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PILGRIMS PRIDE CORP（PPC）与Block, Inc.（XYZ）财务数据对比。点击上方公司名可切换其他公司
Block, Inc.的季度营收约是PILGRIMS PRIDE CORP的1.4倍（$6.3B vs $4.5B），PILGRIMS PRIDE CORP净利率更高（1.9% vs 1.9%，领先0.1%），Block, Inc.同比增速更快（3.6% vs 3.3%），Block, Inc.自由现金流更多（$579.8M vs $10.0M），过去两年Block, Inc.的营收复合增速更高（2.4% 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。
Block, Inc.是美国科技企业，面向消费者与商户提供金融服务，由杰克·多尔西于2009年创立，是美国销售点系统领域的市场领导者。截至2024年，平台服务5700万用户及400万商户，年支付处理规模达2410亿美元。
PPC vs XYZ — 直观对比
营收规模更大
XYZ
是对方的1.4倍
$4.5B
营收增速更快
XYZ
高出0.3%
3.3%
净利率更高
PPC
高出0.1%
1.9%
自由现金流更多
XYZ
多$569.8M
$10.0M
两年增速更快
XYZ
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $6.3B |
| 净利润 | $88.0M | $115.8M |
| 毛利率 | 9.5% | 45.9% |
| 营业利润率 | 4.5% | 7.8% |
| 净利率 | 1.9% | 1.9% |
| 营收同比 | 3.3% | 3.6% |
| 净利润同比 | -62.7% | -94.1% |
| 每股收益（稀释后） | $0.37 | $0.19 |
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PPCXYZ
| Q4 25 | $4.5B | $6.3B | ||
| Q3 25 | $4.8B | $6.1B | ||
| Q2 25 | $4.8B | $6.1B | ||
| Q1 25 | $4.5B | $5.8B | ||
| Q4 24 | $4.4B | $6.0B | ||
| Q3 24 | $4.6B | $6.0B | ||
| Q2 24 | $4.6B | $6.2B | ||
| Q1 24 | $4.4B | $6.0B |
净利润PPCXYZ
| Q4 25 | $88.0M | $115.8M | ||
| Q3 25 | $342.8M | $461.5M | ||
| Q2 25 | $355.5M | $538.5M | ||
| Q1 25 | $296.0M | $189.9M | ||
| Q4 24 | $235.9M | $1.9B | ||
| Q3 24 | $349.9M | $283.8M | ||
| Q2 24 | $326.3M | $195.3M | ||
| Q1 24 | $174.4M | $472.0M |
毛利率PPCXYZ
| Q4 25 | 9.5% | 45.9% | ||
| Q3 25 | 13.9% | 43.5% | ||
| Q2 25 | 15.0% | 41.9% | ||
| Q1 25 | 12.4% | 39.7% | ||
| Q4 24 | 12.7% | 38.3% | ||
| Q3 24 | 14.9% | 37.6% | ||
| Q2 24 | 15.2% | 36.3% | ||
| Q1 24 | 8.8% | 35.2% |
营业利润率PPCXYZ
| Q4 25 | 4.5% | 7.8% | ||
| Q3 25 | 10.4% | 6.7% | ||
| Q2 25 | 10.8% | 8.0% | ||
| Q1 25 | 9.1% | 5.7% | ||
| Q4 24 | 7.0% | 0.2% | ||
| Q3 24 | 11.1% | 5.4% | ||
| Q2 24 | 9.7% | 5.0% | ||
| Q1 24 | 5.7% | 4.2% |
净利率PPCXYZ
| Q4 25 | 1.9% | 1.9% | ||
| Q3 25 | 7.2% | 7.5% | ||
| Q2 25 | 7.5% | 8.9% | ||
| Q1 25 | 6.6% | 3.3% | ||
| Q4 24 | 5.4% | 32.3% | ||
| Q3 24 | 7.6% | 4.7% | ||
| Q2 24 | 7.2% | 3.2% | ||
| Q1 24 | 4.0% | 7.9% |
每股收益（稀释后）PPCXYZ
| Q4 25 | $0.37 | $0.19 | ||
| Q3 25 | $1.44 | $0.74 | ||
| Q2 25 | $1.49 | $0.87 | ||
| Q1 25 | $1.24 | $0.30 | ||
| Q4 24 | $1.00 | $3.06 | ||
| Q3 24 | $1.47 | $0.45 | ||
| Q2 24 | $1.37 | $0.31 | ||
| Q1 24 | $0.73 | $0.74 |
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 | $6.6B |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | $22.2B |
| 总资产 | $10.3B | $39.5B |
| 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PPCXYZ
| Q4 25 | $640.2M | $6.6B | ||
| Q3 25 | $612.6M | $8.3B | ||
| Q2 25 | $849.0M | $6.4B | ||
| Q1 25 | $2.1B | $7.1B | ||
| Q4 24 | $2.0B | $8.1B | ||
| Q3 24 | $1.9B | $8.3B | ||
| Q2 24 | $1.3B | $7.8B | ||
| Q1 24 | $870.8M | $5.8B |
总债务PPCXYZ
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.1B | $7.3B | ||
| Q2 25 | $3.1B | $5.1B | ||
| Q1 25 | $3.2B | $5.1B | ||
| Q4 24 | $3.2B | $6.1B | ||
| Q3 24 | $3.2B | $6.1B | ||
| Q2 24 | $3.2B | $6.1B | ||
| Q1 24 | $3.3B | $4.1B |
股东权益PPCXYZ
| Q4 25 | $3.7B | $22.2B | ||
| Q3 25 | $3.5B | $22.5B | ||
| Q2 25 | $3.7B | $22.2B | ||
| Q1 25 | $3.1B | $21.5B | ||
| Q4 24 | $4.2B | $21.3B | ||
| Q3 24 | $4.2B | $19.9B | ||
| Q2 24 | $3.7B | $19.3B | ||
| Q1 24 | $3.5B | $19.0B |
总资产PPCXYZ
| Q4 25 | $10.3B | $39.5B | ||
| Q3 25 | $10.0B | $39.2B | ||
| Q2 25 | $10.1B | $36.9B | ||
| Q1 25 | $11.0B | $36.4B | ||
| Q4 24 | $10.7B | $36.8B | ||
| Q3 24 | $10.7B | $36.4B | ||
| Q2 24 | $10.1B | $37.5B | ||
| Q1 24 | $9.8B | $35.6B |
负债/权益比PPCXYZ
| Q4 25 | 0.84× | — | ||
| Q3 25 | 0.87× | 0.32× | ||
| Q2 25 | 0.83× | 0.23× | ||
| Q1 25 | 1.02× | 0.24× | ||
| Q4 24 | 0.76× | 0.29× | ||
| Q3 24 | 0.76× | 0.31× | ||
| Q2 24 | 0.85× | 0.32× | ||
| Q1 24 | 0.96× | 0.22× |
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 | $621.0M |
| 自由现金流经营现金流 - 资本支出 | $10.0M | $579.8M |
| 自由现金流率自由现金流/营收 | 0.2% | 9.3% |
| 资本支出强度资本支出/营收 | 6.2% | 0.7% |
| 现金转化率经营现金流/净利润 | 3.31× | 5.36× |
| 过去12个月自由现金流最近4个季度 | $653.1M | $2.4B |
8季度趋势，按日历期对齐
经营现金流PPCXYZ
| Q4 25 | $291.2M | $621.0M | ||
| Q3 25 | $458.3M | $1.5B | ||
| Q2 25 | $495.2M | $374.3M | ||
| Q1 25 | $126.9M | $133.3M | ||
| Q4 24 | $349.3M | $13.8M | ||
| Q3 24 | $651.1M | $684.8M | ||
| Q2 24 | $718.6M | $519.4M | ||
| Q1 24 | $271.0M | $489.4M |
自由现金流PPCXYZ
| Q4 25 | $10.0M | $579.8M | ||
| Q3 25 | $275.9M | $1.4B | ||
| Q2 25 | $339.1M | $343.0M | ||
| Q1 25 | $28.1M | $101.5M | ||
| Q4 24 | $176.6M | $-13.2M | ||
| Q3 24 | $565.3M | $628.2M | ||
| Q2 24 | $617.7M | $481.0M | ||
| Q1 24 | $171.9M | $457.4M |
自由现金流率PPCXYZ
| Q4 25 | 0.2% | 9.3% | ||
| Q3 25 | 5.8% | 22.9% | ||
| Q2 25 | 7.1% | 5.7% | ||
| Q1 25 | 0.6% | 1.8% | ||
| Q4 24 | 4.0% | -0.2% | ||
| Q3 24 | 12.3% | 10.5% | ||
| Q2 24 | 13.5% | 7.8% | ||
| Q1 24 | 3.9% | 7.7% |
资本支出强度PPCXYZ
| Q4 25 | 6.2% | 0.7% | ||
| Q3 25 | 3.8% | 0.8% | ||
| Q2 25 | 3.3% | 0.5% | ||
| Q1 25 | 2.2% | 0.6% | ||
| Q4 24 | 4.0% | 0.4% | ||
| Q3 24 | 1.9% | 0.9% | ||
| Q2 24 | 2.2% | 0.6% | ||
| Q1 24 | 2.3% | 0.5% |
现金转化率PPCXYZ
| Q4 25 | 3.31× | 5.36× | ||
| Q3 25 | 1.34× | 3.14× | ||
| Q2 25 | 1.39× | 0.70× | ||
| Q1 25 | 0.43× | 0.70× | ||
| Q4 24 | 1.48× | 0.01× | ||
| Q3 24 | 1.86× | 2.41× | ||
| Q2 24 | 2.20× | 2.66× | ||
| Q1 24 | 1.55× | 1.04× |
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% |
XYZ
| US | $5.7B | 91% |
| Non Us | $560.9M | 9% |
