vs
null（JACK）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
null的季度营收约是J&J SNACK FOODS CORP的1.0倍（$349.5M vs $343.8M），J&J SNACK FOODS CORP净利率更高（0.3% vs -0.7%，领先1.0%），J&J SNACK FOODS CORP同比增速更快（-5.2% vs -25.5%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $7.3M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -18.6%）
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
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。
JACK vs JJSF — 直观对比
营收规模更大
JACK
是对方的1.0倍
$343.8M
营收增速更快
JJSF
高出20.4%
-25.5%
净利率更高
JJSF
高出1.0%
-0.7%
自由现金流更多
JJSF
多$9.6M
$7.3M
两年增速更快
JJSF
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $343.8M |
| 净利润 | $-2.5M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | 13.3% | 0.2% |
| 净利率 | -0.7% | 0.3% |
| 营收同比 | -25.5% | -5.2% |
| 净利润同比 | -107.3% | -82.8% |
| 每股收益（稀释后） | $-0.13 | $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JACKJJSF
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $343.8M | ||
| Q3 25 | — | $410.2M | ||
| Q2 25 | $336.7M | $454.3M | ||
| Q1 25 | $371.1M | $356.1M | ||
| Q4 24 | — | $362.6M | ||
| Q3 24 | — | $426.8M | ||
| Q2 24 | $365.3M | $440.0M |
净利润JACKJJSF
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $883.0K | ||
| Q3 25 | — | $11.4M | ||
| Q2 25 | $-142.2M | $44.2M | ||
| Q1 25 | $33.7M | $4.8M | ||
| Q4 24 | — | $5.1M | ||
| Q3 24 | — | $29.6M | ||
| Q2 24 | $25.0M | $36.3M |
毛利率JACKJJSF
| Q1 26 | — | — | ||
| 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% |
营业利润率JACKJJSF
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | -46.7% | 13.3% | ||
| Q1 25 | 19.0% | 1.7% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | 14.8% | 11.4% |
净利率JACKJJSF
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | -42.2% | 9.7% | ||
| Q1 25 | 9.1% | 1.4% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | 6.8% | 8.3% |
每股收益（稀释后）JACKJJSF
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $0.05 | ||
| Q3 25 | — | $0.59 | ||
| Q2 25 | $-7.47 | $2.26 | ||
| Q1 25 | $1.75 | $0.25 | ||
| Q4 24 | — | $0.26 | ||
| Q3 24 | — | $1.52 | ||
| Q2 24 | $1.26 | $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 | — | $66.8M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $-936.0M | $912.9M |
| 总资产 | $2.0B | $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JACKJJSF
| Q1 26 | — | — | ||
| Q4 25 | — | $66.8M | ||
| Q3 25 | — | $105.9M | ||
| Q2 25 | — | $77.4M | ||
| Q1 25 | — | $48.5M | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | $73.4M | ||
| Q2 24 | — | $64.0M |
总债务JACKJJSF
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.7B | — |
股东权益JACKJJSF
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $912.9M | ||
| Q3 25 | — | $966.7M | ||
| Q2 25 | $-976.2M | $969.9M | ||
| Q1 25 | $-827.1M | $935.0M | ||
| Q4 24 | — | $946.8M | ||
| Q3 24 | — | $957.0M | ||
| Q2 24 | $-702.6M | $937.9M |
总资产JACKJJSF
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $2.6B | $1.4B | ||
| Q1 25 | $2.8B | $1.4B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $2.9B | $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 | $30.5M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $17.0M |
| 自由现金流率自由现金流/营收 | 2.1% | 4.9% |
| 资本支出强度资本支出/营收 | 6.6% | 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 | $34.8M | $83.1M |
8季度趋势，按日历期对齐
经营现金流JACKJJSF
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $36.0M | ||
| Q3 25 | — | $66.4M | ||
| Q2 25 | $-36.8M | $51.2M | ||
| Q1 25 | $105.7M | $12.3M | ||
| Q4 24 | — | $35.2M | ||
| Q3 24 | — | $46.3M | ||
| Q2 24 | $16.7M | $65.0M |
自由现金流JACKJJSF
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $17.0M | ||
| Q3 25 | — | $44.8M | ||
| Q2 25 | $-63.2M | $28.5M | ||
| Q1 25 | $84.4M | $-7.2M | ||
| Q4 24 | — | $16.1M | ||
| Q3 24 | — | $29.1M | ||
| Q2 24 | $6.4M | $45.3M |
自由现金流率JACKJJSF
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | -18.8% | 6.3% | ||
| Q1 25 | 22.7% | -2.0% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | 1.8% | 10.3% |
资本支出强度JACKJJSF
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | 7.9% | 5.0% | ||
| Q1 25 | 5.7% | 5.5% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | 2.8% | 4.5% |
现金转化率JACKJJSF
| Q1 26 | — | — | ||
| Q4 25 | — | 40.73× | ||
| Q3 25 | — | 5.84× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | 3.14× | 2.55× | ||
| Q4 24 | — | 6.84× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | 0.67× | 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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
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% |
