vs
J&J SNACK FOODS CORP（JJSF）とIngevity Corp（NGVT）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 $185.4M、Ingevity Corpの約1.9倍）。J&J SNACK FOODS CORPの純利益率が高く（0.3% vs -45.6%、差は45.9%）。Ingevity Corpの前年同期比売上増加率が高い（36.7% vs -5.2%）。Ingevity Corpの直近四半期フリーキャッシュフローが多い（$73.5M vs $17.0M）。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 -26.2%）
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。
インジェビティコープは世界的な特殊化学品・先端材料メーカーで、高性能炭素材料、舗装保全ソリューション、特殊化学製品を生産しています。自動車排出ガス制御、工業浄化、道路インフラ、農業資材を主要市場とし、事業は北米、欧州、アジア太平洋地域に展開しています。
JJSF vs NGVT — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $343.8M | $185.4M |
| 純利益 | $883.0K | $-84.6M |
| 粗利率 | 27.9% | 41.2% |
| 営業利益率 | 0.2% | -47.7% |
| 純利益率 | 0.3% | -45.6% |
| 売上前年比 | -5.2% | 36.7% |
| 純利益前年比 | -82.8% | -609.6% |
| EPS（希薄化後） | $0.05 | $-2.33 |
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 | $185.4M | ||
| Q3 25 | $410.2M | $333.1M | ||
| Q2 25 | $454.3M | $365.1M | ||
| Q1 25 | $356.1M | $284.0M | ||
| Q4 24 | $362.6M | $135.6M | ||
| Q3 24 | $426.8M | $333.8M | ||
| Q2 24 | $440.0M | $390.6M | ||
| Q1 24 | $359.7M | $340.1M |
| Q4 25 | $883.0K | $-84.6M | ||
| Q3 25 | $11.4M | $43.5M | ||
| Q2 25 | $44.2M | $-146.5M | ||
| Q1 25 | $4.8M | $20.5M | ||
| Q4 24 | $5.1M | $16.6M | ||
| Q3 24 | $29.6M | $-107.2M | ||
| Q2 24 | $36.3M | $-283.7M | ||
| Q1 24 | $13.3M | $-56.0M |
| Q4 25 | 27.9% | 41.2% | ||
| Q3 25 | 31.7% | 40.2% | ||
| Q2 25 | 33.0% | 37.8% | ||
| Q1 25 | 26.9% | 39.9% | ||
| Q4 24 | 25.9% | 81.3% | ||
| Q3 24 | 31.8% | 39.4% | ||
| Q2 24 | 33.6% | 31.5% | ||
| Q1 24 | 30.1% | 29.3% |
| Q4 25 | 0.2% | -47.7% | ||
| Q3 25 | 2.8% | 18.7% | ||
| Q2 25 | 13.3% | -39.1% | ||
| Q1 25 | 1.7% | 9.4% | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 9.3% | 33.0% | ||
| Q2 24 | 11.4% | 25.9% | ||
| Q1 24 | 5.0% | 22.6% |
| Q4 25 | 0.3% | -45.6% | ||
| Q3 25 | 2.8% | 13.1% | ||
| Q2 25 | 9.7% | -40.1% | ||
| Q1 25 | 1.4% | 7.2% | ||
| Q4 24 | 1.4% | 12.2% | ||
| Q3 24 | 6.9% | -32.1% | ||
| Q2 24 | 8.3% | -72.6% | ||
| Q1 24 | 3.7% | -16.5% |
| Q4 25 | $0.05 | $-2.33 | ||
| Q3 25 | $0.59 | $1.18 | ||
| Q2 25 | $2.26 | $-4.02 | ||
| Q1 25 | $0.25 | $0.56 | ||
| Q4 24 | $0.26 | $0.44 | ||
| Q3 24 | $1.52 | $-2.94 | ||
| Q2 24 | $1.87 | $-7.81 | ||
| Q1 24 | $0.69 | $-1.54 |
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 | $78.1M |
| 総負債低いほど良い | — | $1.2B |
| 株主資本純資産 | $912.9M | $29.7M |
| 総資産 | $1.3B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | — | 39.10× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $66.8M | $78.1M | ||
| Q3 25 | $105.9M | $83.4M | ||
| Q2 25 | $77.4M | $76.9M | ||
| Q1 25 | $48.5M | $71.5M | ||
| Q4 24 | $73.6M | $68.0M | ||
| Q3 24 | $73.4M | $135.5M | ||
| Q2 24 | $64.0M | $107.4M | ||
| Q1 24 | $43.6M | $88.5M |
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $912.9M | $29.7M | ||
| Q3 25 | $966.7M | $138.1M | ||
| Q2 25 | $969.9M | $120.7M | ||
| Q1 25 | $935.0M | $234.6M | ||
| Q4 24 | $946.8M | $195.2M | ||
| Q3 24 | $957.0M | $214.5M | ||
| Q2 24 | $937.9M | $284.8M | ||
| Q1 24 | $915.7M | $568.2M |
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.4B | $2.2B | ||
| Q2 24 | $1.4B | $2.3B | ||
| Q1 24 | $1.3B | $2.6B |
| Q4 25 | — | 39.10× | ||
| Q3 25 | — | 8.39× | ||
| Q2 25 | — | 10.24× | ||
| Q1 25 | — | 5.68× | ||
| Q4 24 | — | 6.86× | ||
| Q3 24 | — | 6.52× | ||
| Q2 24 | — | 4.92× | ||
| Q1 24 | — | 2.48× |
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 | $97.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $17.0M | $73.5M |
| FCFマージンFCF / 売上 | 4.9% | 39.6% |
| 設備投資強度設備投資 / 売上 | 5.5% | 12.7% |
| キャッシュ転換率営業CF / 純利益 | 40.73× | — |
| 直近12ヶ月FCF直近4四半期 | $83.1M | $273.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $36.0M | $97.1M | ||
| Q3 25 | $66.4M | $129.7M | ||
| Q2 25 | $51.2M | $79.0M | ||
| Q1 25 | $12.3M | $25.4M | ||
| Q4 24 | $35.2M | $64.5M | ||
| Q3 24 | $46.3M | $46.5M | ||
| Q2 24 | $65.0M | $29.7M | ||
| Q1 24 | $12.7M | $-12.1M |
| Q4 25 | $17.0M | $73.5M | ||
| Q3 25 | $44.8M | $117.8M | ||
| Q2 25 | $28.5M | $66.8M | ||
| Q1 25 | $-7.2M | $15.4M | ||
| Q4 24 | $16.1M | $39.6M | ||
| Q3 24 | $29.1M | $28.5M | ||
| Q2 24 | $45.3M | $11.6M | ||
| Q1 24 | $-4.0M | $-28.7M |
| Q4 25 | 4.9% | 39.6% | ||
| Q3 25 | 10.9% | 35.4% | ||
| Q2 25 | 6.3% | 18.3% | ||
| Q1 25 | -2.0% | 5.4% | ||
| Q4 24 | 4.4% | 29.2% | ||
| Q3 24 | 6.8% | 8.5% | ||
| Q2 24 | 10.3% | 3.0% | ||
| Q1 24 | -1.1% | -8.4% |
| Q4 25 | 5.5% | 12.7% | ||
| Q3 25 | 5.3% | 3.6% | ||
| Q2 25 | 5.0% | 3.3% | ||
| Q1 25 | 5.5% | 3.5% | ||
| Q4 24 | 5.3% | 18.4% | ||
| Q3 24 | 4.0% | 5.4% | ||
| Q2 24 | 4.5% | 4.6% | ||
| Q1 24 | 4.6% | 4.9% |
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 2.98× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | 1.24× | ||
| Q4 24 | 6.84× | 3.89× | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 1.79× | — | ||
| Q1 24 | 0.96× | — |
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% |
NGVT
| Performance Materials | $151.2M | 82% |
| Advanced Polymer Technologies Segment | $36.5M | 20% |
