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李尔公司（LEA）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
李尔公司的季度营收约是PILGRIMS PRIDE CORP的1.3倍（$6.0B vs $4.5B），PILGRIMS PRIDE CORP净利率更高（1.9% vs 1.4%，领先0.6%），李尔公司同比增速更快（4.8% vs 3.3%），李尔公司自由现金流更多（$281.1M vs $10.0M），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（1.8% vs -0.1%）
李尔公司是美国知名汽车零部件供应商，核心业务涵盖汽车座椅及电气系统的研发、生产与销售。公司曾位列2018年《财富》世界500强第148位，2019年升至第147位，在全球汽车供应链领域拥有突出的市场地位与品牌影响力。
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。
LEA vs PPC — 直观对比
营收规模更大
LEA
是对方的1.3倍
$4.5B
营收增速更快
LEA
高出1.5%
3.3%
净利率更高
PPC
高出0.6%
1.4%
自由现金流更多
LEA
多$271.1M
$10.0M
两年增速更快
PPC
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $6.0B | $4.5B |
| 净利润 | $82.7M | $88.0M |
| 毛利率 | 5.7% | 9.5% |
| 营业利润率 | 2.6% | 4.5% |
| 净利率 | 1.4% | 1.9% |
| 营收同比 | 4.8% | 3.3% |
| 净利润同比 | -6.1% | -62.7% |
| 每股收益（稀释后） | $1.58 | $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LEAPPC
| Q4 25 | $6.0B | $4.5B | ||
| Q3 25 | $5.7B | $4.8B | ||
| Q2 25 | $6.0B | $4.8B | ||
| Q1 25 | $5.6B | $4.5B | ||
| Q4 24 | $5.7B | $4.4B | ||
| Q3 24 | $5.6B | $4.6B | ||
| Q2 24 | $6.0B | $4.6B | ||
| Q1 24 | $6.0B | $4.4B |
净利润LEAPPC
| Q4 25 | $82.7M | $88.0M | ||
| Q3 25 | $108.2M | $342.8M | ||
| Q2 25 | $165.2M | $355.5M | ||
| Q1 25 | $80.7M | $296.0M | ||
| Q4 24 | $88.1M | $235.9M | ||
| Q3 24 | $135.8M | $349.9M | ||
| Q2 24 | $173.1M | $326.3M | ||
| Q1 24 | $109.6M | $174.4M |
毛利率LEAPPC
| Q4 25 | 5.7% | 9.5% | ||
| Q3 25 | 6.4% | 13.9% | ||
| Q2 25 | 7.3% | 15.0% | ||
| Q1 25 | 6.5% | 12.4% | ||
| Q4 24 | 6.8% | 12.7% | ||
| Q3 24 | 7.3% | 14.9% | ||
| Q2 24 | 7.5% | 15.2% | ||
| Q1 24 | 6.6% | 8.8% |
营业利润率LEAPPC
| Q4 25 | 2.6% | 4.5% | ||
| Q3 25 | 3.4% | 10.4% | ||
| Q2 25 | 4.1% | 10.8% | ||
| Q1 25 | 3.3% | 9.1% | ||
| Q4 24 | 3.7% | 7.0% | ||
| Q3 24 | 3.9% | 11.1% | ||
| Q2 24 | 4.3% | 9.7% | ||
| Q1 24 | 3.3% | 5.7% |
净利率LEAPPC
| Q4 25 | 1.4% | 1.9% | ||
| Q3 25 | 1.9% | 7.2% | ||
| Q2 25 | 2.7% | 7.5% | ||
| Q1 25 | 1.5% | 6.6% | ||
| Q4 24 | 1.5% | 5.4% | ||
| Q3 24 | 2.4% | 7.6% | ||
| Q2 24 | 2.9% | 7.2% | ||
| Q1 24 | 1.8% | 4.0% |
每股收益（稀释后）LEAPPC
| Q4 25 | $1.58 | $0.37 | ||
| Q3 25 | $2.02 | $1.44 | ||
| Q2 25 | $3.06 | $1.49 | ||
| Q1 25 | $1.49 | $1.24 | ||
| Q4 24 | $1.64 | $1.00 | ||
| Q3 24 | $2.41 | $1.47 | ||
| Q2 24 | $3.02 | $1.37 | ||
| Q1 24 | $1.90 | $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 | $1.0B | $640.2M |
| 总债务越低越好 | $2.7B | $3.1B |
| 股东权益账面价值 | $5.0B | $3.7B |
| 总资产 | $14.8B | $10.3B |
| 负债/权益比越低杠杆越低 | 0.54× | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资LEAPPC
| Q4 25 | $1.0B | $640.2M | ||
| Q3 25 | $1.0B | $612.6M | ||
| Q2 25 | $887.9M | $849.0M | ||
| Q1 25 | $779.9M | $2.1B | ||
| Q4 24 | $1.1B | $2.0B | ||
| Q3 24 | $763.9M | $1.9B | ||
| Q2 24 | $950.3M | $1.3B | ||
| Q1 24 | $930.4M | $870.8M |
总债务LEAPPC
| Q4 25 | $2.7B | $3.1B | ||
| Q3 25 | $2.8B | $3.1B | ||
| Q2 25 | $2.8B | $3.1B | ||
| Q1 25 | $2.7B | $3.2B | ||
| Q4 24 | $2.7B | $3.2B | ||
| Q3 24 | $2.8B | $3.2B | ||
| Q2 24 | $2.7B | $3.2B | ||
| Q1 24 | $2.7B | $3.3B |
股东权益LEAPPC
| Q4 25 | $5.0B | $3.7B | ||
| Q3 25 | $5.1B | $3.5B | ||
| Q2 25 | $5.1B | $3.7B | ||
| Q1 25 | $4.7B | $3.1B | ||
| Q4 24 | $4.5B | $4.2B | ||
| Q3 24 | $4.8B | $4.2B | ||
| Q2 24 | $4.8B | $3.7B | ||
| Q1 24 | $4.9B | $3.5B |
总资产LEAPPC
| Q4 25 | $14.8B | $10.3B | ||
| Q3 25 | $15.2B | $10.0B | ||
| Q2 25 | $15.3B | $10.1B | ||
| Q1 25 | $14.6B | $11.0B | ||
| Q4 24 | $14.0B | $10.7B | ||
| Q3 24 | $14.8B | $10.7B | ||
| Q2 24 | $14.7B | $10.1B | ||
| Q1 24 | $14.9B | $9.8B |
负债/权益比LEAPPC
| Q4 25 | 0.54× | 0.84× | ||
| Q3 25 | 0.54× | 0.87× | ||
| Q2 25 | 0.54× | 0.83× | ||
| Q1 25 | 0.59× | 1.02× | ||
| Q4 24 | 0.61× | 0.76× | ||
| Q3 24 | 0.58× | 0.76× | ||
| Q2 24 | 0.57× | 0.85× | ||
| Q1 24 | 0.56× | 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 | $475.9M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $281.1M | $10.0M |
| 自由现金流率自由现金流/营收 | 4.7% | 0.2% |
| 资本支出强度资本支出/营收 | 3.3% | 6.2% |
| 现金转化率经营现金流/净利润 | 5.75× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $527.2M | $653.1M |
8季度趋势，按日历期对齐
经营现金流LEAPPC
| Q4 25 | $475.9M | $291.2M | ||
| Q3 25 | $444.4M | $458.3M | ||
| Q2 25 | $296.2M | $495.2M | ||
| Q1 25 | $-127.7M | $126.9M | ||
| Q4 24 | $680.8M | $349.3M | ||
| Q3 24 | $182.7M | $651.1M | ||
| Q2 24 | $291.2M | $718.6M | ||
| Q1 24 | $-34.6M | $271.0M |
自由现金流LEAPPC
| Q4 25 | $281.1M | $10.0M | ||
| Q3 25 | $307.0M | $275.9M | ||
| Q2 25 | $170.8M | $339.1M | ||
| Q1 25 | $-231.7M | $28.1M | ||
| Q4 24 | $488.7M | $176.6M | ||
| Q3 24 | $50.5M | $565.3M | ||
| Q2 24 | $170.4M | $617.7M | ||
| Q1 24 | $-148.2M | $171.9M |
自由现金流率LEAPPC
| Q4 25 | 4.7% | 0.2% | ||
| Q3 25 | 5.4% | 5.8% | ||
| Q2 25 | 2.8% | 7.1% | ||
| Q1 25 | -4.2% | 0.6% | ||
| Q4 24 | 8.6% | 4.0% | ||
| Q3 24 | 0.9% | 12.3% | ||
| Q2 24 | 2.8% | 13.5% | ||
| Q1 24 | -2.5% | 3.9% |
资本支出强度LEAPPC
| Q4 25 | 3.3% | 6.2% | ||
| Q3 25 | 2.4% | 3.8% | ||
| Q2 25 | 2.1% | 3.3% | ||
| Q1 25 | 1.9% | 2.2% | ||
| Q4 24 | 3.4% | 4.0% | ||
| Q3 24 | 2.4% | 1.9% | ||
| Q2 24 | 2.0% | 2.2% | ||
| Q1 24 | 1.9% | 2.3% |
现金转化率LEAPPC
| Q4 25 | 5.75× | 3.31× | ||
| Q3 25 | 4.11× | 1.34× | ||
| Q2 25 | 1.79× | 1.39× | ||
| Q1 25 | -1.58× | 0.43× | ||
| Q4 24 | 7.73× | 1.48× | ||
| Q3 24 | 1.35× | 1.86× | ||
| Q2 24 | 1.68× | 2.20× | ||
| Q1 24 | -0.32× | 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
LEA
| Other | $3.5B | 59% |
| Seating Segment | $1.9B | 32% |
| E Systems Segment | $520.6M | 9% |
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% |
