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Expeditors International（EXPD）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Expeditors International的1.6倍（$4.5B vs $2.9B），Expeditors International净利率更高（7.0% vs 1.9%，领先5.1%），PILGRIMS PRIDE CORP同比增速更快（3.3% vs -3.3%），Expeditors International自由现金流更多（$270.3M vs $10.0M），过去两年Expeditors International的营收复合增速更高（13.8% vs 1.8%）
美国财富500强物流服务企业，总部位于华盛顿州贝尔维尤，依托覆盖六大洲100余个国家超340个网点的全球网络及统一集成的技术系统，为客户提供高度优化的定制化供应链解决方案。
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。
EXPD vs PPC — 直观对比
营收规模更大
PPC
是对方的1.6倍
$2.9B
营收增速更快
PPC
高出6.7%
-3.3%
净利率更高
EXPD
高出5.1%
1.9%
自由现金流更多
EXPD
多$260.3M
$10.0M
两年增速更快
EXPD
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $4.5B |
| 净利润 | $200.7M | $88.0M |
| 毛利率 | — | 9.5% |
| 营业利润率 | 8.8% | 4.5% |
| 净利率 | 7.0% | 1.9% |
| 营收同比 | -3.3% | 3.3% |
| 净利润同比 | -14.9% | -62.7% |
| 每股收益（稀释后） | $1.50 | $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EXPDPPC
| Q4 25 | $2.9B | $4.5B | ||
| Q3 25 | $2.9B | $4.8B | ||
| Q2 25 | $2.7B | $4.8B | ||
| Q1 25 | $2.7B | $4.5B | ||
| Q4 24 | $3.0B | $4.4B | ||
| Q3 24 | $3.0B | $4.6B | ||
| Q2 24 | $2.4B | $4.6B | ||
| Q1 24 | $2.2B | $4.4B |
净利润EXPDPPC
| Q4 25 | $200.7M | $88.0M | ||
| Q3 25 | $222.3M | $342.8M | ||
| Q2 25 | $183.6M | $355.5M | ||
| Q1 25 | $203.8M | $296.0M | ||
| Q4 24 | $235.9M | $235.9M | ||
| Q3 24 | $229.6M | $349.9M | ||
| Q2 24 | $175.5M | $326.3M | ||
| Q1 24 | $169.2M | $174.4M |
毛利率EXPDPPC
| 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EXPDPPC
| Q4 25 | 8.8% | 4.5% | ||
| Q3 25 | 10.0% | 10.4% | ||
| Q2 25 | 9.3% | 10.8% | ||
| Q1 25 | 10.0% | 9.1% | ||
| Q4 24 | 10.2% | 7.0% | ||
| Q3 24 | 10.1% | 11.1% | ||
| Q2 24 | 9.2% | 9.7% | ||
| Q1 24 | 9.7% | 5.7% |
净利率EXPDPPC
| Q4 25 | 7.0% | 1.9% | ||
| Q3 25 | 7.7% | 7.2% | ||
| Q2 25 | 6.9% | 7.5% | ||
| Q1 25 | 7.6% | 6.6% | ||
| Q4 24 | 8.0% | 5.4% | ||
| Q3 24 | 7.7% | 7.6% | ||
| Q2 24 | 7.2% | 7.2% | ||
| Q1 24 | 7.7% | 4.0% |
每股收益（稀释后）EXPDPPC
| Q4 25 | $1.50 | $0.37 | ||
| Q3 25 | $1.64 | $1.44 | ||
| Q2 25 | $1.34 | $1.49 | ||
| Q1 25 | $1.47 | $1.24 | ||
| Q4 24 | $1.68 | $1.00 | ||
| Q3 24 | $1.63 | $1.47 | ||
| Q2 24 | $1.24 | $1.37 | ||
| Q1 24 | $1.17 | $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 | $1.3B | $640.2M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $2.4B | $3.7B |
| 总资产 | $4.9B | $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EXPDPPC
| Q4 25 | $1.3B | $640.2M | ||
| Q3 25 | $1.2B | $612.6M | ||
| Q2 25 | $1.2B | $849.0M | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.1B | $2.0B | ||
| Q3 24 | $1.3B | $1.9B | ||
| Q2 24 | $1.3B | $1.3B | ||
| Q1 24 | $1.4B | $870.8M |
总债务EXPDPPC
| 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EXPDPPC
| Q4 25 | $2.4B | $3.7B | ||
| Q3 25 | $2.3B | $3.5B | ||
| Q2 25 | $2.2B | $3.7B | ||
| Q1 25 | $2.3B | $3.1B | ||
| Q4 24 | $2.2B | $4.2B | ||
| Q3 24 | $2.4B | $4.2B | ||
| Q2 24 | $2.2B | $3.7B | ||
| Q1 24 | $2.2B | $3.5B |
总资产EXPDPPC
| Q4 25 | $4.9B | $10.3B | ||
| Q3 25 | $4.8B | $10.0B | ||
| Q2 25 | $4.8B | $10.1B | ||
| Q1 25 | $4.8B | $11.0B | ||
| Q4 24 | $4.8B | $10.7B | ||
| Q3 24 | $5.2B | $10.7B | ||
| Q2 24 | $4.8B | $10.1B | ||
| Q1 24 | $4.5B | $9.8B |
负债/权益比EXPDPPC
| 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 | $283.3M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $270.3M | $10.0M |
| 自由现金流率自由现金流/营收 | 9.5% | 0.2% |
| 资本支出强度资本支出/营收 | 0.5% | 6.2% |
| 现金转化率经营现金流/净利润 | 1.41× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $953.4M | $653.1M |
8季度趋势，按日历期对齐
经营现金流EXPDPPC
| Q4 25 | $283.3M | $291.2M | ||
| Q3 25 | $201.4M | $458.3M | ||
| Q2 25 | $179.2M | $495.2M | ||
| Q1 25 | $342.6M | $126.9M | ||
| Q4 24 | $249.7M | $349.3M | ||
| Q3 24 | $90.0M | $651.1M | ||
| Q2 24 | $126.8M | $718.6M | ||
| Q1 24 | $256.9M | $271.0M |
自由现金流EXPDPPC
| Q4 25 | $270.3M | $10.0M | ||
| Q3 25 | $190.3M | $275.9M | ||
| Q2 25 | $163.3M | $339.1M | ||
| Q1 25 | $329.5M | $28.1M | ||
| Q4 24 | $239.7M | $176.6M | ||
| Q3 24 | $77.7M | $565.3M | ||
| Q2 24 | $118.8M | $617.7M | ||
| Q1 24 | $246.7M | $171.9M |
自由现金流率EXPDPPC
| Q4 25 | 9.5% | 0.2% | ||
| Q3 25 | 6.6% | 5.8% | ||
| Q2 25 | 6.2% | 7.1% | ||
| Q1 25 | 12.4% | 0.6% | ||
| Q4 24 | 8.1% | 4.0% | ||
| Q3 24 | 2.6% | 12.3% | ||
| Q2 24 | 4.9% | 13.5% | ||
| Q1 24 | 11.2% | 3.9% |
资本支出强度EXPDPPC
| Q4 25 | 0.5% | 6.2% | ||
| Q3 25 | 0.4% | 3.8% | ||
| Q2 25 | 0.6% | 3.3% | ||
| Q1 25 | 0.5% | 2.2% | ||
| Q4 24 | 0.3% | 4.0% | ||
| Q3 24 | 0.4% | 1.9% | ||
| Q2 24 | 0.3% | 2.2% | ||
| Q1 24 | 0.5% | 2.3% |
现金转化率EXPDPPC
| Q4 25 | 1.41× | 3.31× | ||
| Q3 25 | 0.91× | 1.34× | ||
| Q2 25 | 0.98× | 1.39× | ||
| Q1 25 | 1.68× | 0.43× | ||
| Q4 24 | 1.06× | 1.48× | ||
| Q3 24 | 0.39× | 1.86× | ||
| Q2 24 | 0.72× | 2.20× | ||
| Q1 24 | 1.52× | 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
EXPD
| Customs Brokerage And Other Services | $1.1B | 40% |
| Airfreight Services | $1.1B | 39% |
| Ocean Freight And Ocean Services | $611.4M | 21% |
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% |
