vs
Lennar（LEN）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
Lennar的季度营收约是PILGRIMS PRIDE CORP的1.5倍（$6.6B vs $4.5B），Lennar净利率更高（3.5% vs 2.2%，领先1.2%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs -13.3%），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（-0.3% vs -13.1%）
Lennar Corporation是总部位于美国佛罗里达州迈阿密-戴德县的住宅建筑企业，截至2025年按房屋销量统计为美国第二大住宅建筑商。公司业务覆盖多户型及单户住宅租赁物业投资、高端地产开发，旗下LenX板块布局地产科技，另有Lennar Mortgage提供按揭贷款服务。
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。
LEN vs PPC — 直观对比
营收规模更大
LEN
是对方的1.5倍
$4.5B
营收增速更快
PPC
高出14.8%
-13.3%
净利率更高
LEN
高出1.2%
2.2%
两年增速更快
PPC
近两年复合增速
-13.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $6.6B | $4.5B |
| 净利润 | $229.4M | $101.5M |
| 毛利率 | — | 7.6% |
| 营业利润率 | — | 3.6% |
| 净利率 | 3.5% | 2.2% |
| 营收同比 | -13.3% | 1.6% |
| 净利润同比 | -55.8% | — |
| 每股收益（稀释后） | $0.93 | $0.43 |
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LENPPC
| Q1 26 | $6.6B | $4.5B | ||
| Q4 25 | $9.4B | $4.5B | ||
| Q3 25 | $8.8B | $4.8B | ||
| Q2 25 | $8.4B | $4.8B | ||
| Q1 25 | $7.6B | $4.5B | ||
| Q4 24 | $9.9B | $4.4B | ||
| Q3 24 | $9.4B | $4.6B | ||
| Q2 24 | $8.8B | $4.6B |
净利润LENPPC
| Q1 26 | $229.4M | $101.5M | ||
| Q4 25 | $490.2M | $88.0M | ||
| Q3 25 | $591.0M | $342.8M | ||
| Q2 25 | $477.4M | $355.5M | ||
| Q1 25 | $519.5M | $296.0M | ||
| Q4 24 | $1.1B | $235.9M | ||
| Q3 24 | $1.2B | $349.9M | ||
| Q2 24 | $954.3M | $326.3M |
毛利率LENPPC
| Q1 26 | — | 7.6% | ||
| 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% |
营业利润率LENPPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | 7.3% | 4.5% | ||
| Q3 25 | 9.0% | 10.4% | ||
| Q2 25 | 7.7% | 10.8% | ||
| Q1 25 | 9.1% | 9.1% | ||
| Q4 24 | 14.7% | 7.0% | ||
| Q3 24 | 16.3% | 11.1% | ||
| Q2 24 | 14.4% | 9.7% |
净利率LENPPC
| Q1 26 | 3.5% | 2.2% | ||
| Q4 25 | 5.2% | 1.9% | ||
| Q3 25 | 6.7% | 7.2% | ||
| Q2 25 | 5.7% | 7.5% | ||
| Q1 25 | 6.8% | 6.6% | ||
| Q4 24 | 11.0% | 5.4% | ||
| Q3 24 | 12.3% | 7.6% | ||
| Q2 24 | 10.9% | 7.2% |
每股收益（稀释后）LENPPC
| Q1 26 | $0.93 | $0.43 | ||
| Q4 25 | — | $0.37 | ||
| Q3 25 | $2.29 | $1.44 | ||
| Q2 25 | $1.81 | $1.49 | ||
| Q1 25 | $1.96 | $1.24 | ||
| Q4 24 | $4.03 | $1.00 | ||
| Q3 24 | $4.26 | $1.47 | ||
| Q2 24 | $3.45 | $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 | $2.1B | $542.4M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $21.9B | $3.7B |
| 总资产 | $33.2B | $10.2B |
| 负债/权益比越低杠杆越低 | — | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资LENPPC
| Q1 26 | $2.1B | $542.4M | ||
| Q4 25 | $3.8B | $640.2M | ||
| Q3 25 | — | $612.6M | ||
| Q2 25 | — | $849.0M | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $4.9B | $2.0B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.3B |
总债务LENPPC
| Q1 26 | — | $3.1B | ||
| Q4 25 | $5.9B | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | $4.2B | $3.2B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B |
股东权益LENPPC
| Q1 26 | $21.9B | $3.7B | ||
| Q4 25 | $22.0B | $3.7B | ||
| Q3 25 | $22.6B | $3.5B | ||
| Q2 25 | $22.6B | $3.7B | ||
| Q1 25 | $22.7B | $3.1B | ||
| Q4 24 | $27.9B | $4.2B | ||
| Q3 24 | $27.4B | $4.2B | ||
| Q2 24 | $26.9B | $3.7B |
总资产LENPPC
| Q1 26 | $33.2B | $10.2B | ||
| Q4 25 | $34.4B | $10.3B | ||
| Q3 25 | $34.9B | $10.0B | ||
| Q2 25 | $34.4B | $10.1B | ||
| Q1 25 | $35.0B | $11.0B | ||
| Q4 24 | $41.3B | $10.7B | ||
| Q3 24 | $39.7B | $10.7B | ||
| Q2 24 | $38.7B | $10.1B |
负债/权益比LENPPC
| Q1 26 | — | 0.83× | ||
| Q4 25 | 0.27× | 0.84× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.83× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | 0.15× | 0.76× | ||
| Q3 24 | — | 0.76× | ||
| Q2 24 | — | 0.85× |
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
LEN
| Homebuilding | $6.3B | 95% |
| Financial Services | $215.6M | 3% |
| Multifamily | $82.5M | 1% |
| Lennar Other | $22.9M | 0% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
