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NVR, Inc.（NVR）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NVR, Inc.的1.7倍（$4.5B vs $2.7B），NVR, Inc.净利率更高（13.4% vs 2.2%，领先11.2%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs -4.7%），过去两年NVR, Inc.的营收复合增速更高（7.8% vs -0.3%）
NVR, Inc.是总部位于美国弗吉尼亚州雷斯顿的知名住宅建造企业，同时运营抵押贷款银行及产权服务相关业务。公司业务主要布局美国东海岸，覆盖14个州及华盛顿特区，2021年有22%的营收来自华盛顿大都会区。
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。
NVR vs PPC — 直观对比
营收规模更大
PPC
是对方的1.7倍
$2.7B
营收增速更快
PPC
高出6.2%
-4.7%
净利率更高
NVR
高出11.2%
2.2%
两年增速更快
NVR
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $4.5B |
| 净利润 | $363.8M | $101.5M |
| 毛利率 | — | 7.6% |
| 营业利润率 | — | 3.6% |
| 净利率 | 13.4% | 2.2% |
| 营收同比 | -4.7% | 1.6% |
| 净利润同比 | -20.5% | — |
| 每股收益（稀释后） | $120.85 | $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NVRPPC
| Q1 26 | — | $4.5B | ||
| Q4 25 | $2.7B | $4.5B | ||
| Q3 25 | $2.6B | $4.8B | ||
| Q2 25 | $2.6B | $4.8B | ||
| Q1 25 | $2.4B | $4.5B | ||
| Q4 24 | $2.8B | $4.4B | ||
| Q3 24 | $2.7B | $4.6B | ||
| Q2 24 | $2.6B | $4.6B |
净利润NVRPPC
| Q1 26 | — | $101.5M | ||
| Q4 25 | $363.8M | $88.0M | ||
| Q3 25 | $342.7M | $342.8M | ||
| Q2 25 | $333.7M | $355.5M | ||
| Q1 25 | $299.6M | $296.0M | ||
| Q4 24 | $457.4M | $235.9M | ||
| Q3 24 | $429.3M | $349.9M | ||
| Q2 24 | $400.9M | $326.3M |
毛利率NVRPPC
| 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NVRPPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | — | 4.5% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 10.8% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 11.1% | ||
| Q2 24 | — | 9.7% |
净利率NVRPPC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 13.4% | 1.9% | ||
| Q3 25 | 13.1% | 7.2% | ||
| Q2 25 | 12.8% | 7.5% | ||
| Q1 25 | 12.5% | 6.6% | ||
| Q4 24 | 16.1% | 5.4% | ||
| Q3 24 | 15.7% | 7.6% | ||
| Q2 24 | 15.3% | 7.2% |
每股收益（稀释后）NVRPPC
| Q1 26 | — | $0.43 | ||
| Q4 25 | $120.85 | $0.37 | ||
| Q3 25 | $112.33 | $1.44 | ||
| Q2 25 | $108.54 | $1.49 | ||
| Q1 25 | $94.83 | $1.24 | ||
| Q4 24 | $139.09 | $1.00 | ||
| Q3 24 | $130.50 | $1.47 | ||
| Q2 24 | $120.69 | $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 | — | $542.4M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $3.9B | $3.7B |
| 总资产 | $5.9B | $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NVRPPC
| Q1 26 | — | $542.4M | ||
| Q4 25 | — | $640.2M | ||
| Q3 25 | — | $612.6M | ||
| Q2 25 | — | $849.0M | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.3B |
总债务NVRPPC
| 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NVRPPC
| Q1 26 | — | $3.7B | ||
| Q4 25 | $3.9B | $3.7B | ||
| Q3 25 | $4.0B | $3.5B | ||
| Q2 25 | $3.8B | $3.7B | ||
| Q1 25 | $4.0B | $3.1B | ||
| Q4 24 | $4.2B | $4.2B | ||
| Q3 24 | $4.3B | $4.2B | ||
| Q2 24 | $4.1B | $3.7B |
总资产NVRPPC
| Q1 26 | — | $10.2B | ||
| Q4 25 | $5.9B | $10.3B | ||
| Q3 25 | $6.0B | $10.0B | ||
| Q2 25 | $5.9B | $10.1B | ||
| Q1 25 | $6.2B | $11.0B | ||
| Q4 24 | $6.4B | $10.7B | ||
| Q3 24 | $6.5B | $10.7B | ||
| Q2 24 | $6.4B | $10.1B |
负债/权益比NVRPPC
| 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 | $439.7M | — |
| 自由现金流经营现金流 - 资本支出 | $436.0M | — |
| 自由现金流率自由现金流/营收 | 16.1% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | 1.21× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流NVRPPC
| Q1 26 | — | — | ||
| Q4 25 | $439.7M | $291.2M | ||
| Q3 25 | $438.7M | $458.3M | ||
| Q2 25 | $35.1M | $495.2M | ||
| Q1 25 | $207.8M | $126.9M | ||
| Q4 24 | $637.0M | $349.3M | ||
| Q3 24 | $358.3M | $651.1M | ||
| Q2 24 | $232.7M | $718.6M |
自由现金流NVRPPC
| Q1 26 | — | — | ||
| Q4 25 | $436.0M | $10.0M | ||
| Q3 25 | $433.3M | $275.9M | ||
| Q2 25 | $26.8M | $339.1M | ||
| Q1 25 | $200.7M | $28.1M | ||
| Q4 24 | $631.5M | $176.6M | ||
| Q3 24 | $350.1M | $565.3M | ||
| Q2 24 | $226.3M | $617.7M |
自由现金流率NVRPPC
| Q1 26 | — | — | ||
| Q4 25 | 16.1% | 0.2% | ||
| Q3 25 | 16.6% | 5.8% | ||
| Q2 25 | 1.0% | 7.1% | ||
| Q1 25 | 8.4% | 0.6% | ||
| Q4 24 | 22.2% | 4.0% | ||
| Q3 24 | 12.8% | 12.3% | ||
| Q2 24 | 8.7% | 13.5% |
资本支出强度NVRPPC
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 6.2% | ||
| Q3 25 | 0.2% | 3.8% | ||
| Q2 25 | 0.3% | 3.3% | ||
| Q1 25 | 0.3% | 2.2% | ||
| Q4 24 | 0.2% | 4.0% | ||
| Q3 24 | 0.3% | 1.9% | ||
| Q2 24 | 0.2% | 2.2% |
现金转化率NVRPPC
| Q1 26 | — | — | ||
| Q4 25 | 1.21× | 3.31× | ||
| Q3 25 | 1.28× | 1.34× | ||
| Q2 25 | 0.11× | 1.39× | ||
| Q1 25 | 0.69× | 0.43× | ||
| Q4 24 | 1.39× | 1.48× | ||
| Q3 24 | 0.83× | 1.86× | ||
| Q2 24 | 0.58× | 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
NVR
| Home Building Segment | $2.6B | 97% |
| Mortgage Banking Segment | $77.4M | 3% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
