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PILGRIMS PRIDE CORP(PPC)与西部数据(WDC)财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是西部数据的1.4倍($4.5B vs $3.3B),西部数据净利率更高(96.0% vs 2.2%,领先93.8%),西部数据同比增速更快(45.5% vs 1.6%),过去两年PILGRIMS PRIDE CORP的营收复合增速更高(-0.3% vs -9.7%)
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。
西部数据(简称WD)是总部位于美国加利福尼亚州圣何塞的知名数据存储企业,成立于1970年,是全球最大的硬盘驱动器(HDD)制造商之一,产品覆盖消费级、企业级等多元存储场景,为全球客户提供高性能、高可靠性的存储解决方案。
PPC vs WDC — 直观对比
营收规模更大
PPC
是对方的1.4倍
$3.3B
营收增速更快
WDC
高出43.9%
1.6%
净利率更高
WDC
高出93.8%
2.2%
两年增速更快
PPC
近两年复合增速
-9.7%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | ||
|---|---|---|
| 营收 | $4.5B | $3.3B |
| 净利润 | $101.5M | $3.2B |
| 毛利率 | 7.6% | 50.2% |
| 营业利润率 | 3.6% | 35.7% |
| 净利率 | 2.2% | 96.0% |
| 营收同比 | 1.6% | 45.5% |
| 净利润同比 | — | 516.3% |
| 每股收益(稀释后) | $0.43 | $8.20 |
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
WDC
| Q3 26 | — | $3.3B | ||
| Q2 26 | — | $3.0B | ||
| Q1 26 | $4.5B | $3.0B | ||
| Q4 25 | $4.5B | $2.8B | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $4.8B | $-1.2B | ||
| Q1 25 | $4.5B | $2.3B | ||
| Q4 24 | $4.4B | $4.3B |
净利润
PPC
WDC
| Q3 26 | — | $3.2B | ||
| Q2 26 | — | $1.8B | ||
| Q1 26 | $101.5M | $1.8B | ||
| Q4 25 | $88.0M | $1.2B | ||
| Q3 25 | $342.8M | — | ||
| Q2 25 | $355.5M | $282.0M | ||
| Q1 25 | $296.0M | $520.0M | ||
| Q4 24 | $235.9M | $594.0M |
毛利率
PPC
WDC
| Q3 26 | — | 50.2% | ||
| Q2 26 | — | 45.7% | ||
| Q1 26 | 7.6% | 45.7% | ||
| Q4 25 | 9.5% | 43.5% | ||
| Q3 25 | 13.9% | — | ||
| Q2 25 | 15.0% | — | ||
| Q1 25 | 12.4% | 39.8% | ||
| Q4 24 | 12.7% | 35.4% |
营业利润率
PPC
WDC
| Q3 26 | — | 35.7% | ||
| Q2 26 | — | 30.1% | ||
| Q1 26 | 3.6% | 30.1% | ||
| Q4 25 | 4.5% | 28.1% | ||
| Q3 25 | 10.4% | — | ||
| Q2 25 | 10.8% | — | ||
| Q1 25 | 9.1% | 33.1% | ||
| Q4 24 | 7.0% | 19.9% |
净利率
PPC
WDC
| Q3 26 | — | 96.0% | ||
| Q2 26 | — | 61.1% | ||
| Q1 26 | 2.2% | 61.1% | ||
| Q4 25 | 1.9% | 41.9% | ||
| Q3 25 | 7.2% | — | ||
| Q2 25 | 7.5% | -24.4% | ||
| Q1 25 | 6.6% | 22.7% | ||
| Q4 24 | 5.4% | 13.9% |
每股收益(稀释后)
PPC
WDC
| Q3 26 | — | $8.20 | ||
| Q2 26 | — | $4.73 | ||
| Q1 26 | $0.43 | $4.73 | ||
| Q4 25 | $0.37 | $3.07 | ||
| Q3 25 | $1.44 | — | ||
| Q2 25 | $1.49 | $0.72 | ||
| Q1 25 | $1.24 | $1.42 | ||
| Q4 24 | $1.00 | $1.63 |
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 | $2.0B |
| 总债务越低越好 | $3.1B | $1.6B |
| 股东权益账面价值 | $3.7B | $9.7B |
| 总资产 | $10.2B | $15.0B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.16× |
8季度趋势,按日历期对齐
现金及短期投资
PPC
WDC
| Q3 26 | — | $2.0B | ||
| Q2 26 | — | $2.0B | ||
| Q1 26 | $542.4M | $2.0B | ||
| Q4 25 | $640.2M | $2.0B | ||
| Q3 25 | $612.6M | — | ||
| Q2 25 | $849.0M | $2.1B | ||
| Q1 25 | $2.1B | $3.5B | ||
| Q4 24 | $2.0B | $2.3B |
总债务
PPC
WDC
| Q3 26 | — | $1.6B | ||
| Q2 26 | — | $4.7B | ||
| Q1 26 | $3.1B | $4.7B | ||
| Q4 25 | $3.1B | $4.7B | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.1B | $4.7B | ||
| Q1 25 | $3.2B | $7.3B | ||
| Q4 24 | $3.2B | $7.4B |
股东权益
PPC
WDC
| Q3 26 | — | $9.7B | ||
| Q2 26 | — | $7.1B | ||
| Q1 26 | $3.7B | $7.1B | ||
| Q4 25 | $3.7B | $5.9B | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.7B | $5.3B | ||
| Q1 25 | $3.1B | $5.2B | ||
| Q4 24 | $4.2B | $12.1B |
总资产
PPC
WDC
| Q3 26 | — | $15.0B | ||
| Q2 26 | — | $15.6B | ||
| Q1 26 | $10.2B | $15.6B | ||
| Q4 25 | $10.3B | $14.4B | ||
| Q3 25 | $10.0B | — | ||
| Q2 25 | $10.1B | $14.0B | ||
| Q1 25 | $11.0B | $16.4B | ||
| Q4 24 | $10.7B | $25.5B |
负债/权益比
PPC
WDC
| Q3 26 | — | 0.16× | ||
| Q2 26 | — | 0.65× | ||
| Q1 26 | 0.83× | 0.65× | ||
| Q4 25 | 0.84× | 0.80× | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.83× | 0.89× | ||
| Q1 25 | 1.02× | 1.42× | ||
| Q4 24 | 0.76× | 0.61× |
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 | — | $1.1B |
| 自由现金流经营现金流 - 资本支出 | — | $978.0M |
| 自由现金流率自由现金流/营收 | — | 29.3% |
| 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 | — | 0.35× |
| 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
WDC
| Q3 26 | — | $1.1B | ||
| Q2 26 | — | $745.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $672.0M | ||
| Q3 25 | $458.3M | — | ||
| Q2 25 | $495.2M | $746.0M | ||
| Q1 25 | $126.9M | $508.0M | ||
| Q4 24 | $349.3M | $403.0M |
自由现金流
PPC
WDC
| Q3 26 | — | $978.0M | ||
| Q2 26 | — | $653.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $599.0M | ||
| Q3 25 | $275.9M | — | ||
| Q2 25 | $339.1M | $675.0M | ||
| Q1 25 | $28.1M | $379.0M | ||
| Q4 24 | $176.6M | $287.0M |
自由现金流率
PPC
WDC
| Q3 26 | — | 29.3% | ||
| Q2 26 | — | 21.6% | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 21.3% | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.1% | -58.5% | ||
| Q1 25 | 0.6% | 16.5% | ||
| Q4 24 | 4.0% | 6.7% |
资本支出强度
PPC
WDC
| Q3 26 | — | — | ||
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 2.6% | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 3.3% | -6.2% | ||
| Q1 25 | 2.2% | 5.6% | ||
| Q4 24 | 4.0% | 2.7% |
现金转化率
PPC
WDC
| Q3 26 | — | 0.35× | ||
| Q2 26 | — | 0.40× | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 0.57× | ||
| Q3 25 | 1.34× | — | ||
| Q2 25 | 1.39× | 2.65× | ||
| Q1 25 | 0.43× | 0.98× | ||
| Q4 24 | 1.48× | 0.68× |
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% |
WDC
暂无分部数据