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J&J SNACK FOODS CORP（JJSF）とMONRO, INC.（MNRO）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
J&J SNACK FOODS CORPの直近四半期売上が大きい（$343.8M vs $293.4M、MONRO, INC.の約1.2倍）。MONRO, INC.の純利益率が高く（3.8% vs 0.3%、差は3.5%）。MONRO, INC.の前年同期比売上増加率が高い（-4.0% vs -5.2%）。J&J SNACK FOODS CORPの直近四半期フリーキャッシュフローが多い（$17.0M vs $9.1M）。過去8四半期でJ&J SNACK FOODS CORPの売上複合成長率が高い（-2.2% vs -2.7%）
J&Jスナックフーズ社は米国の有名なブランドスナック菓子・冷凍飲料の製造・販売・流通業者で、本社はニュージャージー州マウントローレルに所在します。米国44州、メキシコ、カナダに175を超える生産・保管・流通拠点を構え、ナスダックグローバルセレクト市場に上場し、国内外の市場に事業を展開しています。
モンロー社（Monro, Inc.）は自動車サービス企業で、創業地および本社はアメリカ合衆国ニューヨーク州ロチェスターです。2025年時点で1260店舗を展開しており、店舗数と売上高においてDriven Brandsに次ぐ北米第2位の自動車サービス企業です。
JJSF vs MNRO — 直接比較
損益計算書 — Q1 FY2026 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $343.8M | $293.4M |
| 純利益 | $883.0K | $11.1M |
| 粗利率 | 27.9% | 34.9% |
| 営業利益率 | 0.2% | 6.3% |
| 純利益率 | 0.3% | 3.8% |
| 売上前年比 | -5.2% | -4.0% |
| 純利益前年比 | -82.8% | 143.1% |
| EPS（希薄化後） | $0.05 | $0.35 |
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 | $343.8M | $293.4M | ||
| Q3 25 | $410.2M | $288.9M | ||
| Q2 25 | $454.3M | $301.0M | ||
| Q1 25 | $356.1M | $295.0M | ||
| Q4 24 | $362.6M | $305.8M | ||
| Q3 24 | $426.8M | $301.4M | ||
| Q2 24 | $440.0M | $293.2M | ||
| Q1 24 | $359.7M | $310.1M |
| Q4 25 | $883.0K | $11.1M | ||
| Q3 25 | $11.4M | $5.7M | ||
| Q2 25 | $44.2M | $-8.1M | ||
| Q1 25 | $4.8M | $-21.3M | ||
| Q4 24 | $5.1M | $4.6M | ||
| Q3 24 | $29.6M | $5.6M | ||
| Q2 24 | $36.3M | $5.9M | ||
| Q1 24 | $13.3M | $3.7M |
| Q4 25 | 27.9% | 34.9% | ||
| Q3 25 | 31.7% | 35.7% | ||
| Q2 25 | 33.0% | 35.5% | ||
| Q1 25 | 26.9% | 33.0% | ||
| Q4 24 | 25.9% | 34.3% | ||
| Q3 24 | 31.8% | 35.3% | ||
| Q2 24 | 33.6% | 37.2% | ||
| Q1 24 | 30.1% | 35.5% |
| Q4 25 | 0.2% | 6.3% | ||
| Q3 25 | 2.8% | 4.4% | ||
| Q2 25 | 13.3% | -2.0% | ||
| Q1 25 | 1.7% | -8.1% | ||
| Q4 24 | 1.7% | 3.3% | ||
| Q3 24 | 9.3% | 4.4% | ||
| Q2 24 | 11.4% | 4.5% | ||
| Q1 24 | 5.0% | 3.3% |
| Q4 25 | 0.3% | 3.8% | ||
| Q3 25 | 2.8% | 2.0% | ||
| Q2 25 | 9.7% | -2.7% | ||
| Q1 25 | 1.4% | -7.2% | ||
| Q4 24 | 1.4% | 1.5% | ||
| Q3 24 | 6.9% | 1.9% | ||
| Q2 24 | 8.3% | 2.0% | ||
| Q1 24 | 3.7% | 1.2% |
| Q4 25 | $0.05 | $0.35 | ||
| Q3 25 | $0.59 | $0.18 | ||
| Q2 25 | $2.26 | $-0.28 | ||
| Q1 25 | $0.25 | $-0.74 | ||
| Q4 24 | $0.26 | $0.15 | ||
| Q3 24 | $1.52 | $0.18 | ||
| Q2 24 | $1.87 | $0.19 | ||
| Q1 24 | $0.69 | $0.12 |
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 | $66.8M | $4.9M |
| 総負債低いほど良い | — | $45.0M |
| 株主資本純資産 | $912.9M | $604.9M |
| 総資産 | $1.3B | $1.6B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.07× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $66.8M | $4.9M | ||
| Q3 25 | $105.9M | $10.5M | ||
| Q2 25 | $77.4M | $7.8M | ||
| Q1 25 | $48.5M | $20.8M | ||
| Q4 24 | $73.6M | $10.2M | ||
| Q3 24 | $73.4M | $20.9M | ||
| Q2 24 | $64.0M | $18.7M | ||
| Q1 24 | $43.6M | $6.6M |
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M | ||
| Q1 24 | — | $102.0M |
| Q4 25 | $912.9M | $604.9M | ||
| Q3 25 | $966.7M | $601.7M | ||
| Q2 25 | $969.9M | $604.9M | ||
| Q1 25 | $935.0M | $620.8M | ||
| Q4 24 | $946.8M | $648.9M | ||
| Q3 24 | $957.0M | $651.9M | ||
| Q2 24 | $937.9M | $654.4M | ||
| Q1 24 | $915.7M | $656.8M |
| Q4 25 | $1.3B | $1.6B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.4B | $1.6B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.7B | ||
| Q1 24 | $1.3B | $1.7B |
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | — | 0.16× |
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 | $36.0M | $17.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $17.0M | $9.1M |
| FCFマージンFCF / 売上 | 4.9% | 3.1% |
| 設備投資強度設備投資 / 売上 | 5.5% | 3.0% |
| キャッシュ転換率営業CF / 純利益 | 40.73× | 1.60× |
| 直近12ヶ月FCF直近4四半期 | $83.1M | $49.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $36.0M | $17.8M | ||
| Q3 25 | $66.4M | $32.3M | ||
| Q2 25 | $51.2M | $-1.9M | ||
| Q1 25 | $12.3M | $28.9M | ||
| Q4 24 | $35.2M | $14.8M | ||
| Q3 24 | $46.3M | $62.6M | ||
| Q2 24 | $65.0M | $25.6M | ||
| Q1 24 | $12.7M | $-5.3M |
| Q4 25 | $17.0M | $9.1M | ||
| Q3 25 | $44.8M | $26.6M | ||
| Q2 25 | $28.5M | $-9.3M | ||
| Q1 25 | $-7.2M | $23.2M | ||
| Q4 24 | $16.1M | $7.9M | ||
| Q3 24 | $29.1M | $57.6M | ||
| Q2 24 | $45.3M | $16.8M | ||
| Q1 24 | $-4.0M | $-11.9M |
| Q4 25 | 4.9% | 3.1% | ||
| Q3 25 | 10.9% | 9.2% | ||
| Q2 25 | 6.3% | -3.1% | ||
| Q1 25 | -2.0% | 7.9% | ||
| Q4 24 | 4.4% | 2.6% | ||
| Q3 24 | 6.8% | 19.1% | ||
| Q2 24 | 10.3% | 5.7% | ||
| Q1 24 | -1.1% | -3.8% |
| Q4 25 | 5.5% | 3.0% | ||
| Q3 25 | 5.3% | 2.0% | ||
| Q2 25 | 5.0% | 2.5% | ||
| Q1 25 | 5.5% | 1.9% | ||
| Q4 24 | 5.3% | 2.2% | ||
| Q3 24 | 4.0% | 1.6% | ||
| Q2 24 | 4.5% | 3.0% | ||
| Q1 24 | 4.6% | 2.1% |
| Q4 25 | 40.73× | 1.60× | ||
| Q3 25 | 5.84× | 5.71× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | 3.23× | ||
| Q3 24 | 1.56× | 11.08× | ||
| Q2 24 | 1.79× | 4.37× | ||
| Q1 24 | 0.96× | -1.42× |
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
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
