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Jacobs Solutions（J）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Jacobs Solutions的1.4倍（$4.5B vs $3.3B），Jacobs Solutions净利率更高（3.8% vs 1.9%，领先1.9%），Jacobs Solutions同比增速更快（12.3% vs 3.3%），Jacobs Solutions自由现金流更多（$364.9M vs $10.0M），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（1.8% vs -12.2%）
Jacobs Solutions是总部位于美国得克萨斯州达拉斯市的国际技术专业服务企业，面向全球各类企业、社会组织及政府机构客户，提供工程、技术、专业及施工服务，同时开展科学研究与专项咨询业务，在所属行业长期处于领先地位。
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。
J vs PPC — 直观对比
营收规模更大
PPC
是对方的1.4倍
$3.3B
营收增速更快
J
高出9.0%
3.3%
净利率更高
J
高出1.9%
1.9%
自由现金流更多
J
多$354.9M
$10.0M
两年增速更快
PPC
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $4.5B |
| 净利润 | $125.5M | $88.0M |
| 毛利率 | 23.2% | 9.5% |
| 营业利润率 | 7.1% | 4.5% |
| 净利率 | 3.8% | 1.9% |
| 营收同比 | 12.3% | 3.3% |
| 净利润同比 | 792.3% | -62.7% |
| 每股收益（稀释后） | $1.12 | $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JPPC
| Q4 25 | $3.3B | $4.5B | ||
| Q3 25 | $3.2B | $4.8B | ||
| Q2 25 | $3.0B | $4.8B | ||
| Q1 25 | $2.9B | $4.5B | ||
| Q4 24 | $2.9B | $4.4B | ||
| Q3 24 | $-1.2B | $4.6B | ||
| Q2 24 | $4.2B | $4.6B | ||
| Q1 24 | $4.3B | $4.4B |
净利润JPPC
| Q4 25 | $125.5M | $88.0M | ||
| Q3 25 | $122.2M | $342.8M | ||
| Q2 25 | $179.6M | $355.5M | ||
| Q1 25 | $5.6M | $296.0M | ||
| Q4 24 | $-18.1M | $235.9M | ||
| Q3 24 | $325.4M | $349.9M | ||
| Q2 24 | $146.9M | $326.3M | ||
| Q1 24 | $162.1M | $174.4M |
毛利率JPPC
| Q4 25 | 23.2% | 9.5% | ||
| Q3 25 | 24.3% | 13.9% | ||
| Q2 25 | 25.0% | 15.0% | ||
| Q1 25 | 25.4% | 12.4% | ||
| Q4 24 | 24.6% | 12.7% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | 21.7% | 15.2% | ||
| Q1 24 | 21.2% | 8.8% |
营业利润率JPPC
| Q4 25 | 7.1% | 4.5% | ||
| Q3 25 | 6.7% | 10.4% | ||
| Q2 25 | 7.8% | 10.8% | ||
| Q1 25 | 7.2% | 9.1% | ||
| Q4 24 | 7.1% | 7.0% | ||
| Q3 24 | — | 11.1% | ||
| Q2 24 | 6.2% | 9.7% | ||
| Q1 24 | 6.6% | 5.7% |
净利率JPPC
| Q4 25 | 3.8% | 1.9% | ||
| Q3 25 | 3.9% | 7.2% | ||
| Q2 25 | 5.9% | 7.5% | ||
| Q1 25 | 0.2% | 6.6% | ||
| Q4 24 | -0.6% | 5.4% | ||
| Q3 24 | -28.1% | 7.6% | ||
| Q2 24 | 3.5% | 7.2% | ||
| Q1 24 | 3.8% | 4.0% |
每股收益（稀释后）JPPC
| Q4 25 | $1.12 | $0.37 | ||
| Q3 25 | $0.88 | $1.44 | ||
| Q2 25 | $1.55 | $1.49 | ||
| Q1 25 | $0.06 | $1.24 | ||
| Q4 24 | $-0.11 | $1.00 | ||
| Q3 24 | $2.50 | $1.47 | ||
| Q2 24 | $1.17 | $1.37 | ||
| Q1 24 | $1.28 | $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 | $1.6B | $640.2M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $3.4B | $3.7B |
| 总资产 | $11.6B | $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JPPC
| Q4 25 | $1.6B | $640.2M | ||
| Q3 25 | $1.2B | $612.6M | ||
| Q2 25 | $1.3B | $849.0M | ||
| Q1 25 | $1.2B | $2.1B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $1.2B | $1.3B | ||
| Q1 24 | $1.0B | $870.8M |
总债务JPPC
| 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JPPC
| Q4 25 | $3.4B | $3.7B | ||
| Q3 25 | $3.6B | $3.5B | ||
| Q2 25 | $3.8B | $3.7B | ||
| Q1 25 | $3.9B | $3.1B | ||
| Q4 24 | $4.2B | $4.2B | ||
| Q3 24 | $4.5B | $4.2B | ||
| Q2 24 | $6.6B | $3.7B | ||
| Q1 24 | $6.6B | $3.5B |
总资产JPPC
| Q4 25 | $11.6B | $10.3B | ||
| Q3 25 | $11.3B | $10.0B | ||
| Q2 25 | $11.4B | $10.1B | ||
| Q1 25 | $11.2B | $11.0B | ||
| Q4 24 | $11.6B | $10.7B | ||
| Q3 24 | $11.8B | $10.7B | ||
| Q2 24 | $15.0B | $10.1B | ||
| Q1 24 | $14.9B | $9.8B |
负债/权益比JPPC
| 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 | $380.8M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $364.9M | $10.0M |
| 自由现金流率自由现金流/营收 | 11.1% | 0.2% |
| 资本支出强度资本支出/营收 | 0.5% | 6.2% |
| 现金转化率经营现金流/净利润 | 3.03× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $875.3M | $653.1M |
8季度趋势，按日历期对齐
经营现金流JPPC
| Q4 25 | $380.8M | $291.2M | ||
| Q3 25 | $383.1M | $458.3M | ||
| Q2 25 | $292.6M | $495.2M | ||
| Q1 25 | $-96.4M | $126.9M | ||
| Q4 24 | $107.5M | $349.3M | ||
| Q3 24 | $196.5M | $651.1M | ||
| Q2 24 | $482.6M | $718.6M | ||
| Q1 24 | $-42.8M | $271.0M |
自由现金流JPPC
| Q4 25 | $364.9M | $10.0M | ||
| Q3 25 | $353.5M | $275.9M | ||
| Q2 25 | $270.5M | $339.1M | ||
| Q1 25 | $-113.7M | $28.1M | ||
| Q4 24 | $97.1M | $176.6M | ||
| Q3 24 | $158.2M | $565.3M | ||
| Q2 24 | $444.9M | $617.7M | ||
| Q1 24 | $-70.6M | $171.9M |
自由现金流率JPPC
| Q4 25 | 11.1% | 0.2% | ||
| Q3 25 | 11.2% | 5.8% | ||
| Q2 25 | 8.9% | 7.1% | ||
| Q1 25 | -3.9% | 0.6% | ||
| Q4 24 | 3.3% | 4.0% | ||
| Q3 24 | -13.6% | 12.3% | ||
| Q2 24 | 10.5% | 13.5% | ||
| Q1 24 | -1.7% | 3.9% |
资本支出强度JPPC
| Q4 25 | 0.5% | 6.2% | ||
| Q3 25 | 0.9% | 3.8% | ||
| Q2 25 | 0.7% | 3.3% | ||
| Q1 25 | 0.6% | 2.2% | ||
| Q4 24 | 0.4% | 4.0% | ||
| Q3 24 | -3.3% | 1.9% | ||
| Q2 24 | 0.9% | 2.2% | ||
| Q1 24 | 0.7% | 2.3% |
现金转化率JPPC
| Q4 25 | 3.03× | 3.31× | ||
| Q3 25 | 3.13× | 1.34× | ||
| Q2 25 | 1.63× | 1.39× | ||
| Q1 25 | -17.18× | 0.43× | ||
| Q4 24 | — | 1.48× | ||
| Q3 24 | 0.60× | 1.86× | ||
| Q2 24 | 3.28× | 2.20× | ||
| Q1 24 | -0.26× | 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
J
| Infrastructure Advanced Facilities | $2.9B | 89% |
| PA Consulting | $354.4M | 11% |
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% |
