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ACI WORLDWIDE, INC.（ACIW）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
ACI WORLDWIDE, INC.的季度营收约是J&J SNACK FOODS CORP的1.4倍（$481.6M vs $343.8M），ACI WORLDWIDE, INC.净利率更高（13.4% vs 0.3%，领先13.1%），ACI WORLDWIDE, INC.同比增速更快（6.3% vs -5.2%），ACI WORLDWIDE, INC.自由现金流更多（$116.6M vs $17.0M），过去两年ACI WORLDWIDE, INC.的营收复合增速更高（23.4% vs -2.2%）
ACI Worldwide是全球领先的数字支付软件企业，总部位于美国内布拉斯加州埃尔克霍恩，为94个国家的客户提供服务，每日处理数十亿笔交易，总价值达数万亿美元。其智能解决方案服务于银行、金融机构、商户、账单服务商、收单机构、发卡机构及第三方支付服务商，支持全渠道搭建安全支付体系。
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。
ACIW vs JJSF — 直观对比
营收规模更大
ACIW
是对方的1.4倍
$343.8M
营收增速更快
ACIW
高出11.5%
-5.2%
净利率更高
ACIW
高出13.1%
0.3%
自由现金流更多
ACIW
多$99.6M
$17.0M
两年增速更快
ACIW
近两年复合增速
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $481.6M | $343.8M |
| 净利润 | $64.3M | $883.0K |
| 毛利率 | 53.0% | 27.9% |
| 营业利润率 | 22.6% | 0.2% |
| 净利率 | 13.4% | 0.3% |
| 营收同比 | 6.3% | -5.2% |
| 净利润同比 | -34.7% | -82.8% |
| 每股收益（稀释后） | $0.61 | $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ACIWJJSF
| Q4 25 | $481.6M | $343.8M | ||
| Q3 25 | $482.4M | $410.2M | ||
| Q2 25 | $401.3M | $454.3M | ||
| Q1 25 | $394.6M | $356.1M | ||
| Q4 24 | $453.0M | $362.6M | ||
| Q3 24 | $451.8M | $426.8M | ||
| Q2 24 | $373.5M | $440.0M | ||
| Q1 24 | $316.0M | $359.7M |
净利润ACIWJJSF
| Q4 25 | $64.3M | $883.0K | ||
| Q3 25 | $91.3M | $11.4M | ||
| Q2 25 | $12.2M | $44.2M | ||
| Q1 25 | $58.9M | $4.8M | ||
| Q4 24 | $98.6M | $5.1M | ||
| Q3 24 | $81.4M | $29.6M | ||
| Q2 24 | $30.9M | $36.3M | ||
| Q1 24 | $-7.8M | $13.3M |
毛利率ACIWJJSF
| Q4 25 | 53.0% | 27.9% | ||
| Q3 25 | 53.7% | 31.7% | ||
| Q2 25 | 41.5% | 33.0% | ||
| Q1 25 | 45.9% | 26.9% | ||
| Q4 24 | 55.8% | 25.9% | ||
| Q3 24 | 56.3% | 31.8% | ||
| Q2 24 | 45.6% | 33.6% | ||
| Q1 24 | 39.5% | 30.1% |
营业利润率ACIWJJSF
| Q4 25 | 22.6% | 0.2% | ||
| Q3 25 | 26.5% | 2.8% | ||
| Q2 25 | 8.7% | 13.3% | ||
| Q1 25 | 14.8% | 1.7% | ||
| Q4 24 | 27.0% | 1.7% | ||
| Q3 24 | 27.1% | 9.3% | ||
| Q2 24 | 14.4% | 11.4% | ||
| Q1 24 | 3.0% | 5.0% |
净利率ACIWJJSF
| Q4 25 | 13.4% | 0.3% | ||
| Q3 25 | 18.9% | 2.8% | ||
| Q2 25 | 3.0% | 9.7% | ||
| Q1 25 | 14.9% | 1.4% | ||
| Q4 24 | 21.8% | 1.4% | ||
| Q3 24 | 18.0% | 6.9% | ||
| Q2 24 | 8.3% | 8.3% | ||
| Q1 24 | -2.5% | 3.7% |
每股收益（稀释后）ACIWJJSF
| Q4 25 | $0.61 | $0.05 | ||
| Q3 25 | $0.88 | $0.59 | ||
| Q2 25 | $0.12 | $2.26 | ||
| Q1 25 | $0.55 | $0.25 | ||
| Q4 24 | $0.92 | $0.26 | ||
| Q3 24 | $0.77 | $1.52 | ||
| Q2 24 | $0.29 | $1.87 | ||
| Q1 24 | $-0.07 | $0.69 |
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 | $196.5M | $66.8M |
| 总债务越低越好 | $817.6M | — |
| 股东权益账面价值 | $1.5B | $912.9M |
| 总资产 | $3.1B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势，按日历期对齐
现金及短期投资ACIWJJSF
| Q4 25 | $196.5M | $66.8M | ||
| Q3 25 | $199.3M | $105.9M | ||
| Q2 25 | $189.7M | $77.4M | ||
| Q1 25 | $230.1M | $48.5M | ||
| Q4 24 | $216.4M | $73.6M | ||
| Q3 24 | $177.9M | $73.4M | ||
| Q2 24 | $157.0M | $64.0M | ||
| Q1 24 | $183.4M | $43.6M |
总债务ACIWJJSF
| Q4 25 | $817.6M | — | ||
| Q3 25 | $867.8M | — | ||
| Q2 25 | $898.0M | — | ||
| Q1 25 | $845.9M | — | ||
| Q4 24 | $924.6M | — | ||
| Q3 24 | $994.3M | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $1.0B | — |
股东权益ACIWJJSF
| Q4 25 | $1.5B | $912.9M | ||
| Q3 25 | $1.5B | $966.7M | ||
| Q2 25 | $1.4B | $969.9M | ||
| Q1 25 | $1.5B | $935.0M | ||
| Q4 24 | $1.4B | $946.8M | ||
| Q3 24 | $1.3B | $957.0M | ||
| Q2 24 | $1.2B | $937.9M | ||
| Q1 24 | $1.3B | $915.7M |
总资产ACIWJJSF
| Q4 25 | $3.1B | $1.3B | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $3.1B | $1.4B | ||
| Q1 25 | $3.2B | $1.4B | ||
| Q4 24 | $3.0B | $1.3B | ||
| Q3 24 | $3.1B | $1.4B | ||
| Q2 24 | $3.4B | $1.4B | ||
| Q1 24 | $3.3B | $1.3B |
负债/权益比ACIWJJSF
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 0.64× | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | 0.65× | — | ||
| Q3 24 | 0.75× | — | ||
| Q2 24 | 0.82× | — | ||
| Q1 24 | 0.81× | — |
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 | $121.8M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $116.6M | $17.0M |
| 自由现金流率自由现金流/营收 | 24.2% | 4.9% |
| 资本支出强度资本支出/营收 | 1.1% | 5.5% |
| 现金转化率经营现金流/净利润 | 1.89× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $309.9M | $83.1M |
8季度趋势，按日历期对齐
经营现金流ACIWJJSF
| Q4 25 | $121.8M | $36.0M | ||
| Q3 25 | $73.0M | $66.4M | ||
| Q2 25 | $49.8M | $51.2M | ||
| Q1 25 | $78.2M | $12.3M | ||
| Q4 24 | $126.5M | $35.2M | ||
| Q3 24 | $54.0M | $46.3M | ||
| Q2 24 | $55.0M | $65.0M | ||
| Q1 24 | $123.2M | $12.7M |
自由现金流ACIWJJSF
| Q4 25 | $116.6M | $17.0M | ||
| Q3 25 | $69.6M | $44.8M | ||
| Q2 25 | $47.6M | $28.5M | ||
| Q1 25 | $76.1M | $-7.2M | ||
| Q4 24 | $119.5M | $16.1M | ||
| Q3 24 | $50.5M | $29.1M | ||
| Q2 24 | $53.3M | $45.3M | ||
| Q1 24 | $120.0M | $-4.0M |
自由现金流率ACIWJJSF
| Q4 25 | 24.2% | 4.9% | ||
| Q3 25 | 14.4% | 10.9% | ||
| Q2 25 | 11.9% | 6.3% | ||
| Q1 25 | 19.3% | -2.0% | ||
| Q4 24 | 26.4% | 4.4% | ||
| Q3 24 | 11.2% | 6.8% | ||
| Q2 24 | 14.3% | 10.3% | ||
| Q1 24 | 38.0% | -1.1% |
资本支出强度ACIWJJSF
| Q4 25 | 1.1% | 5.5% | ||
| Q3 25 | 0.7% | 5.3% | ||
| Q2 25 | 0.5% | 5.0% | ||
| Q1 25 | 0.5% | 5.5% | ||
| Q4 24 | 1.5% | 5.3% | ||
| Q3 24 | 0.8% | 4.0% | ||
| Q2 24 | 0.5% | 4.5% | ||
| Q1 24 | 1.0% | 4.6% |
现金转化率ACIWJJSF
| Q4 25 | 1.89× | 40.73× | ||
| Q3 25 | 0.80× | 5.84× | ||
| Q2 25 | 4.08× | 1.16× | ||
| Q1 25 | 1.33× | 2.55× | ||
| Q4 24 | 1.28× | 6.84× | ||
| Q3 24 | 0.66× | 1.56× | ||
| Q2 24 | 1.78× | 1.79× | ||
| Q1 24 | — | 0.96× |
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
ACIW
| Issuing And Acquiring | $183.7M | 38% |
| License | $158.3M | 33% |
| Maintenance | $50.8M | 11% |
| Software And Platform Service | $49.6M | 10% |
| Merchant Payments | $42.4M | 9% |
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% |
