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AeroVironment Inc（AVAV）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
AeroVironment Inc的季度营收约是J&J SNACK FOODS CORP的1.4倍（$472.5M vs $343.8M），J&J SNACK FOODS CORP净利率更高（0.3% vs -3.6%，领先3.9%），AeroVironment Inc同比增速更快（181.9% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs -2.2%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs JJSF — 直观对比
营收规模更大
AVAV
是对方的1.4倍
$343.8M
营收增速更快
AVAV
高出187.1%
-5.2%
净利率更高
JJSF
高出3.9%
-3.6%
自由现金流更多
JJSF
多$72.9M
$-55.9M
两年增速更快
AVAV
近两年复合增速
-2.2%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $343.8M |
| 净利润 | $-17.1M | $883.0K |
| 毛利率 | 22.0% | 27.9% |
| 营业利润率 | -6.4% | 0.2% |
| 净利率 | -3.6% | 0.3% |
| 营收同比 | 181.9% | -5.2% |
| 净利润同比 | -875.1% | -82.8% |
| 每股收益（稀释后） | $-0.34 | $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AVAVJJSF
| Q4 25 | $472.5M | $343.8M | ||
| Q3 25 | $454.7M | $410.2M | ||
| Q2 25 | $275.1M | $454.3M | ||
| Q1 25 | $167.6M | $356.1M | ||
| Q4 24 | $188.5M | $362.6M | ||
| Q3 24 | $189.5M | $426.8M | ||
| Q2 24 | $197.0M | $440.0M | ||
| Q1 24 | $186.6M | $359.7M |
净利润AVAVJJSF
| Q4 25 | $-17.1M | $883.0K | ||
| Q3 25 | $-67.4M | $11.4M | ||
| Q2 25 | $16.7M | $44.2M | ||
| Q1 25 | $-1.8M | $4.8M | ||
| Q4 24 | $7.5M | $5.1M | ||
| Q3 24 | $21.2M | $29.6M | ||
| Q2 24 | $6.0M | $36.3M | ||
| Q1 24 | $13.9M | $13.3M |
毛利率AVAVJJSF
| Q4 25 | 22.0% | 27.9% | ||
| Q3 25 | 20.9% | 31.7% | ||
| Q2 25 | 36.5% | 33.0% | ||
| Q1 25 | 37.7% | 26.9% | ||
| Q4 24 | 39.1% | 25.9% | ||
| Q3 24 | 43.0% | 31.8% | ||
| Q2 24 | 38.4% | 33.6% | ||
| Q1 24 | 36.1% | 30.1% |
营业利润率AVAVJJSF
| Q4 25 | -6.4% | 0.2% | ||
| Q3 25 | -15.2% | 2.8% | ||
| Q2 25 | 5.0% | 13.3% | ||
| Q1 25 | -1.8% | 1.7% | ||
| Q4 24 | 3.7% | 1.7% | ||
| Q3 24 | 12.2% | 9.3% | ||
| Q2 24 | 3.0% | 11.4% | ||
| Q1 24 | 7.7% | 5.0% |
净利率AVAVJJSF
| Q4 25 | -3.6% | 0.3% | ||
| Q3 25 | -14.8% | 2.8% | ||
| Q2 25 | 6.1% | 9.7% | ||
| Q1 25 | -1.0% | 1.4% | ||
| Q4 24 | 4.0% | 1.4% | ||
| Q3 24 | 11.2% | 6.9% | ||
| Q2 24 | 3.1% | 8.3% | ||
| Q1 24 | 7.4% | 3.7% |
每股收益（稀释后）AVAVJJSF
| Q4 25 | $-0.34 | $0.05 | ||
| Q3 25 | $-1.44 | $0.59 | ||
| Q2 25 | $0.59 | $2.26 | ||
| Q1 25 | $-0.06 | $0.25 | ||
| Q4 24 | $0.27 | $0.26 | ||
| Q3 24 | $0.75 | $1.52 | ||
| Q2 24 | $0.18 | $1.87 | ||
| Q1 24 | $0.50 | $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 | $588.5M | $66.8M |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $912.9M |
| 总资产 | $5.6B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVJJSF
| Q4 25 | $588.5M | $66.8M | ||
| Q3 25 | $685.8M | $105.9M | ||
| Q2 25 | $40.9M | $77.4M | ||
| Q1 25 | $47.0M | $48.5M | ||
| Q4 24 | $69.0M | $73.6M | ||
| Q3 24 | $81.2M | $73.4M | ||
| Q2 24 | $73.3M | $64.0M | ||
| Q1 24 | $107.7M | $43.6M |
总债务AVAVJJSF
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — | ||
| Q1 24 | $40.0M | — |
股东权益AVAVJJSF
| Q4 25 | $4.4B | $912.9M | ||
| Q3 25 | $4.4B | $966.7M | ||
| Q2 25 | $886.5M | $969.9M | ||
| Q1 25 | $861.1M | $935.0M | ||
| Q4 24 | $858.4M | $946.8M | ||
| Q3 24 | $845.5M | $957.0M | ||
| Q2 24 | $822.7M | $937.9M | ||
| Q1 24 | $813.0M | $915.7M |
总资产AVAVJJSF
| Q4 25 | $5.6B | $1.3B | ||
| Q3 25 | $5.6B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $999.2M | $1.4B | ||
| Q2 24 | $1.0B | $1.4B | ||
| Q1 24 | $980.3M | $1.3B |
负债/权益比AVAVJJSF
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | 0.05× | — |
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 | $-45.1M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $17.0M |
| 自由现金流率自由现金流/营收 | -11.8% | 4.9% |
| 资本支出强度资本支出/营收 | 2.3% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 40.73× |
| 过去12个月自由现金流最近4个季度 | $-240.7M | $83.1M |
8季度趋势，按日历期对齐
经营现金流AVAVJJSF
| Q4 25 | $-45.1M | $36.0M | ||
| Q3 25 | $-123.7M | $66.4M | ||
| Q2 25 | $-264.0K | $51.2M | ||
| Q1 25 | $-25.8M | $12.3M | ||
| Q4 24 | $-3.6M | $35.2M | ||
| Q3 24 | $28.4M | $46.3M | ||
| Q2 24 | $-11.7M | $65.0M | ||
| Q1 24 | $52.6M | $12.7M |
自由现金流AVAVJJSF
| Q4 25 | $-55.9M | $17.0M | ||
| Q3 25 | $-146.5M | $44.8M | ||
| Q2 25 | $-8.8M | $28.5M | ||
| Q1 25 | $-29.6M | $-7.2M | ||
| Q4 24 | $-8.7M | $16.1M | ||
| Q3 24 | $22.9M | $29.1M | ||
| Q2 24 | $-20.8M | $45.3M | ||
| Q1 24 | $48.8M | $-4.0M |
自由现金流率AVAVJJSF
| Q4 25 | -11.8% | 4.9% | ||
| Q3 25 | -32.2% | 10.9% | ||
| Q2 25 | -3.2% | 6.3% | ||
| Q1 25 | -17.7% | -2.0% | ||
| Q4 24 | -4.6% | 4.4% | ||
| Q3 24 | 12.1% | 6.8% | ||
| Q2 24 | -10.5% | 10.3% | ||
| Q1 24 | 26.1% | -1.1% |
资本支出强度AVAVJJSF
| Q4 25 | 2.3% | 5.5% | ||
| Q3 25 | 5.0% | 5.3% | ||
| Q2 25 | 3.1% | 5.0% | ||
| Q1 25 | 2.3% | 5.5% | ||
| Q4 24 | 2.7% | 5.3% | ||
| Q3 24 | 2.9% | 4.0% | ||
| Q2 24 | 4.6% | 4.5% | ||
| Q1 24 | 2.0% | 4.6% |
现金转化率AVAVJJSF
| Q4 25 | — | 40.73× | ||
| Q3 25 | — | 5.84× | ||
| Q2 25 | -0.02× | 1.16× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | -0.48× | 6.84× | ||
| Q3 24 | 1.34× | 1.56× | ||
| Q2 24 | -1.93× | 1.79× | ||
| Q1 24 | 3.79× | 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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 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% |
