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Mission Produce, Inc.（AVO）与SANFILIPPO JOHN B & SON INC（JBSS）财务数据对比。点击上方公司名可切换其他公司
Mission Produce, Inc.的季度营收约是SANFILIPPO JOHN B & SON INC的1.0倍（$319.0M vs $314.8M），SANFILIPPO JOHN B & SON INC净利率更高（5.7% vs 5.0%，领先0.7%），SANFILIPPO JOHN B & SON INC同比增速更快（4.6% vs -10.0%），Mission Produce, Inc.自由现金流更多（$55.6M vs $40.0M），过去两年Mission Produce, Inc.的营收复合增速更高（11.0% vs 7.6%）
根据现有信息，该描述将Mission Produce, Inc.错误混淆为一家日本电子游戏企业。原描述提及这家企业由前IREM员工于1990年4月6日创立，曾为艾尼克斯、哈德森开发多款游戏，作品覆盖街机、超级任天堂、Nintendo 64、PlayStation等多个平台。
John B. Sanfilippo & Son Inc.（股票代码JBSS）是美国领先的坚果零食加工分销商，主营树坚果、花生、果干及增值零食产品，为北美零售、餐饮及工业原料客户提供自有品牌和贴牌产品。
AVO vs JBSS — 直观对比
营收规模更大
AVO
是对方的1.0倍
$314.8M
营收增速更快
JBSS
高出14.5%
-10.0%
净利率更高
JBSS
高出0.7%
5.0%
自由现金流更多
AVO
多$15.6M
$40.0M
两年增速更快
AVO
近两年复合增速
7.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $319.0M | $314.8M |
| 净利润 | $16.0M | $18.0M |
| 毛利率 | 17.5% | 18.8% |
| 营业利润率 | 8.8% | 8.3% |
| 净利率 | 5.0% | 5.7% |
| 营收同比 | -10.0% | 4.6% |
| 净利润同比 | -7.5% | 32.1% |
| 每股收益（稀释后） | $0.23 | $1.53 |
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AVOJBSS
| Q4 25 | $319.0M | $314.8M | ||
| Q3 25 | $357.7M | $298.7M | ||
| Q2 25 | $380.3M | $269.1M | ||
| Q1 25 | $334.2M | $260.9M | ||
| Q4 24 | $354.4M | $301.1M | ||
| Q3 24 | $324.0M | $276.2M | ||
| Q2 24 | $297.6M | $269.6M | ||
| Q1 24 | $258.7M | $271.9M |
净利润AVOJBSS
| Q4 25 | $16.0M | $18.0M | ||
| Q3 25 | $14.7M | $18.7M | ||
| Q2 25 | $3.1M | $13.5M | ||
| Q1 25 | $3.9M | $20.2M | ||
| Q4 24 | $17.3M | $13.6M | ||
| Q3 24 | $12.4M | $11.7M | ||
| Q2 24 | $7.0M | $10.0M | ||
| Q1 24 | $0 | $13.5M |
毛利率AVOJBSS
| Q4 25 | 17.5% | 18.8% | ||
| Q3 25 | 12.6% | 18.1% | ||
| Q2 25 | 7.5% | 18.1% | ||
| Q1 25 | 9.4% | 21.4% | ||
| Q4 24 | 15.7% | 17.4% | ||
| Q3 24 | 11.4% | 16.9% | ||
| Q2 24 | 10.4% | 18.5% | ||
| Q1 24 | 11.1% | 18.1% |
营业利润率AVOJBSS
| Q4 25 | 8.8% | 8.3% | ||
| Q3 25 | 5.9% | 9.0% | ||
| Q2 25 | 1.8% | 7.5% | ||
| Q1 25 | 2.8% | 10.8% | ||
| Q4 24 | 8.1% | 6.4% | ||
| Q3 24 | 5.2% | 6.2% | ||
| Q2 24 | 4.1% | 5.4% | ||
| Q1 24 | 3.1% | 6.7% |
净利率AVOJBSS
| Q4 25 | 5.0% | 5.7% | ||
| Q3 25 | 4.1% | 6.3% | ||
| Q2 25 | 0.8% | 5.0% | ||
| Q1 25 | 1.2% | 7.7% | ||
| Q4 24 | 4.9% | 4.5% | ||
| Q3 24 | 3.8% | 4.2% | ||
| Q2 24 | 2.4% | 3.7% | ||
| Q1 24 | — | 5.0% |
每股收益（稀释后）AVOJBSS
| Q4 25 | $0.23 | $1.53 | ||
| Q3 25 | $0.21 | $1.59 | ||
| Q2 25 | $0.04 | $1.15 | ||
| Q1 25 | $0.05 | $1.72 | ||
| Q4 24 | $0.25 | $1.16 | ||
| Q3 24 | $0.17 | $1.00 | ||
| Q2 24 | $0.10 | $0.85 | ||
| Q1 24 | $0.00 | $1.15 |
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 | $64.8M | $2.4M |
| 总债务越低越好 | $95.8M | $28.8M |
| 股东权益账面价值 | $587.3M | $370.1M |
| 总资产 | $983.0M | $617.7M |
| 负债/权益比越低杠杆越低 | 0.16× | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资AVOJBSS
| Q4 25 | $64.8M | $2.4M | ||
| Q3 25 | $43.7M | $714.0K | ||
| Q2 25 | $36.7M | $585.0K | ||
| Q1 25 | $40.1M | $1.3M | ||
| Q4 24 | $58.0M | $336.0K | ||
| Q3 24 | $49.5M | $442.0K | ||
| Q2 24 | $46.2M | $484.0K | ||
| Q1 24 | $39.9M | $377.0K |
总债务AVOJBSS
| Q4 25 | $95.8M | $28.8M | ||
| Q3 25 | $131.5M | $29.8M | ||
| Q2 25 | $147.2M | $14.6M | ||
| Q1 25 | $117.9M | $5.8M | ||
| Q4 24 | $113.7M | $6.0M | ||
| Q3 24 | $134.4M | $6.2M | ||
| Q2 24 | $170.2M | $6.4M | ||
| Q1 24 | $156.1M | $6.6M |
股东权益AVOJBSS
| Q4 25 | $587.3M | $370.1M | ||
| Q3 25 | $568.7M | $362.8M | ||
| Q2 25 | $552.3M | $360.7M | ||
| Q1 25 | $550.8M | $346.6M | ||
| Q4 24 | $547.3M | $325.6M | ||
| Q3 24 | $527.3M | $310.8M | ||
| Q2 24 | $513.3M | $322.6M | ||
| Q1 24 | $505.1M | $321.8M |
总资产AVOJBSS
| Q4 25 | $983.0M | $617.7M | ||
| Q3 25 | $1.0B | $598.7M | ||
| Q2 25 | $1.0B | $597.6M | ||
| Q1 25 | $997.8M | $590.0M | ||
| Q4 24 | $971.5M | $545.3M | ||
| Q3 24 | $959.9M | $519.4M | ||
| Q2 24 | $966.9M | $515.6M | ||
| Q1 24 | $937.5M | $491.9M |
负债/权益比AVOJBSS
| Q4 25 | 0.16× | 0.08× | ||
| Q3 25 | 0.23× | 0.08× | ||
| Q2 25 | 0.27× | 0.04× | ||
| Q1 25 | 0.21× | 0.02× | ||
| Q4 24 | 0.21× | 0.02× | ||
| Q3 24 | 0.25× | 0.02× | ||
| Q2 24 | 0.33× | 0.02× | ||
| Q1 24 | 0.31× | 0.02× |
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 | $67.2M | $62.5M |
| 自由现金流经营现金流 - 资本支出 | $55.6M | $40.0M |
| 自由现金流率自由现金流/营收 | 17.4% | 12.7% |
| 资本支出强度资本支出/营收 | 3.6% | 7.1% |
| 现金转化率经营现金流/净利润 | 4.20× | 3.48× |
| 过去12个月自由现金流最近4个季度 | $37.2M | $32.8M |
8季度趋势，按日历期对齐
经营现金流AVOJBSS
| Q4 25 | $67.2M | $62.5M | ||
| Q3 25 | $34.4M | $32.1M | ||
| Q2 25 | $-11.8M | $36.5M | ||
| Q1 25 | $-1.2M | $-25.9M | ||
| Q4 24 | $38.0M | $11.0M | ||
| Q3 24 | $42.5M | $8.9M | ||
| Q2 24 | $3.4M | $35.2M | ||
| Q1 24 | $9.5M | $5.3M |
自由现金流AVOJBSS
| Q4 25 | $55.6M | $40.0M | ||
| Q3 25 | $22.6M | $7.3M | ||
| Q2 25 | $-25.0M | $23.0M | ||
| Q1 25 | $-16.0M | $-37.6M | ||
| Q4 24 | $31.1M | $-2.7M | ||
| Q3 24 | $34.9M | $-3.0M | ||
| Q2 24 | $-4.4M | $24.4M | ||
| Q1 24 | $-400.0K | $-1.3M |
自由现金流率AVOJBSS
| Q4 25 | 17.4% | 12.7% | ||
| Q3 25 | 6.3% | 2.4% | ||
| Q2 25 | -6.6% | 8.6% | ||
| Q1 25 | -4.8% | -14.4% | ||
| Q4 24 | 8.8% | -0.9% | ||
| Q3 24 | 10.8% | -1.1% | ||
| Q2 24 | -1.5% | 9.0% | ||
| Q1 24 | -0.2% | -0.5% |
资本支出强度AVOJBSS
| Q4 25 | 3.6% | 7.1% | ||
| Q3 25 | 3.3% | 8.3% | ||
| Q2 25 | 3.5% | 5.0% | ||
| Q1 25 | 4.4% | 4.5% | ||
| Q4 24 | 1.9% | 4.5% | ||
| Q3 24 | 2.3% | 4.3% | ||
| Q2 24 | 2.6% | 4.0% | ||
| Q1 24 | 3.8% | 2.4% |
现金转化率AVOJBSS
| Q4 25 | 4.20× | 3.48× | ||
| Q3 25 | 2.34× | 1.72× | ||
| Q2 25 | -3.81× | 2.70× | ||
| Q1 25 | -0.31× | -1.29× | ||
| Q4 24 | 2.20× | 0.81× | ||
| Q3 24 | 3.43× | 0.77× | ||
| Q2 24 | 0.49× | 3.52× | ||
| Q1 24 | — | 0.39× |
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
AVO
| Avocado | $256.9M | 81% |
| Blueberry | $36.5M | 11% |
| Mango | $18.7M | 6% |
| Other | $6.9M | 2% |
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
