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PILGRIMS PRIDE CORP（PPC）与标普全球（SPGI）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是标普全球的1.1倍（$4.5B vs $4.2B），标普全球净利率更高（36.1% vs 1.9%，领先34.1%），标普全球同比增速更快（10.0% vs 3.3%），标普全球自由现金流更多（$919.0M vs $10.0M），过去两年标普全球的营收复合增速更高（8.4% 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。
标普全球是总部位于美国纽约曼哈顿的上市企业，核心业务涵盖金融信息、数据分析、能源及大宗商品情报服务，旗下拥有标普全球评级、标普全球市场财智、标普全球能源、标普全球移动、印度信用评级机构CRISIL等业务板块，同时控股合资企业标普道琼斯指数。
PPC vs SPGI — 直观对比
营收规模更大
PPC
是对方的1.1倍
$4.2B
营收增速更快
SPGI
高出6.7%
3.3%
净利率更高
SPGI
高出34.1%
1.9%
自由现金流更多
SPGI
多$909.0M
$10.0M
两年增速更快
SPGI
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $4.2B |
| 净利润 | $88.0M | $1.5B |
| 毛利率 | 9.5% | — |
| 营业利润率 | 4.5% | 48.0% |
| 净利率 | 1.9% | 36.1% |
| 营收同比 | 3.3% | 10.0% |
| 净利润同比 | -62.7% | 28.0% |
| 每股收益（稀释后） | $0.37 | $4.69 |
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PPCSPGI
| Q1 26 | — | $4.2B | ||
| Q4 25 | $4.5B | $3.9B | ||
| Q3 25 | $4.8B | $3.9B | ||
| Q2 25 | $4.8B | $3.8B | ||
| Q1 25 | $4.5B | $3.8B | ||
| Q4 24 | $4.4B | $3.6B | ||
| Q3 24 | $4.6B | $3.6B | ||
| Q2 24 | $4.6B | $3.5B |
净利润PPCSPGI
| Q1 26 | — | $1.5B | ||
| Q4 25 | $88.0M | $1.1B | ||
| Q3 25 | $342.8M | $1.2B | ||
| Q2 25 | $355.5M | $1.1B | ||
| Q1 25 | $296.0M | $1.1B | ||
| Q4 24 | $235.9M | $879.0M | ||
| Q3 24 | $349.9M | $971.0M | ||
| Q2 24 | $326.3M | $1.0B |
毛利率PPCSPGI
| Q1 26 | — | — | ||
| Q4 25 | 9.5% | 70.1% | ||
| Q3 25 | 13.9% | 71.2% | ||
| Q2 25 | 15.0% | 70.2% | ||
| Q1 25 | 12.4% | 69.5% | ||
| Q4 24 | 12.7% | 69.8% | ||
| Q3 24 | 14.9% | 70.0% | ||
| Q2 24 | 15.2% | 69.4% |
营业利润率PPCSPGI
| Q1 26 | — | 48.0% | ||
| Q4 25 | 4.5% | 42.7% | ||
| Q3 25 | 10.4% | 43.1% | ||
| Q2 25 | 10.8% | 41.3% | ||
| Q1 25 | 9.1% | 41.8% | ||
| Q4 24 | 7.0% | 36.4% | ||
| Q3 24 | 11.1% | 40.1% | ||
| Q2 24 | 9.7% | 40.9% |
净利率PPCSPGI
| Q1 26 | — | 36.1% | ||
| Q4 25 | 1.9% | 28.9% | ||
| Q3 25 | 7.2% | 30.2% | ||
| Q2 25 | 7.5% | 28.5% | ||
| Q1 25 | 6.6% | 28.9% | ||
| Q4 24 | 5.4% | 24.5% | ||
| Q3 24 | 7.6% | 27.2% | ||
| Q2 24 | 7.2% | 28.5% |
每股收益（稀释后）PPCSPGI
| Q1 26 | — | $4.69 | ||
| Q4 25 | $0.37 | $3.76 | ||
| Q3 25 | $1.44 | $3.86 | ||
| Q2 25 | $1.49 | $3.50 | ||
| Q1 25 | $1.24 | $3.54 | ||
| Q4 24 | $1.00 | $2.85 | ||
| Q3 24 | $1.47 | $3.11 | ||
| Q2 24 | $1.37 | $3.23 |
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 | $13.3B |
| 股东权益账面价值 | $3.7B | $31.3B |
| 总资产 | $10.3B | $60.8B |
| 负债/权益比越低杠杆越低 | 0.84× | 0.43× |
8季度趋势，按日历期对齐
现金及短期投资PPCSPGI
| Q1 26 | — | — | ||
| Q4 25 | $640.2M | $1.8B | ||
| Q3 25 | $612.6M | $1.7B | ||
| Q2 25 | $849.0M | $1.8B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $1.9B | $1.7B | ||
| Q2 24 | $1.3B | $2.0B |
总债务PPCSPGI
| Q1 26 | — | $13.3B | ||
| Q4 25 | $3.1B | $13.1B | ||
| Q3 25 | $3.1B | $11.4B | ||
| Q2 25 | $3.1B | $11.4B | ||
| Q1 25 | $3.2B | $11.4B | ||
| Q4 24 | $3.2B | $11.4B | ||
| Q3 24 | $3.2B | $11.4B | ||
| Q2 24 | $3.2B | $11.4B |
股东权益PPCSPGI
| Q1 26 | — | $31.3B | ||
| Q4 25 | $3.7B | $31.1B | ||
| Q3 25 | $3.5B | $33.1B | ||
| Q2 25 | $3.7B | $33.4B | ||
| Q1 25 | $3.1B | $33.4B | ||
| Q4 24 | $4.2B | $33.2B | ||
| Q3 24 | $4.2B | $34.0B | ||
| Q2 24 | $3.7B | $34.9B |
总资产PPCSPGI
| Q1 26 | — | $60.8B | ||
| Q4 25 | $10.3B | $61.2B | ||
| Q3 25 | $10.0B | $59.7B | ||
| Q2 25 | $10.1B | $60.4B | ||
| Q1 25 | $11.0B | $59.9B | ||
| Q4 24 | $10.7B | $60.2B | ||
| Q3 24 | $10.7B | $60.4B | ||
| Q2 24 | $10.1B | $61.0B |
负债/权益比PPCSPGI
| Q1 26 | — | 0.43× | ||
| Q4 25 | 0.84× | 0.42× | ||
| Q3 25 | 0.87× | 0.34× | ||
| Q2 25 | 0.83× | 0.34× | ||
| Q1 25 | 1.02× | 0.34× | ||
| Q4 24 | 0.76× | 0.34× | ||
| Q3 24 | 0.76× | 0.34× | ||
| Q2 24 | 0.85× | 0.33× |
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 | $919.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 22.0% |
| 资本支出强度资本支出/营收 | 6.2% | 0.6% |
| 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 | $5.5B |
8季度趋势，按日历期对齐
经营现金流PPCSPGI
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $1.7B | ||
| Q3 25 | $458.3M | $1.5B | ||
| Q2 25 | $495.2M | $1.4B | ||
| Q1 25 | $126.9M | $953.0M | ||
| Q4 24 | $349.3M | $1.7B | ||
| Q3 24 | $651.1M | $1.4B | ||
| Q2 24 | $718.6M | $1.6B |
自由现金流PPCSPGI
| Q1 26 | — | $919.0M | ||
| Q4 25 | $10.0M | $1.7B | ||
| Q3 25 | $275.9M | $1.5B | ||
| Q2 25 | $339.1M | $1.4B | ||
| Q1 25 | $28.1M | $910.0M | ||
| Q4 24 | $176.6M | $1.7B | ||
| Q3 24 | $565.3M | $1.4B | ||
| Q2 24 | $617.7M | $1.5B |
自由现金流率PPCSPGI
| Q1 26 | — | 22.0% | ||
| Q4 25 | 0.2% | 43.5% | ||
| Q3 25 | 5.8% | 37.6% | ||
| Q2 25 | 7.1% | 36.9% | ||
| Q1 25 | 0.6% | 24.1% | ||
| Q4 24 | 4.0% | 47.5% | ||
| Q3 24 | 12.3% | 39.4% | ||
| Q2 24 | 13.5% | 42.9% |
资本支出强度PPCSPGI
| Q1 26 | — | 0.6% | ||
| Q4 25 | 6.2% | 1.2% | ||
| Q3 25 | 3.8% | 1.2% | ||
| Q2 25 | 3.3% | 1.6% | ||
| Q1 25 | 2.2% | 1.1% | ||
| Q4 24 | 4.0% | 0.9% | ||
| Q3 24 | 1.9% | 1.0% | ||
| Q2 24 | 2.2% | 0.9% |
现金转化率PPCSPGI
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 1.54× | ||
| Q3 25 | 1.34× | 1.28× | ||
| Q2 25 | 1.39× | 1.35× | ||
| Q1 25 | 0.43× | 0.87× | ||
| Q4 24 | 1.48× | 1.98× | ||
| Q3 24 | 1.86× | 1.49× | ||
| Q2 24 | 2.20× | 1.54× |
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% |
SPGI
| Ratings | $1.3B | 31% |
| Market Intelligence | $1.3B | 31% |
| Energy | $652.0M | 16% |
| Indices | $519.0M | 12% |
| Mobility | $454.0M | 11% |
