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PILGRIMS PRIDE CORP（PPC）与QVC INC（QVCD）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QVC INC的1.9倍（$4.5B vs $2.4B），PILGRIMS PRIDE CORP净利率更高（2.2% vs 1.5%，领先0.7%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs -8.9%），过去两年QVC INC的营收复合增速更高（7.1% 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。
QVC集团是一家美国媒体 conglomerate，由公司董事长约翰·C·马龙控股，马龙持有该集团多数有表决权股份，业务覆盖媒体相关领域，是美国颇具影响力的传媒企业集团。
PPC vs QVCD — 直观对比
营收规模更大
PPC
是对方的1.9倍
$2.4B
营收增速更快
PPC
高出10.5%
-8.9%
净利率更高
PPC
高出0.7%
1.5%
两年增速更快
QVCD
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $2.4B |
| 净利润 | $101.5M | $37.0M |
| 毛利率 | 7.6% | 32.5% |
| 营业利润率 | 3.6% | 5.6% |
| 净利率 | 2.2% | 1.5% |
| 营收同比 | 1.6% | -8.9% |
| 净利润同比 | — | 103.0% |
| 每股收益（稀释后） | $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PPCQVCD
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $2.4B | ||
| Q3 25 | $4.8B | $2.0B | ||
| Q2 25 | $4.8B | $2.0B | ||
| Q1 25 | $4.5B | $1.9B | ||
| Q4 24 | $4.4B | $2.7B | ||
| Q3 24 | $4.6B | $2.1B | ||
| Q2 24 | $4.6B | $2.1B |
净利润PPCQVCD
| Q1 26 | $101.5M | — | ||
| Q4 25 | $88.0M | $37.0M | ||
| Q3 25 | $342.8M | $2.0M | ||
| Q2 25 | $355.5M | $-2.2B | ||
| Q1 25 | $296.0M | $-42.0M | ||
| Q4 24 | $235.9M | $-1.2B | ||
| Q3 24 | $349.9M | $51.0M | ||
| Q2 24 | $326.3M | $53.0M |
毛利率PPCQVCD
| Q1 26 | 7.6% | — | ||
| Q4 25 | 9.5% | 32.5% | ||
| Q3 25 | 13.9% | 33.6% | ||
| Q2 25 | 15.0% | 35.4% | ||
| Q1 25 | 12.4% | 33.3% | ||
| Q4 24 | 12.7% | 32.6% | ||
| Q3 24 | 14.9% | 34.7% | ||
| Q2 24 | 15.2% | 35.6% |
营业利润率PPCQVCD
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 5.6% | ||
| Q3 25 | 10.4% | 4.6% | ||
| Q2 25 | 10.8% | -114.5% | ||
| Q1 25 | 9.1% | 1.5% | ||
| Q4 24 | 7.0% | -47.1% | ||
| Q3 24 | 11.1% | 7.8% | ||
| Q2 24 | 9.7% | 7.6% |
净利率PPCQVCD
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 1.5% | ||
| Q3 25 | 7.2% | 0.1% | ||
| Q2 25 | 7.5% | -109.1% | ||
| Q1 25 | 6.6% | -2.2% | ||
| Q4 24 | 5.4% | -46.0% | ||
| Q3 24 | 7.6% | 2.4% | ||
| Q2 24 | 7.2% | 2.5% |
每股收益（稀释后）PPCQVCD
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | — | ||
| Q3 25 | $1.44 | — | ||
| Q2 25 | $1.49 | — | ||
| Q1 25 | $1.24 | — | ||
| Q4 24 | $1.00 | — | ||
| Q3 24 | $1.47 | — | ||
| Q2 24 | $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 | $542.4M | $1.5B |
| 总债务越低越好 | $3.1B | $1.0M |
| 股东权益账面价值 | $3.7B | $1.2B |
| 总资产 | $10.2B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资PPCQVCD
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | $1.5B | ||
| Q3 25 | $612.6M | — | ||
| Q2 25 | $849.0M | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | $297.0M | ||
| Q3 24 | $1.9B | $297.0M | ||
| Q2 24 | $1.3B | $315.0M |
总债务PPCQVCD
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $1.0M | ||
| Q3 25 | $3.1B | $5.0B | ||
| Q2 25 | $3.1B | $4.0B | ||
| Q1 25 | $3.2B | $4.0B | ||
| Q4 24 | $3.2B | $3.3B | ||
| Q3 24 | $3.2B | $3.4B | ||
| Q2 24 | $3.2B | $3.7B |
股东权益PPCQVCD
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $1.2B | ||
| Q3 25 | $3.5B | $1.2B | ||
| Q2 25 | $3.7B | $1.2B | ||
| Q1 25 | $3.1B | $3.3B | ||
| Q4 24 | $4.2B | $3.3B | ||
| Q3 24 | $4.2B | $4.6B | ||
| Q2 24 | $3.7B | $4.3B |
总资产PPCQVCD
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $8.5B | ||
| Q3 25 | $10.0B | $8.3B | ||
| Q2 25 | $10.1B | $7.4B | ||
| Q1 25 | $11.0B | $9.7B | ||
| Q4 24 | $10.7B | $9.9B | ||
| Q3 24 | $10.7B | $9.9B | ||
| Q2 24 | $10.1B | $11.2B |
负债/权益比PPCQVCD
| Q1 26 | 0.83× | — | ||
| Q4 25 | 0.84× | 0.00× | ||
| Q3 25 | 0.87× | 4.30× | ||
| Q2 25 | 0.83× | 3.42× | ||
| Q1 25 | 1.02× | 1.22× | ||
| Q4 24 | 0.76× | 1.01× | ||
| Q3 24 | 0.76× | 0.73× | ||
| Q2 24 | 0.85× | 0.87× |
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 | — | $245.0M |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | — | 6.62× |
| 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PPCQVCD
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $245.0M | ||
| Q3 25 | $458.3M | $76.0M | ||
| Q2 25 | $495.2M | $52.0M | ||
| Q1 25 | $126.9M | $46.0M | ||
| Q4 24 | $349.3M | $189.0M | ||
| Q3 24 | $651.1M | $98.0M | ||
| Q2 24 | $718.6M | $164.0M |
自由现金流PPCQVCD
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | — | ||
| Q3 25 | $275.9M | — | ||
| Q2 25 | $339.1M | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $176.6M | — | ||
| Q3 24 | $565.3M | — | ||
| Q2 24 | $617.7M | — |
自由现金流率PPCQVCD
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 13.5% | — |
资本支出强度PPCQVCD
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.2% | — |
现金转化率PPCQVCD
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 6.62× | ||
| Q3 25 | 1.34× | 38.00× | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 0.43× | — | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.86× | 1.92× | ||
| Q2 24 | 2.20× | 3.09× |
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% |
QVCD
| Home | $754.0M | 31% |
| QVC International | $661.0M | 27% |
| Beauty | $260.0M | 11% |
| Apparel | $254.0M | 10% |
| Electronics | $187.0M | 8% |
| Accessories | $181.0M | 7% |
| Jewelry | $87.0M | 4% |
| Otherrevenue | $38.0M | 2% |
