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Global-E Online Ltd.(GLBE)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
Global-E Online Ltd.的季度营收约是J&J SNACK FOODS CORP的1.8倍($625.5M vs $343.8M),Global-E Online Ltd.净利率更高(0.9% vs 0.3%,领先0.7%)
Global-E Online Ltd.是全球领先的跨境电商赋能平台,为直面消费者品牌及零售企业提供一站式跨境销售解决方案,覆盖本地化支付、清关、物流协调、税费核算等服务,助力客户拓展北美、欧洲及亚太等国际市场。
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。
GLBE vs JJSF — 直观对比
营收规模更大
GLBE
是对方的1.8倍
$343.8M
净利率更高
GLBE
高出0.7%
0.3%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $625.5M | $343.8M |
| 净利润 | $5.8M | $883.0K |
| 毛利率 | 45.0% | 27.9% |
| 营业利润率 | 1.3% | 0.2% |
| 净利率 | 0.9% | 0.3% |
| 营收同比 | — | -5.2% |
| 净利润同比 | — | -82.8% |
| 每股收益(稀释后) | — | $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
GLBE
JJSF
| Q4 25 | — | $343.8M | ||
| Q3 25 | $625.5M | $410.2M | ||
| Q2 25 | $404.8M | $454.3M | ||
| Q1 25 | $189.9M | $356.1M | ||
| Q4 24 | — | $362.6M | ||
| Q3 24 | $489.9M | $426.8M | ||
| Q2 24 | $313.9M | $440.0M | ||
| Q1 24 | $145.9M | $359.7M |
净利润
GLBE
JJSF
| Q4 25 | — | $883.0K | ||
| Q3 25 | $5.8M | $11.4M | ||
| Q2 25 | $-7.4M | $44.2M | ||
| Q1 25 | — | $4.8M | ||
| Q4 24 | — | $5.1M | ||
| Q3 24 | $-77.1M | $29.6M | ||
| Q2 24 | $-54.5M | $36.3M | ||
| Q1 24 | — | $13.3M |
毛利率
GLBE
JJSF
| Q4 25 | — | 27.9% | ||
| Q3 25 | 45.0% | 31.7% | ||
| Q2 25 | 44.9% | 33.0% | ||
| Q1 25 | 44.3% | 26.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | 45.1% | 31.8% | ||
| Q2 24 | 44.8% | 33.6% | ||
| Q1 24 | 43.4% | 30.1% |
营业利润率
GLBE
JJSF
| Q4 25 | — | 0.2% | ||
| Q3 25 | 1.3% | 2.8% | ||
| Q2 25 | -2.1% | 13.3% | ||
| Q1 25 | -10.1% | 1.7% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | -14.9% | 9.3% | ||
| Q2 24 | -16.6% | 11.4% | ||
| Q1 24 | -20.1% | 5.0% |
净利率
GLBE
JJSF
| Q4 25 | — | 0.3% | ||
| Q3 25 | 0.9% | 2.8% | ||
| Q2 25 | -1.8% | 9.7% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | -15.7% | 6.9% | ||
| Q2 24 | -17.4% | 8.3% | ||
| Q1 24 | — | 3.7% |
每股收益(稀释后)
GLBE
JJSF
| Q4 25 | — | $0.05 | ||
| Q3 25 | — | $0.59 | ||
| Q2 25 | — | $2.26 | ||
| Q1 25 | — | $0.25 | ||
| Q4 24 | — | $0.26 | ||
| Q3 24 | — | $1.52 | ||
| Q2 24 | — | $1.87 | ||
| Q1 24 | — | $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 | $251.4M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $933.0M | $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
GLBE
JJSF
| Q4 25 | — | $66.8M | ||
| Q3 25 | $251.4M | $105.9M | ||
| Q2 25 | $205.2M | $77.4M | ||
| Q1 25 | $207.7M | $48.5M | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | $207.3M | $73.4M | ||
| Q2 24 | $229.8M | $64.0M | ||
| Q1 24 | $181.9M | $43.6M |
股东权益
GLBE
JJSF
| Q4 25 | — | $912.9M | ||
| Q3 25 | $933.0M | $966.7M | ||
| Q2 25 | $909.1M | $969.9M | ||
| Q1 25 | $884.3M | $935.0M | ||
| Q4 24 | — | $946.8M | ||
| Q3 24 | $869.4M | $957.0M | ||
| Q2 24 | $878.7M | $937.9M | ||
| Q1 24 | $886.9M | $915.7M |
总资产
GLBE
JJSF
| Q4 25 | — | $1.3B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.1B | $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 | — | $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 | — | 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
GLBE
JJSF
| Q4 25 | — | $36.0M | ||
| Q3 25 | — | $66.4M | ||
| Q2 25 | — | $51.2M | ||
| Q1 25 | — | $12.3M | ||
| Q4 24 | — | $35.2M | ||
| Q3 24 | — | $46.3M | ||
| Q2 24 | — | $65.0M | ||
| Q1 24 | — | $12.7M |
自由现金流
GLBE
JJSF
| Q4 25 | — | $17.0M | ||
| Q3 25 | — | $44.8M | ||
| Q2 25 | — | $28.5M | ||
| Q1 25 | — | $-7.2M | ||
| Q4 24 | — | $16.1M | ||
| Q3 24 | — | $29.1M | ||
| Q2 24 | — | $45.3M | ||
| Q1 24 | — | $-4.0M |
自由现金流率
GLBE
JJSF
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 10.3% | ||
| Q1 24 | — | -1.1% |
资本支出强度
GLBE
JJSF
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 5.0% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 4.5% | ||
| Q1 24 | — | 4.6% |
现金转化率
GLBE
JJSF
| 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 | — | 0.96× |
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
GLBE
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% |