vs
Forestar Group Inc.（FOR）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Forestar Group Inc.的1.3倍（$343.8M vs $273.0M），Forestar Group Inc.净利率更高（5.6% vs 0.3%，领先5.4%），Forestar Group Inc.同比增速更快（9.0% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-157.1M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -9.6%）
福雷斯特集团是一家住宅地块开发企业，总部位于得克萨斯州阿灵顿，业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内，该公司交付了11518块住宅地块，目前在纽约证券交易所上市，自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
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。
FOR vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.3倍
$273.0M
营收增速更快
FOR
高出14.2%
-5.2%
净利率更高
FOR
高出5.4%
0.3%
自由现金流更多
JJSF
多$174.1M
$-157.1M
两年增速更快
JJSF
近两年复合增速
-9.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $273.0M | $343.8M |
| 净利润 | $15.4M | $883.0K |
| 毛利率 | 20.1% | 27.9% |
| 营业利润率 | 7.6% | 0.2% |
| 净利率 | 5.6% | 0.3% |
| 营收同比 | 9.0% | -5.2% |
| 净利润同比 | -6.7% | -82.8% |
| 每股收益（稀释后） | $0.30 | $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FORJJSF
| Q4 25 | $273.0M | $343.8M | ||
| Q3 25 | $670.5M | $410.2M | ||
| Q2 25 | $390.5M | $454.3M | ||
| Q1 25 | $351.0M | $356.1M | ||
| Q4 24 | $250.4M | $362.6M | ||
| Q3 24 | $551.3M | $426.8M | ||
| Q2 24 | $318.4M | $440.0M | ||
| Q1 24 | $333.8M | $359.7M |
净利润FORJJSF
| Q4 25 | $15.4M | $883.0K | ||
| Q3 25 | $86.9M | $11.4M | ||
| Q2 25 | $32.9M | $44.2M | ||
| Q1 25 | $31.6M | $4.8M | ||
| Q4 24 | $16.5M | $5.1M | ||
| Q3 24 | $81.5M | $29.6M | ||
| Q2 24 | $38.7M | $36.3M | ||
| Q1 24 | $45.0M | $13.3M |
毛利率FORJJSF
| Q4 25 | 20.1% | 27.9% | ||
| Q3 25 | 22.3% | 31.7% | ||
| Q2 25 | 20.4% | 33.0% | ||
| Q1 25 | 22.6% | 26.9% | ||
| Q4 24 | 22.0% | 25.9% | ||
| Q3 24 | 23.9% | 31.8% | ||
| Q2 24 | 22.5% | 33.6% | ||
| Q1 24 | 24.9% | 30.1% |
营业利润率FORJJSF
| Q4 25 | 7.6% | 0.2% | ||
| Q3 25 | 16.9% | 2.8% | ||
| Q2 25 | 11.2% | 13.3% | ||
| Q1 25 | 11.6% | 1.7% | ||
| Q4 24 | 8.7% | 1.7% | ||
| Q3 24 | 19.7% | 9.3% | ||
| Q2 24 | 16.2% | 11.4% | ||
| Q1 24 | 17.6% | 5.0% |
净利率FORJJSF
| Q4 25 | 5.6% | 0.3% | ||
| Q3 25 | 13.0% | 2.8% | ||
| Q2 25 | 8.4% | 9.7% | ||
| Q1 25 | 9.0% | 1.4% | ||
| Q4 24 | 6.6% | 1.4% | ||
| Q3 24 | 14.8% | 6.9% | ||
| Q2 24 | 12.2% | 8.3% | ||
| Q1 24 | 13.5% | 3.7% |
每股收益（稀释后）FORJJSF
| Q4 25 | $0.30 | $0.05 | ||
| Q3 25 | $1.70 | $0.59 | ||
| Q2 25 | $0.65 | $2.26 | ||
| Q1 25 | $0.62 | $0.25 | ||
| Q4 24 | $0.32 | $0.26 | ||
| Q3 24 | $1.59 | $1.52 | ||
| Q2 24 | $0.76 | $1.87 | ||
| Q1 24 | $0.89 | $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 | $211.7M | $66.8M |
| 总债务越低越好 | $793.2M | — |
| 股东权益账面价值 | $1.8B | $912.9M |
| 总资产 | $3.2B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势，按日历期对齐
现金及短期投资FORJJSF
| Q4 25 | $211.7M | $66.8M | ||
| Q3 25 | $379.2M | $105.9M | ||
| Q2 25 | $189.2M | $77.4M | ||
| Q1 25 | $174.3M | $48.5M | ||
| Q4 24 | $132.0M | $73.6M | ||
| Q3 24 | $481.2M | $73.4M | ||
| Q2 24 | $359.2M | $64.0M | ||
| Q1 24 | $416.2M | $43.6M |
总债务FORJJSF
| Q4 25 | $793.2M | — | ||
| Q3 25 | $802.7M | — | ||
| Q2 25 | $872.8M | — | ||
| Q1 25 | $872.5M | — | ||
| Q4 24 | $806.8M | — | ||
| Q3 24 | $706.4M | — | ||
| Q2 24 | $706.1M | — | ||
| Q1 24 | $705.7M | — |
股东权益FORJJSF
| Q4 25 | $1.8B | $912.9M | ||
| Q3 25 | $1.8B | $966.7M | ||
| Q2 25 | $1.7B | $969.9M | ||
| Q1 25 | $1.6B | $935.0M | ||
| Q4 24 | $1.6B | $946.8M | ||
| Q3 24 | $1.6B | $957.0M | ||
| Q2 24 | $1.5B | $937.9M | ||
| Q1 24 | $1.5B | $915.7M |
总资产FORJJSF
| Q4 25 | $3.2B | $1.3B | ||
| Q3 25 | $3.1B | $1.4B | ||
| Q2 25 | $3.1B | $1.4B | ||
| Q1 25 | $3.0B | $1.4B | ||
| Q4 24 | $3.0B | $1.3B | ||
| Q3 24 | $2.8B | $1.4B | ||
| Q2 24 | $2.7B | $1.4B | ||
| Q1 24 | $2.6B | $1.3B |
负债/权益比FORJJSF
| Q4 25 | 0.44× | — | ||
| Q3 25 | 0.45× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 0.44× | — | ||
| Q2 24 | 0.47× | — | ||
| Q1 24 | 0.48× | — |
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 | $-157.0M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $-157.1M | $17.0M |
| 自由现金流率自由现金流/营收 | -57.5% | 4.9% |
| 资本支出强度资本支出/营收 | 0.0% | 5.5% |
| 现金转化率经营现金流/净利润 | -10.19× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $93.0M | $83.1M |
8季度趋势，按日历期对齐
经营现金流FORJJSF
| Q4 25 | $-157.0M | $36.0M | ||
| Q3 25 | $256.3M | $66.4M | ||
| Q2 25 | $15.8M | $51.2M | ||
| Q1 25 | $-19.8M | $12.3M | ||
| Q4 24 | $-450.0M | $35.2M | ||
| Q3 24 | $119.2M | $46.3M | ||
| Q2 24 | $-61.7M | $65.0M | ||
| Q1 24 | $-59.2M | $12.7M |
自由现金流FORJJSF
| Q4 25 | $-157.1M | $17.0M | ||
| Q3 25 | $255.6M | $44.8M | ||
| Q2 25 | $15.0M | $28.5M | ||
| Q1 25 | $-20.5M | $-7.2M | ||
| Q4 24 | — | $16.1M | ||
| Q3 24 | $118.4M | $29.1M | ||
| Q2 24 | $-62.3M | $45.3M | ||
| Q1 24 | $-59.8M | $-4.0M |
自由现金流率FORJJSF
| Q4 25 | -57.5% | 4.9% | ||
| Q3 25 | 38.1% | 10.9% | ||
| Q2 25 | 3.8% | 6.3% | ||
| Q1 25 | -5.8% | -2.0% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | 21.5% | 6.8% | ||
| Q2 24 | -19.6% | 10.3% | ||
| Q1 24 | -17.9% | -1.1% |
资本支出强度FORJJSF
| Q4 25 | 0.0% | 5.5% | ||
| Q3 25 | 0.1% | 5.3% | ||
| Q2 25 | 0.2% | 5.0% | ||
| Q1 25 | 0.2% | 5.5% | ||
| Q4 24 | 0.0% | 5.3% | ||
| Q3 24 | 0.1% | 4.0% | ||
| Q2 24 | 0.2% | 4.5% | ||
| Q1 24 | 0.2% | 4.6% |
现金转化率FORJJSF
| Q4 25 | -10.19× | 40.73× | ||
| Q3 25 | 2.95× | 5.84× | ||
| Q2 25 | 0.48× | 1.16× | ||
| Q1 25 | -0.63× | 2.55× | ||
| Q4 24 | -27.27× | 6.84× | ||
| Q3 24 | 1.46× | 1.56× | ||
| Q2 24 | -1.59× | 1.79× | ||
| Q1 24 | -1.32× | 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
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
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% |
