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Aveanna Healthcare Holdings, Inc.（AVAH）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
Aveanna Healthcare Holdings, Inc.的季度营收约是J&J SNACK FOODS CORP的1.8倍（$621.9M vs $343.8M），Aveanna Healthcare Holdings, Inc.净利率更高（2.3% vs 0.3%，领先2.0%），Aveanna Healthcare Holdings, Inc.同比增速更快（22.2% vs -5.2%），过去两年Aveanna Healthcare Holdings, Inc.的营收复合增速更高（14.0% vs -2.2%）
Aveanna Healthcare Holdings, Inc.是美国领先的家庭及社区医疗服务提供商，核心业务覆盖儿科家庭护理、成人个人照护、临终关怀、输液治疗等领域，通过覆盖全美的本地护理中心网络为各地患者提供服务，服务对象涵盖公共及私人付费群体。
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。
AVAH vs JJSF — 直观对比
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $621.9M | $343.8M |
| 净利润 | $14.1M | $883.0K |
| 毛利率 | 32.6% | 27.9% |
| 营业利润率 | 8.6% | 0.2% |
| 净利率 | 2.3% | 0.3% |
| 营收同比 | 22.2% | -5.2% |
| 净利润同比 | 132.8% | -82.8% |
| 每股收益（稀释后） | $0.06 | $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 | — | $343.8M | ||
| Q3 25 | $621.9M | $410.2M | ||
| Q2 25 | $589.6M | $454.3M | ||
| Q1 25 | $559.2M | $356.1M | ||
| Q4 24 | $519.9M | $362.6M | ||
| Q3 24 | $509.0M | $426.8M | ||
| Q2 24 | $505.0M | $440.0M | ||
| Q1 24 | $490.7M | $359.7M |
| Q4 25 | — | $883.0K | ||
| Q3 25 | $14.1M | $11.4M | ||
| Q2 25 | $27.0M | $44.2M | ||
| Q1 25 | $5.2M | $4.8M | ||
| Q4 24 | $29.2M | $5.1M | ||
| Q3 24 | $-42.8M | $29.6M | ||
| Q2 24 | $13.9M | $36.3M | ||
| Q1 24 | $-11.2M | $13.3M |
| Q4 25 | — | 27.9% | ||
| Q3 25 | 32.6% | 31.7% | ||
| Q2 25 | 35.8% | 33.0% | ||
| Q1 25 | 32.8% | 26.9% | ||
| Q4 24 | 33.0% | 25.9% | ||
| Q3 24 | 31.4% | 31.8% | ||
| Q2 24 | 31.3% | 33.6% | ||
| Q1 24 | 29.7% | 30.1% |
| Q4 25 | — | 0.2% | ||
| Q3 25 | 8.6% | 2.8% | ||
| Q2 25 | 13.6% | 13.3% | ||
| Q1 25 | 9.3% | 1.7% | ||
| Q4 24 | 8.8% | 1.7% | ||
| Q3 24 | 6.7% | 9.3% | ||
| Q2 24 | 7.4% | 11.4% | ||
| Q1 24 | 4.7% | 5.0% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | 2.3% | 2.8% | ||
| Q2 25 | 4.6% | 9.7% | ||
| Q1 25 | 0.9% | 1.4% | ||
| Q4 24 | 5.6% | 1.4% | ||
| Q3 24 | -8.4% | 6.9% | ||
| Q2 24 | 2.8% | 8.3% | ||
| Q1 24 | -2.3% | 3.7% |
| Q4 25 | — | $0.05 | ||
| Q3 25 | $0.06 | $0.59 | ||
| Q2 25 | $0.13 | $2.26 | ||
| Q1 25 | $0.03 | $0.25 | ||
| Q4 24 | $0.15 | $0.26 | ||
| Q3 24 | $-0.22 | $1.52 | ||
| Q2 24 | $0.07 | $1.87 | ||
| Q1 24 | $-0.06 | $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 | $145.9M | $66.8M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $9.2M | $912.9M |
| 总资产 | $1.8B | $1.3B |
| 负债/权益比越低杠杆越低 | 141.83× | — |
8季度趋势，按日历期对齐
| Q4 25 | — | $66.8M | ||
| Q3 25 | $145.9M | $105.9M | ||
| Q2 25 | $100.7M | $77.4M | ||
| Q1 25 | $71.5M | $48.5M | ||
| Q4 24 | $84.3M | $73.6M | ||
| Q3 24 | $78.5M | $73.4M | ||
| Q2 24 | $47.7M | $64.0M | ||
| Q1 24 | $42.6M | $43.6M |
| Q4 25 | — | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
| Q4 25 | — | $912.9M | ||
| Q3 25 | $9.2M | $966.7M | ||
| Q2 25 | $-12.0M | $969.9M | ||
| Q1 25 | $-100.1M | $935.0M | ||
| Q4 24 | $-123.6M | $946.8M | ||
| Q3 24 | $-156.4M | $957.0M | ||
| Q2 24 | $-119.0M | $937.9M | ||
| Q1 24 | $-136.3M | $915.7M |
| Q4 25 | — | $1.3B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.6B | $1.3B |
| Q4 25 | — | — | ||
| Q3 25 | 141.83× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $33.2M | $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 | 2.36× | 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
| Q4 25 | — | $36.0M | ||
| Q3 25 | $33.2M | $66.4M | ||
| Q2 25 | $51.6M | $51.2M | ||
| Q1 25 | $-8.6M | $12.3M | ||
| Q4 24 | $13.4M | $35.2M | ||
| Q3 24 | $29.4M | $46.3M | ||
| Q2 24 | $1.8M | $65.0M | ||
| Q1 24 | $-12.0M | $12.7M |
| Q4 25 | — | $17.0M | ||
| Q3 25 | — | $44.8M | ||
| Q2 25 | — | $28.5M | ||
| Q1 25 | — | $-7.2M | ||
| Q4 24 | — | $16.1M | ||
| Q3 24 | — | $29.1M | ||
| Q2 24 | — | $45.3M | ||
| Q1 24 | — | $-4.0M |
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 10.3% | ||
| Q1 24 | — | -1.1% |
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 5.0% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 4.5% | ||
| Q1 24 | — | 4.6% |
| Q4 25 | — | 40.73× | ||
| Q3 25 | 2.36× | 5.84× | ||
| Q2 25 | 1.91× | 1.16× | ||
| Q1 25 | -1.66× | 2.55× | ||
| Q4 24 | 0.46× | 6.84× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | 0.13× | 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
AVAH
| Private Duty Services | $514.4M | 83% |
| Home Health And Hospice | $62.4M | 10% |
| Medical Solutions | $45.1M | 7% |
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% |
