vs
Axos Financial, Inc.（AX）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
Axos Financial, Inc.的季度营收约是J&J SNACK FOODS CORP的1.1倍（$392.2M vs $343.8M），Axos Financial, Inc.净利率更高（31.8% vs 0.3%，领先31.5%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs -2.2%）
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
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。
AX vs JJSF — 直观对比
营收规模更大
AX
是对方的1.1倍
$343.8M
净利率更高
AX
高出31.5%
0.3%
两年增速更快
AX
近两年复合增速
-2.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $343.8M |
| 净利润 | $124.7M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | — | 0.2% |
| 净利率 | 31.8% | 0.3% |
| 营收同比 | — | -5.2% |
| 净利润同比 | 18.5% | -82.8% |
| 每股收益（稀释后） | $2.15 | $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AXJJSF
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $343.8M | ||
| Q3 25 | $323.4M | $410.2M | ||
| Q2 25 | $321.4M | $454.3M | ||
| Q1 25 | $308.8M | $356.1M | ||
| Q4 24 | $307.9M | $362.6M | ||
| Q3 24 | $320.7M | $426.8M | ||
| Q2 24 | $290.9M | $440.0M |
净利润AXJJSF
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $883.0K | ||
| Q3 25 | $112.4M | $11.4M | ||
| Q2 25 | $110.7M | $44.2M | ||
| Q1 25 | $105.2M | $4.8M | ||
| Q4 24 | $104.7M | $5.1M | ||
| Q3 24 | $112.3M | $29.6M | ||
| Q2 24 | $104.9M | $36.3M |
毛利率AXJJSF
| Q1 26 | — | — | ||
| Q4 25 | — | 27.9% | ||
| Q3 25 | — | 31.7% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | 26.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | — | 31.8% | ||
| Q2 24 | — | 33.6% |
营业利润率AXJJSF
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 0.2% | ||
| Q3 25 | 46.3% | 2.8% | ||
| Q2 25 | 48.5% | 13.3% | ||
| Q1 25 | 47.9% | 1.7% | ||
| Q4 24 | 48.8% | 1.7% | ||
| Q3 24 | 49.6% | 9.3% | ||
| Q2 24 | 49.6% | 11.4% |
净利率AXJJSF
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 0.3% | ||
| Q3 25 | 34.7% | 2.8% | ||
| Q2 25 | 34.4% | 9.7% | ||
| Q1 25 | 34.1% | 1.4% | ||
| Q4 24 | 34.0% | 1.4% | ||
| Q3 24 | 35.0% | 6.9% | ||
| Q2 24 | 36.0% | 8.3% |
每股收益（稀释后）AXJJSF
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $0.05 | ||
| Q3 25 | $1.94 | $0.59 | ||
| Q2 25 | $1.89 | $2.26 | ||
| Q1 25 | $1.81 | $0.25 | ||
| Q4 24 | $1.80 | $0.26 | ||
| Q3 24 | $1.93 | $1.52 | ||
| Q2 24 | $1.75 | $1.87 |
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 | — | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $912.9M |
| 总资产 | $29.2B | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AXJJSF
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $66.8M | ||
| Q3 25 | $2.6B | $105.9M | ||
| Q2 25 | $1.9B | $77.4M | ||
| Q1 25 | $2.0B | $48.5M | ||
| Q4 24 | $2.4B | $73.6M | ||
| Q3 24 | $2.6B | $73.4M | ||
| Q2 24 | $2.0B | $64.0M |
总债务AXJJSF
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $312.7M | — | ||
| Q1 25 | $377.4M | — | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — |
股东权益AXJJSF
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $912.9M | ||
| Q3 25 | $2.8B | $966.7M | ||
| Q2 25 | $2.7B | $969.9M | ||
| Q1 25 | $2.6B | $935.0M | ||
| Q4 24 | $2.5B | $946.8M | ||
| Q3 24 | $2.4B | $957.0M | ||
| Q2 24 | $2.3B | $937.9M |
总资产AXJJSF
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $1.3B | ||
| Q3 25 | $27.4B | $1.4B | ||
| Q2 25 | $24.8B | $1.4B | ||
| Q1 25 | $24.0B | $1.4B | ||
| Q4 24 | $23.7B | $1.3B | ||
| Q3 24 | $23.6B | $1.4B | ||
| Q2 24 | $22.9B | $1.4B |
负债/权益比AXJJSF
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — |
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 | — | $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 | — | 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
经营现金流AXJJSF
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $36.0M | ||
| Q3 25 | $118.4M | $66.4M | ||
| Q2 25 | $490.3M | $51.2M | ||
| Q1 25 | $73.7M | $12.3M | ||
| Q4 24 | $162.5M | $35.2M | ||
| Q3 24 | $70.8M | $46.3M | ||
| Q2 24 | $305.5M | $65.0M |
自由现金流AXJJSF
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $17.0M | ||
| Q3 25 | $109.3M | $44.8M | ||
| Q2 25 | $436.1M | $28.5M | ||
| Q1 25 | $65.1M | $-7.2M | ||
| Q4 24 | $156.4M | $16.1M | ||
| Q3 24 | $53.0M | $29.1M | ||
| Q2 24 | $269.5M | $45.3M |
自由现金流率AXJJSF
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 4.9% | ||
| Q3 25 | 33.8% | 10.9% | ||
| Q2 25 | 135.7% | 6.3% | ||
| Q1 25 | 21.1% | -2.0% | ||
| Q4 24 | 50.8% | 4.4% | ||
| Q3 24 | 16.5% | 6.8% | ||
| Q2 24 | 92.6% | 10.3% |
资本支出强度AXJJSF
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 5.5% | ||
| Q3 25 | 2.8% | 5.3% | ||
| Q2 25 | 16.9% | 5.0% | ||
| Q1 25 | 2.8% | 5.5% | ||
| Q4 24 | 2.0% | 5.3% | ||
| Q3 24 | 5.5% | 4.0% | ||
| Q2 24 | 12.4% | 4.5% |
现金转化率AXJJSF
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 40.73× | ||
| Q3 25 | 1.05× | 5.84× | ||
| Q2 25 | 4.43× | 1.16× | ||
| Q1 25 | 0.70× | 2.55× | ||
| Q4 24 | 1.55× | 6.84× | ||
| Q3 24 | 0.63× | 1.56× | ||
| Q2 24 | 2.91× | 1.79× |
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
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
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% |
