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PILGRIMS PRIDE CORP(PPC)与Synchrony Financial(SYF)财务数据对比。点击上方公司名可切换其他公司
Synchrony Financial的季度营收约是PILGRIMS PRIDE CORP的1.1倍($4.8B vs $4.5B),Synchrony Financial净利率更高(15.8% vs 2.2%,领先13.5%),Synchrony Financial同比增速更快(3.7% vs 1.6%),过去两年Synchrony Financial的营收复合增速更高(4.0% 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。
Synchrony Financial是总部位于美国康涅狄格州斯坦福德的消费金融服务企业,通过旗下全资网络银行子公司Synchrony Bank开展业务,面向各行业商户及个人消费者提供消费信贷、优惠融资、忠诚度计划、分期贷款等多元金融产品服务。
PPC vs SYF — 直观对比
营收规模更大
SYF
是对方的1.1倍
$4.5B
营收增速更快
SYF
高出2.1%
1.6%
净利率更高
SYF
高出13.5%
2.2%
两年增速更快
SYF
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $4.5B | $4.8B |
| 净利润 | $101.5M | $751.0M |
| 毛利率 | 7.6% | — |
| 营业利润率 | 3.6% | 20.0% |
| 净利率 | 2.2% | 15.8% |
| 营收同比 | 1.6% | 3.7% |
| 净利润同比 | — | -3.0% |
| 每股收益(稀释后) | $0.43 | $2.03 |
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
PPC
SYF
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $4.8B | ||
| Q3 25 | $4.8B | $4.7B | ||
| Q2 25 | $4.8B | $4.5B | ||
| Q1 25 | $4.5B | $4.5B | ||
| Q4 24 | $4.4B | $4.6B | ||
| Q3 24 | $4.6B | $4.6B | ||
| Q2 24 | $4.6B | $4.4B |
净利润
PPC
SYF
| Q1 26 | $101.5M | — | ||
| Q4 25 | $88.0M | $751.0M | ||
| Q3 25 | $342.8M | $1.1B | ||
| Q2 25 | $355.5M | $967.0M | ||
| Q1 25 | $296.0M | $757.0M | ||
| Q4 24 | $235.9M | $774.0M | ||
| Q3 24 | $349.9M | $789.0M | ||
| Q2 24 | $326.3M | $643.0M |
毛利率
PPC
SYF
| 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
PPC
SYF
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 20.0% | ||
| Q3 25 | 10.4% | 30.3% | ||
| Q2 25 | 10.8% | 27.8% | ||
| Q1 25 | 9.1% | 22.0% | ||
| Q4 24 | 7.0% | 21.2% | ||
| Q3 24 | 11.1% | 22.3% | ||
| Q2 24 | 9.7% | 19.2% |
净利率
PPC
SYF
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 15.8% | ||
| Q3 25 | 7.2% | 22.8% | ||
| Q2 25 | 7.5% | 21.4% | ||
| Q1 25 | 6.6% | 17.0% | ||
| Q4 24 | 5.4% | 16.9% | ||
| Q3 24 | 7.6% | 17.1% | ||
| Q2 24 | 7.2% | 14.6% |
每股收益(稀释后)
PPC
SYF
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | $2.03 | ||
| Q3 25 | $1.44 | $2.86 | ||
| Q2 25 | $1.49 | $2.50 | ||
| Q1 25 | $1.24 | $1.89 | ||
| Q4 24 | $1.00 | $1.92 | ||
| Q3 24 | $1.47 | $1.94 | ||
| Q2 24 | $1.37 | $1.55 |
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 | $15.0B |
| 总债务越低越好 | $3.1B | $15.2B |
| 股东权益账面价值 | $3.7B | $16.8B |
| 总资产 | $10.2B | $119.1B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.91× |
8季度趋势,按日历期对齐
现金及短期投资
PPC
SYF
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | $15.0B | ||
| Q3 25 | $612.6M | $16.2B | ||
| Q2 25 | $849.0M | $19.5B | ||
| Q1 25 | $2.1B | $21.6B | ||
| Q4 24 | $2.0B | $14.7B | ||
| Q3 24 | $1.9B | $17.9B | ||
| Q2 24 | $1.3B | $18.6B |
总债务
PPC
SYF
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $15.2B | ||
| Q3 25 | $3.1B | $14.4B | ||
| Q2 25 | $3.1B | $16.0B | ||
| Q1 25 | $3.2B | $17.0B | ||
| Q4 24 | $3.2B | $15.5B | ||
| Q3 24 | $3.2B | $15.6B | ||
| Q2 24 | $3.2B | $15.6B |
股东权益
PPC
SYF
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $16.8B | ||
| Q3 25 | $3.5B | $17.1B | ||
| Q2 25 | $3.7B | $17.0B | ||
| Q1 25 | $3.1B | $16.6B | ||
| Q4 24 | $4.2B | $16.6B | ||
| Q3 24 | $4.2B | $16.0B | ||
| Q2 24 | $3.7B | $15.5B |
总资产
PPC
SYF
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $119.1B | ||
| Q3 25 | $10.0B | $117.0B | ||
| Q2 25 | $10.1B | $120.5B | ||
| Q1 25 | $11.0B | $122.0B | ||
| Q4 24 | $10.7B | $119.5B | ||
| Q3 24 | $10.7B | $119.2B | ||
| Q2 24 | $10.1B | $120.5B |
负债/权益比
PPC
SYF
| Q1 26 | 0.83× | — | ||
| Q4 25 | 0.84× | 0.91× | ||
| Q3 25 | 0.87× | 0.85× | ||
| Q2 25 | 0.83× | 0.94× | ||
| Q1 25 | 1.02× | 1.03× | ||
| Q4 24 | 0.76× | 0.93× | ||
| Q3 24 | 0.76× | 0.98× | ||
| Q2 24 | 0.85× | 1.01× |
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 | — | $2.5B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.27× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
PPC
SYF
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $2.5B | ||
| Q3 25 | $458.3M | $2.6B | ||
| Q2 25 | $495.2M | $2.6B | ||
| Q1 25 | $126.9M | $2.2B | ||
| Q4 24 | $349.3M | $2.4B | ||
| Q3 24 | $651.1M | $2.8B | ||
| Q2 24 | $718.6M | $2.5B |
自由现金流
PPC
SYF
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | — | ||
| Q3 25 | $275.9M | — | ||
| Q2 25 | $339.1M | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $176.6M | — | ||
| Q3 24 | $565.3M | — | ||
| Q2 24 | $617.7M | — |
自由现金流率
PPC
SYF
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 13.5% | — |
资本支出强度
PPC
SYF
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.2% | — |
现金转化率
PPC
SYF
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 3.27× | ||
| Q3 25 | 1.34× | 2.45× | ||
| Q2 25 | 1.39× | 2.65× | ||
| Q1 25 | 0.43× | 2.91× | ||
| Q4 24 | 1.48× | 3.04× | ||
| Q3 24 | 1.86× | 3.50× | ||
| Q2 24 | 2.20× | 3.86× |
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% |
SYF
暂无分部数据