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CNH Industrial N.V.（CNH）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CNH Industrial N.V.的1.2倍（$4.5B vs $3.8B），PILGRIMS PRIDE CORP净利率更高（2.2% vs 0.3%，领先2.0%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs 0.6%），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（-0.3% vs -10.7%）
CNH Industrial是意美跨国企业，全球总部位于英国巴西尔登，由跨国投资公司Exor控股，实际控制方为阿涅利家族。公司核心业务涵盖农业机械、工程设备的设计、生产及销售，覆盖全球所有主要市场，目前正重点拓展高增长市场的业务布局。
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。
CNH vs PPC — 直观对比
营收规模更大
PPC
是对方的1.2倍
$3.8B
营收增速更快
PPC
高出1.0%
0.6%
净利率更高
PPC
高出2.0%
0.3%
两年增速更快
PPC
近两年复合增速
-10.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $4.5B |
| 净利润 | $10.0M | $101.5M |
| 毛利率 | 31.9% | 7.6% |
| 营业利润率 | 0.3% | 3.6% |
| 净利率 | 0.3% | 2.2% |
| 营收同比 | 0.6% | 1.6% |
| 净利润同比 | -17.8% | — |
| 每股收益（稀释后） | $0.01 | $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CNHPPC
| Q1 26 | $3.8B | $4.5B | ||
| Q4 25 | $4.5B | $4.5B | ||
| Q3 25 | $3.7B | $4.8B | ||
| Q2 25 | $4.0B | $4.8B | ||
| Q1 25 | $3.2B | $4.5B | ||
| Q4 24 | $4.1B | $4.4B | ||
| Q3 24 | $4.0B | $4.6B | ||
| Q2 24 | $4.8B | $4.6B |
净利润CNHPPC
| Q1 26 | $10.0M | $101.5M | ||
| Q4 25 | $86.0M | $88.0M | ||
| Q3 25 | $80.0M | $342.8M | ||
| Q2 25 | $213.0M | $355.5M | ||
| Q1 25 | $131.0M | $296.0M | ||
| Q4 24 | $106.0M | $235.9M | ||
| Q3 24 | $306.0M | $349.9M | ||
| Q2 24 | $433.0M | $326.3M |
毛利率CNHPPC
| Q1 26 | 31.9% | 7.6% | ||
| Q4 25 | 18.4% | 9.5% | ||
| Q3 25 | 19.1% | 13.9% | ||
| Q2 25 | 20.6% | 15.0% | ||
| Q1 25 | 19.0% | 12.4% | ||
| Q4 24 | 19.5% | 12.7% | ||
| Q3 24 | 21.7% | 14.9% | ||
| Q2 24 | 22.9% | 15.2% |
营业利润率CNHPPC
| Q1 26 | 0.3% | 3.6% | ||
| Q4 25 | 3.0% | 4.5% | ||
| Q3 25 | 1.4% | 10.4% | ||
| Q2 25 | 6.8% | 10.8% | ||
| Q1 25 | 5.1% | 9.1% | ||
| Q4 24 | 5.8% | 7.0% | ||
| Q3 24 | 9.6% | 11.1% | ||
| Q2 24 | 11.1% | 9.7% |
净利率CNHPPC
| Q1 26 | 0.3% | 2.2% | ||
| Q4 25 | 1.9% | 1.9% | ||
| Q3 25 | 2.2% | 7.2% | ||
| Q2 25 | 5.3% | 7.5% | ||
| Q1 25 | 4.1% | 6.6% | ||
| Q4 24 | 2.6% | 5.4% | ||
| Q3 24 | 7.7% | 7.6% | ||
| Q2 24 | 9.0% | 7.2% |
每股收益（稀释后）CNHPPC
| Q1 26 | $0.01 | $0.43 | ||
| Q4 25 | $0.08 | $0.37 | ||
| Q3 25 | $0.06 | $1.44 | ||
| Q2 25 | $0.17 | $1.49 | ||
| Q1 25 | $0.10 | $1.24 | ||
| Q4 24 | $0.10 | $1.00 | ||
| Q3 24 | $0.24 | $1.47 | ||
| Q2 24 | $0.34 | $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 | $1.6M | $542.4M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $7.8M | $3.7B |
| 总资产 | $42.0M | $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CNHPPC
| Q1 26 | $1.6M | $542.4M | ||
| Q4 25 | $2.6B | $640.2M | ||
| Q3 25 | $2.3B | $612.6M | ||
| Q2 25 | $2.5B | $849.0M | ||
| Q1 25 | $1.7B | $2.1B | ||
| Q4 24 | $3.2B | $2.0B | ||
| Q3 24 | $1.8B | $1.9B | ||
| Q2 24 | $2.0B | $1.3B |
总债务CNHPPC
| 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CNHPPC
| Q1 26 | $7.8M | $3.7B | ||
| Q4 25 | $7.8B | $3.7B | ||
| Q3 25 | $7.8B | $3.5B | ||
| Q2 25 | $7.8B | $3.7B | ||
| Q1 25 | $7.9B | $3.1B | ||
| Q4 24 | $7.7B | $4.2B | ||
| Q3 24 | $7.7B | $4.2B | ||
| Q2 24 | $7.6B | $3.7B |
总资产CNHPPC
| Q1 26 | $42.0M | $10.2B | ||
| Q4 25 | $42.7B | $10.3B | ||
| Q3 25 | $43.3B | $10.0B | ||
| Q2 25 | $43.7B | $10.1B | ||
| Q1 25 | $42.1B | $11.0B | ||
| Q4 24 | $42.9B | $10.7B | ||
| Q3 24 | $44.0B | $10.7B | ||
| Q2 24 | $44.0B | $10.1B |
负债/权益比CNHPPC
| 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 | $35.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-589.0M | — |
| 自由现金流率自由现金流/营收 | -15.4% | — |
| 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 | 3.50× | — |
| 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CNHPPC
| Q1 26 | $35.0M | — | ||
| Q4 25 | $945.0M | $291.2M | ||
| Q3 25 | $659.0M | $458.3M | ||
| Q2 25 | $772.0M | $495.2M | ||
| Q1 25 | $162.0M | $126.9M | ||
| Q4 24 | $1.7B | $349.3M | ||
| Q3 24 | $791.0M | $651.1M | ||
| Q2 24 | $379.0M | $718.6M |
自由现金流CNHPPC
| Q1 26 | $-589.0M | — | ||
| Q4 25 | — | $10.0M | ||
| Q3 25 | — | $275.9M | ||
| Q2 25 | — | $339.1M | ||
| Q1 25 | — | $28.1M | ||
| Q4 24 | — | $176.6M | ||
| Q3 24 | — | $565.3M | ||
| Q2 24 | — | $617.7M |
自由现金流率CNHPPC
| Q1 26 | -15.4% | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 7.1% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 13.5% |
资本支出强度CNHPPC
| Q1 26 | — | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.2% |
现金转化率CNHPPC
| Q1 26 | 3.50× | — | ||
| Q4 25 | 10.99× | 3.31× | ||
| Q3 25 | 8.24× | 1.34× | ||
| Q2 25 | 3.62× | 1.39× | ||
| Q1 25 | 1.24× | 0.43× | ||
| Q4 24 | 15.96× | 1.48× | ||
| Q3 24 | 2.58× | 1.86× | ||
| Q2 24 | 0.88× | 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
CNH
暂无分部数据
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
