vs
加拿大国家铁路(CP)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的季度营收约是加拿大国家铁路的1.6倍($4.5B vs $2.8B),加拿大国家铁路净利率更高(27.7% vs 2.2%,领先25.4%),PILGRIMS PRIDE CORP同比增速更快(1.6% vs 1.3%),过去两年加拿大国家铁路的营收复合增速更高(5.6% vs -0.3%)
加拿大国家铁路是加拿大一级货运铁路企业,总部位于魁北克省蒙特利尔市,业务覆盖加拿大全境及美国中西部、南部区域,是加拿大两大主力货运铁路运营商之一,与加拿大太平洋堪萨斯城铁路公司齐名。
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。
CP vs PPC — 直观对比
营收规模更大
PPC
是对方的1.6倍
$2.8B
营收增速更快
PPC
高出0.3%
1.3%
净利率更高
CP
高出25.4%
2.2%
两年增速更快
CP
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.8B | $4.5B |
| 净利润 | $786.2M | $101.5M |
| 毛利率 | — | 7.6% |
| 营业利润率 | 41.4% | 3.6% |
| 净利率 | 27.7% | 2.2% |
| 营收同比 | 1.3% | 1.6% |
| 净利润同比 | -10.3% | — |
| 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
CP
PPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | $2.8B | $4.5B | ||
| Q3 25 | $2.7B | $4.8B | ||
| Q2 25 | $2.7B | $4.8B | ||
| Q1 25 | $2.8B | $4.5B | ||
| Q4 24 | $2.8B | $4.4B | ||
| Q3 24 | $2.6B | $4.6B | ||
| Q2 24 | $2.6B | $4.6B |
净利润
CP
PPC
| Q1 26 | — | $101.5M | ||
| Q4 25 | $786.2M | $88.0M | ||
| Q3 25 | $671.6M | $342.8M | ||
| Q2 25 | $900.8M | $355.5M | ||
| Q1 25 | $664.3M | $296.0M | ||
| Q4 24 | $876.7M | $235.9M | ||
| Q3 24 | $611.0M | $349.9M | ||
| Q2 24 | $660.6M | $326.3M |
毛利率
CP
PPC
| 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
CP
PPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | 41.4% | 4.5% | ||
| Q3 25 | 36.8% | 10.4% | ||
| Q2 25 | 36.6% | 10.8% | ||
| Q1 25 | 35.0% | 9.1% | ||
| Q4 24 | 40.6% | 7.0% | ||
| Q3 24 | 34.3% | 11.1% | ||
| Q2 24 | 35.4% | 9.7% |
净利率
CP
PPC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 27.7% | 1.9% | ||
| Q3 25 | 25.3% | 7.2% | ||
| Q2 25 | 33.6% | 7.5% | ||
| Q1 25 | 24.2% | 6.6% | ||
| Q4 24 | 31.2% | 5.4% | ||
| Q3 24 | 23.9% | 7.6% | ||
| Q2 24 | 25.3% | 7.2% |
每股收益(稀释后)
CP
PPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | — | $0.37 | ||
| Q3 25 | — | $1.44 | ||
| Q2 25 | — | $1.49 | ||
| Q1 25 | — | $1.24 | ||
| Q4 24 | — | $1.00 | ||
| Q3 24 | — | $1.47 | ||
| Q2 24 | — | $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 | $134.3M | $542.4M |
| 总债务越低越好 | $14.6B | $3.1B |
| 股东权益账面价值 | $33.5B | $3.7B |
| 总资产 | $62.7B | $10.2B |
| 负债/权益比越低杠杆越低 | 0.43× | 0.83× |
8季度趋势,按日历期对齐
现金及短期投资
CP
PPC
| Q1 26 | — | $542.4M | ||
| Q4 25 | $134.3M | $640.2M | ||
| Q3 25 | $300.0M | $612.6M | ||
| Q2 25 | $583.3M | $849.0M | ||
| Q1 25 | $507.4M | $2.1B | ||
| Q4 24 | $539.5M | $2.0B | ||
| Q3 24 | $338.0M | $1.9B | ||
| Q2 24 | $406.6M | $1.3B |
总债务
CP
PPC
| Q1 26 | — | $3.1B | ||
| Q4 25 | $14.6B | $3.1B | ||
| Q3 25 | $15.8B | $3.1B | ||
| Q2 25 | $15.5B | $3.1B | ||
| Q1 25 | $15.4B | $3.2B | ||
| Q4 24 | $14.5B | $3.2B | ||
| Q3 24 | $13.7B | $3.2B | ||
| Q2 24 | $13.8B | $3.2B |
股东权益
CP
PPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $33.5B | $3.7B | ||
| Q3 25 | $33.4B | $3.5B | ||
| Q2 25 | $33.7B | $3.7B | ||
| Q1 25 | $35.2B | $3.1B | ||
| Q4 24 | $35.0B | $4.2B | ||
| Q3 24 | $32.2B | $4.2B | ||
| Q2 24 | $32.0B | $3.7B |
总资产
CP
PPC
| Q1 26 | — | $10.2B | ||
| Q4 25 | $62.7B | $10.3B | ||
| Q3 25 | $63.3B | $10.0B | ||
| Q2 25 | $62.2B | $10.1B | ||
| Q1 25 | $64.3B | $11.0B | ||
| Q4 24 | $64.1B | $10.7B | ||
| Q3 24 | $60.0B | $10.7B | ||
| Q2 24 | $60.4B | $10.1B |
负债/权益比
CP
PPC
| Q1 26 | — | 0.83× | ||
| Q4 25 | 0.43× | 0.84× | ||
| Q3 25 | 0.47× | 0.87× | ||
| Q2 25 | 0.46× | 0.83× | ||
| Q1 25 | 0.44× | 1.02× | ||
| Q4 24 | 0.41× | 0.76× | ||
| Q3 24 | 0.42× | 0.76× | ||
| Q2 24 | 0.43× | 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 | $1.1B | — |
| 自由现金流经营现金流 - 资本支出 | $537.3M | — |
| 自由现金流率自由现金流/营收 | 18.9% | — |
| 资本支出强度资本支出/营收 | 20.2% | — |
| 现金转化率经营现金流/净利润 | 1.42× | — |
| 过去12个月自由现金流最近4个季度 | $1.6B | — |
8季度趋势,按日历期对齐
经营现金流
CP
PPC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $291.2M | ||
| Q3 25 | $930.0M | $458.3M | ||
| Q2 25 | $989.1M | $495.2M | ||
| Q1 25 | $843.9M | $126.9M | ||
| Q4 24 | $1.2B | $349.3M | ||
| Q3 24 | $928.6M | $651.1M | ||
| Q2 24 | $932.9M | $718.6M |
自由现金流
CP
PPC
| Q1 26 | — | — | ||
| Q4 25 | $537.3M | $10.0M | ||
| Q3 25 | $302.2M | $275.9M | ||
| Q2 25 | $446.8M | $339.1M | ||
| Q1 25 | $324.9M | $28.1M | ||
| Q4 24 | $702.3M | $176.6M | ||
| Q3 24 | $382.5M | $565.3M | ||
| Q2 24 | $343.1M | $617.7M |
自由现金流率
CP
PPC
| Q1 26 | — | — | ||
| Q4 25 | 18.9% | 0.2% | ||
| Q3 25 | 11.4% | 5.8% | ||
| Q2 25 | 16.7% | 7.1% | ||
| Q1 25 | 11.8% | 0.6% | ||
| Q4 24 | 25.0% | 4.0% | ||
| Q3 24 | 15.0% | 12.3% | ||
| Q2 24 | 13.1% | 13.5% |
资本支出强度
CP
PPC
| Q1 26 | — | — | ||
| Q4 25 | 20.2% | 6.2% | ||
| Q3 25 | 23.7% | 3.8% | ||
| Q2 25 | 20.2% | 3.3% | ||
| Q1 25 | 18.9% | 2.2% | ||
| Q4 24 | 19.3% | 4.0% | ||
| Q3 24 | 21.4% | 1.9% | ||
| Q2 24 | 22.6% | 2.2% |
现金转化率
CP
PPC
| Q1 26 | — | — | ||
| Q4 25 | 1.42× | 3.31× | ||
| Q3 25 | 1.38× | 1.34× | ||
| Q2 25 | 1.10× | 1.39× | ||
| Q1 25 | 1.27× | 0.43× | ||
| Q4 24 | 1.42× | 1.48× | ||
| Q3 24 | 1.52× | 1.86× | ||
| Q2 24 | 1.41× | 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
CP
暂无分部数据
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |