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固铂轮胎（GT）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
固铂轮胎的季度营收约是PILGRIMS PRIDE CORP的1.1倍（$4.9B vs $4.5B），PILGRIMS PRIDE CORP净利率更高（2.2% vs 2.1%，领先0.1%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs -0.6%），过去两年固铂轮胎的营收复合增速更高（4.1% vs -0.3%）
固铂轮胎橡胶公司是美国知名轮胎企业，专注于乘用车、卡车替换轮胎的设计、生产、营销与销售，旗下子公司还覆盖中型卡车、摩托车及赛车轮胎业务。公司总部位于俄亥俄州芬德利，在全球拥有60处制造、销售、配送、技术及研发设计基地，旗下还拥有英国雅芳轮胎品牌，生产摩托车等品类的轮胎产品。
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。
GT vs PPC — 直观对比
营收规模更大
GT
是对方的1.1倍
$4.5B
营收增速更快
PPC
高出2.2%
-0.6%
净利率更高
PPC
高出0.1%
2.1%
两年增速更快
GT
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $4.5B |
| 净利润 | $105.0M | $101.5M |
| 毛利率 | 20.9% | 7.6% |
| 营业利润率 | 3.3% | 3.6% |
| 净利率 | 2.1% | 2.2% |
| 营收同比 | -0.6% | 1.6% |
| 净利润同比 | 43.8% | — |
| 每股收益（稀释后） | $0.36 | $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GTPPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | $4.9B | $4.5B | ||
| Q3 25 | $4.6B | $4.8B | ||
| Q2 25 | $4.5B | $4.8B | ||
| Q1 25 | $4.3B | $4.5B | ||
| Q4 24 | $4.9B | $4.4B | ||
| Q3 24 | $4.8B | $4.6B | ||
| Q2 24 | $4.6B | $4.6B |
净利润GTPPC
| Q1 26 | — | $101.5M | ||
| Q4 25 | $105.0M | $88.0M | ||
| Q3 25 | $-2.2B | $342.8M | ||
| Q2 25 | $254.0M | $355.5M | ||
| Q1 25 | $115.0M | $296.0M | ||
| Q4 24 | $73.0M | $235.9M | ||
| Q3 24 | $-37.0M | $349.9M | ||
| Q2 24 | $79.0M | $326.3M |
毛利率GTPPC
| Q1 26 | — | 7.6% | ||
| Q4 25 | 20.9% | 9.5% | ||
| Q3 25 | 18.2% | 13.9% | ||
| Q2 25 | 17.0% | 15.0% | ||
| Q1 25 | 17.4% | 12.4% | ||
| Q4 24 | 19.9% | 12.7% | ||
| Q3 24 | 19.5% | 14.9% | ||
| Q2 24 | 20.6% | 15.2% |
营业利润率GTPPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | 3.3% | 4.5% | ||
| Q3 25 | -15.8% | 10.4% | ||
| Q2 25 | 6.8% | 10.8% | ||
| Q1 25 | 3.1% | 9.1% | ||
| Q4 24 | 1.5% | 7.0% | ||
| Q3 24 | -0.6% | 11.1% | ||
| Q2 24 | 2.9% | 9.7% |
净利率GTPPC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 2.1% | 1.9% | ||
| Q3 25 | -47.3% | 7.2% | ||
| Q2 25 | 5.7% | 7.5% | ||
| Q1 25 | 2.7% | 6.6% | ||
| Q4 24 | 1.5% | 5.4% | ||
| Q3 24 | -0.8% | 7.6% | ||
| Q2 24 | 1.7% | 7.2% |
每股收益（稀释后）GTPPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | $0.36 | $0.37 | ||
| Q3 25 | $-7.62 | $1.44 | ||
| Q2 25 | $0.87 | $1.49 | ||
| Q1 25 | $0.40 | $1.24 | ||
| Q4 24 | $0.25 | $1.00 | ||
| Q3 24 | $-0.13 | $1.47 | ||
| Q2 24 | $0.28 | $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 | $801.0M | $542.4M |
| 总债务越低越好 | $5.3B | $3.1B |
| 股东权益账面价值 | $3.2B | $3.7B |
| 总资产 | $18.2B | $10.2B |
| 负债/权益比越低杠杆越低 | 1.65× | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资GTPPC
| Q1 26 | — | $542.4M | ||
| Q4 25 | $801.0M | $640.2M | ||
| Q3 25 | $810.0M | $612.6M | ||
| Q2 25 | $785.0M | $849.0M | ||
| Q1 25 | $902.0M | $2.1B | ||
| Q4 24 | $810.0M | $2.0B | ||
| Q3 24 | $905.0M | $1.9B | ||
| Q2 24 | $789.0M | $1.3B |
总债务GTPPC
| Q1 26 | — | $3.1B | ||
| Q4 25 | $5.3B | $3.1B | ||
| Q3 25 | $7.3B | $3.1B | ||
| Q2 25 | $6.6B | $3.1B | ||
| Q1 25 | $7.3B | $3.2B | ||
| Q4 24 | $6.4B | $3.2B | ||
| Q3 24 | $7.4B | $3.2B | ||
| Q2 24 | $6.8B | $3.2B |
股东权益GTPPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $3.2B | $3.7B | ||
| Q3 25 | $3.0B | $3.5B | ||
| Q2 25 | $5.1B | $3.7B | ||
| Q1 25 | $4.9B | $3.1B | ||
| Q4 24 | $4.7B | $4.2B | ||
| Q3 24 | $4.7B | $4.2B | ||
| Q2 24 | $4.7B | $3.7B |
总资产GTPPC
| Q1 26 | — | $10.2B | ||
| Q4 25 | $18.2B | $10.3B | ||
| Q3 25 | $20.2B | $10.0B | ||
| Q2 25 | $22.3B | $10.1B | ||
| Q1 25 | $21.7B | $11.0B | ||
| Q4 24 | $20.9B | $10.7B | ||
| Q3 24 | $22.5B | $10.7B | ||
| Q2 24 | $22.0B | $10.1B |
负债/权益比GTPPC
| Q1 26 | — | 0.83× | ||
| Q4 25 | 1.65× | 0.84× | ||
| Q3 25 | 2.42× | 0.87× | ||
| Q2 25 | 1.28× | 0.83× | ||
| Q1 25 | 1.48× | 1.02× | ||
| Q4 24 | 1.37× | 0.76× | ||
| Q3 24 | 1.57× | 0.76× | ||
| Q2 24 | 1.45× | 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 | $1.5B | — |
| 自由现金流经营现金流 - 资本支出 | $1.3B | — |
| 自由现金流率自由现金流/营收 | 27.2% | — |
| 资本支出强度资本支出/营收 | 3.6% | — |
| 现金转化率经营现金流/净利润 | 14.40× | — |
| 过去12个月自由现金流最近4个季度 | $-30.0M | — |
8季度趋势，按日历期对齐
经营现金流GTPPC
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $291.2M | ||
| Q3 25 | $2.0M | $458.3M | ||
| Q2 25 | $-180.0M | $495.2M | ||
| Q1 25 | $-538.0M | $126.9M | ||
| Q4 24 | $1.3B | $349.3M | ||
| Q3 24 | $-73.0M | $651.1M | ||
| Q2 24 | $-67.0M | $718.6M |
自由现金流GTPPC
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $10.0M | ||
| Q3 25 | $-181.0M | $275.9M | ||
| Q2 25 | $-387.0M | $339.1M | ||
| Q1 25 | $-797.0M | $28.1M | ||
| Q4 24 | $1.0B | $176.6M | ||
| Q3 24 | $-351.0M | $565.3M | ||
| Q2 24 | $-383.0M | $617.7M |
自由现金流率GTPPC
| Q1 26 | — | — | ||
| Q4 25 | 27.2% | 0.2% | ||
| Q3 25 | -3.9% | 5.8% | ||
| Q2 25 | -8.7% | 7.1% | ||
| Q1 25 | -18.7% | 0.6% | ||
| Q4 24 | 20.5% | 4.0% | ||
| Q3 24 | -7.3% | 12.3% | ||
| Q2 24 | -8.4% | 13.5% |
资本支出强度GTPPC
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 6.2% | ||
| Q3 25 | 3.9% | 3.8% | ||
| Q2 25 | 4.6% | 3.3% | ||
| Q1 25 | 6.1% | 2.2% | ||
| Q4 24 | 5.6% | 4.0% | ||
| Q3 24 | 5.8% | 1.9% | ||
| Q2 24 | 6.9% | 2.2% |
现金转化率GTPPC
| Q1 26 | — | — | ||
| Q4 25 | 14.40× | 3.31× | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | -0.71× | 1.39× | ||
| Q1 25 | -4.68× | 0.43× | ||
| Q4 24 | 17.66× | 1.48× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | -0.85× | 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
GT
| Tire Unit Sales | $2.4B | 50% |
| Other | $2.3B | 46% |
| Other Tireand Related Sales | $192.0M | 4% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
