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PILGRIMS PRIDE CORP（PPC）与史丹利百得（SWK）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是史丹利百得的1.2倍（$4.5B vs $3.8B），PILGRIMS PRIDE CORP净利率更高（1.9% vs 1.4%，领先0.6%），PILGRIMS PRIDE CORP同比增速更快（3.3% vs 0.1%），史丹利百得自由现金流更多（$155.3M vs $10.0M），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（1.8% 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。
史丹利百得是美国知名的工业工具、家用五金产品制造商，同时提供安防类产品，前身为史丹利工具有限公司，由史丹利与百得于2010年3月12日合并而来，总部位于康涅狄格州大哈特福德地区的新不列颠市。
PPC vs SWK — 直观对比
营收规模更大
PPC
是对方的1.2倍
$3.8B
营收增速更快
PPC
高出3.2%
0.1%
净利率更高
PPC
高出0.6%
1.4%
自由现金流更多
SWK
多$145.3M
$10.0M
两年增速更快
PPC
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $3.8B |
| 净利润 | $88.0M | $51.4M |
| 毛利率 | 9.5% | 31.4% |
| 营业利润率 | 4.5% | — |
| 净利率 | 1.9% | 1.4% |
| 营收同比 | 3.3% | 0.1% |
| 净利润同比 | -62.7% | -43.6% |
| 每股收益（稀释后） | $0.37 | $0.34 |
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PPCSWK
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.8B | $3.8B | ||
| Q2 25 | $4.8B | $3.9B | ||
| Q1 25 | $4.5B | $3.7B | ||
| Q4 24 | $4.4B | $3.7B | ||
| Q3 24 | $4.6B | $3.8B | ||
| Q2 24 | $4.6B | $4.0B | ||
| Q1 24 | $4.4B | $3.9B |
净利润PPCSWK
| Q4 25 | $88.0M | — | ||
| Q3 25 | $342.8M | $51.4M | ||
| Q2 25 | $355.5M | $101.9M | ||
| Q1 25 | $296.0M | $90.4M | ||
| Q4 24 | $235.9M | $194.9M | ||
| Q3 24 | $349.9M | $91.1M | ||
| Q2 24 | $326.3M | $-11.2M | ||
| Q1 24 | $174.4M | $19.5M |
毛利率PPCSWK
| Q4 25 | 9.5% | — | ||
| Q3 25 | 13.9% | 31.4% | ||
| Q2 25 | 15.0% | 27.0% | ||
| Q1 25 | 12.4% | 29.9% | ||
| Q4 24 | 12.7% | 30.8% | ||
| Q3 24 | 14.9% | 29.9% | ||
| Q2 24 | 15.2% | 28.4% | ||
| Q1 24 | 8.8% | 28.6% |
营业利润率PPCSWK
| Q4 25 | 4.5% | — | ||
| Q3 25 | 10.4% | — | ||
| Q2 25 | 10.8% | — | ||
| Q1 25 | 9.1% | — | ||
| Q4 24 | 7.0% | 3.4% | ||
| Q3 24 | 11.1% | 10.6% | ||
| Q2 24 | 9.7% | 9.5% | ||
| Q1 24 | 5.7% | 8.3% |
净利率PPCSWK
| Q4 25 | 1.9% | — | ||
| Q3 25 | 7.2% | 1.4% | ||
| Q2 25 | 7.5% | 2.6% | ||
| Q1 25 | 6.6% | 2.4% | ||
| Q4 24 | 5.4% | 5.2% | ||
| Q3 24 | 7.6% | 2.4% | ||
| Q2 24 | 7.2% | -0.3% | ||
| Q1 24 | 4.0% | 0.5% |
每股收益（稀释后）PPCSWK
| Q4 25 | $0.37 | — | ||
| Q3 25 | $1.44 | $0.34 | ||
| Q2 25 | $1.49 | $0.67 | ||
| Q1 25 | $1.24 | $0.60 | ||
| Q4 24 | $1.00 | $1.29 | ||
| Q3 24 | $1.47 | $0.60 | ||
| Q2 24 | $1.37 | $-0.07 | ||
| Q1 24 | $0.73 | $0.13 |
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 | $268.3M |
| 总债务越低越好 | $3.1B | $5.3B |
| 股东权益账面价值 | $3.7B | $9.0B |
| 总资产 | $10.3B | $21.8B |
| 负债/权益比越低杠杆越低 | 0.84× | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资PPCSWK
| Q4 25 | $640.2M | — | ||
| Q3 25 | $612.6M | $268.3M | ||
| Q2 25 | $849.0M | $311.8M | ||
| Q1 25 | $2.1B | $344.8M | ||
| Q4 24 | $2.0B | $290.5M | ||
| Q3 24 | $1.9B | $298.7M | ||
| Q2 24 | $1.3B | $318.5M | ||
| Q1 24 | $870.8M | $476.6M |
总债务PPCSWK
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.1B | $5.3B | ||
| Q2 25 | $3.1B | $5.6B | ||
| Q1 25 | $3.2B | $5.6B | ||
| Q4 24 | $3.2B | $6.1B | ||
| Q3 24 | $3.2B | $6.1B | ||
| Q2 24 | $3.2B | $6.1B | ||
| Q1 24 | $3.3B | $6.1B |
股东权益PPCSWK
| Q4 25 | $3.7B | — | ||
| Q3 25 | $3.5B | $9.0B | ||
| Q2 25 | $3.7B | $9.1B | ||
| Q1 25 | $3.1B | $8.8B | ||
| Q4 24 | $4.2B | $8.7B | ||
| Q3 24 | $4.2B | $8.9B | ||
| Q2 24 | $3.7B | $8.7B | ||
| Q1 24 | $3.5B | $8.9B |
总资产PPCSWK
| Q4 25 | $10.3B | — | ||
| Q3 25 | $10.0B | $21.8B | ||
| Q2 25 | $10.1B | $22.5B | ||
| Q1 25 | $11.0B | $22.5B | ||
| Q4 24 | $10.7B | $21.8B | ||
| Q3 24 | $10.7B | $22.5B | ||
| Q2 24 | $10.1B | $22.5B | ||
| Q1 24 | $9.8B | $23.9B |
负债/权益比PPCSWK
| Q4 25 | 0.84× | — | ||
| Q3 25 | 0.87× | 0.59× | ||
| Q2 25 | 0.83× | 0.62× | ||
| Q1 25 | 1.02× | 0.63× | ||
| Q4 24 | 0.76× | 0.70× | ||
| Q3 24 | 0.76× | 0.69× | ||
| Q2 24 | 0.85× | 0.70× | ||
| Q1 24 | 0.96× | 0.69× |
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 | $221.2M |
| 自由现金流经营现金流 - 资本支出 | $10.0M | $155.3M |
| 自由现金流率自由现金流/营收 | 0.2% | 4.1% |
| 资本支出强度资本支出/营收 | 6.2% | 1.8% |
| 现金转化率经营现金流/净利润 | 3.31× | 4.30× |
| 过去12个月自由现金流最近4个季度 | $653.1M | $369.6M |
8季度趋势，按日历期对齐
经营现金流PPCSWK
| Q4 25 | $291.2M | — | ||
| Q3 25 | $458.3M | $221.2M | ||
| Q2 25 | $495.2M | $214.3M | ||
| Q1 25 | $126.9M | $-420.0M | ||
| Q4 24 | $349.3M | $679.1M | ||
| Q3 24 | $651.1M | $285.8M | ||
| Q2 24 | $718.6M | $573.0M | ||
| Q1 24 | $271.0M | $-431.0M |
自由现金流PPCSWK
| Q4 25 | $10.0M | — | ||
| Q3 25 | $275.9M | $155.3M | ||
| Q2 25 | $339.1M | $134.7M | ||
| Q1 25 | $28.1M | $-485.0M | ||
| Q4 24 | $176.6M | $564.6M | ||
| Q3 24 | $565.3M | $199.3M | ||
| Q2 24 | $617.7M | $485.8M | ||
| Q1 24 | $171.9M | $-496.7M |
自由现金流率PPCSWK
| Q4 25 | 0.2% | — | ||
| Q3 25 | 5.8% | 4.1% | ||
| Q2 25 | 7.1% | 3.4% | ||
| Q1 25 | 0.6% | -13.0% | ||
| Q4 24 | 4.0% | 15.2% | ||
| Q3 24 | 12.3% | 5.3% | ||
| Q2 24 | 13.5% | 12.1% | ||
| Q1 24 | 3.9% | -12.8% |
资本支出强度PPCSWK
| Q4 25 | 6.2% | — | ||
| Q3 25 | 3.8% | 1.8% | ||
| Q2 25 | 3.3% | 2.0% | ||
| Q1 25 | 2.2% | 1.7% | ||
| Q4 24 | 4.0% | 3.1% | ||
| Q3 24 | 1.9% | 2.3% | ||
| Q2 24 | 2.2% | 2.2% | ||
| Q1 24 | 2.3% | 1.7% |
现金转化率PPCSWK
| Q4 25 | 3.31× | — | ||
| Q3 25 | 1.34× | 4.30× | ||
| Q2 25 | 1.39× | 2.10× | ||
| Q1 25 | 0.43× | -4.65× | ||
| Q4 24 | 1.48× | 3.48× | ||
| Q3 24 | 1.86× | 3.14× | ||
| Q2 24 | 2.20× | — | ||
| Q1 24 | 1.55× | -22.10× |
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% |
SWK
| Tools And Outdoor Segment | $3.3B | 87% |
| Engineered Fastening Segment | $500.5M | 13% |
