vs
J&J SNACK FOODS CORP（JJSF）とSUBURBAN PROPANE PARTNERS LP（SPH）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
SUBURBAN PROPANE PARTNERS LPの直近四半期売上が大きい（$370.4M vs $343.8M、J&J SNACK FOODS CORPの約1.1倍）。SUBURBAN PROPANE PARTNERS LPの純利益率が高く（12.4% vs 0.3%、差は12.1%）。SUBURBAN PROPANE PARTNERS LPの前年同期比売上増加率が高い（-0.8% 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 $-67.5M）。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 -13.8%）
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。
Suburban Propane Partners LPは米国の大手エネルギー流通企業で、プロパンガス、天然ガス、暖房用油を中心に幅広いエネルギー製品を取り扱い、住宅、商業施設、工場、農業従事者向けにHVACシステムの設置・保守・修理サービスも提供しています。
JJSF vs SPH — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $343.8M | $370.4M |
| 純利益 | $883.0K | $45.8M |
| 粗利率 | 27.9% | 64.7% |
| 営業利益率 | 0.2% | 18.3% |
| 純利益率 | 0.3% | 12.4% |
| 売上前年比 | -5.2% | -0.8% |
| 純利益前年比 | -82.8% | 135.7% |
| EPS（希薄化後） | $0.05 | $0.69 |
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 | $370.4M | ||
| Q3 25 | $410.2M | $211.4M | ||
| Q2 25 | $454.3M | $260.1M | ||
| Q1 25 | $356.1M | $587.7M | ||
| Q4 24 | $362.6M | $373.3M | ||
| Q3 24 | $426.8M | $208.6M | ||
| Q2 24 | $440.0M | $254.6M | ||
| Q1 24 | $359.7M | $498.1M |
| Q4 25 | $883.0K | $45.8M | ||
| Q3 25 | $11.4M | $-35.1M | ||
| Q2 25 | $44.2M | $-14.8M | ||
| Q1 25 | $4.8M | $137.1M | ||
| Q4 24 | $5.1M | $19.4M | ||
| Q3 24 | $29.6M | $-44.6M | ||
| Q2 24 | $36.3M | $-17.2M | ||
| Q1 24 | $13.3M | $111.5M |
| Q4 25 | 27.9% | 64.7% | ||
| Q3 25 | 31.7% | 64.7% | ||
| Q2 25 | 33.0% | 61.7% | ||
| Q1 25 | 26.9% | 58.8% | ||
| Q4 24 | 25.9% | 60.6% | ||
| Q3 24 | 31.8% | 59.4% | ||
| Q2 24 | 33.6% | 62.9% | ||
| Q1 24 | 30.1% | 61.8% |
| Q4 25 | 0.2% | 18.3% | ||
| Q3 25 | 2.8% | -7.9% | ||
| Q2 25 | 13.3% | 2.1% | ||
| Q1 25 | 1.7% | 27.0% | ||
| Q4 24 | 1.7% | 15.8% | ||
| Q3 24 | 9.3% | -10.8% | ||
| Q2 24 | 11.4% | 3.2% | ||
| Q1 24 | 5.0% | 27.5% |
| Q4 25 | 0.3% | 12.4% | ||
| Q3 25 | 2.8% | -16.6% | ||
| Q2 25 | 9.7% | -5.7% | ||
| Q1 25 | 1.4% | 23.3% | ||
| Q4 24 | 1.4% | 5.2% | ||
| Q3 24 | 6.9% | -21.4% | ||
| Q2 24 | 8.3% | -6.8% | ||
| Q1 24 | 3.7% | 22.4% |
| Q4 25 | $0.05 | $0.69 | ||
| Q3 25 | $0.59 | $-0.55 | ||
| Q2 25 | $2.26 | $-0.23 | ||
| Q1 25 | $0.25 | $2.10 | ||
| Q4 24 | $0.26 | $0.30 | ||
| Q3 24 | $1.52 | $-0.69 | ||
| Q2 24 | $1.87 | $-0.27 | ||
| Q1 24 | $0.69 | $1.72 |
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 | $1.3M |
| 総負債低いほど良い | — | $1.3B |
| 株主資本純資産 | $912.9M | — |
| 総資産 | $1.3B | $2.4B |
| 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 | $1.3M | ||
| Q3 25 | $105.9M | $405.0K | ||
| Q2 25 | $77.4M | $1.3M | ||
| Q1 25 | $48.5M | $3.9M | ||
| Q4 24 | $73.6M | $4.4M | ||
| Q3 24 | $73.4M | $3.2M | ||
| Q2 24 | $64.0M | $4.9M | ||
| Q1 24 | $43.6M | $4.4M |
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $912.9M | — | ||
| Q3 25 | $966.7M | — | ||
| Q2 25 | $969.9M | — | ||
| Q1 25 | $935.0M | — | ||
| Q4 24 | $946.8M | — | ||
| Q3 24 | $957.0M | — | ||
| Q2 24 | $937.9M | — | ||
| Q1 24 | $915.7M | — |
| Q4 25 | $1.3B | $2.4B | ||
| Q3 25 | $1.4B | $2.3B | ||
| Q2 25 | $1.4B | $2.3B | ||
| Q1 25 | $1.4B | $2.4B | ||
| Q4 24 | $1.3B | $2.4B | ||
| Q3 24 | $1.4B | $2.3B | ||
| Q2 24 | $1.4B | $2.3B | ||
| Q1 24 | $1.3B | $2.3B |
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 | $-47.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $17.0M | $-67.5M |
| FCFマージンFCF / 売上 | 4.9% | -18.2% |
| 設備投資強度設備投資 / 売上 | 5.5% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 40.73× | -1.04× |
| 直近12ヶ月FCF直近4四半期 | $83.1M | $61.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $36.0M | $-47.7M | ||
| Q3 25 | $66.4M | $41.8M | ||
| Q2 25 | $51.2M | $95.5M | ||
| Q1 25 | $12.3M | $40.1M | ||
| Q4 24 | $35.2M | $8.8M | ||
| Q3 24 | $46.3M | $36.8M | ||
| Q2 24 | $65.0M | $61.4M | ||
| Q1 24 | $12.7M | $75.1M |
| Q4 25 | $17.0M | $-67.5M | ||
| Q3 25 | $44.8M | $27.7M | ||
| Q2 25 | $28.5M | $80.9M | ||
| Q1 25 | $-7.2M | $20.8M | ||
| Q4 24 | $16.1M | $-15.1M | ||
| Q3 24 | $29.1M | $17.7M | ||
| Q2 24 | $45.3M | $46.8M | ||
| Q1 24 | $-4.0M | $60.6M |
| Q4 25 | 4.9% | -18.2% | ||
| Q3 25 | 10.9% | 13.1% | ||
| Q2 25 | 6.3% | 31.1% | ||
| Q1 25 | -2.0% | 3.5% | ||
| Q4 24 | 4.4% | -4.0% | ||
| Q3 24 | 6.8% | 8.5% | ||
| Q2 24 | 10.3% | 18.4% | ||
| Q1 24 | -1.1% | 12.2% |
| Q4 25 | 5.5% | 5.3% | ||
| Q3 25 | 5.3% | 6.7% | ||
| Q2 25 | 5.0% | 5.6% | ||
| Q1 25 | 5.5% | 3.3% | ||
| Q4 24 | 5.3% | 6.4% | ||
| Q3 24 | 4.0% | 9.1% | ||
| Q2 24 | 4.5% | 5.8% | ||
| Q1 24 | 4.6% | 2.9% |
| Q4 25 | 40.73× | -1.04× | ||
| Q3 25 | 5.84× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | 0.29× | ||
| Q4 24 | 6.84× | 0.45× | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 1.79× | — | ||
| Q1 24 | 0.96× | 0.67× |
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% |
SPH
| Propane | $326.4M | 88% |
| Other Sales Revenue Net | $19.9M | 5% |
| Fuel Oil And Refined Fuels | $18.2M | 5% |
| Natural Gas And Electricity | $5.9M | 2% |
| Wholesale | $4.1M | 1% |
