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直觉外科（ISRG）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的季度营收约是直觉外科的1.6倍（$4.5B vs $2.8B），直觉外科净利率更高（29.8% vs 1.9%，领先27.9%），直觉外科同比增速更快（23.0% vs 3.3%），过去两年直觉外科的营收复合增速更高（17.4% vs 1.8%）
直觉外科（Intuitive Surgical）是美国医疗科技企业，主打研发、生产及销售微创外科手术机器人产品，核心产品为达芬奇手术系统，可有效提升患者临床治疗效果。该公司为纳斯达克100、标普100及标普500指数成分股，截至2021年末全球达芬奇系统装机量达6730台，其中美国市场占4139台。
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。
ISRG vs PPC — 直观对比
营收规模更大
PPC
是对方的1.6倍
$2.8B
营收增速更快
ISRG
高出19.6%
3.3%
净利率更高
ISRG
高出27.9%
1.9%
两年增速更快
ISRG
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $4.5B |
| 净利润 | $826.0M | $88.0M |
| 毛利率 | 66.1% | 9.5% |
| 营业利润率 | — | 4.5% |
| 净利率 | 29.8% | 1.9% |
| 营收同比 | 23.0% | 3.3% |
| 净利润同比 | 17.4% | -62.7% |
| 每股收益（稀释后） | $2.28 | $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ISRGPPC
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.9B | $4.5B | ||
| Q3 25 | $2.5B | $4.8B | ||
| Q2 25 | $2.4B | $4.8B | ||
| Q1 25 | $2.3B | $4.5B | ||
| Q4 24 | $2.4B | $4.4B | ||
| Q3 24 | $2.0B | $4.6B | ||
| Q2 24 | $2.0B | $4.6B |
净利润ISRGPPC
| Q1 26 | $826.0M | — | ||
| Q4 25 | $794.8M | $88.0M | ||
| Q3 25 | $704.4M | $342.8M | ||
| Q2 25 | $658.4M | $355.5M | ||
| Q1 25 | $698.4M | $296.0M | ||
| Q4 24 | $685.7M | $235.9M | ||
| Q3 24 | $565.1M | $349.9M | ||
| Q2 24 | $526.9M | $326.3M |
毛利率ISRGPPC
| Q1 26 | 66.1% | — | ||
| Q4 25 | 66.4% | 9.5% | ||
| Q3 25 | 66.4% | 13.9% | ||
| Q2 25 | 66.3% | 15.0% | ||
| Q1 25 | 64.7% | 12.4% | ||
| Q4 24 | 68.0% | 12.7% | ||
| Q3 24 | 67.4% | 14.9% | ||
| Q2 24 | 68.3% | 15.2% |
营业利润率ISRGPPC
| Q1 26 | — | — | ||
| Q4 25 | 30.2% | 4.5% | ||
| Q3 25 | 30.3% | 10.4% | ||
| Q2 25 | 30.5% | 10.8% | ||
| Q1 25 | 25.7% | 9.1% | ||
| Q4 24 | 30.4% | 7.0% | ||
| Q3 24 | 28.3% | 11.1% | ||
| Q2 24 | 28.2% | 9.7% |
净利率ISRGPPC
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.7% | 1.9% | ||
| Q3 25 | 28.1% | 7.2% | ||
| Q2 25 | 27.0% | 7.5% | ||
| Q1 25 | 31.0% | 6.6% | ||
| Q4 24 | 28.4% | 5.4% | ||
| Q3 24 | 27.7% | 7.6% | ||
| Q2 24 | 26.2% | 7.2% |
每股收益（稀释后）ISRGPPC
| Q1 26 | $2.28 | — | ||
| Q4 25 | $2.19 | $0.37 | ||
| Q3 25 | $1.95 | $1.44 | ||
| Q2 25 | $1.81 | $1.49 | ||
| Q1 25 | $1.92 | $1.24 | ||
| Q4 24 | $1.89 | $1.00 | ||
| Q3 24 | $1.56 | $1.47 | ||
| Q2 24 | $1.46 | $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 | — | $640.2M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $17.6B | $3.7B |
| 总资产 | $20.1B | $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ISRGPPC
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $640.2M | ||
| Q3 25 | $4.9B | $612.6M | ||
| Q2 25 | $5.3B | $849.0M | ||
| Q1 25 | $4.5B | $2.1B | ||
| Q4 24 | $4.0B | $2.0B | ||
| Q3 24 | $4.2B | $1.9B | ||
| Q2 24 | $4.8B | $1.3B |
总债务ISRGPPC
| Q1 26 | — | — | ||
| 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 |
股东权益ISRGPPC
| Q1 26 | $17.6B | — | ||
| Q4 25 | $17.8B | $3.7B | ||
| Q3 25 | $16.9B | $3.5B | ||
| Q2 25 | $17.8B | $3.7B | ||
| Q1 25 | $17.1B | $3.1B | ||
| Q4 24 | $16.4B | $4.2B | ||
| Q3 24 | $15.6B | $4.2B | ||
| Q2 24 | $14.7B | $3.7B |
总资产ISRGPPC
| Q1 26 | $20.1B | — | ||
| Q4 25 | $20.5B | $10.3B | ||
| Q3 25 | $19.4B | $10.0B | ||
| Q2 25 | $20.2B | $10.1B | ||
| Q1 25 | $19.2B | $11.0B | ||
| Q4 24 | $18.7B | $10.7B | ||
| Q3 24 | $17.7B | $10.7B | ||
| Q2 24 | $16.6B | $10.1B |
负债/权益比ISRGPPC
| Q1 26 | — | — | ||
| 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× |
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 | — | $291.2M |
| 自由现金流经营现金流 - 资本支出 | — | $10.0M |
| 自由现金流率自由现金流/营收 | — | 0.2% |
| 资本支出强度资本支出/营收 | — | 6.2% |
| 现金转化率经营现金流/净利润 | — | 3.31× |
| 过去12个月自由现金流最近4个季度 | — | $653.1M |
8季度趋势，按日历期对齐
经营现金流ISRGPPC
| Q1 26 | — | — | ||
| Q4 25 | $892.5M | $291.2M | ||
| Q3 25 | $841.0M | $458.3M | ||
| Q2 25 | $715.4M | $495.2M | ||
| Q1 25 | $581.6M | $126.9M | ||
| Q4 24 | $822.6M | $349.3M | ||
| Q3 24 | $706.5M | $651.1M | ||
| Q2 24 | $620.5M | $718.6M |
自由现金流ISRGPPC
| Q1 26 | — | — | ||
| Q4 25 | $730.0M | $10.0M | ||
| Q3 25 | $735.6M | $275.9M | ||
| Q2 25 | $560.1M | $339.1M | ||
| Q1 25 | $465.0M | $28.1M | ||
| Q4 24 | $510.6M | $176.6M | ||
| Q3 24 | $458.6M | $565.3M | ||
| Q2 24 | $311.1M | $617.7M |
自由现金流率ISRGPPC
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 0.2% | ||
| Q3 25 | 29.4% | 5.8% | ||
| Q2 25 | 23.0% | 7.1% | ||
| Q1 25 | 20.6% | 0.6% | ||
| Q4 24 | 21.2% | 4.0% | ||
| Q3 24 | 22.5% | 12.3% | ||
| Q2 24 | 15.5% | 13.5% |
资本支出强度ISRGPPC
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 6.2% | ||
| Q3 25 | 4.2% | 3.8% | ||
| Q2 25 | 6.4% | 3.3% | ||
| Q1 25 | 5.2% | 2.2% | ||
| Q4 24 | 12.9% | 4.0% | ||
| Q3 24 | 12.2% | 1.9% | ||
| Q2 24 | 15.4% | 2.2% |
现金转化率ISRGPPC
| Q1 26 | — | — | ||
| Q4 25 | 1.12× | 3.31× | ||
| Q3 25 | 1.19× | 1.34× | ||
| Q2 25 | 1.09× | 1.39× | ||
| Q1 25 | 0.83× | 0.43× | ||
| Q4 24 | 1.20× | 1.48× | ||
| Q3 24 | 1.25× | 1.86× | ||
| Q2 24 | 1.18× | 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
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
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% |
