vs
PILGRIMS PRIDE CORP（PPC）与标普全球（VG）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是标普全球的1.0倍（$4.5B vs $4.4B），标普全球净利率更高（26.8% vs 1.9%，领先24.8%），标普全球同比增速更快（191.7% vs 3.3%），PILGRIMS PRIDE CORP自由现金流更多（$10.0M vs $-1.5B），过去两年标普全球的营收复合增速更高（77.3% 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。
标普全球是总部位于美国纽约曼哈顿的上市企业，核心业务涵盖金融信息与数据分析、能源及大宗商品情报服务，旗下拥有标普全球评级、标普全球能源、标普全球市场财智、印度信用评级机构CRISIL等子品牌，同时是标普道琼斯指数合资公司的控股股东。
PPC vs VG — 直观对比
营收规模更大
PPC
是对方的1.0倍
$4.4B
营收增速更快
VG
高出188.3%
3.3%
净利率更高
VG
高出24.8%
1.9%
自由现金流更多
PPC
多$1.5B
$-1.5B
两年增速更快
VG
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $4.4B |
| 净利润 | $88.0M | $1.2B |
| 毛利率 | 9.5% | — |
| 营业利润率 | 4.5% | 38.7% |
| 净利率 | 1.9% | 26.8% |
| 营收同比 | 3.3% | 191.7% |
| 净利润同比 | -62.7% | 20.3% |
| 每股收益（稀释后） | $0.37 | $0.41 |
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PPCVG
| Q4 25 | $4.5B | $4.4B | ||
| Q3 25 | $4.8B | $3.3B | ||
| Q2 25 | $4.8B | $3.1B | ||
| Q1 25 | $4.5B | $2.9B | ||
| Q4 24 | $4.4B | $1.5B | ||
| Q3 24 | $4.6B | $926.0M | ||
| Q2 24 | $4.6B | $1.1B | ||
| Q1 24 | $4.4B | $1.4B |
净利润PPCVG
| Q4 25 | $88.0M | $1.2B | ||
| Q3 25 | $342.8M | $550.0M | ||
| Q2 25 | $355.5M | $475.0M | ||
| Q1 25 | $296.0M | $517.0M | ||
| Q4 24 | $235.9M | $990.0M | ||
| Q3 24 | $349.9M | $-294.0M | ||
| Q2 24 | $326.3M | $352.0M | ||
| Q1 24 | $174.4M | $698.0M |
毛利率PPCVG
| 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PPCVG
| Q4 25 | 4.5% | 38.7% | ||
| Q3 25 | 10.4% | 39.7% | ||
| Q2 25 | 10.8% | 33.5% | ||
| Q1 25 | 9.1% | 37.3% | ||
| Q4 24 | 7.0% | 39.0% | ||
| Q3 24 | 11.1% | 20.4% | ||
| Q2 24 | 9.7% | 32.8% | ||
| Q1 24 | 5.7% | 43.6% |
净利率PPCVG
| Q4 25 | 1.9% | 26.8% | ||
| Q3 25 | 7.2% | 16.5% | ||
| Q2 25 | 7.5% | 15.3% | ||
| Q1 25 | 6.6% | 17.9% | ||
| Q4 24 | 5.4% | 65.0% | ||
| Q3 24 | 7.6% | -31.7% | ||
| Q2 24 | 7.2% | 31.8% | ||
| Q1 24 | 4.0% | 49.4% |
每股收益（稀释后）PPCVG
| Q4 25 | $0.37 | $0.41 | ||
| Q3 25 | $1.44 | $0.16 | ||
| Q2 25 | $1.49 | $0.14 | ||
| Q1 25 | $1.24 | $0.15 | ||
| Q4 24 | $1.00 | $0.35 | ||
| Q3 24 | $1.47 | $-0.15 | ||
| Q2 24 | $1.37 | $0.12 | ||
| Q1 24 | $0.73 | $0.25 |
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 | $2.4B |
| 总债务越低越好 | $3.1B | $34.2B |
| 股东权益账面价值 | $3.7B | $6.7B |
| 总资产 | $10.3B | $53.4B |
| 负债/权益比越低杠杆越低 | 0.84× | 5.07× |
8季度趋势，按日历期对齐
现金及短期投资PPCVG
| Q4 25 | $640.2M | $2.4B | ||
| Q3 25 | $612.6M | $1.9B | ||
| Q2 25 | $849.0M | $2.2B | ||
| Q1 25 | $2.1B | $3.6B | ||
| Q4 24 | $2.0B | $3.6B | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $870.8M | — |
总债务PPCVG
| Q4 25 | $3.1B | $34.2B | ||
| Q3 25 | $3.1B | $32.6B | ||
| Q2 25 | $3.1B | $30.0B | ||
| Q1 25 | $3.2B | $29.3B | ||
| Q4 24 | $3.2B | $29.3B | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — | ||
| Q1 24 | $3.3B | — |
股东权益PPCVG
| Q4 25 | $3.7B | $6.7B | ||
| Q3 25 | $3.5B | $5.7B | ||
| Q2 25 | $3.7B | $5.3B | ||
| Q1 25 | $3.1B | $4.9B | ||
| Q4 24 | $4.2B | $2.9B | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.5B | — |
总资产PPCVG
| Q4 25 | $10.3B | $53.4B | ||
| Q3 25 | $10.0B | $50.1B | ||
| Q2 25 | $10.1B | $46.5B | ||
| Q1 25 | $11.0B | $45.1B | ||
| Q4 24 | $10.7B | $43.5B | ||
| Q3 24 | $10.7B | — | ||
| Q2 24 | $10.1B | — | ||
| Q1 24 | $9.8B | — |
负债/权益比PPCVG
| Q4 25 | 0.84× | 5.07× | ||
| Q3 25 | 0.87× | 5.73× | ||
| Q2 25 | 0.83× | 5.69× | ||
| Q1 25 | 1.02× | 6.01× | ||
| Q4 24 | 0.76× | 10.11× | ||
| 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 | $2.1B |
| 自由现金流经营现金流 - 资本支出 | $10.0M | $-1.5B |
| 自由现金流率自由现金流/营收 | 0.2% | -34.1% |
| 资本支出强度资本支出/营收 | 6.2% | 81.6% |
| 现金转化率经营现金流/净利润 | 3.31× | 1.77× |
| 过去12个月自由现金流最近4个季度 | $653.1M | $-6.8B |
8季度趋势，按日历期对齐
经营现金流PPCVG
| Q4 25 | $291.2M | $2.1B | ||
| Q3 25 | $458.3M | $1.9B | ||
| Q2 25 | $495.2M | $1.5B | ||
| Q1 25 | $126.9M | $1.1B | ||
| Q4 24 | $349.3M | — | ||
| Q3 24 | $651.1M | — | ||
| Q2 24 | $718.6M | — | ||
| Q1 24 | $271.0M | $638.0M |
自由现金流PPCVG
| Q4 25 | $10.0M | $-1.5B | ||
| Q3 25 | $275.9M | $-1.4B | ||
| Q2 25 | $339.1M | $-1.5B | ||
| Q1 25 | $28.1M | $-2.4B | ||
| Q4 24 | $176.6M | — | ||
| Q3 24 | $565.3M | — | ||
| Q2 24 | $617.7M | — | ||
| Q1 24 | $171.9M | $-2.4B |
自由现金流率PPCVG
| Q4 25 | 0.2% | -34.1% | ||
| Q3 25 | 5.8% | -42.4% | ||
| Q2 25 | 7.1% | -49.1% | ||
| Q1 25 | 0.6% | -81.3% | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 13.5% | — | ||
| Q1 24 | 3.9% | -167.3% |
资本支出强度PPCVG
| Q4 25 | 6.2% | 81.6% | ||
| Q3 25 | 3.8% | 98.9% | ||
| Q2 25 | 3.3% | 96.1% | ||
| Q1 25 | 2.2% | 119.8% | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | 2.3% | 212.4% |
现金转化率PPCVG
| Q4 25 | 3.31× | 1.77× | ||
| Q3 25 | 1.34× | 3.42× | ||
| Q2 25 | 1.39× | 3.07× | ||
| Q1 25 | 0.43× | 2.15× | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 2.20× | — | ||
| Q1 24 | 1.55× | 0.91× |
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% |
VG
| Plaquemines Project Segment | $3.4B | 76% |
| Calcasieu Project Segment | $841.0M | 19% |
| Other | $208.0M | 5% |
