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J&J SNACK FOODS CORP（JJSF）とUSA Compression Partners, LP（USAC）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 $252.5M、USA Compression Partners, LPの約1.4倍）。USA Compression Partners, LPの純利益率が高く（11.0% vs 0.3%、差は10.7%）。USA Compression Partners, LPの前年同期比売上増加率が高い（2.7% vs -5.2%）。USA Compression Partners, LPの直近四半期フリーキャッシュフローが多い（$87.7M vs $17.0M）。過去8四半期でUSA Compression Partners, LPの売上複合成長率が高い（4.9% 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。
USA Compression Partners, LPは米国に本拠を置く天然ガス圧縮サービスプロバイダーであり、石油・ガス業界の上流・中流・下流分野の顧客向けに、カスタム圧縮システム、保守サービス、運用支援を提供し、天然ガスの生産・加工・輸送の効率化を支えています。
JJSF vs USAC — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $343.8M | $252.5M |
| 純利益 | $883.0K | $27.8M |
| 粗利率 | 27.9% | — |
| 営業利益率 | 0.2% | 30.3% |
| 純利益率 | 0.3% | 11.0% |
| 売上前年比 | -5.2% | 2.7% |
| 純利益前年比 | -82.8% | 9.1% |
| EPS（希薄化後） | $0.05 | — |
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 | $252.5M | ||
| Q3 25 | $410.2M | $250.3M | ||
| Q2 25 | $454.3M | $250.1M | ||
| Q1 25 | $356.1M | $245.2M | ||
| Q4 24 | $362.6M | $245.9M | ||
| Q3 24 | $426.8M | $240.0M | ||
| Q2 24 | $440.0M | $235.3M | ||
| Q1 24 | $359.7M | $229.3M |
| Q4 25 | $883.0K | $27.8M | ||
| Q3 25 | $11.4M | $34.5M | ||
| Q2 25 | $44.2M | $28.6M | ||
| Q1 25 | $4.8M | $20.5M | ||
| Q4 24 | $5.1M | $25.4M | ||
| Q3 24 | $29.6M | $19.3M | ||
| Q2 24 | $36.3M | $31.2M | ||
| Q1 24 | $13.3M | $23.6M |
| Q4 25 | 27.9% | — | ||
| Q3 25 | 31.7% | — | ||
| Q2 25 | 33.0% | — | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 25.9% | — | ||
| Q3 24 | 31.8% | — | ||
| Q2 24 | 33.6% | — | ||
| Q1 24 | 30.1% | — |
| Q4 25 | 0.2% | 30.3% | ||
| Q3 25 | 2.8% | 33.5% | ||
| Q2 25 | 13.3% | 30.6% | ||
| Q1 25 | 1.7% | 28.3% | ||
| Q4 24 | 1.7% | 30.3% | ||
| Q3 24 | 9.3% | 31.5% | ||
| Q2 24 | 11.4% | 32.9% | ||
| Q1 24 | 5.0% | 29.2% |
| Q4 25 | 0.3% | 11.0% | ||
| Q3 25 | 2.8% | 13.8% | ||
| Q2 25 | 9.7% | 11.4% | ||
| Q1 25 | 1.4% | 8.4% | ||
| Q4 24 | 1.4% | 10.3% | ||
| Q3 24 | 6.9% | 8.1% | ||
| Q2 24 | 8.3% | 13.3% | ||
| Q1 24 | 3.7% | 10.3% |
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.59 | — | ||
| Q2 25 | $2.26 | — | ||
| Q1 25 | $0.25 | — | ||
| Q4 24 | $0.26 | — | ||
| Q3 24 | $1.52 | — | ||
| Q2 24 | $1.87 | — | ||
| Q1 24 | $0.69 | — |
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 | $8.6M |
| 総負債低いほど良い | — | $2.5B |
| 株主資本純資産 | $912.9M | — |
| 総資産 | $1.3B | $2.6B |
| 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 | $8.6M | ||
| Q3 25 | $105.9M | — | ||
| Q2 25 | $77.4M | $2.0K | ||
| Q1 25 | $48.5M | $2.0K | ||
| Q4 24 | $73.6M | $14.0K | ||
| Q3 24 | $73.4M | $79.0K | ||
| Q2 24 | $64.0M | $9.0K | ||
| Q1 24 | $43.6M | $8.0K |
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.5B |
| 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 | $2.6B | ||
| Q3 25 | $1.4B | $2.7B | ||
| Q2 25 | $1.4B | $2.7B | ||
| Q1 25 | $1.4B | $2.7B | ||
| Q4 24 | $1.3B | $2.7B | ||
| Q3 24 | $1.4B | $2.8B | ||
| Q2 24 | $1.4B | $2.8B | ||
| Q1 24 | $1.3B | $2.8B |
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 | $139.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $17.0M | $87.7M |
| FCFマージンFCF / 売上 | 4.9% | 34.8% |
| 設備投資強度設備投資 / 売上 | 5.5% | 20.5% |
| キャッシュ転換率営業CF / 純利益 | 40.73× | 5.02× |
| 直近12ヶ月FCF直近4四半期 | $83.1M | $277.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $36.0M | $139.5M | ||
| Q3 25 | $66.4M | $75.9M | ||
| Q2 25 | $51.2M | $124.2M | ||
| Q1 25 | $12.3M | $54.7M | ||
| Q4 24 | $35.2M | $130.2M | ||
| Q3 24 | $46.3M | $48.5M | ||
| Q2 24 | $65.0M | $96.7M | ||
| Q1 24 | $12.7M | $65.9M |
| Q4 25 | $17.0M | $87.7M | ||
| Q3 25 | $44.8M | $51.9M | ||
| Q2 25 | $28.5M | $101.1M | ||
| Q1 25 | $-7.2M | $36.3M | ||
| Q4 24 | $16.1M | $101.2M | ||
| Q3 24 | $29.1M | $19.8M | ||
| Q2 24 | $45.3M | $48.2M | ||
| Q1 24 | $-4.0M | $-32.7M |
| Q4 25 | 4.9% | 34.8% | ||
| Q3 25 | 10.9% | 20.7% | ||
| Q2 25 | 6.3% | 40.4% | ||
| Q1 25 | -2.0% | 14.8% | ||
| Q4 24 | 4.4% | 41.1% | ||
| Q3 24 | 6.8% | 8.2% | ||
| Q2 24 | 10.3% | 20.5% | ||
| Q1 24 | -1.1% | -14.3% |
| Q4 25 | 5.5% | 20.5% | ||
| Q3 25 | 5.3% | 9.6% | ||
| Q2 25 | 5.0% | 9.3% | ||
| Q1 25 | 5.5% | 7.5% | ||
| Q4 24 | 5.3% | 11.8% | ||
| Q3 24 | 4.0% | 12.0% | ||
| Q2 24 | 4.5% | 20.6% | ||
| Q1 24 | 4.6% | 43.0% |
| Q4 25 | 40.73× | 5.02× | ||
| Q3 25 | 5.84× | 2.20× | ||
| Q2 25 | 1.16× | 4.35× | ||
| Q1 25 | 2.55× | 2.66× | ||
| Q4 24 | 6.84× | 5.12× | ||
| Q3 24 | 1.56× | 2.51× | ||
| Q2 24 | 1.79× | 3.10× | ||
| Q1 24 | 0.96× | 2.80× |
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% |
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
