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C.H. Robinson（CHRW）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C.H. Robinson的1.1倍（$4.5B vs $4.0B），C.H. Robinson净利率更高（3.7% vs 2.2%，领先1.4%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs -0.8%），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（-0.3% vs -5.4%）
C.H. Robinson是美国知名第三方物流与运输服务企业，业务涵盖货运代理、运输管理、中介经纪及仓储服务，可提供整车、零担、空运、多式联运、海运等多种运输解决方案，满足全球客户差异化物流需求。
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。
CHRW vs PPC — 直观对比
营收规模更大
PPC
是对方的1.1倍
$4.0B
营收增速更快
PPC
高出2.4%
-0.8%
净利率更高
CHRW
高出1.4%
2.2%
两年增速更快
PPC
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $4.5B |
| 净利润 | $147.2M | $101.5M |
| 毛利率 | 16.1% | 7.6% |
| 营业利润率 | 3.6% | 3.6% |
| 净利率 | 3.7% | 2.2% |
| 营收同比 | -0.8% | 1.6% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | $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CHRWPPC
| Q1 26 | $4.0B | $4.5B | ||
| Q4 25 | $3.9B | $4.5B | ||
| Q3 25 | $4.1B | $4.8B | ||
| Q2 25 | $4.1B | $4.8B | ||
| Q1 25 | $4.0B | $4.5B | ||
| Q4 24 | $4.2B | $4.4B | ||
| Q3 24 | $4.6B | $4.6B | ||
| Q2 24 | $4.5B | $4.6B |
净利润CHRWPPC
| Q1 26 | $147.2M | $101.5M | ||
| Q4 25 | $136.3M | $88.0M | ||
| Q3 25 | $163.0M | $342.8M | ||
| Q2 25 | $152.5M | $355.5M | ||
| Q1 25 | $135.3M | $296.0M | ||
| Q4 24 | $149.3M | $235.9M | ||
| Q3 24 | $97.2M | $349.9M | ||
| Q2 24 | $126.3M | $326.3M |
毛利率CHRWPPC
| Q1 26 | 16.1% | 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CHRWPPC
| Q1 26 | 3.6% | 3.6% | ||
| Q4 25 | 4.6% | 4.5% | ||
| Q3 25 | 5.3% | 10.4% | ||
| Q2 25 | 5.2% | 10.8% | ||
| Q1 25 | 4.4% | 9.1% | ||
| Q4 24 | 4.4% | 7.0% | ||
| Q3 24 | 3.9% | 11.1% | ||
| Q2 24 | 4.0% | 9.7% |
净利率CHRWPPC
| Q1 26 | 3.7% | 2.2% | ||
| Q4 25 | 3.5% | 1.9% | ||
| Q3 25 | 3.9% | 7.2% | ||
| Q2 25 | 3.7% | 7.5% | ||
| Q1 25 | 3.3% | 6.6% | ||
| Q4 24 | 3.6% | 5.4% | ||
| Q3 24 | 2.1% | 7.6% | ||
| Q2 24 | 2.8% | 7.2% |
每股收益（稀释后）CHRWPPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | $1.12 | $0.37 | ||
| Q3 25 | $1.34 | $1.44 | ||
| Q2 25 | $1.26 | $1.49 | ||
| Q1 25 | $1.11 | $1.24 | ||
| Q4 24 | $1.23 | $1.00 | ||
| Q3 24 | $0.80 | $1.47 | ||
| Q2 24 | $1.05 | $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 | $159.7M | $542.4M |
| 总债务越低越好 | $1.3B | $3.1B |
| 股东权益账面价值 | — | $3.7B |
| 总资产 | $5.2B | $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CHRWPPC
| Q1 26 | $159.7M | $542.4M | ||
| Q4 25 | $160.9M | $640.2M | ||
| Q3 25 | $136.8M | $612.6M | ||
| Q2 25 | $156.0M | $849.0M | ||
| Q1 25 | $129.9M | $2.1B | ||
| Q4 24 | $145.8M | $2.0B | ||
| Q3 24 | $131.7M | $1.9B | ||
| Q2 24 | $113.2M | $1.3B |
总债务CHRWPPC
| Q1 26 | $1.3B | $3.1B | ||
| Q4 25 | $1.1B | $3.1B | ||
| Q3 25 | $1.2B | $3.1B | ||
| Q2 25 | $1.4B | $3.1B | ||
| Q1 25 | $1.4B | $3.2B | ||
| Q4 24 | $1.4B | $3.2B | ||
| Q3 24 | $1.6B | $3.2B | ||
| Q2 24 | $1.6B | $3.2B |
股东权益CHRWPPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $1.8B | $3.7B | ||
| Q3 25 | $1.9B | $3.5B | ||
| Q2 25 | $1.8B | $3.7B | ||
| Q1 25 | $1.7B | $3.1B | ||
| Q4 24 | $1.7B | $4.2B | ||
| Q3 24 | $1.6B | $4.2B | ||
| Q2 24 | $1.5B | $3.7B |
总资产CHRWPPC
| Q1 26 | $5.2B | $10.2B | ||
| Q4 25 | $5.1B | $10.3B | ||
| Q3 25 | $5.2B | $10.0B | ||
| Q2 25 | $5.3B | $10.1B | ||
| Q1 25 | $5.2B | $11.0B | ||
| Q4 24 | $5.3B | $10.7B | ||
| Q3 24 | $5.6B | $10.7B | ||
| Q2 24 | $5.5B | $10.1B |
负债/权益比CHRWPPC
| Q1 26 | — | 0.83× | ||
| Q4 25 | 0.59× | 0.84× | ||
| Q3 25 | 0.64× | 0.87× | ||
| Q2 25 | 0.76× | 0.83× | ||
| Q1 25 | 0.80× | 1.02× | ||
| Q4 24 | 0.80× | 0.76× | ||
| Q3 24 | 0.95× | 0.76× | ||
| Q2 24 | 1.07× | 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 | $68.6M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.47× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CHRWPPC
| Q1 26 | $68.6M | — | ||
| Q4 25 | $305.4M | $291.2M | ||
| Q3 25 | $275.4M | $458.3M | ||
| Q2 25 | $227.1M | $495.2M | ||
| Q1 25 | $106.5M | $126.9M | ||
| Q4 24 | $267.9M | $349.3M | ||
| Q3 24 | $108.1M | $651.1M | ||
| Q2 24 | $166.4M | $718.6M |
自由现金流CHRWPPC
| Q1 26 | — | — | ||
| Q4 25 | $302.4M | $10.0M | ||
| Q3 25 | $269.5M | $275.9M | ||
| Q2 25 | $219.8M | $339.1M | ||
| Q1 25 | $103.2M | $28.1M | ||
| Q4 24 | $265.3M | $176.6M | ||
| Q3 24 | $103.3M | $565.3M | ||
| Q2 24 | $159.8M | $617.7M |
自由现金流率CHRWPPC
| Q1 26 | — | — | ||
| Q4 25 | 7.7% | 0.2% | ||
| Q3 25 | 6.5% | 5.8% | ||
| Q2 25 | 5.3% | 7.1% | ||
| Q1 25 | 2.5% | 0.6% | ||
| Q4 24 | 6.3% | 4.0% | ||
| Q3 24 | 2.2% | 12.3% | ||
| Q2 24 | 3.6% | 13.5% |
资本支出强度CHRWPPC
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 6.2% | ||
| Q3 25 | 0.1% | 3.8% | ||
| Q2 25 | 0.2% | 3.3% | ||
| Q1 25 | 0.1% | 2.2% | ||
| Q4 24 | 0.1% | 4.0% | ||
| Q3 24 | 0.1% | 1.9% | ||
| Q2 24 | 0.1% | 2.2% |
现金转化率CHRWPPC
| Q1 26 | 0.47× | — | ||
| Q4 25 | 2.24× | 3.31× | ||
| Q3 25 | 1.69× | 1.34× | ||
| Q2 25 | 1.49× | 1.39× | ||
| Q1 25 | 0.79× | 0.43× | ||
| Q4 24 | 1.79× | 1.48× | ||
| Q3 24 | 1.11× | 1.86× | ||
| Q2 24 | 1.32× | 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
CHRW
| Transportation | $3.6B | 91% |
| Sourcing | $369.2M | 9% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
