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J&J SNACK FOODS CORP(JJSF)とフォトロニクス(PLAB)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 $210.4M、フォトロニクスの約1.6倍)。フォトロニクスの純利益率が高く(10.9% vs 0.3%、差は10.6%)。J&J SNACK FOODS CORPの前年同期比売上増加率が高い(-5.2% vs -5.5%)。フォトロニクスの直近四半期フリーキャッシュフローが多い($25.2M 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 -3.8%)
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。
フォトロニクスは米国の半導体フォトマスクメーカーで、2009年時点で世界第3位のフォトマスクサプライヤーです。電子ビームイニシアチブのメンバーでもあり、半導体製造に不可欠なフォトマスクを供給し、チップ製造の回路パターン転写工程を支えています。
JJSF vs PLAB — 直接比較
損益計算書 — Q1 FY2026 vs Q3 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $343.8M | $210.4M |
| 純利益 | $883.0K | $22.9M |
| 粗利率 | 27.9% | 33.7% |
| 営業利益率 | 0.2% | 22.9% |
| 純利益率 | 0.3% | 10.9% |
| 売上前年比 | -5.2% | -5.5% |
| 純利益前年比 | -82.8% | -32.4% |
| EPS(希薄化後) | $0.05 | $0.39 |
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 | — | ||
| Q3 25 | $410.2M | $210.4M | ||
| Q2 25 | $454.3M | $211.0M | ||
| Q1 25 | $356.1M | $212.1M | ||
| Q4 24 | $362.6M | $222.6M | ||
| Q3 24 | $426.8M | $211.0M | ||
| Q2 24 | $440.0M | $217.0M | ||
| Q1 24 | $359.7M | $216.3M |
| Q4 25 | $883.0K | — | ||
| Q3 25 | $11.4M | $22.9M | ||
| Q2 25 | $44.2M | $8.9M | ||
| Q1 25 | $4.8M | $42.9M | ||
| Q4 24 | $5.1M | $33.9M | ||
| Q3 24 | $29.6M | $34.4M | ||
| Q2 24 | $36.3M | $36.3M | ||
| Q1 24 | $13.3M | $26.2M |
| Q4 25 | 27.9% | — | ||
| Q3 25 | 31.7% | 33.7% | ||
| Q2 25 | 33.0% | 36.9% | ||
| Q1 25 | 26.9% | 35.6% | ||
| Q4 24 | 25.9% | 37.0% | ||
| Q3 24 | 31.8% | 35.6% | ||
| Q2 24 | 33.6% | 36.5% | ||
| Q1 24 | 30.1% | 36.6% |
| Q4 25 | 0.2% | — | ||
| Q3 25 | 2.8% | 22.9% | ||
| Q2 25 | 13.3% | 26.4% | ||
| Q1 25 | 1.7% | 24.6% | ||
| Q4 24 | 1.7% | 25.1% | ||
| Q3 24 | 9.3% | 24.7% | ||
| Q2 24 | 11.4% | 25.8% | ||
| Q1 24 | 5.0% | 26.6% |
| Q4 25 | 0.3% | — | ||
| Q3 25 | 2.8% | 10.9% | ||
| Q2 25 | 9.7% | 4.2% | ||
| Q1 25 | 1.4% | 20.2% | ||
| Q4 24 | 1.4% | 15.2% | ||
| Q3 24 | 6.9% | 16.3% | ||
| Q2 24 | 8.3% | 16.7% | ||
| Q1 24 | 3.7% | 12.1% |
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.59 | $0.39 | ||
| Q2 25 | $2.26 | $0.15 | ||
| Q1 25 | $0.25 | $0.68 | ||
| Q4 24 | $0.26 | $0.54 | ||
| Q3 24 | $1.52 | $0.55 | ||
| Q2 24 | $1.87 | $0.58 | ||
| Q1 24 | $0.69 | $0.42 |
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 | $575.8M |
| 総負債低いほど良い | — | $16.0K |
| 株主資本純資産 | $912.9M | $1.1B |
| 総資産 | $1.3B | $1.8B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.00× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $66.8M | — | ||
| Q3 25 | $105.9M | $575.8M | ||
| Q2 25 | $77.4M | $558.4M | ||
| Q1 25 | $48.5M | $642.2M | ||
| Q4 24 | $73.6M | $640.7M | ||
| Q3 24 | $73.4M | $606.4M | ||
| Q2 24 | $64.0M | $559.9M | ||
| Q1 24 | $43.6M | $521.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $16.0K | ||
| Q2 25 | — | $19.0K | ||
| Q1 25 | — | $21.0K | ||
| Q4 24 | — | $25.0K | ||
| Q3 24 | — | $28.0K | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $2.7M |
| Q4 25 | $912.9M | — | ||
| Q3 25 | $966.7M | $1.1B | ||
| Q2 25 | $969.9M | $1.1B | ||
| Q1 25 | $935.0M | $1.1B | ||
| Q4 24 | $946.8M | $1.1B | ||
| Q3 24 | $957.0M | $1.1B | ||
| Q2 24 | $937.9M | $1.0B | ||
| Q1 24 | $915.7M | $1.0B |
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.4B | $1.6B | ||
| Q1 24 | $1.3B | $1.6B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $50.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $17.0M | $25.2M |
| FCFマージンFCF / 売上 | 4.9% | 12.0% |
| 設備投資強度設備投資 / 売上 | 5.5% | 11.8% |
| キャッシュ転換率営業CF / 純利益 | 40.73× | 2.19× |
| 直近12ヶ月FCF直近4四半期 | $83.1M | $64.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $36.0M | — | ||
| Q3 25 | $66.4M | $50.1M | ||
| Q2 25 | $51.2M | $31.5M | ||
| Q1 25 | $12.3M | $78.5M | ||
| Q4 24 | $35.2M | $68.4M | ||
| Q3 24 | $46.3M | $75.1M | ||
| Q2 24 | $65.0M | $76.5M | ||
| Q1 24 | $12.7M | $41.5M |
| Q4 25 | $17.0M | — | ||
| Q3 25 | $44.8M | $25.2M | ||
| Q2 25 | $28.5M | $-29.1M | ||
| Q1 25 | $-7.2M | $43.3M | ||
| Q4 24 | $16.1M | $25.2M | ||
| Q3 24 | $29.1M | $50.7M | ||
| Q2 24 | $45.3M | $56.5M | ||
| Q1 24 | $-4.0M | $-1.8M |
| Q4 25 | 4.9% | — | ||
| Q3 25 | 10.9% | 12.0% | ||
| Q2 25 | 6.3% | -13.8% | ||
| Q1 25 | -2.0% | 20.4% | ||
| Q4 24 | 4.4% | 11.3% | ||
| Q3 24 | 6.8% | 24.0% | ||
| Q2 24 | 10.3% | 26.0% | ||
| Q1 24 | -1.1% | -0.8% |
| Q4 25 | 5.5% | — | ||
| Q3 25 | 5.3% | 11.8% | ||
| Q2 25 | 5.0% | 28.7% | ||
| Q1 25 | 5.5% | 16.6% | ||
| Q4 24 | 5.3% | 19.4% | ||
| Q3 24 | 4.0% | 11.6% | ||
| Q2 24 | 4.5% | 9.2% | ||
| Q1 24 | 4.6% | 20.0% |
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 2.19× | ||
| Q2 25 | 1.16× | 3.55× | ||
| Q1 25 | 2.55× | 1.83× | ||
| Q4 24 | 6.84× | 2.02× | ||
| Q3 24 | 1.56× | 2.18× | ||
| Q2 24 | 1.79× | 2.11× | ||
| 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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |