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PILGRIMS PRIDE CORP(PPC)与W. R. Berkley Corporation(WRB)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W. R. Berkley Corporation的1.2倍($4.5B vs $3.7B),W. R. Berkley Corporation净利率更高(14.0% vs 1.9%,领先12.0%),W. R. Berkley Corporation同比增速更快(4.0% vs 3.3%),过去两年W. R. Berkley Corporation的营收复合增速更高(5.5% 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。
W. R. Berkley Corporation由威廉·罗伯特·伯克利创立,他目前担任该公司董事长,同时兼任纽约大学校董会主席,在企业经营管理及高等教育治理领域均具备深厚的经验积累。
PPC vs WRB — 直观对比
营收规模更大
PPC
是对方的1.2倍
$3.7B
营收增速更快
WRB
高出0.7%
3.3%
净利率更高
WRB
高出12.0%
1.9%
两年增速更快
WRB
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.5B | $3.7B |
| 净利润 | $88.0M | $515.2M |
| 毛利率 | 9.5% | — |
| 营业利润率 | 4.5% | — |
| 净利率 | 1.9% | 14.0% |
| 营收同比 | 3.3% | 4.0% |
| 净利润同比 | -62.7% | 23.4% |
| 每股收益(稀释后) | $0.37 | $1.31 |
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
WRB
| Q1 26 | — | $3.7B | ||
| Q4 25 | $4.5B | $3.7B | ||
| Q3 25 | $4.8B | $3.8B | ||
| Q2 25 | $4.8B | $3.7B | ||
| Q1 25 | $4.5B | $3.5B | ||
| Q4 24 | $4.4B | $3.7B | ||
| Q3 24 | $4.6B | $3.4B | ||
| Q2 24 | $4.6B | $3.3B |
净利润
PPC
WRB
| Q1 26 | — | $515.2M | ||
| Q4 25 | $88.0M | $449.5M | ||
| Q3 25 | $342.8M | $511.0M | ||
| Q2 25 | $355.5M | $401.3M | ||
| Q1 25 | $296.0M | $417.6M | ||
| Q4 24 | $235.9M | $576.1M | ||
| Q3 24 | $349.9M | $365.6M | ||
| Q2 24 | $326.3M | $371.9M |
毛利率
PPC
WRB
| Q1 26 | — | — | ||
| 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% | — |
营业利润率
PPC
WRB
| Q1 26 | — | — | ||
| Q4 25 | 4.5% | 15.4% | ||
| Q3 25 | 10.4% | 17.2% | ||
| Q2 25 | 10.8% | 14.2% | ||
| Q1 25 | 9.1% | 15.2% | ||
| Q4 24 | 7.0% | 19.9% | ||
| Q3 24 | 11.1% | 14.0% | ||
| Q2 24 | 9.7% | 14.7% |
净利率
PPC
WRB
| Q1 26 | — | 14.0% | ||
| Q4 25 | 1.9% | 12.1% | ||
| Q3 25 | 7.2% | 13.6% | ||
| Q2 25 | 7.5% | 10.9% | ||
| Q1 25 | 6.6% | 11.8% | ||
| Q4 24 | 5.4% | 15.7% | ||
| Q3 24 | 7.6% | 10.8% | ||
| Q2 24 | 7.2% | 11.2% |
每股收益(稀释后)
PPC
WRB
| Q1 26 | — | $1.31 | ||
| Q4 25 | $0.37 | $1.13 | ||
| Q3 25 | $1.44 | $1.28 | ||
| Q2 25 | $1.49 | $1.00 | ||
| Q1 25 | $1.24 | $1.04 | ||
| Q4 24 | $1.00 | $0.89 | ||
| Q3 24 | $1.47 | $0.91 | ||
| Q2 24 | $1.37 | $0.92 |
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 | $2.1B |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | — |
| 总资产 | $10.3B | $44.3B |
| 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
PPC
WRB
| Q1 26 | — | $2.1B | ||
| Q4 25 | $640.2M | $2.5B | ||
| Q3 25 | $612.6M | $2.4B | ||
| Q2 25 | $849.0M | $2.0B | ||
| Q1 25 | $2.1B | $1.7B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $1.9B | $1.6B | ||
| Q2 24 | $1.3B | $1.6B |
总债务
PPC
WRB
| Q1 26 | — | — | ||
| 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 | — |
股东权益
PPC
WRB
| Q1 26 | — | — | ||
| Q4 25 | $3.7B | $9.7B | ||
| Q3 25 | $3.5B | $9.8B | ||
| Q2 25 | $3.7B | $9.3B | ||
| Q1 25 | $3.1B | $8.9B | ||
| Q4 24 | $4.2B | $8.4B | ||
| Q3 24 | $4.2B | $8.4B | ||
| Q2 24 | $3.7B | $7.8B |
总资产
PPC
WRB
| Q1 26 | — | $44.3B | ||
| Q4 25 | $10.3B | $44.1B | ||
| Q3 25 | $10.0B | $43.7B | ||
| Q2 25 | $10.1B | $42.7B | ||
| Q1 25 | $11.0B | $41.3B | ||
| Q4 24 | $10.7B | $40.6B | ||
| Q3 24 | $10.7B | $40.4B | ||
| Q2 24 | $10.1B | $38.9B |
负债/权益比
PPC
WRB
| Q1 26 | — | — | ||
| 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 | $291.2M | — |
| 自由现金流经营现金流 - 资本支出 | $10.0M | — |
| 自由现金流率自由现金流/营收 | 0.2% | — |
| 资本支出强度资本支出/营收 | 6.2% | — |
| 现金转化率经营现金流/净利润 | 3.31× | — |
| 过去12个月自由现金流最近4个季度 | $653.1M | — |
8季度趋势,按日历期对齐
经营现金流
PPC
WRB
| Q1 26 | — | — | ||
| Q4 25 | $291.2M | $995.1M | ||
| Q3 25 | $458.3M | $1.1B | ||
| Q2 25 | $495.2M | $703.8M | ||
| Q1 25 | $126.9M | $743.8M | ||
| Q4 24 | $349.3M | $810.0M | ||
| Q3 24 | $651.1M | $1.2B | ||
| Q2 24 | $718.6M | $881.3M |
自由现金流
PPC
WRB
| Q1 26 | — | — | ||
| Q4 25 | $10.0M | — | ||
| Q3 25 | $275.9M | — | ||
| Q2 25 | $339.1M | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $176.6M | — | ||
| Q3 24 | $565.3M | — | ||
| Q2 24 | $617.7M | — |
自由现金流率
PPC
WRB
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 13.5% | — |
资本支出强度
PPC
WRB
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.2% | — |
现金转化率
PPC
WRB
| Q1 26 | — | — | ||
| Q4 25 | 3.31× | 2.21× | ||
| Q3 25 | 1.34× | 2.23× | ||
| Q2 25 | 1.39× | 1.75× | ||
| Q1 25 | 0.43× | 1.78× | ||
| Q4 24 | 1.48× | 1.41× | ||
| Q3 24 | 1.86× | 3.39× | ||
| Q2 24 | 2.20× | 2.37× |
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% |
WRB
暂无分部数据