vs
PILGRIMS PRIDE CORP（PPC）与Smurfit Westrock（SW）财务数据对比。点击上方公司名可切换其他公司
Smurfit Westrock的季度营收约是PILGRIMS PRIDE CORP的1.7倍（$7.7B vs $4.5B），PILGRIMS PRIDE CORP净利率更高（1.9% vs 0.8%，领先1.1%），PILGRIMS PRIDE CORP同比增速更快（3.3% vs 0.7%），过去两年Smurfit Westrock的营收复合增速更高（61.2% 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。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业，核心业务为生产瓦楞包装及各类纸制包装产品，公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
PPC vs SW — 直观对比
营收规模更大
SW
是对方的1.7倍
$4.5B
营收增速更快
PPC
高出2.6%
0.7%
净利率更高
PPC
高出1.1%
0.8%
两年增速更快
SW
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $7.7B |
| 净利润 | $88.0M | $63.0M |
| 毛利率 | 9.5% | 16.4% |
| 营业利润率 | 4.5% | 3.3% |
| 净利率 | 1.9% | 0.8% |
| 营收同比 | 3.3% | 0.7% |
| 净利润同比 | -62.7% | 0.0% |
| 每股收益（稀释后） | $0.37 | $0.12 |
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PPCSW
| Q1 26 | — | $7.7B | ||
| Q4 25 | $4.5B | $7.6B | ||
| Q3 25 | $4.8B | $8.0B | ||
| Q2 25 | $4.8B | $7.9B | ||
| Q1 25 | $4.5B | $7.7B | ||
| Q4 24 | $4.4B | $7.5B | ||
| Q3 24 | $4.6B | $7.7B | ||
| Q2 24 | $4.6B | $3.0B |
净利润PPCSW
| Q1 26 | — | $63.0M | ||
| Q4 25 | $88.0M | $97.0M | ||
| Q3 25 | $342.8M | $246.0M | ||
| Q2 25 | $355.5M | $-28.0M | ||
| Q1 25 | $296.0M | $384.0M | ||
| Q4 24 | $235.9M | $146.0M | ||
| Q3 24 | $349.9M | $-150.0M | ||
| Q2 24 | $326.3M | $132.0M |
毛利率PPCSW
| Q1 26 | — | 16.4% | ||
| Q4 25 | 9.5% | 18.2% | ||
| Q3 25 | 13.9% | 19.6% | ||
| Q2 25 | 15.0% | 19.1% | ||
| Q1 25 | 12.4% | 20.6% | ||
| Q4 24 | 12.7% | 19.1% | ||
| Q3 24 | 14.9% | 17.6% | ||
| Q2 24 | 15.2% | 23.3% |
营业利润率PPCSW
| Q1 26 | — | 3.3% | ||
| Q4 25 | 4.5% | 5.1% | ||
| Q3 25 | 10.4% | 6.6% | ||
| Q2 25 | 10.8% | 3.2% | ||
| Q1 25 | 9.1% | 7.2% | ||
| Q4 24 | 7.0% | 5.3% | ||
| Q3 24 | 11.1% | 0.7% | ||
| Q2 24 | 9.7% | 8.2% |
净利率PPCSW
| Q1 26 | — | 0.8% | ||
| Q4 25 | 1.9% | 1.3% | ||
| Q3 25 | 7.2% | 3.1% | ||
| Q2 25 | 7.5% | -0.4% | ||
| Q1 25 | 6.6% | 5.0% | ||
| Q4 24 | 5.4% | 1.9% | ||
| Q3 24 | 7.6% | -2.0% | ||
| Q2 24 | 7.2% | 4.4% |
每股收益（稀释后）PPCSW
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.37 | $0.18 | ||
| Q3 25 | $1.44 | $0.47 | ||
| Q2 25 | $1.49 | $-0.05 | ||
| Q1 25 | $1.24 | $0.73 | ||
| Q4 24 | $1.00 | $-0.12 | ||
| Q3 24 | $1.47 | $-0.30 | ||
| Q2 24 | $1.37 | $0.51 |
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 | $980.0M |
| 股东权益账面价值 | $3.7B | $18.1B |
| 总资产 | $10.3B | $45.2B |
| 负债/权益比越低杠杆越低 | 0.84× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资PPCSW
| Q1 26 | — | — | ||
| Q4 25 | $640.2M | $892.0M | ||
| Q3 25 | $612.6M | $851.0M | ||
| Q2 25 | $849.0M | $778.0M | ||
| Q1 25 | $2.1B | $797.0M | ||
| Q4 24 | $2.0B | $855.0M | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.3B | $26.8K |
总债务PPCSW
| Q1 26 | — | $980.0M | ||
| Q4 25 | $3.1B | $13.4B | ||
| Q3 25 | $3.1B | $13.3B | ||
| Q2 25 | $3.1B | $13.3B | ||
| Q1 25 | $3.2B | $12.9B | ||
| Q4 24 | $3.2B | $12.5B | ||
| Q3 24 | $3.2B | $13.2B | ||
| Q2 24 | $3.2B | — |
股东权益PPCSW
| Q1 26 | — | $18.1B | ||
| Q4 25 | $3.7B | $18.3B | ||
| Q3 25 | $3.5B | $18.4B | ||
| Q2 25 | $3.7B | $18.3B | ||
| Q1 25 | $3.1B | $17.9B | ||
| Q4 24 | $4.2B | $17.4B | ||
| Q3 24 | $4.2B | $18.0B | ||
| Q2 24 | $3.7B | $14.5K |
总资产PPCSW
| Q1 26 | — | $45.2B | ||
| Q4 25 | $10.3B | $45.2B | ||
| Q3 25 | $10.0B | $45.6B | ||
| Q2 25 | $10.1B | $45.7B | ||
| Q1 25 | $11.0B | $44.6B | ||
| Q4 24 | $10.7B | $43.8B | ||
| Q3 24 | $10.7B | $45.0B | ||
| Q2 24 | $10.1B | $26.8K |
负债/权益比PPCSW
| Q1 26 | — | 0.05× | ||
| Q4 25 | 0.84× | 0.73× | ||
| Q3 25 | 0.87× | 0.72× | ||
| Q2 25 | 0.83× | 0.73× | ||
| Q1 25 | 1.02× | 0.72× | ||
| Q4 24 | 0.76× | 0.72× | ||
| Q3 24 | 0.76× | 0.73× | ||
| 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 | $204.0M |
| 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× | 3.24× |
| 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PPCSW
| Q1 26 | — | $204.0M | ||
| Q4 25 | $291.2M | $1.2B | ||
| Q3 25 | $458.3M | $1.1B | ||
| Q2 25 | $495.2M | $829.0M | ||
| Q1 25 | $126.9M | $235.0M | ||
| Q4 24 | $349.3M | $781.0M | ||
| Q3 24 | $651.1M | $320.0M | ||
| Q2 24 | $718.6M | $340.0M |
自由现金流PPCSW
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $612.0M | ||
| Q3 25 | $275.9M | $523.0M | ||
| Q2 25 | $339.1M | $307.0M | ||
| Q1 25 | $28.1M | $-242.0M | ||
| Q4 24 | $176.6M | $212.0M | ||
| Q3 24 | $565.3M | $-192.0M | ||
| Q2 24 | $617.7M | $163.0M |
自由现金流率PPCSW
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 8.1% | ||
| Q3 25 | 5.8% | 6.5% | ||
| Q2 25 | 7.1% | 3.9% | ||
| Q1 25 | 0.6% | -3.2% | ||
| Q4 24 | 4.0% | 2.8% | ||
| Q3 24 | 12.3% | -2.5% | ||
| Q2 24 | 13.5% | 5.5% |
资本支出强度PPCSW
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 7.7% | ||
| Q3 25 | 3.8% | 7.6% | ||
| Q2 25 | 3.3% | 6.6% | ||
| Q1 25 | 2.2% | 6.2% | ||
| Q4 24 | 4.0% | 7.5% | ||
| Q3 24 | 1.9% | 6.7% | ||
| Q2 24 | 2.2% | 6.0% |
现金转化率PPCSW
| Q1 26 | — | 3.24× | ||
| Q4 25 | 3.31× | 12.32× | ||
| Q3 25 | 1.34× | 4.61× | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 0.43× | 0.61× | ||
| Q4 24 | 1.48× | 5.35× | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 2.20× | 2.58× |
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% |
SW
暂无分部数据
