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CSW INDUSTRIALS, INC.（CSW）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CSW INDUSTRIALS, INC.的1.5倍（$343.8M vs $233.0M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs 0.3%，领先4.1%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs -5.2%），CSW INDUSTRIALS, INC.自由现金流更多（$22.7M vs $17.0M），过去两年CSW INDUSTRIALS, INC.的营收复合增速更高（5.1% vs -2.2%）
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。
CSW vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.5倍
$233.0M
营收增速更快
CSW
高出25.5%
-5.2%
净利率更高
CSW
高出4.1%
0.3%
自由现金流更多
CSW
多$5.8M
$17.0M
两年增速更快
CSW
近两年复合增速
-2.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $343.8M |
| 净利润 | $10.3M | $883.0K |
| 毛利率 | 39.7% | 27.9% |
| 营业利润率 | 7.4% | 0.2% |
| 净利率 | 4.4% | 0.3% |
| 营收同比 | 20.3% | -5.2% |
| 净利润同比 | -61.9% | -82.8% |
| 每股收益（稀释后） | $0.62 | $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CSWJJSF
| Q4 25 | $233.0M | $343.8M | ||
| Q3 25 | $277.0M | $410.2M | ||
| Q2 25 | $263.6M | $454.3M | ||
| Q1 25 | $230.5M | $356.1M | ||
| Q4 24 | $193.6M | $362.6M | ||
| Q3 24 | $227.9M | $426.8M | ||
| Q2 24 | $226.2M | $440.0M | ||
| Q1 24 | $210.9M | $359.7M |
净利润CSWJJSF
| Q4 25 | $10.3M | $883.0K | ||
| Q3 25 | $40.7M | $11.4M | ||
| Q2 25 | $40.9M | $44.2M | ||
| Q1 25 | $35.1M | $4.8M | ||
| Q4 24 | $26.9M | $5.1M | ||
| Q3 24 | $36.1M | $29.6M | ||
| Q2 24 | $38.6M | $36.3M | ||
| Q1 24 | $31.8M | $13.3M |
毛利率CSWJJSF
| Q4 25 | 39.7% | 27.9% | ||
| Q3 25 | 43.0% | 31.7% | ||
| Q2 25 | 43.8% | 33.0% | ||
| Q1 25 | 44.2% | 26.9% | ||
| Q4 24 | 41.4% | 25.9% | ||
| Q3 24 | 45.6% | 31.8% | ||
| Q2 24 | 47.5% | 33.6% | ||
| Q1 24 | 44.4% | 30.1% |
营业利润率CSWJJSF
| Q4 25 | 7.4% | 0.2% | ||
| Q3 25 | 20.5% | 2.8% | ||
| Q2 25 | 20.8% | 13.3% | ||
| Q1 25 | 19.5% | 1.7% | ||
| Q4 24 | 15.3% | 1.7% | ||
| Q3 24 | 22.6% | 9.3% | ||
| Q2 24 | 24.3% | 11.4% | ||
| Q1 24 | 21.0% | 5.0% |
净利率CSWJJSF
| Q4 25 | 4.4% | 0.3% | ||
| Q3 25 | 14.7% | 2.8% | ||
| Q2 25 | 15.5% | 9.7% | ||
| Q1 25 | 15.2% | 1.4% | ||
| Q4 24 | 13.9% | 1.4% | ||
| Q3 24 | 15.8% | 6.9% | ||
| Q2 24 | 17.1% | 8.3% | ||
| Q1 24 | 15.1% | 3.7% |
每股收益（稀释后）CSWJJSF
| Q4 25 | $0.62 | $0.05 | ||
| Q3 25 | $2.41 | $0.59 | ||
| Q2 25 | $2.43 | $2.26 | ||
| Q1 25 | $2.05 | $0.25 | ||
| Q4 24 | $1.60 | $0.26 | ||
| Q3 24 | $2.26 | $1.52 | ||
| Q2 24 | $2.47 | $1.87 | ||
| Q1 24 | $2.03 | $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 | $40.2M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $912.9M |
| 总资产 | $2.3B | $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CSWJJSF
| Q4 25 | $40.2M | $66.8M | ||
| Q3 25 | $31.5M | $105.9M | ||
| Q2 25 | $38.0M | $77.4M | ||
| Q1 25 | $225.8M | $48.5M | ||
| Q4 24 | $213.8M | $73.6M | ||
| Q3 24 | $273.2M | $73.4M | ||
| Q2 24 | $18.9M | $64.0M | ||
| Q1 24 | $22.2M | $43.6M |
总债务CSWJJSF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
股东权益CSWJJSF
| Q4 25 | $1.1B | $912.9M | ||
| Q3 25 | $1.1B | $966.7M | ||
| Q2 25 | $1.1B | $969.9M | ||
| Q1 25 | $1.1B | $935.0M | ||
| Q4 24 | $1.0B | $946.8M | ||
| Q3 24 | $1.0B | $957.0M | ||
| Q2 24 | $650.2M | $937.9M | ||
| Q1 24 | $615.7M | $915.7M |
总资产CSWJJSF
| Q4 25 | $2.3B | $1.3B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.0B | $1.3B |
负债/权益比CSWJJSF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | — |
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 | $28.9M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $17.0M |
| 自由现金流率自由现金流/营收 | 9.8% | 4.9% |
| 资本支出强度资本支出/营收 | 2.6% | 5.5% |
| 现金转化率经营现金流/净利润 | 2.81× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $83.1M |
8季度趋势，按日历期对齐
经营现金流CSWJJSF
| Q4 25 | $28.9M | $36.0M | ||
| Q3 25 | $61.8M | $66.4M | ||
| Q2 25 | $60.6M | $51.2M | ||
| Q1 25 | $27.3M | $12.3M | ||
| Q4 24 | $11.6M | $35.2M | ||
| Q3 24 | $66.8M | $46.3M | ||
| Q2 24 | $62.7M | $65.0M | ||
| Q1 24 | $22.4M | $12.7M |
自由现金流CSWJJSF
| Q4 25 | $22.7M | $17.0M | ||
| Q3 25 | $58.7M | $44.8M | ||
| Q2 25 | $57.7M | $28.5M | ||
| Q1 25 | $22.8M | $-7.2M | ||
| Q4 24 | $8.5M | $16.1M | ||
| Q3 24 | $61.3M | $29.1M | ||
| Q2 24 | $59.6M | $45.3M | ||
| Q1 24 | $17.5M | $-4.0M |
自由现金流率CSWJJSF
| Q4 25 | 9.8% | 4.9% | ||
| Q3 25 | 21.2% | 10.9% | ||
| Q2 25 | 21.9% | 6.3% | ||
| Q1 25 | 9.9% | -2.0% | ||
| Q4 24 | 4.4% | 4.4% | ||
| Q3 24 | 26.9% | 6.8% | ||
| Q2 24 | 26.3% | 10.3% | ||
| Q1 24 | 8.3% | -1.1% |
资本支出强度CSWJJSF
| Q4 25 | 2.6% | 5.5% | ||
| Q3 25 | 1.1% | 5.3% | ||
| Q2 25 | 1.1% | 5.0% | ||
| Q1 25 | 2.0% | 5.5% | ||
| Q4 24 | 1.6% | 5.3% | ||
| Q3 24 | 2.4% | 4.0% | ||
| Q2 24 | 1.4% | 4.5% | ||
| Q1 24 | 2.3% | 4.6% |
现金转化率CSWJJSF
| Q4 25 | 2.81× | 40.73× | ||
| Q3 25 | 1.52× | 5.84× | ||
| Q2 25 | 1.48× | 1.16× | ||
| Q1 25 | 0.78× | 2.55× | ||
| Q4 24 | 0.43× | 6.84× | ||
| Q3 24 | 1.85× | 1.56× | ||
| Q2 24 | 1.62× | 1.79× | ||
| Q1 24 | 0.71× | 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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
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% |
