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PILGRIMS PRIDE CORP（PPC）与RYDER SYSTEM INC（R）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RYDER SYSTEM INC的1.4倍（$4.5B vs $3.1B），RYDER SYSTEM INC净利率更高（3.0% vs 2.2%，领先0.7%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs 1.0%），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（-0.3% vs -0.9%）
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。
Ryder System Inc.是美国专业运输物流服务商，总部位于佛罗里达州科勒尔盖布尔斯，业务覆盖美国及英国，核心业务包含卡车租赁、车队管理、供应链及运输管理，同时提供车辆维保、二手车销售、专业司机派遣、电商履约与最后一公里配送等多元服务。
PPC vs R — 直观对比
营收规模更大
PPC
是对方的1.4倍
$3.1B
营收增速更快
PPC
高出0.6%
1.0%
净利率更高
R
高出0.7%
2.2%
两年增速更快
PPC
近两年复合增速
-0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $3.1B |
| 净利润 | $101.5M | $93.0M |
| 毛利率 | 7.6% | — |
| 营业利润率 | 3.6% | — |
| 净利率 | 2.2% | 3.0% |
| 营收同比 | 1.6% | 1.0% |
| 净利润同比 | — | -5.1% |
| 每股收益（稀释后） | $0.43 | $2.34 |
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PPCR
| Q1 26 | $4.5B | $3.1B | ||
| Q4 25 | $4.5B | $3.2B | ||
| Q3 25 | $4.8B | $3.2B | ||
| Q2 25 | $4.8B | $3.2B | ||
| Q1 25 | $4.5B | $3.1B | ||
| Q4 24 | $4.4B | $3.2B | ||
| Q3 24 | $4.6B | $3.2B | ||
| Q2 24 | $4.6B | $3.2B |
净利润PPCR
| Q1 26 | $101.5M | $93.0M | ||
| Q4 25 | $88.0M | $132.0M | ||
| Q3 25 | $342.8M | $138.0M | ||
| Q2 25 | $355.5M | $131.0M | ||
| Q1 25 | $296.0M | $98.0M | ||
| Q4 24 | $235.9M | $135.0M | ||
| Q3 24 | $349.9M | $142.0M | ||
| Q2 24 | $326.3M | $127.0M |
毛利率PPCR
| 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PPCR
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 5.6% | ||
| Q3 25 | 10.4% | 6.0% | ||
| Q2 25 | 10.8% | 5.8% | ||
| Q1 25 | 9.1% | 4.3% | ||
| Q4 24 | 7.0% | 5.7% | ||
| Q3 24 | 11.1% | 5.9% | ||
| Q2 24 | 9.7% | 5.6% |
净利率PPCR
| Q1 26 | 2.2% | 3.0% | ||
| Q4 25 | 1.9% | 4.2% | ||
| Q3 25 | 7.2% | 4.4% | ||
| Q2 25 | 7.5% | 4.1% | ||
| Q1 25 | 6.6% | 3.1% | ||
| Q4 24 | 5.4% | 4.2% | ||
| Q3 24 | 7.6% | 4.5% | ||
| Q2 24 | 7.2% | 4.0% |
每股收益（稀释后）PPCR
| Q1 26 | $0.43 | $2.34 | ||
| Q4 25 | $0.37 | $3.22 | ||
| Q3 25 | $1.44 | $3.32 | ||
| Q2 25 | $1.49 | $3.13 | ||
| Q1 25 | $1.24 | $2.27 | ||
| Q4 24 | $1.00 | $3.09 | ||
| Q3 24 | $1.47 | $3.24 | ||
| Q2 24 | $1.37 | $2.84 |
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 | $182.0M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | $2.9B |
| 总资产 | $10.2B | — |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势，按日历期对齐
现金及短期投资PPCR
| Q1 26 | $542.4M | $182.0M | ||
| Q4 25 | $640.2M | $198.0M | ||
| Q3 25 | $612.6M | $189.0M | ||
| Q2 25 | $849.0M | $180.0M | ||
| Q1 25 | $2.1B | $151.0M | ||
| Q4 24 | $2.0B | $154.0M | ||
| Q3 24 | $1.9B | $162.0M | ||
| Q2 24 | $1.3B | $164.0M |
总债务PPCR
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $6.8B | ||
| Q3 25 | $3.1B | $7.3B | ||
| Q2 25 | $3.1B | $7.0B | ||
| Q1 25 | $3.2B | $6.7B | ||
| Q4 24 | $3.2B | $6.7B | ||
| Q3 24 | $3.2B | $6.6B | ||
| Q2 24 | $3.2B | $6.5B |
股东权益PPCR
| Q1 26 | $3.7B | $2.9B | ||
| Q4 25 | $3.7B | $3.1B | ||
| Q3 25 | $3.5B | $3.1B | ||
| Q2 25 | $3.7B | $3.1B | ||
| Q1 25 | $3.1B | $3.0B | ||
| Q4 24 | $4.2B | $3.1B | ||
| Q3 24 | $4.2B | $3.1B | ||
| Q2 24 | $3.7B | $3.1B |
总资产PPCR
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $16.4B | ||
| Q3 25 | $10.0B | $16.5B | ||
| Q2 25 | $10.1B | $16.5B | ||
| Q1 25 | $11.0B | $16.4B | ||
| Q4 24 | $10.7B | $16.7B | ||
| Q3 24 | $10.7B | $16.5B | ||
| Q2 24 | $10.1B | $16.4B |
负债/权益比PPCR
| Q1 26 | 0.83× | — | ||
| Q4 25 | 0.84× | 2.24× | ||
| Q3 25 | 0.87× | 2.35× | ||
| Q2 25 | 0.83× | 2.27× | ||
| Q1 25 | 1.02× | 2.21× | ||
| Q4 24 | 0.76× | 2.14× | ||
| Q3 24 | 0.76× | 2.17× | ||
| Q2 24 | 0.85× | 2.09× |
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 | — | $583.0M |
| 自由现金流经营现金流 - 资本支出 | — | $273.0M |
| 自由现金流率自由现金流/营收 | — | 8.7% |
| 资本支出强度资本支出/营收 | — | 13.7% |
| 现金转化率经营现金流/净利润 | — | 6.27× |
| 过去12个月自由现金流最近4个季度 | — | $595.0M |
8季度趋势，按日历期对齐
经营现金流PPCR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $291.2M | $749.0M | ||
| Q3 25 | $458.3M | $442.0M | ||
| Q2 25 | $495.2M | $752.0M | ||
| Q1 25 | $126.9M | $651.0M | ||
| Q4 24 | $349.3M | $558.0M | ||
| Q3 24 | $651.1M | $629.0M | ||
| Q2 24 | $718.6M | $552.0M |
自由现金流PPCR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $10.0M | $344.0M | ||
| Q3 25 | $275.9M | $-85.0M | ||
| Q2 25 | $339.1M | $63.0M | ||
| Q1 25 | $28.1M | $137.0M | ||
| Q4 24 | $176.6M | $-201.0M | ||
| Q3 24 | $565.3M | $30.0M | ||
| Q2 24 | $617.7M | $-87.0M |
自由现金流率PPCR
| Q1 26 | — | 8.7% | ||
| Q4 25 | 0.2% | 10.8% | ||
| Q3 25 | 5.8% | -2.7% | ||
| Q2 25 | 7.1% | 2.0% | ||
| Q1 25 | 0.6% | 4.4% | ||
| Q4 24 | 4.0% | -6.3% | ||
| Q3 24 | 12.3% | 0.9% | ||
| Q2 24 | 13.5% | -2.7% |
资本支出强度PPCR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 6.2% | 12.8% | ||
| Q3 25 | 3.8% | 16.6% | ||
| Q2 25 | 3.3% | 21.6% | ||
| Q1 25 | 2.2% | 16.4% | ||
| Q4 24 | 4.0% | 23.8% | ||
| Q3 24 | 1.9% | 18.9% | ||
| Q2 24 | 2.2% | 20.1% |
现金转化率PPCR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 3.31× | 5.67× | ||
| Q3 25 | 1.34× | 3.20× | ||
| Q2 25 | 1.39× | 5.74× | ||
| Q1 25 | 0.43× | 6.64× | ||
| Q4 24 | 1.48× | 4.13× | ||
| Q3 24 | 1.86× | 4.43× | ||
| Q2 24 | 2.20× | 4.35× |
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% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
