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美盛公司（MOS）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的季度营收约是美盛公司的1.5倍（$4.5B vs $3.0B），PILGRIMS PRIDE CORP净利率更高（1.9% vs -17.5%，领先19.4%），美盛公司同比增速更快（5.6% vs 3.3%），PILGRIMS PRIDE CORP自由现金流更多（$10.0M vs $-405.7M），过去两年美盛公司的营收复合增速更高（5.3% vs 1.8%）
美盛公司（The Mosaic Company）是总部位于美国佛罗里达州坦帕的化工企业，主营磷矿、钾矿开采及尿素采集，依托多元国际分销网络和旗下肥料业务板块生产销售农用肥料，是美国规模最大的钾肥、磷肥生产商。
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。
MOS vs PPC — 直观对比
营收规模更大
PPC
是对方的1.5倍
$3.0B
营收增速更快
MOS
高出2.3%
3.3%
净利率更高
PPC
高出19.4%
-17.5%
自由现金流更多
PPC
多$415.7M
$-405.7M
两年增速更快
MOS
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $4.5B |
| 净利润 | $-519.5M | $88.0M |
| 毛利率 | 11.5% | 9.5% |
| 营业利润率 | -3.4% | 4.5% |
| 净利率 | -17.5% | 1.9% |
| 营收同比 | 5.6% | 3.3% |
| 净利润同比 | -407.4% | -62.7% |
| 每股收益（稀释后） | $-1.63 | $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MOSPPC
| Q4 25 | $3.0B | $4.5B | ||
| Q3 25 | $3.5B | $4.8B | ||
| Q2 25 | $3.0B | $4.8B | ||
| Q1 25 | $2.6B | $4.5B | ||
| Q4 24 | $2.8B | $4.4B | ||
| Q3 24 | $2.8B | $4.6B | ||
| Q2 24 | $2.8B | $4.6B | ||
| Q1 24 | $2.7B | $4.4B |
净利润MOSPPC
| Q4 25 | $-519.5M | $88.0M | ||
| Q3 25 | $411.4M | $342.8M | ||
| Q2 25 | $410.7M | $355.5M | ||
| Q1 25 | $238.1M | $296.0M | ||
| Q4 24 | $169.0M | $235.9M | ||
| Q3 24 | $122.2M | $349.9M | ||
| Q2 24 | $-161.5M | $326.3M | ||
| Q1 24 | $45.2M | $174.4M |
毛利率MOSPPC
| Q4 25 | 11.5% | 9.5% | ||
| Q3 25 | 16.0% | 13.9% | ||
| Q2 25 | 17.3% | 15.0% | ||
| Q1 25 | 18.6% | 12.4% | ||
| Q4 24 | 10.7% | 12.7% | ||
| Q3 24 | 14.8% | 14.9% | ||
| Q2 24 | 14.0% | 15.2% | ||
| Q1 24 | 14.9% | 8.8% |
营业利润率MOSPPC
| Q4 25 | -3.4% | 4.5% | ||
| Q3 25 | 9.8% | 10.4% | ||
| Q2 25 | 8.1% | 10.8% | ||
| Q1 25 | 12.9% | 9.1% | ||
| Q4 24 | 3.5% | 7.0% | ||
| Q3 24 | 4.1% | 11.1% | ||
| Q2 24 | 8.3% | 9.7% | ||
| Q1 24 | 6.5% | 5.7% |
净利率MOSPPC
| Q4 25 | -17.5% | 1.9% | ||
| Q3 25 | 11.9% | 7.2% | ||
| Q2 25 | 13.7% | 7.5% | ||
| Q1 25 | 9.1% | 6.6% | ||
| Q4 24 | 6.0% | 5.4% | ||
| Q3 24 | 4.3% | 7.6% | ||
| Q2 24 | -5.7% | 7.2% | ||
| Q1 24 | 1.7% | 4.0% |
每股收益（稀释后）MOSPPC
| Q4 25 | $-1.63 | $0.37 | ||
| Q3 25 | $1.29 | $1.44 | ||
| Q2 25 | $1.29 | $1.49 | ||
| Q1 25 | $0.75 | $1.24 | ||
| Q4 24 | $0.53 | $1.00 | ||
| Q3 24 | $0.38 | $1.47 | ||
| Q2 24 | $-0.50 | $1.37 | ||
| Q1 24 | $0.14 | $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 | $276.6M | $640.2M |
| 总债务越低越好 | $4.3B | $3.1B |
| 股东权益账面价值 | $12.1B | $3.7B |
| 总资产 | $24.5B | $10.3B |
| 负债/权益比越低杠杆越低 | 0.35× | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资MOSPPC
| Q4 25 | $276.6M | $640.2M | ||
| Q3 25 | $153.3M | $612.6M | ||
| Q2 25 | $286.2M | $849.0M | ||
| Q1 25 | $259.2M | $2.1B | ||
| Q4 24 | $272.8M | $2.0B | ||
| Q3 24 | $301.6M | $1.9B | ||
| Q2 24 | $322.0M | $1.3B | ||
| Q1 24 | $336.7M | $870.8M |
总债务MOSPPC
| Q4 25 | $4.3B | $3.1B | ||
| Q3 25 | $3.4B | $3.1B | ||
| Q2 25 | $3.3B | $3.1B | ||
| Q1 25 | $3.3B | $3.2B | ||
| Q4 24 | $3.3B | $3.2B | ||
| Q3 24 | $3.2B | $3.2B | ||
| Q2 24 | $3.2B | $3.2B | ||
| Q1 24 | $3.2B | $3.3B |
股东权益MOSPPC
| Q4 25 | $12.1B | $3.7B | ||
| Q3 25 | $12.8B | $3.5B | ||
| Q2 25 | $12.4B | $3.7B | ||
| Q1 25 | $11.8B | $3.1B | ||
| Q4 24 | $11.5B | $4.2B | ||
| Q3 24 | $11.8B | $4.2B | ||
| Q2 24 | $11.7B | $3.7B | ||
| Q1 24 | $12.0B | $3.5B |
总资产MOSPPC
| Q4 25 | $24.5B | $10.3B | ||
| Q3 25 | $24.7B | $10.0B | ||
| Q2 25 | $24.3B | $10.1B | ||
| Q1 25 | $23.2B | $11.0B | ||
| Q4 24 | $22.9B | $10.7B | ||
| Q3 24 | $23.3B | $10.7B | ||
| Q2 24 | $22.6B | $10.1B | ||
| Q1 24 | $22.9B | $9.8B |
负债/权益比MOSPPC
| Q4 25 | 0.35× | 0.84× | ||
| Q3 25 | 0.26× | 0.87× | ||
| Q2 25 | 0.27× | 0.83× | ||
| Q1 25 | 0.28× | 1.02× | ||
| Q4 24 | 0.29× | 0.76× | ||
| Q3 24 | 0.27× | 0.76× | ||
| Q2 24 | 0.27× | 0.85× | ||
| Q1 24 | 0.27× | 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 | $-56.1M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $-405.7M | $10.0M |
| 自由现金流率自由现金流/营收 | -13.6% | 0.2% |
| 资本支出强度资本支出/营收 | 11.8% | 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 | $-534.6M | $653.1M |
8季度趋势，按日历期对齐
经营现金流MOSPPC
| Q4 25 | $-56.1M | $291.2M | ||
| Q3 25 | $228.5M | $458.3M | ||
| Q2 25 | $609.5M | $495.2M | ||
| Q1 25 | $42.9M | $126.9M | ||
| Q4 24 | $219.3M | $349.3M | ||
| Q3 24 | $312.9M | $651.1M | ||
| Q2 24 | $847.0M | $718.6M | ||
| Q1 24 | $-80.0M | $271.0M |
自由现金流MOSPPC
| Q4 25 | $-405.7M | $10.0M | ||
| Q3 25 | $-135.9M | $275.9M | ||
| Q2 25 | $304.9M | $339.1M | ||
| Q1 25 | $-297.9M | $28.1M | ||
| Q4 24 | $-74.8M | $176.6M | ||
| Q3 24 | $72.1M | $565.3M | ||
| Q2 24 | $513.1M | $617.7M | ||
| Q1 24 | $-463.0M | $171.9M |
自由现金流率MOSPPC
| Q4 25 | -13.6% | 0.2% | ||
| Q3 25 | -3.9% | 5.8% | ||
| Q2 25 | 10.1% | 7.1% | ||
| Q1 25 | -11.4% | 0.6% | ||
| Q4 24 | -2.7% | 4.0% | ||
| Q3 24 | 2.6% | 12.3% | ||
| Q2 24 | 18.2% | 13.5% | ||
| Q1 24 | -17.3% | 3.9% |
资本支出强度MOSPPC
| Q4 25 | 11.8% | 6.2% | ||
| Q3 25 | 10.6% | 3.8% | ||
| Q2 25 | 10.1% | 3.3% | ||
| Q1 25 | 13.0% | 2.2% | ||
| Q4 24 | 10.4% | 4.0% | ||
| Q3 24 | 8.6% | 1.9% | ||
| Q2 24 | 11.9% | 2.2% | ||
| Q1 24 | 14.3% | 2.3% |
现金转化率MOSPPC
| Q4 25 | — | 3.31× | ||
| Q3 25 | 0.56× | 1.34× | ||
| Q2 25 | 1.48× | 1.39× | ||
| Q1 25 | 0.18× | 0.43× | ||
| Q4 24 | 1.30× | 1.48× | ||
| Q3 24 | 2.56× | 1.86× | ||
| Q2 24 | — | 2.20× | ||
| Q1 24 | -1.77× | 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
MOS
暂无分部数据
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% |
