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COMMERCE BANCSHARES INC（CBSH）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
COMMERCE BANCSHARES INC的季度营收约是J&J SNACK FOODS CORP的1.4倍（$475.7M vs $343.8M），COMMERCE BANCSHARES INC净利率更高（29.8% vs 0.3%，领先29.5%），COMMERCE BANCSHARES INC同比增速更快（11.1% vs -5.2%），过去两年COMMERCE BANCSHARES INC的营收复合增速更高（7.1% vs -2.2%）
Commerce Bancshares, Inc.是总部位于美国密苏里州的区域性银行控股公司，在堪萨斯城和圣路易斯设有核心办公点，旗下Commerce Bank提供多元化金融服务，覆盖企业及个人银行、财富管理、关联公司投资等业务。
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。
CBSH vs JJSF — 直观对比
营收规模更大
CBSH
是对方的1.4倍
$343.8M
营收增速更快
CBSH
高出16.3%
-5.2%
净利率更高
CBSH
高出29.5%
0.3%
两年增速更快
CBSH
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $475.7M | $343.8M |
| 净利润 | $141.6M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | — | 0.2% |
| 净利率 | 29.8% | 0.3% |
| 营收同比 | 11.1% | -5.2% |
| 净利润同比 | 10.5% | -82.8% |
| 每股收益（稀释后） | $0.96 | $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CBSHJJSF
| Q1 26 | $475.7M | — | ||
| Q4 25 | $449.4M | $343.8M | ||
| Q3 25 | $441.0M | $410.2M | ||
| Q2 25 | $445.8M | $454.3M | ||
| Q1 25 | $428.1M | $356.1M | ||
| Q4 24 | $422.1M | $362.6M | ||
| Q3 24 | $421.4M | $426.8M | ||
| Q2 24 | $414.5M | $440.0M |
净利润CBSHJJSF
| Q1 26 | $141.6M | — | ||
| Q4 25 | $140.7M | $883.0K | ||
| Q3 25 | $141.5M | $11.4M | ||
| Q2 25 | $152.5M | $44.2M | ||
| Q1 25 | $131.6M | $4.8M | ||
| Q4 24 | $136.1M | $5.1M | ||
| Q3 24 | $138.0M | $29.6M | ||
| Q2 24 | $139.6M | $36.3M |
毛利率CBSHJJSF
| 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CBSHJJSF
| Q1 26 | — | — | ||
| Q4 25 | 40.8% | 0.2% | ||
| Q3 25 | 41.9% | 2.8% | ||
| Q2 25 | 44.0% | 13.3% | ||
| Q1 25 | 39.2% | 1.7% | ||
| Q4 24 | 41.2% | 1.7% | ||
| Q3 24 | 42.4% | 9.3% | ||
| Q2 24 | 43.4% | 11.4% |
净利率CBSHJJSF
| Q1 26 | 29.8% | — | ||
| Q4 25 | 31.3% | 0.3% | ||
| Q3 25 | 32.1% | 2.8% | ||
| Q2 25 | 34.2% | 9.7% | ||
| Q1 25 | 30.7% | 1.4% | ||
| Q4 24 | 32.2% | 1.4% | ||
| Q3 24 | 32.8% | 6.9% | ||
| Q2 24 | 33.7% | 8.3% |
每股收益（稀释后）CBSHJJSF
| Q1 26 | $0.96 | — | ||
| Q4 25 | $0.86 | $0.05 | ||
| Q3 25 | $1.06 | $0.59 | ||
| Q2 25 | $1.14 | $2.26 | ||
| Q1 25 | $0.98 | $0.25 | ||
| Q4 24 | $0.83 | $0.26 | ||
| Q3 24 | $1.01 | $1.52 | ||
| Q2 24 | $1.03 | $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 | $4.3B | $912.9M |
| 总资产 | $35.7B | $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CBSHJJSF
| Q1 26 | — | — | ||
| Q4 25 | — | $66.8M | ||
| Q3 25 | — | $105.9M | ||
| Q2 25 | — | $77.4M | ||
| Q1 25 | — | $48.5M | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | $73.4M | ||
| Q2 24 | — | $64.0M |
股东权益CBSHJJSF
| Q1 26 | $4.3B | — | ||
| Q4 25 | $3.8B | $912.9M | ||
| Q3 25 | $3.8B | $966.7M | ||
| Q2 25 | $3.6B | $969.9M | ||
| Q1 25 | $3.5B | $935.0M | ||
| Q4 24 | $3.3B | $946.8M | ||
| Q3 24 | $3.4B | $957.0M | ||
| Q2 24 | $3.1B | $937.9M |
总资产CBSHJJSF
| Q1 26 | $35.7B | — | ||
| Q4 25 | $32.9B | $1.3B | ||
| Q3 25 | $32.3B | $1.4B | ||
| Q2 25 | $32.3B | $1.4B | ||
| Q1 25 | $32.4B | $1.4B | ||
| Q4 24 | $32.0B | $1.3B | ||
| Q3 24 | $31.5B | $1.4B | ||
| Q2 24 | $30.6B | $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 | — | $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CBSHJJSF
| Q1 26 | — | — | ||
| Q4 25 | $645.1M | $36.0M | ||
| Q3 25 | $129.0M | $66.4M | ||
| Q2 25 | $111.2M | $51.2M | ||
| Q1 25 | $138.6M | $12.3M | ||
| Q4 24 | $577.9M | $35.2M | ||
| Q3 24 | $431.7M | $46.3M | ||
| Q2 24 | $147.4M | $65.0M |
自由现金流CBSHJJSF
| Q1 26 | — | — | ||
| Q4 25 | $592.4M | $17.0M | ||
| Q3 25 | $113.3M | $44.8M | ||
| Q2 25 | $100.5M | $28.5M | ||
| Q1 25 | $126.0M | $-7.2M | ||
| Q4 24 | $531.7M | $16.1M | ||
| Q3 24 | $419.1M | $29.1M | ||
| Q2 24 | $138.9M | $45.3M |
自由现金流率CBSHJJSF
| Q1 26 | — | — | ||
| Q4 25 | 131.8% | 4.9% | ||
| Q3 25 | 25.7% | 10.9% | ||
| Q2 25 | 22.5% | 6.3% | ||
| Q1 25 | 29.4% | -2.0% | ||
| Q4 24 | 126.0% | 4.4% | ||
| Q3 24 | 99.5% | 6.8% | ||
| Q2 24 | 33.5% | 10.3% |
资本支出强度CBSHJJSF
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 5.5% | ||
| Q3 25 | 3.6% | 5.3% | ||
| Q2 25 | 2.4% | 5.0% | ||
| Q1 25 | 2.9% | 5.5% | ||
| Q4 24 | 10.9% | 5.3% | ||
| Q3 24 | 3.0% | 4.0% | ||
| Q2 24 | 2.1% | 4.5% |
现金转化率CBSHJJSF
| Q1 26 | — | — | ||
| Q4 25 | 4.59× | 40.73× | ||
| Q3 25 | 0.91× | 5.84× | ||
| Q2 25 | 0.73× | 1.16× | ||
| Q1 25 | 1.05× | 2.55× | ||
| Q4 24 | 4.25× | 6.84× | ||
| Q3 24 | 3.13× | 1.56× | ||
| Q2 24 | 1.06× | 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
CBSH
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% |
