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DXP ENTERPRISES INC（DXPE）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
DXP ENTERPRISES INC的季度营收约是J&J SNACK FOODS CORP的1.5倍（$527.4M vs $343.8M），DXP ENTERPRISES INC净利率更高（4.3% vs 0.3%，领先4.1%），DXP ENTERPRISES INC同比增速更快（12.0% vs -5.2%），DXP ENTERPRISES INC自由现金流更多（$34.5M vs $17.0M），过去两年DXP ENTERPRISES INC的营收复合增速更高（13.1% vs -2.2%）
DXP Enterprises Inc.是一家领先的工业分销企业，提供维护、维修、运营（MRO）用品、流体处理设备、泵系统及相关技术服务，主要服务制造业、能源、矿业、建筑等领域客户，核心市场覆盖北美地区。
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。
DXPE vs JJSF — 直观对比
营收规模更大
DXPE
是对方的1.5倍
$343.8M
营收增速更快
DXPE
高出17.2%
-5.2%
净利率更高
DXPE
高出4.1%
0.3%
自由现金流更多
DXPE
多$17.5M
$17.0M
两年增速更快
DXPE
近两年复合增速
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $527.4M | $343.8M |
| 净利润 | $22.8M | $883.0K |
| 毛利率 | 31.6% | 27.9% |
| 营业利润率 | 8.8% | 0.2% |
| 净利率 | 4.3% | 0.3% |
| 营收同比 | 12.0% | -5.2% |
| 净利润同比 | 6.9% | -82.8% |
| 每股收益（稀释后） | $1.38 | $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DXPEJJSF
| Q4 25 | $527.4M | $343.8M | ||
| Q3 25 | $513.7M | $410.2M | ||
| Q2 25 | $498.7M | $454.3M | ||
| Q1 25 | $476.6M | $356.1M | ||
| Q4 24 | $470.9M | $362.6M | ||
| Q3 24 | $472.9M | $426.8M | ||
| Q2 24 | $445.6M | $440.0M | ||
| Q1 24 | $412.6M | $359.7M |
净利润DXPEJJSF
| Q4 25 | $22.8M | $883.0K | ||
| Q3 25 | $21.6M | $11.4M | ||
| Q2 25 | $23.6M | $44.2M | ||
| Q1 25 | $20.6M | $4.8M | ||
| Q4 24 | $21.4M | $5.1M | ||
| Q3 24 | $21.1M | $29.6M | ||
| Q2 24 | $16.7M | $36.3M | ||
| Q1 24 | $11.3M | $13.3M |
毛利率DXPEJJSF
| Q4 25 | 31.6% | 27.9% | ||
| Q3 25 | 31.4% | 31.7% | ||
| Q2 25 | 31.6% | 33.0% | ||
| Q1 25 | 31.5% | 26.9% | ||
| Q4 24 | 31.5% | 25.9% | ||
| Q3 24 | 30.9% | 31.8% | ||
| Q2 24 | 30.9% | 33.6% | ||
| Q1 24 | 30.0% | 30.1% |
营业利润率DXPEJJSF
| Q4 25 | 8.8% | 0.2% | ||
| Q3 25 | 8.5% | 2.8% | ||
| Q2 25 | 9.2% | 13.3% | ||
| Q1 25 | 8.5% | 1.7% | ||
| Q4 24 | 8.3% | 1.7% | ||
| Q3 24 | 8.4% | 9.3% | ||
| Q2 24 | 8.4% | 11.4% | ||
| Q1 24 | 7.1% | 5.0% |
净利率DXPEJJSF
| Q4 25 | 4.3% | 0.3% | ||
| Q3 25 | 4.2% | 2.8% | ||
| Q2 25 | 4.7% | 9.7% | ||
| Q1 25 | 4.3% | 1.4% | ||
| Q4 24 | 4.5% | 1.4% | ||
| Q3 24 | 4.5% | 6.9% | ||
| Q2 24 | 3.7% | 8.3% | ||
| Q1 24 | 2.7% | 3.7% |
每股收益（稀释后）DXPEJJSF
| Q4 25 | $1.38 | $0.05 | ||
| Q3 25 | $1.31 | $0.59 | ||
| Q2 25 | $1.43 | $2.26 | ||
| Q1 25 | $1.25 | $0.25 | ||
| Q4 24 | $1.28 | $0.26 | ||
| Q3 24 | $1.27 | $1.52 | ||
| Q2 24 | $1.00 | $1.87 | ||
| Q1 24 | $0.67 | $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 | $303.8M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $498.4M | $912.9M |
| 总资产 | $1.7B | $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DXPEJJSF
| Q4 25 | $303.8M | $66.8M | ||
| Q3 25 | $123.8M | $105.9M | ||
| Q2 25 | $112.9M | $77.4M | ||
| Q1 25 | $114.3M | $48.5M | ||
| Q4 24 | $148.3M | $73.6M | ||
| Q3 24 | $35.0M | $73.4M | ||
| Q2 24 | $49.9M | $64.0M | ||
| Q1 24 | $139.7M | $43.6M |
股东权益DXPEJJSF
| Q4 25 | $498.4M | $912.9M | ||
| Q3 25 | $488.3M | $966.7M | ||
| Q2 25 | $468.1M | $969.9M | ||
| Q1 25 | $444.7M | $935.0M | ||
| Q4 24 | $422.8M | $946.8M | ||
| Q3 24 | $402.4M | $957.0M | ||
| Q2 24 | $384.7M | $937.9M | ||
| Q1 24 | $375.5M | $915.7M |
总资产DXPEJJSF
| Q4 25 | $1.7B | $1.3B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.2B | $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 | $37.8M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $34.5M | $17.0M |
| 自由现金流率自由现金流/营收 | 6.5% | 4.9% |
| 资本支出强度资本支出/营收 | 0.6% | 5.5% |
| 现金转化率经营现金流/净利润 | 1.65× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $54.0M | $83.1M |
8季度趋势，按日历期对齐
经营现金流DXPEJJSF
| Q4 25 | $37.8M | $36.0M | ||
| Q3 25 | $34.9M | $66.4M | ||
| Q2 25 | $18.6M | $51.2M | ||
| Q1 25 | $3.0M | $12.3M | ||
| Q4 24 | $32.1M | $35.2M | ||
| Q3 24 | $28.3M | $46.3M | ||
| Q2 24 | $14.7M | $65.0M | ||
| Q1 24 | $27.0M | $12.7M |
自由现金流DXPEJJSF
| Q4 25 | $34.5M | $17.0M | ||
| Q3 25 | $28.1M | $44.8M | ||
| Q2 25 | $8.3M | $28.5M | ||
| Q1 25 | $-16.9M | $-7.2M | ||
| Q4 24 | $22.7M | $16.1M | ||
| Q3 24 | $24.4M | $29.1M | ||
| Q2 24 | $5.9M | $45.3M | ||
| Q1 24 | $24.1M | $-4.0M |
自由现金流率DXPEJJSF
| Q4 25 | 6.5% | 4.9% | ||
| Q3 25 | 5.5% | 10.9% | ||
| Q2 25 | 1.7% | 6.3% | ||
| Q1 25 | -3.6% | -2.0% | ||
| Q4 24 | 4.8% | 4.4% | ||
| Q3 24 | 5.2% | 6.8% | ||
| Q2 24 | 1.3% | 10.3% | ||
| Q1 24 | 5.8% | -1.1% |
资本支出强度DXPEJJSF
| Q4 25 | 0.6% | 5.5% | ||
| Q3 25 | 1.3% | 5.3% | ||
| Q2 25 | 2.1% | 5.0% | ||
| Q1 25 | 4.2% | 5.5% | ||
| Q4 24 | 2.0% | 5.3% | ||
| Q3 24 | 0.8% | 4.0% | ||
| Q2 24 | 2.0% | 4.5% | ||
| Q1 24 | 0.7% | 4.6% |
现金转化率DXPEJJSF
| Q4 25 | 1.65× | 40.73× | ||
| Q3 25 | 1.61× | 5.84× | ||
| Q2 25 | 0.79× | 1.16× | ||
| Q1 25 | 0.14× | 2.55× | ||
| Q4 24 | 1.50× | 6.84× | ||
| Q3 24 | 1.34× | 1.56× | ||
| Q2 24 | 0.88× | 1.79× | ||
| Q1 24 | 2.38× | 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
DXPE
| Service Centers | $356.2M | 68% |
| Innovative Pumping Solutions | $110.0M | 21% |
| Supply Chain Services | $61.2M | 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% |
