vs
蔚来（NIO）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
蔚来的季度营收约是PILGRIMS PRIDE CORP的1.0倍（$4.7B vs $4.5B），PILGRIMS PRIDE CORP净利率更高（2.2% vs 0.8%，领先1.4%）
蔚来是中国本土新能源汽车制造商，总部位于上海，2014年成立，2016年正式启用现有品牌名称。公司专注于智能电动汽车的研发、设计与销售，产品覆盖轿车、SUV等多个品类，近年已将业务拓展至智能手机研发领域。
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。
NIO vs PPC — 直观对比
营收规模更大
NIO
是对方的1.0倍
$4.5B
净利率更高
PPC
高出1.4%
0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.7B | $4.5B |
| 净利润 | $38.7M | $101.5M |
| 毛利率 | 17.5% | 7.6% |
| 营业利润率 | 1.5% | 3.6% |
| 净利率 | 0.8% | 2.2% |
| 营收同比 | — | 1.6% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.05 | $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NIOPPC
| Q1 26 | $4.7B | $4.5B | ||
| Q4 25 | — | $4.5B | ||
| Q3 25 | $3.0B | $4.8B | ||
| Q2 25 | $2.6B | $4.8B | ||
| Q1 25 | $2.7B | $4.5B | ||
| Q4 24 | — | $4.4B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $4.6B |
净利润NIOPPC
| Q1 26 | $38.7M | $101.5M | ||
| Q4 25 | — | $88.0M | ||
| Q3 25 | $-505.2M | $342.8M | ||
| Q2 25 | $-709.5M | $355.5M | ||
| Q1 25 | $-984.2M | $296.0M | ||
| Q4 24 | — | $235.9M | ||
| Q3 24 | — | $349.9M | ||
| Q2 24 | — | $326.3M |
毛利率NIOPPC
| Q1 26 | 17.5% | 7.6% | ||
| Q4 25 | — | 9.5% | ||
| Q3 25 | 13.9% | 13.9% | ||
| Q2 25 | 10.0% | 15.0% | ||
| Q1 25 | 11.7% | 12.4% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | — | 15.2% |
营业利润率NIOPPC
| Q1 26 | 1.5% | 3.6% | ||
| Q4 25 | — | 4.5% | ||
| Q3 25 | -16.2% | 10.4% | ||
| Q2 25 | -25.8% | 10.8% | ||
| Q1 25 | -30.6% | 9.1% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 11.1% | ||
| Q2 24 | — | 9.7% |
净利率NIOPPC
| Q1 26 | 0.8% | 2.2% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | -16.8% | 7.2% | ||
| Q2 25 | -27.0% | 7.5% | ||
| Q1 25 | -36.2% | 6.6% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | — | 7.6% | ||
| Q2 24 | — | 7.2% |
每股收益（稀释后）NIOPPC
| Q1 26 | $0.05 | $0.43 | ||
| Q4 25 | — | $0.37 | ||
| Q3 25 | $-1.51 | $1.44 | ||
| Q2 25 | $-2.31 | $1.49 | ||
| Q1 25 | $-3.47 | $1.24 | ||
| Q4 24 | — | $1.00 | ||
| Q3 24 | — | $1.47 | ||
| Q2 24 | — | $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 | $4.4B | $542.4M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $594.8M | $3.7B |
| 总资产 | $17.8B | $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NIOPPC
| Q1 26 | $4.4B | $542.4M | ||
| Q4 25 | — | $640.2M | ||
| Q3 25 | — | $612.6M | ||
| Q2 25 | $2.5B | $849.0M | ||
| Q1 25 | $4.6B | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.3B |
总债务NIOPPC
| 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NIOPPC
| Q1 26 | $594.8M | $3.7B | ||
| Q4 25 | — | $3.7B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | $-168.3M | $3.7B | ||
| Q1 25 | $817.5M | $3.1B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | — | $3.7B |
总资产NIOPPC
| Q1 26 | $17.8B | $10.2B | ||
| Q4 25 | — | $10.3B | ||
| Q3 25 | — | $10.0B | ||
| Q2 25 | $14.0B | $10.1B | ||
| Q1 25 | $14.7B | $11.0B | ||
| Q4 24 | — | $10.7B | ||
| Q3 24 | — | $10.7B | ||
| Q2 24 | — | $10.1B |
负债/权益比NIOPPC
| 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 | $427.9M | — |
| 自由现金流经营现金流 - 资本支出 | $-439.4M | — |
| 自由现金流率自由现金流/营收 | -9.3% | — |
| 资本支出强度资本支出/营收 | 18.4% | — |
| 现金转化率经营现金流/净利润 | 11.07× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流NIOPPC
| Q1 26 | $427.9M | — | ||
| Q4 25 | — | $291.2M | ||
| Q3 25 | — | $458.3M | ||
| Q2 25 | — | $495.2M | ||
| Q1 25 | $-1.1B | $126.9M | ||
| Q4 24 | — | $349.3M | ||
| Q3 24 | — | $651.1M | ||
| Q2 24 | — | $718.6M |
自由现金流NIOPPC
| Q1 26 | $-439.4M | — | ||
| Q4 25 | — | $10.0M | ||
| Q3 25 | — | $275.9M | ||
| Q2 25 | — | $339.1M | ||
| Q1 25 | $-2.3B | $28.1M | ||
| Q4 24 | — | $176.6M | ||
| Q3 24 | — | $565.3M | ||
| Q2 24 | — | $617.7M |
自由现金流率NIOPPC
| Q1 26 | -9.3% | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 7.1% | ||
| Q1 25 | -85.6% | 0.6% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 13.5% |
资本支出强度NIOPPC
| Q1 26 | 18.4% | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | 46.1% | 2.2% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.2% |
现金转化率NIOPPC
| Q1 26 | 11.07× | — | ||
| Q4 25 | — | 3.31× | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 0.43× | ||
| Q4 24 | — | 1.48× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | — | 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
NIO
暂无分部数据
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
