Stocks股票 / Staples / PPC
PPC US listed · USD美股 · 美元
Pilgrim's Pride Corporation is an American, multi-national food company, currently one of the largest chicken producers in the United States and Puerto Rico and the second-largest chicken producer in Mexico. It exited bankruptcy in December 2009 and relocated its U.S....Pilgrim's Pride Corporation是一家美国跨国食品公司,目前是美国和波多黎各最大的鸡肉生产商之一,也是墨西哥第二大鸡肉生产商。该公司于2009年12月退出破产保护,并于2011年将其美国总部迁至科罗拉多州格里利。
Company news公司新闻
The latest reporting最新报道
One story, with the reporting behind it.将同一事件汇总,保留各来源报道。
The latest call, in context把最新财报放回历史脉络
A synthesized event record across management commentary and recorded metrics. Read as context; verify exact wording in the transcript before relying.综合管理层表述与记录指标形成事件档案。仅供参考;使用前请在电话会原文中核对准确措辞。
Live company record实时公司记录
JavaScript loads the source-bounded event record here. Open Terminal if the live module does not start.JavaScript 会在此加载受来源约束的事件记录。如实时模块未启动,请打开终端。
Continue with full transcript history继续查看完整电话会历史 ↗Price chart价格图表
Technicals技术面
daily bars日线数据 · 2026-10-26Earnings财务业绩
next report下次财报 2026-11-04Estimates being cut预期下调
Mixed — beat 1 of last 4 quarters表现不稳 — 近 4 季中 1 季超预期
Post-earnings drift: +10.5% (20d)财报后漂移:+10.5%(20日)
EPS surprise vs consensus, last quarters每股收益相对预期的超预期幅度(近几个季度) · average平均 -11.4%
Valuation估值
Looks cheap vs sector相对行业偏便宜| Multiple指标 | PPC | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率(历史) | 6.17x | 23.99 | |
| P/B市净率 | 1.82x | 3.29 | |
| P/S市销率 | 0.36x | 1.21 | |
| Earnings yield盈利收益率 | 16.20% | 3.90 | |
| FCF yield自由现金流收益率 | 9.77% | 5.06 | |
| EV/EBITDA企业价值/EBITDA | 2.92x | 12.97 | |
| P/FCF市值/自由现金流 | 10.23x | 19.40 |
Financials财务数据
fiscal years财年Leverage杠杆
Capital allocation资本配置
Debt coming due到期债务
FY2022 10-KIn the 12-month bucket following fiscal period end 2022-12-25, it reported $24.5M due — about 2% of its disclosed principal.在财年期末 2022-12-25 之后12个月的区间内,已披露到期本金为 $24.5M,约占其披露本金的 2%。
All maturity buckets are measured from fiscal period end 2022-12-25, not from today.所有到期区间均从财年期末 2022-12-25 起算,而非从今天起算。
Cash reported at 2025-12-28: $640235000.截至 2025-12-28 披露的现金:$640235000。 Operating cash flow exceeded or equaled equipment spending over 2024-12-30 to 2025-12-28; no cash burn to measure.在 2024-12-30 至 2025-12-28 期间,经营现金流不低于设备支出,无可衡量的现金消耗。
Capital-need coverage is partial; incomplete or incompatible filing inputs are not combined.资本需求覆盖信息不完整;不会合并不完整或不兼容的报告数据。
Any available cash-flow scenario is context only. Missing or incompatible inputs are not replaced with zero or a financing forecast.可用现金流情景仅供参考;缺失或不兼容的输入不以零值或融资预测替代。
Sources and cash-flow calculation来源与现金流计算
Figures are XBRL facts from one filing — no two years are mixed. Filing数据取自同一份文件中的 XBRL 事实,不跨文件拼接。文件
0000802481-23-000013, period ending报告期截至 2022-12-25, unit单位 USD.
Cache acquired缓存获取时间: 2026-10-01T09:28:24.364728+00:00.
5/6 buckets reported.个区间有披露。
LongTermDebtMaturitiesRepaymentsOfPrincipalInNextTwelveMonthsLongTermDebtMaturitiesRepaymentsOfPrincipalInYearTwoLongTermDebtMaturitiesRepaymentsOfPrincipalInYearThreeLongTermDebtMaturitiesRepaymentsOfPrincipalInYearFourLongTermDebtMaturitiesRepaymentsOfPrincipalInYearFiveLongTermDebtMaturitiesRepaymentsOfPrincipalAfterYearFive— period_mismatch
Annual period年度区间 2024-12-30 — 2025-12-28 · USD · 10-K · 0000802481-26-000011 · Filed提交日期 2026-02-12.
Cache acquired缓存获取时间: 2026-10-01T09:28:24.364728+00:00 · Evaluated as of评估截至 2026-10-26.
- Reported operating cash flow已披露经营活动现金流: $1371650000
- Reported equipment spending (capex outflow)已披露设备支出(资本开支流出): $718500000
- Derived free cash flow (operating cash flow minus capex)计算所得自由现金流(经营现金流减资本开支): $653150000
Cash is the reported balance at period end. The runway scenario holds this annual cash-flow pace constant and excludes debt payments, restricted-cash adjustments and future financing.现金为期末已披露余额。现金跑道情景假设本年度现金流速度保持不变,不包括债务偿还、受限现金调整与未来融资。
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚Signal history信号历史
engine events引擎事件Company profile公司档案
Pilgrim's Pride Corporation is an American, multi-national food company, currently one of the largest chicken producers in the United States and Puerto Rico and the second-largest chicken producer in Mexico. It exited bankruptcy in December 2009 and relocated its U.S....Pilgrim's Pride Corporation是一家美国跨国食品公司,目前是美国和波多黎各最大的鸡肉生产商之一,也是墨西哥第二大鸡肉生产商。该公司于2009年12月退出破产保护,并于2011年将其美国总部迁至科罗拉多州格里利。
- Margin compression despite revenue growth
- Receivables stretch
- Capital intensity rising
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Valuation vs sector估值对比行业
| Multiple指标 | This stock本股 | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率(静态) | 6.2× | 24.0× | 98% |
| Price / Book市净率 | 1.8× | 3.3× | 70% |
| Price / Sales市销率 | 0.4× | 1.2× | 84% |
| EV / EBITDAEV/EBITDA | 2.9× | 13.0× | 97% |
| Earnings yield盈利收益率 | 16.2% | 3.9% | 100% |
| Free-cash-flow yield自由现金流收益率 | 20.5% | 7.8% | 96% |
Relative strength相对强度
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | -4.4% | -0.4% |
| 1 Month近1月 | +1.8% | -1.0% |
| 3 Months近3月 | -1.9% | +3.1% |
| 6 Months近6月 | -16.4% | +7.0% |
| Year to date年初至今 | -29.4% | +12.1% |
| 1 Year近1年 | -25.2% | +14.4% |
| 3 Years近3年 | +41.8% | +86.0% |
Trading information交易信息
Multi-year record多年财务记录
| 20202020 | 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | $12.1B | $14.8B | $17.5B | $17.4B | $17.9B | $18.5B |
| EPS每股收益 | $0.39 | $0.13 | $3.10 | $1.36 | $4.57 | $4.54 |
| Free cash flow自由现金流 | $369M | $-55M | $183M | $120M | $1.5B | $653M |
| Gross margin毛利率 | 6.9% | 9.2% | 10.4% | 6.4% | 12.9% | 12.7% |
| Net margin净利率 | 0.8% | 0.2% | 4.3% | 1.9% | 6.1% | 5.9% |
| FCF margin自由现金流利润率 | 3.1% | -0.4% | 1.0% | 0.7% | 8.6% | 3.5% |
Latest fiscal year最近财年
Returns & growth回报与增长
Accounting quality checks会计质量检查
- Earnings quality: accruals trending up over 6 fiscal years — earnings increasingly not cash-backed盈利质量:应计利润在 6 个财年间走高——盈利的现金支撑减弱
- Working capital: working capital roughly in line with sales营运资本:营运资本与销售大致同步
- Pricing power: gross margin +5.8pts over 6 years定价能力:毛利率 6 年上升 5.8 个百分点
- Capital discipline: disciplined growth, returning cash资本纪律:增长克制、回报股东
- Balance sheet: Altman Z 3.37 — safe zone资产负债表:Altman Z 3.37——安全区
Indicator readings指标读数
Timeframe alignment多周期共振
Volatility regime波动状态
Surprise history超预期历史
| Quarter季度 | Reported实际 | Expected预期 | Surprise超预期 |
|---|---|---|---|
| Jun 2026 | $0.64 | $0.75 | -14.7% |
| Mar 2026 | $0.51 | $0.69 | -26.1% |
| Dec 2025 | $0.68 | $0.78 | -12.8% |
| Sep 2025 | $1.52 | $1.41 | +7.8% |
Estimate revisions预期修正
Insiders & shorts内部人与空头
Month by month逐月统计
| Month月份 | Closed higher收涨占比 | Median move中位涨跌 | Years年数 |
|---|---|---|---|
| Jan1月 | 67% | +2.8% | 3 |
| Feb2月 | 67% | +16.2% | 3 |
| Mar3月 | 67% | +0.9% | 3 |
| Apr4月 | 67% | +4.9% | 3 |
| May5月 | 33% | -8.9% | 3 |
| Jun6月 | 67% | +0.2% | 3 |
| Jul7月 | 67% | +5.4% | 3 |
| Aug8月 | 67% | +12.6% | 3 |
| Sep9月 | 0% | -5.0% | 4 |
| Oct10月 | 75% | +5.8% | 4 |
| Nov11月 | 100% | +0.4% | 3 |
| Dec12月 | 67% | +2.7% | 3 |