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COMFORT SYSTEMS USA INC（FIX）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COMFORT SYSTEMS USA INC的1.7倍（$4.5B vs $2.6B），COMFORT SYSTEMS USA INC净利率更高（12.5% vs 2.2%，领先10.3%），COMFORT SYSTEMS USA INC同比增速更快（41.7% vs 1.6%），过去两年COMFORT SYSTEMS USA INC的营收复合增速更高（31.2% vs -0.3%）
Comfort Systems USA Inc.是一家美国企业，主营机电工程承包服务，核心业务覆盖暖通空调、给排水、管道工程、控制系统、场外预制建造、监测服务、消防系统，以及电气系统的安装与运维，为各类客户提供一体化机电设施解决方案。
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。
FIX vs PPC — 直观对比
营收规模更大
PPC
是对方的1.7倍
$2.6B
营收增速更快
FIX
高出40.1%
1.6%
净利率更高
FIX
高出10.3%
2.2%
两年增速更快
FIX
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $4.5B |
| 净利润 | $330.8M | $101.5M |
| 毛利率 | 25.5% | 7.6% |
| 营业利润率 | 16.1% | 3.6% |
| 净利率 | 12.5% | 2.2% |
| 营收同比 | 41.7% | 1.6% |
| 净利润同比 | 126.8% | — |
| 每股收益（稀释后） | $9.35 | $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FIXPPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | $2.6B | $4.5B | ||
| Q3 25 | $2.5B | $4.8B | ||
| Q2 25 | $2.2B | $4.8B | ||
| Q1 25 | $1.8B | $4.5B | ||
| Q4 24 | $1.9B | $4.4B | ||
| Q3 24 | $1.8B | $4.6B | ||
| Q2 24 | $1.8B | $4.6B |
净利润FIXPPC
| Q1 26 | — | $101.5M | ||
| Q4 25 | $330.8M | $88.0M | ||
| Q3 25 | $291.6M | $342.8M | ||
| Q2 25 | $230.8M | $355.5M | ||
| Q1 25 | $169.3M | $296.0M | ||
| Q4 24 | $145.9M | $235.9M | ||
| Q3 24 | $146.2M | $349.9M | ||
| Q2 24 | $134.0M | $326.3M |
毛利率FIXPPC
| Q1 26 | — | 7.6% | ||
| Q4 25 | 25.5% | 9.5% | ||
| Q3 25 | 24.8% | 13.9% | ||
| Q2 25 | 23.5% | 15.0% | ||
| Q1 25 | 22.0% | 12.4% | ||
| Q4 24 | 23.2% | 12.7% | ||
| Q3 24 | 21.1% | 14.9% | ||
| Q2 24 | 20.1% | 15.2% |
营业利润率FIXPPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | 16.1% | 4.5% | ||
| Q3 25 | 15.5% | 10.4% | ||
| Q2 25 | 13.8% | 10.8% | ||
| Q1 25 | 11.4% | 9.1% | ||
| Q4 24 | 12.1% | 7.0% | ||
| Q3 24 | 11.2% | 11.1% | ||
| Q2 24 | 10.2% | 9.7% |
净利率FIXPPC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 12.5% | 1.9% | ||
| Q3 25 | 11.9% | 7.2% | ||
| Q2 25 | 10.6% | 7.5% | ||
| Q1 25 | 9.2% | 6.6% | ||
| Q4 24 | 7.8% | 5.4% | ||
| Q3 24 | 8.1% | 7.6% | ||
| Q2 24 | 7.4% | 7.2% |
每股收益（稀释后）FIXPPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | $9.35 | $0.37 | ||
| Q3 25 | $8.25 | $1.44 | ||
| Q2 25 | $6.53 | $1.49 | ||
| Q1 25 | $4.75 | $1.24 | ||
| Q4 24 | $4.08 | $1.00 | ||
| Q3 24 | $4.09 | $1.47 | ||
| Q2 24 | $3.74 | $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 | $981.9M | $542.4M |
| 总债务越低越好 | $145.2M | $3.1B |
| 股东权益账面价值 | $2.4B | $3.7B |
| 总资产 | $6.4B | $10.2B |
| 负债/权益比越低杠杆越低 | 0.06× | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资FIXPPC
| Q1 26 | — | $542.4M | ||
| Q4 25 | $981.9M | $640.2M | ||
| Q3 25 | $860.5M | $612.6M | ||
| Q2 25 | $331.7M | $849.0M | ||
| Q1 25 | $204.8M | $2.1B | ||
| Q4 24 | $549.9M | $2.0B | ||
| Q3 24 | $415.6M | $1.9B | ||
| Q2 24 | $199.4M | $1.3B |
总债务FIXPPC
| Q1 26 | — | $3.1B | ||
| Q4 25 | $145.2M | $3.1B | ||
| Q3 25 | $136.0M | $3.1B | ||
| Q2 25 | $73.0M | $3.1B | ||
| Q1 25 | $67.8M | $3.2B | ||
| Q4 24 | $68.3M | $3.2B | ||
| Q3 24 | $62.3M | $3.2B | ||
| Q2 24 | $73.4M | $3.2B |
股东权益FIXPPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $2.4B | $3.7B | ||
| Q3 25 | $2.2B | $3.5B | ||
| Q2 25 | $2.0B | $3.7B | ||
| Q1 25 | $1.8B | $3.1B | ||
| Q4 24 | $1.7B | $4.2B | ||
| Q3 24 | $1.6B | $4.2B | ||
| Q2 24 | $1.5B | $3.7B |
总资产FIXPPC
| Q1 26 | — | $10.2B | ||
| Q4 25 | $6.4B | $10.3B | ||
| Q3 25 | $5.8B | $10.0B | ||
| Q2 25 | $5.1B | $10.1B | ||
| Q1 25 | $4.6B | $11.0B | ||
| Q4 24 | $4.7B | $10.7B | ||
| Q3 24 | $4.4B | $10.7B | ||
| Q2 24 | $4.2B | $10.1B |
负债/权益比FIXPPC
| Q1 26 | — | 0.83× | ||
| Q4 25 | 0.06× | 0.84× | ||
| Q3 25 | 0.06× | 0.87× | ||
| Q2 25 | 0.04× | 0.83× | ||
| Q1 25 | 0.04× | 1.02× | ||
| Q4 24 | 0.04× | 0.76× | ||
| Q3 24 | 0.04× | 0.76× | ||
| Q2 24 | 0.05× | 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 | $468.5M | — |
| 自由现金流经营现金流 - 资本支出 | $402.4M | — |
| 自由现金流率自由现金流/营收 | 15.2% | — |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 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 | $1.0B | — |
8季度趋势，按日历期对齐
经营现金流FIXPPC
| Q1 26 | — | — | ||
| Q4 25 | $468.5M | $291.2M | ||
| Q3 25 | $553.3M | $458.3M | ||
| Q2 25 | $252.5M | $495.2M | ||
| Q1 25 | $-88.0M | $126.9M | ||
| Q4 24 | $210.5M | $349.3M | ||
| Q3 24 | $302.2M | $651.1M | ||
| Q2 24 | $189.9M | $718.6M |
自由现金流FIXPPC
| Q1 26 | — | — | ||
| Q4 25 | $402.4M | $10.0M | ||
| Q3 25 | $517.9M | $275.9M | ||
| Q2 25 | $221.2M | $339.1M | ||
| Q1 25 | $-110.2M | $28.1M | ||
| Q4 24 | $169.8M | $176.6M | ||
| Q3 24 | $280.1M | $565.3M | ||
| Q2 24 | $166.5M | $617.7M |
自由现金流率FIXPPC
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 0.2% | ||
| Q3 25 | 21.1% | 5.8% | ||
| Q2 25 | 10.2% | 7.1% | ||
| Q1 25 | -6.0% | 0.6% | ||
| Q4 24 | 9.1% | 4.0% | ||
| Q3 24 | 15.5% | 12.3% | ||
| Q2 24 | 9.2% | 13.5% |
资本支出强度FIXPPC
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 6.2% | ||
| Q3 25 | 1.4% | 3.8% | ||
| Q2 25 | 1.4% | 3.3% | ||
| Q1 25 | 1.2% | 2.2% | ||
| Q4 24 | 2.2% | 4.0% | ||
| Q3 24 | 1.2% | 1.9% | ||
| Q2 24 | 1.3% | 2.2% |
现金转化率FIXPPC
| Q1 26 | — | — | ||
| Q4 25 | 1.42× | 3.31× | ||
| Q3 25 | 1.90× | 1.34× | ||
| Q2 25 | 1.09× | 1.39× | ||
| Q1 25 | -0.52× | 0.43× | ||
| Q4 24 | 1.44× | 1.48× | ||
| Q3 24 | 2.07× | 1.86× | ||
| Q2 24 | 1.42× | 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
FIX
| Electrical Segment | $823.7M | 31% |
| Manufacturing Customer | $542.7M | 21% |
| Existing Building Construction | $491.4M | 19% |
| Healthcare Sector Customer | $220.8M | 8% |
| Service Projects | $153.0M | 6% |
| Education | $137.5M | 5% |
| Government Customer | $131.0M | 5% |
| Office Building Customer | $88.2M | 3% |
| Other Customer | $40.7M | 2% |
| Multi Family And Residential | $33.7M | 1% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
