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PILGRIMS PRIDE CORP(PPC)与Waste Connections, Inc.(WCN)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Waste Connections, Inc.的1.9倍($4.5B vs $2.4B),Waste Connections, Inc.净利率更高(9.3% vs 2.2%,领先7.0%),Waste Connections, Inc.同比增速更快(6.4% vs 1.6%),过去两年Waste Connections, Inc.的营收复合增速更高(2.7% 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。
Waste Connections, Inc.是北美综合废弃物服务企业,总部位于美国得克萨斯州伍德兰兹,业务范围覆盖美国与加拿大,主营固体废弃物的收集、转运、处理及回收服务,是北美第三大废弃物管理企业。
PPC vs WCN — 直观对比
营收规模更大
PPC
是对方的1.9倍
$2.4B
营收增速更快
WCN
高出4.8%
1.6%
净利率更高
WCN
高出7.0%
2.2%
两年增速更快
WCN
近两年复合增速
-0.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.5B | $2.4B |
| 净利润 | $101.5M | $219.3M |
| 毛利率 | 7.6% | — |
| 营业利润率 | 3.6% | 15.4% |
| 净利率 | 2.2% | 9.3% |
| 营收同比 | 1.6% | 6.4% |
| 净利润同比 | — | -9.2% |
| 每股收益(稀释后) | $0.43 | $0.86 |
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
PPC
WCN
| Q1 26 | $4.5B | $2.4B | ||
| Q4 25 | $4.5B | $2.4B | ||
| Q3 25 | $4.8B | $2.5B | ||
| Q2 25 | $4.8B | $2.4B | ||
| Q1 25 | $4.5B | $2.2B | ||
| Q4 24 | $4.4B | $2.3B | ||
| Q3 24 | $4.6B | $2.3B | ||
| Q2 24 | $4.6B | $2.2B |
净利润
PPC
WCN
| Q1 26 | $101.5M | $219.3M | ||
| Q4 25 | $88.0M | $258.5M | ||
| Q3 25 | $342.8M | $286.3M | ||
| Q2 25 | $355.5M | $290.3M | ||
| Q1 25 | $296.0M | $241.5M | ||
| Q4 24 | $235.9M | $-196.0M | ||
| Q3 24 | $349.9M | $308.0M | ||
| Q2 24 | $326.3M | $275.5M |
毛利率
PPC
WCN
| Q1 26 | 7.6% | — | ||
| Q4 25 | 9.5% | 42.5% | ||
| Q3 25 | 13.9% | 42.8% | ||
| Q2 25 | 15.0% | 42.1% | ||
| Q1 25 | 12.4% | 42.0% | ||
| Q4 24 | 12.7% | 41.4% | ||
| Q3 24 | 14.9% | 42.5% | ||
| Q2 24 | 15.2% | 42.1% |
营业利润率
PPC
WCN
| Q1 26 | 3.6% | 15.4% | ||
| Q4 25 | 4.5% | 17.7% | ||
| Q3 25 | 10.4% | 17.9% | ||
| Q2 25 | 10.8% | 19.1% | ||
| Q1 25 | 9.1% | 17.5% | ||
| Q4 24 | 7.0% | -8.8% | ||
| Q3 24 | 11.1% | 20.3% | ||
| Q2 24 | 9.7% | 18.9% |
净利率
PPC
WCN
| Q1 26 | 2.2% | 9.3% | ||
| Q4 25 | 1.9% | 10.9% | ||
| Q3 25 | 7.2% | 11.6% | ||
| Q2 25 | 7.5% | 12.1% | ||
| Q1 25 | 6.6% | 10.8% | ||
| Q4 24 | 5.4% | -8.7% | ||
| Q3 24 | 7.6% | 13.2% | ||
| Q2 24 | 7.2% | 12.3% |
每股收益(稀释后)
PPC
WCN
| Q1 26 | $0.43 | $0.86 | ||
| Q4 25 | $0.37 | $1.01 | ||
| Q3 25 | $1.44 | $1.11 | ||
| Q2 25 | $1.49 | $1.12 | ||
| Q1 25 | $1.24 | $0.93 | ||
| Q4 24 | $1.00 | $-0.76 | ||
| Q3 24 | $1.47 | $1.19 | ||
| Q2 24 | $1.37 | $1.07 |
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 | $112.4M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | $8.1B |
| 总资产 | $10.2B | $21.2B |
| 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
PPC
WCN
| Q1 26 | $542.4M | $112.4M | ||
| Q4 25 | $640.2M | $46.0M | ||
| Q3 25 | $612.6M | $117.6M | ||
| Q2 25 | $849.0M | $110.2M | ||
| Q1 25 | $2.1B | $111.2M | ||
| Q4 24 | $2.0B | $62.4M | ||
| Q3 24 | $1.9B | $115.3M | ||
| Q2 24 | $1.3B | $78.7M |
总债务
PPC
WCN
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $8.8B | ||
| Q3 25 | $3.1B | $8.6B | ||
| Q2 25 | $3.1B | $8.3B | ||
| Q1 25 | $3.2B | $8.4B | ||
| Q4 24 | $3.2B | $8.1B | ||
| Q3 24 | $3.2B | $8.2B | ||
| Q2 24 | $3.2B | $7.7B |
股东权益
PPC
WCN
| Q1 26 | $3.7B | $8.1B | ||
| Q4 25 | $3.7B | $8.2B | ||
| Q3 25 | $3.5B | $8.1B | ||
| Q2 25 | $3.7B | $8.4B | ||
| Q1 25 | $3.1B | $8.0B | ||
| Q4 24 | $4.2B | $7.9B | ||
| Q3 24 | $4.2B | $8.3B | ||
| Q2 24 | $3.7B | $8.0B |
总资产
PPC
WCN
| Q1 26 | $10.2B | $21.2B | ||
| Q4 25 | $10.3B | $21.1B | ||
| Q3 25 | $10.0B | $20.8B | ||
| Q2 25 | $10.1B | $20.7B | ||
| Q1 25 | $11.0B | $20.3B | ||
| Q4 24 | $10.7B | $19.8B | ||
| Q3 24 | $10.7B | $20.1B | ||
| Q2 24 | $10.1B | $19.3B |
负债/权益比
PPC
WCN
| Q1 26 | 0.83× | — | ||
| Q4 25 | 0.84× | 1.07× | ||
| Q3 25 | 0.87× | 1.07× | ||
| Q2 25 | 0.83× | 1.00× | ||
| Q1 25 | 1.02× | 1.05× | ||
| Q4 24 | 0.76× | 1.03× | ||
| Q3 24 | 0.76× | 0.99× | ||
| Q2 24 | 0.85× | 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 | — | $545.6M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 12.5% |
| 现金转化率经营现金流/净利润 | — | 2.49× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
PPC
WCN
| Q1 26 | — | $545.6M | ||
| Q4 25 | $291.2M | $556.9M | ||
| Q3 25 | $458.3M | $677.4M | ||
| Q2 25 | $495.2M | $638.2M | ||
| Q1 25 | $126.9M | $541.5M | ||
| Q4 24 | $349.3M | $568.9M | ||
| Q3 24 | $651.1M | $558.3M | ||
| Q2 24 | $718.6M | $611.4M |
自由现金流
PPC
WCN
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $172.6M | ||
| Q3 25 | $275.9M | $380.3M | ||
| Q2 25 | $339.1M | $352.9M | ||
| Q1 25 | $28.1M | $329.1M | ||
| Q4 24 | $176.6M | $172.2M | ||
| Q3 24 | $565.3M | $286.2M | ||
| Q2 24 | $617.7M | $394.2M |
自由现金流率
PPC
WCN
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 7.3% | ||
| Q3 25 | 5.8% | 15.5% | ||
| Q2 25 | 7.1% | 14.7% | ||
| Q1 25 | 0.6% | 14.8% | ||
| Q4 24 | 4.0% | 7.6% | ||
| Q3 24 | 12.3% | 12.2% | ||
| Q2 24 | 13.5% | 17.5% |
资本支出强度
PPC
WCN
| Q1 26 | — | 12.5% | ||
| Q4 25 | 6.2% | 16.2% | ||
| Q3 25 | 3.8% | 12.1% | ||
| Q2 25 | 3.3% | 11.9% | ||
| Q1 25 | 2.2% | 9.5% | ||
| Q4 24 | 4.0% | 17.6% | ||
| Q3 24 | 1.9% | 11.6% | ||
| Q2 24 | 2.2% | 9.7% |
现金转化率
PPC
WCN
| Q1 26 | — | 2.49× | ||
| Q4 25 | 3.31× | 2.15× | ||
| Q3 25 | 1.34× | 2.37× | ||
| Q2 25 | 1.39× | 2.20× | ||
| Q1 25 | 0.43× | 2.24× | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.86× | 1.81× | ||
| Q2 24 | 2.20× | 2.22× |
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% |
WCN
暂无分部数据