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Elastic N.V.（ESTC）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
Elastic N.V.的季度营收约是J&J SNACK FOODS CORP的1.2倍（$423.5M vs $343.8M），J&J SNACK FOODS CORP净利率更高（0.3% vs -12.1%，领先12.4%），Elastic N.V.同比增速更快（15.9% vs -5.2%），Elastic N.V.自由现金流更多（$26.0M vs $17.0M），过去两年Elastic N.V.的营收复合增速更高（13.6% vs -2.2%）
Elastic是荷美合资软件企业，2012年成立于荷兰阿姆斯特丹，运营总部分设于荷兰及美国加利福尼亚州旧金山市，于纽交所上市。公司提供企业级搜索、可观测性、网络安全平台，可支持用户实现大规模数据搜索分析、系统性能监测及异常检测。
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。
ESTC vs JJSF — 直观对比
营收规模更大
ESTC
是对方的1.2倍
$343.8M
营收增速更快
ESTC
高出21.1%
-5.2%
净利率更高
JJSF
高出12.4%
-12.1%
自由现金流更多
ESTC
多$9.0M
$17.0M
两年增速更快
ESTC
近两年复合增速
-2.2%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $423.5M | $343.8M |
| 净利润 | $-51.3M | $883.0K |
| 毛利率 | 75.9% | 27.9% |
| 营业利润率 | -1.9% | 0.2% |
| 净利率 | -12.1% | 0.3% |
| 营收同比 | 15.9% | -5.2% |
| 净利润同比 | -101.5% | -82.8% |
| 每股收益（稀释后） | $-0.48 | $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ESTCJJSF
| Q4 25 | $423.5M | $343.8M | ||
| Q3 25 | $415.3M | $410.2M | ||
| Q2 25 | $388.4M | $454.3M | ||
| Q1 25 | $382.1M | $356.1M | ||
| Q4 24 | $365.4M | $362.6M | ||
| Q3 24 | $347.4M | $426.8M | ||
| Q2 24 | $335.0M | $440.0M | ||
| Q1 24 | $328.0M | $359.7M |
净利润ESTCJJSF
| Q4 25 | $-51.3M | $883.0K | ||
| Q3 25 | $-24.6M | $11.4M | ||
| Q2 25 | $-16.4M | $44.2M | ||
| Q1 25 | $-17.1M | $4.8M | ||
| Q4 24 | $-25.4M | $5.1M | ||
| Q3 24 | $-49.2M | $29.6M | ||
| Q2 24 | $-41.1M | $36.3M | ||
| Q1 24 | $176.1M | $13.3M |
毛利率ESTCJJSF
| Q4 25 | 75.9% | 27.9% | ||
| Q3 25 | 76.7% | 31.7% | ||
| Q2 25 | 74.8% | 33.0% | ||
| Q1 25 | 74.6% | 26.9% | ||
| Q4 24 | 74.5% | 25.9% | ||
| Q3 24 | 73.6% | 31.8% | ||
| Q2 24 | 73.8% | 33.6% | ||
| Q1 24 | 74.2% | 30.1% |
营业利润率ESTCJJSF
| Q4 25 | -1.9% | 0.2% | ||
| Q3 25 | -2.3% | 2.8% | ||
| Q2 25 | -3.1% | 13.3% | ||
| Q1 25 | -1.2% | 1.7% | ||
| Q4 24 | -1.2% | 1.7% | ||
| Q3 24 | -9.7% | 9.3% | ||
| Q2 24 | -13.6% | 11.4% | ||
| Q1 24 | -8.1% | 5.0% |
净利率ESTCJJSF
| Q4 25 | -12.1% | 0.3% | ||
| Q3 25 | -5.9% | 2.8% | ||
| Q2 25 | -4.2% | 9.7% | ||
| Q1 25 | -4.5% | 1.4% | ||
| Q4 24 | -7.0% | 1.4% | ||
| Q3 24 | -14.2% | 6.9% | ||
| Q2 24 | -12.3% | 8.3% | ||
| Q1 24 | 53.7% | 3.7% |
每股收益（稀释后）ESTCJJSF
| Q4 25 | $-0.48 | $0.05 | ||
| Q3 25 | $-0.23 | $0.59 | ||
| Q2 25 | $-0.15 | $2.26 | ||
| Q1 25 | $-0.16 | $0.25 | ||
| Q4 24 | $-0.25 | $0.26 | ||
| Q3 24 | $-0.48 | $1.52 | ||
| Q2 24 | $-0.35 | $1.87 | ||
| Q1 24 | $1.69 | $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 | $1.4B | $66.8M |
| 总债务越低越好 | $570.3M | — |
| 股东权益账面价值 | $891.1M | $912.9M |
| 总资产 | $2.5B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.64× | — |
8季度趋势，按日历期对齐
现金及短期投资ESTCJJSF
| Q4 25 | $1.4B | $66.8M | ||
| Q3 25 | $1.5B | $105.9M | ||
| Q2 25 | $1.4B | $77.4M | ||
| Q1 25 | $584.0M | $48.5M | ||
| Q4 24 | $658.5M | $73.6M | ||
| Q3 24 | $594.9M | $73.4M | ||
| Q2 24 | $1.1B | $64.0M | ||
| Q1 24 | $526.9M | $43.6M |
总债务ESTCJJSF
| Q4 25 | $570.3M | — | ||
| Q3 25 | $570.0M | — | ||
| Q2 25 | $569.7M | — | ||
| Q1 25 | $569.4M | — | ||
| Q4 24 | $569.2M | — | ||
| Q3 24 | $568.9M | — | ||
| Q2 24 | $568.6M | — | ||
| Q1 24 | $568.3M | — |
股东权益ESTCJJSF
| Q4 25 | $891.1M | $912.9M | ||
| Q3 25 | $971.4M | $966.7M | ||
| Q2 25 | $927.2M | $969.9M | ||
| Q1 25 | $859.1M | $935.0M | ||
| Q4 24 | $811.5M | $946.8M | ||
| Q3 24 | $759.4M | $957.0M | ||
| Q2 24 | $738.2M | $937.9M | ||
| Q1 24 | $707.8M | $915.7M |
总资产ESTCJJSF
| Q4 25 | $2.5B | $1.3B | ||
| Q3 25 | $2.5B | $1.4B | ||
| Q2 25 | $2.6B | $1.4B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $2.2B | $1.4B | ||
| Q2 24 | $2.2B | $1.4B | ||
| Q1 24 | $2.1B | $1.3B |
负债/权益比ESTCJJSF
| Q4 25 | 0.64× | — | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.75× | — | ||
| Q2 24 | 0.77× | — | ||
| Q1 24 | 0.80× | — |
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 | $26.6M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $26.0M | $17.0M |
| 自由现金流率自由现金流/营收 | 6.1% | 4.9% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $302.3M | $83.1M |
8季度趋势，按日历期对齐
经营现金流ESTCJJSF
| Q4 25 | $26.6M | $36.0M | ||
| Q3 25 | $104.8M | $66.4M | ||
| Q2 25 | $87.0M | $51.2M | ||
| Q1 25 | $88.1M | $12.3M | ||
| Q4 24 | $38.4M | $35.2M | ||
| Q3 24 | $52.8M | $46.3M | ||
| Q2 24 | $60.9M | $65.0M | ||
| Q1 24 | $52.4M | $12.7M |
自由现金流ESTCJJSF
| Q4 25 | $26.0M | $17.0M | ||
| Q3 25 | $104.2M | $44.8M | ||
| Q2 25 | $84.9M | $28.5M | ||
| Q1 25 | $87.3M | $-7.2M | ||
| Q4 24 | $37.7M | $16.1M | ||
| Q3 24 | $52.0M | $29.1M | ||
| Q2 24 | $60.1M | $45.3M | ||
| Q1 24 | $51.3M | $-4.0M |
自由现金流率ESTCJJSF
| Q4 25 | 6.1% | 4.9% | ||
| Q3 25 | 25.1% | 10.9% | ||
| Q2 25 | 21.8% | 6.3% | ||
| Q1 25 | 22.8% | -2.0% | ||
| Q4 24 | 10.3% | 4.4% | ||
| Q3 24 | 15.0% | 6.8% | ||
| Q2 24 | 17.9% | 10.3% | ||
| Q1 24 | 15.6% | -1.1% |
资本支出强度ESTCJJSF
| Q4 25 | 0.1% | 5.5% | ||
| Q3 25 | 0.2% | 5.3% | ||
| Q2 25 | 0.5% | 5.0% | ||
| Q1 25 | 0.2% | 5.5% | ||
| Q4 24 | 0.2% | 5.3% | ||
| Q3 24 | 0.2% | 4.0% | ||
| Q2 24 | 0.3% | 4.5% | ||
| Q1 24 | 0.3% | 4.6% |
现金转化率ESTCJJSF
| Q4 25 | — | 40.73× | ||
| Q3 25 | — | 5.84× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 6.84× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | — | 1.79× | ||
| Q1 24 | 0.30× | 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
ESTC
| Self Managed Subscription | $192.0M | 45% |
| Saa S Self Managed Annual | $156.9M | 37% |
| Saa S Self Managed Monthly | $48.8M | 12% |
| Professional Services | $25.8M | 6% |
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% |
