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豪梅特航空航天(HWM)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的季度营收约是豪梅特航空航天的2.0倍($4.5B vs $2.3B),豪梅特航空航天净利率更高(25.1% vs 2.2%,领先22.8%),豪梅特航空航天同比增速更快(19.0% vs 1.6%),过去两年豪梅特航空航天的营收复合增速更高(10.9% vs -0.3%)
豪梅特航空航天是总部位于美国宾夕法尼亚州匹兹堡的航空航天企业,专业生产喷气发动机零部件、航空紧固件、航空用钛合金结构件,同时为重型卡车供应高性能锻造铝轮产品。
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。
HWM vs PPC — 直观对比
营收规模更大
PPC
是对方的2.0倍
$2.3B
营收增速更快
HWM
高出17.4%
1.6%
净利率更高
HWM
高出22.8%
2.2%
两年增速更快
HWM
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.3B | $4.5B |
| 净利润 | $580.0M | $101.5M |
| 毛利率 | — | 7.6% |
| 营业利润率 | 32.6% | 3.6% |
| 净利率 | 25.1% | 2.2% |
| 营收同比 | 19.0% | 1.6% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | — | $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
HWM
PPC
| Q1 26 | $2.3B | $4.5B | ||
| Q4 25 | $2.2B | $4.5B | ||
| Q3 25 | $2.1B | $4.8B | ||
| Q2 25 | $2.1B | $4.8B | ||
| Q1 25 | $1.9B | $4.5B | ||
| Q4 24 | $1.9B | $4.4B | ||
| Q3 24 | $1.8B | $4.6B | ||
| Q2 24 | $1.9B | $4.6B |
净利润
HWM
PPC
| Q1 26 | $580.0M | $101.5M | ||
| Q4 25 | $372.0M | $88.0M | ||
| Q3 25 | $385.0M | $342.8M | ||
| Q2 25 | $407.0M | $355.5M | ||
| Q1 25 | $344.0M | $296.0M | ||
| Q4 24 | $314.0M | $235.9M | ||
| Q3 24 | $332.0M | $349.9M | ||
| Q2 24 | $266.0M | $326.3M |
毛利率
HWM
PPC
| Q1 26 | — | 7.6% | ||
| 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% |
营业利润率
HWM
PPC
| Q1 26 | 32.6% | 3.6% | ||
| Q4 25 | 22.6% | 4.5% | ||
| Q3 25 | 25.9% | 10.4% | ||
| Q2 25 | 25.4% | 10.8% | ||
| Q1 25 | 25.4% | 9.1% | ||
| Q4 24 | 23.5% | 7.0% | ||
| Q3 24 | 22.9% | 11.1% | ||
| Q2 24 | 21.2% | 9.7% |
净利率
HWM
PPC
| Q1 26 | 25.1% | 2.2% | ||
| Q4 25 | 17.2% | 1.9% | ||
| Q3 25 | 18.4% | 7.2% | ||
| Q2 25 | 19.8% | 7.5% | ||
| Q1 25 | 17.7% | 6.6% | ||
| Q4 24 | 16.6% | 5.4% | ||
| Q3 24 | 18.1% | 7.6% | ||
| Q2 24 | 14.1% | 7.2% |
每股收益(稀释后)
HWM
PPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | $0.92 | $0.37 | ||
| Q3 25 | $0.95 | $1.44 | ||
| Q2 25 | $1.00 | $1.49 | ||
| Q1 25 | $0.84 | $1.24 | ||
| Q4 24 | $0.76 | $1.00 | ||
| Q3 24 | $0.81 | $1.47 | ||
| Q2 24 | $0.65 | $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 | $2.4M | $542.4M |
| 总债务越低越好 | $450.0K | $3.1B |
| 股东权益账面价值 | $5.5M | $3.7B |
| 总资产 | $13.1M | $10.2B |
| 负债/权益比越低杠杆越低 | 0.08× | 0.83× |
8季度趋势,按日历期对齐
现金及短期投资
HWM
PPC
| Q1 26 | $2.4M | $542.4M | ||
| Q4 25 | $742.0M | $640.2M | ||
| Q3 25 | $659.0M | $612.6M | ||
| Q2 25 | $545.0M | $849.0M | ||
| Q1 25 | $536.0M | $2.1B | ||
| Q4 24 | $564.0M | $2.0B | ||
| Q3 24 | $475.0M | $1.9B | ||
| Q2 24 | $752.0M | $1.3B |
总债务
HWM
PPC
| Q1 26 | $450.0K | $3.1B | ||
| Q4 25 | $3.0B | $3.1B | ||
| Q3 25 | $3.2B | $3.1B | ||
| Q2 25 | $3.3B | $3.1B | ||
| Q1 25 | $3.3B | $3.2B | ||
| Q4 24 | $3.3B | $3.2B | ||
| Q3 24 | $3.4B | $3.2B | ||
| Q2 24 | $3.7B | $3.2B |
股东权益
HWM
PPC
| Q1 26 | $5.5M | $3.7B | ||
| Q4 25 | $5.4B | $3.7B | ||
| Q3 25 | $5.1B | $3.5B | ||
| Q2 25 | $5.0B | $3.7B | ||
| Q1 25 | $4.8B | $3.1B | ||
| Q4 24 | $4.6B | $4.2B | ||
| Q3 24 | $4.5B | $4.2B | ||
| Q2 24 | $4.3B | $3.7B |
总资产
HWM
PPC
| Q1 26 | $13.1M | $10.2B | ||
| Q4 25 | $11.2B | $10.3B | ||
| Q3 25 | $11.2B | $10.0B | ||
| Q2 25 | $11.0B | $10.1B | ||
| Q1 25 | $10.8B | $11.0B | ||
| Q4 24 | $10.5B | $10.7B | ||
| Q3 24 | $10.6B | $10.7B | ||
| Q2 24 | $10.7B | $10.1B |
负债/权益比
HWM
PPC
| Q1 26 | 0.08× | 0.83× | ||
| Q4 25 | 0.57× | 0.84× | ||
| Q3 25 | 0.62× | 0.87× | ||
| Q2 25 | 0.65× | 0.83× | ||
| Q1 25 | 0.69× | 1.02× | ||
| Q4 24 | 0.73× | 0.76× | ||
| Q3 24 | 0.75× | 0.76× | ||
| Q2 24 | 0.86× | 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $359.0M | — |
| 自由现金流率自由现金流/营收 | 15.5% | — |
| 资本支出强度资本支出/营收 | 9.3% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $1.7B | — |
8季度趋势,按日历期对齐
经营现金流
HWM
PPC
| Q1 26 | — | — | ||
| Q4 25 | $654.0M | $291.2M | ||
| Q3 25 | $531.0M | $458.3M | ||
| Q2 25 | $446.0M | $495.2M | ||
| Q1 25 | $253.0M | $126.9M | ||
| Q4 24 | $480.0M | $349.3M | ||
| Q3 24 | $244.0M | $651.1M | ||
| Q2 24 | $397.0M | $718.6M |
自由现金流
HWM
PPC
| Q1 26 | $359.0M | — | ||
| Q4 25 | $530.0M | $10.0M | ||
| Q3 25 | $423.0M | $275.9M | ||
| Q2 25 | $344.0M | $339.1M | ||
| Q1 25 | $134.0M | $28.1M | ||
| Q4 24 | $378.0M | $176.6M | ||
| Q3 24 | $162.0M | $565.3M | ||
| Q2 24 | $342.0M | $617.7M |
自由现金流率
HWM
PPC
| Q1 26 | 15.5% | — | ||
| Q4 25 | 24.4% | 0.2% | ||
| Q3 25 | 20.2% | 5.8% | ||
| Q2 25 | 16.8% | 7.1% | ||
| Q1 25 | 6.9% | 0.6% | ||
| Q4 24 | 20.0% | 4.0% | ||
| Q3 24 | 8.8% | 12.3% | ||
| Q2 24 | 18.2% | 13.5% |
资本支出强度
HWM
PPC
| Q1 26 | 9.3% | — | ||
| Q4 25 | 5.7% | 6.2% | ||
| Q3 25 | 5.2% | 3.8% | ||
| Q2 25 | 5.0% | 3.3% | ||
| Q1 25 | 6.1% | 2.2% | ||
| Q4 24 | 5.4% | 4.0% | ||
| Q3 24 | 4.5% | 1.9% | ||
| Q2 24 | 2.9% | 2.2% |
现金转化率
HWM
PPC
| Q1 26 | — | — | ||
| Q4 25 | 1.76× | 3.31× | ||
| Q3 25 | 1.38× | 1.34× | ||
| Q2 25 | 1.10× | 1.39× | ||
| Q1 25 | 0.74× | 0.43× | ||
| Q4 24 | 1.53× | 1.48× | ||
| Q3 24 | 0.73× | 1.86× | ||
| Q2 24 | 1.49× | 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
HWM
暂无分部数据
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |