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Empire State Realty Trust, Inc.（ESRT）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Empire State Realty Trust, Inc.的1.8倍（$343.8M vs $190.3M），Empire State Realty Trust, Inc.净利率更高（1.6% vs 0.3%，领先1.3%），Empire State Realty Trust, Inc.同比增速更快（5.7% vs -5.2%），过去两年Empire State Realty Trust, Inc.的营收复合增速更高（0.2% vs -2.2%）
帝国州房地产信托是一家美国房地产投资信托企业，持有并运营纽约大都会区的优质办公、零售及住宅物业，旗下资产包括地标性建筑帝国大厦，主打可持续运营模式，服务各类租户及住户，专注实现长期资产增值。
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。
ESRT vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.8倍
$190.3M
营收增速更快
ESRT
高出10.9%
-5.2%
净利率更高
ESRT
高出1.3%
0.3%
两年增速更快
ESRT
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $190.3M | $343.8M |
| 净利润 | $3.0M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | 15.5% | 0.2% |
| 净利率 | 1.6% | 0.3% |
| 营收同比 | 5.7% | -5.2% |
| 净利润同比 | -73.7% | -82.8% |
| 每股收益（稀释后） | $0.20 | $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ESRTJJSF
| Q1 26 | $190.3M | — | ||
| Q4 25 | $199.2M | $343.8M | ||
| Q3 25 | $197.7M | $410.2M | ||
| Q2 25 | $191.3M | $454.3M | ||
| Q1 25 | $180.1M | $356.1M | ||
| Q4 24 | $197.6M | $362.6M | ||
| Q3 24 | $199.6M | $426.8M | ||
| Q2 24 | $189.5M | $440.0M |
净利润ESRTJJSF
| Q1 26 | $3.0M | — | ||
| Q4 25 | $32.2M | $883.0K | ||
| Q3 25 | $13.6M | $11.4M | ||
| Q2 25 | $11.4M | $44.2M | ||
| Q1 25 | $15.8M | $4.8M | ||
| Q4 24 | $18.8M | $5.1M | ||
| Q3 24 | $22.8M | $29.6M | ||
| Q2 24 | $28.6M | $36.3M |
毛利率ESRTJJSF
| Q1 26 | — | — | ||
| 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% |
营业利润率ESRTJJSF
| Q1 26 | 15.5% | — | ||
| Q4 25 | 17.8% | 0.2% | ||
| Q3 25 | 19.9% | 2.8% | ||
| Q2 25 | 18.4% | 13.3% | ||
| Q1 25 | 14.3% | 1.7% | ||
| Q4 24 | 21.7% | 1.7% | ||
| Q3 24 | 22.7% | 9.3% | ||
| Q2 24 | 20.8% | 11.4% |
净利率ESRTJJSF
| Q1 26 | 1.6% | — | ||
| Q4 25 | 16.1% | 0.3% | ||
| Q3 25 | 6.9% | 2.8% | ||
| Q2 25 | 6.0% | 9.7% | ||
| Q1 25 | 8.8% | 1.4% | ||
| Q4 24 | 9.5% | 1.4% | ||
| Q3 24 | 11.4% | 6.9% | ||
| Q2 24 | 15.1% | 8.3% |
每股收益（稀释后）ESRTJJSF
| Q1 26 | $0.20 | — | ||
| Q4 25 | $0.11 | $0.05 | ||
| Q3 25 | $0.05 | $0.59 | ||
| Q2 25 | $0.04 | $2.26 | ||
| Q1 25 | $0.05 | $0.25 | ||
| Q4 24 | $0.07 | $0.26 | ||
| Q3 24 | $0.08 | $1.52 | ||
| Q2 24 | $0.10 | $1.87 |
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 | $68.8M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.8B | $912.9M |
| 总资产 | $4.4B | $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ESRTJJSF
| Q1 26 | $68.8M | — | ||
| Q4 25 | $132.7M | $66.8M | ||
| Q3 25 | $154.1M | $105.9M | ||
| Q2 25 | $94.6M | $77.4M | ||
| Q1 25 | $187.8M | $48.5M | ||
| Q4 24 | $385.5M | $73.6M | ||
| Q3 24 | $421.9M | $73.4M | ||
| Q2 24 | $535.5M | $64.0M |
股东权益ESRTJJSF
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.1B | $912.9M | ||
| Q3 25 | $1.0B | $966.7M | ||
| Q2 25 | $1.0B | $969.9M | ||
| Q1 25 | $1.0B | $935.0M | ||
| Q4 24 | $1.0B | $946.8M | ||
| Q3 24 | $1.0B | $957.0M | ||
| Q2 24 | $1.0B | $937.9M |
总资产ESRTJJSF
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.5B | $1.3B | ||
| Q3 25 | $4.1B | $1.4B | ||
| Q2 25 | $4.1B | $1.4B | ||
| Q1 25 | $4.1B | $1.4B | ||
| Q4 24 | $4.5B | $1.3B | ||
| Q3 24 | $4.4B | $1.4B | ||
| Q2 24 | $4.4B | $1.4B |
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 | — | $36.0M |
| 自由现金流经营现金流 - 资本支出 | — | $17.0M |
| 自由现金流率自由现金流/营收 | — | 4.9% |
| 资本支出强度资本支出/营收 | 10.0% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 40.73× |
| 过去12个月自由现金流最近4个季度 | — | $83.1M |
8季度趋势，按日历期对齐
经营现金流ESRTJJSF
| Q1 26 | — | — | ||
| Q4 25 | $249.1M | $36.0M | ||
| Q3 25 | $105.3M | $66.4M | ||
| Q2 25 | $26.7M | $51.2M | ||
| Q1 25 | $83.1M | $12.3M | ||
| Q4 24 | $260.9M | $35.2M | ||
| Q3 24 | $102.8M | $46.3M | ||
| Q2 24 | $37.1M | $65.0M |
自由现金流ESRTJJSF
| Q1 26 | — | — | ||
| Q4 25 | $50.6M | $17.0M | ||
| Q3 25 | $72.8M | $44.8M | ||
| Q2 25 | $-55.1M | $28.5M | ||
| Q1 25 | $41.1M | $-7.2M | ||
| Q4 24 | $88.0M | $16.1M | ||
| Q3 24 | $-65.1M | $29.1M | ||
| Q2 24 | $19.5M | $45.3M |
自由现金流率ESRTJJSF
| Q1 26 | — | — | ||
| Q4 25 | 25.4% | 4.9% | ||
| Q3 25 | 36.8% | 10.9% | ||
| Q2 25 | -28.8% | 6.3% | ||
| Q1 25 | 22.8% | -2.0% | ||
| Q4 24 | 44.5% | 4.4% | ||
| Q3 24 | -32.6% | 6.8% | ||
| Q2 24 | 10.3% | 10.3% |
资本支出强度ESRTJJSF
| Q1 26 | 10.0% | — | ||
| Q4 25 | 99.6% | 5.5% | ||
| Q3 25 | 16.5% | 5.3% | ||
| Q2 25 | 42.8% | 5.0% | ||
| Q1 25 | 23.4% | 5.5% | ||
| Q4 24 | 87.5% | 5.3% | ||
| Q3 24 | 84.1% | 4.0% | ||
| Q2 24 | 9.3% | 4.5% |
现金转化率ESRTJJSF
| Q1 26 | — | — | ||
| Q4 25 | 7.74× | 40.73× | ||
| Q3 25 | 7.72× | 5.84× | ||
| Q2 25 | 2.35× | 1.16× | ||
| Q1 25 | 5.27× | 2.55× | ||
| Q4 24 | 13.88× | 6.84× | ||
| Q3 24 | 4.51× | 1.56× | ||
| Q2 24 | 1.30× | 1.79× |
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
ESRT
| Rental revenue (1) | $166.1M | 87% |
| Observatory revenue | $18.5M | 10% |
| Other revenue and fees | $4.1M | 2% |
| Lease termination fees | $1.4M | 1% |
| Third-party management and other fees | $277.0K | 0% |
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% |
