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派克汉尼汾(PH)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
派克汉尼汾的季度营收约是PILGRIMS PRIDE CORP的1.4倍($6.2B vs $4.5B),派克汉尼汾净利率更高(14.6% vs 2.2%,领先12.4%),派克汉尼汾同比增速更快(10.6% vs 1.6%),过去两年派克汉尼汾的营收复合增速更高(9.1% vs -0.3%)
派克汉尼汾(常简称为派克)是一家专注于运动与控制技术的美国企业,前身为派克电器公司,总部坐落于俄亥俄州大克利夫兰都市区的梅菲尔德高地,其技术及产品广泛应用于工业制造、航空航天等多个核心领域。
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。
PH vs PPC — 直观对比
营收规模更大
PH
是对方的1.4倍
$4.5B
营收增速更快
PH
高出9.0%
1.6%
净利率更高
PH
高出12.4%
2.2%
两年增速更快
PH
近两年复合增速
-0.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $6.2B | $4.5B |
| 净利润 | $904.0M | $101.5M |
| 毛利率 | 43.8% | 7.6% |
| 营业利润率 | — | 3.6% |
| 净利率 | 14.6% | 2.2% |
| 营收同比 | 10.6% | 1.6% |
| 净利润同比 | -5.9% | — |
| 每股收益(稀释后) | $7.06 | $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
PH
PPC
| Q1 26 | $6.2B | $4.5B | ||
| Q4 25 | $5.2B | $4.5B | ||
| Q3 25 | $5.1B | $4.8B | ||
| Q2 25 | $5.2B | $4.8B | ||
| Q1 25 | $5.0B | $4.5B | ||
| Q4 24 | $4.7B | $4.4B | ||
| Q3 24 | $4.9B | $4.6B | ||
| Q2 24 | $5.2B | $4.6B |
净利润
PH
PPC
| Q1 26 | $904.0M | $101.5M | ||
| Q4 25 | — | $88.0M | ||
| Q3 25 | — | $342.8M | ||
| Q2 25 | $923.6M | $355.5M | ||
| Q1 25 | $961.2M | $296.0M | ||
| Q4 24 | $948.6M | $235.9M | ||
| Q3 24 | $698.5M | $349.9M | ||
| Q2 24 | $785.1M | $326.3M |
毛利率
PH
PPC
| Q1 26 | 43.8% | 7.6% | ||
| Q4 25 | 37.3% | 9.5% | ||
| Q3 25 | 37.5% | 13.9% | ||
| Q2 25 | 37.3% | 15.0% | ||
| Q1 25 | 36.9% | 12.4% | ||
| Q4 24 | 36.3% | 12.7% | ||
| Q3 24 | 36.8% | 14.9% | ||
| Q2 24 | 35.9% | 15.2% |
营业利润率
PH
PPC
| Q1 26 | — | 3.6% | ||
| Q4 25 | 22.8% | 4.5% | ||
| Q3 25 | 23.3% | 10.4% | ||
| Q2 25 | 22.7% | 10.8% | ||
| Q1 25 | 22.3% | 9.1% | ||
| Q4 24 | 20.9% | 7.0% | ||
| Q3 24 | 21.6% | 11.1% | ||
| Q2 24 | 21.1% | 9.7% |
净利率
PH
PPC
| Q1 26 | 14.6% | 2.2% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | 17.6% | 7.5% | ||
| Q1 25 | 19.4% | 6.6% | ||
| Q4 24 | 20.0% | 5.4% | ||
| Q3 24 | 14.2% | 7.6% | ||
| Q2 24 | 15.1% | 7.2% |
每股收益(稀释后)
PH
PPC
| Q1 26 | $7.06 | $0.43 | ||
| Q4 25 | $6.60 | $0.37 | ||
| Q3 25 | $6.29 | $1.44 | ||
| Q2 25 | $7.16 | $1.49 | ||
| Q1 25 | $7.37 | $1.24 | ||
| Q4 24 | $7.25 | $1.00 | ||
| Q3 24 | $5.34 | $1.47 | ||
| Q2 24 | $6.06 | $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 | $476.0M | $542.4M |
| 总债务越低越好 | $6.8B | $3.1B |
| 股东权益账面价值 | $14.6B | $3.7B |
| 总资产 | $30.7B | $10.2B |
| 负债/权益比越低杠杆越低 | 0.46× | 0.83× |
8季度趋势,按日历期对齐
现金及短期投资
PH
PPC
| Q1 26 | $476.0M | $542.4M | ||
| Q4 25 | $427.0M | $640.2M | ||
| Q3 25 | $473.0M | $612.6M | ||
| Q2 25 | $467.0M | $849.0M | ||
| Q1 25 | $408.7M | $2.1B | ||
| Q4 24 | $395.5M | $2.0B | ||
| Q3 24 | $371.1M | $1.9B | ||
| Q2 24 | $422.0M | $1.3B |
总债务
PH
PPC
| Q1 26 | $6.8B | $3.1B | ||
| Q4 25 | $7.5B | $3.1B | ||
| Q3 25 | $7.5B | $3.1B | ||
| Q2 25 | $7.5B | $3.1B | ||
| Q1 25 | $7.4B | $3.2B | ||
| Q4 24 | $6.7B | $3.2B | ||
| Q3 24 | $6.7B | $3.2B | ||
| Q2 24 | $7.2B | $3.2B |
股东权益
PH
PPC
| Q1 26 | $14.6B | $3.7B | ||
| Q4 25 | $14.3B | $3.7B | ||
| Q3 25 | $13.8B | $3.5B | ||
| Q2 25 | $13.7B | $3.7B | ||
| Q1 25 | $13.4B | $3.1B | ||
| Q4 24 | $13.1B | $4.2B | ||
| Q3 24 | $12.9B | $4.2B | ||
| Q2 24 | $12.1B | $3.7B |
总资产
PH
PPC
| Q1 26 | $30.7B | $10.2B | ||
| Q4 25 | $30.5B | $10.3B | ||
| Q3 25 | $30.7B | $10.0B | ||
| Q2 25 | $29.5B | $10.1B | ||
| Q1 25 | $28.9B | $11.0B | ||
| Q4 24 | $28.3B | $10.7B | ||
| Q3 24 | $29.6B | $10.7B | ||
| Q2 24 | $29.3B | $10.1B |
负债/权益比
PH
PPC
| Q1 26 | 0.46× | 0.83× | ||
| Q4 25 | 0.52× | 0.84× | ||
| Q3 25 | 0.54× | 0.87× | ||
| Q2 25 | 0.55× | 0.83× | ||
| Q1 25 | 0.55× | 1.02× | ||
| Q4 24 | 0.51× | 0.76× | ||
| Q3 24 | 0.52× | 0.76× | ||
| Q2 24 | 0.59× | 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 | $2.6B | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 4.6% | — |
| 现金转化率经营现金流/净利润 | 2.91× | — |
| 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
PH
PPC
| Q1 26 | $2.6B | — | ||
| Q4 25 | $862.0M | $291.2M | ||
| Q3 25 | $782.0M | $458.3M | ||
| Q2 25 | $1.5B | $495.2M | ||
| Q1 25 | $630.0M | $126.9M | ||
| Q4 24 | $934.8M | $349.3M | ||
| Q3 24 | $744.0M | $651.1M | ||
| Q2 24 | $1.2B | $718.6M |
自由现金流
PH
PPC
| Q1 26 | — | — | ||
| Q4 25 | $768.0M | $10.0M | ||
| Q3 25 | $693.0M | $275.9M | ||
| Q2 25 | $1.3B | $339.1M | ||
| Q1 25 | $542.4M | $28.1M | ||
| Q4 24 | $813.6M | $176.6M | ||
| Q3 24 | $648.7M | $565.3M | ||
| Q2 24 | $1.1B | $617.7M |
自由现金流率
PH
PPC
| Q1 26 | — | — | ||
| Q4 25 | 14.8% | 0.2% | ||
| Q3 25 | 13.6% | 5.8% | ||
| Q2 25 | 25.5% | 7.1% | ||
| Q1 25 | 10.9% | 0.6% | ||
| Q4 24 | 17.2% | 4.0% | ||
| Q3 24 | 13.2% | 12.3% | ||
| Q2 24 | 21.6% | 13.5% |
资本支出强度
PH
PPC
| Q1 26 | 4.6% | — | ||
| Q4 25 | 1.8% | 6.2% | ||
| Q3 25 | 1.8% | 3.8% | ||
| Q2 25 | 2.5% | 3.3% | ||
| Q1 25 | 1.8% | 2.2% | ||
| Q4 24 | 2.6% | 4.0% | ||
| Q3 24 | 1.9% | 1.9% | ||
| Q2 24 | 2.3% | 2.2% |
现金转化率
PH
PPC
| Q1 26 | 2.91× | — | ||
| Q4 25 | — | 3.31× | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | 1.59× | 1.39× | ||
| Q1 25 | 0.66× | 0.43× | ||
| Q4 24 | 0.99× | 1.48× | ||
| Q3 24 | 1.07× | 1.86× | ||
| Q2 24 | 1.58× | 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
PH
| Diversified Industrial | $3.7B | 60% |
| Aerospace Systems | $1.8B | 29% |
| Other | $685.0M | 11% |
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |