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PILGRIMS PRIDE CORP(PPC)与PPL Corporation(PPL)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PPL Corporation的1.9倍($4.5B vs $2.3B),PPL Corporation净利率更高(11.3% vs 2.2%,领先9.1%),PPL Corporation同比增速更快(7.2% vs 1.6%),过去两年PPL Corporation的营收复合增速更高(1.0% vs -0.3%)
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。
PPL公司是总部位于美国宾夕法尼亚州的能源公用事业控股企业,为宾州、肯塔基州、罗德岛州约350万居民及工商业用户提供电力与天然气供应服务,核心业务方向包括电网现代化升级、清洁能源转型、高可靠性可持续能源服务供给。
PPC vs PPL — 直观对比
营收规模更大
PPC
是对方的1.9倍
$2.3B
营收增速更快
PPL
高出5.7%
1.6%
净利率更高
PPL
高出9.1%
2.2%
两年增速更快
PPL
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $4.5B | $2.3B |
| 净利润 | $101.5M | $266.0M |
| 毛利率 | 7.6% | — |
| 营业利润率 | 3.6% | 20.3% |
| 净利率 | 2.2% | 11.3% |
| 营收同比 | 1.6% | 7.2% |
| 净利润同比 | — | 50.3% |
| 每股收益(稀释后) | $0.43 | $0.35 |
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
PPC
PPL
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $2.3B | ||
| Q3 25 | $4.8B | $2.2B | ||
| Q2 25 | $4.8B | $2.0B | ||
| Q1 25 | $4.5B | $2.5B | ||
| Q4 24 | $4.4B | $2.2B | ||
| Q3 24 | $4.6B | $2.1B | ||
| Q2 24 | $4.6B | $1.9B |
净利润
PPC
PPL
| Q1 26 | $101.5M | — | ||
| Q4 25 | $88.0M | $266.0M | ||
| Q3 25 | $342.8M | $318.0M | ||
| Q2 25 | $355.5M | $183.0M | ||
| Q1 25 | $296.0M | $414.0M | ||
| Q4 24 | $235.9M | $177.0M | ||
| Q3 24 | $349.9M | $214.0M | ||
| Q2 24 | $326.3M | $190.0M |
毛利率
PPC
PPL
| 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
PPC
PPL
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 20.3% | ||
| Q3 25 | 10.4% | 25.4% | ||
| Q2 25 | 10.8% | 19.9% | ||
| Q1 25 | 9.1% | 26.6% | ||
| Q4 24 | 7.0% | 17.2% | ||
| Q3 24 | 11.1% | 20.6% | ||
| Q2 24 | 9.7% | 20.8% |
净利率
PPC
PPL
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 11.3% | ||
| Q3 25 | 7.2% | 14.2% | ||
| Q2 25 | 7.5% | 9.0% | ||
| Q1 25 | 6.6% | 16.3% | ||
| Q4 24 | 5.4% | 8.1% | ||
| Q3 24 | 7.6% | 10.3% | ||
| Q2 24 | 7.2% | 10.1% |
每股收益(稀释后)
PPC
PPL
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | $0.35 | ||
| Q3 25 | $1.44 | $0.43 | ||
| Q2 25 | $1.49 | $0.25 | ||
| Q1 25 | $1.24 | $0.56 | ||
| Q4 24 | $1.00 | $0.23 | ||
| Q3 24 | $1.47 | $0.29 | ||
| Q2 24 | $1.37 | $0.26 |
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 | $1.1B |
| 总债务越低越好 | $3.1B | $18.9B |
| 股东权益账面价值 | $3.7B | $14.9B |
| 总资产 | $10.2B | $45.2B |
| 负债/权益比越低杠杆越低 | 0.83× | 1.27× |
8季度趋势,按日历期对齐
现金及短期投资
PPC
PPL
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | $1.1B | ||
| Q3 25 | $612.6M | $1.1B | ||
| Q2 25 | $849.0M | $294.0M | ||
| Q1 25 | $2.1B | $312.0M | ||
| Q4 24 | $2.0B | $306.0M | ||
| Q3 24 | $1.9B | $542.0M | ||
| Q2 24 | $1.3B | $282.0M |
总债务
PPC
PPL
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $18.9B | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $3.2B | $16.5B | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — |
股东权益
PPC
PPL
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $14.9B | ||
| Q3 25 | $3.5B | $14.4B | ||
| Q2 25 | $3.7B | $14.3B | ||
| Q1 25 | $3.1B | $14.3B | ||
| Q4 24 | $4.2B | $14.1B | ||
| Q3 24 | $4.2B | $14.1B | ||
| Q2 24 | $3.7B | $14.1B |
总资产
PPC
PPL
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $45.2B | ||
| Q3 25 | $10.0B | $43.9B | ||
| Q2 25 | $10.1B | $42.4B | ||
| Q1 25 | $11.0B | $41.8B | ||
| Q4 24 | $10.7B | $41.1B | ||
| Q3 24 | $10.7B | $40.5B | ||
| Q2 24 | $10.1B | $39.8B |
负债/权益比
PPC
PPL
| Q1 26 | 0.83× | — | ||
| Q4 25 | 0.84× | 1.27× | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.83× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.76× | 1.17× | ||
| 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 | — | $548.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-614.0M |
| 自由现金流率自由现金流/营收 | — | -26.1% |
| 资本支出强度资本支出/营收 | — | 49.5% |
| 现金转化率经营现金流/净利润 | — | 2.06× |
| 过去12个月自由现金流最近4个季度 | — | $-1.4B |
8季度趋势,按日历期对齐
经营现金流
PPC
PPL
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $548.0M | ||
| Q3 25 | $458.3M | $966.0M | ||
| Q2 25 | $495.2M | $602.0M | ||
| Q1 25 | $126.9M | $513.0M | ||
| Q4 24 | $349.3M | $511.0M | ||
| Q3 24 | $651.1M | $781.0M | ||
| Q2 24 | $718.6M | $766.0M |
自由现金流
PPC
PPL
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $-614.0M | ||
| Q3 25 | $275.9M | $-179.0M | ||
| Q2 25 | $339.1M | $-328.0M | ||
| Q1 25 | $28.1M | $-280.0M | ||
| Q4 24 | $176.6M | $-349.0M | ||
| Q3 24 | $565.3M | $102.0M | ||
| Q2 24 | $617.7M | $96.0M |
自由现金流率
PPC
PPL
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | -26.1% | ||
| Q3 25 | 5.8% | -8.0% | ||
| Q2 25 | 7.1% | -16.1% | ||
| Q1 25 | 0.6% | -11.0% | ||
| Q4 24 | 4.0% | -15.9% | ||
| Q3 24 | 12.3% | 4.9% | ||
| Q2 24 | 13.5% | 5.1% |
资本支出强度
PPC
PPL
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 49.5% | ||
| Q3 25 | 3.8% | 51.2% | ||
| Q2 25 | 3.3% | 45.6% | ||
| Q1 25 | 2.2% | 31.2% | ||
| Q4 24 | 4.0% | 39.3% | ||
| Q3 24 | 1.9% | 32.7% | ||
| Q2 24 | 2.2% | 35.8% |
现金转化率
PPC
PPL
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 2.06× | ||
| Q3 25 | 1.34× | 3.04× | ||
| Q2 25 | 1.39× | 3.29× | ||
| Q1 25 | 0.43× | 1.24× | ||
| Q4 24 | 1.48× | 2.89× | ||
| Q3 24 | 1.86× | 3.65× | ||
| Q2 24 | 2.20× | 4.03× |
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
PPC
| U.S | $2.6B | 58% |
| Europe | $1.4B | 30% |
| Mexico | $545.5M | 12% |
PPL
| Rhode Island Regulated | $539.0M | 23% |
| Other | $532.0M | 23% |
| Residential | $451.0M | 19% |
| Nonrelated Party | $425.0M | 18% |
| Transmission | $228.0M | 10% |
| Commercial | $117.0M | 5% |
| Wholesale Other | $23.0M | 1% |
| Industrial | $14.0M | 1% |
| Related Party | $13.0M | 1% |
| Wholesale Municipal | $6.0M | 0% |