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PILGRIMS PRIDE CORP(PPC)与Raymond James Financial(RJF)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Raymond James Financial的1.1倍($4.5B vs $4.2B),Raymond James Financial净利率更高(13.5% vs 1.9%,领先11.5%),Raymond James Financial同比增速更快(3.5% vs 3.3%),PILGRIMS PRIDE CORP自由现金流更多($10.0M vs $-56.0M),过去两年Raymond James Financial的营收复合增速更高(7.1% 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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构,通过旗下子公司为个人、企业及市政主体提供多元金融服务,核心业务覆盖投资与财务规划、投资银行、资产管理等领域,总部位于美国佛罗里达州圣彼得堡。
PPC vs RJF — 直观对比
营收规模更大
PPC
是对方的1.1倍
$4.2B
营收增速更快
RJF
高出0.2%
3.3%
净利率更高
RJF
高出11.5%
1.9%
自由现金流更多
PPC
多$66.0M
$-56.0M
两年增速更快
RJF
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.5B | $4.2B |
| 净利润 | $88.0M | $563.0M |
| 毛利率 | 9.5% | — |
| 营业利润率 | 4.5% | — |
| 净利率 | 1.9% | 13.5% |
| 营收同比 | 3.3% | 3.5% |
| 净利润同比 | -62.7% | -6.2% |
| 每股收益(稀释后) | $0.37 | $2.79 |
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
RJF
| Q4 25 | $4.5B | $4.2B | ||
| Q3 25 | $4.8B | $4.2B | ||
| Q2 25 | $4.8B | $3.8B | ||
| Q1 25 | $4.5B | $3.8B | ||
| Q4 24 | $4.4B | $4.0B | ||
| Q3 24 | $4.6B | $4.0B | ||
| Q2 24 | $4.6B | $3.8B | ||
| Q1 24 | $4.4B | $3.6B |
净利润
PPC
RJF
| Q4 25 | $88.0M | $563.0M | ||
| Q3 25 | $342.8M | $604.0M | ||
| Q2 25 | $355.5M | $436.0M | ||
| Q1 25 | $296.0M | $495.0M | ||
| Q4 24 | $235.9M | $600.0M | ||
| Q3 24 | $349.9M | $602.0M | ||
| Q2 24 | $326.3M | $492.0M | ||
| Q1 24 | $174.4M | $476.0M |
毛利率
PPC
RJF
| 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% | — | ||
| Q1 24 | 8.8% | — |
营业利润率
PPC
RJF
| Q4 25 | 4.5% | — | ||
| Q3 25 | 10.4% | — | ||
| Q2 25 | 10.8% | 14.7% | ||
| Q1 25 | 9.1% | 17.5% | ||
| Q4 24 | 7.0% | 18.6% | ||
| Q3 24 | 11.1% | — | ||
| Q2 24 | 9.7% | 17.1% | ||
| Q1 24 | 5.7% | 16.7% |
净利率
PPC
RJF
| Q4 25 | 1.9% | 13.5% | ||
| Q3 25 | 7.2% | 14.4% | ||
| Q2 25 | 7.5% | 11.3% | ||
| Q1 25 | 6.6% | 12.9% | ||
| Q4 24 | 5.4% | 14.9% | ||
| Q3 24 | 7.6% | 15.0% | ||
| Q2 24 | 7.2% | 13.1% | ||
| Q1 24 | 4.0% | 13.1% |
每股收益(稀释后)
PPC
RJF
| Q4 25 | $0.37 | $2.79 | ||
| Q3 25 | $1.44 | $2.96 | ||
| Q2 25 | $1.49 | $2.12 | ||
| Q1 25 | $1.24 | $2.36 | ||
| Q4 24 | $1.00 | $2.86 | ||
| Q3 24 | $1.47 | $2.85 | ||
| Q2 24 | $1.37 | $2.31 | ||
| Q1 24 | $0.73 | $2.22 |
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 | $9.9B |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | $12.6B |
| 总资产 | $10.3B | $88.8B |
| 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
PPC
RJF
| Q4 25 | $640.2M | $9.9B | ||
| Q3 25 | $612.6M | $11.4B | ||
| Q2 25 | $849.0M | $9.2B | ||
| Q1 25 | $2.1B | $9.7B | ||
| Q4 24 | $2.0B | $10.0B | ||
| Q3 24 | $1.9B | $11.0B | ||
| Q2 24 | $1.3B | $9.1B | ||
| Q1 24 | $870.8M | $10.0B |
总债务
PPC
RJF
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $3.2B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — | ||
| Q1 24 | $3.3B | — |
股东权益
PPC
RJF
| Q4 25 | $3.7B | $12.6B | ||
| Q3 25 | $3.5B | $12.5B | ||
| Q2 25 | $3.7B | $12.3B | ||
| Q1 25 | $3.1B | $12.2B | ||
| Q4 24 | $4.2B | $11.9B | ||
| Q3 24 | $4.2B | $11.7B | ||
| Q2 24 | $3.7B | $11.2B | ||
| Q1 24 | $3.5B | $11.0B |
总资产
PPC
RJF
| Q4 25 | $10.3B | $88.8B | ||
| Q3 25 | $10.0B | $88.2B | ||
| Q2 25 | $10.1B | $84.8B | ||
| Q1 25 | $11.0B | $83.1B | ||
| Q4 24 | $10.7B | $82.3B | ||
| Q3 24 | $10.7B | $83.0B | ||
| Q2 24 | $10.1B | $80.6B | ||
| Q1 24 | $9.8B | $81.2B |
负债/权益比
PPC
RJF
| Q4 25 | 0.84× | — | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.83× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 0.76× | — | ||
| Q2 24 | 0.85× | — | ||
| Q1 24 | 0.96× | — |
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 | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $10.0M | $-56.0M |
| 自由现金流率自由现金流/营收 | 0.2% | -1.3% |
| 资本支出强度资本支出/营收 | 6.2% | 1.1% |
| 现金转化率经营现金流/净利润 | 3.31× | -0.02× |
| 过去12个月自由现金流最近4个季度 | $653.1M | $1.4B |
8季度趋势,按日历期对齐
经营现金流
PPC
RJF
| Q4 25 | $291.2M | $-10.0M | ||
| Q3 25 | $458.3M | $796.0M | ||
| Q2 25 | $495.2M | $691.0M | ||
| Q1 25 | $126.9M | $117.0M | ||
| Q4 24 | $349.3M | $830.0M | ||
| Q3 24 | $651.1M | $510.0M | ||
| Q2 24 | $718.6M | $711.0M | ||
| Q1 24 | $271.0M | $391.0M |
自由现金流
PPC
RJF
| Q4 25 | $10.0M | $-56.0M | ||
| Q3 25 | $275.9M | $752.0M | ||
| Q2 25 | $339.1M | $634.0M | ||
| Q1 25 | $28.1M | $71.0M | ||
| Q4 24 | $176.6M | $789.0M | ||
| Q3 24 | $565.3M | $460.0M | ||
| Q2 24 | $617.7M | $655.0M | ||
| Q1 24 | $171.9M | $342.0M |
自由现金流率
PPC
RJF
| Q4 25 | 0.2% | -1.3% | ||
| Q3 25 | 5.8% | 17.9% | ||
| Q2 25 | 7.1% | 16.5% | ||
| Q1 25 | 0.6% | 1.8% | ||
| Q4 24 | 4.0% | 19.6% | ||
| Q3 24 | 12.3% | 11.5% | ||
| Q2 24 | 13.5% | 17.4% | ||
| Q1 24 | 3.9% | 9.4% |
资本支出强度
PPC
RJF
| Q4 25 | 6.2% | 1.1% | ||
| Q3 25 | 3.8% | 1.1% | ||
| Q2 25 | 3.3% | 1.5% | ||
| Q1 25 | 2.2% | 1.2% | ||
| Q4 24 | 4.0% | 1.0% | ||
| Q3 24 | 1.9% | 1.2% | ||
| Q2 24 | 2.2% | 1.5% | ||
| Q1 24 | 2.3% | 1.3% |
现金转化率
PPC
RJF
| Q4 25 | 3.31× | -0.02× | ||
| Q3 25 | 1.34× | 1.32× | ||
| Q2 25 | 1.39× | 1.58× | ||
| Q1 25 | 0.43× | 0.24× | ||
| Q4 24 | 1.48× | 1.38× | ||
| Q3 24 | 1.86× | 0.85× | ||
| Q2 24 | 2.20× | 1.45× | ||
| Q1 24 | 1.55× | 0.82× |
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% |
RJF
暂无分部数据