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AFFILIATED MANAGERS GROUP, INC.(AMG)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
AFFILIATED MANAGERS GROUP, INC.的季度营收约是J&J SNACK FOODS CORP的1.6倍($556.6M vs $343.8M),AFFILIATED MANAGERS GROUP, INC.净利率更高(62.4% vs 0.3%,领先62.2%),AFFILIATED MANAGERS GROUP, INC.同比增速更快(6.2% vs -5.2%),AFFILIATED MANAGERS GROUP, INC.自由现金流更多($254.5M vs $17.0M),过去两年AFFILIATED MANAGERS GROUP, INC.的营收复合增速更高(5.5% vs -2.2%)
Affiliated Managers Group(简称AMG)是一家成立于1993年的美国金融服务企业,总部位于佛罗里达州西棕榈滩。公司股票在纽约证券交易所挂牌交易,代码为AMG,同时是标普400美国中型企业指数的成份股。
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。
AMG vs JJSF — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $556.6M | $343.8M |
| 净利润 | $347.5M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | 94.4% | 0.2% |
| 净利率 | 62.4% | 0.3% |
| 营收同比 | 6.2% | -5.2% |
| 净利润同比 | 114.2% | -82.8% |
| 每股收益(稀释后) | $10.87 | $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
| Q4 25 | $556.6M | $343.8M | ||
| Q3 25 | $528.0M | $410.2M | ||
| Q2 25 | $493.2M | $454.3M | ||
| Q1 25 | $496.6M | $356.1M | ||
| Q4 24 | $524.3M | $362.6M | ||
| Q3 24 | $516.4M | $426.8M | ||
| Q2 24 | $500.3M | $440.0M | ||
| Q1 24 | $499.9M | $359.7M |
| Q4 25 | $347.5M | $883.0K | ||
| Q3 25 | $212.4M | $11.4M | ||
| Q2 25 | $84.3M | $44.2M | ||
| Q1 25 | $72.4M | $4.8M | ||
| Q4 24 | $162.2M | $5.1M | ||
| Q3 24 | $123.6M | $29.6M | ||
| Q2 24 | $76.0M | $36.3M | ||
| Q1 24 | $149.8M | $13.3M |
| 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 | 94.4% | 0.2% | ||
| Q3 25 | 68.7% | 2.8% | ||
| Q2 25 | 34.8% | 13.3% | ||
| Q1 25 | 25.5% | 1.7% | ||
| Q4 24 | 52.2% | 1.7% | ||
| Q3 24 | 42.0% | 9.3% | ||
| Q2 24 | 35.6% | 11.4% | ||
| Q1 24 | 50.8% | 5.0% |
| Q4 25 | 62.4% | 0.3% | ||
| Q3 25 | 40.2% | 2.8% | ||
| Q2 25 | 17.1% | 9.7% | ||
| Q1 25 | 14.6% | 1.4% | ||
| Q4 24 | 30.9% | 1.4% | ||
| Q3 24 | 23.9% | 6.9% | ||
| Q2 24 | 15.2% | 8.3% | ||
| Q1 24 | 30.0% | 3.7% |
| Q4 25 | $10.87 | $0.05 | ||
| Q3 25 | $6.87 | $0.59 | ||
| Q2 25 | $2.80 | $2.26 | ||
| Q1 25 | $2.20 | $0.25 | ||
| Q4 24 | $4.95 | $0.26 | ||
| Q3 24 | $3.78 | $1.52 | ||
| Q2 24 | $2.26 | $1.87 | ||
| Q1 24 | $4.14 | $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 | $586.0M | $66.8M |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $3.2B | $912.9M |
| 总资产 | $9.2B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势,按日历期对齐
| Q4 25 | $586.0M | $66.8M | ||
| Q3 25 | $476.1M | $105.9M | ||
| Q2 25 | $361.0M | $77.4M | ||
| Q1 25 | $816.5M | $48.5M | ||
| Q4 24 | $950.0M | $73.6M | ||
| Q3 24 | $1.0B | $73.4M | ||
| Q2 24 | $865.5M | $64.0M | ||
| Q1 24 | $793.4M | $43.6M |
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | — |
| Q4 25 | $3.2B | $912.9M | ||
| Q3 25 | $3.3B | $966.7M | ||
| Q2 25 | $3.2B | $969.9M | ||
| Q1 25 | $3.2B | $935.0M | ||
| Q4 24 | $3.3B | $946.8M | ||
| Q3 24 | $3.3B | $957.0M | ||
| Q2 24 | $3.3B | $937.9M | ||
| Q1 24 | $3.6B | $915.7M |
| Q4 25 | $9.2B | $1.3B | ||
| Q3 25 | $8.9B | $1.4B | ||
| Q2 25 | $8.8B | $1.4B | ||
| Q1 25 | $8.7B | $1.4B | ||
| Q4 24 | $8.8B | $1.3B | ||
| Q3 24 | $8.9B | $1.4B | ||
| Q2 24 | $8.8B | $1.4B | ||
| Q1 24 | $9.0B | $1.3B |
| Q4 25 | 0.83× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.76× | — | ||
| Q1 24 | 0.70× | — |
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 | $256.4M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $17.0M |
| 自由现金流率自由现金流/营收 | 45.7% | 4.9% |
| 资本支出强度资本支出/营收 | 0.3% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.74× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $967.1M | $83.1M |
8季度趋势,按日历期对齐
| Q4 25 | $256.4M | $36.0M | ||
| Q3 25 | $277.1M | $66.4M | ||
| Q2 25 | $230.8M | $51.2M | ||
| Q1 25 | $208.9M | $12.3M | ||
| Q4 24 | $212.5M | $35.2M | ||
| Q3 24 | $265.2M | $46.3M | ||
| Q2 24 | $245.2M | $65.0M | ||
| Q1 24 | $209.2M | $12.7M |
| Q4 25 | $254.5M | $17.0M | ||
| Q3 25 | $275.9M | $44.8M | ||
| Q2 25 | $229.4M | $28.5M | ||
| Q1 25 | $207.3M | $-7.2M | ||
| Q4 24 | $211.4M | $16.1M | ||
| Q3 24 | $264.5M | $29.1M | ||
| Q2 24 | $244.6M | $45.3M | ||
| Q1 24 | $208.2M | $-4.0M |
| Q4 25 | 45.7% | 4.9% | ||
| Q3 25 | 52.3% | 10.9% | ||
| Q2 25 | 46.5% | 6.3% | ||
| Q1 25 | 41.7% | -2.0% | ||
| Q4 24 | 40.3% | 4.4% | ||
| Q3 24 | 51.2% | 6.8% | ||
| Q2 24 | 48.9% | 10.3% | ||
| Q1 24 | 41.6% | -1.1% |
| Q4 25 | 0.3% | 5.5% | ||
| Q3 25 | 0.2% | 5.3% | ||
| Q2 25 | 0.3% | 5.0% | ||
| Q1 25 | 0.3% | 5.5% | ||
| Q4 24 | 0.2% | 5.3% | ||
| Q3 24 | 0.1% | 4.0% | ||
| Q2 24 | 0.1% | 4.5% | ||
| Q1 24 | 0.2% | 4.6% |
| Q4 25 | 0.74× | 40.73× | ||
| Q3 25 | 1.30× | 5.84× | ||
| Q2 25 | 2.74× | 1.16× | ||
| Q1 25 | 2.89× | 2.55× | ||
| Q4 24 | 1.31× | 6.84× | ||
| Q3 24 | 2.15× | 1.56× | ||
| Q2 24 | 3.23× | 1.79× | ||
| Q1 24 | 1.40× | 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
AMG
暂无分部数据
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% |