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PILGRIMS PRIDE CORP(PPC)与硕腾(ZTS)财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是硕腾的2.0倍($4.5B vs $2.3B),硕腾净利率更高(26.6% vs 2.2%,领先24.3%),硕腾同比增速更快(2.9% vs 1.6%),过去两年PILGRIMS PRIDE CORP的营收复合增速更高(-0.3% vs -2.1%)
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。
硕腾是全球规模最大的动物保健制药企业,专注于宠物与家畜用药品、疫苗的研发和生产,前身为制药巨头辉瑞旗下的动物保健业务板块,辉瑞剥离多数股权后成为完全独立的企业。目前公司产品直销约45个国家,在全球超过100个国家和地区销售,海外业务占总营收的50%左右。
PPC vs ZTS — 直观对比
营收规模更大
PPC
是对方的2.0倍
$2.3B
营收增速更快
ZTS
高出1.4%
1.6%
净利率更高
ZTS
高出24.3%
2.2%
两年增速更快
PPC
近两年复合增速
-2.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.5B | $2.3B |
| 净利润 | $101.5M | $601.0M |
| 毛利率 | 7.6% | 71.7% |
| 营业利润率 | 3.6% | — |
| 净利率 | 2.2% | 26.6% |
| 营收同比 | 1.6% | 2.9% |
| 净利润同比 | — | -0.2% |
| 每股收益(稀释后) | $0.43 | $1.42 |
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
ZTS
| Q1 26 | $4.5B | $2.3B | ||
| Q4 25 | $4.5B | $2.4B | ||
| Q3 25 | $4.8B | $2.4B | ||
| Q2 25 | $4.8B | $2.5B | ||
| Q1 25 | $4.5B | $2.2B | ||
| Q4 24 | $4.4B | $2.3B | ||
| Q3 24 | $4.6B | $2.4B | ||
| Q2 24 | $4.6B | $2.4B |
净利润
PPC
ZTS
| Q1 26 | $101.5M | $601.0M | ||
| Q4 25 | $88.0M | $603.0M | ||
| Q3 25 | $342.8M | $721.0M | ||
| Q2 25 | $355.5M | $718.0M | ||
| Q1 25 | $296.0M | $631.0M | ||
| Q4 24 | $235.9M | $581.0M | ||
| Q3 24 | $349.9M | $682.0M | ||
| Q2 24 | $326.3M | $624.0M |
毛利率
PPC
ZTS
| Q1 26 | 7.6% | 71.7% | ||
| Q4 25 | 9.5% | 70.2% | ||
| Q3 25 | 13.9% | 71.5% | ||
| Q2 25 | 15.0% | 73.6% | ||
| Q1 25 | 12.4% | 72.0% | ||
| Q4 24 | 12.7% | 69.5% | ||
| Q3 24 | 14.9% | 70.6% | ||
| Q2 24 | 15.2% | 71.7% |
营业利润率
PPC
ZTS
| Q1 26 | 3.6% | — | ||
| Q4 25 | 4.5% | 31.9% | ||
| Q3 25 | 10.4% | 37.0% | ||
| Q2 25 | 10.8% | 36.7% | ||
| Q1 25 | 9.1% | 36.5% | ||
| Q4 24 | 7.0% | 31.6% | ||
| Q3 24 | 11.1% | 36.6% | ||
| Q2 24 | 9.7% | 33.0% |
净利率
PPC
ZTS
| Q1 26 | 2.2% | 26.6% | ||
| Q4 25 | 1.9% | 25.3% | ||
| Q3 25 | 7.2% | 30.0% | ||
| Q2 25 | 7.5% | 29.2% | ||
| Q1 25 | 6.6% | 28.4% | ||
| Q4 24 | 5.4% | 25.1% | ||
| Q3 24 | 7.6% | 28.6% | ||
| Q2 24 | 7.2% | 26.4% |
每股收益(稀释后)
PPC
ZTS
| Q1 26 | $0.43 | $1.42 | ||
| Q4 25 | $0.37 | $1.37 | ||
| Q3 25 | $1.44 | $1.63 | ||
| Q2 25 | $1.49 | $1.61 | ||
| Q1 25 | $1.24 | $1.41 | ||
| Q4 24 | $1.00 | $1.29 | ||
| Q3 24 | $1.47 | $1.50 | ||
| Q2 24 | $1.37 | $1.37 |
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 | — |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $3.7B | — |
| 总资产 | $10.2B | — |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势,按日历期对齐
现金及短期投资
PPC
ZTS
| Q1 26 | $542.4M | — | ||
| Q4 25 | $640.2M | — | ||
| Q3 25 | $612.6M | $2.1B | ||
| Q2 25 | $849.0M | $1.4B | ||
| Q1 25 | $2.1B | $1.7B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $1.9B | $1.7B | ||
| Q2 24 | $1.3B | $1.6B |
总债务
PPC
ZTS
| Q1 26 | $3.1B | — | ||
| 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
ZTS
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.7B | $3.3B | ||
| Q3 25 | $3.5B | $5.4B | ||
| Q2 25 | $3.7B | $5.0B | ||
| Q1 25 | $3.1B | $4.7B | ||
| Q4 24 | $4.2B | $4.8B | ||
| Q3 24 | $4.2B | $5.2B | ||
| Q2 24 | $3.7B | $5.0B |
总资产
PPC
ZTS
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.3B | $15.5B | ||
| Q3 25 | $10.0B | $15.2B | ||
| Q2 25 | $10.1B | $14.5B | ||
| Q1 25 | $11.0B | $14.1B | ||
| Q4 24 | $10.7B | $14.2B | ||
| Q3 24 | $10.7B | $14.4B | ||
| Q2 24 | $10.1B | $14.2B |
负债/权益比
PPC
ZTS
| Q1 26 | 0.83× | — | ||
| 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× | — |
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% |
ZTS
| Companion Animal | $1.5B | 67% |
| Livestock | $720.0M | 32% |
| Contract Manufacturing & Human Health | $23.0M | 1% |