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摩托罗拉解决方案(MSI)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的季度营收约是摩托罗拉解决方案的1.3倍($4.5B vs $3.4B),摩托罗拉解决方案净利率更高(19.2% vs 2.2%,领先17.0%),摩托罗拉解决方案同比增速更快(12.3% vs 1.6%),过去两年摩托罗拉解决方案的营收复合增速更高(18.9% vs -0.3%)
摩托罗拉解决方案是美国科技企业,总部位于伊利诺伊州芝加哥,2011年由摩托罗拉公司拆分成立。公司面向公共安全部门及企业客户,提供关键通信、视频安防、指挥中心技术等安全防护类产品与服务。
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。
MSI vs PPC — 直观对比
营收规模更大
PPC
是对方的1.3倍
$3.4B
营收增速更快
MSI
高出10.7%
1.6%
净利率更高
MSI
高出17.0%
2.2%
两年增速更快
MSI
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.4B | $4.5B |
| 净利润 | $649.0M | $101.5M |
| 毛利率 | 52.3% | 7.6% |
| 营业利润率 | 27.9% | 3.6% |
| 净利率 | 19.2% | 2.2% |
| 营收同比 | 12.3% | 1.6% |
| 净利润同比 | 6.2% | — |
| 每股收益(稀释后) | $3.85 | $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
MSI
PPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | $3.4B | $4.5B | ||
| Q3 25 | $3.0B | $4.8B | ||
| Q2 25 | $2.8B | $4.8B | ||
| Q1 25 | $2.5B | $4.5B | ||
| Q4 24 | $3.0B | $4.4B | ||
| Q3 24 | $2.8B | $4.6B | ||
| Q2 24 | $2.6B | $4.6B |
净利润
MSI
PPC
| Q1 26 | — | $101.5M | ||
| Q4 25 | $649.0M | $88.0M | ||
| Q3 25 | $562.0M | $342.8M | ||
| Q2 25 | $513.0M | $355.5M | ||
| Q1 25 | $430.0M | $296.0M | ||
| Q4 24 | $611.0M | $235.9M | ||
| Q3 24 | $562.0M | $349.9M | ||
| Q2 24 | $443.0M | $326.3M |
毛利率
MSI
PPC
| Q1 26 | — | 7.6% | ||
| Q4 25 | 52.3% | 9.5% | ||
| Q3 25 | 51.6% | 13.9% | ||
| Q2 25 | 51.1% | 15.0% | ||
| Q1 25 | 51.4% | 12.4% | ||
| Q4 24 | 51.4% | 12.7% | ||
| Q3 24 | 51.4% | 14.9% | ||
| Q2 24 | 51.0% | 15.2% |
营业利润率
MSI
PPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | 27.9% | 4.5% | ||
| Q3 25 | 25.6% | 10.4% | ||
| Q2 25 | 25.0% | 10.8% | ||
| Q1 25 | 23.0% | 9.1% | ||
| Q4 24 | 27.0% | 7.0% | ||
| Q3 24 | 25.5% | 11.1% | ||
| Q2 24 | 24.5% | 9.7% |
净利率
MSI
PPC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 19.2% | 1.9% | ||
| Q3 25 | 18.7% | 7.2% | ||
| Q2 25 | 18.6% | 7.5% | ||
| Q1 25 | 17.0% | 6.6% | ||
| Q4 24 | 20.3% | 5.4% | ||
| Q3 24 | 20.1% | 7.6% | ||
| Q2 24 | 16.9% | 7.2% |
每股收益(稀释后)
MSI
PPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | $3.85 | $0.37 | ||
| Q3 25 | $3.33 | $1.44 | ||
| Q2 25 | $3.04 | $1.49 | ||
| Q1 25 | $2.53 | $1.24 | ||
| Q4 24 | $3.57 | $1.00 | ||
| Q3 24 | $3.29 | $1.47 | ||
| Q2 24 | $2.60 | $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 | $1.2B | $542.4M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $2.4B | $3.7B |
| 总资产 | $19.4B | $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
MSI
PPC
| Q1 26 | — | $542.4M | ||
| Q4 25 | $1.2B | $640.2M | ||
| Q3 25 | $894.0M | $612.6M | ||
| Q2 25 | $3.2B | $849.0M | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $2.1B | $2.0B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.4B | $1.3B |
总债务
MSI
PPC
| Q1 26 | — | $3.1B | ||
| 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 |
股东权益
MSI
PPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $2.4B | $3.7B | ||
| Q3 25 | $2.3B | $3.5B | ||
| Q2 25 | $2.0B | $3.7B | ||
| Q1 25 | $1.6B | $3.1B | ||
| Q4 24 | $1.7B | $4.2B | ||
| Q3 24 | $1.3B | $4.2B | ||
| Q2 24 | $802.0M | $3.7B |
总资产
MSI
PPC
| Q1 26 | — | $10.2B | ||
| Q4 25 | $19.4B | $10.3B | ||
| Q3 25 | $18.8B | $10.0B | ||
| Q2 25 | $16.4B | $10.1B | ||
| Q1 25 | $14.4B | $11.0B | ||
| Q4 24 | $14.6B | $10.7B | ||
| Q3 24 | $13.9B | $10.7B | ||
| Q2 24 | $13.3B | $10.1B |
负债/权益比
MSI
PPC
| Q1 26 | — | 0.83× | ||
| 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× |
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 | $1.3B | — |
| 自由现金流经营现金流 - 资本支出 | $1.1B | — |
| 自由现金流率自由现金流/营收 | 33.8% | — |
| 资本支出强度资本支出/营收 | 3.4% | — |
| 现金转化率经营现金流/净利润 | 1.94× | — |
| 过去12个月自由现金流最近4个季度 | $2.6B | — |
8季度趋势,按日历期对齐
经营现金流
MSI
PPC
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $291.2M | ||
| Q3 25 | $798.0M | $458.3M | ||
| Q2 25 | $273.0M | $495.2M | ||
| Q1 25 | $510.0M | $126.9M | ||
| Q4 24 | $1.1B | $349.3M | ||
| Q3 24 | $759.0M | $651.1M | ||
| Q2 24 | $180.0M | $718.6M |
自由现金流
MSI
PPC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $10.0M | ||
| Q3 25 | $732.0M | $275.9M | ||
| Q2 25 | $225.0M | $339.1M | ||
| Q1 25 | $473.0M | $28.1M | ||
| Q4 24 | $984.0M | $176.6M | ||
| Q3 24 | $702.0M | $565.3M | ||
| Q2 24 | $112.0M | $617.7M |
自由现金流率
MSI
PPC
| Q1 26 | — | — | ||
| Q4 25 | 33.8% | 0.2% | ||
| Q3 25 | 24.3% | 5.8% | ||
| Q2 25 | 8.1% | 7.1% | ||
| Q1 25 | 18.7% | 0.6% | ||
| Q4 24 | 32.7% | 4.0% | ||
| Q3 24 | 25.2% | 12.3% | ||
| Q2 24 | 4.3% | 13.5% |
资本支出强度
MSI
PPC
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 6.2% | ||
| Q3 25 | 2.2% | 3.8% | ||
| Q2 25 | 1.7% | 3.3% | ||
| Q1 25 | 1.5% | 2.2% | ||
| Q4 24 | 2.9% | 4.0% | ||
| Q3 24 | 2.0% | 1.9% | ||
| Q2 24 | 2.6% | 2.2% |
现金转化率
MSI
PPC
| Q1 26 | — | — | ||
| Q4 25 | 1.94× | 3.31× | ||
| Q3 25 | 1.42× | 1.34× | ||
| Q2 25 | 0.53× | 1.39× | ||
| Q1 25 | 1.19× | 0.43× | ||
| Q4 24 | 1.75× | 1.48× | ||
| Q3 24 | 1.35× | 1.86× | ||
| Q2 24 | 0.41× | 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
MSI
| Product And Systems Integration Segment | $1.5B | 45% |
| Services And Software Segment | $833.0M | 25% |
| Sales Channel Through Intermediary | $772.0M | 23% |
| Command Center Software | $258.0M | 8% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |