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Bandwidth Inc.（BAND）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Bandwidth Inc.的1.6倍（$343.8M vs $208.8M），Bandwidth Inc.净利率更高（1.9% vs 0.3%，领先1.7%），Bandwidth Inc.同比增速更快（20.1% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-1.0M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs -2.2%）
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
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。
BAND vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.6倍
$208.8M
营收增速更快
BAND
高出25.3%
-5.2%
净利率更高
BAND
高出1.7%
0.3%
自由现金流更多
JJSF
多$18.0M
$-1.0M
两年增速更快
BAND
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $343.8M |
| 净利润 | $4.0M | $883.0K |
| 毛利率 | 37.3% | 27.9% |
| 营业利润率 | 60.5% | 0.2% |
| 净利率 | 1.9% | 0.3% |
| 营收同比 | 20.1% | -5.2% |
| 净利润同比 | 200.0% | -82.8% |
| 每股收益（稀释后） | $-0.08 | $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BANDJJSF
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $343.8M | ||
| Q3 25 | $191.9M | $410.2M | ||
| Q2 25 | $180.0M | $454.3M | ||
| Q1 25 | $174.2M | $356.1M | ||
| Q4 24 | $210.0M | $362.6M | ||
| Q3 24 | $193.9M | $426.8M | ||
| Q2 24 | $173.6M | $440.0M |
净利润BANDJJSF
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $883.0K | ||
| Q3 25 | $-1.2M | $11.4M | ||
| Q2 25 | $-4.9M | $44.2M | ||
| Q1 25 | $-3.7M | $4.8M | ||
| Q4 24 | — | $5.1M | ||
| Q3 24 | $413.0K | $29.6M | ||
| Q2 24 | $4.1M | $36.3M |
毛利率BANDJJSF
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 27.9% | ||
| Q3 25 | 38.5% | 31.7% | ||
| Q2 25 | 39.8% | 33.0% | ||
| Q1 25 | 41.0% | 26.9% | ||
| Q4 24 | 36.4% | 25.9% | ||
| Q3 24 | 37.7% | 31.8% | ||
| Q2 24 | 37.3% | 33.6% |
营业利润率BANDJJSF
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 0.2% | ||
| Q3 25 | -1.0% | 2.8% | ||
| Q2 25 | -2.1% | 13.3% | ||
| Q1 25 | -2.7% | 1.7% | ||
| Q4 24 | -1.3% | 1.7% | ||
| Q3 24 | -0.5% | 9.3% | ||
| Q2 24 | -3.5% | 11.4% |
净利率BANDJJSF
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | -0.6% | 2.8% | ||
| Q2 25 | -2.7% | 9.7% | ||
| Q1 25 | -2.1% | 1.4% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | 0.2% | 6.9% | ||
| Q2 24 | 2.3% | 8.3% |
每股收益（稀释后）BANDJJSF
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $0.05 | ||
| Q3 25 | $-0.04 | $0.59 | ||
| Q2 25 | $-0.16 | $2.26 | ||
| Q1 25 | $-0.13 | $0.25 | ||
| Q4 24 | $0.27 | $0.26 | ||
| Q3 24 | $0.01 | $1.52 | ||
| Q2 24 | $-0.17 | $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 | $47.3M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.7M | $912.9M |
| 总资产 | $984.2M | $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BANDJJSF
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $66.8M | ||
| Q3 25 | $80.4M | $105.9M | ||
| Q2 25 | $68.1M | $77.4M | ||
| Q1 25 | $41.7M | $48.5M | ||
| Q4 24 | $83.8M | $73.6M | ||
| Q3 24 | $79.9M | $73.4M | ||
| Q2 24 | $76.4M | $64.0M |
股东权益BANDJJSF
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $912.9M | ||
| Q3 25 | $392.7M | $966.7M | ||
| Q2 25 | $384.5M | $969.9M | ||
| Q1 25 | $345.4M | $935.0M | ||
| Q4 24 | $312.5M | $946.8M | ||
| Q3 24 | $336.6M | $957.0M | ||
| Q2 24 | $307.4M | $937.9M |
总资产BANDJJSF
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $964.4M | $1.4B | ||
| Q4 24 | $989.2M | $1.3B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $1.0B | $1.4B |
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 | $-1.0M | $17.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 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BANDJJSF
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $36.0M | ||
| Q3 25 | $22.2M | $66.4M | ||
| Q2 25 | $31.7M | $51.2M | ||
| Q1 25 | $-3.1M | $12.3M | ||
| Q4 24 | $36.5M | $35.2M | ||
| Q3 24 | $20.5M | $46.3M | ||
| Q2 24 | $24.4M | $65.0M |
自由现金流BANDJJSF
| Q1 26 | $-1.0M | — | ||
| 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 |
自由现金流率BANDJJSF
| Q1 26 | -0.5% | — | ||
| 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% |
资本支出强度BANDJJSF
| Q1 26 | — | — | ||
| 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% |
现金转化率BANDJJSF
| Q1 26 | — | — | ||
| Q4 25 | — | 40.73× | ||
| Q3 25 | — | 5.84× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 6.84× | ||
| Q3 24 | 49.55× | 1.56× | ||
| Q2 24 | 6.03× | 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
BAND
暂无分部数据
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% |
