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COPT DEFENSE PROPERTIES（CDP）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COPT DEFENSE PROPERTIES的1.7倍（$343.8M vs $197.4M），COPT DEFENSE PROPERTIES净利率更高（20.0% vs 0.3%，领先19.7%），COPT DEFENSE PROPERTIES同比增速更快（7.6% vs -5.2%），COPT DEFENSE PROPERTIES自由现金流更多（$288.9M vs $17.0M），过去两年COPT DEFENSE PROPERTIES的营收复合增速更高（1.1% vs -2.2%）
COPT Defense Properties是一家专业房地产投资信托基金，重点投资写字楼物业，资产主要布局于华盛顿大都会区的近郊区域，核心租户为美国政府及国防军工行业企业。截至2024年12月31日，公司旗下共持有164栋写字楼，总面积达1650万平方英尺，同时运营31个单租户数据中心，总面积590万平方英尺。
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。
CDP vs JJSF — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $197.4M | $343.8M |
| 净利润 | $39.4M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | 19.9% | 0.2% |
| 净利率 | 20.0% | 0.3% |
| 营收同比 | 7.6% | -5.2% |
| 净利润同比 | 8.0% | -82.8% |
| 每股收益（稀释后） | $0.32 | $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
| Q4 25 | $197.4M | $343.8M | ||
| Q3 25 | $188.8M | $410.2M | ||
| Q2 25 | $189.9M | $454.3M | ||
| Q1 25 | $187.9M | $356.1M | ||
| Q4 24 | $183.4M | $362.6M | ||
| Q3 24 | $189.2M | $426.8M | ||
| Q2 24 | $187.3M | $440.0M | ||
| Q1 24 | $193.3M | $359.7M |
| Q4 25 | $39.4M | $883.0K | ||
| Q3 25 | $43.7M | $11.4M | ||
| Q2 25 | $40.2M | $44.2M | ||
| Q1 25 | $36.2M | $4.8M | ||
| Q4 24 | $36.5M | $5.1M | ||
| Q3 24 | $37.4M | $29.6M | ||
| Q2 24 | $36.4M | $36.3M | ||
| Q1 24 | $33.7M | $13.3M |
| 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% | ||
| Q1 24 | — | 30.1% |
| Q4 25 | 19.9% | 0.2% | ||
| Q3 25 | 22.5% | 2.8% | ||
| Q2 25 | 21.0% | 13.3% | ||
| Q1 25 | 19.1% | 1.7% | ||
| Q4 24 | 19.7% | 1.7% | ||
| Q3 24 | 19.8% | 9.3% | ||
| Q2 24 | 19.4% | 11.4% | ||
| Q1 24 | 17.5% | 5.0% |
| Q4 25 | 20.0% | 0.3% | ||
| Q3 25 | 23.2% | 2.8% | ||
| Q2 25 | 21.1% | 9.7% | ||
| Q1 25 | 19.3% | 1.4% | ||
| Q4 24 | 19.9% | 1.4% | ||
| Q3 24 | 19.8% | 6.9% | ||
| Q2 24 | 19.4% | 8.3% | ||
| Q1 24 | 17.4% | 3.7% |
| Q4 25 | $0.32 | $0.05 | ||
| Q3 25 | $0.37 | $0.59 | ||
| Q2 25 | $0.34 | $2.26 | ||
| Q1 25 | $0.31 | $0.25 | ||
| Q4 24 | $0.31 | $0.26 | ||
| Q3 24 | $0.32 | $1.52 | ||
| Q2 24 | $0.31 | $1.87 | ||
| Q1 24 | $0.29 | $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 | $275.0M | $66.8M |
| 总债务越低越好 | $2.8B | — |
| 股东权益账面价值 | $1.5B | $912.9M |
| 总资产 | $4.7B | $1.3B |
| 负债/权益比越低杠杆越低 | 1.83× | — |
8季度趋势，按日历期对齐
| Q4 25 | $275.0M | $66.8M | ||
| Q3 25 | $23.7M | $105.9M | ||
| Q2 25 | $21.3M | $77.4M | ||
| Q1 25 | $24.3M | $48.5M | ||
| Q4 24 | $38.3M | $73.6M | ||
| Q3 24 | $34.5M | $73.4M | ||
| Q2 24 | $100.4M | $64.0M | ||
| Q1 24 | $123.1M | $43.6M |
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.4B | — |
| Q4 25 | $1.5B | $912.9M | ||
| Q3 25 | $1.5B | $966.7M | ||
| Q2 25 | $1.5B | $969.9M | ||
| Q1 25 | $1.5B | $935.0M | ||
| Q4 24 | $1.5B | $946.8M | ||
| Q3 24 | $1.5B | $957.0M | ||
| Q2 24 | $1.5B | $937.9M | ||
| Q1 24 | $1.5B | $915.7M |
| Q4 25 | $4.7B | $1.3B | ||
| Q3 25 | $4.4B | $1.4B | ||
| Q2 25 | $4.3B | $1.4B | ||
| Q1 25 | $4.3B | $1.4B | ||
| Q4 24 | $4.3B | $1.3B | ||
| Q3 24 | $4.2B | $1.4B | ||
| Q2 24 | $4.2B | $1.4B | ||
| Q1 24 | $4.2B | $1.3B |
| Q4 25 | 1.83× | — | ||
| Q3 25 | 1.62× | — | ||
| Q2 25 | 1.63× | — | ||
| Q1 25 | 1.62× | — | ||
| Q4 24 | 1.60× | — | ||
| Q3 24 | 1.61× | — | ||
| Q2 24 | 1.61× | — | ||
| Q1 24 | 1.63× | — |
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 | $309.9M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $288.9M | $17.0M |
| 自由现金流率自由现金流/营收 | 146.4% | 4.9% |
| 资本支出强度资本支出/营收 | 10.7% | 5.5% |
| 现金转化率经营现金流/净利润 | 7.87× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $501.5M | $83.1M |
8季度趋势，按日历期对齐
| Q4 25 | $309.9M | $36.0M | ||
| Q3 25 | $68.6M | $66.4M | ||
| Q2 25 | $87.9M | $51.2M | ||
| Q1 25 | $72.1M | $12.3M | ||
| Q4 24 | $331.0M | $35.2M | ||
| Q3 24 | $65.1M | $46.3M | ||
| Q2 24 | $93.8M | $65.0M | ||
| Q1 24 | $71.0M | $12.7M |
| Q4 25 | $288.9M | $17.0M | ||
| Q3 25 | $62.9M | $44.8M | ||
| Q2 25 | $84.5M | $28.5M | ||
| Q1 25 | $65.1M | $-7.2M | ||
| Q4 24 | $299.6M | $16.1M | ||
| Q3 24 | $61.0M | $29.1M | ||
| Q2 24 | $88.4M | $45.3M | ||
| Q1 24 | $57.9M | $-4.0M |
| Q4 25 | 146.4% | 4.9% | ||
| Q3 25 | 33.3% | 10.9% | ||
| Q2 25 | 44.5% | 6.3% | ||
| Q1 25 | 34.7% | -2.0% | ||
| Q4 24 | 163.3% | 4.4% | ||
| Q3 24 | 32.3% | 6.8% | ||
| Q2 24 | 47.2% | 10.3% | ||
| Q1 24 | 30.0% | -1.1% |
| Q4 25 | 10.7% | 5.5% | ||
| Q3 25 | 3.0% | 5.3% | ||
| Q2 25 | 1.8% | 5.0% | ||
| Q1 25 | 3.7% | 5.5% | ||
| Q4 24 | 17.1% | 5.3% | ||
| Q3 24 | 2.1% | 4.0% | ||
| Q2 24 | 2.9% | 4.5% | ||
| Q1 24 | 6.8% | 4.6% |
| Q4 25 | 7.87× | 40.73× | ||
| Q3 25 | 1.57× | 5.84× | ||
| Q2 25 | 2.19× | 1.16× | ||
| Q1 25 | 1.99× | 2.55× | ||
| Q4 24 | 9.08× | 6.84× | ||
| Q3 24 | 1.74× | 1.56× | ||
| Q2 24 | 2.58× | 1.79× | ||
| Q1 24 | 2.11× | 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
CDP
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% |
