vs
PILGRIMS PRIDE CORP(PPC)与特灵科技(TT)财务数据对比。点击上方公司名可切换其他公司
特灵科技的季度营收约是PILGRIMS PRIDE CORP的1.1倍($5.0B vs $4.5B),特灵科技净利率更高(11.9% vs 2.2%,领先9.6%),特灵科技同比增速更快(6.0% vs 1.6%),过去两年PILGRIMS PRIDE CORP的营收复合增速更高(-0.3% vs -3.2%)
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。
特灵科技是一家注册地位于爱尔兰的企业,核心业务覆盖采暖、通风、空调及制冷系统领域。品牌历史可追溯至150多年前,历经多次并购与分拆:2008年暖通空调厂商特灵被美国工业工具制造商英格索兰收购,2020年工具业务分拆独立为英格索兰,剩余业务正式更名特灵科技。
PPC vs TT — 直观对比
营收规模更大
TT
是对方的1.1倍
$4.5B
营收增速更快
TT
高出4.4%
1.6%
净利率更高
TT
高出9.6%
2.2%
两年增速更快
PPC
近两年复合增速
-3.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.5B | $5.0B |
| 净利润 | $101.5M | $589.5M |
| 毛利率 | 7.6% | 165.2% |
| 营业利润率 | 3.6% | 15.6% |
| 净利率 | 2.2% | 11.9% |
| 营收同比 | 1.6% | 6.0% |
| 净利润同比 | — | -3.4% |
| 每股收益(稀释后) | $0.43 | — |
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
TT
| Q1 26 | $4.5B | $5.0B | ||
| Q4 25 | $4.5B | $5.1B | ||
| Q3 25 | $4.8B | $5.7B | ||
| Q2 25 | $4.8B | $5.7B | ||
| Q1 25 | $4.5B | $4.7B | ||
| Q4 24 | $4.4B | $4.9B | ||
| Q3 24 | $4.6B | $5.4B | ||
| Q2 24 | $4.6B | $5.3B |
净利润
PPC
TT
| Q1 26 | $101.5M | $589.5M | ||
| Q4 25 | $88.0M | $591.3M | ||
| Q3 25 | $342.8M | $847.6M | ||
| Q2 25 | $355.5M | $874.8M | ||
| Q1 25 | $296.0M | $604.9M | ||
| Q4 24 | $235.9M | $604.3M | ||
| Q3 24 | $349.9M | $772.0M | ||
| Q2 24 | $326.3M | $755.3M |
毛利率
PPC
TT
| Q1 26 | 7.6% | 165.2% | ||
| Q4 25 | 9.5% | — | ||
| Q3 25 | 13.9% | 36.9% | ||
| Q2 25 | 15.0% | 37.6% | ||
| Q1 25 | 12.4% | 35.8% | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 14.9% | 36.3% | ||
| Q2 24 | 15.2% | 36.5% |
营业利润率
PPC
TT
| Q1 26 | 3.6% | 15.6% | ||
| Q4 25 | 4.5% | 15.9% | ||
| Q3 25 | 10.4% | 20.3% | ||
| Q2 25 | 10.8% | 20.3% | ||
| Q1 25 | 9.1% | 17.5% | ||
| Q4 24 | 7.0% | 16.6% | ||
| Q3 24 | 11.1% | 18.8% | ||
| Q2 24 | 9.7% | 19.5% |
净利率
PPC
TT
| Q1 26 | 2.2% | 11.9% | ||
| Q4 25 | 1.9% | 11.5% | ||
| Q3 25 | 7.2% | 14.8% | ||
| Q2 25 | 7.5% | 15.2% | ||
| Q1 25 | 6.6% | 12.9% | ||
| Q4 24 | 5.4% | 12.4% | ||
| Q3 24 | 7.6% | 14.2% | ||
| Q2 24 | 7.2% | 14.2% |
每股收益(稀释后)
PPC
TT
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | $2.64 | ||
| Q3 25 | $1.44 | $3.78 | ||
| Q2 25 | $1.49 | $3.89 | ||
| Q1 25 | $1.24 | $2.67 | ||
| Q4 24 | $1.00 | $2.65 | ||
| Q3 24 | $1.47 | $3.39 | ||
| Q2 24 | $1.37 | $3.30 |
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 | $1.1B |
| 总债务越低越好 | $3.1B | $4.6B |
| 股东权益账面价值 | $3.7B | $8.6B |
| 总资产 | $10.2B | $22.8B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.54× |
8季度趋势,按日历期对齐
现金及短期投资
PPC
TT
| Q1 26 | $542.4M | $1.1B | ||
| Q4 25 | $640.2M | $1.8B | ||
| Q3 25 | $612.6M | — | ||
| Q2 25 | $849.0M | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | $1.6B | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.3B | — |
总债务
PPC
TT
| Q1 26 | $3.1B | $4.6B | ||
| Q4 25 | $3.1B | $4.6B | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $3.2B | $4.8B | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — |
股东权益
PPC
TT
| Q1 26 | $3.7B | $8.6B | ||
| Q4 25 | $3.7B | $8.6B | ||
| Q3 25 | $3.5B | $8.3B | ||
| Q2 25 | $3.7B | $7.8B | ||
| Q1 25 | $3.1B | $7.5B | ||
| Q4 24 | $4.2B | $7.5B | ||
| Q3 24 | $4.2B | $7.6B | ||
| Q2 24 | $3.7B | $6.9B |
总资产
PPC
TT
| Q1 26 | $10.2B | $22.8B | ||
| Q4 25 | $10.3B | $21.4B | ||
| Q3 25 | $10.0B | $21.4B | ||
| Q2 25 | $10.1B | $21.0B | ||
| Q1 25 | $11.0B | $20.1B | ||
| Q4 24 | $10.7B | $20.1B | ||
| Q3 24 | $10.7B | $20.9B | ||
| Q2 24 | $10.1B | $20.2B |
负债/权益比
PPC
TT
| Q1 26 | 0.83× | 0.54× | ||
| Q4 25 | 0.84× | 0.54× | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.83× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.76× | 0.64× | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $573.0M |
| 自由现金流率自由现金流/营收 | — | 11.5% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 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
TT
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $1.2B | ||
| Q3 25 | $458.3M | $1.0B | ||
| Q2 25 | $495.2M | $692.1M | ||
| Q1 25 | $126.9M | $339.5M | ||
| Q4 24 | $349.3M | $899.9M | ||
| Q3 24 | $651.1M | $1.3B | ||
| Q2 24 | $718.6M | $695.9M |
自由现金流
PPC
TT
| Q1 26 | — | $573.0M | ||
| Q4 25 | $10.0M | — | ||
| Q3 25 | $275.9M | $935.6M | ||
| Q2 25 | $339.1M | $602.2M | ||
| Q1 25 | $28.1M | $220.6M | ||
| Q4 24 | $176.6M | $774.3M | ||
| Q3 24 | $565.3M | $1.2B | ||
| Q2 24 | $617.7M | $623.0M |
自由现金流率
PPC
TT
| Q1 26 | — | 11.5% | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 5.8% | 16.3% | ||
| Q2 25 | 7.1% | 10.5% | ||
| Q1 25 | 0.6% | 4.7% | ||
| Q4 24 | 4.0% | 15.9% | ||
| Q3 24 | 12.3% | 22.3% | ||
| Q2 24 | 13.5% | 11.7% |
资本支出强度
PPC
TT
| Q1 26 | — | 1.6% | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 3.8% | 1.2% | ||
| Q2 25 | 3.3% | 1.6% | ||
| Q1 25 | 2.2% | 2.5% | ||
| Q4 24 | 4.0% | 2.6% | ||
| Q3 24 | 1.9% | 1.6% | ||
| Q2 24 | 2.2% | 1.4% |
现金转化率
PPC
TT
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 1.96× | ||
| Q3 25 | 1.34× | 1.18× | ||
| Q2 25 | 1.39× | 0.79× | ||
| Q1 25 | 0.43× | 0.56× | ||
| Q4 24 | 1.48× | 1.49× | ||
| Q3 24 | 1.86× | 1.69× | ||
| Q2 24 | 2.20× | 0.92× |
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% |
TT
| Americas | $4.0B | 80% |
| EMEA | $639.5M | 13% |
| Asia Pacific | $331.5M | 7% |