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天弘科技（CLS）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的季度营收约是天弘科技的1.1倍（$4.5B vs $4.0B），天弘科技净利率更高（5.2% vs 2.2%，领先3.0%），天弘科技同比增速更快（52.8% vs 1.6%），过去两年天弘科技的营收复合增速更高（35.4% vs -0.3%）
天弘科技（Celestica Inc.）是总部位于加拿大安大略省多伦多的跨国电子制造服务（EMS）企业，业务涵盖设计、生产制造、硬件平台搭建及供应链服务，目前在全球15个国家设有50个运营站点，为各行业客户提供专业的电子产业链相关解决方案。
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。
CLS 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
CLS
高出51.2%
1.6%
净利率更高
CLS
高出3.0%
2.2%
两年增速更快
CLS
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $4.5B |
| 净利润 | $212.3M | $101.5M |
| 毛利率 | 10.8% | 7.6% |
| 营业利润率 | 6723.5% | 3.6% |
| 净利率 | 5.2% | 2.2% |
| 营收同比 | 52.8% | 1.6% |
| 净利润同比 | 146.3% | — |
| 每股收益（稀释后） | $1.83 | $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CLSPPC
| Q1 26 | $4.0B | $4.5B | ||
| Q4 25 | $3.7B | $4.5B | ||
| Q3 25 | $3.2B | $4.8B | ||
| Q2 25 | $2.9B | $4.8B | ||
| Q1 25 | $2.6B | $4.5B | ||
| Q4 24 | — | $4.4B | ||
| Q3 24 | $2.5B | $4.6B | ||
| Q2 24 | $2.4B | $4.6B |
净利润CLSPPC
| Q1 26 | $212.3M | $101.5M | ||
| Q4 25 | $267.5M | $88.0M | ||
| Q3 25 | $267.8M | $342.8M | ||
| Q2 25 | $211.0M | $355.5M | ||
| Q1 25 | $86.2M | $296.0M | ||
| Q4 24 | — | $235.9M | ||
| Q3 24 | $89.5M | $349.9M | ||
| Q2 24 | $95.0M | $326.3M |
毛利率CLSPPC
| Q1 26 | 10.8% | 7.6% | ||
| Q4 25 | 11.8% | 9.5% | ||
| Q3 25 | 13.0% | 13.9% | ||
| Q2 25 | 12.8% | 15.0% | ||
| Q1 25 | 10.3% | 12.4% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | 10.4% | 14.9% | ||
| Q2 24 | 10.6% | 15.2% |
营业利润率CLSPPC
| Q1 26 | 6723.5% | 3.6% | ||
| Q4 25 | 8.6% | 4.5% | ||
| Q3 25 | 10.2% | 10.4% | ||
| Q2 25 | 9.4% | 10.8% | ||
| Q1 25 | 4.9% | 9.1% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | 5.5% | 11.1% | ||
| Q2 24 | 5.6% | 9.7% |
净利率CLSPPC
| Q1 26 | 5.2% | 2.2% | ||
| Q4 25 | 7.3% | 1.9% | ||
| Q3 25 | 8.4% | 7.2% | ||
| Q2 25 | 7.3% | 7.5% | ||
| Q1 25 | 3.3% | 6.6% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | 3.6% | 7.6% | ||
| Q2 24 | 4.0% | 7.2% |
每股收益（稀释后）CLSPPC
| Q1 26 | $1.83 | $0.43 | ||
| Q4 25 | $2.29 | $0.37 | ||
| Q3 25 | $2.31 | $1.44 | ||
| Q2 25 | $1.82 | $1.49 | ||
| Q1 25 | $0.74 | $1.24 | ||
| Q4 24 | — | $1.00 | ||
| Q3 24 | $0.75 | $1.47 | ||
| Q2 24 | $0.80 | $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 | $378.0M | $542.4M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $2.1B | $3.7B |
| 总资产 | $8260.0B | $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CLSPPC
| Q1 26 | $378.0M | $542.4M | ||
| Q4 25 | $595.6M | $640.2M | ||
| Q3 25 | $305.9M | $612.6M | ||
| Q2 25 | $313.8M | $849.0M | ||
| Q1 25 | $303.0M | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.3B |
总债务CLSPPC
| Q1 26 | — | $3.1B | ||
| Q4 25 | $750.5M | $3.1B | ||
| Q3 25 | $756.7M | $3.1B | ||
| Q2 25 | $848.6M | $3.1B | ||
| Q1 25 | $915.0M | $3.2B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B |
股东权益CLSPPC
| Q1 26 | $2.1B | $3.7B | ||
| Q4 25 | $2.2B | $3.7B | ||
| Q3 25 | $2.0B | $3.5B | ||
| Q2 25 | $1.8B | $3.7B | ||
| Q1 25 | $1.6B | $3.1B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | $1.8B | $4.2B | ||
| Q2 24 | $1.8B | $3.7B |
总资产CLSPPC
| Q1 26 | $8260.0B | $10.2B | ||
| Q4 25 | $7.2B | $10.3B | ||
| Q3 25 | $6.6B | $10.0B | ||
| Q2 25 | $6.2B | $10.1B | ||
| Q1 25 | $5.8B | $11.0B | ||
| Q4 24 | — | $10.7B | ||
| Q3 24 | — | $10.7B | ||
| Q2 24 | — | $10.1B |
负债/权益比CLSPPC
| Q1 26 | — | 0.83× | ||
| Q4 25 | 0.34× | 0.84× | ||
| Q3 25 | 0.37× | 0.87× | ||
| Q2 25 | 0.48× | 0.83× | ||
| Q1 25 | 0.59× | 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 | $356.3M | — |
| 自由现金流经营现金流 - 资本支出 | $137.9M | — |
| 自由现金流率自由现金流/营收 | 3.4% | — |
| 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 | 1.68× | — |
| 过去12个月自由现金流最近4个季度 | $502.6M | — |
8季度趋势，按日历期对齐
经营现金流CLSPPC
| Q1 26 | $356.3M | — | ||
| Q4 25 | $250.6M | $291.2M | ||
| Q3 25 | $126.2M | $458.3M | ||
| Q2 25 | $152.4M | $495.2M | ||
| Q1 25 | $130.3M | $126.9M | ||
| Q4 24 | — | $349.3M | ||
| Q3 24 | $122.8M | $651.1M | ||
| Q2 24 | $99.6M | $718.6M |
自由现金流CLSPPC
| Q1 26 | $137.9M | — | ||
| Q4 25 | $155.9M | $10.0M | ||
| Q3 25 | $88.9M | $275.9M | ||
| Q2 25 | $119.9M | $339.1M | ||
| Q1 25 | $93.6M | $28.1M | ||
| Q4 24 | — | $176.6M | ||
| Q3 24 | $76.8M | $565.3M | ||
| Q2 24 | $62.7M | $617.7M |
自由现金流率CLSPPC
| Q1 26 | 3.4% | — | ||
| Q4 25 | 4.3% | 0.2% | ||
| Q3 25 | 2.8% | 5.8% | ||
| Q2 25 | 4.1% | 7.1% | ||
| Q1 25 | 3.5% | 0.6% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | 3.1% | 12.3% | ||
| Q2 24 | 2.6% | 13.5% |
资本支出强度CLSPPC
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 6.2% | ||
| Q3 25 | 1.2% | 3.8% | ||
| Q2 25 | 1.1% | 3.3% | ||
| Q1 25 | 1.4% | 2.2% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | 1.8% | 1.9% | ||
| Q2 24 | 1.5% | 2.2% |
现金转化率CLSPPC
| Q1 26 | 1.68× | — | ||
| Q4 25 | 0.94× | 3.31× | ||
| Q3 25 | 0.47× | 1.34× | ||
| Q2 25 | 0.72× | 1.39× | ||
| Q1 25 | 1.51× | 0.43× | ||
| Q4 24 | — | 1.48× | ||
| Q3 24 | 1.37× | 1.86× | ||
| Q2 24 | 1.05× | 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
CLS
暂无分部数据
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
