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BRADY CORP（BRC）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
BRADY CORP的季度营收约是J&J SNACK FOODS CORP的1.2倍（$405.3M vs $343.8M），BRADY CORP净利率更高（13.3% vs 0.3%，领先13.1%），BRADY CORP同比增速更快（7.5% vs -5.2%），BRADY CORP自由现金流更多（$22.4M vs $17.0M），过去两年BRADY CORP的营收复合增速更高（12.1% vs -2.2%）
布雷迪公司是美国特种产品、技术设备及标识解决方案供应商，1914年创立，总部位于威斯康星州密尔沃基，在美洲、欧洲、亚洲、澳洲拥有6600名员工，业务覆盖全球，为各行业客户提供工作场景所需的零部件标识相关产品与服务。
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。
BRC vs JJSF — 直观对比
营收规模更大
BRC
是对方的1.2倍
$343.8M
营收增速更快
BRC
高出12.7%
-5.2%
净利率更高
BRC
高出13.1%
0.3%
自由现金流更多
BRC
多$5.4M
$17.0M
两年增速更快
BRC
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $405.3M | $343.8M |
| 净利润 | $53.9M | $883.0K |
| 毛利率 | 51.5% | 27.9% |
| 营业利润率 | 16.8% | 0.2% |
| 净利率 | 13.3% | 0.3% |
| 营收同比 | 7.5% | -5.2% |
| 净利润同比 | 15.3% | -82.8% |
| 每股收益（稀释后） | — | $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BRCJJSF
| Q4 25 | $405.3M | $343.8M | ||
| Q3 25 | $397.3M | $410.2M | ||
| Q2 25 | $382.6M | $454.3M | ||
| Q1 25 | $356.7M | $356.1M | ||
| Q4 24 | $377.1M | $362.6M | ||
| Q3 24 | $343.4M | $426.8M | ||
| Q2 24 | $343.4M | $440.0M | ||
| Q1 24 | $322.6M | $359.7M |
净利润BRCJJSF
| Q4 25 | $53.9M | $883.0K | ||
| Q3 25 | $49.9M | $11.4M | ||
| Q2 25 | $52.3M | $44.2M | ||
| Q1 25 | $40.3M | $4.8M | ||
| Q4 24 | $46.8M | $5.1M | ||
| Q3 24 | $55.5M | $29.6M | ||
| Q2 24 | $50.9M | $36.3M | ||
| Q1 24 | $43.6M | $13.3M |
毛利率BRCJJSF
| Q4 25 | 51.5% | 27.9% | ||
| Q3 25 | 50.4% | 31.7% | ||
| Q2 25 | 51.0% | 33.0% | ||
| Q1 25 | 49.3% | 26.9% | ||
| Q4 24 | 50.3% | 25.9% | ||
| Q3 24 | 51.6% | 31.8% | ||
| Q2 24 | 51.6% | 33.6% | ||
| Q1 24 | 50.2% | 30.1% |
营业利润率BRCJJSF
| Q4 25 | 16.8% | 0.2% | ||
| Q3 25 | 14.9% | 2.8% | ||
| Q2 25 | 17.6% | 13.3% | ||
| Q1 25 | 14.4% | 1.7% | ||
| Q4 24 | 15.6% | 1.7% | ||
| Q3 24 | 19.3% | 9.3% | ||
| Q2 24 | 18.5% | 11.4% | ||
| Q1 24 | 16.7% | 5.0% |
净利率BRCJJSF
| Q4 25 | 13.3% | 0.3% | ||
| Q3 25 | 12.6% | 2.8% | ||
| Q2 25 | 13.7% | 9.7% | ||
| Q1 25 | 11.3% | 1.4% | ||
| Q4 24 | 12.4% | 1.4% | ||
| Q3 24 | 16.1% | 6.9% | ||
| Q2 24 | 14.8% | 8.3% | ||
| Q1 24 | 13.5% | 3.7% |
每股收益（稀释后）BRCJJSF
| Q4 25 | — | $0.05 | ||
| Q3 25 | — | $0.59 | ||
| Q2 25 | — | $2.26 | ||
| Q1 25 | — | $0.25 | ||
| Q4 24 | — | $0.26 | ||
| Q3 24 | — | $1.52 | ||
| Q2 24 | — | $1.87 | ||
| Q1 24 | — | $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 | $182.7M | $66.8M |
| 总债务越低越好 | $115.9M | — |
| 股东权益账面价值 | $1.2B | $912.9M |
| 总资产 | $1.8B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.09× | — |
8季度趋势，按日历期对齐
现金及短期投资BRCJJSF
| Q4 25 | $182.7M | $66.8M | ||
| Q3 25 | $174.3M | $105.9M | ||
| Q2 25 | $152.2M | $77.4M | ||
| Q1 25 | $138.5M | $48.5M | ||
| Q4 24 | $145.7M | $73.6M | ||
| Q3 24 | $250.1M | $73.4M | ||
| Q2 24 | $160.5M | $64.0M | ||
| Q1 24 | $143.9M | $43.6M |
总债务BRCJJSF
| Q4 25 | $115.9M | — | ||
| Q3 25 | $99.8M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $90.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BRCJJSF
| Q4 25 | $1.2B | $912.9M | ||
| Q3 25 | $1.2B | $966.7M | ||
| Q2 25 | $1.2B | $969.9M | ||
| Q1 25 | $1.1B | $935.0M | ||
| Q4 24 | $1.1B | $946.8M | ||
| Q3 24 | $1.1B | $957.0M | ||
| Q2 24 | $1.0B | $937.9M | ||
| Q1 24 | $1.0B | $915.7M |
总资产BRCJJSF
| Q4 25 | $1.8B | $1.3B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.4B | $1.4B | ||
| Q1 24 | $1.4B | $1.3B |
负债/权益比BRCJJSF
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.09× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $33.4M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $22.4M | $17.0M |
| 自由现金流率自由现金流/营收 | 5.5% | 4.9% |
| 资本支出强度资本支出/营收 | 2.7% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.62× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $159.9M | $83.1M |
8季度趋势，按日历期对齐
经营现金流BRCJJSF
| Q4 25 | $33.4M | $36.0M | ||
| Q3 25 | $58.3M | $66.4M | ||
| Q2 25 | $59.9M | $51.2M | ||
| Q1 25 | $39.6M | $12.3M | ||
| Q4 24 | $23.4M | $35.2M | ||
| Q3 24 | $84.0M | $46.3M | ||
| Q2 24 | $72.7M | $65.0M | ||
| Q1 24 | $36.1M | $12.7M |
自由现金流BRCJJSF
| Q4 25 | $22.4M | $17.0M | ||
| Q3 25 | $49.4M | $44.8M | ||
| Q2 25 | $55.6M | $28.5M | ||
| Q1 25 | $32.5M | $-7.2M | ||
| Q4 24 | $16.1M | $16.1M | ||
| Q3 24 | $73.2M | $29.1M | ||
| Q2 24 | $64.4M | $45.3M | ||
| Q1 24 | $-13.5M | $-4.0M |
自由现金流率BRCJJSF
| Q4 25 | 5.5% | 4.9% | ||
| Q3 25 | 12.4% | 10.9% | ||
| Q2 25 | 14.5% | 6.3% | ||
| Q1 25 | 9.1% | -2.0% | ||
| Q4 24 | 4.3% | 4.4% | ||
| Q3 24 | 21.3% | 6.8% | ||
| Q2 24 | 18.8% | 10.3% | ||
| Q1 24 | -4.2% | -1.1% |
资本支出强度BRCJJSF
| Q4 25 | 2.7% | 5.5% | ||
| Q3 25 | 2.2% | 5.3% | ||
| Q2 25 | 1.1% | 5.0% | ||
| Q1 25 | 2.0% | 5.5% | ||
| Q4 24 | 1.9% | 5.3% | ||
| Q3 24 | 3.1% | 4.0% | ||
| Q2 24 | 2.4% | 4.5% | ||
| Q1 24 | 15.4% | 4.6% |
现金转化率BRCJJSF
| Q4 25 | 0.62× | 40.73× | ||
| Q3 25 | 1.17× | 5.84× | ||
| Q2 25 | 1.15× | 1.16× | ||
| Q1 25 | 0.98× | 2.55× | ||
| Q4 24 | 0.50× | 6.84× | ||
| Q3 24 | 1.51× | 1.56× | ||
| Q2 24 | 1.43× | 1.79× | ||
| Q1 24 | 0.83× | 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
BRC
| Americas Asia | $215.1M | 53% |
| Europe Australia | $119.9M | 30% |
| Other | $70.2M | 17% |
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% |
