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PILGRIMS PRIDE CORP（PPC）与淡水河谷（VALE）财务数据对比。点击上方公司名可切换其他公司
淡水河谷的季度营收约是PILGRIMS PRIDE CORP的1.9倍（$8.8B vs $4.5B），淡水河谷净利率更高（24.3% vs 2.2%，领先22.0%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs -11.3%）
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。
淡水河谷是巴西跨国金属矿业集团，也是巴西大型物流运营商之一，为全球最大的铁矿石和镍生产商。其产品线还覆盖锰、铁合金、铜、铝土矿、钾肥、高岭土、钴等，同时运营水电站及铁路、船舶、港口组成的庞大物流网络保障产品运输。
PPC vs VALE — 直观对比
营收规模更大
VALE
是对方的1.9倍
$4.5B
营收增速更快
PPC
高出12.8%
-11.3%
净利率更高
VALE
高出22.0%
2.2%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $8.8B |
| 净利润 | $101.5M | $2.1B |
| 毛利率 | 7.6% | 30.9% |
| 营业利润率 | 3.6% | 22.8% |
| 净利率 | 2.2% | 24.3% |
| 营收同比 | 1.6% | -11.3% |
| 净利润同比 | — | -22.9% |
| 每股收益（稀释后） | $0.43 | $0.50 |
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PPCVALE
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $4.8B | $8.8B | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $4.4B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.6B | $9.9B |
净利润PPCVALE
| Q1 26 | $101.5M | — | ||
| Q4 25 | $88.0M | — | ||
| Q3 25 | $342.8M | — | ||
| Q2 25 | $355.5M | $2.1B | ||
| Q1 25 | $296.0M | — | ||
| Q4 24 | $235.9M | — | ||
| Q3 24 | $349.9M | — | ||
| Q2 24 | $326.3M | $2.8B |
毛利率PPCVALE
| Q1 26 | 7.6% | — | ||
| Q4 25 | 9.5% | — | ||
| Q3 25 | 13.9% | — | ||
| Q2 25 | 15.0% | 30.9% | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 14.9% | — | ||
| Q2 24 | 15.2% | 36.0% |
营业利润率PPCVALE
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | — | ||
| Q3 25 | 10.4% | — | ||
| Q2 25 | 10.8% | 22.8% | ||
| Q1 25 | 9.1% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 11.1% | — | ||
| Q2 24 | 9.7% | 39.1% |
净利率PPCVALE
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 7.2% | — | ||
| Q2 25 | 7.5% | 24.3% | ||
| Q1 25 | 6.6% | — | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 7.6% | — | ||
| Q2 24 | 7.2% | 27.9% |
每股收益（稀释后）PPCVALE
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | — | ||
| Q3 25 | $1.44 | — | ||
| Q2 25 | $1.49 | $0.50 | ||
| Q1 25 | $1.24 | — | ||
| Q4 24 | $1.00 | — | ||
| Q3 24 | $1.47 | — | ||
| Q2 24 | $1.37 | $0.65 |
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 | $5.5B |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | $40.5B |
| 总资产 | $10.2B | $90.4B |
| 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PPCVALE
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | — | ||
| Q3 25 | $612.6M | — | ||
| Q2 25 | $849.0M | $5.5B | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.3B | $6.5B |
总债务PPCVALE
| 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PPCVALE
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | — | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.7B | $40.5B | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $4.2B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $3.7B | $38.4B |
总资产PPCVALE
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | — | ||
| Q3 25 | $10.0B | — | ||
| Q2 25 | $10.1B | $90.4B | ||
| Q1 25 | $11.0B | — | ||
| Q4 24 | $10.7B | — | ||
| Q3 24 | $10.7B | — | ||
| Q2 24 | $10.1B | $86.6B |
负债/权益比PPCVALE
| 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× | — |
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% |
VALE
暂无分部数据
