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PILGRIMS PRIDE CORP（PPC）与Wayfair Inc.（W）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Wayfair Inc.的1.5倍（$4.5B vs $2.9B），PILGRIMS PRIDE CORP净利率更高（2.2% vs -3.6%，领先5.8%），Wayfair Inc.同比增速更快（7.4% vs 1.6%），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（-0.3% vs -3.0%）
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。
Wayfair Inc.是总部位于美国马萨诸塞州波士顿的电商企业，2002年成立，前身为CSN Stores，专注于家具及家居用品线上销售。目前平台提供来自全球11000余家供应商的1400万款商品，业务遍及北美、加拿大、德国、爱尔兰、中国、英国等国家和地区。
PPC vs W — 直观对比
营收规模更大
PPC
是对方的1.5倍
$2.9B
营收增速更快
W
高出5.8%
1.6%
净利率更高
PPC
高出5.8%
-3.6%
两年增速更快
PPC
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $2.9B |
| 净利润 | $101.5M | $-105.0M |
| 毛利率 | 7.6% | 30.0% |
| 营业利润率 | 3.6% | 69.6% |
| 净利率 | 2.2% | -3.6% |
| 营收同比 | 1.6% | 7.4% |
| 净利润同比 | — | 7.1% |
| 每股收益（稀释后） | $0.43 | $0.26 |
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PPCW
| Q1 26 | $4.5B | $2.9B | ||
| Q4 25 | $4.5B | $3.3B | ||
| Q3 25 | $4.8B | $3.1B | ||
| Q2 25 | $4.8B | $3.3B | ||
| Q1 25 | $4.5B | $2.7B | ||
| Q4 24 | $4.4B | $3.1B | ||
| Q3 24 | $4.6B | $2.9B | ||
| Q2 24 | $4.6B | $3.1B |
净利润PPCW
| Q1 26 | $101.5M | $-105.0M | ||
| Q4 25 | $88.0M | $-116.0M | ||
| Q3 25 | $342.8M | $-99.0M | ||
| Q2 25 | $355.5M | $15.0M | ||
| Q1 25 | $296.0M | $-113.0M | ||
| Q4 24 | $235.9M | $-128.0M | ||
| Q3 24 | $349.9M | $-74.0M | ||
| Q2 24 | $326.3M | $-42.0M |
毛利率PPCW
| Q1 26 | 7.6% | 30.0% | ||
| Q4 25 | 9.5% | 30.3% | ||
| Q3 25 | 13.9% | 30.0% | ||
| Q2 25 | 15.0% | 30.1% | ||
| Q1 25 | 12.4% | 30.7% | ||
| Q4 24 | 12.7% | 30.2% | ||
| Q3 24 | 14.9% | 30.3% | ||
| Q2 24 | 15.2% | 30.2% |
营业利润率PPCW
| Q1 26 | 3.6% | 69.6% | ||
| Q4 25 | 4.5% | 2.5% | ||
| Q3 25 | 10.4% | 1.2% | ||
| Q2 25 | 10.8% | 0.5% | ||
| Q1 25 | 9.1% | -4.5% | ||
| Q4 24 | 7.0% | -3.7% | ||
| Q3 24 | 11.1% | -2.6% | ||
| Q2 24 | 9.7% | -1.1% |
净利率PPCW
| Q1 26 | 2.2% | -3.6% | ||
| Q4 25 | 1.9% | -3.5% | ||
| Q3 25 | 7.2% | -3.2% | ||
| Q2 25 | 7.5% | 0.5% | ||
| Q1 25 | 6.6% | -4.1% | ||
| Q4 24 | 5.4% | -4.1% | ||
| Q3 24 | 7.6% | -2.6% | ||
| Q2 24 | 7.2% | -1.3% |
每股收益（稀释后）PPCW
| Q1 26 | $0.43 | $0.26 | ||
| Q4 25 | $0.37 | $-0.90 | ||
| Q3 25 | $1.44 | $-0.76 | ||
| Q2 25 | $1.49 | $0.11 | ||
| Q1 25 | $1.24 | $-0.89 | ||
| Q4 24 | $1.00 | $-1.01 | ||
| Q3 24 | $1.47 | $-0.60 | ||
| Q2 24 | $1.37 | $-0.34 |
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 | $1.1B |
| 总债务越低越好 | $3.1B | $2.9B |
| 股东权益账面价值 | $3.7B | — |
| 总资产 | $10.2B | $2.9B |
| 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PPCW
| Q1 26 | $542.4M | $1.1B | ||
| Q4 25 | $640.2M | $1.5B | ||
| Q3 25 | $612.6M | $1.2B | ||
| Q2 25 | $849.0M | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $1.9B | $1.3B | ||
| Q2 24 | $1.3B | $1.3B |
总债务PPCW
| Q1 26 | $3.1B | $2.9B | ||
| Q4 25 | $3.1B | $3.3B | ||
| Q3 25 | $3.1B | $2.9B | ||
| Q2 25 | $3.1B | $3.0B | ||
| Q1 25 | $3.2B | $3.2B | ||
| Q4 24 | $3.2B | $3.1B | ||
| Q3 24 | $3.2B | $3.2B | ||
| Q2 24 | $3.2B | $3.2B |
股东权益PPCW
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $-2.8B | ||
| Q3 25 | $3.5B | $-2.8B | ||
| Q2 25 | $3.7B | $-2.7B | ||
| Q1 25 | $3.1B | $-2.8B | ||
| Q4 24 | $4.2B | $-2.8B | ||
| Q3 24 | $4.2B | $-2.7B | ||
| Q2 24 | $3.7B | $-2.8B |
总资产PPCW
| Q1 26 | $10.2B | $2.9B | ||
| Q4 25 | $10.3B | $3.4B | ||
| Q3 25 | $10.0B | $3.1B | ||
| Q2 25 | $10.1B | $3.3B | ||
| Q1 25 | $11.0B | $3.4B | ||
| Q4 24 | $10.7B | $3.5B | ||
| Q3 24 | $10.7B | $3.4B | ||
| Q2 24 | $10.1B | $3.4B |
负债/权益比PPCW
| 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 | — | $-52.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-106.0M |
| 自由现金流率自由现金流/营收 | — | -3.6% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $459.0M |
8季度趋势，按日历期对齐
经营现金流PPCW
| Q1 26 | — | $-52.0M | ||
| Q4 25 | $291.2M | $202.0M | ||
| Q3 25 | $458.3M | $155.0M | ||
| Q2 25 | $495.2M | $273.0M | ||
| Q1 25 | $126.9M | $-96.0M | ||
| Q4 24 | $349.3M | $162.0M | ||
| Q3 24 | $651.1M | $49.0M | ||
| Q2 24 | $718.6M | $245.0M |
自由现金流PPCW
| Q1 26 | — | $-106.0M | ||
| Q4 25 | $10.0M | $177.0M | ||
| Q3 25 | $275.9M | $128.0M | ||
| Q2 25 | $339.1M | $260.0M | ||
| Q1 25 | $28.1M | $-101.0M | ||
| Q4 24 | $176.6M | $142.0M | ||
| Q3 24 | $565.3M | $32.0M | ||
| Q2 24 | $617.7M | $222.0M |
自由现金流率PPCW
| Q1 26 | — | -3.6% | ||
| Q4 25 | 0.2% | 5.3% | ||
| Q3 25 | 5.8% | 4.1% | ||
| Q2 25 | 7.1% | 7.9% | ||
| Q1 25 | 0.6% | -3.7% | ||
| Q4 24 | 4.0% | 4.5% | ||
| Q3 24 | 12.3% | 1.1% | ||
| Q2 24 | 13.5% | 7.1% |
资本支出强度PPCW
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 0.7% | ||
| Q3 25 | 3.8% | 0.9% | ||
| Q2 25 | 3.3% | 0.4% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 4.0% | 0.6% | ||
| Q3 24 | 1.9% | 0.6% | ||
| Q2 24 | 2.2% | 0.7% |
现金转化率PPCW
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | — | ||
| Q3 25 | 1.34× | — | ||
| Q2 25 | 1.39× | 18.20× | ||
| Q1 25 | 0.43× | — | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.86× | — | ||
| 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% |
W
暂无分部数据
