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APPFOLIO INC（APPF）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
J&J SNACK FOODS CORP的季度营收约是APPFOLIO INC的1.3倍（$343.8M vs $262.2M），APPFOLIO INC净利率更高（16.2% vs 0.3%，领先15.9%），APPFOLIO INC同比增速更快（20.4% vs -5.2%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs -2.2%）
AppFolio Inc.是一家2006年成立的美国企业，专注服务房地产行业，为客户提供软件即服务（SaaS）类应用产品及相关配套服务，助力房地产相关经营主体优化管理流程、提升运营效率。
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。
APPF vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.3倍
$262.2M
营收增速更快
APPF
高出25.6%
-5.2%
净利率更高
APPF
高出15.9%
0.3%
两年增速更快
APPF
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $343.8M |
| 净利润 | $42.4M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | 19.4% | 0.2% |
| 净利率 | 16.2% | 0.3% |
| 营收同比 | 20.4% | -5.2% |
| 净利润同比 | 35.2% | -82.8% |
| 每股收益（稀释后） | $1.18 | $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APPFJJSF
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $343.8M | ||
| Q3 25 | $249.4M | $410.2M | ||
| Q2 25 | $235.6M | $454.3M | ||
| Q1 25 | $217.7M | $356.1M | ||
| Q4 24 | $203.7M | $362.6M | ||
| Q3 24 | $205.7M | $426.8M | ||
| Q2 24 | $197.4M | $440.0M |
净利润APPFJJSF
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $883.0K | ||
| Q3 25 | $33.6M | $11.4M | ||
| Q2 25 | $36.0M | $44.2M | ||
| Q1 25 | $31.4M | $4.8M | ||
| Q4 24 | $102.7M | $5.1M | ||
| Q3 24 | $33.0M | $29.6M | ||
| Q2 24 | $29.7M | $36.3M |
毛利率APPFJJSF
| 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APPFJJSF
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 0.2% | ||
| Q3 25 | 14.1% | 2.8% | ||
| Q2 25 | 17.2% | 13.3% | ||
| Q1 25 | 15.5% | 1.7% | ||
| Q4 24 | 11.3% | 1.7% | ||
| Q3 24 | 20.7% | 9.3% | ||
| Q2 24 | 18.3% | 11.4% |
净利率APPFJJSF
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 0.3% | ||
| Q3 25 | 13.5% | 2.8% | ||
| Q2 25 | 15.3% | 9.7% | ||
| Q1 25 | 14.4% | 1.4% | ||
| Q4 24 | 50.4% | 1.4% | ||
| Q3 24 | 16.0% | 6.9% | ||
| Q2 24 | 15.0% | 8.3% |
每股收益（稀释后）APPFJJSF
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.05 | ||
| Q3 25 | $0.93 | $0.59 | ||
| Q2 25 | $0.99 | $2.26 | ||
| Q1 25 | $0.86 | $0.25 | ||
| Q4 24 | $2.79 | $0.26 | ||
| Q3 24 | $0.90 | $1.52 | ||
| Q2 24 | $0.81 | $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 | $147.4M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $912.9M |
| 总资产 | $580.6M | $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APPFJJSF
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $66.8M | ||
| Q3 25 | $76.1M | $105.9M | ||
| Q2 25 | $73.5M | $77.4M | ||
| Q1 25 | $56.9M | $48.5M | ||
| Q4 24 | $42.5M | $73.6M | ||
| Q3 24 | $62.4M | $73.4M | ||
| Q2 24 | $59.6M | $64.0M |
股东权益APPFJJSF
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $912.9M | ||
| Q3 25 | $498.9M | $966.7M | ||
| Q2 25 | $455.6M | $969.9M | ||
| Q1 25 | $462.1M | $935.0M | ||
| Q4 24 | $519.3M | $946.8M | ||
| Q3 24 | $412.8M | $957.0M | ||
| Q2 24 | $371.4M | $937.9M |
总资产APPFJJSF
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.3B | ||
| Q3 25 | $640.5M | $1.4B | ||
| Q2 25 | $567.4M | $1.4B | ||
| Q1 25 | $564.7M | $1.4B | ||
| Q4 24 | $626.7M | $1.3B | ||
| Q3 24 | $523.3M | $1.4B | ||
| Q2 24 | $479.3M | $1.4B |
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 | $34.3M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | — | $17.0M |
| 自由现金流率自由现金流/营收 | — | 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 | 0.81× | 40.73× |
| 过去12个月自由现金流最近4个季度 | — | $83.1M |
8季度趋势，按日历期对齐
经营现金流APPFJJSF
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $36.0M | ||
| Q3 25 | $86.0M | $66.4M | ||
| Q2 25 | $52.6M | $51.2M | ||
| Q1 25 | $38.5M | $12.3M | ||
| Q4 24 | $36.6M | $35.2M | ||
| Q3 24 | $57.8M | $46.3M | ||
| Q2 24 | $50.9M | $65.0M |
自由现金流APPFJJSF
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $17.0M | ||
| Q3 25 | $84.7M | $44.8M | ||
| Q2 25 | $52.4M | $28.5M | ||
| Q1 25 | $38.2M | $-7.2M | ||
| Q4 24 | $36.4M | $16.1M | ||
| Q3 24 | $57.4M | $29.1M | ||
| Q2 24 | $50.8M | $45.3M |
自由现金流率APPFJJSF
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 4.9% | ||
| Q3 25 | 34.0% | 10.9% | ||
| Q2 25 | 22.2% | 6.3% | ||
| Q1 25 | 17.6% | -2.0% | ||
| Q4 24 | 17.9% | 4.4% | ||
| Q3 24 | 27.9% | 6.8% | ||
| Q2 24 | 25.8% | 10.3% |
资本支出强度APPFJJSF
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 5.5% | ||
| Q3 25 | 0.5% | 5.3% | ||
| Q2 25 | 0.1% | 5.0% | ||
| Q1 25 | 0.1% | 5.5% | ||
| Q4 24 | 0.1% | 5.3% | ||
| Q3 24 | 0.2% | 4.0% | ||
| Q2 24 | 0.0% | 4.5% |
现金转化率APPFJJSF
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 40.73× | ||
| Q3 25 | 2.56× | 5.84× | ||
| Q2 25 | 1.46× | 1.16× | ||
| Q1 25 | 1.23× | 2.55× | ||
| Q4 24 | 0.36× | 6.84× | ||
| Q3 24 | 1.75× | 1.56× | ||
| Q2 24 | 1.71× | 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
APPF
| Value Added Services | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
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% |
