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PILGRIMS PRIDE CORP（PPC）与斯伦贝谢（SLB）财务数据对比。点击上方公司名可切换其他公司
斯伦贝谢的季度营收约是PILGRIMS PRIDE CORP的1.9倍（$8.7B vs $4.5B），斯伦贝谢净利率更高（8.6% vs 1.9%，领先6.7%），PILGRIMS PRIDE CORP同比增速更快（3.3% vs 2.7%），斯伦贝谢自由现金流更多（$103.0M vs $10.0M），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（1.8% vs -2.3%）
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。
SLB前身为斯伦贝谢，是全球知名的跨国油田服务企业。1926年创立于法国，现注册地为库拉索威廉斯塔德，在巴黎、休斯敦、伦敦、海牙四地设有核心行政办公室，截至2022年按营收计算是全球最大的海上钻井企业及海上钻井承包商。
PPC vs SLB — 直观对比
营收规模更大
SLB
是对方的1.9倍
$4.5B
营收增速更快
PPC
高出0.6%
2.7%
净利率更高
SLB
高出6.7%
1.9%
自由现金流更多
SLB
多$93.0M
$10.0M
两年增速更快
PPC
近两年复合增速
-2.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $8.7B |
| 净利润 | $88.0M | $752.0M |
| 毛利率 | 9.5% | — |
| 营业利润率 | 4.5% | — |
| 净利率 | 1.9% | 8.6% |
| 营收同比 | 3.3% | 2.7% |
| 净利润同比 | -62.7% | -5.6% |
| 每股收益（稀释后） | $0.37 | $0.50 |
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PPCSLB
| Q1 26 | — | $8.7B | ||
| Q4 25 | $4.5B | $9.7B | ||
| Q3 25 | $4.8B | $8.9B | ||
| Q2 25 | $4.8B | $8.5B | ||
| Q1 25 | $4.5B | $8.5B | ||
| Q4 24 | $4.4B | $9.3B | ||
| Q3 24 | $4.6B | $9.2B | ||
| Q2 24 | $4.6B | $9.1B |
净利润PPCSLB
| Q1 26 | — | $752.0M | ||
| Q4 25 | $88.0M | $824.0M | ||
| Q3 25 | $342.8M | $739.0M | ||
| Q2 25 | $355.5M | $1.0B | ||
| Q1 25 | $296.0M | $797.0M | ||
| Q4 24 | $235.9M | $1.1B | ||
| Q3 24 | $349.9M | $1.2B | ||
| Q2 24 | $326.3M | $1.1B |
毛利率PPCSLB
| Q1 26 | — | — | ||
| 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% | — |
营业利润率PPCSLB
| Q1 26 | — | — | ||
| Q4 25 | 4.5% | 9.7% | ||
| Q3 25 | 10.4% | 11.2% | ||
| Q2 25 | 10.8% | 15.0% | ||
| Q1 25 | 9.1% | 12.5% | ||
| Q4 24 | 7.0% | 14.9% | ||
| Q3 24 | 11.1% | 16.5% | ||
| Q2 24 | 9.7% | 15.5% |
净利率PPCSLB
| Q1 26 | — | 8.6% | ||
| Q4 25 | 1.9% | 8.5% | ||
| Q3 25 | 7.2% | 8.3% | ||
| Q2 25 | 7.5% | 11.9% | ||
| Q1 25 | 6.6% | 9.4% | ||
| Q4 24 | 5.4% | 11.8% | ||
| Q3 24 | 7.6% | 12.9% | ||
| Q2 24 | 7.2% | 12.2% |
每股收益（稀释后）PPCSLB
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.37 | $0.53 | ||
| Q3 25 | $1.44 | $0.50 | ||
| Q2 25 | $1.49 | $0.74 | ||
| Q1 25 | $1.24 | $0.58 | ||
| Q4 24 | $1.00 | $0.77 | ||
| Q3 24 | $1.47 | $0.83 | ||
| Q2 24 | $1.37 | $0.77 |
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 | $3.4B |
| 总债务越低越好 | $3.1B | $9.7B |
| 股东权益账面价值 | $3.7B | $27.4B |
| 总资产 | $10.3B | $19.3B |
| 负债/权益比越低杠杆越低 | 0.84× | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资PPCSLB
| Q1 26 | — | $3.4B | ||
| Q4 25 | $640.2M | $1.2B | ||
| Q3 25 | $612.6M | $571.0M | ||
| Q2 25 | $849.0M | $511.0M | ||
| Q1 25 | $2.1B | $961.0M | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $1.9B | $1.4B | ||
| Q2 24 | $1.3B | $1.1B |
总债务PPCSLB
| Q1 26 | — | $9.7B | ||
| 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PPCSLB
| Q1 26 | — | $27.4B | ||
| Q4 25 | $3.7B | $26.1B | ||
| Q3 25 | $3.5B | $25.6B | ||
| Q2 25 | $3.7B | $20.3B | ||
| Q1 25 | $3.1B | $19.5B | ||
| Q4 24 | $4.2B | $21.1B | ||
| Q3 24 | $4.2B | $21.5B | ||
| Q2 24 | $3.7B | $21.1B |
总资产PPCSLB
| Q1 26 | — | $19.3B | ||
| Q4 25 | $10.3B | $54.9B | ||
| Q3 25 | $10.0B | $55.1B | ||
| Q2 25 | $10.1B | $48.8B | ||
| Q1 25 | $11.0B | $49.0B | ||
| Q4 24 | $10.7B | $48.9B | ||
| Q3 24 | $10.7B | $49.8B | ||
| Q2 24 | $10.1B | $49.4B |
负债/权益比PPCSLB
| Q1 26 | — | 0.35× | ||
| 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 | $291.2M | — |
| 自由现金流经营现金流 - 资本支出 | $10.0M | $103.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 1.2% |
| 资本支出强度资本支出/营收 | 6.2% | — |
| 现金转化率经营现金流/净利润 | 3.31× | — |
| 过去12个月自由现金流最近4个季度 | $653.1M | $4.6B |
8季度趋势，按日历期对齐
经营现金流PPCSLB
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $3.0B | ||
| Q3 25 | $458.3M | $1.7B | ||
| Q2 25 | $495.2M | $1.1B | ||
| Q1 25 | $126.9M | $660.0M | ||
| Q4 24 | $349.3M | $2.4B | ||
| Q3 24 | $651.1M | $2.4B | ||
| Q2 24 | $718.6M | $1.4B |
自由现金流PPCSLB
| Q1 26 | — | $103.0M | ||
| Q4 25 | $10.0M | $2.5B | ||
| Q3 25 | $275.9M | $1.3B | ||
| Q2 25 | $339.1M | $771.0M | ||
| Q1 25 | $28.1M | $262.0M | ||
| Q4 24 | $176.6M | $1.8B | ||
| Q3 24 | $565.3M | $2.0B | ||
| Q2 24 | $617.7M | $973.0M |
自由现金流率PPCSLB
| Q1 26 | — | 1.2% | ||
| Q4 25 | 0.2% | 25.5% | ||
| Q3 25 | 5.8% | 14.3% | ||
| Q2 25 | 7.1% | 9.0% | ||
| Q1 25 | 0.6% | 3.1% | ||
| Q4 24 | 4.0% | 19.2% | ||
| Q3 24 | 12.3% | 21.7% | ||
| Q2 24 | 13.5% | 10.6% |
资本支出强度PPCSLB
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 5.3% | ||
| Q3 25 | 3.8% | 4.6% | ||
| Q2 25 | 3.3% | 4.3% | ||
| Q1 25 | 2.2% | 4.7% | ||
| Q4 24 | 4.0% | 6.6% | ||
| Q3 24 | 1.9% | 5.0% | ||
| Q2 24 | 2.2% | 5.1% |
现金转化率PPCSLB
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 3.65× | ||
| Q3 25 | 1.34× | 2.28× | ||
| Q2 25 | 1.39× | 1.13× | ||
| Q1 25 | 0.43× | 0.83× | ||
| Q4 24 | 1.48× | 2.18× | ||
| Q3 24 | 1.86× | 2.06× | ||
| Q2 24 | 2.20× | 1.29× |
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% |
SLB
暂无分部数据
