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PILGRIMS PRIDE CORP（PPC）与道富集团（STT）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是道富集团的1.2倍（$4.5B vs $3.7B），道富集团净利率更高（20.4% vs 2.2%，领先18.1%），道富集团同比增速更快（7.5% vs 1.6%），过去两年道富集团的营收复合增速更高（8.1% 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。
道富集团是总部位于美国波士顿的跨国金融服务及银行控股公司，历史可追溯至1792年成立的联合银行，是美国运营历史第二悠久的存续银行。作为全球顶尖的资产管理与托管机构，截至2025年第三季度，其管理资产规模约5.4万亿美元，托管及管理资产总规模达51.7万亿美元。
PPC vs STT — 直观对比
营收规模更大
PPC
是对方的1.2倍
$3.7B
营收增速更快
STT
高出5.9%
1.6%
净利率更高
STT
高出18.1%
2.2%
两年增速更快
STT
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $3.7B |
| 净利润 | $101.5M | $747.0M |
| 毛利率 | 7.6% | — |
| 营业利润率 | 3.6% | 25.0% |
| 净利率 | 2.2% | 20.4% |
| 营收同比 | 1.6% | 7.5% |
| 净利润同比 | — | -4.6% |
| 每股收益（稀释后） | $0.43 | $2.41 |
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PPCSTT
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $3.7B | ||
| Q3 25 | $4.8B | $3.5B | ||
| Q2 25 | $4.8B | $3.4B | ||
| Q1 25 | $4.5B | $3.3B | ||
| Q4 24 | $4.4B | $3.4B | ||
| Q3 24 | $4.6B | $3.3B | ||
| Q2 24 | $4.6B | $3.2B |
净利润PPCSTT
| Q1 26 | $101.5M | — | ||
| Q4 25 | $88.0M | $747.0M | ||
| Q3 25 | $342.8M | $861.0M | ||
| Q2 25 | $355.5M | $693.0M | ||
| Q1 25 | $296.0M | $644.0M | ||
| Q4 24 | $235.9M | $783.0M | ||
| Q3 24 | $349.9M | $730.0M | ||
| Q2 24 | $326.3M | $711.0M |
毛利率PPCSTT
| Q1 26 | 7.6% | — | ||
| 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PPCSTT
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 25.0% | ||
| Q3 25 | 10.4% | 31.1% | ||
| Q2 25 | 10.8% | 25.8% | ||
| Q1 25 | 9.1% | 25.0% | ||
| Q4 24 | 7.0% | 28.1% | ||
| Q3 24 | 11.1% | 28.4% | ||
| Q2 24 | 9.7% | 28.6% |
净利率PPCSTT
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 20.4% | ||
| Q3 25 | 7.2% | 24.3% | ||
| Q2 25 | 7.5% | 20.1% | ||
| Q1 25 | 6.6% | 19.6% | ||
| Q4 24 | 5.4% | 22.9% | ||
| Q3 24 | 7.6% | 22.4% | ||
| Q2 24 | 7.2% | 22.3% |
每股收益（稀释后）PPCSTT
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | $2.41 | ||
| Q3 25 | $1.44 | $2.78 | ||
| Q2 25 | $1.49 | $2.17 | ||
| Q1 25 | $1.24 | $2.04 | ||
| Q4 24 | $1.00 | $2.43 | ||
| Q3 24 | $1.47 | $2.26 | ||
| Q2 24 | $1.37 | $2.15 |
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 | — |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | $27.8B |
| 总资产 | $10.2B | $366.0B |
| 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PPCSTT
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | — | ||
| Q3 25 | $612.6M | — | ||
| Q2 25 | $849.0M | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.3B | — |
总债务PPCSTT
| 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PPCSTT
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $27.8B | ||
| Q3 25 | $3.5B | $27.6B | ||
| Q2 25 | $3.7B | $27.3B | ||
| Q1 25 | $3.1B | $26.7B | ||
| Q4 24 | $4.2B | $25.3B | ||
| Q3 24 | $4.2B | $25.8B | ||
| Q2 24 | $3.7B | $24.8B |
总资产PPCSTT
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $366.0B | ||
| Q3 25 | $10.0B | $371.1B | ||
| Q2 25 | $10.1B | $376.7B | ||
| Q1 25 | $11.0B | $372.7B | ||
| Q4 24 | $10.7B | $353.2B | ||
| Q3 24 | $10.7B | $338.5B | ||
| Q2 24 | $10.1B | $325.6B |
负债/权益比PPCSTT
| 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 | — | $10.0B |
| 自由现金流经营现金流 - 资本支出 | — | $9.8B |
| 自由现金流率自由现金流/营收 | — | 266.6% |
| 资本支出强度资本支出/营收 | — | 7.3% |
| 现金转化率经营现金流/净利润 | — | 13.44× |
| 过去12个月自由现金流最近4个季度 | — | $10.8B |
8季度趋势，按日历期对齐
经营现金流PPCSTT
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $10.0B | ||
| Q3 25 | $458.3M | $7.9B | ||
| Q2 25 | $495.2M | $-8.4B | ||
| Q1 25 | $126.9M | $2.4B | ||
| Q4 24 | $349.3M | $-7.4B | ||
| Q3 24 | $651.1M | $2.7B | ||
| Q2 24 | $718.6M | $-7.6B |
自由现金流PPCSTT
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $9.8B | ||
| Q3 25 | $275.9M | $7.7B | ||
| Q2 25 | $339.1M | $-8.8B | ||
| Q1 25 | $28.1M | $2.2B | ||
| Q4 24 | $176.6M | $-7.7B | ||
| Q3 24 | $565.3M | $2.5B | ||
| Q2 24 | $617.7M | $-7.9B |
自由现金流率PPCSTT
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 266.6% | ||
| Q3 25 | 5.8% | 216.0% | ||
| Q2 25 | 7.1% | -254.1% | ||
| Q1 25 | 0.6% | 66.1% | ||
| Q4 24 | 4.0% | -225.1% | ||
| Q3 24 | 12.3% | 75.9% | ||
| Q2 24 | 13.5% | -246.2% |
资本支出强度PPCSTT
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 7.3% | ||
| Q3 25 | 3.8% | 6.9% | ||
| Q2 25 | 3.3% | 9.3% | ||
| Q1 25 | 2.2% | 6.9% | ||
| Q4 24 | 4.0% | 7.3% | ||
| Q3 24 | 1.9% | 7.2% | ||
| Q2 24 | 2.2% | 6.7% |
现金转化率PPCSTT
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 13.44× | ||
| Q3 25 | 1.34× | 9.18× | ||
| Q2 25 | 1.39× | -12.18× | ||
| Q1 25 | 0.43× | 3.72× | ||
| Q4 24 | 1.48× | -9.49× | ||
| Q3 24 | 1.86× | 3.71× | ||
| Q2 24 | 2.20× | -10.75× |
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% |
STT
| Other | $2.2B | 59% |
| Investment Management | $729.0M | 20% |
| Management Services | $662.0M | 18% |
| Other Fee Revenue | $56.0M | 2% |
| Securities Financing Services | $54.0M | 1% |
