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Mission Produce, Inc.（AVO）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
J&J SNACK FOODS CORP的季度营收约是Mission Produce, Inc.的1.1倍（$343.8M vs $319.0M），Mission Produce, Inc.净利率更高（5.0% vs 0.3%，领先4.8%），J&J SNACK FOODS CORP同比增速更快（-5.2% vs -10.0%），Mission Produce, Inc.自由现金流更多（$55.6M vs $17.0M），过去两年Mission Produce, Inc.的营收复合增速更高（11.0% vs -2.2%）
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。
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。
AVO vs JJSF — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $319.0M | $343.8M |
| 净利润 | $16.0M | $883.0K |
| 毛利率 | 17.5% | 27.9% |
| 营业利润率 | 8.8% | 0.2% |
| 净利率 | 5.0% | 0.3% |
| 营收同比 | -10.0% | -5.2% |
| 净利润同比 | -7.5% | -82.8% |
| 每股收益（稀释后） | $0.23 | $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 | $319.0M | $343.8M | ||
| Q3 25 | $357.7M | $410.2M | ||
| Q2 25 | $380.3M | $454.3M | ||
| Q1 25 | $334.2M | $356.1M | ||
| Q4 24 | $354.4M | $362.6M | ||
| Q3 24 | $324.0M | $426.8M | ||
| Q2 24 | $297.6M | $440.0M | ||
| Q1 24 | $258.7M | $359.7M |
| Q4 25 | $16.0M | $883.0K | ||
| Q3 25 | $14.7M | $11.4M | ||
| Q2 25 | $3.1M | $44.2M | ||
| Q1 25 | $3.9M | $4.8M | ||
| Q4 24 | $17.3M | $5.1M | ||
| Q3 24 | $12.4M | $29.6M | ||
| Q2 24 | $7.0M | $36.3M | ||
| Q1 24 | $0 | $13.3M |
| Q4 25 | 17.5% | 27.9% | ||
| Q3 25 | 12.6% | 31.7% | ||
| Q2 25 | 7.5% | 33.0% | ||
| Q1 25 | 9.4% | 26.9% | ||
| Q4 24 | 15.7% | 25.9% | ||
| Q3 24 | 11.4% | 31.8% | ||
| Q2 24 | 10.4% | 33.6% | ||
| Q1 24 | 11.1% | 30.1% |
| Q4 25 | 8.8% | 0.2% | ||
| Q3 25 | 5.9% | 2.8% | ||
| Q2 25 | 1.8% | 13.3% | ||
| Q1 25 | 2.8% | 1.7% | ||
| Q4 24 | 8.1% | 1.7% | ||
| Q3 24 | 5.2% | 9.3% | ||
| Q2 24 | 4.1% | 11.4% | ||
| Q1 24 | 3.1% | 5.0% |
| Q4 25 | 5.0% | 0.3% | ||
| Q3 25 | 4.1% | 2.8% | ||
| Q2 25 | 0.8% | 9.7% | ||
| Q1 25 | 1.2% | 1.4% | ||
| Q4 24 | 4.9% | 1.4% | ||
| Q3 24 | 3.8% | 6.9% | ||
| Q2 24 | 2.4% | 8.3% | ||
| Q1 24 | — | 3.7% |
| Q4 25 | $0.23 | $0.05 | ||
| Q3 25 | $0.21 | $0.59 | ||
| Q2 25 | $0.04 | $2.26 | ||
| Q1 25 | $0.05 | $0.25 | ||
| Q4 24 | $0.25 | $0.26 | ||
| Q3 24 | $0.17 | $1.52 | ||
| Q2 24 | $0.10 | $1.87 | ||
| Q1 24 | $0.00 | $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 | $64.8M | $66.8M |
| 总债务越低越好 | $95.8M | — |
| 股东权益账面价值 | $587.3M | $912.9M |
| 总资产 | $983.0M | $1.3B |
| 负债/权益比越低杠杆越低 | 0.16× | — |
8季度趋势，按日历期对齐
| Q4 25 | $64.8M | $66.8M | ||
| Q3 25 | $43.7M | $105.9M | ||
| Q2 25 | $36.7M | $77.4M | ||
| Q1 25 | $40.1M | $48.5M | ||
| Q4 24 | $58.0M | $73.6M | ||
| Q3 24 | $49.5M | $73.4M | ||
| Q2 24 | $46.2M | $64.0M | ||
| Q1 24 | $39.9M | $43.6M |
| Q4 25 | $95.8M | — | ||
| Q3 25 | $131.5M | — | ||
| Q2 25 | $147.2M | — | ||
| Q1 25 | $117.9M | — | ||
| Q4 24 | $113.7M | — | ||
| Q3 24 | $134.4M | — | ||
| Q2 24 | $170.2M | — | ||
| Q1 24 | $156.1M | — |
| Q4 25 | $587.3M | $912.9M | ||
| Q3 25 | $568.7M | $966.7M | ||
| Q2 25 | $552.3M | $969.9M | ||
| Q1 25 | $550.8M | $935.0M | ||
| Q4 24 | $547.3M | $946.8M | ||
| Q3 24 | $527.3M | $957.0M | ||
| Q2 24 | $513.3M | $937.9M | ||
| Q1 24 | $505.1M | $915.7M |
| Q4 25 | $983.0M | $1.3B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $997.8M | $1.4B | ||
| Q4 24 | $971.5M | $1.3B | ||
| Q3 24 | $959.9M | $1.4B | ||
| Q2 24 | $966.9M | $1.4B | ||
| Q1 24 | $937.5M | $1.3B |
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.23× | — | ||
| Q2 25 | 0.27× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.33× | — | ||
| Q1 24 | 0.31× | — |
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 | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $55.6M | $17.0M |
| 自由现金流率自由现金流/营收 | 17.4% | 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 | 4.20× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $37.2M | $83.1M |
8季度趋势，按日历期对齐
| Q4 25 | $67.2M | $36.0M | ||
| Q3 25 | $34.4M | $66.4M | ||
| Q2 25 | $-11.8M | $51.2M | ||
| Q1 25 | $-1.2M | $12.3M | ||
| Q4 24 | $38.0M | $35.2M | ||
| Q3 24 | $42.5M | $46.3M | ||
| Q2 24 | $3.4M | $65.0M | ||
| Q1 24 | $9.5M | $12.7M |
| Q4 25 | $55.6M | $17.0M | ||
| Q3 25 | $22.6M | $44.8M | ||
| Q2 25 | $-25.0M | $28.5M | ||
| Q1 25 | $-16.0M | $-7.2M | ||
| Q4 24 | $31.1M | $16.1M | ||
| Q3 24 | $34.9M | $29.1M | ||
| Q2 24 | $-4.4M | $45.3M | ||
| Q1 24 | $-400.0K | $-4.0M |
| Q4 25 | 17.4% | 4.9% | ||
| Q3 25 | 6.3% | 10.9% | ||
| Q2 25 | -6.6% | 6.3% | ||
| Q1 25 | -4.8% | -2.0% | ||
| Q4 24 | 8.8% | 4.4% | ||
| Q3 24 | 10.8% | 6.8% | ||
| Q2 24 | -1.5% | 10.3% | ||
| Q1 24 | -0.2% | -1.1% |
| Q4 25 | 3.6% | 5.5% | ||
| Q3 25 | 3.3% | 5.3% | ||
| Q2 25 | 3.5% | 5.0% | ||
| Q1 25 | 4.4% | 5.5% | ||
| Q4 24 | 1.9% | 5.3% | ||
| Q3 24 | 2.3% | 4.0% | ||
| Q2 24 | 2.6% | 4.5% | ||
| Q1 24 | 3.8% | 4.6% |
| Q4 25 | 4.20× | 40.73× | ||
| Q3 25 | 2.34× | 5.84× | ||
| Q2 25 | -3.81× | 1.16× | ||
| Q1 25 | -0.31× | 2.55× | ||
| Q4 24 | 2.20× | 6.84× | ||
| Q3 24 | 3.43× | 1.56× | ||
| Q2 24 | 0.49× | 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
AVO
| Avocado | $256.9M | 81% |
| Blueberry | $36.5M | 11% |
| Mango | $18.7M | 6% |
| Other | $6.9M | 2% |
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% |
