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PILGRIMS PRIDE CORP（PPC）与福泰制药（VRTX）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是福泰制药的1.4倍（$4.5B vs $3.2B），福泰制药净利率更高（37.3% vs 2.2%，领先35.1%），福泰制药同比增速更快（9.5% vs 1.6%），过去两年福泰制药的营收复合增速更高（8.9% 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。
福泰制药是总部位于美国马萨诸塞州波士顿的生物制药企业，是全球首批明确采用理性药物设计策略、而非组合化学方法开发药物的生物技术公司之一。除波士顿总部外，公司还在加州圣迭戈、英国牛津郡米尔顿公园设有三处研发中心。
PPC vs VRTX — 直观对比
营收规模更大
PPC
是对方的1.4倍
$3.2B
营收增速更快
VRTX
高出8.0%
1.6%
净利率更高
VRTX
高出35.1%
2.2%
两年增速更快
VRTX
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $3.2B |
| 净利润 | $101.5M | $1.2B |
| 毛利率 | 7.6% | 85.4% |
| 营业利润率 | 3.6% | 37.8% |
| 净利率 | 2.2% | 37.3% |
| 营收同比 | 1.6% | 9.5% |
| 净利润同比 | — | 30.5% |
| 每股收益（稀释后） | $0.43 | $4.64 |
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PPCVRTX
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $3.2B | ||
| Q3 25 | $4.8B | $3.1B | ||
| Q2 25 | $4.8B | $3.0B | ||
| Q1 25 | $4.5B | $2.8B | ||
| Q4 24 | $4.4B | $2.9B | ||
| Q3 24 | $4.6B | $2.8B | ||
| Q2 24 | $4.6B | $2.6B |
净利润PPCVRTX
| Q1 26 | $101.5M | — | ||
| Q4 25 | $88.0M | $1.2B | ||
| Q3 25 | $342.8M | $1.1B | ||
| Q2 25 | $355.5M | $1.0B | ||
| Q1 25 | $296.0M | $646.3M | ||
| Q4 24 | $235.9M | $913.0M | ||
| Q3 24 | $349.9M | $1.0B | ||
| Q2 24 | $326.3M | $-3.6B |
毛利率PPCVRTX
| Q1 26 | 7.6% | — | ||
| Q4 25 | 9.5% | 85.4% | ||
| Q3 25 | 13.9% | 86.5% | ||
| Q2 25 | 15.0% | 86.3% | ||
| Q1 25 | 12.4% | 86.9% | ||
| Q4 24 | 12.7% | 85.5% | ||
| Q3 24 | 14.9% | 85.8% | ||
| Q2 24 | 15.2% | 85.9% |
营业利润率PPCVRTX
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 37.8% | ||
| Q3 25 | 10.4% | 38.6% | ||
| Q2 25 | 10.8% | 38.8% | ||
| Q1 25 | 9.1% | 22.7% | ||
| Q4 24 | 7.0% | 35.2% | ||
| Q3 24 | 11.1% | 40.3% | ||
| Q2 24 | 9.7% | -132.9% |
净利率PPCVRTX
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 37.3% | ||
| Q3 25 | 7.2% | 35.2% | ||
| Q2 25 | 7.5% | 34.8% | ||
| Q1 25 | 6.6% | 23.3% | ||
| Q4 24 | 5.4% | 31.4% | ||
| Q3 24 | 7.6% | 37.7% | ||
| Q2 24 | 7.2% | -135.8% |
每股收益（稀释后）PPCVRTX
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | $4.64 | ||
| Q3 25 | $1.44 | $4.20 | ||
| Q2 25 | $1.49 | $3.99 | ||
| Q1 25 | $1.24 | $2.49 | ||
| Q4 24 | $1.00 | $3.62 | ||
| Q3 24 | $1.47 | $4.01 | ||
| Q2 24 | $1.37 | $-13.92 |
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 | $6.6B |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | $18.7B |
| 总资产 | $10.2B | $25.6B |
| 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PPCVRTX
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | $6.6B | ||
| Q3 25 | $612.6M | $6.3B | ||
| Q2 25 | $849.0M | $6.4B | ||
| Q1 25 | $2.1B | $6.2B | ||
| Q4 24 | $2.0B | $6.1B | ||
| Q3 24 | $1.9B | $6.5B | ||
| Q2 24 | $1.3B | $5.8B |
总债务PPCVRTX
| 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PPCVRTX
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $18.7B | ||
| Q3 25 | $3.5B | $17.3B | ||
| Q2 25 | $3.7B | $17.2B | ||
| Q1 25 | $3.1B | $16.5B | ||
| Q4 24 | $4.2B | $16.4B | ||
| Q3 24 | $4.2B | $15.6B | ||
| Q2 24 | $3.7B | $14.8B |
总资产PPCVRTX
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $25.6B | ||
| Q3 25 | $10.0B | $24.9B | ||
| Q2 25 | $10.1B | $24.0B | ||
| Q1 25 | $11.0B | $22.9B | ||
| Q4 24 | $10.7B | $22.5B | ||
| Q3 24 | $10.7B | $22.2B | ||
| Q2 24 | $10.1B | $20.1B |
负债/权益比PPCVRTX
| 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× | — |
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 | — | $498.0M |
| 自由现金流经营现金流 - 资本支出 | — | $348.6M |
| 自由现金流率自由现金流/营收 | — | 10.9% |
| 资本支出强度资本支出/营收 | — | 4.7% |
| 现金转化率经营现金流/净利润 | — | 0.42× |
| 过去12个月自由现金流最近4个季度 | — | $3.2B |
8季度趋势，按日历期对齐
经营现金流PPCVRTX
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $498.0M | ||
| Q3 25 | $458.3M | $1.2B | ||
| Q2 25 | $495.2M | $1.1B | ||
| Q1 25 | $126.9M | $818.9M | ||
| Q4 24 | $349.3M | $584.6M | ||
| Q3 24 | $651.1M | $1.4B | ||
| Q2 24 | $718.6M | $-3.8B |
自由现金流PPCVRTX
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $348.6M | ||
| Q3 25 | $275.9M | $1.1B | ||
| Q2 25 | $339.1M | $927.4M | ||
| Q1 25 | $28.1M | $778.2M | ||
| Q4 24 | $176.6M | $492.0M | ||
| Q3 24 | $565.3M | $1.3B | ||
| Q2 24 | $617.7M | $-3.8B |
自由现金流率PPCVRTX
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 10.9% | ||
| Q3 25 | 5.8% | 37.0% | ||
| Q2 25 | 7.1% | 31.3% | ||
| Q1 25 | 0.6% | 28.1% | ||
| Q4 24 | 4.0% | 16.9% | ||
| Q3 24 | 12.3% | 47.0% | ||
| Q2 24 | 13.5% | -144.5% |
资本支出强度PPCVRTX
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 4.7% | ||
| Q3 25 | 3.8% | 3.3% | ||
| Q2 25 | 3.3% | 4.9% | ||
| Q1 25 | 2.2% | 1.5% | ||
| Q4 24 | 4.0% | 3.2% | ||
| Q3 24 | 1.9% | 2.4% | ||
| Q2 24 | 2.2% | 2.6% |
现金转化率PPCVRTX
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 0.42× | ||
| Q3 25 | 1.34× | 1.15× | ||
| Q2 25 | 1.39× | 1.04× | ||
| Q1 25 | 0.43× | 1.27× | ||
| Q4 24 | 1.48× | 0.64× | ||
| Q3 24 | 1.86× | 1.31× | ||
| Q2 24 | 2.20× | — |
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% |
VRTX
| TRIKAFTAKAFTRIO | $2.6B | 81% |
| ALYFTREK | $380.1M | 12% |
| Manufactured Product Other | $237.4M | 7% |
