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CASEYS GENERAL STORES INC（CASY）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CASEYS GENERAL STORES INC的1.0倍（$4.5B vs $4.5B），CASEYS GENERAL STORES INC净利率更高（4.6% vs 2.2%，领先2.3%），CASEYS GENERAL STORES INC同比增速更快（14.2% vs 1.6%），过去两年CASEYS GENERAL STORES INC的营收复合增速更高（16.3% vs -0.3%）
凯西零售是美国中西部及南部的连锁便利店企业，总部位于爱荷华州得梅因市郊的安克尼。截至2023年10月1日，品牌在16个州共开设2500家门店，是美国第三大、全美资最大的便利店连锁品牌，也是爱荷华州仅有的两家财富500强企业之一，旗下披萨等食品广受消费者欢迎。
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。
CASY vs PPC — 直观对比
营收规模更大
PPC
是对方的1.0倍
$4.5B
营收增速更快
CASY
高出12.6%
1.6%
净利率更高
CASY
高出2.3%
2.2%
两年增速更快
CASY
近两年复合增速
-0.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $4.5B |
| 净利润 | $206.3M | $101.5M |
| 毛利率 | — | 7.6% |
| 营业利润率 | 6.1% | 3.6% |
| 净利率 | 4.6% | 2.2% |
| 营收同比 | 14.2% | 1.6% |
| 净利润同比 | 14.0% | — |
| 每股收益（稀释后） | $5.53 | $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CASYPPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | $4.5B | $4.5B | ||
| Q3 25 | $4.6B | $4.8B | ||
| Q2 25 | $4.0B | $4.8B | ||
| Q1 25 | $3.9B | $4.5B | ||
| Q4 24 | $3.9B | $4.4B | ||
| Q3 24 | $4.1B | $4.6B | ||
| Q2 24 | $3.6B | $4.6B |
净利润CASYPPC
| Q1 26 | — | $101.5M | ||
| Q4 25 | $206.3M | $88.0M | ||
| Q3 25 | $215.4M | $342.8M | ||
| Q2 25 | $98.3M | $355.5M | ||
| Q1 25 | $87.1M | $296.0M | ||
| Q4 24 | $180.9M | $235.9M | ||
| Q3 24 | $180.2M | $349.9M | ||
| Q2 24 | $87.0M | $326.3M |
毛利率CASYPPC
| Q1 26 | — | 7.6% | ||
| 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% |
营业利润率CASYPPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | 6.1% | 4.5% | ||
| Q3 25 | 6.1% | 10.4% | ||
| Q2 25 | — | 10.8% | ||
| Q1 25 | 2.8% | 9.1% | ||
| Q4 24 | 6.1% | 7.0% | ||
| Q3 24 | 5.8% | 11.1% | ||
| Q2 24 | — | 9.7% |
净利率CASYPPC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 4.6% | 1.9% | ||
| Q3 25 | 4.7% | 7.2% | ||
| Q2 25 | 2.5% | 7.5% | ||
| Q1 25 | 2.2% | 6.6% | ||
| Q4 24 | 4.6% | 5.4% | ||
| Q3 24 | 4.4% | 7.6% | ||
| Q2 24 | 2.4% | 7.2% |
每股收益（稀释后）CASYPPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | $5.53 | $0.37 | ||
| Q3 25 | $5.77 | $1.44 | ||
| Q2 25 | $2.63 | $1.49 | ||
| Q1 25 | $2.33 | $1.24 | ||
| Q4 24 | $4.85 | $1.00 | ||
| Q3 24 | $4.83 | $1.47 | ||
| Q2 24 | $2.34 | $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 | $492.0M | $542.4M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $3.8B | $3.7B |
| 总资产 | $8.6B | $10.2B |
| 负债/权益比越低杠杆越低 | — | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资CASYPPC
| Q1 26 | — | $542.4M | ||
| Q4 25 | $492.0M | $640.2M | ||
| Q3 25 | $458.1M | $612.6M | ||
| Q2 25 | $326.7M | $849.0M | ||
| Q1 25 | $394.8M | $2.1B | ||
| Q4 24 | $351.7M | $2.0B | ||
| Q3 24 | $305.0M | $1.9B | ||
| Q2 24 | $206.5M | $1.3B |
总债务CASYPPC
| Q1 26 | — | $3.1B | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $2.4B | $3.1B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | $1.6B | $3.2B |
股东权益CASYPPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $3.8B | $3.7B | ||
| Q3 25 | $3.6B | $3.5B | ||
| Q2 25 | $3.5B | $3.7B | ||
| Q1 25 | $3.4B | $3.1B | ||
| Q4 24 | $3.3B | $4.2B | ||
| Q3 24 | $3.2B | $4.2B | ||
| Q2 24 | $3.0B | $3.7B |
总资产CASYPPC
| Q1 26 | — | $10.2B | ||
| Q4 25 | $8.6B | $10.3B | ||
| Q3 25 | $8.4B | $10.0B | ||
| Q2 25 | $8.2B | $10.1B | ||
| Q1 25 | $8.2B | $11.0B | ||
| Q4 24 | $7.7B | $10.7B | ||
| Q3 24 | $6.5B | $10.7B | ||
| Q2 24 | $6.3B | $10.1B |
负债/权益比CASYPPC
| Q1 26 | — | 0.83× | ||
| Q4 25 | — | 0.84× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | 0.69× | 0.83× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.76× | ||
| Q3 24 | — | 0.76× | ||
| Q2 24 | 0.52× | 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 | $347.1M | — |
| 自由现金流经营现金流 - 资本支出 | $176.0M | — |
| 自由现金流率自由现金流/营收 | 3.9% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | 1.68× | — |
| 过去12个月自由现金流最近4个季度 | $682.2M | — |
8季度趋势，按日历期对齐
经营现金流CASYPPC
| Q1 26 | — | — | ||
| Q4 25 | $347.1M | $291.2M | ||
| Q3 25 | $372.4M | $458.3M | ||
| Q2 25 | $333.9M | $495.2M | ||
| Q1 25 | $204.9M | $126.9M | ||
| Q4 24 | $270.7M | $349.3M | ||
| Q3 24 | $281.4M | $651.1M | ||
| Q2 24 | $288.4M | $718.6M |
自由现金流CASYPPC
| Q1 26 | — | — | ||
| Q4 25 | $176.0M | $10.0M | ||
| Q3 25 | $262.4M | $275.9M | ||
| Q2 25 | $153.1M | $339.1M | ||
| Q1 25 | $90.7M | $28.1M | ||
| Q4 24 | $160.0M | $176.6M | ||
| Q3 24 | $180.8M | $565.3M | ||
| Q2 24 | $92.1M | $617.7M |
自由现金流率CASYPPC
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 0.2% | ||
| Q3 25 | 5.7% | 5.8% | ||
| Q2 25 | 3.8% | 7.1% | ||
| Q1 25 | 2.3% | 0.6% | ||
| Q4 24 | 4.1% | 4.0% | ||
| Q3 24 | 4.4% | 12.3% | ||
| Q2 24 | 2.6% | 13.5% |
资本支出强度CASYPPC
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 6.2% | ||
| Q3 25 | 2.4% | 3.8% | ||
| Q2 25 | 4.5% | 3.3% | ||
| Q1 25 | 2.9% | 2.2% | ||
| Q4 24 | 2.8% | 4.0% | ||
| Q3 24 | 2.5% | 1.9% | ||
| Q2 24 | 5.5% | 2.2% |
现金转化率CASYPPC
| Q1 26 | — | — | ||
| Q4 25 | 1.68× | 3.31× | ||
| Q3 25 | 1.73× | 1.34× | ||
| Q2 25 | 3.40× | 1.39× | ||
| Q1 25 | 2.35× | 0.43× | ||
| Q4 24 | 1.50× | 1.48× | ||
| Q3 24 | 1.56× | 1.86× | ||
| Q2 24 | 3.31× | 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
CASY
暂无分部数据
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
