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通用磨坊（GIS）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
通用磨坊的季度营收约是PILGRIMS PRIDE CORP的1.1倍（$4.9B vs $4.5B），通用磨坊净利率更高（8.5% vs 1.9%，领先6.5%），PILGRIMS PRIDE CORP同比增速更快（3.3% vs -7.2%），通用磨坊自由现金流更多（$675.7M vs $10.0M），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（1.8% vs -2.4%）
通用磨坊是美国知名跨国消费食品企业，主营品牌包装食品的生产与营销，产品通过零售渠道面向大众发售。公司发源于明尼阿波利斯市密西西比河畔的圣安东尼瀑布区域，最初以大型面粉加工业务闻名，现总部位于明尼阿波利斯市郊的明尼苏达州金谷市。
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。
GIS vs PPC — 直观对比
营收规模更大
GIS
是对方的1.1倍
$4.5B
营收增速更快
PPC
高出10.6%
-7.2%
净利率更高
GIS
高出6.5%
1.9%
自由现金流更多
GIS
多$665.7M
$10.0M
两年增速更快
PPC
近两年复合增速
-2.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $4.5B |
| 净利润 | $413.0M | $88.0M |
| 毛利率 | 34.8% | 9.5% |
| 营业利润率 | 15.0% | 4.5% |
| 净利率 | 8.5% | 1.9% |
| 营收同比 | -7.2% | 3.3% |
| 净利润同比 | -48.1% | -62.7% |
| 每股收益（稀释后） | $0.78 | $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GISPPC
| Q4 25 | $4.9B | $4.5B | ||
| Q3 25 | $4.5B | $4.8B | ||
| Q2 25 | $4.6B | $4.8B | ||
| Q1 25 | $4.8B | $4.5B | ||
| Q4 24 | $5.2B | $4.4B | ||
| Q3 24 | $4.8B | $4.6B | ||
| Q2 24 | $4.7B | $4.6B | ||
| Q1 24 | $5.1B | $4.4B |
净利润GISPPC
| Q4 25 | $413.0M | $88.0M | ||
| Q3 25 | $1.2B | $342.8M | ||
| Q2 25 | $294.0M | $355.5M | ||
| Q1 25 | $625.6M | $296.0M | ||
| Q4 24 | $795.7M | $235.9M | ||
| Q3 24 | $579.9M | $349.9M | ||
| Q2 24 | $557.5M | $326.3M | ||
| Q1 24 | $670.1M | $174.4M |
毛利率GISPPC
| Q4 25 | 34.8% | 9.5% | ||
| Q3 25 | 33.9% | 13.9% | ||
| Q2 25 | 32.4% | 15.0% | ||
| Q1 25 | 33.9% | 12.4% | ||
| Q4 24 | 36.9% | 12.7% | ||
| Q3 24 | 34.8% | 14.9% | ||
| Q2 24 | 35.8% | 15.2% | ||
| Q1 24 | 33.5% | 8.8% |
营业利润率GISPPC
| Q4 25 | 15.0% | 4.5% | ||
| Q3 25 | 38.2% | 10.4% | ||
| Q2 25 | 11.1% | 10.8% | ||
| Q1 25 | 18.4% | 9.1% | ||
| Q4 24 | 20.6% | 7.0% | ||
| Q3 24 | 17.2% | 11.1% | ||
| Q2 24 | 16.5% | 9.7% | ||
| Q1 24 | 17.9% | 5.7% |
净利率GISPPC
| Q4 25 | 8.5% | 1.9% | ||
| Q3 25 | 26.7% | 7.2% | ||
| Q2 25 | 6.5% | 7.5% | ||
| Q1 25 | 12.9% | 6.6% | ||
| Q4 24 | 15.2% | 5.4% | ||
| Q3 24 | 12.0% | 7.6% | ||
| Q2 24 | 11.8% | 7.2% | ||
| Q1 24 | 13.1% | 4.0% |
每股收益（稀释后）GISPPC
| Q4 25 | $0.78 | $0.37 | ||
| Q3 25 | $2.22 | $1.44 | ||
| Q2 25 | $0.53 | $1.49 | ||
| Q1 25 | $1.12 | $1.24 | ||
| Q4 24 | $1.42 | $1.00 | ||
| Q3 24 | $1.03 | $1.47 | ||
| Q2 24 | $0.98 | $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 | $683.4M | $640.2M |
| 总债务越低越好 | $12.2B | $3.1B |
| 股东权益账面价值 | $9.3B | $3.7B |
| 总资产 | $32.5B | $10.3B |
| 负债/权益比越低杠杆越低 | 1.31× | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资GISPPC
| Q4 25 | $683.4M | $640.2M | ||
| Q3 25 | $952.9M | $612.6M | ||
| Q2 25 | $363.9M | $849.0M | ||
| Q1 25 | $521.3M | $2.1B | ||
| Q4 24 | $2.3B | $2.0B | ||
| Q3 24 | $468.1M | $1.9B | ||
| Q2 24 | $418.0M | $1.3B | ||
| Q1 24 | $588.6M | $870.8M |
总债务GISPPC
| Q4 25 | $12.2B | $3.1B | ||
| Q3 25 | $12.2B | $3.1B | ||
| Q2 25 | $12.7B | $3.1B | ||
| Q1 25 | $11.8B | $3.2B | ||
| Q4 24 | $12.4B | $3.2B | ||
| Q3 24 | $11.4B | $3.2B | ||
| Q2 24 | $11.3B | $3.2B | ||
| Q1 24 | $11.0B | $3.3B |
股东权益GISPPC
| Q4 25 | $9.3B | $3.7B | ||
| Q3 25 | $9.5B | $3.5B | ||
| Q2 25 | $9.2B | $3.7B | ||
| Q1 25 | $9.3B | $3.1B | ||
| Q4 24 | $9.2B | $4.2B | ||
| Q3 24 | $9.3B | $4.2B | ||
| Q2 24 | $9.4B | $3.7B | ||
| Q1 24 | $9.4B | $3.5B |
总资产GISPPC
| Q4 25 | $32.5B | $10.3B | ||
| Q3 25 | $33.0B | $10.0B | ||
| Q2 25 | $33.1B | $10.1B | ||
| Q1 25 | $32.7B | $11.0B | ||
| Q4 24 | $33.4B | $10.7B | ||
| Q3 24 | $31.8B | $10.7B | ||
| Q2 24 | $31.5B | $10.1B | ||
| Q1 24 | $30.9B | $9.8B |
负债/权益比GISPPC
| Q4 25 | 1.31× | 0.84× | ||
| Q3 25 | 1.29× | 0.87× | ||
| Q2 25 | 1.38× | 0.83× | ||
| Q1 25 | 1.28× | 1.02× | ||
| Q4 24 | 1.35× | 0.76× | ||
| Q3 24 | 1.23× | 0.76× | ||
| Q2 24 | 1.20× | 0.85× | ||
| Q1 24 | 1.17× | 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 | $819.3M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $675.7M | $10.0M |
| 自由现金流率自由现金流/营收 | 13.9% | 0.2% |
| 资本支出强度资本支出/营收 | 3.0% | 6.2% |
| 现金转化率经营现金流/净利润 | 1.98× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $1.8B | $653.1M |
8季度趋势，按日历期对齐
经营现金流GISPPC
| Q4 25 | $819.3M | $291.2M | ||
| Q3 25 | $397.0M | $458.3M | ||
| Q2 25 | $611.6M | $495.2M | ||
| Q1 25 | $531.9M | $126.9M | ||
| Q4 24 | $1.2B | $349.3M | ||
| Q3 24 | $624.2M | $651.1M | ||
| Q2 24 | $863.7M | $718.6M | ||
| Q1 24 | $943.1M | $271.0M |
自由现金流GISPPC
| Q4 25 | $675.7M | $10.0M | ||
| Q3 25 | $287.5M | $275.9M | ||
| Q2 25 | $391.4M | $339.1M | ||
| Q1 25 | $428.0M | $28.1M | ||
| Q4 24 | $989.6M | $176.6M | ||
| Q3 24 | $483.9M | $565.3M | ||
| Q2 24 | $575.2M | $617.7M | ||
| Q1 24 | $751.4M | $171.9M |
自由现金流率GISPPC
| Q4 25 | 13.9% | 0.2% | ||
| Q3 25 | 6.4% | 5.8% | ||
| Q2 25 | 8.6% | 7.1% | ||
| Q1 25 | 8.8% | 0.6% | ||
| Q4 24 | 18.9% | 4.0% | ||
| Q3 24 | 10.0% | 12.3% | ||
| Q2 24 | 12.2% | 13.5% | ||
| Q1 24 | 14.7% | 3.9% |
资本支出强度GISPPC
| Q4 25 | 3.0% | 6.2% | ||
| Q3 25 | 2.4% | 3.8% | ||
| Q2 25 | 4.8% | 3.3% | ||
| Q1 25 | 2.1% | 2.2% | ||
| Q4 24 | 3.1% | 4.0% | ||
| Q3 24 | 2.9% | 1.9% | ||
| Q2 24 | 6.1% | 2.2% | ||
| Q1 24 | 3.8% | 2.3% |
现金转化率GISPPC
| Q4 25 | 1.98× | 3.31× | ||
| Q3 25 | 0.33× | 1.34× | ||
| Q2 25 | 2.08× | 1.39× | ||
| Q1 25 | 0.85× | 0.43× | ||
| Q4 24 | 1.45× | 1.48× | ||
| Q3 24 | 1.08× | 1.86× | ||
| Q2 24 | 1.55× | 2.20× | ||
| Q1 24 | 1.41× | 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
GIS
| Snacks | $1.0B | 21% |
| Convenient Meals | $827.0M | 17% |
| Cereal | $791.2M | 16% |
| Dough | $720.9M | 15% |
| Pet | $698.7M | 14% |
| Baking Mixes And Ingredients | $556.0M | 11% |
| Super Premium Ice Cream | $175.8M | 4% |
| Other Product | $73.3M | 2% |
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% |
