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J&J SNACK FOODS CORP(JJSF)とMSA Safety Inc(MSA)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
MSA Safety Incの直近四半期売上が大きい($510.9M vs $343.8M、J&J SNACK FOODS CORPの約1.5倍)。MSA Safety Incの純利益率が高く(17.0% vs 0.3%、差は16.8%)。MSA Safety Incの前年同期比売上増加率が高い(2.2% vs -5.2%)。MSA Safety Incの直近四半期フリーキャッシュフローが多い($106.0M vs $17.0M)。過去8四半期でMSA Safety Incの売上複合成長率が高い(11.2% vs -2.2%)
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。
MSAセーフティ(別名マイン・セーフティ・アプライアンシズ)は米国の安全機器メーカー兼サプライヤーで、建設、軍事、消防、化学、石油・ガス生産など危険を伴う業界向けに製品を供給し、本社はピッツバーグ郊外のクランベリーに所在しています。
JJSF vs MSA — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $343.8M | $510.9M |
| 純利益 | $883.0K | $86.9M |
| 粗利率 | 27.9% | 46.9% |
| 営業利益率 | 0.2% | 22.3% |
| 純利益率 | 0.3% | 17.0% |
| 売上前年比 | -5.2% | 2.2% |
| 純利益前年比 | -82.8% | -1.2% |
| EPS(希薄化後) | $0.05 | $2.22 |
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 | $510.9M | ||
| Q3 25 | $410.2M | $468.4M | ||
| Q2 25 | $454.3M | $474.1M | ||
| Q1 25 | $356.1M | $421.3M | ||
| Q4 24 | $362.6M | $499.7M | ||
| Q3 24 | $426.8M | $432.7M | ||
| Q2 24 | $440.0M | $462.5M | ||
| Q1 24 | $359.7M | $413.3M |
| Q4 25 | $883.0K | $86.9M | ||
| Q3 25 | $11.4M | $69.6M | ||
| Q2 25 | $44.2M | $62.8M | ||
| Q1 25 | $4.8M | $59.6M | ||
| Q4 24 | $5.1M | $87.9M | ||
| Q3 24 | $29.6M | $66.6M | ||
| Q2 24 | $36.3M | $72.2M | ||
| Q1 24 | $13.3M | $58.1M |
| Q4 25 | 27.9% | 46.9% | ||
| Q3 25 | 31.7% | 46.5% | ||
| Q2 25 | 33.0% | 46.6% | ||
| Q1 25 | 26.9% | 45.9% | ||
| Q4 24 | 25.9% | 46.9% | ||
| Q3 24 | 31.8% | 47.9% | ||
| Q2 24 | 33.6% | 48.2% | ||
| Q1 24 | 30.1% | 47.3% |
| Q4 25 | 0.2% | 22.3% | ||
| Q3 25 | 2.8% | 20.1% | ||
| Q2 25 | 13.3% | 18.1% | ||
| Q1 25 | 1.7% | 18.5% | ||
| Q4 24 | 1.7% | 23.5% | ||
| Q3 24 | 9.3% | 21.1% | ||
| Q2 24 | 11.4% | 21.6% | ||
| Q1 24 | 5.0% | 19.4% |
| Q4 25 | 0.3% | 17.0% | ||
| Q3 25 | 2.8% | 14.9% | ||
| Q2 25 | 9.7% | 13.2% | ||
| Q1 25 | 1.4% | 14.1% | ||
| Q4 24 | 1.4% | 17.6% | ||
| Q3 24 | 6.9% | 15.4% | ||
| Q2 24 | 8.3% | 15.6% | ||
| Q1 24 | 3.7% | 14.1% |
| Q4 25 | $0.05 | $2.22 | ||
| Q3 25 | $0.59 | $1.77 | ||
| Q2 25 | $2.26 | $1.59 | ||
| Q1 25 | $0.25 | $1.51 | ||
| Q4 24 | $0.26 | $2.22 | ||
| Q3 24 | $1.52 | $1.69 | ||
| Q2 24 | $1.87 | $1.83 | ||
| Q1 24 | $0.69 | $1.47 |
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 | $165.1M |
| 総負債低いほど良い | — | $580.9M |
| 株主資本純資産 | $912.9M | $1.4B |
| 総資産 | $1.3B | $2.6B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.42× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $66.8M | $165.1M | ||
| Q3 25 | $105.9M | $170.0M | ||
| Q2 25 | $77.4M | $147.0M | ||
| Q1 25 | $48.5M | $170.6M | ||
| Q4 24 | $73.6M | $164.6M | ||
| Q3 24 | $73.4M | $154.4M | ||
| Q2 24 | $64.0M | $146.8M | ||
| Q1 24 | $43.6M | $148.3M |
| Q4 25 | — | $580.9M | ||
| Q3 25 | — | $628.6M | ||
| Q2 25 | — | $679.3M | ||
| Q1 25 | — | $502.1M | ||
| Q4 24 | — | $508.0M | ||
| Q3 24 | — | $554.7M | ||
| Q2 24 | — | $588.2M | ||
| Q1 24 | — | $596.2M |
| Q4 25 | $912.9M | $1.4B | ||
| Q3 25 | $966.7M | $1.3B | ||
| Q2 25 | $969.9M | $1.3B | ||
| Q1 25 | $935.0M | $1.2B | ||
| Q4 24 | $946.8M | $1.1B | ||
| Q3 24 | $957.0M | $1.1B | ||
| Q2 24 | $937.9M | $1.0B | ||
| Q1 24 | $915.7M | $994.8M |
| Q4 25 | $1.3B | $2.6B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.4B | $2.6B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $1.3B | $2.2B | ||
| Q3 24 | $1.4B | $2.2B | ||
| Q2 24 | $1.4B | $2.2B | ||
| Q1 24 | $1.3B | $2.2B |
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.54× | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | 0.44× | ||
| Q3 24 | — | 0.51× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 0.60× |
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 | $122.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $17.0M | $106.0M |
| FCFマージンFCF / 売上 | 4.9% | 20.8% |
| 設備投資強度設備投資 / 売上 | 5.5% | 3.2% |
| キャッシュ転換率営業CF / 純利益 | 40.73× | 1.41× |
| 直近12ヶ月FCF直近4四半期 | $83.1M | $295.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $36.0M | $122.4M | ||
| Q3 25 | $66.4M | $112.5M | ||
| Q2 25 | $51.2M | $67.2M | ||
| Q1 25 | $12.3M | $61.8M | ||
| Q4 24 | $35.2M | $107.9M | ||
| Q3 24 | $46.3M | $84.3M | ||
| Q2 24 | $65.0M | $53.3M | ||
| Q1 24 | $12.7M | $50.9M |
| Q4 25 | $17.0M | $106.0M | ||
| Q3 25 | $44.8M | $100.5M | ||
| Q2 25 | $28.5M | $37.9M | ||
| Q1 25 | $-7.2M | $51.0M | ||
| Q4 24 | $16.1M | $93.5M | ||
| Q3 24 | $29.1M | $70.1M | ||
| Q2 24 | $45.3M | $39.0M | ||
| Q1 24 | $-4.0M | $39.7M |
| Q4 25 | 4.9% | 20.8% | ||
| Q3 25 | 10.9% | 21.4% | ||
| Q2 25 | 6.3% | 8.0% | ||
| Q1 25 | -2.0% | 12.1% | ||
| Q4 24 | 4.4% | 18.7% | ||
| Q3 24 | 6.8% | 16.2% | ||
| Q2 24 | 10.3% | 8.4% | ||
| Q1 24 | -1.1% | 9.6% |
| Q4 25 | 5.5% | 3.2% | ||
| Q3 25 | 5.3% | 2.6% | ||
| Q2 25 | 5.0% | 6.2% | ||
| Q1 25 | 5.5% | 2.6% | ||
| Q4 24 | 5.3% | 2.9% | ||
| Q3 24 | 4.0% | 3.3% | ||
| Q2 24 | 4.5% | 3.1% | ||
| Q1 24 | 4.6% | 2.7% |
| Q4 25 | 40.73× | 1.41× | ||
| Q3 25 | 5.84× | 1.62× | ||
| Q2 25 | 1.16× | 1.07× | ||
| Q1 25 | 2.55× | 1.04× | ||
| Q4 24 | 6.84× | 1.23× | ||
| Q3 24 | 1.56× | 1.27× | ||
| Q2 24 | 1.79× | 0.74× | ||
| Q1 24 | 0.96× | 0.88× |
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% |
MSA
| Americas Segment | $335.2M | 66% |
| International Segment | $175.7M | 34% |