vs
Eversource Energy（ES）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Eversource Energy的1.3倍（$4.5B vs $3.4B），Eversource Energy净利率更高（12.6% vs 1.9%，领先10.6%），Eversource Energy同比增速更快（13.4% vs 3.3%），PILGRIMS PRIDE CORP自由现金流更多（$10.0M vs $-67.3M），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（1.8% vs 0.6%）
Eversource Energy是位列财富500强的上市能源企业，总部位于美国马萨诸塞州斯普林菲尔德，在康涅狄格州哈特福德、马萨诸塞州波士顿均设有办公据点，旗下多家受监管子公司为康涅狄格、马萨诸塞、新罕布什尔三州约400万用户提供零售电力、天然气及供水服务。
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。
ES vs PPC — 直观对比
营收规模更大
PPC
是对方的1.3倍
$3.4B
营收增速更快
ES
高出10.1%
3.3%
净利率更高
ES
高出10.6%
1.9%
自由现金流更多
PPC
多$77.3M
$-67.3M
两年增速更快
PPC
近两年复合增速
0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $4.5B |
| 净利润 | $423.2M | $88.0M |
| 毛利率 | — | 9.5% |
| 营业利润率 | 21.1% | 4.5% |
| 净利率 | 12.6% | 1.9% |
| 营收同比 | 13.4% | 3.3% |
| 净利润同比 | 468.8% | -62.7% |
| 每股收益（稀释后） | $1.11 | $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ESPPC
| Q4 25 | $3.4B | $4.5B | ||
| Q3 25 | $3.2B | $4.8B | ||
| Q2 25 | $2.8B | $4.8B | ||
| Q1 25 | $4.1B | $4.5B | ||
| Q4 24 | $3.0B | $4.4B | ||
| Q3 24 | $3.1B | $4.6B | ||
| Q2 24 | $2.5B | $4.6B | ||
| Q1 24 | $3.3B | $4.4B |
净利润ESPPC
| Q4 25 | $423.2M | $88.0M | ||
| Q3 25 | $369.4M | $342.8M | ||
| Q2 25 | $354.6M | $355.5M | ||
| Q1 25 | $552.7M | $296.0M | ||
| Q4 24 | $74.4M | $235.9M | ||
| Q3 24 | $-116.2M | $349.9M | ||
| Q2 24 | $337.2M | $326.3M | ||
| Q1 24 | $523.7M | $174.4M |
毛利率ESPPC
| 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% | ||
| Q1 24 | — | 8.8% |
营业利润率ESPPC
| Q4 25 | 21.1% | 4.5% | ||
| Q3 25 | 21.4% | 10.4% | ||
| Q2 25 | 23.4% | 10.8% | ||
| Q1 25 | 22.5% | 9.1% | ||
| Q4 24 | 11.7% | 7.0% | ||
| Q3 24 | 20.0% | 11.1% | ||
| Q2 24 | 23.8% | 9.7% | ||
| Q1 24 | 25.4% | 5.7% |
净利率ESPPC
| Q4 25 | 12.6% | 1.9% | ||
| Q3 25 | 11.5% | 7.2% | ||
| Q2 25 | 12.5% | 7.5% | ||
| Q1 25 | 13.4% | 6.6% | ||
| Q4 24 | 2.5% | 5.4% | ||
| Q3 24 | -3.8% | 7.6% | ||
| Q2 24 | 13.3% | 7.2% | ||
| Q1 24 | 15.7% | 4.0% |
每股收益（稀释后）ESPPC
| Q4 25 | $1.11 | $0.37 | ||
| Q3 25 | $0.99 | $1.44 | ||
| Q2 25 | $0.96 | $1.49 | ||
| Q1 25 | $1.50 | $1.24 | ||
| Q4 24 | $0.16 | $1.00 | ||
| Q3 24 | $-0.33 | $1.47 | ||
| Q2 24 | $0.95 | $1.37 | ||
| Q1 24 | $1.49 | $0.73 |
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 | $135.4M | $640.2M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $16.2B | $3.7B |
| 总资产 | $63.8B | $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ESPPC
| Q4 25 | $135.4M | $640.2M | ||
| Q3 25 | $259.3M | $612.6M | ||
| Q2 25 | $343.7M | $849.0M | ||
| Q1 25 | $111.4M | $2.1B | ||
| Q4 24 | $26.7M | $2.0B | ||
| Q3 24 | $97.9M | $1.9B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $870.8M |
总债务ESPPC
| 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 | ||
| Q1 24 | — | $3.3B |
股东权益ESPPC
| Q4 25 | $16.2B | $3.7B | ||
| Q3 25 | $16.0B | $3.5B | ||
| Q2 25 | $15.7B | $3.7B | ||
| Q1 25 | $15.3B | $3.1B | ||
| Q4 24 | $15.0B | $4.2B | ||
| Q3 24 | $15.0B | $4.2B | ||
| Q2 24 | $14.8B | $3.7B | ||
| Q1 24 | $14.5B | $3.5B |
总资产ESPPC
| Q4 25 | $63.8B | $10.3B | ||
| Q3 25 | $61.7B | $10.0B | ||
| Q2 25 | $61.0B | $10.1B | ||
| Q1 25 | $60.2B | $11.0B | ||
| Q4 24 | $59.6B | $10.7B | ||
| Q3 24 | $58.6B | $10.7B | ||
| Q2 24 | $58.4B | $10.1B | ||
| Q1 24 | $57.3B | $9.8B |
负债/权益比ESPPC
| 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× | ||
| Q1 24 | — | 0.96× |
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 | $916.1M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $-67.3M | $10.0M |
| 自由现金流率自由现金流/营收 | -2.0% | 0.2% |
| 资本支出强度资本支出/营收 | 29.2% | 6.2% |
| 现金转化率经营现金流/净利润 | 2.16× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $-45.1M | $653.1M |
8季度趋势，按日历期对齐
经营现金流ESPPC
| Q4 25 | $916.1M | $291.2M | ||
| Q3 25 | $1.1B | $458.3M | ||
| Q2 25 | $1.1B | $495.2M | ||
| Q1 25 | $1.0B | $126.9M | ||
| Q4 24 | $642.1M | $349.3M | ||
| Q3 24 | $555.6M | $651.1M | ||
| Q2 24 | $670.7M | $718.6M | ||
| Q1 24 | $291.3M | $271.0M |
自由现金流ESPPC
| Q4 25 | $-67.3M | $10.0M | ||
| Q3 25 | $-26.3M | $275.9M | ||
| Q2 25 | $15.3M | $339.1M | ||
| Q1 25 | $33.2M | $28.1M | ||
| Q4 24 | $-546.5M | $176.6M | ||
| Q3 24 | $-515.4M | $565.3M | ||
| Q2 24 | $-400.8M | $617.7M | ||
| Q1 24 | $-858.1M | $171.9M |
自由现金流率ESPPC
| Q4 25 | -2.0% | 0.2% | ||
| Q3 25 | -0.8% | 5.8% | ||
| Q2 25 | 0.5% | 7.1% | ||
| Q1 25 | 0.8% | 0.6% | ||
| Q4 24 | -18.4% | 4.0% | ||
| Q3 24 | -16.8% | 12.3% | ||
| Q2 24 | -15.8% | 13.5% | ||
| Q1 24 | -25.7% | 3.9% |
资本支出强度ESPPC
| Q4 25 | 29.2% | 6.2% | ||
| Q3 25 | 35.0% | 3.8% | ||
| Q2 25 | 36.7% | 3.3% | ||
| Q1 25 | 24.5% | 2.2% | ||
| Q4 24 | 40.0% | 4.0% | ||
| Q3 24 | 35.0% | 1.9% | ||
| Q2 24 | 42.3% | 2.2% | ||
| Q1 24 | 34.5% | 2.3% |
现金转化率ESPPC
| Q4 25 | 2.16× | 3.31× | ||
| Q3 25 | 2.98× | 1.34× | ||
| Q2 25 | 2.98× | 1.39× | ||
| Q1 25 | 1.88× | 0.43× | ||
| Q4 24 | 8.63× | 1.48× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | 1.99× | 2.20× | ||
| Q1 24 | 0.56× | 1.55× |
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
ES
| Residential | $1.2B | 35% |
| Commercial | $789.0M | 23% |
| Eversource Electric Transmission | $573.8M | 17% |
| Wholesale Transmission Revenue | $570.0M | 17% |
| Industrial | $102.6M | 3% |
| Water Distribution Segment | $58.4M | 2% |
| Eversource Water | $56.3M | 2% |
| Other Revenue Adjustmentsfrom Contractswith Customers | $25.9M | 1% |
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% |
