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PILGRIMS PRIDE CORP(PPC)与Quanta Services(PWR)财务数据对比。点击上方公司名可切换其他公司
Quanta Services的季度营收约是PILGRIMS PRIDE CORP的1.7倍($7.9B vs $4.5B),Quanta Services净利率更高(2.9% vs 2.2%,领先0.7%),Quanta Services同比增速更快(26.3% vs 1.6%),过去两年Quanta Services的营收复合增速更高(18.6% 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。
Quanta Services是美国基础设施服务企业,业务覆盖电力、管道、工业、通信四大领域,可提供各类网络基础设施的规划、设计、安装、项目管理、运维及维修服务。公司自成立以来除内生增长外,已累计收购超150家电力承包领域相关企业。
PPC vs PWR — 直观对比
营收规模更大
PWR
是对方的1.7倍
$4.5B
营收增速更快
PWR
高出24.8%
1.6%
净利率更高
PWR
高出0.7%
2.2%
两年增速更快
PWR
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.5B | $7.9B |
| 净利润 | $101.5M | $231.4M |
| 毛利率 | 7.6% | 14.1% |
| 营业利润率 | 3.6% | 4.3% |
| 净利率 | 2.2% | 2.9% |
| 营收同比 | 1.6% | 26.3% |
| 净利润同比 | — | 55.4% |
| 每股收益(稀释后) | $0.43 | $1.45 |
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
PWR
| Q1 26 | $4.5B | $7.9B | ||
| Q4 25 | $4.5B | $7.8B | ||
| Q3 25 | $4.8B | $7.6B | ||
| Q2 25 | $4.8B | $6.8B | ||
| Q1 25 | $4.5B | $6.2B | ||
| Q4 24 | $4.4B | $6.6B | ||
| Q3 24 | $4.6B | $6.5B | ||
| Q2 24 | $4.6B | $5.6B |
净利润
PPC
PWR
| Q1 26 | $101.5M | $231.4M | ||
| Q4 25 | $88.0M | $316.6M | ||
| Q3 25 | $342.8M | $339.4M | ||
| Q2 25 | $355.5M | $229.3M | ||
| Q1 25 | $296.0M | $144.3M | ||
| Q4 24 | $235.9M | $310.3M | ||
| Q3 24 | $349.9M | $293.2M | ||
| Q2 24 | $326.3M | $188.2M |
毛利率
PPC
PWR
| Q1 26 | 7.6% | 14.1% | ||
| Q4 25 | 9.5% | 15.5% | ||
| Q3 25 | 13.9% | 15.9% | ||
| Q2 25 | 15.0% | 14.9% | ||
| Q1 25 | 12.4% | 13.4% | ||
| Q4 24 | 12.7% | 16.2% | ||
| Q3 24 | 14.9% | 15.6% | ||
| Q2 24 | 15.2% | 14.5% |
营业利润率
PPC
PWR
| Q1 26 | 3.6% | 4.3% | ||
| Q4 25 | 4.5% | 6.2% | ||
| Q3 25 | 10.4% | 6.8% | ||
| Q2 25 | 10.8% | 5.5% | ||
| Q1 25 | 9.1% | 3.8% | ||
| Q4 24 | 7.0% | 6.9% | ||
| Q3 24 | 11.1% | 6.6% | ||
| Q2 24 | 9.7% | 5.5% |
净利率
PPC
PWR
| Q1 26 | 2.2% | 2.9% | ||
| Q4 25 | 1.9% | 4.0% | ||
| Q3 25 | 7.2% | 4.4% | ||
| Q2 25 | 7.5% | 3.4% | ||
| Q1 25 | 6.6% | 2.3% | ||
| Q4 24 | 5.4% | 4.7% | ||
| Q3 24 | 7.6% | 4.5% | ||
| Q2 24 | 7.2% | 3.4% |
每股收益(稀释后)
PPC
PWR
| Q1 26 | $0.43 | $1.45 | ||
| Q4 25 | $0.37 | $2.08 | ||
| Q3 25 | $1.44 | $2.24 | ||
| Q2 25 | $1.49 | $1.52 | ||
| Q1 25 | $1.24 | $0.96 | ||
| Q4 24 | $1.00 | $2.03 | ||
| Q3 24 | $1.47 | $1.95 | ||
| Q2 24 | $1.37 | $1.26 |
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 | $364.8M |
| 总债务越低越好 | $3.1B | $5.9B |
| 股东权益账面价值 | $3.7B | $9.0B |
| 总资产 | $10.2B | $25.7B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.65× |
8季度趋势,按日历期对齐
现金及短期投资
PPC
PWR
| Q1 26 | $542.4M | $364.8M | ||
| Q4 25 | $640.2M | $439.5M | ||
| Q3 25 | $612.6M | $610.4M | ||
| Q2 25 | $849.0M | $509.5M | ||
| Q1 25 | $2.1B | $520.6M | ||
| Q4 24 | $2.0B | $742.0M | ||
| Q3 24 | $1.9B | $764.1M | ||
| Q2 24 | $1.3B | $518.1M |
总债务
PPC
PWR
| Q1 26 | $3.1B | $5.9B | ||
| Q4 25 | $3.1B | $5.2B | ||
| Q3 25 | $3.1B | $5.5B | ||
| Q2 25 | $3.1B | $4.7B | ||
| Q1 25 | $3.2B | $4.4B | ||
| Q4 24 | $3.2B | $4.1B | ||
| Q3 24 | $3.2B | $4.1B | ||
| Q2 24 | $3.2B | $3.0B |
股东权益
PPC
PWR
| Q1 26 | $3.7B | $9.0B | ||
| Q4 25 | $3.7B | $8.9B | ||
| Q3 25 | $3.5B | $8.4B | ||
| Q2 25 | $3.7B | $7.9B | ||
| Q1 25 | $3.1B | $7.5B | ||
| Q4 24 | $4.2B | $7.3B | ||
| Q3 24 | $4.2B | $7.1B | ||
| Q2 24 | $3.7B | $6.6B |
总资产
PPC
PWR
| Q1 26 | $10.2B | $25.7B | ||
| Q4 25 | $10.3B | $24.9B | ||
| Q3 25 | $10.0B | $22.7B | ||
| Q2 25 | $10.1B | $19.9B | ||
| Q1 25 | $11.0B | $19.1B | ||
| Q4 24 | $10.7B | $18.7B | ||
| Q3 24 | $10.7B | $18.9B | ||
| Q2 24 | $10.1B | $15.9B |
负债/权益比
PPC
PWR
| Q1 26 | 0.83× | 0.65× | ||
| Q4 25 | 0.84× | 0.59× | ||
| Q3 25 | 0.87× | 0.66× | ||
| Q2 25 | 0.83× | 0.59× | ||
| Q1 25 | 1.02× | 0.58× | ||
| Q4 24 | 0.76× | 0.56× | ||
| Q3 24 | 0.76× | 0.58× | ||
| Q2 24 | 0.85× | 0.45× |
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 | — | $391.7M |
| 自由现金流经营现金流 - 资本支出 | — | $184.4M |
| 自由现金流率自由现金流/营收 | — | 2.3% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.69× |
| 过去12个月自由现金流最近4个季度 | — | $1.7B |
8季度趋势,按日历期对齐
经营现金流
PPC
PWR
| Q1 26 | — | $391.7M | ||
| Q4 25 | $291.2M | $1.1B | ||
| Q3 25 | $458.3M | $563.5M | ||
| Q2 25 | $495.2M | $295.7M | ||
| Q1 25 | $126.9M | $243.2M | ||
| Q4 24 | $349.3M | $712.0M | ||
| Q3 24 | $651.1M | $739.9M | ||
| Q2 24 | $718.6M | $391.3M |
自由现金流
PPC
PWR
| Q1 26 | — | $184.4M | ||
| Q4 25 | $10.0M | $934.0M | ||
| Q3 25 | $275.9M | $421.0M | ||
| Q2 25 | $339.1M | $155.4M | ||
| Q1 25 | $28.1M | $110.4M | ||
| Q4 24 | $176.6M | $565.0M | ||
| Q3 24 | $565.3M | $527.4M | ||
| Q2 24 | $617.7M | $229.9M |
自由现金流率
PPC
PWR
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.2% | 11.9% | ||
| Q3 25 | 5.8% | 5.5% | ||
| Q2 25 | 7.1% | 2.3% | ||
| Q1 25 | 0.6% | 1.8% | ||
| Q4 24 | 4.0% | 8.6% | ||
| Q3 24 | 12.3% | 8.1% | ||
| Q2 24 | 13.5% | 4.1% |
资本支出强度
PPC
PWR
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 2.5% | ||
| Q3 25 | 3.8% | 1.9% | ||
| Q2 25 | 3.3% | 2.1% | ||
| Q1 25 | 2.2% | 2.1% | ||
| Q4 24 | 4.0% | 2.2% | ||
| Q3 24 | 1.9% | 3.3% | ||
| Q2 24 | 2.2% | 2.9% |
现金转化率
PPC
PWR
| Q1 26 | — | 1.69× | ||
| Q4 25 | 3.31× | 3.56× | ||
| Q3 25 | 1.34× | 1.66× | ||
| Q2 25 | 1.39× | 1.29× | ||
| Q1 25 | 0.43× | 1.69× | ||
| Q4 24 | 1.48× | 2.29× | ||
| Q3 24 | 1.86× | 2.52× | ||
| Q2 24 | 2.20× | 2.08× |
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% |
PWR
| Electric | $6.5B | 82% |
| Underground and Infrastructure | $1.4B | 18% |