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PILGRIMS PRIDE CORP（PPC）与Southern Company（SO）财务数据对比。点击上方公司名可切换其他公司
Southern Company的季度营收约是PILGRIMS PRIDE CORP的1.5倍（$7.0B vs $4.5B），Southern Company净利率更高（4.9% vs 1.9%，领先2.9%），Southern Company同比增速更快（146.8% vs 3.3%），过去两年Southern Company的营收复合增速更高（3.9% 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。
Southern Company是美国燃气电力公用事业控股企业，总部位于佐治亚州亚特兰大，在阿拉巴马州伯明翰设有行政办公室。截至2021年按用户规模计为美国第二大公用事业公司，旗下子公司覆盖6个州，为900万燃气及电力用户提供服务，供电区域达12万平方英里。
PPC vs SO — 直观对比
营收规模更大
SO
是对方的1.5倍
$4.5B
营收增速更快
SO
高出143.4%
3.3%
净利率更高
SO
高出2.9%
1.9%
两年增速更快
SO
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $7.0B |
| 净利润 | $88.0M | $341.0M |
| 毛利率 | 9.5% | — |
| 营业利润率 | 4.5% | 13.1% |
| 净利率 | 1.9% | 4.9% |
| 营收同比 | 3.3% | 146.8% |
| 净利润同比 | -62.7% | 483.1% |
| 每股收益（稀释后） | $0.37 | — |
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PPCSO
| Q1 26 | — | $7.0B | ||
| Q4 25 | $4.5B | $7.0B | ||
| Q3 25 | $4.8B | $7.8B | ||
| Q2 25 | $4.8B | $7.0B | ||
| Q1 25 | $4.5B | $7.8B | ||
| Q4 24 | $4.4B | $6.3B | ||
| Q3 24 | $4.6B | $7.3B | ||
| Q2 24 | $4.6B | $6.5B |
净利润PPCSO
| Q1 26 | — | $341.0M | ||
| Q4 25 | $88.0M | $341.0M | ||
| Q3 25 | $342.8M | $1.7B | ||
| Q2 25 | $355.5M | $880.0M | ||
| Q1 25 | $296.0M | $1.3B | ||
| Q4 24 | $235.9M | $466.0M | ||
| Q3 24 | $349.9M | $1.5B | ||
| Q2 24 | $326.3M | $1.2B |
毛利率PPCSO
| 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PPCSO
| Q1 26 | — | 13.1% | ||
| Q4 25 | 4.5% | 13.1% | ||
| Q3 25 | 10.4% | 33.2% | ||
| Q2 25 | 10.8% | 25.3% | ||
| Q1 25 | 9.1% | 25.9% | ||
| Q4 24 | 7.0% | 16.7% | ||
| Q3 24 | 11.1% | 32.6% | ||
| Q2 24 | 9.7% | 30.0% |
净利率PPCSO
| Q1 26 | — | 4.9% | ||
| Q4 25 | 1.9% | 4.9% | ||
| Q3 25 | 7.2% | 21.9% | ||
| Q2 25 | 7.5% | 12.6% | ||
| Q1 25 | 6.6% | 16.3% | ||
| Q4 24 | 5.4% | 7.3% | ||
| Q3 24 | 7.6% | 21.1% | ||
| Q2 24 | 7.2% | 18.6% |
每股收益（稀释后）PPCSO
| Q1 26 | — | — | ||
| Q4 25 | $0.37 | $0.38 | ||
| Q3 25 | $1.44 | $1.54 | ||
| Q2 25 | $1.49 | $0.79 | ||
| Q1 25 | $1.24 | $1.21 | ||
| Q4 24 | $1.00 | $0.48 | ||
| Q3 24 | $1.47 | $1.39 | ||
| Q2 24 | $1.37 | $1.09 |
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 | — |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | — |
| 总资产 | $10.3B | — |
| 负债/权益比越低杠杆越低 | 0.84× | — |
8季度趋势，按日历期对齐
现金及短期投资PPCSO
| Q1 26 | — | — | ||
| Q4 25 | $640.2M | $1.6B | ||
| Q3 25 | $612.6M | $3.3B | ||
| Q2 25 | $849.0M | $1.3B | ||
| Q1 25 | $2.1B | $2.3B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $1.9B | $1.0B | ||
| Q2 24 | $1.3B | $1.2B |
总债务PPCSO
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $65.6B | ||
| Q3 25 | $3.1B | $64.6B | ||
| Q2 25 | $3.1B | $63.0B | ||
| Q1 25 | $3.2B | $62.9B | ||
| Q4 24 | $3.2B | $58.8B | ||
| Q3 24 | $3.2B | $61.3B | ||
| Q2 24 | $3.2B | $59.9B |
股东权益PPCSO
| Q1 26 | — | — | ||
| Q4 25 | $3.7B | $36.0B | ||
| Q3 25 | $3.5B | $38.3B | ||
| Q2 25 | $3.7B | $37.3B | ||
| Q1 25 | $3.1B | $37.2B | ||
| Q4 24 | $4.2B | $33.2B | ||
| Q3 24 | $4.2B | $36.9B | ||
| Q2 24 | $3.7B | $36.1B |
总资产PPCSO
| Q1 26 | — | — | ||
| Q4 25 | $10.3B | $155.7B | ||
| Q3 25 | $10.0B | $153.2B | ||
| Q2 25 | $10.1B | $148.9B | ||
| Q1 25 | $11.0B | $148.1B | ||
| Q4 24 | $10.7B | $145.2B | ||
| Q3 24 | $10.7B | $144.0B | ||
| Q2 24 | $10.1B | $141.9B |
负债/权益比PPCSO
| Q1 26 | — | — | ||
| Q4 25 | 0.84× | 1.82× | ||
| Q3 25 | 0.87× | 1.69× | ||
| Q2 25 | 0.83× | 1.69× | ||
| Q1 25 | 1.02× | 1.69× | ||
| Q4 24 | 0.76× | 1.77× | ||
| Q3 24 | 0.76× | 1.66× | ||
| Q2 24 | 0.85× | 1.66× |
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 | — |
| 自由现金流率自由现金流/营收 | 0.2% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流PPCSO
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $2.6B | ||
| Q3 25 | $458.3M | $3.8B | ||
| Q2 25 | $495.2M | $2.2B | ||
| Q1 25 | $126.9M | $1.3B | ||
| Q4 24 | $349.3M | $2.2B | ||
| Q3 24 | $651.1M | $3.6B | ||
| Q2 24 | $718.6M | $2.7B |
自由现金流PPCSO
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $-1.7B | ||
| Q3 25 | $275.9M | $559.0M | ||
| Q2 25 | $339.1M | $-619.0M | ||
| Q1 25 | $28.1M | $-1.2B | ||
| Q4 24 | $176.6M | $-576.0M | ||
| Q3 24 | $565.3M | $1.3B | ||
| Q2 24 | $617.7M | $563.0M |
自由现金流率PPCSO
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | -24.2% | ||
| Q3 25 | 5.8% | 7.1% | ||
| Q2 25 | 7.1% | -8.9% | ||
| Q1 25 | 0.6% | -15.3% | ||
| Q4 24 | 4.0% | -9.1% | ||
| Q3 24 | 12.3% | 17.9% | ||
| Q2 24 | 13.5% | 8.7% |
资本支出强度PPCSO
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 61.4% | ||
| Q3 25 | 3.8% | 41.1% | ||
| Q2 25 | 3.3% | 40.2% | ||
| Q1 25 | 2.2% | 31.3% | ||
| Q4 24 | 4.0% | 43.4% | ||
| Q3 24 | 1.9% | 31.8% | ||
| Q2 24 | 2.2% | 32.9% |
现金转化率PPCSO
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 7.62× | ||
| Q3 25 | 1.34× | 2.21× | ||
| Q2 25 | 1.39× | 2.48× | ||
| Q1 25 | 0.43× | 0.98× | ||
| Q4 24 | 1.48× | 4.66× | ||
| Q3 24 | 1.86× | 2.36× | ||
| Q2 24 | 2.20× | 2.23× |
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% |
SO
暂无分部数据
