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达尔科技（DIOD）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
达尔科技的季度营收约是J&J SNACK FOODS CORP的1.1倍（$391.6M vs $343.8M），达尔科技净利率更高（2.6% vs 0.3%，领先2.3%），达尔科技同比增速更快（15.4% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $12.4M），过去两年达尔科技的营收复合增速更高（13.9% vs -2.2%）
达尔科技是一家全球性半导体制造商，主营分立器件、模拟及混合信号半导体产品的设计、生产与销售，产品广泛应用于汽车、工业、消费电子、计算及通信基础设施等核心领域，服务全球各地客户。
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。
DIOD vs JJSF — 直观对比
营收规模更大
DIOD
是对方的1.1倍
$343.8M
营收增速更快
DIOD
高出20.6%
-5.2%
净利率更高
DIOD
高出2.3%
0.3%
自由现金流更多
JJSF
多$4.5M
$12.4M
两年增速更快
DIOD
近两年复合增速
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $391.6M | $343.8M |
| 净利润 | $10.2M | $883.0K |
| 毛利率 | 31.1% | 27.9% |
| 营业利润率 | 3.4% | 0.2% |
| 净利率 | 2.6% | 0.3% |
| 营收同比 | 15.4% | -5.2% |
| 净利润同比 | 23.8% | -82.8% |
| 每股收益（稀释后） | $0.23 | $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DIODJJSF
| Q4 25 | $391.6M | $343.8M | ||
| Q3 25 | $392.2M | $410.2M | ||
| Q2 25 | $366.2M | $454.3M | ||
| Q1 25 | $332.1M | $356.1M | ||
| Q4 24 | $339.3M | $362.6M | ||
| Q3 24 | $350.1M | $426.8M | ||
| Q2 24 | $319.8M | $440.0M | ||
| Q1 24 | $302.0M | $359.7M |
净利润DIODJJSF
| Q4 25 | $10.2M | $883.0K | ||
| Q3 25 | $14.3M | $11.4M | ||
| Q2 25 | $46.1M | $44.2M | ||
| Q1 25 | $-4.4M | $4.8M | ||
| Q4 24 | $8.2M | $5.1M | ||
| Q3 24 | $13.7M | $29.6M | ||
| Q2 24 | $8.0M | $36.3M | ||
| Q1 24 | $14.0M | $13.3M |
毛利率DIODJJSF
| Q4 25 | 31.1% | 27.9% | ||
| Q3 25 | 30.7% | 31.7% | ||
| Q2 25 | 31.5% | 33.0% | ||
| Q1 25 | 31.5% | 26.9% | ||
| Q4 24 | 32.7% | 25.9% | ||
| Q3 24 | 33.7% | 31.8% | ||
| Q2 24 | 33.6% | 33.6% | ||
| Q1 24 | 33.0% | 30.1% |
营业利润率DIODJJSF
| Q4 25 | 3.4% | 0.2% | ||
| Q3 25 | 3.0% | 2.8% | ||
| Q2 25 | 2.6% | 13.3% | ||
| Q1 25 | 0.4% | 1.7% | ||
| Q4 24 | 3.5% | 1.7% | ||
| Q3 24 | 6.2% | 9.3% | ||
| Q2 24 | 1.2% | 11.4% | ||
| Q1 24 | 4.3% | 5.0% |
净利率DIODJJSF
| Q4 25 | 2.6% | 0.3% | ||
| Q3 25 | 3.6% | 2.8% | ||
| Q2 25 | 12.6% | 9.7% | ||
| Q1 25 | -1.3% | 1.4% | ||
| Q4 24 | 2.4% | 1.4% | ||
| Q3 24 | 3.9% | 6.9% | ||
| Q2 24 | 2.5% | 8.3% | ||
| Q1 24 | 4.6% | 3.7% |
每股收益（稀释后）DIODJJSF
| Q4 25 | $0.23 | $0.05 | ||
| Q3 25 | $0.31 | $0.59 | ||
| Q2 25 | $0.99 | $2.26 | ||
| Q1 25 | $-0.10 | $0.25 | ||
| Q4 24 | $0.18 | $0.26 | ||
| Q3 24 | $0.30 | $1.52 | ||
| Q2 24 | $0.17 | $1.87 | ||
| Q1 24 | $0.30 | $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 | $377.0M | $66.8M |
| 总债务越低越好 | $25.7M | — |
| 股东权益账面价值 | $1.9B | $912.9M |
| 总资产 | $2.4B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资DIODJJSF
| Q4 25 | $377.0M | $66.8M | ||
| Q3 25 | $386.4M | $105.9M | ||
| Q2 25 | $327.3M | $77.4M | ||
| Q1 25 | $343.9M | $48.5M | ||
| Q4 24 | $316.1M | $73.6M | ||
| Q3 24 | $319.3M | $73.4M | ||
| Q2 24 | $273.9M | $64.0M | ||
| Q1 24 | $276.0M | $43.6M |
总债务DIODJJSF
| Q4 25 | $25.7M | — | ||
| Q3 25 | $24.9M | — | ||
| Q2 25 | $26.4M | — | ||
| Q1 25 | $20.5M | — | ||
| Q4 24 | $20.7M | — | ||
| Q3 24 | $22.2M | — | ||
| Q2 24 | $20.3M | — | ||
| Q1 24 | $20.9M | — |
股东权益DIODJJSF
| Q4 25 | $1.9B | $912.9M | ||
| Q3 25 | $1.9B | $966.7M | ||
| Q2 25 | $1.9B | $969.9M | ||
| Q1 25 | $1.8B | $935.0M | ||
| Q4 24 | $1.8B | $946.8M | ||
| Q3 24 | $1.8B | $957.0M | ||
| Q2 24 | $1.8B | $937.9M | ||
| Q1 24 | $1.7B | $915.7M |
总资产DIODJJSF
| Q4 25 | $2.4B | $1.3B | ||
| Q3 25 | $2.5B | $1.4B | ||
| Q2 25 | $2.5B | $1.4B | ||
| Q1 25 | $2.4B | $1.4B | ||
| Q4 24 | $2.4B | $1.3B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.4B | $1.4B | ||
| Q1 24 | $2.4B | $1.3B |
负债/权益比DIODJJSF
| Q4 25 | 0.01× | — | ||
| Q3 25 | 0.01× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — | ||
| Q1 24 | 0.01× | — |
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 | $38.1M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $12.4M | $17.0M |
| 自由现金流率自由现金流/营收 | 3.2% | 4.9% |
| 资本支出强度资本支出/营收 | 6.6% | 5.5% |
| 现金转化率经营现金流/净利润 | 3.74× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $137.2M | $83.1M |
8季度趋势，按日历期对齐
经营现金流DIODJJSF
| Q4 25 | $38.1M | $36.0M | ||
| Q3 25 | $79.1M | $66.4M | ||
| Q2 25 | $41.5M | $51.2M | ||
| Q1 25 | $56.7M | $12.3M | ||
| Q4 24 | $81.8M | $35.2M | ||
| Q3 24 | $54.4M | $46.3M | ||
| Q2 24 | $14.4M | $65.0M | ||
| Q1 24 | $-31.1M | $12.7M |
自由现金流DIODJJSF
| Q4 25 | $12.4M | $17.0M | ||
| Q3 25 | $62.8M | $44.8M | ||
| Q2 25 | $21.1M | $28.5M | ||
| Q1 25 | $40.8M | $-7.2M | ||
| Q4 24 | $62.1M | $16.1M | ||
| Q3 24 | $39.4M | $29.1M | ||
| Q2 24 | $-3.5M | $45.3M | ||
| Q1 24 | $-51.5M | $-4.0M |
自由现金流率DIODJJSF
| Q4 25 | 3.2% | 4.9% | ||
| Q3 25 | 16.0% | 10.9% | ||
| Q2 25 | 5.8% | 6.3% | ||
| Q1 25 | 12.3% | -2.0% | ||
| Q4 24 | 18.3% | 4.4% | ||
| Q3 24 | 11.2% | 6.8% | ||
| Q2 24 | -1.1% | 10.3% | ||
| Q1 24 | -17.1% | -1.1% |
资本支出强度DIODJJSF
| Q4 25 | 6.6% | 5.5% | ||
| Q3 25 | 4.2% | 5.3% | ||
| Q2 25 | 5.6% | 5.0% | ||
| Q1 25 | 4.8% | 5.5% | ||
| Q4 24 | 5.8% | 5.3% | ||
| Q3 24 | 4.3% | 4.0% | ||
| Q2 24 | 5.6% | 4.5% | ||
| Q1 24 | 6.7% | 4.6% |
现金转化率DIODJJSF
| Q4 25 | 3.74× | 40.73× | ||
| Q3 25 | 5.54× | 5.84× | ||
| Q2 25 | 0.90× | 1.16× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | 9.93× | 6.84× | ||
| Q3 24 | 3.95× | 1.56× | ||
| Q2 24 | 1.80× | 1.79× | ||
| Q1 24 | -2.22× | 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
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
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% |
