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PILGRIMS PRIDE CORP（PPC）与托尔工业（THO）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是托尔工业的1.9倍（$4.5B vs $2.4B），PILGRIMS PRIDE CORP净利率更高（2.2% vs 0.9%，领先1.3%），托尔工业同比增速更快（11.5% vs 1.6%），过去两年托尔工业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。
托尔工业是美国知名休闲房车（RV）生产商，旗下拥有Airstream、Heartland RV、Jayco等多个子品牌，主营拖挂式及自行式休闲房车的生产销售，总部位于印第安纳州埃尔克哈特，在密歇根、俄亥俄、爱达荷、俄勒冈等多个州设有生产基地。
PPC vs THO — 直观对比
营收规模更大
PPC
是对方的1.9倍
$2.4B
营收增速更快
THO
高出9.9%
1.6%
净利率更高
PPC
高出1.3%
0.9%
两年增速更快
THO
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $2.4B |
| 净利润 | $101.5M | $21.7M |
| 毛利率 | 7.6% | 13.4% |
| 营业利润率 | 3.6% | 1.4% |
| 净利率 | 2.2% | 0.9% |
| 营收同比 | 1.6% | 11.5% |
| 净利润同比 | — | 1282.8% |
| 每股收益（稀释后） | $0.43 | $0.41 |
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PPCTHO
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $2.4B | ||
| Q3 25 | $4.8B | $2.5B | ||
| Q2 25 | $4.8B | $2.9B | ||
| Q1 25 | $4.5B | $2.0B | ||
| Q4 24 | $4.4B | $2.1B | ||
| Q3 24 | $4.6B | $2.5B | ||
| Q2 24 | $4.6B | $2.8B |
净利润PPCTHO
| Q1 26 | $101.5M | — | ||
| Q4 25 | $88.0M | $21.7M | ||
| Q3 25 | $342.8M | $125.8M | ||
| Q2 25 | $355.5M | $135.2M | ||
| Q1 25 | $296.0M | $-551.0K | ||
| Q4 24 | $235.9M | $-1.8M | ||
| Q3 24 | $349.9M | $90.0M | ||
| Q2 24 | $326.3M | $114.5M |
毛利率PPCTHO
| Q1 26 | 7.6% | — | ||
| Q4 25 | 9.5% | 13.4% | ||
| Q3 25 | 13.9% | 14.7% | ||
| Q2 25 | 15.0% | 15.3% | ||
| Q1 25 | 12.4% | 12.1% | ||
| Q4 24 | 12.7% | 13.1% | ||
| Q3 24 | 14.9% | 15.8% | ||
| Q2 24 | 15.2% | 15.1% |
营业利润率PPCTHO
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 1.4% | ||
| Q3 25 | 10.4% | 5.7% | ||
| Q2 25 | 10.8% | 5.4% | ||
| Q1 25 | 9.1% | -0.1% | ||
| Q4 24 | 7.0% | -0.1% | ||
| Q3 24 | 11.1% | 5.0% | ||
| Q2 24 | 9.7% | 5.1% |
净利率PPCTHO
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 0.9% | ||
| Q3 25 | 7.2% | 5.0% | ||
| Q2 25 | 7.5% | 4.7% | ||
| Q1 25 | 6.6% | -0.0% | ||
| Q4 24 | 5.4% | -0.1% | ||
| Q3 24 | 7.6% | 3.6% | ||
| Q2 24 | 7.2% | 4.1% |
每股收益（稀释后）PPCTHO
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | $0.41 | ||
| Q3 25 | $1.44 | $2.35 | ||
| Q2 25 | $1.49 | $2.53 | ||
| Q1 25 | $1.24 | $-0.01 | ||
| Q4 24 | $1.00 | $-0.03 | ||
| Q3 24 | $1.47 | $1.69 | ||
| Q2 24 | $1.37 | $2.13 |
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 | $542.4M | $509.9M |
| 总债务越低越好 | $3.1B | $916.0M |
| 股东权益账面价值 | $3.7B | $4.3B |
| 总资产 | $10.2B | $7.0B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资PPCTHO
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | $509.9M | ||
| Q3 25 | $612.6M | $586.6M | ||
| Q2 25 | $849.0M | $508.3M | ||
| Q1 25 | $2.1B | $373.8M | ||
| Q4 24 | $2.0B | $445.2M | ||
| Q3 24 | $1.9B | $501.3M | ||
| Q2 24 | $1.3B | $371.8M |
总债务PPCTHO
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $916.0M | ||
| Q3 25 | $3.1B | $923.0M | ||
| Q2 25 | $3.1B | $1.0B | ||
| Q1 25 | $3.2B | $1.0B | ||
| Q4 24 | $3.2B | $1.1B | ||
| Q3 24 | $3.2B | $1.1B | ||
| Q2 24 | $3.2B | $1.2B |
股东权益PPCTHO
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $4.3B | ||
| Q3 25 | $3.5B | $4.3B | ||
| Q2 25 | $3.7B | $4.2B | ||
| Q1 25 | $3.1B | $4.0B | ||
| Q4 24 | $4.2B | $4.1B | ||
| Q3 24 | $4.2B | $4.1B | ||
| Q2 24 | $3.7B | $4.0B |
总资产PPCTHO
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $7.0B | ||
| Q3 25 | $10.0B | $7.1B | ||
| Q2 25 | $10.1B | $7.2B | ||
| Q1 25 | $11.0B | $6.7B | ||
| Q4 24 | $10.7B | $6.9B | ||
| Q3 24 | $10.7B | $7.0B | ||
| Q2 24 | $10.1B | $7.2B |
负债/权益比PPCTHO
| Q1 26 | 0.83× | — | ||
| Q4 25 | 0.84× | 0.21× | ||
| Q3 25 | 0.87× | 0.22× | ||
| Q2 25 | 0.83× | 0.24× | ||
| Q1 25 | 1.02× | 0.26× | ||
| Q4 24 | 0.76× | 0.27× | ||
| Q3 24 | 0.76× | 0.28× | ||
| Q2 24 | 0.85× | 0.31× |
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 | — | $-44.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-74.8M |
| 自由现金流率自由现金流/营收 | — | -3.1% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 现金转化率经营现金流/净利润 | — | -2.07× |
| 过去12个月自由现金流最近4个季度 | — | $375.1M |
8季度趋势，按日历期对齐
经营现金流PPCTHO
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $-44.9M | ||
| Q3 25 | $458.3M | $258.7M | ||
| Q2 25 | $495.2M | $257.7M | ||
| Q1 25 | $126.9M | $30.8M | ||
| Q4 24 | $349.3M | $30.7M | ||
| Q3 24 | $651.1M | $338.0M | ||
| Q2 24 | $718.6M | $251.7M |
自由现金流PPCTHO
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $-74.8M | ||
| Q3 25 | $275.9M | $221.6M | ||
| Q2 25 | $339.1M | $222.5M | ||
| Q1 25 | $28.1M | $5.8M | ||
| Q4 24 | $176.6M | $6.4M | ||
| Q3 24 | $565.3M | $301.3M | ||
| Q2 24 | $617.7M | $225.4M |
自由现金流率PPCTHO
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | -3.1% | ||
| Q3 25 | 5.8% | 8.8% | ||
| Q2 25 | 7.1% | 7.7% | ||
| Q1 25 | 0.6% | 0.3% | ||
| Q4 24 | 4.0% | 0.3% | ||
| Q3 24 | 12.3% | 11.9% | ||
| Q2 24 | 13.5% | 8.0% |
资本支出强度PPCTHO
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 1.3% | ||
| Q3 25 | 3.8% | 1.5% | ||
| Q2 25 | 3.3% | 1.2% | ||
| Q1 25 | 2.2% | 1.2% | ||
| Q4 24 | 4.0% | 1.1% | ||
| Q3 24 | 1.9% | 1.4% | ||
| Q2 24 | 2.2% | 0.9% |
现金转化率PPCTHO
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | -2.07× | ||
| Q3 25 | 1.34× | 2.06× | ||
| Q2 25 | 1.39× | 1.91× | ||
| Q1 25 | 0.43× | — | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.86× | 3.76× | ||
| Q2 24 | 2.20× | 2.20× |
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% |
THO
| Other | $417.1M | 17% |
| Travel Trailers | $403.6M | 17% |
| Motorcaravan | $391.9M | 16% |
| Fifth Wheels Towables | $306.9M | 13% |
| Classc Motorized | $297.2M | 12% |
| Campervan | $188.3M | 8% |
| Classa Motorized | $169.9M | 7% |
| Classb Motorized | $110.0M | 5% |
| Other Rv Related | $70.0M | 3% |
| Caravan | $34.3M | 1% |
