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IAC Inc.(IAC)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
IAC Inc.的季度营收约是J&J SNACK FOODS CORP的1.2倍($422.9M vs $343.8M),J&J SNACK FOODS CORP净利率更高(0.3% vs -17.0%,领先17.3%),J&J SNACK FOODS CORP同比增速更快(-5.2% vs -12.2%),J&J SNACK FOODS CORP自由现金流更多($17.0M vs $2.0M),过去两年J&J SNACK FOODS CORP的营收复合增速更高(-2.2% vs -18.4%)
IAC Inc.是一家美国控股企业,业务覆盖媒体与互联网领域,在全球拥有多个知名品牌。公司前身是1996年成立的HSN Inc.,当时作为家庭购物频道Home Shopping Network和USA电视台的控股主体运营,1999年更名为USA Networks Inc.,2002年将旗下电视业务资产出售给威望迪集团。
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。
IAC vs JJSF — 直观对比
营收规模更大
IAC
是对方的1.2倍
$343.8M
营收增速更快
JJSF
高出7.0%
-12.2%
净利率更高
JJSF
高出17.3%
-17.0%
自由现金流更多
JJSF
多$15.0M
$2.0M
两年增速更快
JJSF
近两年复合增速
-18.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $422.9M | $343.8M |
| 净利润 | $-71.9M | $883.0K |
| 毛利率 | 99.9% | 27.9% |
| 营业利润率 | — | 0.2% |
| 净利率 | -17.0% | 0.3% |
| 营收同比 | -12.2% | -5.2% |
| 净利润同比 | 67.1% | -82.8% |
| 每股收益(稀释后) | $-0.94 | $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
IAC
JJSF
| Q1 26 | $422.9M | — | ||
| Q4 25 | $646.0M | $343.8M | ||
| Q3 25 | $589.8M | $410.2M | ||
| Q2 25 | $586.9M | $454.3M | ||
| Q1 25 | $570.5M | $356.1M | ||
| Q4 24 | $721.4M | $362.6M | ||
| Q3 24 | $642.0M | $426.8M | ||
| Q2 24 | $634.4M | $440.0M |
净利润
IAC
JJSF
| Q1 26 | $-71.9M | — | ||
| Q4 25 | $-76.8M | $883.0K | ||
| Q3 25 | $-21.9M | $11.4M | ||
| Q2 25 | $211.5M | $44.2M | ||
| Q1 25 | $-216.8M | $4.8M | ||
| Q4 24 | $-199.0M | $5.1M | ||
| Q3 24 | $-243.7M | $29.6M | ||
| Q2 24 | $-142.2M | $36.3M |
毛利率
IAC
JJSF
| Q1 26 | 99.9% | — | ||
| Q4 25 | 69.8% | 27.9% | ||
| Q3 25 | 64.8% | 31.7% | ||
| Q2 25 | 65.6% | 33.0% | ||
| Q1 25 | 64.0% | 26.9% | ||
| Q4 24 | 65.8% | 25.9% | ||
| Q3 24 | 62.1% | 31.8% | ||
| Q2 24 | 60.1% | 33.6% |
营业利润率
IAC
JJSF
| Q1 26 | — | — | ||
| Q4 25 | -17.5% | 0.2% | ||
| Q3 25 | -3.5% | 2.8% | ||
| Q2 25 | 0.1% | 13.3% | ||
| Q1 25 | 6.3% | 1.7% | ||
| Q4 24 | 6.7% | 1.7% | ||
| Q3 24 | 1.3% | 9.3% | ||
| Q2 24 | -3.4% | 11.4% |
净利率
IAC
JJSF
| Q1 26 | -17.0% | — | ||
| Q4 25 | -11.9% | 0.3% | ||
| Q3 25 | -3.7% | 2.8% | ||
| Q2 25 | 36.0% | 9.7% | ||
| Q1 25 | -38.0% | 1.4% | ||
| Q4 24 | -27.6% | 1.4% | ||
| Q3 24 | -38.0% | 6.9% | ||
| Q2 24 | -22.4% | 8.3% |
每股收益(稀释后)
IAC
JJSF
| Q1 26 | $-0.94 | — | ||
| Q4 25 | $-0.96 | $0.05 | ||
| Q3 25 | $-0.27 | $0.59 | ||
| Q2 25 | $2.57 | $2.26 | ||
| Q1 25 | $-2.64 | $0.25 | ||
| Q4 24 | $-2.36 | $0.26 | ||
| Q3 24 | $-2.93 | $1.52 | ||
| Q2 24 | $-1.71 | $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 | $1.1B | $66.8M |
| 总债务越低越好 | $24.5M | — |
| 股东权益账面价值 | $4.6B | $912.9M |
| 总资产 | $6.8B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势,按日历期对齐
现金及短期投资
IAC
JJSF
| Q1 26 | $1.1B | — | ||
| Q4 25 | $960.2M | $66.8M | ||
| Q3 25 | $1.0B | $105.9M | ||
| Q2 25 | $1.1B | $77.4M | ||
| Q1 25 | $1.2B | $48.5M | ||
| Q4 24 | $1.4B | $73.6M | ||
| Q3 24 | $1.3B | $73.4M | ||
| Q2 24 | $1.3B | $64.0M |
总债务
IAC
JJSF
| Q1 26 | $24.5M | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
IAC
JJSF
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.7B | $912.9M | ||
| Q3 25 | $4.8B | $966.7M | ||
| Q2 25 | $4.9B | $969.9M | ||
| Q1 25 | $4.7B | $935.0M | ||
| Q4 24 | $5.6B | $946.8M | ||
| Q3 24 | $5.8B | $957.0M | ||
| Q2 24 | $6.0B | $937.9M |
总资产
IAC
JJSF
| Q1 26 | $6.8B | — | ||
| Q4 25 | $7.1B | $1.3B | ||
| Q3 25 | $7.2B | $1.4B | ||
| Q2 25 | $7.4B | $1.4B | ||
| Q1 25 | $7.2B | $1.4B | ||
| Q4 24 | $9.7B | $1.3B | ||
| Q3 24 | $9.8B | $1.4B | ||
| Q2 24 | $10.2B | $1.4B |
负债/权益比
IAC
JJSF
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.30× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $5.4M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $2.0M | $17.0M |
| 自由现金流率自由现金流/营收 | 0.5% | 4.9% |
| 资本支出强度资本支出/营收 | 1.9% | 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 | $51.4M | $83.1M |
8季度趋势,按日历期对齐
经营现金流
IAC
JJSF
| Q1 26 | $5.4M | — | ||
| Q4 25 | $36.6M | $36.0M | ||
| Q3 25 | $30.1M | $66.4M | ||
| Q2 25 | $-2.8M | $51.2M | ||
| Q1 25 | $63.0K | $12.3M | ||
| Q4 24 | $110.1M | $35.2M | ||
| Q3 24 | $95.3M | $46.3M | ||
| Q2 24 | $85.0M | $65.0M |
自由现金流
IAC
JJSF
| Q1 26 | $2.0M | — | ||
| Q4 25 | $31.4M | $17.0M | ||
| Q3 25 | $25.3M | $44.8M | ||
| Q2 25 | $-7.2M | $28.5M | ||
| Q1 25 | $-4.6M | $-7.2M | ||
| Q4 24 | $104.8M | $16.1M | ||
| Q3 24 | $92.0M | $29.1M | ||
| Q2 24 | $81.6M | $45.3M |
自由现金流率
IAC
JJSF
| Q1 26 | 0.5% | — | ||
| Q4 25 | 4.9% | 4.9% | ||
| Q3 25 | 4.3% | 10.9% | ||
| Q2 25 | -1.2% | 6.3% | ||
| Q1 25 | -0.8% | -2.0% | ||
| Q4 24 | 14.5% | 4.4% | ||
| Q3 24 | 14.3% | 6.8% | ||
| Q2 24 | 12.9% | 10.3% |
资本支出强度
IAC
JJSF
| Q1 26 | 1.9% | — | ||
| Q4 25 | 0.8% | 5.5% | ||
| Q3 25 | 0.8% | 5.3% | ||
| Q2 25 | 0.8% | 5.0% | ||
| Q1 25 | 0.8% | 5.5% | ||
| Q4 24 | 0.7% | 5.3% | ||
| Q3 24 | 0.5% | 4.0% | ||
| Q2 24 | 0.5% | 4.5% |
现金转化率
IAC
JJSF
| Q1 26 | — | — | ||
| Q4 25 | — | 40.73× | ||
| Q3 25 | — | 5.84× | ||
| Q2 25 | -0.01× | 1.16× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 6.84× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | — | 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
IAC
| People Inc. (a) | $385.7M | 91% |
| Emerging & Other | $20.1M | 5% |
| Search | $17.1M | 4% |
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% |