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Equinix(EQIX)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Equinix的1.9倍($4.5B vs $2.4B),Equinix净利率更高(11.0% vs 1.9%,领先9.0%),Equinix同比增速更快(8.8% vs 3.3%),过去两年Equinix的营收复合增速更高(5.9% vs 1.8%)
Equinix是总部位于美国加利福尼亚州雷德伍德城的跨国企业,主营互联网连接服务与数据中心托管业务,旗下数据中心此前常被业内称为“运营商酒店”,2015年1月公司正式转型为房地产投资信托基金(REIT)。
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。
EQIX vs PPC — 直观对比
营收规模更大
PPC
是对方的1.9倍
$2.4B
营收增速更快
EQIX
高出5.4%
3.3%
净利率更高
EQIX
高出9.0%
1.9%
两年增速更快
EQIX
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $4.5B |
| 净利润 | $265.0M | $88.0M |
| 毛利率 | 50.5% | 9.5% |
| 营业利润率 | 17.4% | 4.5% |
| 净利率 | 11.0% | 1.9% |
| 营收同比 | 8.8% | 3.3% |
| 净利润同比 | -22.7% | -62.7% |
| 每股收益(稀释后) | $2.70 | $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
EQIX
PPC
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $4.5B | ||
| Q3 25 | $2.3B | $4.8B | ||
| Q2 25 | $2.3B | $4.8B | ||
| Q1 25 | $2.2B | $4.5B | ||
| Q4 24 | $2.3B | $4.4B | ||
| Q3 24 | $2.2B | $4.6B | ||
| Q2 24 | $2.2B | $4.6B |
净利润
EQIX
PPC
| Q1 26 | $265.0M | — | ||
| Q4 25 | $265.0M | $88.0M | ||
| Q3 25 | $374.0M | $342.8M | ||
| Q2 25 | $368.0M | $355.5M | ||
| Q1 25 | $343.0M | $296.0M | ||
| Q4 24 | $-14.0M | $235.9M | ||
| Q3 24 | $297.0M | $349.9M | ||
| Q2 24 | $301.0M | $326.3M |
毛利率
EQIX
PPC
| Q1 26 | 50.5% | — | ||
| Q4 25 | 50.5% | 9.5% | ||
| Q3 25 | 50.7% | 13.9% | ||
| Q2 25 | 52.0% | 15.0% | ||
| Q1 25 | 51.3% | 12.4% | ||
| Q4 24 | 47.1% | 12.7% | ||
| Q3 24 | 50.1% | 14.9% | ||
| Q2 24 | 49.9% | 15.2% |
营业利润率
EQIX
PPC
| Q1 26 | 17.4% | — | ||
| Q4 25 | 17.4% | 4.5% | ||
| Q3 25 | 20.5% | 10.4% | ||
| Q2 25 | 21.9% | 10.8% | ||
| Q1 25 | 20.6% | 9.1% | ||
| Q4 24 | 4.6% | 7.0% | ||
| Q3 24 | 19.3% | 11.1% | ||
| Q2 24 | 20.2% | 9.7% |
净利率
EQIX
PPC
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.0% | 1.9% | ||
| Q3 25 | 16.1% | 7.2% | ||
| Q2 25 | 16.3% | 7.5% | ||
| Q1 25 | 15.4% | 6.6% | ||
| Q4 24 | -0.6% | 5.4% | ||
| Q3 24 | 13.5% | 7.6% | ||
| Q2 24 | 13.9% | 7.2% |
每股收益(稀释后)
EQIX
PPC
| Q1 26 | $2.70 | — | ||
| Q4 25 | $2.70 | $0.37 | ||
| Q3 25 | $3.81 | $1.44 | ||
| Q2 25 | $3.75 | $1.49 | ||
| Q1 25 | $3.50 | $1.24 | ||
| Q4 24 | $-0.19 | $1.00 | ||
| Q3 24 | $3.10 | $1.47 | ||
| Q2 24 | $3.16 | $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 | $3.2B | $640.2M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $14.2B | $3.7B |
| 总资产 | $40.1B | $10.3B |
| 负债/权益比越低杠杆越低 | — | 0.84× |
8季度趋势,按日历期对齐
现金及短期投资
EQIX
PPC
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $640.2M | ||
| Q3 25 | $2.9B | $612.6M | ||
| Q2 25 | $4.5B | $849.0M | ||
| Q1 25 | $3.7B | $2.1B | ||
| Q4 24 | $3.6B | $2.0B | ||
| Q3 24 | $3.2B | $1.9B | ||
| Q2 24 | $2.0B | $1.3B |
总债务
EQIX
PPC
| Q1 26 | — | — | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | $17.3B | $3.1B | ||
| Q2 25 | $18.1B | $3.1B | ||
| Q1 25 | $15.9B | $3.2B | ||
| Q4 24 | $15.3B | $3.2B | ||
| Q3 24 | $15.4B | $3.2B | ||
| Q2 24 | $14.5B | $3.2B |
股东权益
EQIX
PPC
| Q1 26 | $14.2B | — | ||
| Q4 25 | $14.2B | $3.7B | ||
| Q3 25 | $14.2B | $3.5B | ||
| Q2 25 | $14.1B | $3.7B | ||
| Q1 25 | $13.9B | $3.1B | ||
| Q4 24 | $13.5B | $4.2B | ||
| Q3 24 | $13.6B | $4.2B | ||
| Q2 24 | $12.3B | $3.7B |
总资产
EQIX
PPC
| Q1 26 | $40.1B | — | ||
| Q4 25 | $40.1B | $10.3B | ||
| Q3 25 | $38.1B | $10.0B | ||
| Q2 25 | $38.8B | $10.1B | ||
| Q1 25 | $36.1B | $11.0B | ||
| Q4 24 | $35.1B | $10.7B | ||
| Q3 24 | $35.4B | $10.7B | ||
| Q2 24 | $32.9B | $10.1B |
负债/权益比
EQIX
PPC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.84× | ||
| Q3 25 | 1.22× | 0.87× | ||
| Q2 25 | 1.28× | 0.83× | ||
| Q1 25 | 1.14× | 1.02× | ||
| Q4 24 | 1.13× | 0.76× | ||
| Q3 24 | 1.13× | 0.76× | ||
| Q2 24 | 1.18× | 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 | — | $291.2M |
| 自由现金流经营现金流 - 资本支出 | — | $10.0M |
| 自由现金流率自由现金流/营收 | — | 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 | — | 3.31× |
| 过去12个月自由现金流最近4个季度 | — | $653.1M |
8季度趋势,按日历期对齐
经营现金流
EQIX
PPC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $291.2M | ||
| Q3 25 | $1.0B | $458.3M | ||
| Q2 25 | $944.0M | $495.2M | ||
| Q1 25 | $809.0M | $126.9M | ||
| Q4 24 | $981.0M | $349.3M | ||
| Q3 24 | $758.0M | $651.1M | ||
| Q2 24 | $912.0M | $718.6M |
自由现金流
EQIX
PPC
| Q1 26 | — | — | ||
| Q4 25 | $-292.0M | $10.0M | ||
| Q3 25 | $-122.0M | $275.9M | ||
| Q2 25 | $-45.0M | $339.1M | ||
| Q1 25 | $59.0M | $28.1M | ||
| Q4 24 | $-6.0M | $176.6M | ||
| Q3 24 | $34.0M | $565.3M | ||
| Q2 24 | $264.0M | $617.7M |
自由现金流率
EQIX
PPC
| Q1 26 | — | — | ||
| Q4 25 | -12.1% | 0.2% | ||
| Q3 25 | -5.3% | 5.8% | ||
| Q2 25 | -2.0% | 7.1% | ||
| Q1 25 | 2.7% | 0.6% | ||
| Q4 24 | -0.3% | 4.0% | ||
| Q3 24 | 1.5% | 12.3% | ||
| Q2 24 | 12.2% | 13.5% |
资本支出强度
EQIX
PPC
| Q1 26 | — | — | ||
| Q4 25 | 59.3% | 6.2% | ||
| Q3 25 | 49.1% | 3.8% | ||
| Q2 25 | 43.8% | 3.3% | ||
| Q1 25 | 33.7% | 2.2% | ||
| Q4 24 | 43.7% | 4.0% | ||
| Q3 24 | 32.9% | 1.9% | ||
| Q2 24 | 30.0% | 2.2% |
现金转化率
EQIX
PPC
| Q1 26 | — | — | ||
| Q4 25 | 4.32× | 3.31× | ||
| Q3 25 | 2.71× | 1.34× | ||
| Q2 25 | 2.57× | 1.39× | ||
| Q1 25 | 2.36× | 0.43× | ||
| Q4 24 | — | 1.48× | ||
| Q3 24 | 2.55× | 1.86× | ||
| Q2 24 | 3.03× | 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
EQIX
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% |