vs
null（GPRO）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null的1.7倍（$343.8M vs $201.7M），null同比增速更快（0.4% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $15.0M），过去两年null的营收复合增速更高（13.9% vs -2.2%）
GoPro, Inc.是2002年由尼克·伍德曼创立的美国科技企业，最初注册名为伍德曼实验室，总部坐落于加利福尼亚州圣马特奥。该公司主营运动相机生产制造，同时还自主开发配套移动端应用与视频编辑软件。
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。
GPRO vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.7倍
$201.7M
营收增速更快
GPRO
高出5.6%
-5.2%
自由现金流更多
JJSF
多$2.0M
$15.0M
两年增速更快
GPRO
近两年复合增速
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $201.7M | $343.8M |
| 净利润 | — | $883.0K |
| 毛利率 | 31.8% | 27.9% |
| 营业利润率 | -4.1% | 0.2% |
| 净利率 | — | 0.3% |
| 营收同比 | 0.4% | -5.2% |
| 净利润同比 | — | -82.8% |
| 每股收益（稀释后） | $-0.06 | $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GPROJJSF
| Q4 25 | $201.7M | $343.8M | ||
| Q3 25 | $162.9M | $410.2M | ||
| Q2 25 | $152.6M | $454.3M | ||
| Q1 25 | $134.3M | $356.1M | ||
| Q4 24 | $200.9M | $362.6M | ||
| Q3 24 | $258.9M | $426.8M | ||
| Q2 24 | $186.2M | $440.0M | ||
| Q1 24 | $155.5M | $359.7M |
净利润GPROJJSF
| Q4 25 | — | $883.0K | ||
| Q3 25 | $-21.3M | $11.4M | ||
| Q2 25 | $-16.4M | $44.2M | ||
| Q1 25 | $-46.7M | $4.8M | ||
| Q4 24 | — | $5.1M | ||
| Q3 24 | $-8.2M | $29.6M | ||
| Q2 24 | $-47.8M | $36.3M | ||
| Q1 24 | $-339.1M | $13.3M |
毛利率GPROJJSF
| Q4 25 | 31.8% | 27.9% | ||
| Q3 25 | 35.1% | 31.7% | ||
| Q2 25 | 35.8% | 33.0% | ||
| Q1 25 | 32.1% | 26.9% | ||
| Q4 24 | 34.7% | 25.9% | ||
| Q3 24 | 35.5% | 31.8% | ||
| Q2 24 | 30.5% | 33.6% | ||
| Q1 24 | 34.1% | 30.1% |
营业利润率GPROJJSF
| Q4 25 | -4.1% | 0.2% | ||
| Q3 25 | -9.8% | 2.8% | ||
| Q2 25 | -9.2% | 13.3% | ||
| Q1 25 | -33.7% | 1.7% | ||
| Q4 24 | -19.5% | 1.7% | ||
| Q3 24 | -3.1% | 9.3% | ||
| Q2 24 | -25.0% | 11.4% | ||
| Q1 24 | -26.6% | 5.0% |
净利率GPROJJSF
| Q4 25 | — | 0.3% | ||
| Q3 25 | -13.0% | 2.8% | ||
| Q2 25 | -10.8% | 9.7% | ||
| Q1 25 | -34.8% | 1.4% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | -3.2% | 6.9% | ||
| Q2 24 | -25.7% | 8.3% | ||
| Q1 24 | -218.1% | 3.7% |
每股收益（稀释后）GPROJJSF
| Q4 25 | $-0.06 | $0.05 | ||
| Q3 25 | $-0.13 | $0.59 | ||
| Q2 25 | $-0.10 | $2.26 | ||
| Q1 25 | $-0.30 | $0.25 | ||
| Q4 24 | $-0.22 | $0.26 | ||
| Q3 24 | $-0.05 | $1.52 | ||
| Q2 24 | $-0.31 | $1.87 | ||
| Q1 24 | $-2.24 | $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 | $49.7M | $66.8M |
| 总债务越低越好 | $44.3M | — |
| 股东权益账面价值 | $76.5M | $912.9M |
| 总资产 | $428.0M | $1.3B |
| 负债/权益比越低杠杆越低 | 0.58× | — |
8季度趋势，按日历期对齐
现金及短期投资GPROJJSF
| Q4 25 | $49.7M | $66.8M | ||
| Q3 25 | $152.8M | $105.9M | ||
| Q2 25 | $58.6M | $77.4M | ||
| Q1 25 | $69.6M | $48.5M | ||
| Q4 24 | $102.8M | $73.6M | ||
| Q3 24 | $130.2M | $73.4M | ||
| Q2 24 | $133.0M | $64.0M | ||
| Q1 24 | $133.7M | $43.6M |
总债务GPROJJSF
| Q4 25 | $44.3M | — | ||
| Q3 25 | $43.9M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $93.1M | — | ||
| Q2 24 | $92.9M | — | ||
| Q1 24 | $92.7M | — |
股东权益GPROJJSF
| Q4 25 | $76.5M | $912.9M | ||
| Q3 25 | $80.5M | $966.7M | ||
| Q2 25 | $97.9M | $969.9M | ||
| Q1 25 | $110.0M | $935.0M | ||
| Q4 24 | $151.7M | $946.8M | ||
| Q3 24 | $183.9M | $957.0M | ||
| Q2 24 | $184.7M | $937.9M | ||
| Q1 24 | $224.9M | $915.7M |
总资产GPROJJSF
| Q4 25 | $428.0M | $1.3B | ||
| Q3 25 | $538.6M | $1.4B | ||
| Q2 25 | $439.0M | $1.4B | ||
| Q1 25 | $462.5M | $1.4B | ||
| Q4 24 | $543.7M | $1.3B | ||
| Q3 24 | $661.6M | $1.4B | ||
| Q2 24 | $556.8M | $1.4B | ||
| Q1 24 | $575.8M | $1.3B |
负债/权益比GPROJJSF
| Q4 25 | 0.58× | — | ||
| Q3 25 | 0.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.50× | — | ||
| Q1 24 | 0.41× | — |
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 | $15.6M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $15.0M | $17.0M |
| 自由现金流率自由现金流/营收 | 7.4% | 4.9% |
| 资本支出强度资本支出/营收 | 0.3% | 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 | $-24.0M | $83.1M |
8季度趋势，按日历期对齐
经营现金流GPROJJSF
| Q4 25 | $15.6M | $36.0M | ||
| Q3 25 | $12.2M | $66.4M | ||
| Q2 25 | $8.8M | $51.2M | ||
| Q1 25 | $-57.2M | $12.3M | ||
| Q4 24 | $-25.1M | $35.2M | ||
| Q3 24 | $-2.2M | $46.3M | ||
| Q2 24 | $605.0K | $65.0M | ||
| Q1 24 | $-98.4M | $12.7M |
自由现金流GPROJJSF
| Q4 25 | $15.0M | $17.0M | ||
| Q3 25 | $11.2M | $44.8M | ||
| Q2 25 | $8.3M | $28.5M | ||
| Q1 25 | $-58.5M | $-7.2M | ||
| Q4 24 | $-25.5M | $16.1M | ||
| Q3 24 | $-4.2M | $29.1M | ||
| Q2 24 | $-111.0K | $45.3M | ||
| Q1 24 | $-99.4M | $-4.0M |
自由现金流率GPROJJSF
| Q4 25 | 7.4% | 4.9% | ||
| Q3 25 | 6.9% | 10.9% | ||
| Q2 25 | 5.4% | 6.3% | ||
| Q1 25 | -43.5% | -2.0% | ||
| Q4 24 | -12.7% | 4.4% | ||
| Q3 24 | -1.6% | 6.8% | ||
| Q2 24 | -0.1% | 10.3% | ||
| Q1 24 | -63.9% | -1.1% |
资本支出强度GPROJJSF
| Q4 25 | 0.3% | 5.5% | ||
| Q3 25 | 0.6% | 5.3% | ||
| Q2 25 | 0.3% | 5.0% | ||
| Q1 25 | 1.0% | 5.5% | ||
| Q4 24 | 0.2% | 5.3% | ||
| Q3 24 | 0.8% | 4.0% | ||
| Q2 24 | 0.4% | 4.5% | ||
| Q1 24 | 0.6% | 4.6% |
现金转化率GPROJJSF
| 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
GPRO
| Subscription And Services | $106.3M | 53% |
| Other | $95.4M | 47% |
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% |
