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PILGRIMS PRIDE CORP（PPC）与Workday, Inc.（WDAY）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Workday, Inc.的1.9倍（$4.5B vs $2.4B），Workday, Inc.净利率更高（10.4% vs 1.9%，领先8.4%），Workday, Inc.同比增速更快（12.6% vs 3.3%），Workday, Inc.自由现金流更多（$550.0M vs $10.0M），过去两年Workday, Inc.的营收复合增速更高（12.5% 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。
Workday是全球领先的企业级云软件供应商，核心产品覆盖人力资本管理、财务管理及企业资源规划解决方案，主要服务教育、医疗、金融、科技等行业的中大型机构，业务遍布北美、欧洲、亚太等全球主要市场。
PPC vs WDAY — 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
WDAY
高出9.3%
3.3%
净利率更高
WDAY
高出8.4%
1.9%
自由现金流更多
WDAY
多$540.0M
$10.0M
两年增速更快
WDAY
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $2.4B |
| 净利润 | $88.0M | $252.0M |
| 毛利率 | 9.5% | — |
| 营业利润率 | 4.5% | 10.6% |
| 净利率 | 1.9% | 10.4% |
| 营收同比 | 3.3% | 12.6% |
| 净利润同比 | -62.7% | 30.6% |
| 每股收益（稀释后） | $0.37 | $0.94 |
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PPCWDAY
| Q4 25 | $4.5B | $2.4B | ||
| Q3 25 | $4.8B | $2.3B | ||
| Q2 25 | $4.8B | $2.2B | ||
| Q1 25 | $4.5B | $2.2B | ||
| Q4 24 | $4.4B | $2.2B | ||
| Q3 24 | $4.6B | $2.1B | ||
| Q2 24 | $4.6B | $2.0B | ||
| Q1 24 | $4.4B | $1.9B |
净利润PPCWDAY
| Q4 25 | $88.0M | $252.0M | ||
| Q3 25 | $342.8M | $228.0M | ||
| Q2 25 | $355.5M | $68.0M | ||
| Q1 25 | $296.0M | $94.0M | ||
| Q4 24 | $235.9M | $193.0M | ||
| Q3 24 | $349.9M | $132.0M | ||
| Q2 24 | $326.3M | $107.0M | ||
| Q1 24 | $174.4M | $1.2B |
毛利率PPCWDAY
| 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PPCWDAY
| Q4 25 | 4.5% | 10.6% | ||
| Q3 25 | 10.4% | 10.6% | ||
| Q2 25 | 10.8% | 1.7% | ||
| Q1 25 | 9.1% | 3.4% | ||
| Q4 24 | 7.0% | 7.6% | ||
| Q3 24 | 11.1% | 5.3% | ||
| Q2 24 | 9.7% | 3.2% | ||
| Q1 24 | 5.7% | 4.1% |
净利率PPCWDAY
| Q4 25 | 1.9% | 10.4% | ||
| Q3 25 | 7.2% | 9.7% | ||
| Q2 25 | 7.5% | 3.0% | ||
| Q1 25 | 6.6% | 4.3% | ||
| Q4 24 | 5.4% | 8.9% | ||
| Q3 24 | 7.6% | 6.3% | ||
| Q2 24 | 7.2% | 5.4% | ||
| Q1 24 | 4.0% | 61.8% |
每股收益（稀释后）PPCWDAY
| Q4 25 | $0.37 | $0.94 | ||
| Q3 25 | $1.44 | $0.84 | ||
| Q2 25 | $1.49 | $0.25 | ||
| Q1 25 | $1.24 | $0.34 | ||
| Q4 24 | $1.00 | $0.72 | ||
| Q3 24 | $1.47 | $0.49 | ||
| Q2 24 | $1.37 | $0.40 | ||
| Q1 24 | $0.73 | $4.48 |
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 | $6.8B |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | $8.9B |
| 总资产 | $10.3B | $17.8B |
| 负债/权益比越低杠杆越低 | 0.84× | — |
8季度趋势，按日历期对齐
现金及短期投资PPCWDAY
| Q4 25 | $640.2M | $6.8B | ||
| Q3 25 | $612.6M | $8.2B | ||
| Q2 25 | $849.0M | $8.0B | ||
| Q1 25 | $2.1B | $8.0B | ||
| Q4 24 | $2.0B | $7.2B | ||
| Q3 24 | $1.9B | $7.4B | ||
| Q2 24 | $1.3B | $7.2B | ||
| Q1 24 | $870.8M | $7.8B |
总债务PPCWDAY
| 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 | $3.0B | ||
| Q1 24 | $3.3B | $3.0B |
股东权益PPCWDAY
| Q4 25 | $3.7B | $8.9B | ||
| Q3 25 | $3.5B | $9.2B | ||
| Q2 25 | $3.7B | $8.9B | ||
| Q1 25 | $3.1B | $9.0B | ||
| Q4 24 | $4.2B | $8.6B | ||
| Q3 24 | $4.2B | $8.3B | ||
| Q2 24 | $3.7B | $8.2B | ||
| Q1 24 | $3.5B | $8.1B |
总资产PPCWDAY
| Q4 25 | $10.3B | $17.8B | ||
| Q3 25 | $10.0B | $18.0B | ||
| Q2 25 | $10.1B | $17.2B | ||
| Q1 25 | $11.0B | $18.0B | ||
| Q4 24 | $10.7B | $16.4B | ||
| Q3 24 | $10.7B | $16.2B | ||
| Q2 24 | $10.1B | $15.9B | ||
| Q1 24 | $9.8B | $16.5B |
负债/权益比PPCWDAY
| 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× | 0.37× | ||
| Q1 24 | 0.96× | 0.37× |
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 | $588.0M |
| 自由现金流经营现金流 - 资本支出 | $10.0M | $550.0M |
| 自由现金流率自由现金流/营收 | 0.2% | 22.6% |
| 资本支出强度资本支出/营收 | 6.2% | 1.6% |
| 现金转化率经营现金流/净利润 | 3.31× | 2.33× |
| 过去12个月自由现金流最近4个季度 | $653.1M | $2.6B |
8季度趋势，按日历期对齐
经营现金流PPCWDAY
| Q4 25 | $291.2M | $588.0M | ||
| Q3 25 | $458.3M | $616.0M | ||
| Q2 25 | $495.2M | $457.0M | ||
| Q1 25 | $126.9M | $1.1B | ||
| Q4 24 | $349.3M | $406.0M | ||
| Q3 24 | $651.1M | $571.0M | ||
| Q2 24 | $718.6M | $372.0M | ||
| Q1 24 | $271.0M | $995.6M |
自由现金流PPCWDAY
| Q4 25 | $10.0M | $550.0M | ||
| Q3 25 | $275.9M | $588.0M | ||
| Q2 25 | $339.1M | $421.0M | ||
| Q1 25 | $28.1M | $1.0B | ||
| Q4 24 | $176.6M | $359.0M | ||
| Q3 24 | $565.3M | $516.0M | ||
| Q2 24 | $617.7M | $291.0M | ||
| Q1 24 | $171.9M | $947.6M |
自由现金流率PPCWDAY
| Q4 25 | 0.2% | 22.6% | ||
| Q3 25 | 5.8% | 25.0% | ||
| Q2 25 | 7.1% | 18.8% | ||
| Q1 25 | 0.6% | 46.4% | ||
| Q4 24 | 4.0% | 16.6% | ||
| Q3 24 | 12.3% | 24.7% | ||
| Q2 24 | 13.5% | 14.6% | ||
| Q1 24 | 3.9% | 49.3% |
资本支出强度PPCWDAY
| Q4 25 | 6.2% | 1.6% | ||
| Q3 25 | 3.8% | 1.2% | ||
| Q2 25 | 3.3% | 1.6% | ||
| Q1 25 | 2.2% | 3.9% | ||
| Q4 24 | 4.0% | 2.2% | ||
| Q3 24 | 1.9% | 2.6% | ||
| Q2 24 | 2.2% | 4.1% | ||
| Q1 24 | 2.3% | 2.5% |
现金转化率PPCWDAY
| Q4 25 | 3.31× | 2.33× | ||
| Q3 25 | 1.34× | 2.70× | ||
| Q2 25 | 1.39× | 6.72× | ||
| Q1 25 | 0.43× | 11.83× | ||
| Q4 24 | 1.48× | 2.10× | ||
| Q3 24 | 1.86× | 4.33× | ||
| Q2 24 | 2.20× | 3.48× | ||
| Q1 24 | 1.55× | 0.84× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
