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传奇娱乐（ACEL）与J&J SNACK FOODS CORP（JJSF）财务数据对比。点击上方公司名可切换其他公司
传奇娱乐的季度营收约是J&J SNACK FOODS CORP的1.0倍（$351.6M vs $343.8M），传奇娱乐净利率更高（4.2% vs 0.3%，领先3.9%），传奇娱乐同比增速更快（8.5% vs -5.2%），传奇娱乐自由现金流更多（$20.2M vs $17.0M），过去两年传奇娱乐的营收复合增速更高（6.6% vs -2.2%）
传奇娱乐是一家美国大众传媒与电影制作公司，总部位于加利福尼亚州伯班克，由托马斯·图尔于2000年创立。该公司长期与华纳兄弟影业、环球影业、索尼影视、派拉蒙影业等主流制片厂，以及网飞、葫芦等流媒体平台展开合作。
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
ACEL vs JJSF — 直观对比
营收规模更大
ACEL
是对方的1.0倍
$343.8M
营收增速更快
ACEL
高出13.7%
-5.2%
净利率更高
ACEL
高出3.9%
0.3%
自由现金流更多
ACEL
多$3.3M
$17.0M
两年增速更快
ACEL
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $351.6M | $343.8M |
| 净利润 | $14.7M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | 7.7% | 0.2% |
| 净利率 | 4.2% | 0.3% |
| 营收同比 | 8.5% | -5.2% |
| 净利润同比 | 0.3% | -82.8% |
| 每股收益（稀释后） | — | $0.05 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ACELJJSF
| Q1 26 | $351.6M | — | ||
| Q4 25 | $341.4M | $343.8M | ||
| Q3 25 | $329.7M | $410.2M | ||
| Q2 25 | $335.9M | $454.3M | ||
| Q1 25 | $323.9M | $356.1M | ||
| Q4 24 | $317.5M | $362.6M | ||
| Q3 24 | $302.2M | $426.8M | ||
| Q2 24 | $309.4M | $440.0M |
净利润ACELJJSF
| Q1 26 | $14.7M | — | ||
| Q4 25 | $16.2M | $883.0K | ||
| Q3 25 | $13.4M | $11.4M | ||
| Q2 25 | $7.3M | $44.2M | ||
| Q1 25 | $14.6M | $4.8M | ||
| Q4 24 | $8.4M | $5.1M | ||
| Q3 24 | $4.9M | $29.6M | ||
| Q2 24 | $14.6M | $36.3M |
毛利率ACELJJSF
| Q1 26 | — | — | ||
| 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% |
营业利润率ACELJJSF
| Q1 26 | 7.7% | — | ||
| Q4 25 | 8.7% | 0.2% | ||
| Q3 25 | 7.7% | 2.8% | ||
| Q2 25 | 8.0% | 13.3% | ||
| Q1 25 | 8.0% | 1.7% | ||
| Q4 24 | 6.5% | 1.7% | ||
| Q3 24 | 7.2% | 9.3% | ||
| Q2 24 | 7.3% | 11.4% |
净利率ACELJJSF
| Q1 26 | 4.2% | — | ||
| Q4 25 | 4.7% | 0.3% | ||
| Q3 25 | 4.1% | 2.8% | ||
| Q2 25 | 2.2% | 9.7% | ||
| Q1 25 | 4.5% | 1.4% | ||
| Q4 24 | 2.6% | 1.4% | ||
| Q3 24 | 1.6% | 6.9% | ||
| Q2 24 | 4.7% | 8.3% |
每股收益（稀释后）ACELJJSF
| Q1 26 | — | — | ||
| Q4 25 | $0.19 | $0.05 | ||
| Q3 25 | $0.16 | $0.59 | ||
| Q2 25 | $0.08 | $2.26 | ||
| Q1 25 | $0.17 | $0.25 | ||
| Q4 24 | $0.09 | $0.26 | ||
| Q3 24 | $0.06 | $1.52 | ||
| Q2 24 | $0.17 | $1.87 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $274.1M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $272.3M | $912.9M |
| 总资产 | $1.1B | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ACELJJSF
| Q1 26 | $274.1M | — | ||
| Q4 25 | $296.6M | $66.8M | ||
| Q3 25 | $290.2M | $105.9M | ||
| Q2 25 | $264.6M | $77.4M | ||
| Q1 25 | $271.9M | $48.5M | ||
| Q4 24 | $281.3M | $73.6M | ||
| Q3 24 | $265.1M | $73.4M | ||
| Q2 24 | $254.9M | $64.0M |
总债务ACELJJSF
| Q1 26 | — | — | ||
| Q4 25 | $607.4M | — | ||
| Q3 25 | $595.4M | — | ||
| Q2 25 | $595.5M | — | ||
| Q1 25 | $580.7M | — | ||
| Q4 24 | $595.4M | — | ||
| Q3 24 | $554.1M | — | ||
| Q2 24 | $565.7M | — |
股东权益ACELJJSF
| Q1 26 | $272.3M | — | ||
| Q4 25 | $269.7M | $912.9M | ||
| Q3 25 | $267.1M | $966.7M | ||
| Q2 25 | $260.5M | $969.9M | ||
| Q1 25 | $259.1M | $935.0M | ||
| Q4 24 | $255.0M | $946.8M | ||
| Q3 24 | $206.7M | $957.0M | ||
| Q2 24 | $209.1M | $937.9M |
总资产ACELJJSF
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $950.2M | $1.4B | ||
| Q2 24 | $950.3M | $1.4B |
负债/权益比ACELJJSF
| Q1 26 | — | — | ||
| Q4 25 | 2.25× | — | ||
| Q3 25 | 2.23× | — | ||
| Q2 25 | 2.29× | — | ||
| Q1 25 | 2.24× | — | ||
| Q4 24 | 2.33× | — | ||
| Q3 24 | 2.68× | — | ||
| Q2 24 | 2.71× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $42.7M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $20.2M | $17.0M |
| 自由现金流率自由现金流/营收 | 5.8% | 4.9% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | 2.92× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $64.2M | $83.1M |
8季度趋势，按日历期对齐
经营现金流ACELJJSF
| Q1 26 | $42.7M | — | ||
| Q4 25 | $31.1M | $36.0M | ||
| Q3 25 | $55.2M | $66.4M | ||
| Q2 25 | $19.8M | $51.2M | ||
| Q1 25 | $44.8M | $12.3M | ||
| Q4 24 | $13.5M | $35.2M | ||
| Q3 24 | $50.1M | $46.3M | ||
| Q2 24 | $28.9M | $65.0M |
自由现金流ACELJJSF
| Q1 26 | $20.2M | — | ||
| Q4 25 | $16.0M | $17.0M | ||
| Q3 25 | $34.2M | $44.8M | ||
| Q2 25 | $-6.2M | $28.5M | ||
| Q1 25 | $18.0M | $-7.2M | ||
| Q4 24 | $2.1M | $16.1M | ||
| Q3 24 | $33.1M | $29.1M | ||
| Q2 24 | $11.4M | $45.3M |
自由现金流率ACELJJSF
| Q1 26 | 5.8% | — | ||
| Q4 25 | 4.7% | 4.9% | ||
| Q3 25 | 10.4% | 10.9% | ||
| Q2 25 | -1.9% | 6.3% | ||
| Q1 25 | 5.6% | -2.0% | ||
| Q4 24 | 0.7% | 4.4% | ||
| Q3 24 | 11.0% | 6.8% | ||
| Q2 24 | 3.7% | 10.3% |
资本支出强度ACELJJSF
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 5.5% | ||
| Q3 25 | 6.4% | 5.3% | ||
| Q2 25 | 7.8% | 5.0% | ||
| Q1 25 | 8.3% | 5.5% | ||
| Q4 24 | 3.6% | 5.3% | ||
| Q3 24 | 5.6% | 4.0% | ||
| Q2 24 | 5.7% | 4.5% |
现金转化率ACELJJSF
| Q1 26 | 2.92× | — | ||
| Q4 25 | 1.92× | 40.73× | ||
| Q3 25 | 4.13× | 5.84× | ||
| Q2 25 | 2.71× | 1.16× | ||
| Q1 25 | 3.06× | 2.55× | ||
| Q4 24 | 1.62× | 6.84× | ||
| Q3 24 | 10.23× | 1.56× | ||
| Q2 24 | 1.98× | 1.79× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACEL
| Illinois | $252.8M | 72% |
| Montana (1) | $40.6M | 12% |
| Nevada | $29.3M | 8% |
| Nebraska | $11.4M | 3% |
| Louisiana | $10.1M | 3% |
| Georgia | $6.2M | 2% |
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% |
