 0.6% | ||
| Q4 24 | -2.2% | 4.0% | ||
| Q3 24 | -1.4% | 12.3% | ||
| Q2 24 | -4.9% | 13.5% | ||
| Q1 24 | 13.1% | 3.9% |
资本支出强度BURLPPC
| Q4 25 | 9.3% | 6.2% | ||
| Q3 25 | 6.6% | 3.8% | ||
| Q2 25 | 16.4% | 3.3% | ||
| Q1 25 | 10.8% | 2.2% | ||
| Q4 24 | 6.6% | 4.0% | ||
| Q3 24 | 7.9% | 1.9% | ||
| Q2 24 | 7.0% | 2.2% | ||
| Q1 24 | 6.0% | 2.3% |
现金转化率BURLPPC
| Q4 25 | 1.37× | 3.31× | ||
| Q3 25 | 1.91× | 1.34× | ||
| Q2 25 | -0.29× | 1.39× | ||
| Q1 25 | 2.08× | 0.43× | ||
| Q4 24 | 1.22× | 1.48× | ||
| Q3 24 | 2.18× | 1.86× | ||
| Q2 24 | 0.63× | 2.20× | ||
| Q1 24 | 2.63× | 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
BURL
暂无分部数据
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% |
