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PILGRIMS PRIDE CORP（PPC）与SEABOARD CORP（SEB）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SEABOARD CORP的1.9倍（$4.5B vs $2.4B），SEABOARD CORP净利率更高（10.6% vs 2.2%，领先8.3%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs -2.9%），过去两年SEABOARD CORP的营收复合增速更高（4.9% 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。
Seaboard Corporation是一家多元化跨国农业综合及运输集团，业务覆盖多个垂直整合领域。美国本土核心业务包括生猪养殖加工与远洋运输，海外板块主营大宗商品贸易、谷物加工、食糖生产及发电，总部位于堪萨斯州梅里亚姆。
PPC vs SEB — 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
PPC
高出4.5%
-2.9%
净利率更高
SEB
高出8.3%
2.2%
两年增速更快
SEB
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $2.4B |
| 净利润 | $101.5M | $255.0M |
| 毛利率 | 7.6% | 7.9% |
| 营业利润率 | 3.6% | 2.7% |
| 净利率 | 2.2% | 10.6% |
| 营收同比 | 1.6% | -2.9% |
| 净利润同比 | — | 63.5% |
| 每股收益（稀释后） | $0.43 | $262.58 |
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PPCSEB
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $2.4B | ||
| Q3 25 | $4.8B | $2.5B | ||
| Q2 25 | $4.8B | $2.5B | ||
| Q1 25 | $4.5B | $2.3B | ||
| Q4 24 | $4.4B | $2.5B | ||
| Q3 24 | $4.6B | $2.2B | ||
| Q2 24 | $4.6B | $2.2B |
净利润PPCSEB
| Q1 26 | $101.5M | — | ||
| Q4 25 | $88.0M | $255.0M | ||
| Q3 25 | $342.8M | $110.0M | ||
| Q2 25 | $355.5M | $104.0M | ||
| Q1 25 | $296.0M | $32.0M | ||
| Q4 24 | $235.9M | $156.0M | ||
| Q3 24 | $349.9M | $-149.0M | ||
| Q2 24 | $326.3M | $61.0M |
毛利率PPCSEB
| Q1 26 | 7.6% | — | ||
| Q4 25 | 9.5% | 7.9% | ||
| Q3 25 | 13.9% | 7.8% | ||
| Q2 25 | 15.0% | 6.5% | ||
| Q1 25 | 12.4% | 6.1% | ||
| Q4 24 | 12.7% | 9.0% | ||
| Q3 24 | 14.9% | 6.2% | ||
| Q2 24 | 15.2% | 5.8% |
营业利润率PPCSEB
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 2.7% | ||
| Q3 25 | 10.4% | 3.3% | ||
| Q2 25 | 10.8% | 2.1% | ||
| Q1 25 | 9.1% | 1.6% | ||
| Q4 24 | 7.0% | 4.6% | ||
| Q3 24 | 11.1% | 1.4% | ||
| Q2 24 | 9.7% | 1.4% |
净利率PPCSEB
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 10.6% | ||
| Q3 25 | 7.2% | 4.3% | ||
| Q2 25 | 7.5% | 4.2% | ||
| Q1 25 | 6.6% | 1.4% | ||
| Q4 24 | 5.4% | 6.3% | ||
| Q3 24 | 7.6% | -6.7% | ||
| Q2 24 | 7.2% | 2.8% |
每股收益（稀释后）PPCSEB
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | $262.58 | ||
| Q3 25 | $1.44 | $113.71 | ||
| Q2 25 | $1.49 | $105.22 | ||
| Q1 25 | $1.24 | $32.95 | ||
| Q4 24 | $1.00 | $158.58 | ||
| Q3 24 | $1.47 | $-153.44 | ||
| Q2 24 | $1.37 | $62.82 |
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 | $1.2B |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | $5.2B |
| 总资产 | $10.2B | $8.2B |
| 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PPCSEB
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | $1.2B | ||
| Q3 25 | $612.6M | $1.2B | ||
| Q2 25 | $849.0M | $1.1B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $1.9B | $1.2B | ||
| Q2 24 | $1.3B | $1.2B |
总债务PPCSEB
| 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PPCSEB
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $5.2B | ||
| Q3 25 | $3.5B | $5.0B | ||
| Q2 25 | $3.7B | $4.8B | ||
| Q1 25 | $3.1B | $4.7B | ||
| Q4 24 | $4.2B | $4.7B | ||
| Q3 24 | $4.2B | $4.5B | ||
| Q2 24 | $3.7B | $4.7B |
总资产PPCSEB
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $8.2B | ||
| Q3 25 | $10.0B | $8.0B | ||
| Q2 25 | $10.1B | $7.9B | ||
| Q1 25 | $11.0B | $7.6B | ||
| Q4 24 | $10.7B | $7.7B | ||
| Q3 24 | $10.7B | $7.5B | ||
| Q2 24 | $10.1B | $7.7B |
负债/权益比PPCSEB
| 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 | — | $188.0M |
| 自由现金流经营现金流 - 资本支出 | — | $53.0M |
| 自由现金流率自由现金流/营收 | — | 2.2% |
| 资本支出强度资本支出/营收 | — | 5.6% |
| 现金转化率经营现金流/净利润 | — | 0.74× |
| 过去12个月自由现金流最近4个季度 | — | $6.0M |
8季度趋势，按日历期对齐
经营现金流PPCSEB
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $188.0M | ||
| Q3 25 | $458.3M | $319.0M | ||
| Q2 25 | $495.2M | $81.0M | ||
| Q1 25 | $126.9M | $-20.0M | ||
| Q4 24 | $349.3M | $300.0M | ||
| Q3 24 | $651.1M | $194.0M | ||
| Q2 24 | $718.6M | $6.0M |
自由现金流PPCSEB
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $53.0M | ||
| Q3 25 | $275.9M | $152.0M | ||
| Q2 25 | $339.1M | $-70.0M | ||
| Q1 25 | $28.1M | $-129.0M | ||
| Q4 24 | $176.6M | $162.0M | ||
| Q3 24 | $565.3M | $58.0M | ||
| Q2 24 | $617.7M | $-127.0M |
自由现金流率PPCSEB
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.2% | ||
| Q3 25 | 5.8% | 6.0% | ||
| Q2 25 | 7.1% | -2.8% | ||
| Q1 25 | 0.6% | -5.6% | ||
| Q4 24 | 4.0% | 6.5% | ||
| Q3 24 | 12.3% | 2.6% | ||
| Q2 24 | 13.5% | -5.7% |
资本支出强度PPCSEB
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 5.6% | ||
| Q3 25 | 3.8% | 6.6% | ||
| Q2 25 | 3.3% | 6.1% | ||
| Q1 25 | 2.2% | 4.7% | ||
| Q4 24 | 4.0% | 5.6% | ||
| Q3 24 | 1.9% | 6.1% | ||
| Q2 24 | 2.2% | 6.0% |
现金转化率PPCSEB
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 0.74× | ||
| Q3 25 | 1.34× | 2.90× | ||
| Q2 25 | 1.39× | 0.78× | ||
| Q1 25 | 0.43× | -0.63× | ||
| Q4 24 | 1.48× | 1.92× | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 2.20× | 0.10× |
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% |
SEB
| Commodity Trading And Milling | $1.3B | 52% |
| Pork Segment | $469.0M | 19% |
| Marine | $444.0M | 18% |
| Other | $108.0M | 4% |
| Energy Service | $56.0M | 2% |
| Product And Service Other Services | $15.0M | 1% |
| Transportation | $6.0M | 0% |
