vs
J&J SNACK FOODS CORP（JJSF）とPHIBRO ANIMAL HEALTH CORP（PAHC）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
PHIBRO ANIMAL HEALTH CORPの直近四半期売上が大きい（$373.9M vs $343.8M、J&J SNACK FOODS CORPの約1.1倍）。PHIBRO ANIMAL HEALTH CORPの純利益率が高く（7.3% vs 0.3%、差は7.1%）。PHIBRO ANIMAL HEALTH CORPの前年同期比売上増加率が高い（20.9% 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 $8.3M）。過去8四半期でPHIBRO ANIMAL HEALTH CORPの売上複合成長率が高い（19.2% 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。
ファイブローアニマルヘルスコーポレーションは米国の動物健康・ミネラル栄養企業で、抗菌剤、抗コクシジウム剤、駆虫薬のほか、家畜用栄養補給剤、ワクチンなどを製品ラインナップに持っています。ミネラル栄養、機能材料、動物健康の3事業セグメントを中心に収益を上げ、米国、中南米、カナダ、欧州、中東、アフリカ、アジア太平洋地域で事業を展開しています。
JJSF vs PAHC — 直接比較
損益計算書 — Q1 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $343.8M | $373.9M |
| 純利益 | $883.0K | $27.5M |
| 粗利率 | 27.9% | 35.5% |
| 営業利益率 | 0.2% | 13.5% |
| 純利益率 | 0.3% | 7.3% |
| 売上前年比 | -5.2% | 20.9% |
| 純利益前年比 | -82.8% | 762.1% |
| EPS（希薄化後） | $0.05 | $0.67 |
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 | $373.9M | ||
| Q3 25 | $410.2M | $363.9M | ||
| Q2 25 | $454.3M | $378.7M | ||
| Q1 25 | $356.1M | $347.8M | ||
| Q4 24 | $362.6M | $309.3M | ||
| Q3 24 | $426.8M | $260.4M | ||
| Q2 24 | $440.0M | $273.2M | ||
| Q1 24 | $359.7M | $263.2M |
| Q4 25 | $883.0K | $27.5M | ||
| Q3 25 | $11.4M | $26.5M | ||
| Q2 25 | $44.2M | $17.2M | ||
| Q1 25 | $4.8M | $20.9M | ||
| Q4 24 | $5.1M | $3.2M | ||
| Q3 24 | $29.6M | $7.0M | ||
| Q2 24 | $36.3M | $752.0K | ||
| Q1 24 | $13.3M | $8.4M |
| Q4 25 | 27.9% | 35.5% | ||
| Q3 25 | 31.7% | 32.9% | ||
| Q2 25 | 33.0% | 29.0% | ||
| Q1 25 | 26.9% | 30.1% | ||
| Q4 24 | 25.9% | 32.9% | ||
| Q3 24 | 31.8% | 32.1% | ||
| Q2 24 | 33.6% | 31.9% | ||
| Q1 24 | 30.1% | 30.2% |
| Q4 25 | 0.2% | 13.5% | ||
| Q3 25 | 2.8% | 14.1% | ||
| Q2 25 | 13.3% | 8.9% | ||
| Q1 25 | 1.7% | 9.6% | ||
| Q4 24 | 1.7% | 8.3% | ||
| Q3 24 | 9.3% | 6.8% | ||
| Q2 24 | 11.4% | 6.7% | ||
| Q1 24 | 5.0% | 7.6% |
| Q4 25 | 0.3% | 7.3% | ||
| Q3 25 | 2.8% | 7.3% | ||
| Q2 25 | 9.7% | 4.5% | ||
| Q1 25 | 1.4% | 6.0% | ||
| Q4 24 | 1.4% | 1.0% | ||
| Q3 24 | 6.9% | 2.7% | ||
| Q2 24 | 8.3% | 0.3% | ||
| Q1 24 | 3.7% | 3.2% |
| Q4 25 | $0.05 | $0.67 | ||
| Q3 25 | $0.59 | $0.65 | ||
| Q2 25 | $2.26 | $0.43 | ||
| Q1 25 | $0.25 | $0.51 | ||
| Q4 24 | $0.26 | $0.08 | ||
| Q3 24 | $1.52 | $0.17 | ||
| Q2 24 | $1.87 | $0.02 | ||
| Q1 24 | $0.69 | $0.21 |
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 | $74.5M |
| 総負債低いほど良い | — | $624.2M |
| 株主資本純資産 | $912.9M | $332.4M |
| 総資産 | $1.3B | $1.4B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.88× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $66.8M | $74.5M | ||
| Q3 25 | $105.9M | $85.3M | ||
| Q2 25 | $77.4M | $77.0M | ||
| Q1 25 | $48.5M | $70.4M | ||
| Q4 24 | $73.6M | $67.1M | ||
| Q3 24 | $73.4M | $89.8M | ||
| Q2 24 | $64.0M | $114.6M | ||
| Q1 24 | $43.6M | $98.7M |
| Q4 25 | — | $624.2M | ||
| Q3 25 | — | $628.0M | ||
| Q2 25 | — | $631.7M | ||
| Q1 25 | — | $635.4M | ||
| Q4 24 | — | $639.1M | ||
| Q3 24 | — | $295.2M | ||
| Q2 24 | — | $312.1M | ||
| Q1 24 | — | — |
| Q4 25 | $912.9M | $332.4M | ||
| Q3 25 | $966.7M | $311.7M | ||
| Q2 25 | $969.9M | $285.7M | ||
| Q1 25 | $935.0M | $266.0M | ||
| Q4 24 | $946.8M | $246.8M | ||
| Q3 24 | $957.0M | $258.5M | ||
| Q2 24 | $937.9M | $256.6M | ||
| Q1 24 | $915.7M | $270.1M |
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.4B | $966.3M | ||
| Q2 24 | $1.4B | $982.2M | ||
| Q1 24 | $1.3B | $979.0M |
| Q4 25 | — | 1.88× | ||
| Q3 25 | — | 2.01× | ||
| Q2 25 | — | 2.21× | ||
| Q1 25 | — | 2.39× | ||
| Q4 24 | — | 2.59× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.22× | ||
| Q1 24 | — | — |
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 | $19.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $17.0M | $8.3M |
| FCFマージンFCF / 売上 | 4.9% | 2.2% |
| 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× | 0.70× |
| 直近12ヶ月FCF直近4四半期 | $83.1M | $47.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $36.0M | $19.4M | ||
| Q3 25 | $66.4M | $9.3M | ||
| Q2 25 | $51.2M | $21.3M | ||
| Q1 25 | $12.3M | $43.2M | ||
| Q4 24 | $35.2M | $3.1M | ||
| Q3 24 | $46.3M | $12.6M | ||
| Q2 24 | $65.0M | $28.4M | ||
| Q1 24 | $12.7M | $11.4M |
| Q4 25 | $17.0M | $8.3M | ||
| Q3 25 | $44.8M | $-4.5M | ||
| Q2 25 | $28.5M | $8.1M | ||
| Q1 25 | $-7.2M | $35.4M | ||
| Q4 24 | $16.1M | $-4.7M | ||
| Q3 24 | $29.1M | $3.0M | ||
| Q2 24 | $45.3M | $15.4M | ||
| Q1 24 | $-4.0M | $1.7M |
| Q4 25 | 4.9% | 2.2% | ||
| Q3 25 | 10.9% | -1.2% | ||
| Q2 25 | 6.3% | 2.1% | ||
| Q1 25 | -2.0% | 10.2% | ||
| Q4 24 | 4.4% | -1.5% | ||
| Q3 24 | 6.8% | 1.2% | ||
| Q2 24 | 10.3% | 5.6% | ||
| Q1 24 | -1.1% | 0.6% |
| Q4 25 | 5.5% | 3.0% | ||
| Q3 25 | 5.3% | 3.8% | ||
| Q2 25 | 5.0% | 3.5% | ||
| Q1 25 | 5.5% | 2.2% | ||
| Q4 24 | 5.3% | 2.5% | ||
| Q3 24 | 4.0% | 3.7% | ||
| Q2 24 | 4.5% | 4.8% | ||
| Q1 24 | 4.6% | 3.7% |
| Q4 25 | 40.73× | 0.70× | ||
| Q3 25 | 5.84× | 0.35× | ||
| Q2 25 | 1.16× | 1.24× | ||
| Q1 25 | 2.55× | 2.07× | ||
| Q4 24 | 6.84× | 0.97× | ||
| Q3 24 | 1.56× | 1.81× | ||
| Q2 24 | 1.79× | 37.80× | ||
| Q1 24 | 0.96× | 1.36× |
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% |
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |
