vs
Church & Dwight（CHD）とSANFILIPPO JOHN B & SON INC（JBSS）の財務データ比較。上の社名をクリックして会社を切り替えられます
Church & Dwightの直近四半期売上が大きい（$1.6B vs $314.8M、SANFILIPPO JOHN B & SON INCの約5.2倍）。Church & Dwightの純利益率が高く（8.7% vs 5.7%、差は3.0%）。SANFILIPPO JOHN B & SON INCの前年同期比売上増加率が高い（4.6% vs 3.9%）。過去8四半期でSANFILIPPO JOHN B & SON INCの売上複合成長率が高い（7.6% vs 4.6%）
チャーチ・アンド・ドワイトはアメリカの消費財企業で、1847年に創業し本社はニュージャージー州ユーイングにある。パーソナルケア、家庭用品、特殊製品を主力事業とし、Arm & Hammer、Trojanなどの有名ブランドを傘下に持ち、2022年の売上高は54億米ドルに達した。
ジョン・B・サンフィリッポ&サン社（JBSS）は米国の代表的なナッツ・スナック加工流通企業で、木の実、ピーナッツ、ドライフルーツ、付加価値スナックを取り扱い、北米の小売、外食、工業原料顧客に自社ブランドとプライベートブランドの製品を提供しています。
CHD vs JBSS — 直接比較
損益計算書 — Q4 2025 vs Q2 2026
| 指標 | | |
|---|---|---|
| 売上 | $1.6B | $314.8M |
| 純利益 | $143.5M | $18.0M |
| 粗利率 | 45.8% | 18.8% |
| 営業利益率 | 16.2% | 8.3% |
| 純利益率 | 8.7% | 5.7% |
| 売上前年比 | 3.9% | 4.6% |
| 純利益前年比 | -24.2% | 32.1% |
| EPS（希薄化後） | $0.60 | $1.53 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $1.6B | $314.8M | ||
| Q3 25 | $1.6B | $298.7M | ||
| Q2 25 | $1.5B | $269.1M | ||
| Q1 25 | $1.5B | $260.9M | ||
| Q4 24 | $1.6B | $301.1M | ||
| Q3 24 | $1.5B | $276.2M | ||
| Q2 24 | $1.5B | $269.6M | ||
| Q1 24 | $1.5B | $271.9M |
| Q4 25 | $143.5M | $18.0M | ||
| Q3 25 | $182.2M | $18.7M | ||
| Q2 25 | $191.0M | $13.5M | ||
| Q1 25 | $220.1M | $20.2M | ||
| Q4 24 | $189.2M | $13.6M | ||
| Q3 24 | $-75.1M | $11.7M | ||
| Q2 24 | $243.5M | $10.0M | ||
| Q1 24 | $227.7M | $13.5M |
| Q4 25 | 45.8% | 18.8% | ||
| Q3 25 | 45.1% | 18.1% | ||
| Q2 25 | 43.0% | 18.1% | ||
| Q1 25 | 45.0% | 21.4% | ||
| Q4 24 | 44.7% | 17.4% | ||
| Q3 24 | 45.2% | 16.9% | ||
| Q2 24 | 47.1% | 18.5% | ||
| Q1 24 | 45.7% | 18.1% |
| Q4 25 | 16.2% | 8.3% | ||
| Q3 25 | 16.1% | 9.0% | ||
| Q2 25 | 17.4% | 7.5% | ||
| Q1 25 | 20.1% | 10.8% | ||
| Q4 24 | 16.2% | 6.4% | ||
| Q3 24 | -6.1% | 6.2% | ||
| Q2 24 | 22.3% | 5.4% | ||
| Q1 24 | 20.3% | 6.7% |
| Q4 25 | 8.7% | 5.7% | ||
| Q3 25 | 11.5% | 6.3% | ||
| Q2 25 | 12.7% | 5.0% | ||
| Q1 25 | 15.0% | 7.7% | ||
| Q4 24 | 12.0% | 4.5% | ||
| Q3 24 | -5.0% | 4.2% | ||
| Q2 24 | 16.1% | 3.7% | ||
| Q1 24 | 15.1% | 5.0% |
| Q4 25 | $0.60 | $1.53 | ||
| Q3 25 | $0.75 | $1.59 | ||
| Q2 25 | $0.78 | $1.15 | ||
| Q1 25 | $0.89 | $1.72 | ||
| Q4 24 | $0.76 | $1.16 | ||
| Q3 24 | $-0.31 | $1.00 | ||
| Q2 24 | $0.99 | $0.85 | ||
| Q1 24 | $0.93 | $1.15 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $409.0M | $2.4M |
| 総負債低いほど良い | $2.2B | $28.8M |
| 株主資本純資産 | $4.0B | $370.1M |
| 総資産 | $8.9B | $617.7M |
| 負債/資本比率低いほどレバレッジが低い | 0.55× | 0.08× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $409.0M | $2.4M | ||
| Q3 25 | $305.3M | $714.0K | ||
| Q2 25 | $923.2M | $585.0K | ||
| Q1 25 | $1.1B | $1.3M | ||
| Q4 24 | $964.1M | $336.0K | ||
| Q3 24 | $752.1M | $442.0K | ||
| Q2 24 | $491.7M | $484.0K | ||
| Q1 24 | $349.7M | $377.0K |
| Q4 25 | $2.2B | $28.8M | ||
| Q3 25 | $2.2B | $29.8M | ||
| Q2 25 | $2.2B | $14.6M | ||
| Q1 25 | $2.2B | $5.8M | ||
| Q4 24 | $2.2B | $6.0M | ||
| Q3 24 | $2.2B | $6.2M | ||
| Q2 24 | $2.2B | $6.4M | ||
| Q1 24 | $2.2B | $6.6M |
| Q4 25 | $4.0B | $370.1M | ||
| Q3 25 | $4.2B | $362.8M | ||
| Q2 25 | $4.4B | $360.7M | ||
| Q1 25 | $4.6B | $346.6M | ||
| Q4 24 | $4.4B | $325.6M | ||
| Q3 24 | $4.2B | $310.8M | ||
| Q2 24 | $4.3B | $322.6M | ||
| Q1 24 | $4.1B | $321.8M |
| Q4 25 | $8.9B | $617.7M | ||
| Q3 25 | $9.1B | $598.7M | ||
| Q2 25 | $8.8B | $597.6M | ||
| Q1 25 | $9.0B | $590.0M | ||
| Q4 24 | $8.9B | $545.3M | ||
| Q3 24 | $8.7B | $519.4M | ||
| Q2 24 | $8.8B | $515.6M | ||
| Q1 24 | $8.6B | $491.9M |
| Q4 25 | 0.55× | 0.08× | ||
| Q3 25 | 0.52× | 0.08× | ||
| Q2 25 | 0.50× | 0.04× | ||
| Q1 25 | 0.48× | 0.02× | ||
| Q4 24 | 0.51× | 0.02× | ||
| Q3 24 | 0.53× | 0.02× | ||
| Q2 24 | 0.51× | 0.02× | ||
| Q1 24 | 0.54× | 0.02× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | — | $62.5M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $40.0M |
| FCFマージンFCF / 売上 | — | 12.7% |
| 設備投資強度設備投資 / 売上 | 3.4% | 7.1% |
| キャッシュ転換率営業CF / 純利益 | — | 3.48× |
| 直近12ヶ月FCF直近4四半期 | — | $32.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $62.5M | ||
| Q3 25 | — | $32.1M | ||
| Q2 25 | — | $36.5M | ||
| Q1 25 | — | $-25.9M | ||
| Q4 24 | $292.3M | $11.0M | ||
| Q3 24 | $364.0M | $8.9M | ||
| Q2 24 | $236.9M | $35.2M | ||
| Q1 24 | $263.0M | $5.3M |
| Q4 25 | — | $40.0M | ||
| Q3 25 | — | $7.3M | ||
| Q2 25 | — | $23.0M | ||
| Q1 25 | — | $-37.6M | ||
| Q4 24 | $237.7M | $-2.7M | ||
| Q3 24 | $315.4M | $-3.0M | ||
| Q2 24 | $206.6M | $24.4M | ||
| Q1 24 | $216.7M | $-1.3M |
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | 8.6% | ||
| Q1 25 | — | -14.4% | ||
| Q4 24 | 15.0% | -0.9% | ||
| Q3 24 | 20.9% | -1.1% | ||
| Q2 24 | 13.7% | 9.0% | ||
| Q1 24 | 14.4% | -0.5% |
| Q4 25 | 3.4% | 7.1% | ||
| Q3 25 | 1.8% | 8.3% | ||
| Q2 25 | 1.5% | 5.0% | ||
| Q1 25 | 1.1% | 4.5% | ||
| Q4 24 | 3.5% | 4.5% | ||
| Q3 24 | 3.2% | 4.3% | ||
| Q2 24 | 2.0% | 4.0% | ||
| Q1 24 | 3.1% | 2.4% |
| Q4 25 | — | 3.48× | ||
| Q3 25 | — | 1.72× | ||
| Q2 25 | — | 2.70× | ||
| Q1 25 | — | -1.29× | ||
| Q4 24 | 1.54× | 0.81× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | 0.97× | 3.52× | ||
| Q1 24 | 1.16× | 0.39× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
CHD
| Household Products | $645.3M | 39% |
| Personal Care Products | $625.9M | 38% |
| Consumer International | $299.8M | 18% |
| Specialty Products Division | $73.2M | 4% |
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
