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PILGRIMS PRIDE CORP（PPC）与惠而浦（WHR）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是惠而浦的1.1倍（$4.5B vs $4.1B），惠而浦净利率更高（2.7% vs 2.2%，领先0.4%），PILGRIMS PRIDE CORP同比增速更快（1.6% vs -0.9%），过去两年PILGRIMS PRIDE CORP的营收复合增速更高（-0.3% vs -4.5%）
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。
惠而浦是总部位于美国密歇根州本顿特许镇的跨国家电研发、生产及销售企业，位列《财富》世界500强。2023年集团年销售额约190亿美元，全球员工规模近5.9万人，在世界各地布局超55座生产及技术研发中心。
PPC vs WHR — 直观对比
营收规模更大
PPC
是对方的1.1倍
$4.1B
营收增速更快
PPC
高出2.5%
-0.9%
净利率更高
WHR
高出0.4%
2.2%
两年增速更快
PPC
近两年复合增速
-4.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $4.1B |
| 净利润 | $101.5M | $109.0M |
| 毛利率 | 7.6% | 14.0% |
| 营业利润率 | 3.6% | 6.0% |
| 净利率 | 2.2% | 2.7% |
| 营收同比 | 1.6% | -0.9% |
| 净利润同比 | — | 127.8% |
| 每股收益（稀释后） | $0.43 | $1.92 |
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PPCWHR
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $4.1B | ||
| Q3 25 | $4.8B | $4.0B | ||
| Q2 25 | $4.8B | $3.8B | ||
| Q1 25 | $4.5B | $3.6B | ||
| Q4 24 | $4.4B | $4.1B | ||
| Q3 24 | $4.6B | $4.0B | ||
| Q2 24 | $4.6B | $4.0B |
净利润PPCWHR
| Q1 26 | $101.5M | — | ||
| Q4 25 | $88.0M | $109.0M | ||
| Q3 25 | $342.8M | $73.0M | ||
| Q2 25 | $355.5M | $65.0M | ||
| Q1 25 | $296.0M | $71.0M | ||
| Q4 24 | $235.9M | $-392.0M | ||
| Q3 24 | $349.9M | $109.0M | ||
| Q2 24 | $326.3M | $219.0M |
毛利率PPCWHR
| Q1 26 | 7.6% | — | ||
| Q4 25 | 9.5% | 14.0% | ||
| Q3 25 | 13.9% | 14.7% | ||
| Q2 25 | 15.0% | 16.2% | ||
| Q1 25 | 12.4% | 16.8% | ||
| Q4 24 | 12.7% | 16.2% | ||
| Q3 24 | 14.9% | 16.1% | ||
| Q2 24 | 15.2% | 15.7% |
营业利润率PPCWHR
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 6.0% | ||
| Q3 25 | 10.4% | 5.1% | ||
| Q2 25 | 10.8% | 5.4% | ||
| Q1 25 | 9.1% | 5.1% | ||
| Q4 24 | 7.0% | -3.3% | ||
| Q3 24 | 11.1% | 6.6% | ||
| Q2 24 | 9.7% | 3.3% |
净利率PPCWHR
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 2.7% | ||
| Q3 25 | 7.2% | 1.8% | ||
| Q2 25 | 7.5% | 1.7% | ||
| Q1 25 | 6.6% | 2.0% | ||
| Q4 24 | 5.4% | -9.5% | ||
| Q3 24 | 7.6% | 2.7% | ||
| Q2 24 | 7.2% | 5.5% |
每股收益（稀释后）PPCWHR
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.37 | $1.92 | ||
| Q3 25 | $1.44 | $1.29 | ||
| Q2 25 | $1.49 | $1.17 | ||
| Q1 25 | $1.24 | $1.28 | ||
| Q4 24 | $1.00 | $-7.11 | ||
| Q3 24 | $1.47 | $2.00 | ||
| Q2 24 | $1.37 | $3.96 |
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 | $669.0M |
| 总债务越低越好 | $3.1B | $6.2B |
| 股东权益账面价值 | $3.7B | $2.7B |
| 总资产 | $10.2B | $16.0B |
| 负债/权益比越低杠杆越低 | 0.83× | 2.26× |
8季度趋势，按日历期对齐
现金及短期投资PPCWHR
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | $669.0M | ||
| Q3 25 | $612.6M | $934.0M | ||
| Q2 25 | $849.0M | $1.1B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $1.9B | $1.1B | ||
| Q2 24 | $1.3B | $1.2B |
总债务PPCWHR
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.1B | $6.2B | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $3.2B | $6.6B | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — |
股东权益PPCWHR
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $2.7B | ||
| Q3 25 | $3.5B | $2.6B | ||
| Q2 25 | $3.7B | $2.6B | ||
| Q1 25 | $3.1B | $2.6B | ||
| Q4 24 | $4.2B | $2.7B | ||
| Q3 24 | $4.2B | $3.0B | ||
| Q2 24 | $3.7B | $3.1B |
总资产PPCWHR
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $16.0B | ||
| Q3 25 | $10.0B | $16.9B | ||
| Q2 25 | $10.1B | $16.8B | ||
| Q1 25 | $11.0B | $16.5B | ||
| Q4 24 | $10.7B | $16.3B | ||
| Q3 24 | $10.7B | $17.2B | ||
| Q2 24 | $10.1B | $17.3B |
负债/权益比PPCWHR
| Q1 26 | 0.83× | — | ||
| Q4 25 | 0.84× | 2.26× | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.83× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.76× | 2.46× | ||
| 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 | — | $1.1B |
| 自由现金流经营现金流 - 资本支出 | — | $989.0M |
| 自由现金流率自由现金流/营收 | — | 24.1% |
| 资本支出强度资本支出/营收 | — | 3.7% |
| 现金转化率经营现金流/净利润 | — | 10.45× |
| 过去12个月自由现金流最近4个季度 | — | $81.0M |
8季度趋势，按日历期对齐
经营现金流PPCWHR
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $1.1B | ||
| Q3 25 | $458.3M | $33.0M | ||
| Q2 25 | $495.2M | $19.0M | ||
| Q1 25 | $126.9M | $-721.0M | ||
| Q4 24 | $349.3M | $1.1B | ||
| Q3 24 | $651.1M | $214.0M | ||
| Q2 24 | $718.6M | $388.0M |
自由现金流PPCWHR
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | $989.0M | ||
| Q3 25 | $275.9M | $-52.0M | ||
| Q2 25 | $339.1M | $-63.0M | ||
| Q1 25 | $28.1M | $-793.0M | ||
| Q4 24 | $176.6M | $970.0M | ||
| Q3 24 | $565.3M | $127.0M | ||
| Q2 24 | $617.7M | $275.0M |
自由现金流率PPCWHR
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 24.1% | ||
| Q3 25 | 5.8% | -1.3% | ||
| Q2 25 | 7.1% | -1.7% | ||
| Q1 25 | 0.6% | -21.9% | ||
| Q4 24 | 4.0% | 23.5% | ||
| Q3 24 | 12.3% | 3.2% | ||
| Q2 24 | 13.5% | 6.9% |
资本支出强度PPCWHR
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 3.7% | ||
| Q3 25 | 3.8% | 2.1% | ||
| Q2 25 | 3.3% | 2.2% | ||
| Q1 25 | 2.2% | 2.0% | ||
| Q4 24 | 4.0% | 3.3% | ||
| Q3 24 | 1.9% | 2.2% | ||
| Q2 24 | 2.2% | 2.8% |
现金转化率PPCWHR
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 10.45× | ||
| Q3 25 | 1.34× | 0.45× | ||
| Q2 25 | 1.39× | 0.29× | ||
| Q1 25 | 0.43× | -10.15× | ||
| Q4 24 | 1.48× | — | ||
| Q3 24 | 1.86× | 1.96× | ||
| Q2 24 | 2.20× | 1.77× |
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% |
WHR
| Refrigeration | $1.2B | 30% |
| Laundry | $1.1B | 27% |
| Cooking | $1.1B | 26% |
| Dishwashing | $299.0M | 7% |
| Other | $266.0M | 6% |
| Spare Parts And Warranties | $139.0M | 3% |
