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BOX INC（BOX）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BOX INC的1.1倍（$343.8M vs $301.1M），BOX INC净利率更高（4.0% vs 0.3%，领先3.8%），BOX INC同比增速更快（9.1% vs -5.2%），BOX INC自由现金流更多（$71.3M vs $17.0M），过去两年BOX INC的营收复合增速更高（7.0% vs -2.2%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
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。
BOX vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.1倍
$301.1M
营收增速更快
BOX
高出14.3%
-5.2%
净利率更高
BOX
高出3.8%
0.3%
自由现金流更多
BOX
多$54.4M
$17.0M
两年增速更快
BOX
近两年复合增速
-2.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $343.8M |
| 净利润 | $12.1M | $883.0K |
| 毛利率 | 79.6% | 27.9% |
| 营业利润率 | 8.3% | 0.2% |
| 净利率 | 4.0% | 0.3% |
| 营收同比 | 9.1% | -5.2% |
| 净利润同比 | -6.4% | -82.8% |
| 每股收益（稀释后） | $0.05 | $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BOXJJSF
| Q4 25 | $301.1M | $343.8M | ||
| Q3 25 | $294.0M | $410.2M | ||
| Q2 25 | $276.3M | $454.3M | ||
| Q1 25 | $279.5M | $356.1M | ||
| Q4 24 | $275.9M | $362.6M | ||
| Q3 24 | $270.0M | $426.8M | ||
| Q2 24 | $264.7M | $440.0M | ||
| Q1 24 | $262.9M | $359.7M |
净利润BOXJJSF
| Q4 25 | $12.1M | $883.0K | ||
| Q3 25 | $13.4M | $11.4M | ||
| Q2 25 | $8.2M | $44.2M | ||
| Q1 25 | $194.0M | $4.8M | ||
| Q4 24 | $12.9M | $5.1M | ||
| Q3 24 | $20.5M | $29.6M | ||
| Q2 24 | $17.2M | $36.3M | ||
| Q1 24 | $99.2M | $13.3M |
毛利率BOXJJSF
| Q4 25 | 79.6% | 27.9% | ||
| Q3 25 | 79.1% | 31.7% | ||
| Q2 25 | 78.0% | 33.0% | ||
| Q1 25 | 79.0% | 26.9% | ||
| Q4 24 | 79.9% | 25.9% | ||
| Q3 24 | 79.4% | 31.8% | ||
| Q2 24 | 78.0% | 33.6% | ||
| Q1 24 | 76.1% | 30.1% |
营业利润率BOXJJSF
| Q4 25 | 8.3% | 0.2% | ||
| Q3 25 | 7.0% | 2.8% | ||
| Q2 25 | 2.3% | 13.3% | ||
| Q1 25 | 6.4% | 1.7% | ||
| Q4 24 | 8.5% | 1.7% | ||
| Q3 24 | 7.5% | 9.3% | ||
| Q2 24 | 6.8% | 11.4% | ||
| Q1 24 | 8.1% | 5.0% |
净利率BOXJJSF
| Q4 25 | 4.0% | 0.3% | ||
| Q3 25 | 4.6% | 2.8% | ||
| Q2 25 | 3.0% | 9.7% | ||
| Q1 25 | 69.4% | 1.4% | ||
| Q4 24 | 4.7% | 1.4% | ||
| Q3 24 | 7.6% | 6.9% | ||
| Q2 24 | 6.5% | 8.3% | ||
| Q1 24 | 37.7% | 3.7% |
每股收益（稀释后）BOXJJSF
| Q4 25 | $0.05 | $0.05 | ||
| Q3 25 | $0.05 | $0.59 | ||
| Q2 25 | $0.02 | $2.26 | ||
| Q1 25 | $1.13 | $0.25 | ||
| Q4 24 | $0.05 | $0.26 | ||
| Q3 24 | $0.10 | $1.52 | ||
| Q2 24 | $0.08 | $1.87 | ||
| Q1 24 | $0.57 | $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 | $729.6M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-286.6M | $912.9M |
| 总资产 | $1.6B | $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BOXJJSF
| Q4 25 | $729.6M | $66.8M | ||
| Q3 25 | $757.9M | $105.9M | ||
| Q2 25 | $790.4M | $77.4M | ||
| Q1 25 | $722.8M | $48.5M | ||
| Q4 24 | $697.9M | $73.6M | ||
| Q3 24 | $482.2M | $73.4M | ||
| Q2 24 | $566.1M | $64.0M | ||
| Q1 24 | $480.7M | $43.6M |
股东权益BOXJJSF
| Q4 25 | $-286.6M | $912.9M | ||
| Q3 25 | $-269.4M | $966.7M | ||
| Q2 25 | $-280.1M | $969.9M | ||
| Q1 25 | $-297.0M | $935.0M | ||
| Q4 24 | $-479.9M | $946.8M | ||
| Q3 24 | $-439.4M | $957.0M | ||
| Q2 24 | $-397.9M | $937.9M | ||
| Q1 24 | $-431.1M | $915.7M |
总资产BOXJJSF
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.2B | $1.3B |
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 | $73.0M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $17.0M |
| 自由现金流率自由现金流/营收 | 23.7% | 4.9% |
| 资本支出强度资本支出/营收 | 0.6% | 5.5% |
| 现金转化率经营现金流/净利润 | 6.05× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $343.5M | $83.1M |
8季度趋势，按日历期对齐
经营现金流BOXJJSF
| Q4 25 | $73.0M | $36.0M | ||
| Q3 25 | $46.0M | $66.4M | ||
| Q2 25 | $127.1M | $51.2M | ||
| Q1 25 | $102.2M | $12.3M | ||
| Q4 24 | $62.6M | $35.2M | ||
| Q3 24 | $36.3M | $46.3M | ||
| Q2 24 | $131.2M | $65.0M | ||
| Q1 24 | $89.3M | $12.7M |
自由现金流BOXJJSF
| Q4 25 | $71.3M | $17.0M | ||
| Q3 25 | $43.9M | $44.8M | ||
| Q2 25 | $126.7M | $28.5M | ||
| Q1 25 | $101.5M | $-7.2M | ||
| Q4 24 | $62.3M | $16.1M | ||
| Q3 24 | $35.9M | $29.1M | ||
| Q2 24 | $129.9M | $45.3M | ||
| Q1 24 | $89.1M | $-4.0M |
自由现金流率BOXJJSF
| Q4 25 | 23.7% | 4.9% | ||
| Q3 25 | 14.9% | 10.9% | ||
| Q2 25 | 45.9% | 6.3% | ||
| Q1 25 | 36.3% | -2.0% | ||
| Q4 24 | 22.6% | 4.4% | ||
| Q3 24 | 13.3% | 6.8% | ||
| Q2 24 | 49.1% | 10.3% | ||
| Q1 24 | 33.9% | -1.1% |
资本支出强度BOXJJSF
| Q4 25 | 0.6% | 5.5% | ||
| Q3 25 | 0.7% | 5.3% | ||
| Q2 25 | 0.1% | 5.0% | ||
| Q1 25 | 0.2% | 5.5% | ||
| Q4 24 | 0.1% | 5.3% | ||
| Q3 24 | 0.1% | 4.0% | ||
| Q2 24 | 0.5% | 4.5% | ||
| Q1 24 | 0.1% | 4.6% |
现金转化率BOXJJSF
| Q4 25 | 6.05× | 40.73× | ||
| Q3 25 | 3.42× | 5.84× | ||
| Q2 25 | 15.51× | 1.16× | ||
| Q1 25 | 0.53× | 2.55× | ||
| Q4 24 | 4.85× | 6.84× | ||
| Q3 24 | 1.77× | 1.56× | ||
| Q2 24 | 7.62× | 1.79× | ||
| Q1 24 | 0.90× | 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
BOX
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% |
