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IREN Ltd（IREN）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IREN Ltd的1.9倍（$343.8M vs $184.7M），J&J SNACK FOODS CORP净利率更高（0.3% vs -84.1%，领先84.4%），IREN Ltd同比增速更快（59.0% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-468.0M）
IREN Ltd是一家垂直整合的数据中心企业，依托可再生能源为比特币、人工智能等前沿领域发展提供算力支撑，旗下设施策略性布局于美国及加拿大境内可再生能源丰富、光纤网络完善的区域。
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。
IREN vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.9倍
$184.7M
营收增速更快
IREN
高出64.2%
-5.2%
净利率更高
JJSF
高出84.4%
-84.1%
自由现金流更多
JJSF
多$485.0M
$-468.0M
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $184.7M | $343.8M |
| 净利润 | $-155.4M | $883.0K |
| 毛利率 | 64.4% | 27.9% |
| 营业利润率 | -63.0% | 0.2% |
| 净利率 | -84.1% | 0.3% |
| 营收同比 | 59.0% | -5.2% |
| 净利润同比 | -610.0% | -82.8% |
| 每股收益（稀释后） | $-0.52 | $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IRENJJSF
| Q4 25 | $184.7M | $343.8M | ||
| Q3 25 | $240.3M | $410.2M | ||
| Q2 25 | — | $454.3M | ||
| Q1 25 | — | $356.1M | ||
| Q4 24 | $116.1M | $362.6M | ||
| Q3 24 | $52.8M | $426.8M | ||
| Q2 24 | — | $440.0M | ||
| Q1 24 | $54.3M | $359.7M |
净利润IRENJJSF
| Q4 25 | $-155.4M | $883.0K | ||
| Q3 25 | $384.6M | $11.4M | ||
| Q2 25 | — | $44.2M | ||
| Q1 25 | — | $4.8M | ||
| Q4 24 | $-21.9M | $5.1M | ||
| Q3 24 | $-51.7M | $29.6M | ||
| Q2 24 | — | $36.3M | ||
| Q1 24 | $8.6M | $13.3M |
毛利率IRENJJSF
| Q4 25 | 64.4% | 27.9% | ||
| Q3 25 | 66.4% | 31.7% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | 26.9% | ||
| Q4 24 | 72.2% | 25.9% | ||
| Q3 24 | 39.6% | 31.8% | ||
| Q2 24 | — | 33.6% | ||
| Q1 24 | — | 30.1% |
营业利润率IRENJJSF
| Q4 25 | -63.0% | 0.2% | ||
| Q3 25 | -31.8% | 2.8% | ||
| Q2 25 | — | 13.3% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | 14.9% | 1.7% | ||
| Q3 24 | -89.2% | 9.3% | ||
| Q2 24 | — | 11.4% | ||
| Q1 24 | 11.1% | 5.0% |
净利率IRENJJSF
| Q4 25 | -84.1% | 0.3% | ||
| Q3 25 | 160.1% | 2.8% | ||
| Q2 25 | — | 9.7% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | -18.8% | 1.4% | ||
| Q3 24 | -98.0% | 6.9% | ||
| Q2 24 | — | 8.3% | ||
| Q1 24 | 15.9% | 3.7% |
每股收益（稀释后）IRENJJSF
| Q4 25 | $-0.52 | $0.05 | ||
| Q3 25 | $1.08 | $0.59 | ||
| Q2 25 | — | $2.26 | ||
| Q1 25 | — | $0.25 | ||
| Q4 24 | $-0.10 | $0.26 | ||
| Q3 24 | $-0.27 | $1.52 | ||
| Q2 24 | — | $1.87 | ||
| Q1 24 | $0.00 | $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 | $3.3B | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.5B | $912.9M |
| 总资产 | $7.0B | $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IRENJJSF
| Q4 25 | $3.3B | $66.8M | ||
| Q3 25 | $1.0B | $105.9M | ||
| Q2 25 | — | $77.4M | ||
| Q1 25 | — | $48.5M | ||
| Q4 24 | $427.3M | $73.6M | ||
| Q3 24 | $98.6M | $73.4M | ||
| Q2 24 | — | $64.0M | ||
| Q1 24 | $259.7M | $43.6M |
股东权益IRENJJSF
| Q4 25 | $2.5B | $912.9M | ||
| Q3 25 | $2.9B | $966.7M | ||
| Q2 25 | — | $969.9M | ||
| Q1 25 | — | $935.0M | ||
| Q4 24 | $1.2B | $946.8M | ||
| Q3 24 | $1.1B | $957.0M | ||
| Q2 24 | — | $937.9M | ||
| Q1 24 | $677.2M | $915.7M |
总资产IRENJJSF
| Q4 25 | $7.0B | $1.3B | ||
| Q3 25 | $4.3B | $1.4B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | $723.6M | $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 | $71.7M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $-468.0M | $17.0M |
| 自由现金流率自由现金流/营收 | -253.4% | 4.9% |
| 资本支出强度资本支出/营收 | 292.2% | 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 | $-701.2M | $83.1M |
8季度趋势，按日历期对齐
经营现金流IRENJJSF
| Q4 25 | $71.7M | $36.0M | ||
| Q3 25 | $142.4M | $66.4M | ||
| Q2 25 | — | $51.2M | ||
| Q1 25 | — | $12.3M | ||
| Q4 24 | $53.6M | $35.2M | ||
| Q3 24 | $-3.9M | $46.3M | ||
| Q2 24 | — | $65.0M | ||
| Q1 24 | $-27.1M | $12.7M |
自由现金流IRENJJSF
| Q4 25 | $-468.0M | $17.0M | ||
| Q3 25 | $-38.0M | $44.8M | ||
| Q2 25 | — | $28.5M | ||
| Q1 25 | — | $-7.2M | ||
| Q4 24 | $-85.5M | $16.1M | ||
| Q3 24 | $-109.7M | $29.1M | ||
| Q2 24 | — | $45.3M | ||
| Q1 24 | $-108.3M | $-4.0M |
自由现金流率IRENJJSF
| Q4 25 | -253.4% | 4.9% | ||
| Q3 25 | -15.8% | 10.9% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | -73.6% | 4.4% | ||
| Q3 24 | -208.0% | 6.8% | ||
| Q2 24 | — | 10.3% | ||
| Q1 24 | -199.4% | -1.1% |
资本支出强度IRENJJSF
| Q4 25 | 292.2% | 5.5% | ||
| Q3 25 | 75.0% | 5.3% | ||
| Q2 25 | — | 5.0% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | 119.7% | 5.3% | ||
| Q3 24 | 200.6% | 4.0% | ||
| Q2 24 | — | 4.5% | ||
| Q1 24 | 149.5% | 4.6% |
现金转化率IRENJJSF
| Q4 25 | — | 40.73× | ||
| Q3 25 | 0.37× | 5.84× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 6.84× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | — | 1.79× | ||
| Q1 24 | -3.13× | 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
IREN
| Bitcoin Mining Revenue | $167.4M | 91% |
| AI Cloud Services | $17.3M | 9% |
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% |
