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GROUP 1 AUTOMOTIVE INC（GPI）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
GROUP 1 AUTOMOTIVE INC的季度营收约是PILGRIMS PRIDE CORP的1.2倍（$5.6B vs $4.5B），PILGRIMS PRIDE CORP净利率更高（1.9% vs 0.8%，领先1.2%），PILGRIMS PRIDE CORP同比增速更快（3.3% vs 0.6%），GROUP 1 AUTOMOTIVE INC自由现金流更多（$51.4M vs $10.0M），过去两年GROUP 1 AUTOMOTIVE INC的营收复合增速更高（11.7% vs 1.8%）
Group 1 Automotive Inc是《财富》300强跨国汽车零售商，在美国及英国设有汽车经销门店与碰撞维修中心，业务涵盖新旧乘用车、轻型卡车销售，配套金融服务办理、车辆维保及汽车零配件销售，截至2024年全球员工规模超2万人。
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。
GPI vs PPC — 直观对比
营收规模更大
GPI
是对方的1.2倍
$4.5B
营收增速更快
PPC
高出2.7%
0.6%
净利率更高
PPC
高出1.2%
0.8%
自由现金流更多
GPI
多$41.4M
$10.0M
两年增速更快
GPI
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $5.6B | $4.5B |
| 净利润 | $43.6M | $88.0M |
| 毛利率 | 15.7% | 9.5% |
| 营业利润率 | 2.5% | 4.5% |
| 净利率 | 0.8% | 1.9% |
| 营收同比 | 0.6% | 3.3% |
| 净利润同比 | -54.0% | -62.7% |
| 每股收益（稀释后） | $3.75 | $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GPIPPC
| Q4 25 | $5.6B | $4.5B | ||
| Q3 25 | $5.8B | $4.8B | ||
| Q2 25 | $5.7B | $4.8B | ||
| Q1 25 | $5.5B | $4.5B | ||
| Q4 24 | $5.5B | $4.4B | ||
| Q3 24 | $5.2B | $4.6B | ||
| Q2 24 | $4.7B | $4.6B | ||
| Q1 24 | $4.5B | $4.4B |
净利润GPIPPC
| Q4 25 | $43.6M | $88.0M | ||
| Q3 25 | $13.0M | $342.8M | ||
| Q2 25 | $140.5M | $355.5M | ||
| Q1 25 | $128.1M | $296.0M | ||
| Q4 24 | $94.7M | $235.9M | ||
| Q3 24 | $117.3M | $349.9M | ||
| Q2 24 | $138.2M | $326.3M | ||
| Q1 24 | $147.9M | $174.4M |
毛利率GPIPPC
| Q4 25 | 15.7% | 9.5% | ||
| Q3 25 | 15.9% | 13.9% | ||
| Q2 25 | 16.4% | 15.0% | ||
| Q1 25 | 16.2% | 12.4% | ||
| Q4 24 | 15.9% | 12.7% | ||
| Q3 24 | 16.3% | 14.9% | ||
| Q2 24 | 16.3% | 15.2% | ||
| Q1 24 | 16.6% | 8.8% |
营业利润率GPIPPC
| Q4 25 | 2.5% | 4.5% | ||
| Q3 25 | 1.9% | 10.4% | ||
| Q2 25 | 4.4% | 10.8% | ||
| Q1 25 | 4.2% | 9.1% | ||
| Q4 24 | 3.5% | 7.0% | ||
| Q3 24 | 4.4% | 11.1% | ||
| Q2 24 | 5.1% | 9.7% | ||
| Q1 24 | 5.4% | 5.7% |
净利率GPIPPC
| Q4 25 | 0.8% | 1.9% | ||
| Q3 25 | 0.2% | 7.2% | ||
| Q2 25 | 2.5% | 7.5% | ||
| Q1 25 | 2.3% | 6.6% | ||
| Q4 24 | 1.7% | 5.4% | ||
| Q3 24 | 2.2% | 7.6% | ||
| Q2 24 | 2.9% | 7.2% | ||
| Q1 24 | 3.3% | 4.0% |
每股收益（稀释后）GPIPPC
| Q4 25 | $3.75 | $0.37 | ||
| Q3 25 | $1.00 | $1.44 | ||
| Q2 25 | $10.82 | $1.49 | ||
| Q1 25 | $9.67 | $1.24 | ||
| Q4 24 | $7.15 | $1.00 | ||
| Q3 24 | $8.69 | $1.47 | ||
| Q2 24 | $10.17 | $1.37 | ||
| Q1 24 | $10.80 | $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 | $32.5M | $640.2M |
| 总债务越低越好 | $3.4B | $3.1B |
| 股东权益账面价值 | $2.8B | $3.7B |
| 总资产 | $10.3B | $10.3B |
| 负债/权益比越低杠杆越低 | 1.23× | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资GPIPPC
| Q4 25 | $32.5M | $640.2M | ||
| Q3 25 | $30.8M | $612.6M | ||
| Q2 25 | $52.7M | $849.0M | ||
| Q1 25 | $70.5M | $2.1B | ||
| Q4 24 | $34.4M | $2.0B | ||
| Q3 24 | $58.7M | $1.9B | ||
| Q2 24 | $64.4M | $1.3B | ||
| Q1 24 | $41.9M | $870.8M |
总债务GPIPPC
| Q4 25 | $3.4B | $3.1B | ||
| Q3 25 | $3.3B | $3.1B | ||
| Q2 25 | $3.1B | $3.1B | ||
| Q1 25 | $2.7B | $3.2B | ||
| Q4 24 | $2.7B | $3.2B | ||
| Q3 24 | $2.7B | $3.2B | ||
| Q2 24 | $2.3B | $3.2B | ||
| Q1 24 | $2.4B | $3.3B |
股东权益GPIPPC
| Q4 25 | $2.8B | $3.7B | ||
| Q3 25 | $3.1B | $3.5B | ||
| Q2 25 | $3.1B | $3.7B | ||
| Q1 25 | $3.0B | $3.1B | ||
| Q4 24 | $3.0B | $4.2B | ||
| Q3 24 | $3.0B | $4.2B | ||
| Q2 24 | $2.9B | $3.7B | ||
| Q1 24 | $2.8B | $3.5B |
总资产GPIPPC
| Q4 25 | $10.3B | $10.3B | ||
| Q3 25 | $10.4B | $10.0B | ||
| Q2 25 | $10.2B | $10.1B | ||
| Q1 25 | $9.9B | $11.0B | ||
| Q4 24 | $9.8B | $10.7B | ||
| Q3 24 | $10.0B | $10.7B | ||
| Q2 24 | $8.9B | $10.1B | ||
| Q1 24 | $8.5B | $9.8B |
负债/权益比GPIPPC
| Q4 25 | 1.23× | 0.84× | ||
| Q3 25 | 1.06× | 0.87× | ||
| Q2 25 | 0.97× | 0.83× | ||
| Q1 25 | 0.89× | 1.02× | ||
| Q4 24 | 0.92× | 0.76× | ||
| Q3 24 | 0.91× | 0.76× | ||
| Q2 24 | 0.80× | 0.85× | ||
| Q1 24 | 0.87× | 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 | $129.2M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $51.4M | $10.0M |
| 自由现金流率自由现金流/营收 | 0.9% | 0.2% |
| 资本支出强度资本支出/营收 | 1.4% | 6.2% |
| 现金转化率经营现金流/净利润 | 2.96× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $424.5M | $653.1M |
8季度趋势，按日历期对齐
经营现金流GPIPPC
| Q4 25 | $129.2M | $291.2M | ||
| Q3 25 | $155.0M | $458.3M | ||
| Q2 25 | $251.6M | $495.2M | ||
| Q1 25 | $158.7M | $126.9M | ||
| Q4 24 | $212.6M | $349.3M | ||
| Q3 24 | $243.9M | $651.1M | ||
| Q2 24 | $-124.1M | $718.6M | ||
| Q1 24 | $253.9M | $271.0M |
自由现金流GPIPPC
| Q4 25 | $51.4M | $10.0M | ||
| Q3 25 | $86.7M | $275.9M | ||
| Q2 25 | $179.9M | $339.1M | ||
| Q1 25 | $106.5M | $28.1M | ||
| Q4 24 | $120.1M | $176.6M | ||
| Q3 24 | $194.2M | $565.3M | ||
| Q2 24 | $-163.8M | $617.7M | ||
| Q1 24 | $190.7M | $171.9M |
自由现金流率GPIPPC
| Q4 25 | 0.9% | 0.2% | ||
| Q3 25 | 1.5% | 5.8% | ||
| Q2 25 | 3.2% | 7.1% | ||
| Q1 25 | 1.9% | 0.6% | ||
| Q4 24 | 2.2% | 4.0% | ||
| Q3 24 | 3.7% | 12.3% | ||
| Q2 24 | -3.5% | 13.5% | ||
| Q1 24 | 4.3% | 3.9% |
资本支出强度GPIPPC
| Q4 25 | 1.4% | 6.2% | ||
| Q3 25 | 1.2% | 3.8% | ||
| Q2 25 | 1.3% | 3.3% | ||
| Q1 25 | 0.9% | 2.2% | ||
| Q4 24 | 1.7% | 4.0% | ||
| Q3 24 | 1.0% | 1.9% | ||
| Q2 24 | 0.8% | 2.2% | ||
| Q1 24 | 1.4% | 2.3% |
现金转化率GPIPPC
| Q4 25 | 2.96× | 3.31× | ||
| Q3 25 | 11.92× | 1.34× | ||
| Q2 25 | 1.79× | 1.39× | ||
| Q1 25 | 1.24× | 0.43× | ||
| Q4 24 | 2.24× | 1.48× | ||
| Q3 24 | 2.08× | 1.86× | ||
| Q2 24 | -0.90× | 2.20× | ||
| Q1 24 | 1.72× | 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
GPI
| New Vehicles Retail | $2.8B | 50% |
| Used Vehicles Retail | $1.7B | 31% |
| Parts And Service | $700.2M | 13% |
| Financial Service | $229.7M | 4% |
| Used Vehicles Wholesale | $143.5M | 3% |
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% |
