vs
CDW Corporation（CDW）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
CDW Corporation的季度营收约是PILGRIMS PRIDE CORP的1.2倍（$5.5B vs $4.5B），CDW Corporation同比增速更快（6.3% vs 1.6%），过去两年CDW Corporation的营收复合增速更高（6.3% vs -0.3%）
CDW公司是美国多品牌信息技术服务提供商，服务覆盖美国、英国、加拿大三国的商业、政府、教育、医疗领域，总部位于伊利诺伊州弗农希尔斯，位列《财富》500强，2023年全年净销售额达210亿美元。
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。
CDW vs PPC — 直观对比
营收规模更大
CDW
是对方的1.2倍
$4.5B
营收增速更快
CDW
高出4.7%
1.6%
两年增速更快
CDW
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.5B | $4.5B |
| 净利润 | — | $101.5M |
| 毛利率 | 22.8% | 7.6% |
| 营业利润率 | 7.8% | 3.6% |
| 净利率 | — | 2.2% |
| 营收同比 | 6.3% | 1.6% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $2.13 | $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CDWPPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | $5.5B | $4.5B | ||
| Q3 25 | $5.7B | $4.8B | ||
| Q2 25 | $6.0B | $4.8B | ||
| Q1 25 | $5.2B | $4.5B | ||
| Q4 24 | $5.2B | $4.4B | ||
| Q3 24 | $5.5B | $4.6B | ||
| Q2 24 | $5.4B | $4.6B |
净利润CDWPPC
| Q1 26 | — | $101.5M | ||
| Q4 25 | — | $88.0M | ||
| Q3 25 | $291.0M | $342.8M | ||
| Q2 25 | $271.2M | $355.5M | ||
| Q1 25 | $224.9M | $296.0M | ||
| Q4 24 | — | $235.9M | ||
| Q3 24 | $316.4M | $349.9M | ||
| Q2 24 | $281.1M | $326.3M |
毛利率CDWPPC
| Q1 26 | — | 7.6% | ||
| Q4 25 | 22.8% | 9.5% | ||
| Q3 25 | 21.9% | 13.9% | ||
| Q2 25 | 20.8% | 15.0% | ||
| Q1 25 | 21.6% | 12.4% | ||
| Q4 24 | 22.3% | 12.7% | ||
| Q3 24 | 21.8% | 14.9% | ||
| Q2 24 | 21.8% | 15.2% |
营业利润率CDWPPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | 7.8% | 4.5% | ||
| Q3 25 | 7.7% | 10.4% | ||
| Q2 25 | 7.0% | 10.8% | ||
| Q1 25 | 7.0% | 9.1% | ||
| Q4 24 | 7.9% | 7.0% | ||
| Q3 24 | 8.7% | 11.1% | ||
| Q2 24 | 8.0% | 9.7% |
净利率CDWPPC
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | 5.1% | 7.2% | ||
| Q2 25 | 4.5% | 7.5% | ||
| Q1 25 | 4.3% | 6.6% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | 5.7% | 7.6% | ||
| Q2 24 | 5.2% | 7.2% |
每股收益（稀释后）CDWPPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | $2.13 | $0.37 | ||
| Q3 25 | $2.21 | $1.44 | ||
| Q2 25 | $2.05 | $1.49 | ||
| Q1 25 | $1.69 | $1.24 | ||
| Q4 24 | $1.97 | $1.00 | ||
| Q3 24 | $2.34 | $1.47 | ||
| Q2 24 | $2.07 | $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 | $618.7M | $542.4M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $2.6B | $3.7B |
| 总资产 | $16.0B | $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CDWPPC
| Q1 26 | — | $542.4M | ||
| Q4 25 | $618.7M | $640.2M | ||
| Q3 25 | $452.9M | $612.6M | ||
| Q2 25 | $481.0M | $849.0M | ||
| Q1 25 | $688.1M | $2.1B | ||
| Q4 24 | $717.7M | $2.0B | ||
| Q3 24 | $1.2B | $1.9B | ||
| Q2 24 | $665.3M | $1.3B |
总债务CDWPPC
| Q1 26 | — | $3.1B | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B |
股东权益CDWPPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $2.6B | $3.7B | ||
| Q3 25 | $2.5B | $3.5B | ||
| Q2 25 | $2.5B | $3.7B | ||
| Q1 25 | $2.3B | $3.1B | ||
| Q4 24 | $2.4B | $4.2B | ||
| Q3 24 | $2.3B | $4.2B | ||
| Q2 24 | $2.2B | $3.7B |
总资产CDWPPC
| Q1 26 | — | $10.2B | ||
| Q4 25 | $16.0B | $10.3B | ||
| Q3 25 | $15.2B | $10.0B | ||
| Q2 25 | $15.3B | $10.1B | ||
| Q1 25 | $15.0B | $11.0B | ||
| Q4 24 | $14.7B | $10.7B | ||
| Q3 24 | $14.4B | $10.7B | ||
| Q2 24 | $13.6B | $10.1B |
负债/权益比CDWPPC
| Q1 26 | — | 0.83× | ||
| Q4 25 | — | 0.84× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.83× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.76× | ||
| Q3 24 | — | 0.76× | ||
| Q2 24 | — | 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 | $433.8M | — |
| 自由现金流经营现金流 - 资本支出 | $395.9M | — |
| 自由现金流率自由现金流/营收 | 7.2% | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流CDWPPC
| Q1 26 | — | — | ||
| Q4 25 | $433.8M | $291.2M | ||
| Q3 25 | $328.3M | $458.3M | ||
| Q2 25 | $155.9M | $495.2M | ||
| Q1 25 | $287.2M | $126.9M | ||
| Q4 24 | $345.3M | $349.3M | ||
| Q3 24 | $342.1M | $651.1M | ||
| Q2 24 | $149.9M | $718.6M |
自由现金流CDWPPC
| Q1 26 | — | — | ||
| Q4 25 | $395.9M | $10.0M | ||
| Q3 25 | $298.5M | $275.9M | ||
| Q2 25 | $133.4M | $339.1M | ||
| Q1 25 | $260.3M | $28.1M | ||
| Q4 24 | $316.7M | $176.6M | ||
| Q3 24 | $308.5M | $565.3M | ||
| Q2 24 | $119.0M | $617.7M |
自由现金流率CDWPPC
| Q1 26 | — | — | ||
| Q4 25 | 7.2% | 0.2% | ||
| Q3 25 | 5.2% | 5.8% | ||
| Q2 25 | 2.2% | 7.1% | ||
| Q1 25 | 5.0% | 0.6% | ||
| Q4 24 | 6.1% | 4.0% | ||
| Q3 24 | 5.6% | 12.3% | ||
| Q2 24 | 2.2% | 13.5% |
资本支出强度CDWPPC
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 6.2% | ||
| Q3 25 | 0.5% | 3.8% | ||
| Q2 25 | 0.4% | 3.3% | ||
| Q1 25 | 0.5% | 2.2% | ||
| Q4 24 | 0.6% | 4.0% | ||
| Q3 24 | 0.6% | 1.9% | ||
| Q2 24 | 0.6% | 2.2% |
现金转化率CDWPPC
| Q1 26 | — | — | ||
| Q4 25 | — | 3.31× | ||
| Q3 25 | 1.13× | 1.34× | ||
| Q2 25 | 0.57× | 1.39× | ||
| Q1 25 | 1.28× | 0.43× | ||
| Q4 24 | — | 1.48× | ||
| Q3 24 | 1.08× | 1.86× | ||
| Q2 24 | 0.53× | 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
CDW
暂无分部数据
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
