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PILGRIMS PRIDE CORP(PPC)与Universal Health Services(UHS)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Universal Health Services的1.0倍($4.5B vs $4.5B),Universal Health Services净利率更高(9.9% vs 2.2%,领先7.7%),Universal Health Services同比增速更快(9.1% vs 1.6%),过去两年Universal Health Services的营收复合增速更高(8.0% 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。
Universal Health Services(简称UHS)是美国财富500强企业,总部位于宾夕法尼亚州普鲁士王市,主营医院运营及各类医疗健康服务,2024年公布的总营收达158亿美元,在全球医疗服务领域具备较强的市场影响力。
PPC vs UHS — 直观对比
营收规模更大
PPC
是对方的1.0倍
$4.5B
营收增速更快
UHS
高出7.5%
1.6%
净利率更高
UHS
高出7.7%
2.2%
两年增速更快
UHS
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $4.5B | $4.5B |
| 净利润 | $101.5M | $445.9M |
| 毛利率 | 7.6% | — |
| 营业利润率 | 3.6% | 11.5% |
| 净利率 | 2.2% | 9.9% |
| 营收同比 | 1.6% | 9.1% |
| 净利润同比 | — | 34.2% |
| 每股收益(稀释后) | $0.43 | $7.01 |
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
UHS
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $4.5B | ||
| Q3 25 | $4.8B | $4.5B | ||
| Q2 25 | $4.8B | $4.3B | ||
| Q1 25 | $4.5B | $4.1B | ||
| Q4 24 | $4.4B | $4.1B | ||
| Q3 24 | $4.6B | $4.0B | ||
| Q2 24 | $4.6B | $3.9B |
净利润
PPC
UHS
| Q1 26 | $101.5M | — | ||
| Q4 25 | $88.0M | $445.9M | ||
| Q3 25 | $342.8M | $373.0M | ||
| Q2 25 | $355.5M | $353.2M | ||
| Q1 25 | $296.0M | $316.7M | ||
| Q4 24 | $235.9M | $332.4M | ||
| Q3 24 | $349.9M | $258.7M | ||
| Q2 24 | $326.3M | $289.2M |
毛利率
PPC
UHS
| 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
UHS
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 11.5% | ||
| Q3 25 | 10.4% | 11.6% | ||
| Q2 25 | 10.8% | 11.7% | ||
| Q1 25 | 9.1% | 11.1% | ||
| Q4 24 | 7.0% | 11.5% | ||
| Q3 24 | 11.1% | 9.7% | ||
| Q2 24 | 9.7% | 11.2% |
净利率
PPC
UHS
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 9.9% | ||
| Q3 25 | 7.2% | 8.3% | ||
| Q2 25 | 7.5% | 8.2% | ||
| Q1 25 | 6.6% | 7.7% | ||
| Q4 24 | 5.4% | 8.1% | ||
| Q3 24 | 7.6% | 6.5% | ||
| Q2 24 | 7.2% | 7.4% |
每股收益(稀释后)
PPC
UHS
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | $7.01 | ||
| Q3 25 | $1.44 | $5.86 | ||
| Q2 25 | $1.49 | $5.43 | ||
| Q1 25 | $1.24 | $4.80 | ||
| Q4 24 | $1.00 | $4.94 | ||
| Q3 24 | $1.47 | $3.80 | ||
| Q2 24 | $1.37 | $4.26 |
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 | $137.8M |
| 总债务越低越好 | $3.1B | $4.8B |
| 股东权益账面价值 | $3.7B | $7.3B |
| 总资产 | $10.2B | $15.5B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.65× |
8季度趋势,按日历期对齐
现金及短期投资
PPC
UHS
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | $137.8M | ||
| Q3 25 | $612.6M | $112.9M | ||
| Q2 25 | $849.0M | $137.6M | ||
| Q1 25 | $2.1B | $126.8M | ||
| Q4 24 | $2.0B | $126.0M | ||
| Q3 24 | $1.9B | $106.1M | ||
| Q2 24 | $1.3B | $128.8M |
总债务
PPC
UHS
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $4.8B | ||
| Q3 25 | $3.1B | $4.7B | ||
| Q2 25 | $3.1B | $4.6B | ||
| Q1 25 | $3.2B | $4.6B | ||
| Q4 24 | $3.2B | $4.5B | ||
| Q3 24 | $3.2B | $4.7B | ||
| Q2 24 | $3.2B | $4.5B |
股东权益
PPC
UHS
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $7.3B | ||
| Q3 25 | $3.5B | $7.2B | ||
| Q2 25 | $3.7B | $7.0B | ||
| Q1 25 | $3.1B | $6.8B | ||
| Q4 24 | $4.2B | $6.7B | ||
| Q3 24 | $4.2B | $6.6B | ||
| Q2 24 | $3.7B | $6.5B |
总资产
PPC
UHS
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $15.5B | ||
| Q3 25 | $10.0B | $15.3B | ||
| Q2 25 | $10.1B | $15.0B | ||
| Q1 25 | $11.0B | $14.9B | ||
| Q4 24 | $10.7B | $14.5B | ||
| Q3 24 | $10.7B | $14.4B | ||
| Q2 24 | $10.1B | $14.1B |
负债/权益比
PPC
UHS
| Q1 26 | 0.83× | — | ||
| Q4 25 | 0.84× | 0.65× | ||
| Q3 25 | 0.87× | 0.66× | ||
| Q2 25 | 0.83× | 0.65× | ||
| Q1 25 | 1.02× | 0.68× | ||
| Q4 24 | 0.76× | 0.68× | ||
| Q3 24 | 0.76× | 0.71× | ||
| Q2 24 | 0.85× | 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 | — | $574.7M |
| 自由现金流经营现金流 - 资本支出 | — | $293.5M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | — | 6.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $849.2M |
8季度趋势,按日历期对齐
经营现金流
PPC
UHS
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $574.7M | ||
| Q3 25 | $458.3M | $380.7M | ||
| Q2 25 | $495.2M | $549.0M | ||
| Q1 25 | $126.9M | $360.0M | ||
| Q4 24 | $349.3M | $658.4M | ||
| Q3 24 | $651.1M | $333.0M | ||
| Q2 24 | $718.6M | $679.3M |
自由现金流
PPC
UHS
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $293.5M | ||
| Q3 25 | $275.9M | $151.8M | ||
| Q2 25 | $339.1M | $283.0M | ||
| Q1 25 | $28.1M | $121.0M | ||
| Q4 24 | $176.6M | $412.5M | ||
| Q3 24 | $565.3M | $85.0M | ||
| Q2 24 | $617.7M | $437.9M |
自由现金流率
PPC
UHS
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 6.5% | ||
| Q3 25 | 5.8% | 3.4% | ||
| Q2 25 | 7.1% | 6.6% | ||
| Q1 25 | 0.6% | 3.0% | ||
| Q4 24 | 4.0% | 10.0% | ||
| Q3 24 | 12.3% | 2.1% | ||
| Q2 24 | 13.5% | 11.2% |
资本支出强度
PPC
UHS
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 6.3% | ||
| Q3 25 | 3.8% | 5.1% | ||
| Q2 25 | 3.3% | 6.2% | ||
| Q1 25 | 2.2% | 5.8% | ||
| Q4 24 | 4.0% | 6.0% | ||
| Q3 24 | 1.9% | 6.3% | ||
| Q2 24 | 2.2% | 6.2% |
现金转化率
PPC
UHS
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 1.29× | ||
| Q3 25 | 1.34× | 1.02× | ||
| Q2 25 | 1.39× | 1.55× | ||
| Q1 25 | 0.43× | 1.14× | ||
| Q4 24 | 1.48× | 1.98× | ||
| Q3 24 | 1.86× | 1.29× | ||
| Q2 24 | 2.20× | 2.35× |
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% |
UHS
| Behavioral Health Services | $1.9B | 43% |
| Managed Care | $835.5M | 19% |
| Managed Medicare | $422.2M | 9% |
| Medicare | $396.3M | 9% |
| Medicaid | $353.7M | 8% |
| UK Revenue | $262.9M | 6% |
| Managed Medicaid | $175.9M | 4% |
| Other Patient Revenue And Adjustments Net | $137.1M | 3% |