vs
J&J SNACK FOODS CORP（JJSF）とMINERALS TECHNOLOGIES INC（MTX）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
MINERALS TECHNOLOGIES INCの直近四半期売上が大きい（$519.5M vs $343.8M、J&J SNACK FOODS CORPの約1.5倍）。MINERALS TECHNOLOGIES INCの純利益率が高く（7.2% vs 0.3%、差は6.9%）。MINERALS TECHNOLOGIES INCの前年同期比売上増加率が高い（0.3% vs -5.2%）。MINERALS TECHNOLOGIES INCの直近四半期フリーキャッシュフローが多い（$31.9M vs $17.0M）。過去8四半期でMINERALS TECHNOLOGIES INCの売上複合成長率が高い（-1.4% 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。
コンパスミネラルズインターナショナルは米国の上場企業で、塩、塩化マグネシウム、硫酸カリウムなどの鉱物の大手生産者であり、本社はカンザス州オーバーランドパークに所在する。北米と英国の顧客に道路除氷用のバルク塩を提供するほか、世界中の栽培者に植物栄養製品を供給し、一般向け除氷製品、水処理製品、民生・業務用の関連鉱物製品も生産している。
JJSF vs MTX — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $343.8M | $519.5M |
| 純利益 | $883.0K | $37.2M |
| 粗利率 | 27.9% | 24.0% |
| 営業利益率 | 0.2% | 11.9% |
| 純利益率 | 0.3% | 7.2% |
| 売上前年比 | -5.2% | 0.3% |
| 純利益前年比 | -82.8% | -31.1% |
| EPS（希薄化後） | $0.05 | $1.11 |
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 | $519.5M | ||
| Q3 25 | $410.2M | $532.4M | ||
| Q2 25 | $454.3M | $528.9M | ||
| Q1 25 | $356.1M | $491.8M | ||
| Q4 24 | $362.6M | $518.1M | ||
| Q3 24 | $426.8M | $524.7M | ||
| Q2 24 | $440.0M | $541.2M | ||
| Q1 24 | $359.7M | $534.5M |
| Q4 25 | $883.0K | $37.2M | ||
| Q3 25 | $11.4M | $43.0M | ||
| Q2 25 | $44.2M | $45.4M | ||
| Q1 25 | $4.8M | $-144.0M | ||
| Q4 24 | $5.1M | $54.0M | ||
| Q3 24 | $29.6M | $46.7M | ||
| Q2 24 | $36.3M | $19.7M | ||
| Q1 24 | $13.3M | $46.7M |
| Q4 25 | 27.9% | 24.0% | ||
| Q3 25 | 31.7% | 25.7% | ||
| Q2 25 | 33.0% | 25.9% | ||
| Q1 25 | 26.9% | 24.3% | ||
| Q4 24 | 25.9% | 25.6% | ||
| Q3 24 | 31.8% | 25.8% | ||
| Q2 24 | 33.6% | 26.6% | ||
| Q1 24 | 30.1% | 25.4% |
| Q4 25 | 0.2% | 11.9% | ||
| Q3 25 | 2.8% | 13.3% | ||
| Q2 25 | 13.3% | 14.1% | ||
| Q1 25 | 1.7% | -32.6% | ||
| Q4 24 | 1.7% | 16.2% | ||
| Q3 24 | 9.3% | 14.6% | ||
| Q2 24 | 11.4% | 9.3% | ||
| Q1 24 | 5.0% | 14.1% |
| Q4 25 | 0.3% | 7.2% | ||
| Q3 25 | 2.8% | 8.1% | ||
| Q2 25 | 9.7% | 8.6% | ||
| Q1 25 | 1.4% | -29.3% | ||
| Q4 24 | 1.4% | 10.4% | ||
| Q3 24 | 6.9% | 8.9% | ||
| Q2 24 | 8.3% | 3.6% | ||
| Q1 24 | 3.7% | 8.7% |
| Q4 25 | $0.05 | $1.11 | ||
| Q3 25 | $0.59 | $1.37 | ||
| Q2 25 | $2.26 | $1.44 | ||
| Q1 25 | $0.25 | $-4.51 | ||
| Q4 24 | $0.26 | $1.67 | ||
| Q3 24 | $1.52 | $1.45 | ||
| Q2 24 | $1.87 | $0.61 | ||
| Q1 24 | $0.69 | $1.44 |
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 | $332.6M |
| 総負債低いほど良い | — | $961.3M |
| 株主資本純資産 | $912.9M | $1.7B |
| 総資産 | $1.3B | $3.5B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.56× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $66.8M | $332.6M | ||
| Q3 25 | $105.9M | $328.3M | ||
| Q2 25 | $77.4M | $319.9M | ||
| Q1 25 | $48.5M | $312.2M | ||
| Q4 24 | $73.6M | $337.1M | ||
| Q3 24 | $73.4M | $324.5M | ||
| Q2 24 | $64.0M | $316.4M | ||
| Q1 24 | $43.6M | $320.1M |
| Q4 25 | — | $961.3M | ||
| Q3 25 | — | $964.3M | ||
| Q2 25 | — | $965.6M | ||
| Q1 25 | — | $966.7M | ||
| Q4 24 | — | $966.1M | ||
| Q3 24 | — | $922.9M | ||
| Q2 24 | — | $922.4M | ||
| Q1 24 | — | $925.8M |
| Q4 25 | $912.9M | $1.7B | ||
| Q3 25 | $966.7M | $1.7B | ||
| Q2 25 | $969.9M | $1.7B | ||
| Q1 25 | $935.0M | $1.6B | ||
| Q4 24 | $946.8M | $1.7B | ||
| Q3 24 | $957.0M | $1.7B | ||
| Q2 24 | $937.9M | $1.7B | ||
| Q1 24 | $915.7M | $1.7B |
| Q4 25 | $1.3B | $3.5B | ||
| Q3 25 | $1.4B | $3.5B | ||
| Q2 25 | $1.4B | $3.5B | ||
| Q1 25 | $1.4B | $3.4B | ||
| Q4 24 | $1.3B | $3.4B | ||
| Q3 24 | $1.4B | $3.4B | ||
| Q2 24 | $1.4B | $3.3B | ||
| Q1 24 | $1.3B | $3.3B |
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.58× | ||
| Q2 25 | — | 0.58× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.55× | ||
| Q1 24 | — | 0.56× |
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 | $64.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $17.0M | $31.9M |
| FCFマージンFCF / 売上 | 4.9% | 6.1% |
| 設備投資強度設備投資 / 売上 | 5.5% | 6.2% |
| キャッシュ転換率営業CF / 純利益 | 40.73× | 1.73× |
| 直近12ヶ月FCF直近4四半期 | $83.1M | $86.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $36.0M | $64.3M | ||
| Q3 25 | $66.4M | $70.9M | ||
| Q2 25 | $51.2M | $62.9M | ||
| Q1 25 | $12.3M | $-4.4M | ||
| Q4 24 | $35.2M | $70.4M | ||
| Q3 24 | $46.3M | $60.0M | ||
| Q2 24 | $65.0M | $50.1M | ||
| Q1 24 | $12.7M | $55.9M |
| Q4 25 | $17.0M | $31.9M | ||
| Q3 25 | $44.8M | $43.6M | ||
| Q2 25 | $28.5M | $33.8M | ||
| Q1 25 | $-7.2M | $-22.7M | ||
| Q4 24 | $16.1M | $42.3M | ||
| Q3 24 | $29.1M | $35.3M | ||
| Q2 24 | $45.3M | $29.9M | ||
| Q1 24 | $-4.0M | $39.4M |
| Q4 25 | 4.9% | 6.1% | ||
| Q3 25 | 10.9% | 8.2% | ||
| Q2 25 | 6.3% | 6.4% | ||
| Q1 25 | -2.0% | -4.6% | ||
| Q4 24 | 4.4% | 8.2% | ||
| Q3 24 | 6.8% | 6.7% | ||
| Q2 24 | 10.3% | 5.5% | ||
| Q1 24 | -1.1% | 7.4% |
| Q4 25 | 5.5% | 6.2% | ||
| Q3 25 | 5.3% | 5.1% | ||
| Q2 25 | 5.0% | 5.5% | ||
| Q1 25 | 5.5% | 3.7% | ||
| Q4 24 | 5.3% | 5.4% | ||
| Q3 24 | 4.0% | 4.7% | ||
| Q2 24 | 4.5% | 3.7% | ||
| Q1 24 | 4.6% | 3.1% |
| Q4 25 | 40.73× | 1.73× | ||
| Q3 25 | 5.84× | 1.65× | ||
| Q2 25 | 1.16× | 1.39× | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | 1.30× | ||
| Q3 24 | 1.56× | 1.28× | ||
| Q2 24 | 1.79× | 2.54× | ||
| Q1 24 | 0.96× | 1.20× |
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% |
MTX
| High Temperature Technologies | $178.0M | 34% |
| Specialty Additives | $141.8M | 27% |
| Household And Personal Care | $132.5M | 26% |
| Environmental And Infrastructure | $67.2M | 13% |
