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Arhaus, Inc.（ARHS）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
Arhaus, Inc.的季度营收约是J&J SNACK FOODS CORP的1.1倍（$364.8M vs $343.8M），Arhaus, Inc.净利率更高（4.1% vs 0.3%，领先3.9%），Arhaus, Inc.同比增速更快（5.1% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-8.8M），过去两年Arhaus, Inc.的营收复合增速更高（11.2% vs -2.2%）
Arhaus, Inc.是源自美国的高端家居零售企业，总部位于俄亥俄州波士顿高地，1986年正式创立。品牌主打可持续理念与工匠级品质，产品品类丰富，采用全渠道模式面向个人消费者及企业客户，覆盖民用与商用家居场景，提供相关产品与配套服务。
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。
ARHS vs JJSF — 直观对比
营收规模更大
ARHS
是对方的1.1倍
$343.8M
营收增速更快
ARHS
高出10.3%
-5.2%
净利率更高
ARHS
高出3.9%
0.3%
自由现金流更多
JJSF
多$25.8M
$-8.8M
两年增速更快
ARHS
近两年复合增速
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $364.8M | $343.8M |
| 净利润 | $15.1M | $883.0K |
| 毛利率 | 38.1% | 27.9% |
| 营业利润率 | 5.6% | 0.2% |
| 净利率 | 4.1% | 0.3% |
| 营收同比 | 5.1% | -5.2% |
| 净利润同比 | -29.1% | -82.8% |
| 每股收益（稀释后） | $0.11 | $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ARHSJJSF
| Q4 25 | $364.8M | $343.8M | ||
| Q3 25 | $344.6M | $410.2M | ||
| Q2 25 | $358.4M | $454.3M | ||
| Q1 25 | $311.4M | $356.1M | ||
| Q4 24 | $347.0M | $362.6M | ||
| Q3 24 | $319.1M | $426.8M | ||
| Q2 24 | $309.8M | $440.0M | ||
| Q1 24 | $295.2M | $359.7M |
净利润ARHSJJSF
| Q4 25 | $15.1M | $883.0K | ||
| Q3 25 | $12.2M | $11.4M | ||
| Q2 25 | $35.1M | $44.2M | ||
| Q1 25 | $4.9M | $4.8M | ||
| Q4 24 | $21.3M | $5.1M | ||
| Q3 24 | $9.9M | $29.6M | ||
| Q2 24 | $22.2M | $36.3M | ||
| Q1 24 | $15.1M | $13.3M |
毛利率ARHSJJSF
| Q4 25 | 38.1% | 27.9% | ||
| Q3 25 | 38.7% | 31.7% | ||
| Q2 25 | 41.4% | 33.0% | ||
| Q1 25 | 37.1% | 26.9% | ||
| Q4 24 | 40.0% | 25.9% | ||
| Q3 24 | 38.6% | 31.8% | ||
| Q2 24 | 40.1% | 33.6% | ||
| Q1 24 | 39.0% | 30.1% |
营业利润率ARHSJJSF
| Q4 25 | 5.6% | 0.2% | ||
| Q3 25 | 4.8% | 2.8% | ||
| Q2 25 | 13.0% | 13.3% | ||
| Q1 25 | 1.7% | 1.7% | ||
| Q4 24 | 8.2% | 1.7% | ||
| Q3 24 | 3.3% | 9.3% | ||
| Q2 24 | 9.5% | 11.4% | ||
| Q1 24 | 6.2% | 5.0% |
净利率ARHSJJSF
| Q4 25 | 4.1% | 0.3% | ||
| Q3 25 | 3.5% | 2.8% | ||
| Q2 25 | 9.8% | 9.7% | ||
| Q1 25 | 1.6% | 1.4% | ||
| Q4 24 | 6.1% | 1.4% | ||
| Q3 24 | 3.1% | 6.9% | ||
| Q2 24 | 7.2% | 8.3% | ||
| Q1 24 | 5.1% | 3.7% |
每股收益（稀释后）ARHSJJSF
| Q4 25 | $0.11 | $0.05 | ||
| Q3 25 | $0.09 | $0.59 | ||
| Q2 25 | $0.25 | $2.26 | ||
| Q1 25 | $0.03 | $0.25 | ||
| Q4 24 | $0.15 | $0.26 | ||
| Q3 24 | $0.07 | $1.52 | ||
| Q2 24 | $0.16 | $1.87 | ||
| Q1 24 | $0.11 | $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 | $253.4M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $418.2M | $912.9M |
| 总资产 | $1.4B | $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ARHSJJSF
| Q4 25 | $253.4M | $66.8M | ||
| Q3 25 | $262.2M | $105.9M | ||
| Q2 25 | $234.8M | $77.4M | ||
| Q1 25 | $214.4M | $48.5M | ||
| Q4 24 | $197.5M | $73.6M | ||
| Q3 24 | $177.7M | $73.4M | ||
| Q2 24 | $174.2M | $64.0M | ||
| Q1 24 | $233.2M | $43.6M |
股东权益ARHSJJSF
| Q4 25 | $418.2M | $912.9M | ||
| Q3 25 | $400.4M | $966.7M | ||
| Q2 25 | $385.6M | $969.9M | ||
| Q1 25 | $348.8M | $935.0M | ||
| Q4 24 | $343.7M | $946.8M | ||
| Q3 24 | $320.6M | $957.0M | ||
| Q2 24 | $309.3M | $937.9M | ||
| Q1 24 | $285.6M | $915.7M |
总资产ARHSJJSF
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.2B | $1.3B |
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 | $9.3M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $-8.8M | $17.0M |
| 自由现金流率自由现金流/营收 | -2.4% | 4.9% |
| 资本支出强度资本支出/营收 | 5.0% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.62× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $59.0M | $83.1M |
8季度趋势，按日历期对齐
经营现金流ARHSJJSF
| Q4 25 | $9.3M | $36.0M | ||
| Q3 25 | $46.1M | $66.4M | ||
| Q2 25 | $34.9M | $51.2M | ||
| Q1 25 | $46.5M | $12.3M | ||
| Q4 24 | $31.7M | $35.2M | ||
| Q3 24 | $31.1M | $46.3M | ||
| Q2 24 | $47.5M | $65.0M | ||
| Q1 24 | $36.8M | $12.7M |
自由现金流ARHSJJSF
| Q4 25 | $-8.8M | $17.0M | ||
| Q3 25 | $28.0M | $44.8M | ||
| Q2 25 | $20.9M | $28.5M | ||
| Q1 25 | $18.9M | $-7.2M | ||
| Q4 24 | $13.0M | $16.1M | ||
| Q3 24 | $4.6M | $29.1M | ||
| Q2 24 | $11.3M | $45.3M | ||
| Q1 24 | $10.9M | $-4.0M |
自由现金流率ARHSJJSF
| Q4 25 | -2.4% | 4.9% | ||
| Q3 25 | 8.1% | 10.9% | ||
| Q2 25 | 5.8% | 6.3% | ||
| Q1 25 | 6.1% | -2.0% | ||
| Q4 24 | 3.7% | 4.4% | ||
| Q3 24 | 1.4% | 6.8% | ||
| Q2 24 | 3.6% | 10.3% | ||
| Q1 24 | 3.7% | -1.1% |
资本支出强度ARHSJJSF
| Q4 25 | 5.0% | 5.5% | ||
| Q3 25 | 5.3% | 5.3% | ||
| Q2 25 | 3.9% | 5.0% | ||
| Q1 25 | 8.9% | 5.5% | ||
| Q4 24 | 5.4% | 5.3% | ||
| Q3 24 | 8.3% | 4.0% | ||
| Q2 24 | 11.7% | 4.5% | ||
| Q1 24 | 8.8% | 4.6% |
现金转化率ARHSJJSF
| Q4 25 | 0.62× | 40.73× | ||
| Q3 25 | 3.77× | 5.84× | ||
| Q2 25 | 1.00× | 1.16× | ||
| Q1 25 | 9.53× | 2.55× | ||
| Q4 24 | 1.49× | 6.84× | ||
| Q3 24 | 3.14× | 1.56× | ||
| Q2 24 | 2.14× | 1.79× | ||
| Q1 24 | 2.44× | 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
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
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% |
