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PILGRIMS PRIDE CORP（PPC）与QVC Group, Inc.（QVCGA）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 Group, Inc.的1.7倍（$4.5B vs $2.7B），PILGRIMS PRIDE CORP净利率更高（1.9% vs -1.4%，领先3.3%），PILGRIMS PRIDE CORP同比增速更快（3.3% vs -9.1%），QVC Group, Inc.自由现金流更多（$191.0M vs $10.0M），过去两年QVC Group, Inc.的营收复合增速更高（6.9% vs 1.8%）
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 企业，由董事长约翰·C·马龙控制，马龙持有该公司多数具有投票权的股份，主营媒体相关业务，是美国本土颇具影响力的传媒集团。
PPC vs QVCGA — 直观对比
营收规模更大
PPC
是对方的1.7倍
$2.7B
营收增速更快
PPC
高出12.4%
-9.1%
净利率更高
PPC
高出3.3%
-1.4%
自由现金流更多
QVCGA
多$181.0M
$10.0M
两年增速更快
QVCGA
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $2.7B |
| 净利润 | $88.0M | $-37.0M |
| 毛利率 | 9.5% | 32.9% |
| 营业利润率 | 4.5% | 3.7% |
| 净利率 | 1.9% | -1.4% |
| 营收同比 | 3.3% | -9.1% |
| 净利润同比 | -62.7% | 97.1% |
| 每股收益（稀释后） | $0.37 | $-17.37 |
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PPCQVCGA
| Q4 25 | $4.5B | $2.7B | ||
| Q3 25 | $4.8B | $2.2B | ||
| Q2 25 | $4.8B | $2.2B | ||
| Q1 25 | $4.5B | $2.1B | ||
| Q4 24 | $4.4B | $2.9B | ||
| Q3 24 | $4.6B | $2.3B | ||
| Q2 24 | $4.6B | $2.4B | ||
| Q1 24 | $4.4B | $2.3B |
净利润PPCQVCGA
| Q4 25 | $88.0M | $-37.0M | ||
| Q3 25 | $342.8M | $-80.0M | ||
| Q2 25 | $355.5M | $-2.2B | ||
| Q1 25 | $296.0M | $-100.0M | ||
| Q4 24 | $235.9M | $-1.3B | ||
| Q3 24 | $349.9M | $-23.0M | ||
| Q2 24 | $326.3M | $20.0M | ||
| Q1 24 | $174.4M | $-1.0M |
毛利率PPCQVCGA
| Q4 25 | 9.5% | 32.9% | ||
| Q3 25 | 13.9% | 34.0% | ||
| Q2 25 | 15.0% | 36.4% | ||
| Q1 25 | 12.4% | 34.2% | ||
| Q4 24 | 12.7% | 33.3% | ||
| Q3 24 | 14.9% | 35.3% | ||
| Q2 24 | 15.2% | 36.4% | ||
| Q1 24 | 8.8% | 35.5% |
营业利润率PPCQVCGA
| Q4 25 | 4.5% | 3.7% | ||
| Q3 25 | 10.4% | 2.7% | ||
| Q2 25 | 10.8% | -101.6% | ||
| Q1 25 | 9.1% | 0.7% | ||
| Q4 24 | 7.0% | -43.2% | ||
| Q3 24 | 11.1% | 6.5% | ||
| Q2 24 | 9.7% | 6.9% | ||
| Q1 24 | 5.7% | 6.2% |
净利率PPCQVCGA
| Q4 25 | 1.9% | -1.4% | ||
| Q3 25 | 7.2% | -3.6% | ||
| Q2 25 | 7.5% | -99.4% | ||
| Q1 25 | 6.6% | -4.8% | ||
| Q4 24 | 5.4% | -43.7% | ||
| Q3 24 | 7.6% | -1.0% | ||
| Q2 24 | 7.2% | 0.8% | ||
| Q1 24 | 4.0% | -0.0% |
每股收益（稀释后）PPCQVCGA
| Q4 25 | $0.37 | $-17.37 | ||
| Q3 25 | $1.44 | $-9.89 | ||
| Q2 25 | $1.49 | $-275.46 | ||
| Q1 25 | $1.24 | $-0.25 | ||
| Q4 24 | $1.00 | — | ||
| Q3 24 | $1.47 | $-0.06 | ||
| Q2 24 | $1.37 | $2.57 | ||
| Q1 24 | $0.73 | — |
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 | $640.2M | $2.0B |
| 总债务越低越好 | $3.1B | $790.0M |
| 股东权益账面价值 | $3.7B | $-3.1B |
| 总资产 | $10.3B | $7.6B |
| 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PPCQVCGA
| Q4 25 | $640.2M | $2.0B | ||
| Q3 25 | $612.6M | $1.8B | ||
| Q2 25 | $849.0M | $897.0M | ||
| Q1 25 | $2.1B | $833.0M | ||
| Q4 24 | $2.0B | $905.0M | ||
| Q3 24 | $1.9B | $873.0M | ||
| Q2 24 | $1.3B | $1.2B | ||
| Q1 24 | $870.8M | $1.1B |
总债务PPCQVCGA
| Q4 25 | $3.1B | $790.0M | ||
| Q3 25 | $3.1B | $5.9B | ||
| Q2 25 | $3.1B | $4.9B | ||
| Q1 25 | $3.2B | $5.0B | ||
| Q4 24 | $3.2B | $4.1B | ||
| Q3 24 | $3.2B | $5.1B | ||
| Q2 24 | $3.2B | $5.3B | ||
| Q1 24 | $3.3B | $5.5B |
股东权益PPCQVCGA
| Q4 25 | $3.7B | $-3.1B | ||
| Q3 25 | $3.5B | $-3.1B | ||
| Q2 25 | $3.7B | $-3.0B | ||
| Q1 25 | $3.1B | $-981.0M | ||
| Q4 24 | $4.2B | $-971.0M | ||
| Q3 24 | $4.2B | $397.0M | ||
| Q2 24 | $3.7B | $328.0M | ||
| Q1 24 | $3.5B | $255.0M |
总资产PPCQVCGA
| Q4 25 | $10.3B | $7.6B | ||
| Q3 25 | $10.0B | $7.6B | ||
| Q2 25 | $10.1B | $6.7B | ||
| Q1 25 | $11.0B | $9.0B | ||
| Q4 24 | $10.7B | $9.2B | ||
| Q3 24 | $10.7B | $10.8B | ||
| Q2 24 | $10.1B | $10.9B | ||
| Q1 24 | $9.8B | $11.0B |
负债/权益比PPCQVCGA
| Q4 25 | 0.84× | — | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.83× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 0.76× | 12.74× | ||
| Q2 24 | 0.85× | 16.28× | ||
| Q1 24 | 0.96× | 21.53× |
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 | $244.0M |
| 自由现金流经营现金流 - 资本支出 | $10.0M | $191.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 7.1% |
| 资本支出强度资本支出/营收 | 6.2% | 2.0% |
| 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 | $653.1M | $118.0M |
8季度趋势，按日历期对齐
经营现金流PPCQVCGA
| Q4 25 | $291.2M | $244.0M | ||
| Q3 25 | $458.3M | $4.0M | ||
| Q2 25 | $495.2M | $86.0M | ||
| Q1 25 | $126.9M | $-60.0M | ||
| Q4 24 | $349.3M | $212.0M | ||
| Q3 24 | $651.1M | $20.0M | ||
| Q2 24 | $718.6M | $267.0M | ||
| Q1 24 | $271.0M | $26.0M |
自由现金流PPCQVCGA
| Q4 25 | $10.0M | $191.0M | ||
| Q3 25 | $275.9M | $-27.0M | ||
| Q2 25 | $339.1M | $48.0M | ||
| Q1 25 | $28.1M | $-94.0M | ||
| Q4 24 | $176.6M | $150.0M | ||
| Q3 24 | $565.3M | $-23.0M | ||
| Q2 24 | $617.7M | $213.0M | ||
| Q1 24 | $171.9M | $-14.0M |
自由现金流率PPCQVCGA
| Q4 25 | 0.2% | 7.1% | ||
| Q3 25 | 5.8% | -1.2% | ||
| Q2 25 | 7.1% | 2.1% | ||
| Q1 25 | 0.6% | -4.5% | ||
| Q4 24 | 4.0% | 5.1% | ||
| Q3 24 | 12.3% | -1.0% | ||
| Q2 24 | 13.5% | 8.8% | ||
| Q1 24 | 3.9% | -0.6% |
资本支出强度PPCQVCGA
| Q4 25 | 6.2% | 2.0% | ||
| Q3 25 | 3.8% | 1.4% | ||
| Q2 25 | 3.3% | 1.7% | ||
| Q1 25 | 2.2% | 1.6% | ||
| Q4 24 | 4.0% | 2.1% | ||
| Q3 24 | 1.9% | 1.8% | ||
| Q2 24 | 2.2% | 2.2% | ||
| Q1 24 | 2.3% | 1.7% |
现金转化率PPCQVCGA
| Q4 25 | 3.31× | — | ||
| Q3 25 | 1.34× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 0.43× | — | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 2.20× | 13.35× | ||
| Q1 24 | 1.55× | — |
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
| 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% |
QVCGA
| Other | $915.0M | 34% |
| Home | $754.0M | 28% |
| Beauty | $260.0M | 10% |
| Apparel | $254.0M | 9% |
| Electronics | $187.0M | 7% |
| Accessories | $181.0M | 7% |
| Jewelry | $87.0M | 3% |
| Manufactured Product Other | $38.0M | 1% |
