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恩智浦（NXPI）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的季度营收约是恩智浦的1.4倍（$4.5B vs $3.2B），恩智浦净利率更高（35.3% vs 1.9%，领先33.3%），PILGRIMS PRIDE CORP同比增速更快（3.3% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $10.0M），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（1.8% vs 0.9%）
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
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。
NXPI vs PPC — 直观对比
营收规模更大
PPC
是对方的1.4倍
$3.2B
营收增速更快
PPC
高出8.3%
-5.0%
净利率更高
NXPI
高出33.3%
1.9%
自由现金流更多
NXPI
多$704.0M
$10.0M
两年增速更快
PPC
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $4.5B |
| 净利润 | $1.1B | $88.0M |
| 毛利率 | 59.5% | 9.5% |
| 营业利润率 | — | 4.5% |
| 净利率 | 35.3% | 1.9% |
| 营收同比 | -5.0% | 3.3% |
| 净利润同比 | 147.0% | -62.7% |
| 每股收益（稀释后） | $4.43 | $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NXPIPPC
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.3B | $4.5B | ||
| Q3 25 | $3.2B | $4.8B | ||
| Q2 25 | $2.9B | $4.8B | ||
| Q1 25 | $2.8B | $4.5B | ||
| Q4 24 | $3.1B | $4.4B | ||
| Q3 24 | $3.3B | $4.6B | ||
| Q2 24 | $3.1B | $4.6B |
净利润NXPIPPC
| Q1 26 | $1.1B | — | ||
| Q4 25 | $455.0M | $88.0M | ||
| Q3 25 | $631.0M | $342.8M | ||
| Q2 25 | $445.0M | $355.5M | ||
| Q1 25 | $490.0M | $296.0M | ||
| Q4 24 | $495.0M | $235.9M | ||
| Q3 24 | $718.0M | $349.9M | ||
| Q2 24 | $658.0M | $326.3M |
毛利率NXPIPPC
| Q1 26 | 59.5% | — | ||
| Q4 25 | 54.2% | 9.5% | ||
| Q3 25 | 56.3% | 13.9% | ||
| Q2 25 | 53.4% | 15.0% | ||
| Q1 25 | 55.0% | 12.4% | ||
| Q4 24 | 53.9% | 12.7% | ||
| Q3 24 | 57.4% | 14.9% | ||
| Q2 24 | 57.3% | 15.2% |
营业利润率NXPIPPC
| Q1 26 | — | — | ||
| Q4 25 | 22.3% | 4.5% | ||
| Q3 25 | 28.1% | 10.4% | ||
| Q2 25 | 23.5% | 10.8% | ||
| Q1 25 | 25.5% | 9.1% | ||
| Q4 24 | 21.7% | 7.0% | ||
| Q3 24 | 30.5% | 11.1% | ||
| Q2 24 | 28.7% | 9.7% |
净利率NXPIPPC
| Q1 26 | 35.3% | — | ||
| Q4 25 | 13.6% | 1.9% | ||
| Q3 25 | 19.9% | 7.2% | ||
| Q2 25 | 15.2% | 7.5% | ||
| Q1 25 | 17.3% | 6.6% | ||
| Q4 24 | 15.9% | 5.4% | ||
| Q3 24 | 22.1% | 7.6% | ||
| Q2 24 | 21.0% | 7.2% |
每股收益（稀释后）NXPIPPC
| Q1 26 | $4.43 | — | ||
| Q4 25 | $1.80 | $0.37 | ||
| Q3 25 | $2.48 | $1.44 | ||
| Q2 25 | $1.75 | $1.49 | ||
| Q1 25 | $1.92 | $1.24 | ||
| Q4 24 | $1.93 | $1.00 | ||
| Q3 24 | $2.79 | $1.47 | ||
| Q2 24 | $2.54 | $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 | $3.7B | $640.2M |
| 总债务越低越好 | $11.7B | $3.1B |
| 股东权益账面价值 | $10.9B | $3.7B |
| 总资产 | $27.1B | $10.3B |
| 负债/权益比越低杠杆越低 | 1.07× | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资NXPIPPC
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.3B | $640.2M | ||
| Q3 25 | $3.5B | $612.6M | ||
| Q2 25 | $3.2B | $849.0M | ||
| Q1 25 | $4.0B | $2.1B | ||
| Q4 24 | $3.3B | $2.0B | ||
| Q3 24 | $2.7B | $1.9B | ||
| Q2 24 | $2.9B | $1.3B |
总债务NXPIPPC
| Q1 26 | $11.7B | — | ||
| Q4 25 | $11.0B | $3.1B | ||
| Q3 25 | $11.0B | $3.1B | ||
| Q2 25 | $9.5B | $3.1B | ||
| Q1 25 | $10.2B | $3.2B | ||
| Q4 24 | $10.4B | $3.2B | ||
| Q3 24 | $9.7B | $3.2B | ||
| Q2 24 | $9.7B | $3.2B |
股东权益NXPIPPC
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.1B | $3.7B | ||
| Q3 25 | $10.0B | $3.5B | ||
| Q2 25 | $9.6B | $3.7B | ||
| Q1 25 | $9.3B | $3.1B | ||
| Q4 24 | $9.2B | $4.2B | ||
| Q3 24 | $9.4B | $4.2B | ||
| Q2 24 | $9.0B | $3.7B |
总资产NXPIPPC
| Q1 26 | $27.1B | — | ||
| Q4 25 | $26.6B | $10.3B | ||
| Q3 25 | $26.4B | $10.0B | ||
| Q2 25 | $25.3B | $10.1B | ||
| Q1 25 | $25.2B | $11.0B | ||
| Q4 24 | $24.4B | $10.7B | ||
| Q3 24 | $23.7B | $10.7B | ||
| Q2 24 | $23.2B | $10.1B |
负债/权益比NXPIPPC
| Q1 26 | 1.07× | — | ||
| Q4 25 | 1.09× | 0.84× | ||
| Q3 25 | 1.09× | 0.87× | ||
| Q2 25 | 0.99× | 0.83× | ||
| Q1 25 | 1.10× | 1.02× | ||
| Q4 24 | 1.13× | 0.76× | ||
| Q3 24 | 1.03× | 0.76× | ||
| Q2 24 | 1.07× | 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 | — | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $714.0M | $10.0M |
| 自由现金流率自由现金流/营收 | 22.4% | 0.2% |
| 资本支出强度资本支出/营收 | 2.5% | 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 | $2.7B | $653.1M |
8季度趋势，按日历期对齐
经营现金流NXPIPPC
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $291.2M | ||
| Q3 25 | $585.0M | $458.3M | ||
| Q2 25 | $779.0M | $495.2M | ||
| Q1 25 | $565.0M | $126.9M | ||
| Q4 24 | $391.0M | $349.3M | ||
| Q3 24 | $779.0M | $651.1M | ||
| Q2 24 | $761.0M | $718.6M |
自由现金流NXPIPPC
| Q1 26 | $714.0M | — | ||
| Q4 25 | $793.0M | $10.0M | ||
| Q3 25 | $508.0M | $275.9M | ||
| Q2 25 | $696.0M | $339.1M | ||
| Q1 25 | $426.0M | $28.1M | ||
| Q4 24 | $261.0M | $176.6M | ||
| Q3 24 | $593.0M | $565.3M | ||
| Q2 24 | $576.0M | $617.7M |
自由现金流率NXPIPPC
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 0.2% | ||
| Q3 25 | 16.0% | 5.8% | ||
| Q2 25 | 23.8% | 7.1% | ||
| Q1 25 | 15.0% | 0.6% | ||
| Q4 24 | 8.4% | 4.0% | ||
| Q3 24 | 18.2% | 12.3% | ||
| Q2 24 | 18.4% | 13.5% |
资本支出强度NXPIPPC
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.9% | 6.2% | ||
| Q3 25 | 2.4% | 3.8% | ||
| Q2 25 | 2.8% | 3.3% | ||
| Q1 25 | 4.9% | 2.2% | ||
| Q4 24 | 4.2% | 4.0% | ||
| Q3 24 | 5.7% | 1.9% | ||
| Q2 24 | 5.9% | 2.2% |
现金转化率NXPIPPC
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | 3.31× | ||
| Q3 25 | 0.93× | 1.34× | ||
| Q2 25 | 1.75× | 1.39× | ||
| Q1 25 | 1.15× | 0.43× | ||
| Q4 24 | 0.79× | 1.48× | ||
| Q3 24 | 1.08× | 1.86× | ||
| Q2 24 | 1.16× | 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
NXPI
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% |
