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PILGRIMS PRIDE CORP（PPC）与美国合众银行（USB）财务数据对比。点击上方公司名可切换其他公司
美国合众银行的季度营收约是PILGRIMS PRIDE CORP的1.6倍（$7.4B vs $4.5B），美国合众银行净利率更高（27.8% vs 1.9%，领先25.8%），美国合众银行同比增速更快（5.1% vs 3.3%），过去两年美国合众银行的营收复合增速更高（4.7% 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。
美国合众银行是美国跨国银行机构，总部位于明尼苏达州明尼阿波利斯，在特拉华州注册成立。截至2025年为美国第五大银行，也是美国中西部规模最大的银行，被金融稳定委员会认定为系统重要性机构，旗下核心运营主体提供银行、投资、按揭等多元金融服务。
PPC vs USB — 直观对比
营收规模更大
USB
是对方的1.6倍
$4.5B
营收增速更快
USB
高出1.7%
3.3%
净利率更高
USB
高出25.8%
1.9%
两年增速更快
USB
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $7.4B |
| 净利润 | $88.0M | $2.0B |
| 毛利率 | 9.5% | — |
| 营业利润率 | 4.5% | 34.4% |
| 净利率 | 1.9% | 27.8% |
| 营收同比 | 3.3% | 5.1% |
| 净利润同比 | -62.7% | 23.0% |
| 每股收益（稀释后） | $0.37 | $1.26 |
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PPCUSB
| Q4 25 | $4.5B | $7.4B | ||
| Q3 25 | $4.8B | $7.3B | ||
| Q2 25 | $4.8B | $7.0B | ||
| Q1 25 | $4.5B | $7.0B | ||
| Q4 24 | $4.4B | $7.0B | ||
| Q3 24 | $4.6B | $6.9B | ||
| Q2 24 | $4.6B | $6.9B | ||
| Q1 24 | $4.4B | $6.7B |
净利润PPCUSB
| Q4 25 | $88.0M | $2.0B | ||
| Q3 25 | $342.8M | $2.0B | ||
| Q2 25 | $355.5M | $1.8B | ||
| Q1 25 | $296.0M | $1.7B | ||
| Q4 24 | $235.9M | $1.7B | ||
| Q3 24 | $349.9M | $1.7B | ||
| Q2 24 | $326.3M | $1.6B | ||
| Q1 24 | $174.4M | $1.3B |
毛利率PPCUSB
| 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% | — | ||
| Q1 24 | 8.8% | — |
营业利润率PPCUSB
| Q4 25 | 4.5% | 34.4% | ||
| Q3 25 | 10.4% | 34.5% | ||
| Q2 25 | 10.8% | 32.7% | ||
| Q1 25 | 9.1% | 31.0% | ||
| Q4 24 | 7.0% | 30.1% | ||
| Q3 24 | 11.1% | 30.2% | ||
| Q2 24 | 9.7% | 29.9% | ||
| Q1 24 | 5.7% | 24.9% |
净利率PPCUSB
| Q4 25 | 1.9% | 27.8% | ||
| Q3 25 | 7.2% | 27.3% | ||
| Q2 25 | 7.5% | 25.9% | ||
| Q1 25 | 6.6% | 24.6% | ||
| Q4 24 | 5.4% | 23.7% | ||
| Q3 24 | 7.6% | 25.0% | ||
| Q2 24 | 7.2% | 23.3% | ||
| Q1 24 | 4.0% | 19.6% |
每股收益（稀释后）PPCUSB
| Q4 25 | $0.37 | $1.26 | ||
| Q3 25 | $1.44 | $1.22 | ||
| Q2 25 | $1.49 | $1.11 | ||
| Q1 25 | $1.24 | $1.03 | ||
| Q4 24 | $1.00 | $1.01 | ||
| Q3 24 | $1.47 | $1.03 | ||
| Q2 24 | $1.37 | $0.97 | ||
| Q1 24 | $0.73 | $0.78 |
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 | — |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | $65.2B |
| 总资产 | $10.3B | $692.3B |
| 负债/权益比越低杠杆越低 | 0.84× | — |
8季度趋势，按日历期对齐
现金及短期投资PPCUSB
| Q4 25 | $640.2M | — | ||
| Q3 25 | $612.6M | — | ||
| Q2 25 | $849.0M | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $870.8M | — |
总债务PPCUSB
| 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 | — | ||
| Q1 24 | $3.3B | — |
股东权益PPCUSB
| Q4 25 | $3.7B | $65.2B | ||
| Q3 25 | $3.5B | $63.3B | ||
| Q2 25 | $3.7B | $61.4B | ||
| Q1 25 | $3.1B | $60.1B | ||
| Q4 24 | $4.2B | $58.6B | ||
| Q3 24 | $4.2B | $58.9B | ||
| Q2 24 | $3.7B | $56.4B | ||
| Q1 24 | $3.5B | $55.6B |
总资产PPCUSB
| Q4 25 | $10.3B | $692.3B | ||
| Q3 25 | $10.0B | $695.4B | ||
| Q2 25 | $10.1B | $686.4B | ||
| Q1 25 | $11.0B | $676.5B | ||
| Q4 24 | $10.7B | $678.3B | ||
| Q3 24 | $10.7B | $686.5B | ||
| Q2 24 | $10.1B | $680.1B | ||
| Q1 24 | $9.8B | $683.6B |
负债/权益比PPCUSB
| 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× | — | ||
| Q1 24 | 0.96× | — |
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 | $2.8B |
| 自由现金流经营现金流 - 资本支出 | $10.0M | — |
| 自由现金流率自由现金流/营收 | 0.2% | — |
| 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× | 1.39× |
| 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PPCUSB
| Q4 25 | $291.2M | $2.8B | ||
| Q3 25 | $458.3M | $3.4B | ||
| Q2 25 | $495.2M | $2.0B | ||
| Q1 25 | $126.9M | $-285.0M | ||
| Q4 24 | $349.3M | $4.8B | ||
| Q3 24 | $651.1M | $972.0M | ||
| Q2 24 | $718.6M | $2.9B | ||
| Q1 24 | $271.0M | $2.7B |
自由现金流PPCUSB
| Q4 25 | $10.0M | — | ||
| Q3 25 | $275.9M | — | ||
| Q2 25 | $339.1M | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $176.6M | — | ||
| Q3 24 | $565.3M | — | ||
| Q2 24 | $617.7M | — | ||
| Q1 24 | $171.9M | — |
自由现金流率PPCUSB
| Q4 25 | 0.2% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 13.5% | — | ||
| Q1 24 | 3.9% | — |
资本支出强度PPCUSB
| Q4 25 | 6.2% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | 2.3% | — |
现金转化率PPCUSB
| Q4 25 | 3.31× | 1.39× | ||
| Q3 25 | 1.34× | 1.69× | ||
| Q2 25 | 1.39× | 1.12× | ||
| Q1 25 | 0.43× | -0.17× | ||
| Q4 24 | 1.48× | 2.87× | ||
| Q3 24 | 1.86× | 0.57× | ||
| Q2 24 | 2.20× | 1.79× | ||
| Q1 24 | 1.55× | 2.02× |
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% |
USB
暂无分部数据
