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FORMFACTOR INC（FORM）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FORMFACTOR INC的1.5倍（$343.8M vs $226.1M），FORMFACTOR INC净利率更高（9.0% vs 0.3%，领先8.8%），FORMFACTOR INC同比增速更快（32.0% vs -5.2%），FORMFACTOR INC自由现金流更多（$30.7M vs $17.0M），过去两年FORMFACTOR INC的营收复合增速更高（7.0% vs -2.2%）
FormFactor Inc.总部位于美国加利福尼亚州利弗莫尔，是集成电路测试测量技术领域的知名供应商，面向半导体行业客户提供各类专业产品，助力客户优化器件性能，提升芯片研发与生产环节的测试效率。
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。
FORM vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.5倍
$226.1M
营收增速更快
FORM
高出37.2%
-5.2%
净利率更高
FORM
高出8.8%
0.3%
自由现金流更多
FORM
多$13.8M
$17.0M
两年增速更快
FORM
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $226.1M | $343.8M |
| 净利润 | $20.4M | $883.0K |
| 毛利率 | 38.4% | 27.9% |
| 营业利润率 | 7.4% | 0.2% |
| 净利率 | 9.0% | 0.3% |
| 营收同比 | 32.0% | -5.2% |
| 净利润同比 | 218.5% | -82.8% |
| 每股收益（稀释后） | $0.26 | $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FORMJJSF
| Q1 26 | $226.1M | — | ||
| Q4 25 | $215.2M | $343.8M | ||
| Q3 25 | $202.7M | $410.2M | ||
| Q2 25 | $195.8M | $454.3M | ||
| Q1 25 | $171.4M | $356.1M | ||
| Q4 24 | $189.5M | $362.6M | ||
| Q3 24 | $207.9M | $426.8M | ||
| Q2 24 | $197.5M | $440.0M |
净利润FORMJJSF
| Q1 26 | $20.4M | — | ||
| Q4 25 | $23.2M | $883.0K | ||
| Q3 25 | $15.7M | $11.4M | ||
| Q2 25 | $9.1M | $44.2M | ||
| Q1 25 | $6.4M | $4.8M | ||
| Q4 24 | $9.7M | $5.1M | ||
| Q3 24 | $18.7M | $29.6M | ||
| Q2 24 | $19.4M | $36.3M |
毛利率FORMJJSF
| Q1 26 | 38.4% | — | ||
| Q4 25 | 42.2% | 27.9% | ||
| Q3 25 | 39.8% | 31.7% | ||
| Q2 25 | 37.3% | 33.0% | ||
| Q1 25 | 37.7% | 26.9% | ||
| Q4 24 | 38.8% | 25.9% | ||
| Q3 24 | 40.7% | 31.8% | ||
| Q2 24 | 44.0% | 33.6% |
营业利润率FORMJJSF
| Q1 26 | 7.4% | — | ||
| Q4 25 | 10.9% | 0.2% | ||
| Q3 25 | 8.9% | 2.8% | ||
| Q2 25 | 6.3% | 13.3% | ||
| Q1 25 | 1.9% | 1.7% | ||
| Q4 24 | 4.1% | 1.7% | ||
| Q3 24 | 8.6% | 9.3% | ||
| Q2 24 | 9.0% | 11.4% |
净利率FORMJJSF
| Q1 26 | 9.0% | — | ||
| Q4 25 | 10.8% | 0.3% | ||
| Q3 25 | 7.7% | 2.8% | ||
| Q2 25 | 4.6% | 9.7% | ||
| Q1 25 | 3.7% | 1.4% | ||
| Q4 24 | 5.1% | 1.4% | ||
| Q3 24 | 9.0% | 6.9% | ||
| Q2 24 | 9.8% | 8.3% |
每股收益（稀释后）FORMJJSF
| Q1 26 | $0.26 | — | ||
| Q4 25 | $0.29 | $0.05 | ||
| Q3 25 | $0.20 | $0.59 | ||
| Q2 25 | $0.12 | $2.26 | ||
| Q1 25 | $0.08 | $0.25 | ||
| Q4 24 | $0.12 | $0.26 | ||
| Q3 24 | $0.24 | $1.52 | ||
| Q2 24 | $0.25 | $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 | $123.5M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $912.9M |
| 总资产 | $1.3B | $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FORMJJSF
| Q1 26 | $123.5M | — | ||
| Q4 25 | $103.3M | $66.8M | ||
| Q3 25 | $266.0M | $105.9M | ||
| Q2 25 | $249.3M | $77.4M | ||
| Q1 25 | $299.0M | $48.5M | ||
| Q4 24 | $360.0M | $73.6M | ||
| Q3 24 | $354.5M | $73.4M | ||
| Q2 24 | $357.6M | $64.0M |
总债务FORMJJSF
| Q1 26 | — | — | ||
| Q4 25 | $12.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $13.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益FORMJJSF
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.0B | $912.9M | ||
| Q3 25 | $1.0B | $966.7M | ||
| Q2 25 | $990.0M | $969.9M | ||
| Q1 25 | $965.9M | $935.0M | ||
| Q4 24 | $947.8M | $946.8M | ||
| Q3 24 | $955.0M | $957.0M | ||
| Q2 24 | $947.9M | $937.9M |
总资产FORMJJSF
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B |
负债/权益比FORMJJSF
| Q1 26 | — | — | ||
| Q4 25 | 0.01× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $45.0M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $30.7M | $17.0M |
| 自由现金流率自由现金流/营收 | 13.6% | 4.9% |
| 资本支出强度资本支出/营收 | 6.7% | 5.5% |
| 现金转化率经营现金流/净利润 | 2.21× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $37.5M | $83.1M |
8季度趋势，按日历期对齐
经营现金流FORMJJSF
| Q1 26 | $45.0M | — | ||
| Q4 25 | $46.0M | $36.0M | ||
| Q3 25 | $27.0M | $66.4M | ||
| Q2 25 | $18.9M | $51.2M | ||
| Q1 25 | $23.5M | $12.3M | ||
| Q4 24 | $35.9M | $35.2M | ||
| Q3 24 | $26.7M | $46.3M | ||
| Q2 24 | $21.9M | $65.0M |
自由现金流FORMJJSF
| Q1 26 | $30.7M | — | ||
| Q4 25 | $34.7M | $17.0M | ||
| Q3 25 | $19.5M | $44.8M | ||
| Q2 25 | $-47.4M | $28.5M | ||
| Q1 25 | $5.0M | $-7.2M | ||
| Q4 24 | $28.3M | $16.1M | ||
| Q3 24 | $17.8M | $29.1M | ||
| Q2 24 | $13.5M | $45.3M |
自由现金流率FORMJJSF
| Q1 26 | 13.6% | — | ||
| Q4 25 | 16.1% | 4.9% | ||
| Q3 25 | 9.6% | 10.9% | ||
| Q2 25 | -24.2% | 6.3% | ||
| Q1 25 | 2.9% | -2.0% | ||
| Q4 24 | 14.9% | 4.4% | ||
| Q3 24 | 8.6% | 6.8% | ||
| Q2 24 | 6.8% | 10.3% |
资本支出强度FORMJJSF
| Q1 26 | 6.7% | — | ||
| Q4 25 | 5.3% | 5.5% | ||
| Q3 25 | 3.7% | 5.3% | ||
| Q2 25 | 33.8% | 5.0% | ||
| Q1 25 | 10.8% | 5.5% | ||
| Q4 24 | 4.0% | 5.3% | ||
| Q3 24 | 4.3% | 4.0% | ||
| Q2 24 | 4.3% | 4.5% |
现金转化率FORMJJSF
| Q1 26 | 2.21× | — | ||
| Q4 25 | 1.98× | 40.73× | ||
| Q3 25 | 1.72× | 5.84× | ||
| Q2 25 | 2.08× | 1.16× | ||
| Q1 25 | 3.68× | 2.55× | ||
| Q4 24 | 3.70× | 6.84× | ||
| Q3 24 | 1.43× | 1.56× | ||
| Q2 24 | 1.13× | 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
FORM
暂无分部数据
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% |
