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Atmus Filtration Technologies Inc.（ATMU）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
Atmus Filtration Technologies Inc.的季度营收约是J&J SNACK FOODS CORP的1.3倍（$446.6M vs $343.8M），Atmus Filtration Technologies Inc.净利率更高（10.7% vs 0.3%，领先10.5%），Atmus Filtration Technologies Inc.同比增速更快（9.8% vs -5.2%），Atmus Filtration Technologies Inc.自由现金流更多（$31.2M vs $17.0M），过去两年Atmus Filtration Technologies Inc.的营收复合增速更高（2.3% vs -2.2%）
Atmus过滤技术公司是一家专业过滤解决方案提供商，研发、生产和销售空气、燃油、机油、液压等多场景过滤系统，服务全球汽车、重型车辆、工业设备、航空航天领域的原厂配套及售后替换市场。
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。
ATMU vs JJSF — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $446.6M | $343.8M |
| 净利润 | $48.0M | $883.0K |
| 毛利率 | 28.5% | 27.9% |
| 营业利润率 | 15.8% | 0.2% |
| 净利率 | 10.7% | 0.3% |
| 营收同比 | 9.8% | -5.2% |
| 净利润同比 | 19.7% | -82.8% |
| 每股收益（稀释后） | $0.58 | $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 | $446.6M | $343.8M | ||
| Q3 25 | $447.7M | $410.2M | ||
| Q2 25 | $453.5M | $454.3M | ||
| Q1 25 | $416.5M | $356.1M | ||
| Q4 24 | $406.7M | $362.6M | ||
| Q3 24 | $403.7M | $426.8M | ||
| Q2 24 | $432.6M | $440.0M | ||
| Q1 24 | $426.6M | $359.7M |
| Q4 25 | $48.0M | $883.0K | ||
| Q3 25 | $54.8M | $11.4M | ||
| Q2 25 | $59.9M | $44.2M | ||
| Q1 25 | $44.7M | $4.8M | ||
| Q4 24 | $40.1M | $5.1M | ||
| Q3 24 | $43.8M | $29.6M | ||
| Q2 24 | $56.2M | $36.3M | ||
| Q1 24 | $45.5M | $13.3M |
| Q4 25 | 28.5% | 27.9% | ||
| Q3 25 | 28.9% | 31.7% | ||
| Q2 25 | 28.9% | 33.0% | ||
| Q1 25 | 26.5% | 26.9% | ||
| Q4 24 | 26.3% | 25.9% | ||
| Q3 24 | 27.6% | 31.8% | ||
| Q2 24 | 30.5% | 33.6% | ||
| Q1 24 | 26.2% | 30.1% |
| Q4 25 | 15.8% | 0.2% | ||
| Q3 25 | 18.3% | 2.8% | ||
| Q2 25 | 18.0% | 13.3% | ||
| Q1 25 | 15.6% | 1.7% | ||
| Q4 24 | 13.4% | 1.7% | ||
| Q3 24 | 15.7% | 9.3% | ||
| Q2 24 | 18.4% | 11.4% | ||
| Q1 24 | 16.1% | 5.0% |
| Q4 25 | 10.7% | 0.3% | ||
| Q3 25 | 12.2% | 2.8% | ||
| Q2 25 | 13.2% | 9.7% | ||
| Q1 25 | 10.7% | 1.4% | ||
| Q4 24 | 9.9% | 1.4% | ||
| Q3 24 | 10.8% | 6.9% | ||
| Q2 24 | 13.0% | 8.3% | ||
| Q1 24 | 10.7% | 3.7% |
| Q4 25 | $0.58 | $0.05 | ||
| Q3 25 | $0.66 | $0.59 | ||
| Q2 25 | $0.72 | $2.26 | ||
| Q1 25 | $0.54 | $0.25 | ||
| Q4 24 | $0.49 | $0.26 | ||
| Q3 24 | $0.52 | $1.52 | ||
| Q2 24 | $0.67 | $1.87 | ||
| Q1 24 | $0.54 | $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 | $236.4M | $66.8M |
| 总债务越低越好 | $570.0M | — |
| 股东权益账面价值 | $378.5M | $912.9M |
| 总资产 | $1.4B | $1.3B |
| 负债/权益比越低杠杆越低 | 1.51× | — |
8季度趋势，按日历期对齐
| Q4 25 | $236.4M | $66.8M | ||
| Q3 25 | $218.3M | $105.9M | ||
| Q2 25 | $190.8M | $77.4M | ||
| Q1 25 | $183.3M | $48.5M | ||
| Q4 24 | $184.3M | $73.6M | ||
| Q3 24 | $196.8M | $73.4M | ||
| Q2 24 | $160.5M | $64.0M | ||
| Q1 24 | $149.2M | $43.6M |
| Q4 25 | $570.0M | — | ||
| Q3 25 | $577.5M | — | ||
| Q2 25 | $585.0M | — | ||
| Q1 25 | $588.8M | — | ||
| Q4 24 | $592.5M | — | ||
| Q3 24 | $596.2M | — | ||
| Q2 24 | $600.0M | — | ||
| Q1 24 | $600.0M | — |
| Q4 25 | $378.5M | $912.9M | ||
| Q3 25 | $336.7M | $966.7M | ||
| Q2 25 | $316.3M | $969.9M | ||
| Q1 25 | $265.3M | $935.0M | ||
| Q4 24 | $227.4M | $946.8M | ||
| Q3 24 | $221.2M | $957.0M | ||
| Q2 24 | $178.1M | $937.9M | ||
| Q1 24 | $121.8M | $915.7M |
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.1B | $1.3B |
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 2.22× | — | ||
| Q4 24 | 2.61× | — | ||
| Q3 24 | 2.70× | — | ||
| Q2 24 | 3.37× | — | ||
| Q1 24 | 4.93× | — |
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 | $47.5M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $31.2M | $17.0M |
| 自由现金流率自由现金流/营收 | 7.0% | 4.9% |
| 资本支出强度资本支出/营收 | 3.6% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.99× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $148.8M | $83.1M |
8季度趋势，按日历期对齐
| Q4 25 | $47.5M | $36.0M | ||
| Q3 25 | $82.1M | $66.4M | ||
| Q2 25 | $44.4M | $51.2M | ||
| Q1 25 | $28.7M | $12.3M | ||
| Q4 24 | $20.0M | $35.2M | ||
| Q3 24 | $70.7M | $46.3M | ||
| Q2 24 | $22.9M | $65.0M | ||
| Q1 24 | $-8.2M | $12.7M |
| Q4 25 | $31.2M | $17.0M | ||
| Q3 25 | $68.9M | $44.8M | ||
| Q2 25 | $32.4M | $28.5M | ||
| Q1 25 | $16.3M | $-7.2M | ||
| Q4 24 | $10.0M | $16.1M | ||
| Q3 24 | $54.3M | $29.1M | ||
| Q2 24 | $11.3M | $45.3M | ||
| Q1 24 | $-18.8M | $-4.0M |
| Q4 25 | 7.0% | 4.9% | ||
| Q3 25 | 15.4% | 10.9% | ||
| Q2 25 | 7.1% | 6.3% | ||
| Q1 25 | 3.9% | -2.0% | ||
| Q4 24 | 2.5% | 4.4% | ||
| Q3 24 | 13.5% | 6.8% | ||
| Q2 24 | 2.6% | 10.3% | ||
| Q1 24 | -4.4% | -1.1% |
| Q4 25 | 3.6% | 5.5% | ||
| Q3 25 | 2.9% | 5.3% | ||
| Q2 25 | 2.6% | 5.0% | ||
| Q1 25 | 3.0% | 5.5% | ||
| Q4 24 | 2.5% | 5.3% | ||
| Q3 24 | 4.1% | 4.0% | ||
| Q2 24 | 2.7% | 4.5% | ||
| Q1 24 | 2.5% | 4.6% |
| Q4 25 | 0.99× | 40.73× | ||
| Q3 25 | 1.50× | 5.84× | ||
| Q2 25 | 0.74× | 1.16× | ||
| Q1 25 | 0.64× | 2.55× | ||
| Q4 24 | 0.50× | 6.84× | ||
| Q3 24 | 1.61× | 1.56× | ||
| Q2 24 | 0.41× | 1.79× | ||
| Q1 24 | -0.18× | 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
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
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% |
