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Dynatrace, Inc.（DT）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
Dynatrace, Inc.的季度营收约是J&J SNACK FOODS CORP的1.5倍（$515.5M vs $343.8M），Dynatrace, Inc.净利率更高（7.8% vs 0.3%，领先7.5%），Dynatrace, Inc.同比增速更快（18.2% vs -5.2%），Dynatrace, Inc.自由现金流更多（$27.2M vs $17.0M），过去两年Dynatrace, Inc.的营收复合增速更高（16.3% vs -2.2%）
Dynatrace是总部位于美国的跨国科技企业，主打AI驱动的可观测性平台，旗下软件可用于应用性能监控分析、软件开发流程优化、网络安全防护、IT基础设施运维及用户体验提升等场景，为各行业客户的数字化运营提供有力技术支撑。
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。
DT vs JJSF — 直观对比
营收规模更大
DT
是对方的1.5倍
$343.8M
营收增速更快
DT
高出23.4%
-5.2%
净利率更高
DT
高出7.5%
0.3%
自由现金流更多
DT
多$10.3M
$17.0M
两年增速更快
DT
近两年复合增速
-2.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $515.5M | $343.8M |
| 净利润 | $40.1M | $883.0K |
| 毛利率 | 81.4% | 27.9% |
| 营业利润率 | 14.1% | 0.2% |
| 净利率 | 7.8% | 0.3% |
| 营收同比 | 18.2% | -5.2% |
| 净利润同比 | -88.9% | -82.8% |
| 每股收益（稀释后） | $0.13 | $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DTJJSF
| Q4 25 | $515.5M | $343.8M | ||
| Q3 25 | $493.8M | $410.2M | ||
| Q2 25 | $477.3M | $454.3M | ||
| Q1 25 | $445.2M | $356.1M | ||
| Q4 24 | $436.2M | $362.6M | ||
| Q3 24 | $418.1M | $426.8M | ||
| Q2 24 | $399.2M | $440.0M | ||
| Q1 24 | $380.8M | $359.7M |
净利润DTJJSF
| Q4 25 | $40.1M | $883.0K | ||
| Q3 25 | $57.2M | $11.4M | ||
| Q2 25 | $48.0M | $44.2M | ||
| Q1 25 | $39.3M | $4.8M | ||
| Q4 24 | $361.8M | $5.1M | ||
| Q3 24 | $44.0M | $29.6M | ||
| Q2 24 | $38.6M | $36.3M | ||
| Q1 24 | $37.9M | $13.3M |
毛利率DTJJSF
| Q4 25 | 81.4% | 27.9% | ||
| Q3 25 | 81.8% | 31.7% | ||
| Q2 25 | 82.1% | 33.0% | ||
| Q1 25 | 80.9% | 26.9% | ||
| Q4 24 | 81.1% | 25.9% | ||
| Q3 24 | 81.4% | 31.8% | ||
| Q2 24 | 81.3% | 33.6% | ||
| Q1 24 | 81.1% | 30.1% |
营业利润率DTJJSF
| Q4 25 | 14.1% | 0.2% | ||
| Q3 25 | 14.8% | 2.8% | ||
| Q2 25 | 13.1% | 13.3% | ||
| Q1 25 | 9.6% | 1.7% | ||
| Q4 24 | 10.9% | 1.7% | ||
| Q3 24 | 11.2% | 9.3% | ||
| Q2 24 | 10.5% | 11.4% | ||
| Q1 24 | 6.1% | 5.0% |
净利率DTJJSF
| Q4 25 | 7.8% | 0.3% | ||
| Q3 25 | 11.6% | 2.8% | ||
| Q2 25 | 10.0% | 9.7% | ||
| Q1 25 | 8.8% | 1.4% | ||
| Q4 24 | 82.9% | 1.4% | ||
| Q3 24 | 10.5% | 6.9% | ||
| Q2 24 | 9.7% | 8.3% | ||
| Q1 24 | 10.0% | 3.7% |
每股收益（稀释后）DTJJSF
| Q4 25 | $0.13 | $0.05 | ||
| Q3 25 | $0.19 | $0.59 | ||
| Q2 25 | $0.16 | $2.26 | ||
| Q1 25 | $0.12 | $0.25 | ||
| Q4 24 | $1.19 | $0.26 | ||
| Q3 24 | $0.15 | $1.52 | ||
| Q2 24 | $0.13 | $1.87 | ||
| Q1 24 | $0.13 | $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 | $1.2B | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $912.9M |
| 总资产 | $4.1B | $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DTJJSF
| Q4 25 | $1.2B | $66.8M | ||
| Q3 25 | $1.3B | $105.9M | ||
| Q2 25 | $1.3B | $77.4M | ||
| Q1 25 | $1.1B | $48.5M | ||
| Q4 24 | $1.0B | $73.6M | ||
| Q3 24 | $1.0B | $73.4M | ||
| Q2 24 | $1.0B | $64.0M | ||
| Q1 24 | $836.9M | $43.6M |
股东权益DTJJSF
| Q4 25 | $2.7B | $912.9M | ||
| Q3 25 | $2.8B | $966.7M | ||
| Q2 25 | $2.7B | $969.9M | ||
| Q1 25 | $2.6B | $935.0M | ||
| Q4 24 | $2.6B | $946.8M | ||
| Q3 24 | $2.1B | $957.0M | ||
| Q2 24 | $2.1B | $937.9M | ||
| Q1 24 | $2.0B | $915.7M |
总资产DTJJSF
| Q4 25 | $4.1B | $1.3B | ||
| Q3 25 | $4.1B | $1.4B | ||
| Q2 25 | $4.1B | $1.4B | ||
| Q1 25 | $4.1B | $1.4B | ||
| Q4 24 | $3.7B | $1.3B | ||
| Q3 24 | $3.3B | $1.4B | ||
| Q2 24 | $3.3B | $1.4B | ||
| Q1 24 | $3.4B | $1.3B |
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 | $33.8M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $27.2M | $17.0M |
| 自由现金流率自由现金流/营收 | 5.3% | 4.9% |
| 资本支出强度资本支出/营收 | 1.3% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.84× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $465.5M | $83.1M |
8季度趋势，按日历期对齐
经营现金流DTJJSF
| Q4 25 | $33.8M | $36.0M | ||
| Q3 25 | $32.0M | $66.4M | ||
| Q2 25 | $269.7M | $51.2M | ||
| Q1 25 | $162.8M | $12.3M | ||
| Q4 24 | $42.2M | $35.2M | ||
| Q3 24 | $23.6M | $46.3M | ||
| Q2 24 | $230.7M | $65.0M | ||
| Q1 24 | $131.7M | $12.7M |
自由现金流DTJJSF
| Q4 25 | $27.2M | $17.0M | ||
| Q3 25 | $27.8M | $44.8M | ||
| Q2 25 | $262.2M | $28.5M | ||
| Q1 25 | $148.2M | $-7.2M | ||
| Q4 24 | $37.6M | $16.1M | ||
| Q3 24 | $20.1M | $29.1M | ||
| Q2 24 | $227.4M | $45.3M | ||
| Q1 24 | $121.9M | $-4.0M |
自由现金流率DTJJSF
| Q4 25 | 5.3% | 4.9% | ||
| Q3 25 | 5.6% | 10.9% | ||
| Q2 25 | 54.9% | 6.3% | ||
| Q1 25 | 33.3% | -2.0% | ||
| Q4 24 | 8.6% | 4.4% | ||
| Q3 24 | 4.8% | 6.8% | ||
| Q2 24 | 57.0% | 10.3% | ||
| Q1 24 | 32.0% | -1.1% |
资本支出强度DTJJSF
| Q4 25 | 1.3% | 5.5% | ||
| Q3 25 | 0.8% | 5.3% | ||
| Q2 25 | 1.6% | 5.0% | ||
| Q1 25 | 3.3% | 5.5% | ||
| Q4 24 | 1.1% | 5.3% | ||
| Q3 24 | 0.8% | 4.0% | ||
| Q2 24 | 0.8% | 4.5% | ||
| Q1 24 | 2.6% | 4.6% |
现金转化率DTJJSF
| Q4 25 | 0.84× | 40.73× | ||
| Q3 25 | 0.56× | 5.84× | ||
| Q2 25 | 5.62× | 1.16× | ||
| Q1 25 | 4.14× | 2.55× | ||
| Q4 24 | 0.12× | 6.84× | ||
| Q3 24 | 0.54× | 1.56× | ||
| Q2 24 | 5.97× | 1.79× | ||
| Q1 24 | 3.47× | 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
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
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% |
