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PILGRIMS PRIDE CORP（PPC）与Toll Brothers, Inc.（TOL）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Toll Brothers, Inc.的1.3倍（$4.5B vs $3.4B），Toll Brothers, Inc.净利率更高（13.0% vs 2.2%，领先10.8%），Toll Brothers, Inc.同比增速更快（2.7% vs 1.6%），过去两年Toll Brothers, Inc.的营收复合增速更高（32.6% 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。
Toll Brothers, Inc.是美国知名住宅建造企业，业务涵盖美国境内住宅及商业地产的开发、营销与融资服务。2020年按住宅建造营收统计，该公司为全美第五大房屋建造商，位列《财富》美国500强第411位。
PPC vs TOL — 直观对比
营收规模更大
PPC
是对方的1.3倍
$3.4B
营收增速更快
TOL
高出1.1%
1.6%
净利率更高
TOL
高出10.8%
2.2%
两年增速更快
TOL
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $3.4B |
| 净利润 | $101.5M | $446.7M |
| 毛利率 | 7.6% | 24.8% |
| 营业利润率 | 3.6% | 16.5% |
| 净利率 | 2.2% | 13.0% |
| 营收同比 | 1.6% | 2.7% |
| 净利润同比 | — | -6.0% |
| 每股收益（稀释后） | $0.43 | $4.51 |
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PPCTOL
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $3.4B | ||
| Q3 25 | $4.8B | $2.9B | ||
| Q2 25 | $4.8B | $2.7B | ||
| Q1 25 | $4.5B | $1.9B | ||
| Q4 24 | $4.4B | $3.3B | ||
| Q3 24 | $4.6B | $2.7B | ||
| Q2 24 | $4.6B | $2.8B |
净利润PPCTOL
| Q1 26 | $101.5M | — | ||
| Q4 25 | $88.0M | $446.7M | ||
| Q3 25 | $342.8M | $369.6M | ||
| Q2 25 | $355.5M | $352.4M | ||
| Q1 25 | $296.0M | $177.7M | ||
| Q4 24 | $235.9M | $475.4M | ||
| Q3 24 | $349.9M | $374.6M | ||
| Q2 24 | $326.3M | $481.6M |
毛利率PPCTOL
| Q1 26 | 7.6% | — | ||
| Q4 25 | 9.5% | 24.8% | ||
| Q3 25 | 13.9% | 25.2% | ||
| Q2 25 | 15.0% | 25.8% | ||
| Q1 25 | 12.4% | 24.7% | ||
| Q4 24 | 12.7% | 26.4% | ||
| Q3 24 | 14.9% | 27.2% | ||
| Q2 24 | 15.2% | 30.4% |
营业利润率PPCTOL
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 16.5% | ||
| Q3 25 | 10.4% | 16.6% | ||
| Q2 25 | 10.8% | 16.4% | ||
| Q1 25 | 9.1% | 11.8% | ||
| Q4 24 | 7.0% | 18.3% | ||
| Q3 24 | 11.1% | 18.2% | ||
| Q2 24 | 9.7% | 22.0% |
净利率PPCTOL
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 13.0% | ||
| Q3 25 | 7.2% | 12.6% | ||
| Q2 25 | 7.5% | 12.9% | ||
| Q1 25 | 6.6% | 9.6% | ||
| Q4 24 | 5.4% | 14.3% | ||
| Q3 24 | 7.6% | 13.7% | ||
| Q2 24 | 7.2% | 17.0% |
每股收益（稀释后）PPCTOL
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | $4.51 | ||
| Q3 25 | $1.44 | $3.73 | ||
| Q2 25 | $1.49 | $3.50 | ||
| Q1 25 | $1.24 | $1.75 | ||
| Q4 24 | $1.00 | $4.61 | ||
| Q3 24 | $1.47 | $3.60 | ||
| Q2 24 | $1.37 | $4.55 |
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 | $1.3B |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | $8.3B |
| 总资产 | $10.2B | $14.5B |
| 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PPCTOL
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | $1.3B | ||
| Q3 25 | $612.6M | $852.3M | ||
| Q2 25 | $849.0M | $686.5M | ||
| Q1 25 | $2.1B | $574.8M | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $1.9B | $893.4M | ||
| Q2 24 | $1.3B | $1.0B |
总债务PPCTOL
| 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PPCTOL
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $8.3B | ||
| Q3 25 | $3.5B | $8.1B | ||
| Q2 25 | $3.7B | $7.9B | ||
| Q1 25 | $3.1B | $7.8B | ||
| Q4 24 | $4.2B | $7.7B | ||
| Q3 24 | $4.2B | $7.4B | ||
| Q2 24 | $3.7B | $7.3B |
总资产PPCTOL
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $14.5B | ||
| Q3 25 | $10.0B | $14.4B | ||
| Q2 25 | $10.1B | $14.2B | ||
| Q1 25 | $11.0B | $13.6B | ||
| Q4 24 | $10.7B | $13.4B | ||
| Q3 24 | $10.7B | $13.4B | ||
| Q2 24 | $10.1B | $13.3B |
负债/权益比PPCTOL
| 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 | — | $800.0M |
| 自由现金流经营现金流 - 资本支出 | — | $772.2M |
| 自由现金流率自由现金流/营收 | — | 22.6% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.79× |
| 过去12个月自由现金流最近4个季度 | — | $1.0B |
8季度趋势，按日历期对齐
经营现金流PPCTOL
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $800.0M | ||
| Q3 25 | $458.3M | $370.3M | ||
| Q2 25 | $495.2M | $362.8M | ||
| Q1 25 | $126.9M | $-420.8M | ||
| Q4 24 | $349.3M | $682.5M | ||
| Q3 24 | $651.1M | $175.6M | ||
| Q2 24 | $718.6M | $459.0M |
自由现金流PPCTOL
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $772.2M | ||
| Q3 25 | $275.9M | $344.9M | ||
| Q2 25 | $339.1M | $347.3M | ||
| Q1 25 | $28.1M | $-438.1M | ||
| Q4 24 | $176.6M | $664.3M | ||
| Q3 24 | $565.3M | $149.9M | ||
| Q2 24 | $617.7M | $442.9M |
自由现金流率PPCTOL
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 22.6% | ||
| Q3 25 | 5.8% | 11.7% | ||
| Q2 25 | 7.1% | 12.7% | ||
| Q1 25 | 0.6% | -23.6% | ||
| Q4 24 | 4.0% | 19.9% | ||
| Q3 24 | 12.3% | 5.5% | ||
| Q2 24 | 13.5% | 15.6% |
资本支出强度PPCTOL
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 0.8% | ||
| Q3 25 | 3.8% | 0.9% | ||
| Q2 25 | 3.3% | 0.6% | ||
| Q1 25 | 2.2% | 0.9% | ||
| Q4 24 | 4.0% | 0.5% | ||
| Q3 24 | 1.9% | 0.9% | ||
| Q2 24 | 2.2% | 0.6% |
现金转化率PPCTOL
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 1.79× | ||
| Q3 25 | 1.34× | 1.00× | ||
| Q2 25 | 1.39× | 1.03× | ||
| Q1 25 | 0.43× | -2.37× | ||
| Q4 24 | 1.48× | 1.44× | ||
| Q3 24 | 1.86× | 0.47× | ||
| Q2 24 | 2.20× | 0.95× |
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% |
TOL
| Home Building | $3.4B | 100% |
| Land | $9.4M | 0% |
