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GigaCloud Technology Inc（GCT）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GigaCloud Technology Inc的1.0倍（$343.8M vs $332.6M），GigaCloud Technology Inc净利率更高（11.2% vs 0.3%，领先10.9%），GigaCloud Technology Inc同比增速更快（9.7% vs -5.2%），GigaCloud Technology Inc自由现金流更多（$77.1M vs $17.0M），过去两年GigaCloud Technology Inc的营收复合增速更高（36.6% vs -2.2%）
GigaCloud Technology Inc是一家美国电商企业，主打家具、家电、健身器材等体积较大、规格不统一商品的B2B交易，旗下拥有线上B2B交易平台，业务覆盖撮合交易、全程物流直至终端配送环节。公司总部位于加利福尼亚州埃尔蒙特，自2022年8月起在纳斯达克挂牌上市。
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。
GCT vs JJSF — 直观对比
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $332.6M | $343.8M |
| 净利润 | $37.2M | $883.0K |
| 毛利率 | 23.2% | 27.9% |
| 营业利润率 | 12.2% | 0.2% |
| 净利率 | 11.2% | 0.3% |
| 营收同比 | 9.7% | -5.2% |
| 净利润同比 | -8.6% | -82.8% |
| 每股收益（稀释后） | $0.99 | $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
| Q4 25 | — | $343.8M | ||
| Q3 25 | $332.6M | $410.2M | ||
| Q2 25 | $322.6M | $454.3M | ||
| Q1 25 | $271.9M | $356.1M | ||
| Q4 24 | $295.8M | $362.6M | ||
| Q3 24 | $303.3M | $426.8M | ||
| Q2 24 | $310.9M | $440.0M | ||
| Q1 24 | $251.1M | $359.7M |
| Q4 25 | — | $883.0K | ||
| Q3 25 | $37.2M | $11.4M | ||
| Q2 25 | $34.6M | $44.2M | ||
| Q1 25 | $27.1M | $4.8M | ||
| Q4 24 | $31.0M | $5.1M | ||
| Q3 24 | $40.7M | $29.6M | ||
| Q2 24 | $27.0M | $36.3M | ||
| Q1 24 | $27.2M | $13.3M |
| Q4 25 | — | 27.9% | ||
| Q3 25 | 23.2% | 31.7% | ||
| Q2 25 | 23.9% | 33.0% | ||
| Q1 25 | 23.4% | 26.9% | ||
| Q4 24 | 22.0% | 25.9% | ||
| Q3 24 | 25.5% | 31.8% | ||
| Q2 24 | 24.6% | 33.6% | ||
| Q1 24 | 26.5% | 30.1% |
| Q4 25 | — | 0.2% | ||
| Q3 25 | 12.2% | 2.8% | ||
| Q2 25 | 11.1% | 13.3% | ||
| Q1 25 | 10.4% | 1.7% | ||
| Q4 24 | 9.3% | 1.7% | ||
| Q3 24 | 13.4% | 9.3% | ||
| Q2 24 | 8.8% | 11.4% | ||
| Q1 24 | 13.9% | 5.0% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | 11.2% | 2.8% | ||
| Q2 25 | 10.7% | 9.7% | ||
| Q1 25 | 10.0% | 1.4% | ||
| Q4 24 | 10.5% | 1.4% | ||
| Q3 24 | 13.4% | 6.9% | ||
| Q2 24 | 8.7% | 8.3% | ||
| Q1 24 | 10.8% | 3.7% |
| Q4 25 | — | $0.05 | ||
| Q3 25 | $0.99 | $0.59 | ||
| Q2 25 | $0.91 | $2.26 | ||
| Q1 25 | $0.68 | $0.25 | ||
| Q4 24 | $0.76 | $0.26 | ||
| Q3 24 | $0.98 | $1.52 | ||
| Q2 24 | $0.65 | $1.87 | ||
| Q1 24 | $0.66 | $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 | $365.9M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $457.3M | $912.9M |
| 总资产 | $1.1B | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | — | $66.8M | ||
| Q3 25 | $365.9M | $105.9M | ||
| Q2 25 | $303.0M | $77.4M | ||
| Q1 25 | $286.8M | $48.5M | ||
| Q4 24 | $302.4M | $73.6M | ||
| Q3 24 | $259.8M | $73.4M | ||
| Q2 24 | $207.8M | $64.0M | ||
| Q1 24 | $195.3M | $43.6M |
| Q4 25 | — | $912.9M | ||
| Q3 25 | $457.3M | $966.7M | ||
| Q2 25 | $431.4M | $969.9M | ||
| Q1 25 | $412.9M | $935.0M | ||
| Q4 24 | $405.2M | $946.8M | ||
| Q3 24 | $400.4M | $957.0M | ||
| Q2 24 | $358.4M | $937.9M | ||
| Q1 24 | $317.8M | $915.7M |
| Q4 25 | — | $1.3B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $977.6M | $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 | $78.3M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $77.1M | $17.0M |
| 自由现金流率自由现金流/营收 | 23.2% | 4.9% |
| 资本支出强度资本支出/营收 | 0.4% | 5.5% |
| 现金转化率经营现金流/净利润 | 2.10× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $188.1M | $83.1M |
8季度趋势，按日历期对齐
| Q4 25 | — | $36.0M | ||
| Q3 25 | $78.3M | $66.4M | ||
| Q2 25 | $38.6M | $51.2M | ||
| Q1 25 | $9.4M | $12.3M | ||
| Q4 24 | $68.4M | $35.2M | ||
| Q3 24 | $55.2M | $46.3M | ||
| Q2 24 | $19.1M | $65.0M | ||
| Q1 24 | $15.3M | $12.7M |
| Q4 25 | — | $17.0M | ||
| Q3 25 | $77.1M | $44.8M | ||
| Q2 25 | $37.0M | $28.5M | ||
| Q1 25 | $7.0M | $-7.2M | ||
| Q4 24 | $66.9M | $16.1M | ||
| Q3 24 | $51.4M | $29.1M | ||
| Q2 24 | $12.9M | $45.3M | ||
| Q1 24 | $11.3M | $-4.0M |
| Q4 25 | — | 4.9% | ||
| Q3 25 | 23.2% | 10.9% | ||
| Q2 25 | 11.5% | 6.3% | ||
| Q1 25 | 2.6% | -2.0% | ||
| Q4 24 | 22.6% | 4.4% | ||
| Q3 24 | 16.9% | 6.8% | ||
| Q2 24 | 4.2% | 10.3% | ||
| Q1 24 | 4.5% | -1.1% |
| Q4 25 | — | 5.5% | ||
| Q3 25 | 0.4% | 5.3% | ||
| Q2 25 | 0.5% | 5.0% | ||
| Q1 25 | 0.9% | 5.5% | ||
| Q4 24 | 0.5% | 5.3% | ||
| Q3 24 | 1.3% | 4.0% | ||
| Q2 24 | 2.0% | 4.5% | ||
| Q1 24 | 1.6% | 4.6% |
| Q4 25 | — | 40.73× | ||
| Q3 25 | 2.10× | 5.84× | ||
| Q2 25 | 1.12× | 1.16× | ||
| Q1 25 | 0.35× | 2.55× | ||
| Q4 24 | 2.21× | 6.84× | ||
| Q3 24 | 1.36× | 1.56× | ||
| Q2 24 | 0.71× | 1.79× | ||
| Q1 24 | 0.56× | 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
GCT
| Services | $108.4M | 33% |
| Transferred Over Time | $89.8M | 27% |
| Product Sales To B | $50.1M | 15% |
| Last Mile Delivery Service | $49.2M | 15% |
| Warehousing Service | $14.2M | 4% |
| Ocean Transportation Service | $9.0M | 3% |
| Platform Commission | $4.9M | 1% |
| Drayage Service | $3.2M | 1% |
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% |
