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INNOSPEC INC.(IOSP)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
INNOSPEC INC.的季度营收约是J&J SNACK FOODS CORP的1.3倍($453.2M vs $343.8M),INNOSPEC INC.净利率更高(6.8% vs 0.3%,领先6.5%),INNOSPEC INC.同比增速更快(2.8% vs -5.2%),过去两年INNOSPEC INC.的营收复合增速更高(2.1% vs -2.2%)
Innospec Inc.是一家美国特种化学品企业,前身为奥克泰尔公司及联合奥克泰尔有限公司,旗下设有三大业务板块:高性能化学品业务覆盖个人护理、家居护理、农化、采矿及工业市场;燃料特种化学品业务专注于生产和供应燃油添加剂;油田服务业务则提供钻井、完井及采油相关化学品。
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。
IOSP vs JJSF — 直观对比
营收规模更大
IOSP
是对方的1.3倍
$343.8M
营收增速更快
IOSP
高出8.0%
-5.2%
净利率更高
IOSP
高出6.5%
0.3%
两年增速更快
IOSP
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $453.2M | $343.8M |
| 净利润 | $30.8M | $883.0K |
| 毛利率 | 27.3% | 27.9% |
| 营业利润率 | 8.1% | 0.2% |
| 净利率 | 6.8% | 0.3% |
| 营收同比 | 2.8% | -5.2% |
| 净利润同比 | -8.3% | -82.8% |
| 每股收益(稀释后) | $1.22 | $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
IOSP
JJSF
| Q1 26 | $453.2M | — | ||
| Q4 25 | $455.6M | $343.8M | ||
| Q3 25 | $441.9M | $410.2M | ||
| Q2 25 | $439.7M | $454.3M | ||
| Q1 25 | $440.8M | $356.1M | ||
| Q4 24 | $466.8M | $362.6M | ||
| Q3 24 | $443.4M | $426.8M | ||
| Q2 24 | $435.0M | $440.0M |
净利润
IOSP
JJSF
| Q1 26 | $30.8M | — | ||
| Q4 25 | $47.4M | $883.0K | ||
| Q3 25 | $12.9M | $11.4M | ||
| Q2 25 | $23.5M | $44.2M | ||
| Q1 25 | $32.8M | $4.8M | ||
| Q4 24 | $-70.4M | $5.1M | ||
| Q3 24 | $33.4M | $29.6M | ||
| Q2 24 | $31.2M | $36.3M |
毛利率
IOSP
JJSF
| Q1 26 | 27.3% | — | ||
| Q4 25 | 28.0% | 27.9% | ||
| Q3 25 | 26.4% | 31.7% | ||
| Q2 25 | 28.0% | 33.0% | ||
| Q1 25 | 28.4% | 26.9% | ||
| Q4 24 | 29.2% | 25.9% | ||
| Q3 24 | 28.0% | 31.8% | ||
| Q2 24 | 29.2% | 33.6% |
营业利润率
IOSP
JJSF
| Q1 26 | 8.1% | — | ||
| Q4 25 | 10.3% | 0.2% | ||
| Q3 25 | 1.3% | 2.8% | ||
| Q2 25 | 7.8% | 13.3% | ||
| Q1 25 | 9.6% | 1.7% | ||
| Q4 24 | 8.8% | 1.7% | ||
| Q3 24 | 10.3% | 9.3% | ||
| Q2 24 | 9.4% | 11.4% |
净利率
IOSP
JJSF
| Q1 26 | 6.8% | — | ||
| Q4 25 | 10.4% | 0.3% | ||
| Q3 25 | 2.9% | 2.8% | ||
| Q2 25 | 5.3% | 9.7% | ||
| Q1 25 | 7.4% | 1.4% | ||
| Q4 24 | -15.1% | 1.4% | ||
| Q3 24 | 7.5% | 6.9% | ||
| Q2 24 | 7.2% | 8.3% |
每股收益(稀释后)
IOSP
JJSF
| Q1 26 | $1.22 | — | ||
| Q4 25 | $1.90 | $0.05 | ||
| Q3 25 | $0.52 | $0.59 | ||
| Q2 25 | $0.94 | $2.26 | ||
| Q1 25 | $1.31 | $0.25 | ||
| Q4 24 | $-2.80 | $0.26 | ||
| Q3 24 | $1.33 | $1.52 | ||
| Q2 24 | $1.24 | $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 | $289.1M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $912.9M |
| 总资产 | $1.8B | $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
IOSP
JJSF
| Q1 26 | $289.1M | — | ||
| Q4 25 | $292.5M | $66.8M | ||
| Q3 25 | $270.8M | $105.9M | ||
| Q2 25 | $266.6M | $77.4M | ||
| Q1 25 | $299.8M | $48.5M | ||
| Q4 24 | $289.2M | $73.6M | ||
| Q3 24 | $303.8M | $73.4M | ||
| Q2 24 | $240.2M | $64.0M |
股东权益
IOSP
JJSF
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $912.9M | ||
| Q3 25 | $1.3B | $966.7M | ||
| Q2 25 | $1.3B | $969.9M | ||
| Q1 25 | $1.3B | $935.0M | ||
| Q4 24 | $1.2B | $946.8M | ||
| Q3 24 | $1.2B | $957.0M | ||
| Q2 24 | $1.2B | $937.9M |
总资产
IOSP
JJSF
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.8B | $1.3B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B |
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 | $17.6M | $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 | 2.0% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.57× | 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
IOSP
JJSF
| Q1 26 | $17.6M | — | ||
| Q4 25 | $61.4M | $36.0M | ||
| Q3 25 | $39.3M | $66.4M | ||
| Q2 25 | $9.3M | $51.2M | ||
| Q1 25 | $28.3M | $12.3M | ||
| Q4 24 | $25.7M | $35.2M | ||
| Q3 24 | $73.5M | $46.3M | ||
| Q2 24 | $4.7M | $65.0M |
自由现金流
IOSP
JJSF
| Q1 26 | — | — | ||
| Q4 25 | $46.8M | $17.0M | ||
| Q3 25 | $25.0M | $44.8M | ||
| Q2 25 | $-3.7M | $28.5M | ||
| Q1 25 | $19.9M | $-7.2M | ||
| Q4 24 | $13.6M | $16.1M | ||
| Q3 24 | $65.8M | $29.1M | ||
| Q2 24 | $-6.2M | $45.3M |
自由现金流率
IOSP
JJSF
| Q1 26 | — | — | ||
| Q4 25 | 10.3% | 4.9% | ||
| Q3 25 | 5.7% | 10.9% | ||
| Q2 25 | -0.8% | 6.3% | ||
| Q1 25 | 4.5% | -2.0% | ||
| Q4 24 | 2.9% | 4.4% | ||
| Q3 24 | 14.8% | 6.8% | ||
| Q2 24 | -1.4% | 10.3% |
资本支出强度
IOSP
JJSF
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.2% | 5.5% | ||
| Q3 25 | 3.2% | 5.3% | ||
| Q2 25 | 3.0% | 5.0% | ||
| Q1 25 | 1.9% | 5.5% | ||
| Q4 24 | 2.6% | 5.3% | ||
| Q3 24 | 1.7% | 4.0% | ||
| Q2 24 | 2.5% | 4.5% |
现金转化率
IOSP
JJSF
| Q1 26 | 0.57× | — | ||
| Q4 25 | 1.30× | 40.73× | ||
| Q3 25 | 3.05× | 5.84× | ||
| Q2 25 | 0.40× | 1.16× | ||
| Q1 25 | 0.86× | 2.55× | ||
| Q4 24 | — | 6.84× | ||
| Q3 24 | 2.20× | 1.56× | ||
| Q2 24 | 0.15× | 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
IOSP
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% |