vs
金佰利（KMB）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的季度营收约是金佰利的1.1倍（$4.5B vs $4.2B），金佰利净利率更高（16.2% vs 1.9%，领先14.3%），PILGRIMS PRIDE CORP同比增速更快（3.3% vs 2.7%），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（1.8% vs -9.0%）
金佰利是源自美国的跨国消费品及个人护理集团，主打纸质类消费品，同时生产卫生用纸制品、外科及医疗器具。旗下拥有舒洁面巾纸、高洁丝女性护理产品、好奇纸尿裤及婴儿湿巾、Scott卫生纸等知名品牌，产品销往全球多个国家和地区。
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。
KMB vs PPC — 直观对比
营收规模更大
PPC
是对方的1.1倍
$4.2B
营收增速更快
PPC
高出0.6%
2.7%
净利率更高
KMB
高出14.3%
1.9%
两年增速更快
PPC
近两年复合增速
-9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.2B | $4.5B |
| 净利润 | $675.0M | $88.0M |
| 毛利率 | 36.8% | 9.5% |
| 营业利润率 | 18.1% | 4.5% |
| 净利率 | 16.2% | 1.9% |
| 营收同比 | 2.7% | 3.3% |
| 净利润同比 | 17.8% | -62.7% |
| 每股收益（稀释后） | $2.00 | $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KMBPPC
| Q1 26 | $4.2B | — | ||
| Q4 25 | $3.3B | $4.5B | ||
| Q3 25 | $4.2B | $4.8B | ||
| Q2 25 | $4.2B | $4.8B | ||
| Q1 25 | $4.8B | $4.5B | ||
| Q4 24 | $4.9B | $4.4B | ||
| Q3 24 | $5.0B | $4.6B | ||
| Q2 24 | $5.0B | $4.6B |
净利润KMBPPC
| Q1 26 | $675.0M | — | ||
| Q4 25 | $499.0M | $88.0M | ||
| Q3 25 | $446.0M | $342.8M | ||
| Q2 25 | $509.0M | $355.5M | ||
| Q1 25 | $567.0M | $296.0M | ||
| Q4 24 | $447.0M | $235.9M | ||
| Q3 24 | $907.0M | $349.9M | ||
| Q2 24 | $544.0M | $326.3M |
毛利率KMBPPC
| Q1 26 | 36.8% | — | ||
| Q4 25 | 37.7% | 9.5% | ||
| Q3 25 | 36.0% | 13.9% | ||
| Q2 25 | 35.0% | 15.0% | ||
| Q1 25 | 35.8% | 12.4% | ||
| Q4 24 | 34.0% | 12.7% | ||
| Q3 24 | 36.0% | 14.9% | ||
| Q2 24 | 36.0% | 15.2% |
营业利润率KMBPPC
| Q1 26 | 18.1% | — | ||
| Q4 25 | 11.2% | 4.5% | ||
| Q3 25 | 15.0% | 10.4% | ||
| Q2 25 | 14.2% | 10.8% | ||
| Q1 25 | 15.9% | 9.1% | ||
| Q4 24 | 11.1% | 7.0% | ||
| Q3 24 | 23.3% | 11.1% | ||
| Q2 24 | 13.0% | 9.7% |
净利率KMBPPC
| Q1 26 | 16.2% | — | ||
| Q4 25 | 15.1% | 1.9% | ||
| Q3 25 | 10.7% | 7.2% | ||
| Q2 25 | 12.2% | 7.5% | ||
| Q1 25 | 11.7% | 6.6% | ||
| Q4 24 | 9.1% | 5.4% | ||
| Q3 24 | 18.3% | 7.6% | ||
| Q2 24 | 10.8% | 7.2% |
每股收益（稀释后）KMBPPC
| Q1 26 | $2.00 | — | ||
| Q4 25 | $1.50 | $0.37 | ||
| Q3 25 | $1.34 | $1.44 | ||
| Q2 25 | $1.53 | $1.49 | ||
| Q1 25 | $1.70 | $1.24 | ||
| Q4 24 | $1.34 | $1.00 | ||
| Q3 24 | $2.69 | $1.47 | ||
| Q2 24 | $1.61 | $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 | $542.0K | $640.2M |
| 总债务越低越好 | $6.5M | $3.1B |
| 股东权益账面价值 | $1.9M | $3.7B |
| 总资产 | $17.2M | $10.3B |
| 负债/权益比越低杠杆越低 | 3.38× | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资KMBPPC
| Q1 26 | $542.0K | — | ||
| Q4 25 | $688.0M | $640.2M | ||
| Q3 25 | $617.0M | $612.6M | ||
| Q2 25 | $634.0M | $849.0M | ||
| Q1 25 | $563.0M | $2.1B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $1.2B | $1.3B |
总债务KMBPPC
| Q1 26 | $6.5M | — | ||
| Q4 25 | $6.5B | $3.1B | ||
| Q3 25 | $6.5B | $3.1B | ||
| Q2 25 | $6.5B | $3.1B | ||
| Q1 25 | $6.5B | $3.2B | ||
| Q4 24 | $6.9B | $3.2B | ||
| Q3 24 | $6.9B | $3.2B | ||
| Q2 24 | $7.2B | $3.2B |
股东权益KMBPPC
| Q1 26 | $1.9M | — | ||
| Q4 25 | $1.5B | $3.7B | ||
| Q3 25 | $1.3B | $3.5B | ||
| Q2 25 | $1.3B | $3.7B | ||
| Q1 25 | $1.1B | $3.1B | ||
| Q4 24 | $840.0M | $4.2B | ||
| Q3 24 | $1.3B | $4.2B | ||
| Q2 24 | $1.1B | $3.7B |
总资产KMBPPC
| Q1 26 | $17.2M | — | ||
| Q4 25 | $17.1B | $10.3B | ||
| Q3 25 | $16.9B | $10.0B | ||
| Q2 25 | $16.8B | $10.1B | ||
| Q1 25 | $16.3B | $11.0B | ||
| Q4 24 | $16.5B | $10.7B | ||
| Q3 24 | $17.2B | $10.7B | ||
| Q2 24 | $17.3B | $10.1B |
负债/权益比KMBPPC
| Q1 26 | 3.38× | — | ||
| Q4 25 | 4.31× | 0.84× | ||
| Q3 25 | 4.86× | 0.87× | ||
| Q2 25 | 5.09× | 0.83× | ||
| Q1 25 | 5.89× | 1.02× | ||
| Q4 24 | 8.18× | 0.76× | ||
| Q3 24 | 5.36× | 0.76× | ||
| Q2 24 | 6.30× | 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KMBPPC
| Q1 26 | — | — | ||
| Q4 25 | $972.0M | $291.2M | ||
| Q3 25 | $708.0M | $458.3M | ||
| Q2 25 | $770.0M | $495.2M | ||
| Q1 25 | $327.0M | $126.9M | ||
| Q4 24 | $817.0M | $349.3M | ||
| Q3 24 | $958.0M | $651.1M | ||
| Q2 24 | $1.0B | $718.6M |
自由现金流KMBPPC
| Q1 26 | — | — | ||
| Q4 25 | $575.0M | $10.0M | ||
| Q3 25 | $368.0M | $275.9M | ||
| Q2 25 | $573.0M | $339.1M | ||
| Q1 25 | $123.0M | $28.1M | ||
| Q4 24 | $608.0M | $176.6M | ||
| Q3 24 | $798.0M | $565.3M | ||
| Q2 24 | $863.0M | $617.7M |
自由现金流率KMBPPC
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 0.2% | ||
| Q3 25 | 8.9% | 5.8% | ||
| Q2 25 | 13.8% | 7.1% | ||
| Q1 25 | 2.5% | 0.6% | ||
| Q4 24 | 12.3% | 4.0% | ||
| Q3 24 | 16.1% | 12.3% | ||
| Q2 24 | 17.2% | 13.5% |
资本支出强度KMBPPC
| Q1 26 | — | — | ||
| Q4 25 | 12.1% | 6.2% | ||
| Q3 25 | 8.2% | 3.8% | ||
| Q2 25 | 4.7% | 3.3% | ||
| Q1 25 | 4.2% | 2.2% | ||
| Q4 24 | 4.2% | 4.0% | ||
| Q3 24 | 3.2% | 1.9% | ||
| Q2 24 | 3.1% | 2.2% |
现金转化率KMBPPC
| Q1 26 | — | — | ||
| Q4 25 | 1.95× | 3.31× | ||
| Q3 25 | 1.59× | 1.34× | ||
| Q2 25 | 1.51× | 1.39× | ||
| Q1 25 | 0.58× | 0.43× | ||
| Q4 24 | 1.83× | 1.48× | ||
| Q3 24 | 1.06× | 1.86× | ||
| Q2 24 | 1.88× | 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
KMB
| NA | $2.7B | 64% |
| IPC | $1.5B | 36% |
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% |
