vs
PILGRIMS PRIDE CORP（PPC）与United Rentals（URI）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United Rentals的1.1倍（$4.5B vs $4.0B），United Rentals净利率更高（13.3% vs 1.9%，领先11.4%），United Rentals同比增速更快（7.2% vs 3.3%），United Rentals自由现金流更多（$1.1B vs $10.0M），过去两年United Rentals的营收复合增速更高（114.0% vs 1.8%）
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。
United Rentals是美国设备租赁企业，2022年占据北美市场约16%的份额。截至2025年，该公司拥有全球规模最大的租赁车队，覆盖约4800类设备，原始设备成本总计约205.9亿美元，在全球共设1625个营业网点，业务覆盖北美、欧洲、澳大利亚及新西兰。
PPC vs URI — 直观对比
营收规模更大
PPC
是对方的1.1倍
$4.0B
营收增速更快
URI
高出3.8%
3.3%
净利率更高
URI
高出11.4%
1.9%
自由现金流更多
URI
多$1.0B
$10.0M
两年增速更快
URI
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $4.0B |
| 净利润 | $88.0M | $531.0M |
| 毛利率 | 9.5% | 36.9% |
| 营业利润率 | 4.5% | 21.8% |
| 净利率 | 1.9% | 13.3% |
| 营收同比 | 3.3% | 7.2% |
| 净利润同比 | -62.7% | 2.5% |
| 每股收益（稀释后） | $0.37 | $8.43 |
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PPCURI
| Q1 26 | — | $4.0B | ||
| Q4 25 | $4.5B | $992.0M | ||
| Q3 25 | $4.8B | $938.0M | ||
| Q2 25 | $4.8B | $872.0M | ||
| Q1 25 | $4.5B | $893.0M | ||
| Q4 24 | $4.4B | $1.0B | ||
| Q3 24 | $4.6B | $874.0M | ||
| Q2 24 | $4.6B | $870.0M |
净利润PPCURI
| Q1 26 | — | $531.0M | ||
| Q4 25 | $88.0M | $653.0M | ||
| Q3 25 | $342.8M | $701.0M | ||
| Q2 25 | $355.5M | $622.0M | ||
| Q1 25 | $296.0M | $518.0M | ||
| Q4 24 | $235.9M | $689.0M | ||
| Q3 24 | $349.9M | $708.0M | ||
| Q2 24 | $326.3M | $636.0M |
毛利率PPCURI
| Q1 26 | — | 36.9% | ||
| 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PPCURI
| Q1 26 | — | 21.8% | ||
| Q4 25 | 4.5% | — | ||
| Q3 25 | 10.4% | — | ||
| Q2 25 | 10.8% | — | ||
| Q1 25 | 9.1% | 90.0% | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 11.1% | — | ||
| Q2 24 | 9.7% | — |
净利率PPCURI
| Q1 26 | — | 13.3% | ||
| Q4 25 | 1.9% | 65.8% | ||
| Q3 25 | 7.2% | 74.7% | ||
| Q2 25 | 7.5% | 71.3% | ||
| Q1 25 | 6.6% | 58.0% | ||
| Q4 24 | 5.4% | 67.6% | ||
| Q3 24 | 7.6% | 81.0% | ||
| Q2 24 | 7.2% | 73.1% |
每股收益（稀释后）PPCURI
| Q1 26 | — | $8.43 | ||
| Q4 25 | $0.37 | $10.20 | ||
| Q3 25 | $1.44 | $10.91 | ||
| Q2 25 | $1.49 | $9.59 | ||
| Q1 25 | $1.24 | $7.91 | ||
| Q4 24 | $1.00 | $10.41 | ||
| Q3 24 | $1.47 | $10.70 | ||
| Q2 24 | $1.37 | $9.54 |
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 | $640.2M | $156.0M |
| 总债务越低越好 | $3.1B | $13.9B |
| 股东权益账面价值 | $3.7B | $9.0B |
| 总资产 | $10.3B | $29.9B |
| 负债/权益比越低杠杆越低 | 0.84× | 1.55× |
8季度趋势，按日历期对齐
现金及短期投资PPCURI
| Q1 26 | — | $156.0M | ||
| Q4 25 | $640.2M | $459.0M | ||
| Q3 25 | $612.6M | $512.0M | ||
| Q2 25 | $849.0M | $548.0M | ||
| Q1 25 | $2.1B | $542.0M | ||
| Q4 24 | $2.0B | $457.0M | ||
| Q3 24 | $1.9B | $479.0M | ||
| Q2 24 | $1.3B | $467.0M |
总债务PPCURI
| Q1 26 | — | $13.9B | ||
| Q4 25 | $3.1B | $12.7B | ||
| Q3 25 | $3.1B | $12.6B | ||
| Q2 25 | $3.1B | $12.1B | ||
| Q1 25 | $3.2B | $11.5B | ||
| Q4 24 | $3.2B | $12.2B | ||
| Q3 24 | $3.2B | $11.9B | ||
| Q2 24 | $3.2B | $11.5B |
股东权益PPCURI
| Q1 26 | — | $9.0B | ||
| Q4 25 | $3.7B | $9.0B | ||
| Q3 25 | $3.5B | $9.0B | ||
| Q2 25 | $3.7B | $9.0B | ||
| Q1 25 | $3.1B | $8.8B | ||
| Q4 24 | $4.2B | $8.6B | ||
| Q3 24 | $4.2B | $8.6B | ||
| Q2 24 | $3.7B | $8.3B |
总资产PPCURI
| Q1 26 | — | $29.9B | ||
| Q4 25 | $10.3B | $29.9B | ||
| Q3 25 | $10.0B | $30.1B | ||
| Q2 25 | $10.1B | $29.2B | ||
| Q1 25 | $11.0B | $28.1B | ||
| Q4 24 | $10.7B | $28.2B | ||
| Q3 24 | $10.7B | $28.4B | ||
| Q2 24 | $10.1B | $27.6B |
负债/权益比PPCURI
| Q1 26 | — | 1.55× | ||
| Q4 25 | 0.84× | 1.41× | ||
| Q3 25 | 0.87× | 1.40× | ||
| Q2 25 | 0.83× | 1.34× | ||
| Q1 25 | 1.02× | 1.31× | ||
| Q4 24 | 0.76× | 1.42× | ||
| Q3 24 | 0.76× | 1.38× | ||
| Q2 24 | 0.85× | 1.39× |
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 | $291.2M | $1.5B |
| 自由现金流经营现金流 - 资本支出 | $10.0M | $1.1B |
| 自由现金流率自由现金流/营收 | 0.2% | 26.4% |
| 资本支出强度资本支出/营收 | 6.2% | — |
| 现金转化率经营现金流/净利润 | 3.31× | 2.85× |
| 过去12个月自由现金流最近4个季度 | $653.1M | — |
8季度趋势，按日历期对齐
经营现金流PPCURI
| Q1 26 | — | $1.5B | ||
| Q4 25 | $291.2M | $1.3B | ||
| Q3 25 | $458.3M | $1.2B | ||
| Q2 25 | $495.2M | $1.3B | ||
| Q1 25 | $126.9M | $1.4B | ||
| Q4 24 | $349.3M | $1.0B | ||
| Q3 24 | $651.1M | $1.2B | ||
| Q2 24 | $718.6M | $1.3B |
自由现金流PPCURI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $10.0M | — | ||
| Q3 25 | $275.9M | — | ||
| Q2 25 | $339.1M | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $176.6M | $471.0M | ||
| Q3 24 | $565.3M | $-168.0M | ||
| Q2 24 | $617.7M | $-263.0M |
自由现金流率PPCURI
| Q1 26 | — | 26.4% | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 4.0% | 46.2% | ||
| Q3 24 | 12.3% | -19.2% | ||
| Q2 24 | 13.5% | -30.2% |
资本支出强度PPCURI
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 4.0% | 56.6% | ||
| Q3 24 | 1.9% | 157.0% | ||
| Q2 24 | 2.2% | 175.6% |
现金转化率PPCURI
| Q1 26 | — | 2.85× | ||
| Q4 25 | 3.31× | 1.92× | ||
| Q3 25 | 1.34× | 1.68× | ||
| Q2 25 | 1.39× | 2.14× | ||
| Q1 25 | 0.43× | 2.75× | ||
| Q4 24 | 1.48× | 1.52× | ||
| Q3 24 | 1.86× | 1.70× | ||
| Q2 24 | 2.20× | 1.99× |
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
| Retail | $1.5B | 33% |
| Europe Reportable Segment | $1.4B | 31% |
| Food Service | $889.2M | 20% |
| Prepared Product | $332.8M | 7% |
| Product Export | $122.7M | 3% |
| Other Sales Channel | $96.0M | 2% |
| Other Product And Service | $79.7M | 2% |
| Related Party | $21.7M | 0% |
| Seara Meats B.V. | $18.9M | 0% |
| Penasul UKLTD | $10.3M | 0% |
| JBSUSA Food Company | $5.4M | 0% |
URI
| Equipment rentals | $3.4B | 86% |
| Sales of rental equipment | $350.0M | 9% |
| Service and other revenues | $92.0M | 2% |
| Sales of new equipment | $84.0M | 2% |
| Contractor supplies sales | $40.0M | 1% |
