vs
J&J SNACK FOODS CORP（JJSF）とNational Storage Affiliates Trust（NSA）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 $187.0M、National Storage Affiliates Trustの約1.8倍）。National Storage Affiliates Trustの純利益率が高く（12.2% vs 0.3%、差は12.0%）。National Storage Affiliates Trustの前年同期比売上増加率が高い（-1.6% vs -5.2%）。National Storage Affiliates Trustの直近四半期フリーキャッシュフローが多い（$299.8M 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 -2.4%）
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。
ナショナル・ストレージ・アフィリエイツ・トラストは米国に本拠を置く不動産投資信託で、セルフストレージ事業を中心に、米国数十州の施設の所有・運営・買収を行い、個人や企業向けに安全な保管サービスを提供しています。
JJSF vs NSA — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $343.8M | $187.0M |
| 純利益 | $883.0K | $22.9M |
| 粗利率 | 27.9% | 72.5% |
| 営業利益率 | 0.2% | 20.2% |
| 純利益率 | 0.3% | 12.2% |
| 売上前年比 | -5.2% | -1.6% |
| 純利益前年比 | -82.8% | 36.8% |
| EPS（希薄化後） | $0.05 | $0.23 |
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 | $187.0M | ||
| Q3 25 | $410.2M | $188.7M | ||
| Q2 25 | $454.3M | $188.8M | ||
| Q1 25 | $356.1M | $188.4M | ||
| Q4 24 | $362.6M | $190.1M | ||
| Q3 24 | $426.8M | $193.6M | ||
| Q2 24 | $440.0M | $190.4M | ||
| Q1 24 | $359.7M | $196.1M |
| Q4 25 | $883.0K | $22.9M | ||
| Q3 25 | $11.4M | $18.4M | ||
| Q2 25 | $44.2M | $19.5M | ||
| Q1 25 | $4.8M | $13.0M | ||
| Q4 24 | $5.1M | $16.7M | ||
| Q3 24 | $29.6M | $18.7M | ||
| Q2 24 | $36.3M | $17.1M | ||
| Q1 24 | $13.3M | $59.0M |
| Q4 25 | 27.9% | 72.5% | ||
| Q3 25 | 31.7% | 70.7% | ||
| Q2 25 | 33.0% | 70.5% | ||
| Q1 25 | 26.9% | 70.7% | ||
| Q4 24 | 25.9% | 72.5% | ||
| Q3 24 | 31.8% | 72.8% | ||
| Q2 24 | 33.6% | 72.6% | ||
| Q1 24 | 30.1% | 72.1% |
| Q4 25 | 0.2% | 20.2% | ||
| Q3 25 | 2.8% | 15.8% | ||
| Q2 25 | 13.3% | 16.5% | ||
| Q1 25 | 1.7% | 11.0% | ||
| Q4 24 | 1.7% | 14.5% | ||
| Q3 24 | 9.3% | 15.8% | ||
| Q2 24 | 11.4% | 17.2% | ||
| Q1 24 | 5.0% | 48.9% |
| Q4 25 | 0.3% | 12.2% | ||
| Q3 25 | 2.8% | 9.8% | ||
| Q2 25 | 9.7% | 10.3% | ||
| Q1 25 | 1.4% | 6.9% | ||
| Q4 24 | 1.4% | 8.8% | ||
| Q3 24 | 6.9% | 9.7% | ||
| Q2 24 | 8.3% | 9.0% | ||
| Q1 24 | 3.7% | 30.1% |
| Q4 25 | $0.05 | $0.23 | ||
| Q3 25 | $0.59 | $0.17 | ||
| Q2 25 | $2.26 | $0.19 | ||
| Q1 25 | $0.25 | $0.10 | ||
| Q4 24 | $0.26 | $0.19 | ||
| Q3 24 | $1.52 | $0.18 | ||
| Q2 24 | $1.87 | $0.16 | ||
| Q1 24 | $0.69 | $0.65 |
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 | $23.3M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $912.9M | $946.0M |
| 総資産 | $1.3B | $5.1B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $66.8M | $23.3M | ||
| Q3 25 | $105.9M | $26.3M | ||
| Q2 25 | $77.4M | $26.1M | ||
| Q1 25 | $48.5M | $19.3M | ||
| Q4 24 | $73.6M | $50.4M | ||
| Q3 24 | $73.4M | $69.9M | ||
| Q2 24 | $64.0M | $59.0M | ||
| Q1 24 | $43.6M | $64.2M |
| Q4 25 | $912.9M | $946.0M | ||
| Q3 25 | $966.7M | $973.1M | ||
| Q2 25 | $969.9M | $1.0B | ||
| Q1 25 | $935.0M | $1.0B | ||
| Q4 24 | $946.8M | $1.1B | ||
| Q3 24 | $957.0M | $986.9M | ||
| Q2 24 | $937.9M | $1.2B | ||
| Q1 24 | $915.7M | $1.3B |
| Q4 25 | $1.3B | $5.1B | ||
| Q3 25 | $1.4B | $5.1B | ||
| Q2 25 | $1.4B | $5.2B | ||
| Q1 25 | $1.4B | $5.3B | ||
| Q4 24 | $1.3B | $5.4B | ||
| Q3 24 | $1.4B | $5.4B | ||
| Q2 24 | $1.4B | $5.3B | ||
| Q1 24 | $1.3B | $5.4B |
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 | $338.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $17.0M | $299.8M |
| FCFマージンFCF / 売上 | 4.9% | 160.3% |
| 設備投資強度設備投資 / 売上 | 5.5% | 20.7% |
| キャッシュ転換率営業CF / 純利益 | 40.73× | 14.79× |
| 直近12ヶ月FCF直近4四半期 | $83.1M | $541.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $36.0M | $338.5M | ||
| Q3 25 | $66.4M | $100.2M | ||
| Q2 25 | $51.2M | $79.9M | ||
| Q1 25 | $12.3M | $85.6M | ||
| Q4 24 | $35.2M | $363.1M | ||
| Q3 24 | $46.3M | $105.7M | ||
| Q2 24 | $65.0M | $83.2M | ||
| Q1 24 | $12.7M | $94.0M |
| Q4 25 | $17.0M | $299.8M | ||
| Q3 25 | $44.8M | $88.0M | ||
| Q2 25 | $28.5M | $73.8M | ||
| Q1 25 | $-7.2M | $79.9M | ||
| Q4 24 | $16.1M | $344.4M | ||
| Q3 24 | $29.1M | $101.8M | ||
| Q2 24 | $45.3M | $79.5M | ||
| Q1 24 | $-4.0M | $88.6M |
| Q4 25 | 4.9% | 160.3% | ||
| Q3 25 | 10.9% | 46.6% | ||
| Q2 25 | 6.3% | 39.1% | ||
| Q1 25 | -2.0% | 42.4% | ||
| Q4 24 | 4.4% | 181.2% | ||
| Q3 24 | 6.8% | 52.6% | ||
| Q2 24 | 10.3% | 41.7% | ||
| Q1 24 | -1.1% | 45.2% |
| Q4 25 | 5.5% | 20.7% | ||
| Q3 25 | 5.3% | 6.5% | ||
| Q2 25 | 5.0% | 3.2% | ||
| Q1 25 | 5.5% | 3.0% | ||
| Q4 24 | 5.3% | 9.8% | ||
| Q3 24 | 4.0% | 2.0% | ||
| Q2 24 | 4.5% | 1.9% | ||
| Q1 24 | 4.6% | 2.7% |
| Q4 25 | 40.73× | 14.79× | ||
| Q3 25 | 5.84× | 5.44× | ||
| Q2 25 | 1.16× | 4.10× | ||
| Q1 25 | 2.55× | 6.59× | ||
| Q4 24 | 6.84× | 21.70× | ||
| Q3 24 | 1.56× | 5.65× | ||
| Q2 24 | 1.79× | 4.88× | ||
| Q1 24 | 0.96× | 1.59× |
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% |
NSA
セグメントデータなし
