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Invitation Homes（INVH）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
Invitation Homes的季度营收约是J&J SNACK FOODS CORP的2.0倍（$685.3M vs $343.8M），Invitation Homes净利率更高（21.1% vs 0.3%，领先20.8%），Invitation Homes同比增速更快（4.0% vs -5.2%），Invitation Homes自由现金流更多（$122.4M vs $17.0M），过去两年Invitation Homes的营收复合增速更高（3.0% vs -2.2%）
Invitation Homes是纽交所上市企业，总部位于美国得克萨斯州达拉斯市林肯中心大厦，由Dallas B. Tanner出任首席执行官。截至2024年7月，公司在全美16个市场持有约8.4万套独栋出租住宅，是美国规模最大的独栋住宅租赁业主，17%的租金收入来自加利福尼亚州。
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。
INVH vs JJSF — 直观对比
营收规模更大
INVH
是对方的2.0倍
$343.8M
营收增速更快
INVH
高出9.2%
-5.2%
净利率更高
INVH
高出20.8%
0.3%
自由现金流更多
INVH
多$105.4M
$17.0M
两年增速更快
INVH
近两年复合增速
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $685.3M | $343.8M |
| 净利润 | $144.6M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | — | 0.2% |
| 净利率 | 21.1% | 0.3% |
| 营收同比 | 4.0% | -5.2% |
| 净利润同比 | 1.0% | -82.8% |
| 每股收益（稀释后） | $0.24 | $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INVHJJSF
| Q4 25 | $685.3M | $343.8M | ||
| Q3 25 | $688.2M | $410.2M | ||
| Q2 25 | $681.4M | $454.3M | ||
| Q1 25 | $674.5M | $356.1M | ||
| Q4 24 | $659.1M | $362.6M | ||
| Q3 24 | $660.3M | $426.8M | ||
| Q2 24 | $653.5M | $440.0M | ||
| Q1 24 | $646.0M | $359.7M |
净利润INVHJJSF
| Q4 25 | $144.6M | $883.0K | ||
| Q3 25 | $136.7M | $11.4M | ||
| Q2 25 | $140.9M | $44.2M | ||
| Q1 25 | $165.7M | $4.8M | ||
| Q4 24 | $143.1M | $5.1M | ||
| Q3 24 | $95.3M | $29.6M | ||
| Q2 24 | $73.2M | $36.3M | ||
| Q1 24 | $142.3M | $13.3M |
毛利率INVHJJSF
| Q4 25 | — | 27.9% | ||
| Q3 25 | — | 31.7% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | 26.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | — | 31.8% | ||
| Q2 24 | — | 33.6% | ||
| Q1 24 | — | 30.1% |
营业利润率INVHJJSF
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 13.3% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | — | 11.4% | ||
| Q1 24 | — | 5.0% |
净利率INVHJJSF
| Q4 25 | 21.1% | 0.3% | ||
| Q3 25 | 19.9% | 2.8% | ||
| Q2 25 | 20.7% | 9.7% | ||
| Q1 25 | 24.6% | 1.4% | ||
| Q4 24 | 21.7% | 1.4% | ||
| Q3 24 | 14.4% | 6.9% | ||
| Q2 24 | 11.2% | 8.3% | ||
| Q1 24 | 22.0% | 3.7% |
每股收益（稀释后）INVHJJSF
| Q4 25 | $0.24 | $0.05 | ||
| Q3 25 | $0.22 | $0.59 | ||
| Q2 25 | $0.23 | $2.26 | ||
| Q1 25 | $0.27 | $0.25 | ||
| Q4 24 | $0.24 | $0.26 | ||
| Q3 24 | $0.15 | $1.52 | ||
| Q2 24 | $0.12 | $1.87 | ||
| Q1 24 | $0.23 | $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 | $130.0M | $66.8M |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $9.5B | $912.9M |
| 总资产 | $18.7B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.88× | — |
8季度趋势，按日历期对齐
现金及短期投资INVHJJSF
| Q4 25 | $130.0M | $66.8M | ||
| Q3 25 | $155.4M | $105.9M | ||
| Q2 25 | $65.1M | $77.4M | ||
| Q1 25 | $84.4M | $48.5M | ||
| Q4 24 | $174.5M | $73.6M | ||
| Q3 24 | $1.0B | $73.4M | ||
| Q2 24 | $749.4M | $64.0M | ||
| Q1 24 | $738.1M | $43.6M |
总债务INVHJJSF
| Q4 25 | $8.4B | — | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $8.2B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.2B | — | ||
| Q3 24 | $9.0B | — | ||
| Q2 24 | $8.5B | — | ||
| Q1 24 | $8.5B | — |
股东权益INVHJJSF
| Q4 25 | $9.5B | $912.9M | ||
| Q3 25 | $9.6B | $966.7M | ||
| Q2 25 | $9.7B | $969.9M | ||
| Q1 25 | $9.7B | $935.0M | ||
| Q4 24 | $9.8B | $946.8M | ||
| Q3 24 | $9.9B | $957.0M | ||
| Q2 24 | $10.0B | $937.9M | ||
| Q1 24 | $10.1B | $915.7M |
总资产INVHJJSF
| Q4 25 | $18.7B | $1.3B | ||
| Q3 25 | $18.8B | $1.4B | ||
| Q2 25 | $18.7B | $1.4B | ||
| Q1 25 | $18.6B | $1.4B | ||
| Q4 24 | $18.7B | $1.3B | ||
| Q3 24 | $19.6B | $1.4B | ||
| Q2 24 | $19.2B | $1.4B | ||
| Q1 24 | $19.2B | $1.3B |
负债/权益比INVHJJSF
| Q4 25 | 0.88× | — | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.85× | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 0.84× | — | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.85× | — | ||
| Q1 24 | 0.84× | — |
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 | $128.7M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $122.4M | $17.0M |
| 自由现金流率自由现金流/营收 | 17.9% | 4.9% |
| 资本支出强度资本支出/营收 | 0.9% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.89× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $83.1M |
8季度趋势，按日历期对齐
经营现金流INVHJJSF
| Q4 25 | $128.7M | $36.0M | ||
| Q3 25 | $394.6M | $66.4M | ||
| Q2 25 | $382.5M | $51.2M | ||
| Q1 25 | $300.5M | $12.3M | ||
| Q4 24 | $132.8M | $35.2M | ||
| Q3 24 | $313.6M | $46.3M | ||
| Q2 24 | $369.8M | $65.0M | ||
| Q1 24 | $265.6M | $12.7M |
自由现金流INVHJJSF
| Q4 25 | $122.4M | $17.0M | ||
| Q3 25 | $387.8M | $44.8M | ||
| Q2 25 | $374.4M | $28.5M | ||
| Q1 25 | $293.3M | $-7.2M | ||
| Q4 24 | $125.0M | $16.1M | ||
| Q3 24 | $305.2M | $29.1M | ||
| Q2 24 | $363.8M | $45.3M | ||
| Q1 24 | $257.1M | $-4.0M |
自由现金流率INVHJJSF
| Q4 25 | 17.9% | 4.9% | ||
| Q3 25 | 56.4% | 10.9% | ||
| Q2 25 | 54.9% | 6.3% | ||
| Q1 25 | 43.5% | -2.0% | ||
| Q4 24 | 19.0% | 4.4% | ||
| Q3 24 | 46.2% | 6.8% | ||
| Q2 24 | 55.7% | 10.3% | ||
| Q1 24 | 39.8% | -1.1% |
资本支出强度INVHJJSF
| Q4 25 | 0.9% | 5.5% | ||
| Q3 25 | 1.0% | 5.3% | ||
| Q2 25 | 1.2% | 5.0% | ||
| Q1 25 | 1.1% | 5.5% | ||
| Q4 24 | 1.2% | 5.3% | ||
| Q3 24 | 1.3% | 4.0% | ||
| Q2 24 | 0.9% | 4.5% | ||
| Q1 24 | 1.3% | 4.6% |
现金转化率INVHJJSF
| Q4 25 | 0.89× | 40.73× | ||
| Q3 25 | 2.89× | 5.84× | ||
| Q2 25 | 2.71× | 1.16× | ||
| Q1 25 | 1.81× | 2.55× | ||
| Q4 24 | 0.93× | 6.84× | ||
| Q3 24 | 3.29× | 1.56× | ||
| Q2 24 | 5.05× | 1.79× | ||
| Q1 24 | 1.87× | 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
INVH
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% |
