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PILGRIMS PRIDE CORP（PPC）与拉夫劳伦（RL）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是拉夫劳伦的1.9倍（$4.5B vs $2.4B），拉夫劳伦净利率更高（15.0% vs 2.2%，领先12.8%），拉夫劳伦同比增速更快（12.2% vs 1.6%），过去两年拉夫劳伦的营收复合增速更高（23.9% 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。
拉夫劳伦是源自美国的跨国时尚巨头，旗下同名高端时尚品牌风靡全球，企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官，仍留任执行董事长兼首席创意官，主导品牌创意与整体发展方向。
PPC vs RL — 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
RL
高出10.7%
1.6%
净利率更高
RL
高出12.8%
2.2%
两年增速更快
RL
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $2.4B |
| 净利润 | $101.5M | $361.6M |
| 毛利率 | 7.6% | 69.9% |
| 营业利润率 | 3.6% | 19.6% |
| 净利率 | 2.2% | 15.0% |
| 营收同比 | 1.6% | 12.2% |
| 净利润同比 | — | 21.6% |
| 每股收益（稀释后） | $0.43 | $5.82 |
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PPCRL
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $2.4B | ||
| Q3 25 | $4.8B | $2.0B | ||
| Q2 25 | $4.8B | $1.7B | ||
| Q1 25 | $4.5B | $1.7B | ||
| Q4 24 | $4.4B | $2.1B | ||
| Q3 24 | $4.6B | $1.7B | ||
| Q2 24 | $4.6B | $1.5B |
净利润PPCRL
| Q1 26 | $101.5M | — | ||
| Q4 25 | $88.0M | $361.6M | ||
| Q3 25 | $342.8M | $207.5M | ||
| Q2 25 | $355.5M | $220.4M | ||
| Q1 25 | $296.0M | $129.0M | ||
| Q4 24 | $235.9M | $297.4M | ||
| Q3 24 | $349.9M | $147.9M | ||
| Q2 24 | $326.3M | $168.6M |
毛利率PPCRL
| Q1 26 | 7.6% | — | ||
| Q4 25 | 9.5% | 69.9% | ||
| Q3 25 | 13.9% | 68.0% | ||
| Q2 25 | 15.0% | 72.3% | ||
| Q1 25 | 12.4% | 68.7% | ||
| Q4 24 | 12.7% | 68.4% | ||
| Q3 24 | 14.9% | 67.0% | ||
| Q2 24 | 15.2% | 70.5% |
营业利润率PPCRL
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 19.6% | ||
| Q3 25 | 10.4% | 12.2% | ||
| Q2 25 | 10.8% | 15.9% | ||
| Q1 25 | 9.1% | 9.1% | ||
| Q4 24 | 7.0% | 18.2% | ||
| Q3 24 | 11.1% | 10.4% | ||
| Q2 24 | 9.7% | 13.8% |
净利率PPCRL
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 15.0% | ||
| Q3 25 | 7.2% | 10.3% | ||
| Q2 25 | 7.5% | 12.8% | ||
| Q1 25 | 6.6% | 7.6% | ||
| Q4 24 | 5.4% | 13.9% | ||
| Q3 24 | 7.6% | 8.6% | ||
| Q2 24 | 7.2% | 11.1% |
每股收益（稀释后）PPCRL
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | $5.82 | ||
| Q3 25 | $1.44 | $3.32 | ||
| Q2 25 | $1.49 | $3.52 | ||
| Q1 25 | $1.24 | $2.03 | ||
| Q4 24 | $1.00 | $4.66 | ||
| Q3 24 | $1.47 | $2.31 | ||
| Q2 24 | $1.37 | $2.61 |
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 | $2.3B |
| 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 | $7.8B |
| 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PPCRL
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | $2.3B | ||
| Q3 25 | $612.6M | $1.6B | ||
| Q2 25 | $849.0M | $2.3B | ||
| Q1 25 | $2.1B | $2.1B | ||
| Q4 24 | $2.0B | $2.1B | ||
| Q3 24 | $1.9B | $1.7B | ||
| Q2 24 | $1.3B | $1.8B |
总债务PPCRL
| Q1 26 | $3.1B | — | ||
| 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 | — |
股东权益PPCRL
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $2.9B | ||
| Q3 25 | $3.5B | $2.6B | ||
| Q2 25 | $3.7B | $2.5B | ||
| Q1 25 | $3.1B | $2.6B | ||
| Q4 24 | $4.2B | $2.5B | ||
| Q3 24 | $4.2B | $2.4B | ||
| Q2 24 | $3.7B | $2.4B |
总资产PPCRL
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $7.8B | ||
| Q3 25 | $10.0B | $7.3B | ||
| Q2 25 | $10.1B | $7.8B | ||
| Q1 25 | $11.0B | $7.0B | ||
| Q4 24 | $10.7B | $7.1B | ||
| Q3 24 | $10.7B | $6.8B | ||
| Q2 24 | $10.1B | $6.6B |
负债/权益比PPCRL
| Q1 26 | 0.83× | — | ||
| 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× | — |
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 | — | $779.6M |
| 自由现金流经营现金流 - 资本支出 | — | $704.0M |
| 自由现金流率自由现金流/营收 | — | 29.3% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 现金转化率经营现金流/净利润 | — | 2.16× |
| 过去12个月自由现金流最近4个季度 | — | $694.5M |
8季度趋势，按日历期对齐
经营现金流PPCRL
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $779.6M | ||
| Q3 25 | $458.3M | $53.2M | ||
| Q2 25 | $495.2M | $176.1M | ||
| Q1 25 | $126.9M | $122.2M | ||
| Q4 24 | $349.3M | $738.4M | ||
| Q3 24 | $651.1M | $97.2M | ||
| Q2 24 | $718.6M | $277.3M |
自由现金流PPCRL
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $704.0M | ||
| Q3 25 | $275.9M | $-40.6M | ||
| Q2 25 | $339.1M | $-11.2M | ||
| Q1 25 | $28.1M | $42.3M | ||
| Q4 24 | $176.6M | $677.2M | ||
| Q3 24 | $565.3M | $55.5M | ||
| Q2 24 | $617.7M | $243.9M |
自由现金流率PPCRL
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 29.3% | ||
| Q3 25 | 5.8% | -2.0% | ||
| Q2 25 | 7.1% | -0.7% | ||
| Q1 25 | 0.6% | 2.5% | ||
| Q4 24 | 4.0% | 31.6% | ||
| Q3 24 | 12.3% | 3.2% | ||
| Q2 24 | 13.5% | 16.1% |
资本支出强度PPCRL
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 3.1% | ||
| Q3 25 | 3.8% | 4.7% | ||
| Q2 25 | 3.3% | 10.9% | ||
| Q1 25 | 2.2% | 4.7% | ||
| Q4 24 | 4.0% | 2.9% | ||
| Q3 24 | 1.9% | 2.4% | ||
| Q2 24 | 2.2% | 2.2% |
现金转化率PPCRL
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 2.16× | ||
| Q3 25 | 1.34× | 0.26× | ||
| Q2 25 | 1.39× | 0.80× | ||
| Q1 25 | 0.43× | 0.95× | ||
| Q4 24 | 1.48× | 2.48× | ||
| Q3 24 | 1.86× | 0.66× | ||
| Q2 24 | 2.20× | 1.64× |
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% |
RL
暂无分部数据
