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PILGRIMS PRIDE CORP（PPC）与SONIC AUTOMOTIVE INC（SAH）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SONIC AUTOMOTIVE INC的1.2倍（$4.5B vs $3.9B），PILGRIMS PRIDE CORP净利率更高（1.9% vs 1.2%，领先0.7%），PILGRIMS PRIDE CORP同比增速更快（3.3% vs -0.6%），PILGRIMS PRIDE CORP自由现金流更多（$10.0M vs $-195.6M），过去两年SONIC AUTOMOTIVE INC的营收复合增速更高（7.0% 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。
Sonic Automotive是财富世界500强企业，总部位于北卡罗来纳州夏洛特，按营收计算是美国第五大汽车零售商。公司由O·布鲁顿·史密斯创立，1997年在纽约证券交易所完成首次公开募股。
PPC vs SAH — 直观对比
营收规模更大
PPC
是对方的1.2倍
$3.9B
营收增速更快
PPC
高出4.0%
-0.6%
净利率更高
PPC
高出0.7%
1.2%
自由现金流更多
PPC
多$205.6M
$-195.6M
两年增速更快
SAH
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $3.9B |
| 净利润 | $88.0M | $46.9M |
| 毛利率 | 9.5% | 15.5% |
| 营业利润率 | 4.5% | 3.2% |
| 净利率 | 1.9% | 1.2% |
| 营收同比 | 3.3% | -0.6% |
| 净利润同比 | -62.7% | -20.0% |
| 每股收益（稀释后） | $0.37 | $1.39 |
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PPCSAH
| Q4 25 | $4.5B | $3.9B | ||
| Q3 25 | $4.8B | $4.0B | ||
| Q2 25 | $4.8B | $3.7B | ||
| Q1 25 | $4.5B | $3.7B | ||
| Q4 24 | $4.4B | $3.9B | ||
| Q3 24 | $4.6B | $3.5B | ||
| Q2 24 | $4.6B | $3.5B | ||
| Q1 24 | $4.4B | $3.4B |
净利润PPCSAH
| Q4 25 | $88.0M | $46.9M | ||
| Q3 25 | $342.8M | $46.8M | ||
| Q2 25 | $355.5M | $-45.6M | ||
| Q1 25 | $296.0M | $70.6M | ||
| Q4 24 | $235.9M | $58.6M | ||
| Q3 24 | $349.9M | $74.2M | ||
| Q2 24 | $326.3M | $41.2M | ||
| Q1 24 | $174.4M | $42.0M |
毛利率PPCSAH
| Q4 25 | 9.5% | 15.5% | ||
| Q3 25 | 13.9% | 15.5% | ||
| Q2 25 | 15.0% | 16.5% | ||
| Q1 25 | 12.4% | 15.5% | ||
| Q4 24 | 12.7% | 14.7% | ||
| Q3 24 | 14.9% | 15.6% | ||
| Q2 24 | 15.2% | 15.6% | ||
| Q1 24 | 8.8% | 15.8% |
营业利润率PPCSAH
| Q4 25 | 4.5% | 3.2% | ||
| Q3 25 | 10.4% | 3.1% | ||
| Q2 25 | 10.8% | -0.6% | ||
| Q1 25 | 9.1% | 4.0% | ||
| Q4 24 | 7.0% | 3.4% | ||
| Q3 24 | 11.1% | 3.3% | ||
| Q2 24 | 9.7% | 3.1% | ||
| Q1 24 | 5.7% | 3.2% |
净利率PPCSAH
| Q4 25 | 1.9% | 1.2% | ||
| Q3 25 | 7.2% | 1.2% | ||
| Q2 25 | 7.5% | -1.2% | ||
| Q1 25 | 6.6% | 1.9% | ||
| Q4 24 | 5.4% | 1.5% | ||
| Q3 24 | 7.6% | 2.1% | ||
| Q2 24 | 7.2% | 1.2% | ||
| Q1 24 | 4.0% | 1.2% |
每股收益（稀释后）PPCSAH
| Q4 25 | $0.37 | $1.39 | ||
| Q3 25 | $1.44 | $1.33 | ||
| Q2 25 | $1.49 | $-1.34 | ||
| Q1 25 | $1.24 | $2.04 | ||
| Q4 24 | $1.00 | $1.67 | ||
| Q3 24 | $1.47 | $2.13 | ||
| Q2 24 | $1.37 | $1.18 | ||
| Q1 24 | $0.73 | $1.20 |
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 | $6.3M |
| 总债务越低越好 | $3.1B | $1.6B |
| 股东权益账面价值 | $3.7B | $1.1B |
| 总资产 | $10.3B | $6.0B |
| 负债/权益比越低杠杆越低 | 0.84× | 1.51× |
8季度趋势，按日历期对齐
现金及短期投资PPCSAH
| Q4 25 | $640.2M | $6.3M | ||
| Q3 25 | $612.6M | $89.4M | ||
| Q2 25 | $849.0M | $110.4M | ||
| Q1 25 | $2.1B | $64.6M | ||
| Q4 24 | $2.0B | $44.0M | ||
| Q3 24 | $1.9B | $17.6M | ||
| Q2 24 | $1.3B | $67.2M | ||
| Q1 24 | $870.8M | $15.1M |
总债务PPCSAH
| Q4 25 | $3.1B | $1.6B | ||
| Q3 25 | $3.1B | $1.5B | ||
| Q2 25 | $3.1B | $1.5B | ||
| Q1 25 | $3.2B | $1.6B | ||
| Q4 24 | $3.2B | $1.6B | ||
| Q3 24 | $3.2B | $1.7B | ||
| Q2 24 | $3.2B | $1.7B | ||
| Q1 24 | $3.3B | $1.7B |
股东权益PPCSAH
| Q4 25 | $3.7B | $1.1B | ||
| Q3 25 | $3.5B | $1.1B | ||
| Q2 25 | $3.7B | $1.0B | ||
| Q1 25 | $3.1B | $1.1B | ||
| Q4 24 | $4.2B | $1.1B | ||
| Q3 24 | $4.2B | $1.0B | ||
| Q2 24 | $3.7B | $944.7M | ||
| Q1 24 | $3.5B | $904.4M |
总资产PPCSAH
| Q4 25 | $10.3B | $6.0B | ||
| Q3 25 | $10.0B | $6.0B | ||
| Q2 25 | $10.1B | $5.9B | ||
| Q1 25 | $11.0B | $5.9B | ||
| Q4 24 | $10.7B | $5.9B | ||
| Q3 24 | $10.7B | $5.8B | ||
| Q2 24 | $10.1B | $5.8B | ||
| Q1 24 | $9.8B | $5.4B |
负债/权益比PPCSAH
| Q4 25 | 0.84× | 1.51× | ||
| Q3 25 | 0.87× | 1.39× | ||
| Q2 25 | 0.83× | 1.48× | ||
| Q1 25 | 1.02× | 1.44× | ||
| Q4 24 | 0.76× | 1.49× | ||
| Q3 24 | 0.76× | 1.67× | ||
| Q2 24 | 0.85× | 1.81× | ||
| Q1 24 | 0.96× | 1.83× |
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 | $66.9M |
| 自由现金流经营现金流 - 资本支出 | $10.0M | $-195.6M |
| 自由现金流率自由现金流/营收 | 0.2% | -5.1% |
| 资本支出强度资本支出/营收 | 6.2% | 6.8% |
| 现金转化率经营现金流/净利润 | 3.31× | 1.43× |
| 过去12个月自由现金流最近4个季度 | $653.1M | $192.3M |
8季度趋势，按日历期对齐
经营现金流PPCSAH
| Q4 25 | $291.2M | $66.9M | ||
| Q3 25 | $458.3M | $167.9M | ||
| Q2 25 | $495.2M | $136.8M | ||
| Q1 25 | $126.9M | $195.8M | ||
| Q4 24 | $349.3M | $87.7M | ||
| Q3 24 | $651.1M | $87.8M | ||
| Q2 24 | $718.6M | $-136.4M | ||
| Q1 24 | $271.0M | $70.1M |
自由现金流PPCSAH
| Q4 25 | $10.0M | $-195.6M | ||
| Q3 25 | $275.9M | $134.4M | ||
| Q2 25 | $339.1M | $102.7M | ||
| Q1 25 | $28.1M | $150.8M | ||
| Q4 24 | $176.6M | $-245.5M | ||
| Q3 24 | $565.3M | $34.5M | ||
| Q2 24 | $617.7M | $-185.2M | ||
| Q1 24 | $171.9M | $26.3M |
自由现金流率PPCSAH
| Q4 25 | 0.2% | -5.1% | ||
| Q3 25 | 5.8% | 3.4% | ||
| Q2 25 | 7.1% | 2.8% | ||
| Q1 25 | 0.6% | 4.1% | ||
| Q4 24 | 4.0% | -6.3% | ||
| Q3 24 | 12.3% | 1.0% | ||
| Q2 24 | 13.5% | -5.4% | ||
| Q1 24 | 3.9% | 0.8% |
资本支出强度PPCSAH
| Q4 25 | 6.2% | 6.8% | ||
| Q3 25 | 3.8% | 0.8% | ||
| Q2 25 | 3.3% | 0.9% | ||
| Q1 25 | 2.2% | 1.2% | ||
| Q4 24 | 4.0% | 8.6% | ||
| Q3 24 | 1.9% | 1.5% | ||
| Q2 24 | 2.2% | 1.4% | ||
| Q1 24 | 2.3% | 1.3% |
现金转化率PPCSAH
| Q4 25 | 3.31× | 1.43× | ||
| Q3 25 | 1.34× | 3.59× | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 0.43× | 2.77× | ||
| Q4 24 | 1.48× | 1.50× | ||
| Q3 24 | 1.86× | 1.18× | ||
| Q2 24 | 2.20× | -3.31× | ||
| Q1 24 | 1.55× | 1.67× |
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% |
SAH
| Retail New Vehicles | $1.9B | 48% |
| Other | $1.2B | 31% |
| Parts Serviceand Collision Repair | $515.2M | 13% |
| Finance Insurance And Other Net | $202.2M | 5% |
| Wholesale Vehicles | $63.9M | 2% |
| Fleet New Vehicles | $24.0M | 1% |
