vs
奥的斯（OTIS）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的季度营收约是奥的斯的1.3倍（$4.5B vs $3.6B），奥的斯净利率更高（9.5% vs 1.9%，领先7.6%），PILGRIMS PRIDE CORP同比增速更快（3.3% vs 1.0%），奥的斯自由现金流更多（$380.0M vs $10.0M），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（1.8% vs -0.5%）
奥的斯（Otis Worldwide）是总部位于美国的知名垂直交通解决方案提供商，专业从事电梯、自动扶梯、自动人行道及相关配套设备的研发、生产与销售业务，产品覆盖全球各地区的商业楼宇、公共设施、住宅等多元场景。
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。
OTIS vs PPC — 直观对比
营收规模更大
PPC
是对方的1.3倍
$3.6B
营收增速更快
PPC
高出2.3%
1.0%
净利率更高
OTIS
高出7.6%
1.9%
自由现金流更多
OTIS
多$370.0M
$10.0M
两年增速更快
PPC
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.6B | $4.5B |
| 净利润 | $340.0M | $88.0M |
| 毛利率 | — | 9.5% |
| 营业利润率 | 15.1% | 4.5% |
| 净利率 | 9.5% | 1.9% |
| 营收同比 | 1.0% | 3.3% |
| 净利润同比 | 750.0% | -62.7% |
| 每股收益（稀释后） | $0.87 | $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OTISPPC
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.8B | $4.5B | ||
| Q3 25 | $3.7B | $4.8B | ||
| Q2 25 | $3.6B | $4.8B | ||
| Q1 25 | $3.4B | $4.5B | ||
| Q4 24 | $3.7B | $4.4B | ||
| Q3 24 | $3.5B | $4.6B | ||
| Q2 24 | $3.6B | $4.6B |
净利润OTISPPC
| Q1 26 | $340.0M | — | ||
| Q4 25 | $374.0M | $88.0M | ||
| Q3 25 | $374.0M | $342.8M | ||
| Q2 25 | $393.0M | $355.5M | ||
| Q1 25 | $243.0M | $296.0M | ||
| Q4 24 | $337.0M | $235.9M | ||
| Q3 24 | $540.0M | $349.9M | ||
| Q2 24 | $415.0M | $326.3M |
毛利率OTISPPC
| Q1 26 | — | — | ||
| 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OTISPPC
| Q1 26 | 15.1% | — | ||
| Q4 25 | 15.5% | 4.5% | ||
| Q3 25 | 15.9% | 10.4% | ||
| Q2 25 | 15.2% | 10.8% | ||
| Q1 25 | 12.3% | 9.1% | ||
| Q4 24 | 14.4% | 7.0% | ||
| Q3 24 | 10.2% | 11.1% | ||
| Q2 24 | 15.8% | 9.7% |
净利率OTISPPC
| Q1 26 | 9.5% | — | ||
| Q4 25 | 9.9% | 1.9% | ||
| Q3 25 | 10.1% | 7.2% | ||
| Q2 25 | 10.9% | 7.5% | ||
| Q1 25 | 7.3% | 6.6% | ||
| Q4 24 | 9.2% | 5.4% | ||
| Q3 24 | 15.2% | 7.6% | ||
| Q2 24 | 11.5% | 7.2% |
每股收益（稀释后）OTISPPC
| Q1 26 | $0.87 | — | ||
| Q4 25 | $0.95 | $0.37 | ||
| Q3 25 | $0.95 | $1.44 | ||
| Q2 25 | $0.99 | $1.49 | ||
| Q1 25 | $0.61 | $1.24 | ||
| Q4 24 | $0.85 | $1.00 | ||
| Q3 24 | $1.34 | $1.47 | ||
| Q2 24 | $1.02 | $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 | $834.0M | $640.2M |
| 总债务越低越好 | $6.9B | $3.1B |
| 股东权益账面价值 | — | $3.7B |
| 总资产 | $10.5B | $10.3B |
| 负债/权益比越低杠杆越低 | — | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资OTISPPC
| Q1 26 | $834.0M | — | ||
| Q4 25 | $1.1B | $640.2M | ||
| Q3 25 | $840.0M | $612.6M | ||
| Q2 25 | $688.0M | $849.0M | ||
| Q1 25 | $1.9B | $2.1B | ||
| Q4 24 | $2.3B | $2.0B | ||
| Q3 24 | $827.0M | $1.9B | ||
| Q2 24 | $942.0M | $1.3B |
总债务OTISPPC
| Q1 26 | $6.9B | — | ||
| Q4 25 | $7.8B | $3.1B | ||
| Q3 25 | $7.7B | $3.1B | ||
| Q2 25 | $7.2B | $3.1B | ||
| Q1 25 | $8.4B | $3.2B | ||
| Q4 24 | $8.3B | $3.2B | ||
| Q3 24 | $6.9B | $3.2B | ||
| Q2 24 | $6.8B | $3.2B |
股东权益OTISPPC
| Q1 26 | — | — | ||
| Q4 25 | $-5.4B | $3.7B | ||
| Q3 25 | $-5.4B | $3.5B | ||
| Q2 25 | $-5.4B | $3.7B | ||
| Q1 25 | $-5.1B | $3.1B | ||
| Q4 24 | $-4.8B | $4.2B | ||
| Q3 24 | $-4.9B | $4.2B | ||
| Q2 24 | $-5.0B | $3.7B |
总资产OTISPPC
| Q1 26 | $10.5B | — | ||
| Q4 25 | $10.7B | $10.3B | ||
| Q3 25 | $10.8B | $10.0B | ||
| Q2 25 | $10.5B | $10.1B | ||
| Q1 25 | $11.2B | $11.0B | ||
| Q4 24 | $11.3B | $10.7B | ||
| Q3 24 | $10.3B | $10.7B | ||
| Q2 24 | $9.9B | $10.1B |
负债/权益比OTISPPC
| Q1 26 | — | — | ||
| 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 | — | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $380.0M | $10.0M |
| 自由现金流率自由现金流/营收 | 10.7% | 0.2% |
| 资本支出强度资本支出/营收 | 0.9% | 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 | $1.7B | $653.1M |
8季度趋势，按日历期对齐
经营现金流OTISPPC
| Q1 26 | — | — | ||
| Q4 25 | $817.0M | $291.2M | ||
| Q3 25 | $374.0M | $458.3M | ||
| Q2 25 | $215.0M | $495.2M | ||
| Q1 25 | $190.0M | $126.9M | ||
| Q4 24 | $690.0M | $349.3M | ||
| Q3 24 | $394.0M | $651.1M | ||
| Q2 24 | $308.0M | $718.6M |
自由现金流OTISPPC
| Q1 26 | $380.0M | — | ||
| Q4 25 | $772.0M | $10.0M | ||
| Q3 25 | $337.0M | $275.9M | ||
| Q2 25 | $179.0M | $339.1M | ||
| Q1 25 | $156.0M | $28.1M | ||
| Q4 24 | $651.0M | $176.6M | ||
| Q3 24 | $362.0M | $565.3M | ||
| Q2 24 | $284.0M | $617.7M |
自由现金流率OTISPPC
| Q1 26 | 10.7% | — | ||
| Q4 25 | 20.3% | 0.2% | ||
| Q3 25 | 9.1% | 5.8% | ||
| Q2 25 | 5.0% | 7.1% | ||
| Q1 25 | 4.7% | 0.6% | ||
| Q4 24 | 17.7% | 4.0% | ||
| Q3 24 | 10.2% | 12.3% | ||
| Q2 24 | 7.9% | 13.5% |
资本支出强度OTISPPC
| Q1 26 | 0.9% | — | ||
| Q4 25 | 1.2% | 6.2% | ||
| Q3 25 | 1.0% | 3.8% | ||
| Q2 25 | 1.0% | 3.3% | ||
| Q1 25 | 1.0% | 2.2% | ||
| Q4 24 | 1.1% | 4.0% | ||
| Q3 24 | 0.9% | 1.9% | ||
| Q2 24 | 0.7% | 2.2% |
现金转化率OTISPPC
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 3.31× | ||
| Q3 25 | 1.00× | 1.34× | ||
| Q2 25 | 0.55× | 1.39× | ||
| Q1 25 | 0.78× | 0.43× | ||
| Q4 24 | 2.05× | 1.48× | ||
| Q3 24 | 0.73× | 1.86× | ||
| Q2 24 | 0.74× | 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
OTIS
| Service | $2.2B | 61% |
| New Equipment | $1.1B | 32% |
| Other | $230.0M | 6% |
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% |
