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高知特(CTSH)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
高知特的季度营收约是PILGRIMS PRIDE CORP的1.2倍($5.4B vs $4.5B),高知特净利率更高(12.2% vs 1.9%,领先10.3%),高知特同比增速更快(5.8% vs 3.3%),高知特自由现金流更多($198.0M vs $10.0M),过去两年高知特的营收复合增速更高(5.6% vs 1.8%)
高知特是美国跨国信息技术咨询与外包服务商,1994年成立于印度金奈,最初是邓白氏旗下内部技术部门,1996年起对外开展服务,现总部位于美国新泽西州蒂内克,为纳斯达克100指数成分股,股票代码CTSH。
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。
CTSH vs PPC — 直观对比
营收规模更大
CTSH
是对方的1.2倍
$4.5B
营收增速更快
CTSH
高出2.5%
3.3%
净利率更高
CTSH
高出10.3%
1.9%
自由现金流更多
CTSH
多$188.0M
$10.0M
两年增速更快
CTSH
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $5.4B | $4.5B |
| 净利润 | $662.0M | $88.0M |
| 毛利率 | — | 9.5% |
| 营业利润率 | 15.6% | 4.5% |
| 净利率 | 12.2% | 1.9% |
| 营收同比 | 5.8% | 3.3% |
| 净利润同比 | -0.2% | -62.7% |
| 每股收益(稀释后) | $1.39 | $0.37 |
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
CTSH
PPC
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.3B | $4.5B | ||
| Q3 25 | $5.4B | $4.8B | ||
| Q2 25 | $5.2B | $4.8B | ||
| Q1 25 | $5.1B | $4.5B | ||
| Q4 24 | $5.1B | $4.4B | ||
| Q3 24 | $5.0B | $4.6B | ||
| Q2 24 | $4.8B | $4.6B |
净利润
CTSH
PPC
| Q1 26 | $662.0M | — | ||
| Q4 25 | $648.0M | $88.0M | ||
| Q3 25 | $274.0M | $342.8M | ||
| Q2 25 | $645.0M | $355.5M | ||
| Q1 25 | $663.0M | $296.0M | ||
| Q4 24 | $546.0M | $235.9M | ||
| Q3 24 | $582.0M | $349.9M | ||
| Q2 24 | $566.0M | $326.3M |
毛利率
CTSH
PPC
| Q1 26 | — | — | ||
| 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
CTSH
PPC
| Q1 26 | 15.6% | — | ||
| Q4 25 | 16.0% | 4.5% | ||
| Q3 25 | 16.0% | 10.4% | ||
| Q2 25 | 15.6% | 10.8% | ||
| Q1 25 | 16.7% | 9.1% | ||
| Q4 24 | 14.8% | 7.0% | ||
| Q3 24 | 14.6% | 11.1% | ||
| Q2 24 | 14.6% | 9.7% |
净利率
CTSH
PPC
| Q1 26 | 12.2% | — | ||
| Q4 25 | 12.2% | 1.9% | ||
| Q3 25 | 5.1% | 7.2% | ||
| Q2 25 | 12.3% | 7.5% | ||
| Q1 25 | 13.0% | 6.6% | ||
| Q4 24 | 10.7% | 5.4% | ||
| Q3 24 | 11.5% | 7.6% | ||
| Q2 24 | 11.7% | 7.2% |
每股收益(稀释后)
CTSH
PPC
| Q1 26 | $1.39 | — | ||
| Q4 25 | $1.35 | $0.37 | ||
| Q3 25 | $0.56 | $1.44 | ||
| Q2 25 | $1.31 | $1.49 | ||
| Q1 25 | $1.34 | $1.24 | ||
| Q4 24 | $1.10 | $1.00 | ||
| Q3 24 | $1.17 | $1.47 | ||
| Q2 24 | $1.14 | $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 | $1.5B | $640.2M |
| 总债务越低越好 | $568.0M | $3.1B |
| 股东权益账面价值 | $15.1B | $3.7B |
| 总资产 | $20.5B | $10.3B |
| 负债/权益比越低杠杆越低 | 0.04× | 0.84× |
8季度趋势,按日历期对齐
现金及短期投资
CTSH
PPC
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.9B | $640.2M | ||
| Q3 25 | $2.4B | $612.6M | ||
| Q2 25 | $1.8B | $849.0M | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $2.2B | $2.0B | ||
| Q3 24 | $2.0B | $1.9B | ||
| Q2 24 | $2.2B | $1.3B |
总债务
CTSH
PPC
| Q1 26 | $568.0M | — | ||
| 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
CTSH
PPC
| Q1 26 | $15.1B | — | ||
| Q4 25 | $15.0B | $3.7B | ||
| Q3 25 | $14.9B | $3.5B | ||
| Q2 25 | $15.3B | $3.7B | ||
| Q1 25 | $14.9B | $3.1B | ||
| Q4 24 | $14.4B | $4.2B | ||
| Q3 24 | $14.5B | $4.2B | ||
| Q2 24 | $13.9B | $3.7B |
总资产
CTSH
PPC
| Q1 26 | $20.5B | — | ||
| Q4 25 | $20.7B | $10.3B | ||
| Q3 25 | $20.1B | $10.0B | ||
| Q2 25 | $20.2B | $10.1B | ||
| Q1 25 | $20.0B | $11.0B | ||
| Q4 24 | $20.0B | $10.7B | ||
| Q3 24 | $20.2B | $10.7B | ||
| Q2 24 | $18.6B | $10.1B |
负债/权益比
CTSH
PPC
| Q1 26 | 0.04× | — | ||
| 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 | $274.0M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $198.0M | $10.0M |
| 自由现金流率自由现金流/营收 | 3.7% | 0.2% |
| 资本支出强度资本支出/营收 | — | 6.2% |
| 现金转化率经营现金流/净利润 | 0.41× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $2.5B | $653.1M |
8季度趋势,按日历期对齐
经营现金流
CTSH
PPC
| Q1 26 | $274.0M | — | ||
| Q4 25 | $858.0M | $291.2M | ||
| Q3 25 | $1.2B | $458.3M | ||
| Q2 25 | $398.0M | $495.2M | ||
| Q1 25 | $400.0M | $126.9M | ||
| Q4 24 | $920.0M | $349.3M | ||
| Q3 24 | $847.0M | $651.1M | ||
| Q2 24 | $262.0M | $718.6M |
自由现金流
CTSH
PPC
| Q1 26 | $198.0M | — | ||
| Q4 25 | $781.0M | $10.0M | ||
| Q3 25 | $1.2B | $275.9M | ||
| Q2 25 | $331.0M | $339.1M | ||
| Q1 25 | $323.0M | $28.1M | ||
| Q4 24 | $837.0M | $176.6M | ||
| Q3 24 | $791.0M | $565.3M | ||
| Q2 24 | $183.0M | $617.7M |
自由现金流率
CTSH
PPC
| Q1 26 | 3.7% | — | ||
| Q4 25 | 14.6% | 0.2% | ||
| Q3 25 | 21.4% | 5.8% | ||
| Q2 25 | 6.3% | 7.1% | ||
| Q1 25 | 6.3% | 0.6% | ||
| Q4 24 | 16.5% | 4.0% | ||
| Q3 24 | 15.7% | 12.3% | ||
| Q2 24 | 3.8% | 13.5% |
资本支出强度
CTSH
PPC
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 6.2% | ||
| Q3 25 | 1.2% | 3.8% | ||
| Q2 25 | 1.3% | 3.3% | ||
| Q1 25 | 1.5% | 2.2% | ||
| Q4 24 | 1.6% | 4.0% | ||
| Q3 24 | 1.1% | 1.9% | ||
| Q2 24 | 1.6% | 2.2% |
现金转化率
CTSH
PPC
| Q1 26 | 0.41× | — | ||
| Q4 25 | 1.32× | 3.31× | ||
| Q3 25 | 4.48× | 1.34× | ||
| Q2 25 | 0.62× | 1.39× | ||
| Q1 25 | 0.60× | 0.43× | ||
| Q4 24 | 1.68× | 1.48× | ||
| Q3 24 | 1.46× | 1.86× | ||
| Q2 24 | 0.46× | 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
CTSH
暂无分部数据
PPC
| Retail | $1.5B | 33% |
| Europe Reportable Segment | $1.4B | 31% |
| Food Service | $889.2M | 20% |
| Prepared Product | $332.8M | 7% |
| Product Export | $122.7M | 3% |
| Other Sales Channel | $96.0M | 2% |
| Other Product And Service | $79.7M | 2% |
| Related Party | $21.7M | 0% |
| Seara Meats B.V. | $18.9M | 0% |
| Penasul UKLTD | $10.3M | 0% |
| JBSUSA Food Company | $5.4M | 0% |