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ICAHN ENTERPRISES L.P.（IEP）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ICAHN ENTERPRISES L.P.的1.7倍（$4.5B vs $2.7B），PILGRIMS PRIDE CORP净利率更高（1.9% vs 0.0%，领先1.9%），ICAHN ENTERPRISES L.P.同比增速更快（5.4% vs 3.3%），PILGRIMS PRIDE CORP自由现金流更多（$10.0M vs $-496.0M），过去两年ICAHN ENTERPRISES L.P.的营收复合增速更高（4.5% vs 1.8%）
伊坎企业有限合伙企业是美国上市的 Master 有限合伙企业与多元化集团，总部位于佛罗里达州阳光岛海滩的弥尔顿大厦。公司投资布局覆盖能源、汽车、食品包装、金属、房地产、家居时尚等多个领域，由知名投资人卡尔·伊坎控股，其持股比例达86%。
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。
IEP vs PPC — 直观对比
营收规模更大
PPC
是对方的1.7倍
$2.7B
营收增速更快
IEP
高出2.0%
3.3%
净利率更高
PPC
高出1.9%
0.0%
自由现金流更多
PPC
多$506.0M
$-496.0M
两年增速更快
IEP
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $4.5B |
| 净利润 | $1.0M | $88.0M |
| 毛利率 | — | 9.5% |
| 营业利润率 | 0.6% | 4.5% |
| 净利率 | 0.0% | 1.9% |
| 营收同比 | 5.4% | 3.3% |
| 净利润同比 | 101.0% | -62.7% |
| 每股收益（稀释后） | — | $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IEPPPC
| Q4 25 | $2.7B | $4.5B | ||
| Q3 25 | $2.7B | $4.8B | ||
| Q2 25 | $2.4B | $4.8B | ||
| Q1 25 | $1.9B | $4.5B | ||
| Q4 24 | $2.6B | $4.4B | ||
| Q3 24 | $2.8B | $4.6B | ||
| Q2 24 | $2.2B | $4.6B | ||
| Q1 24 | $2.5B | $4.4B |
净利润IEPPPC
| Q4 25 | $1.0M | $88.0M | ||
| Q3 25 | $287.0M | $342.8M | ||
| Q2 25 | $-165.0M | $355.5M | ||
| Q1 25 | $-422.0M | $296.0M | ||
| Q4 24 | $-98.0M | $235.9M | ||
| Q3 24 | $22.0M | $349.9M | ||
| Q2 24 | $-331.0M | $326.3M | ||
| Q1 24 | $-38.0M | $174.4M |
毛利率IEPPPC
| 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% | ||
| Q1 24 | — | 8.8% |
营业利润率IEPPPC
| Q4 25 | 0.6% | 4.5% | ||
| Q3 25 | 19.7% | 10.4% | ||
| Q2 25 | -10.4% | 10.8% | ||
| Q1 25 | -35.0% | 9.1% | ||
| Q4 24 | -5.2% | 7.0% | ||
| Q3 24 | 2.4% | 11.1% | ||
| Q2 24 | -21.9% | 9.7% | ||
| Q1 24 | -0.8% | 5.7% |
净利率IEPPPC
| Q4 25 | 0.0% | 1.9% | ||
| Q3 25 | 10.5% | 7.2% | ||
| Q2 25 | -7.0% | 7.5% | ||
| Q1 25 | -22.6% | 6.6% | ||
| Q4 24 | -3.8% | 5.4% | ||
| Q3 24 | 0.8% | 7.6% | ||
| Q2 24 | -15.0% | 7.2% | ||
| Q1 24 | -1.5% | 4.0% |
每股收益（稀释后）IEPPPC
| Q4 25 | — | $0.37 | ||
| Q3 25 | — | $1.44 | ||
| Q2 25 | — | $1.49 | ||
| Q1 25 | — | $1.24 | ||
| Q4 24 | — | $1.00 | ||
| Q3 24 | — | $1.47 | ||
| Q2 24 | — | $1.37 | ||
| Q1 24 | — | $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 | $1.4B | $640.2M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | — | $3.7B |
| 总资产 | $14.2B | $10.3B |
| 负债/权益比越低杠杆越低 | — | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资IEPPPC
| Q4 25 | $1.4B | $640.2M | ||
| Q3 25 | $1.8B | $612.6M | ||
| Q2 25 | $1.8B | $849.0M | ||
| Q1 25 | $2.2B | $2.1B | ||
| Q4 24 | $2.6B | $2.0B | ||
| Q3 24 | $2.3B | $1.9B | ||
| Q2 24 | $2.2B | $1.3B | ||
| Q1 24 | $2.5B | $870.8M |
总债务IEPPPC
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B | ||
| Q1 24 | — | $3.3B |
股东权益IEPPPC
| Q4 25 | — | $3.7B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | — | $3.7B | ||
| Q1 24 | — | $3.5B |
总资产IEPPPC
| Q4 25 | $14.2B | $10.3B | ||
| Q3 25 | $14.8B | $10.0B | ||
| Q2 25 | $14.8B | $10.1B | ||
| Q1 25 | $15.5B | $11.0B | ||
| Q4 24 | $16.3B | $10.7B | ||
| Q3 24 | $17.4B | $10.7B | ||
| Q2 24 | $18.0B | $10.1B | ||
| Q1 24 | $20.1B | $9.8B |
负债/权益比IEPPPC
| Q4 25 | — | 0.84× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.83× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.76× | ||
| Q3 24 | — | 0.76× | ||
| Q2 24 | — | 0.85× | ||
| Q1 24 | — | 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 | $-421.0M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $-496.0M | $10.0M |
| 自由现金流率自由现金流/营收 | -18.4% | 0.2% |
| 资本支出强度资本支出/营收 | 2.8% | 6.2% |
| 现金转化率经营现金流/净利润 | -421.00× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $-654.0M | $653.1M |
8季度趋势，按日历期对齐
经营现金流IEPPPC
| Q4 25 | $-421.0M | $291.2M | ||
| Q3 25 | $15.0M | $458.3M | ||
| Q2 25 | $275.0M | $495.2M | ||
| Q1 25 | $-182.0M | $126.9M | ||
| Q4 24 | $244.0M | $349.3M | ||
| Q3 24 | $-54.0M | $651.1M | ||
| Q2 24 | $893.0M | $718.6M | ||
| Q1 24 | $-251.0M | $271.0M |
自由现金流IEPPPC
| Q4 25 | $-496.0M | $10.0M | ||
| Q3 25 | $-67.0M | $275.9M | ||
| Q2 25 | $179.0M | $339.1M | ||
| Q1 25 | $-270.0M | $28.1M | ||
| Q4 24 | $156.0M | $176.6M | ||
| Q3 24 | $-112.0M | $565.3M | ||
| Q2 24 | $827.0M | $617.7M | ||
| Q1 24 | $-319.0M | $171.9M |
自由现金流率IEPPPC
| Q4 25 | -18.4% | 0.2% | ||
| Q3 25 | -2.5% | 5.8% | ||
| Q2 25 | 7.6% | 7.1% | ||
| Q1 25 | -14.5% | 0.6% | ||
| Q4 24 | 6.1% | 4.0% | ||
| Q3 24 | -4.0% | 12.3% | ||
| Q2 24 | 37.6% | 13.5% | ||
| Q1 24 | -12.9% | 3.9% |
资本支出强度IEPPPC
| Q4 25 | 2.8% | 6.2% | ||
| Q3 25 | 3.0% | 3.8% | ||
| Q2 25 | 4.1% | 3.3% | ||
| Q1 25 | 4.7% | 2.2% | ||
| Q4 24 | 3.4% | 4.0% | ||
| Q3 24 | 2.1% | 1.9% | ||
| Q2 24 | 3.0% | 2.2% | ||
| Q1 24 | 2.8% | 2.3% |
现金转化率IEPPPC
| Q4 25 | -421.00× | 3.31× | ||
| Q3 25 | 0.05× | 1.34× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 0.43× | ||
| Q4 24 | — | 1.48× | ||
| Q3 24 | -2.45× | 1.86× | ||
| Q2 24 | — | 2.20× | ||
| Q1 24 | — | 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
IEP
| Public Utilities Inventory Petroleum Products | $1.6B | 61% |
| Other | $381.0M | 14% |
| Automotive Services | $345.0M | 13% |
| Nitrogen Fertilizer Products | $131.0M | 5% |
| Food Packaging Segment | $82.0M | 3% |
| Home Fashion Segment | $45.0M | 2% |
| Renewable Products | $32.0M | 1% |
| Pharma Segment | $23.0M | 1% |
| Holding Company | $11.0M | 0% |
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% |
