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PILGRIMS PRIDE CORP（PPC）与新美亚（SANM）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是新美亚的1.4倍（$4.5B vs $3.2B），PILGRIMS PRIDE CORP净利率更高（2.2% vs 1.5%，领先0.7%），新美亚同比增速更快（59.0% vs 1.6%），过去两年新美亚的营收复合增速更高（31.9% 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。
新美亚公司是总部位于美国加利福尼亚州圣何塞的电子制造服务（EMS）提供商，服务通信、计算机硬件领域的原始设备制造商（OEM）。集团拥有近80个生产基地，是全球规模最大的印刷电路板和背板独立制造商之一，2022年位列《财富》世界500强第482位。
PPC vs SANM — 直观对比
营收规模更大
PPC
是对方的1.4倍
$3.2B
营收增速更快
SANM
高出57.4%
1.6%
净利率更高
PPC
高出0.7%
1.5%
两年增速更快
SANM
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $3.2B |
| 净利润 | $101.5M | $49.3M |
| 毛利率 | 7.6% | 7.6% |
| 营业利润率 | 3.6% | 2.3% |
| 净利率 | 2.2% | 1.5% |
| 营收同比 | 1.6% | 59.0% |
| 净利润同比 | — | -24.2% |
| 每股收益（稀释后） | $0.43 | $0.89 |
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PPCSANM
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $3.2B | ||
| Q3 25 | $4.8B | $2.1B | ||
| Q2 25 | $4.8B | $2.0B | ||
| Q1 25 | $4.5B | $2.0B | ||
| Q4 24 | $4.4B | $2.0B | ||
| Q3 24 | $4.6B | $2.0B | ||
| Q2 24 | $4.6B | $1.8B |
净利润PPCSANM
| Q1 26 | $101.5M | — | ||
| Q4 25 | $88.0M | $49.3M | ||
| Q3 25 | $342.8M | $48.1M | ||
| Q2 25 | $355.5M | $68.6M | ||
| Q1 25 | $296.0M | $64.2M | ||
| Q4 24 | $235.9M | $65.0M | ||
| Q3 24 | $349.9M | $61.4M | ||
| Q2 24 | $326.3M | $51.6M |
毛利率PPCSANM
| Q1 26 | 7.6% | — | ||
| Q4 25 | 9.5% | 7.6% | ||
| Q3 25 | 13.9% | 9.1% | ||
| Q2 25 | 15.0% | 8.9% | ||
| Q1 25 | 12.4% | 8.9% | ||
| Q4 24 | 12.7% | 8.4% | ||
| Q3 24 | 14.9% | 8.5% | ||
| Q2 24 | 15.2% | 8.3% |
营业利润率PPCSANM
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 2.3% | ||
| Q3 25 | 10.4% | 3.7% | ||
| Q2 25 | 10.8% | 4.7% | ||
| Q1 25 | 9.1% | 4.6% | ||
| Q4 24 | 7.0% | 4.4% | ||
| Q3 24 | 11.1% | 4.4% | ||
| Q2 24 | 9.7% | 4.5% |
净利率PPCSANM
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 1.5% | ||
| Q3 25 | 7.2% | 2.3% | ||
| Q2 25 | 7.5% | 3.4% | ||
| Q1 25 | 6.6% | 3.2% | ||
| Q4 24 | 5.4% | 3.2% | ||
| Q3 24 | 7.6% | 3.0% | ||
| Q2 24 | 7.2% | 2.8% |
每股收益（稀释后）PPCSANM
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | $0.89 | ||
| Q3 25 | $1.44 | $0.88 | ||
| Q2 25 | $1.49 | $1.26 | ||
| Q1 25 | $1.24 | $1.16 | ||
| Q4 24 | $1.00 | $1.16 | ||
| Q3 24 | $1.47 | $1.09 | ||
| Q2 24 | $1.37 | $0.91 |
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 | $1.4B |
| 总债务越低越好 | $3.1B | $2.2B |
| 股东权益账面价值 | $3.7B | $2.7B |
| 总资产 | $10.2B | $9.8B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.82× |
8季度趋势，按日历期对齐
现金及短期投资PPCSANM
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | $1.4B | ||
| Q3 25 | $612.6M | $926.3M | ||
| Q2 25 | $849.0M | $797.9M | ||
| Q1 25 | $2.1B | $647.1M | ||
| Q4 24 | $2.0B | $642.4M | ||
| Q3 24 | $1.9B | $625.9M | ||
| Q2 24 | $1.3B | $657.7M |
总债务PPCSANM
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $2.2B | ||
| Q3 25 | $3.1B | $300.5M | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $3.2B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — |
股东权益PPCSANM
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $2.7B | ||
| Q3 25 | $3.5B | $2.5B | ||
| Q2 25 | $3.7B | $2.5B | ||
| Q1 25 | $3.1B | $2.4B | ||
| Q4 24 | $4.2B | $2.4B | ||
| Q3 24 | $4.2B | $2.4B | ||
| Q2 24 | $3.7B | $2.3B |
总资产PPCSANM
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $9.8B | ||
| Q3 25 | $10.0B | $5.9B | ||
| Q2 25 | $10.1B | $5.2B | ||
| Q1 25 | $11.0B | $5.0B | ||
| Q4 24 | $10.7B | $4.8B | ||
| Q3 24 | $10.7B | $4.8B | ||
| Q2 24 | $10.1B | $4.7B |
负债/权益比PPCSANM
| Q1 26 | 0.83× | — | ||
| Q4 25 | 0.84× | 0.82× | ||
| Q3 25 | 0.87× | 0.12× | ||
| 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 | — | $178.7M |
| 自由现金流经营现金流 - 资本支出 | — | $91.9M |
| 自由现金流率自由现金流/营收 | — | 2.9% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | — | 3.63× |
| 过去12个月自由现金流最近4个季度 | — | $518.3M |
8季度趋势，按日历期对齐
经营现金流PPCSANM
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $178.7M | ||
| Q3 25 | $458.3M | $199.1M | ||
| Q2 25 | $495.2M | $200.8M | ||
| Q1 25 | $126.9M | $156.9M | ||
| Q4 24 | $349.3M | $63.9M | ||
| Q3 24 | $651.1M | $51.9M | ||
| Q2 24 | $718.6M | $90.0M |
自由现金流PPCSANM
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $91.9M | ||
| Q3 25 | $275.9M | $136.6M | ||
| Q2 25 | $339.1M | $163.7M | ||
| Q1 25 | $28.1M | $126.1M | ||
| Q4 24 | $176.6M | $46.9M | ||
| Q3 24 | $565.3M | $27.2M | ||
| Q2 24 | $617.7M | $67.2M |
自由现金流率PPCSANM
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.9% | ||
| Q3 25 | 5.8% | 6.5% | ||
| Q2 25 | 7.1% | 8.0% | ||
| Q1 25 | 0.6% | 6.4% | ||
| Q4 24 | 4.0% | 2.3% | ||
| Q3 24 | 12.3% | 1.4% | ||
| Q2 24 | 13.5% | 3.7% |
资本支出强度PPCSANM
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 2.7% | ||
| Q3 25 | 3.8% | 3.0% | ||
| Q2 25 | 3.3% | 1.8% | ||
| Q1 25 | 2.2% | 1.5% | ||
| Q4 24 | 4.0% | 0.9% | ||
| Q3 24 | 1.9% | 1.2% | ||
| Q2 24 | 2.2% | 1.2% |
现金转化率PPCSANM
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 3.63× | ||
| Q3 25 | 1.34× | 4.14× | ||
| Q2 25 | 1.39× | 2.93× | ||
| Q1 25 | 0.43× | 2.44× | ||
| Q4 24 | 1.48× | 0.98× | ||
| Q3 24 | 1.86× | 0.85× | ||
| Q2 24 | 2.20× | 1.74× |
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% |
SANM
| Industrial And Energy Medical Defense And Aerospace And Automotive And Transportation | $1.2B | 38% |
| ZT Systems | $1.1B | 34% |
| Other Segments CPS | $434.3M | 14% |
| CPS Third Party Revenue | $412.7M | 13% |
| Change In Accounting Method Accounted For As Change In Estimate | $2.7M | 0% |
