vs
null（JACK）与Orthofix Medical Inc.（OFIX）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Orthofix Medical Inc.的1.6倍（$349.5M vs $219.9M），null净利率更高（-0.7% vs -1.0%，领先0.3%），Orthofix Medical Inc.同比增速更快（2.0% vs -25.5%），Orthofix Medical Inc.自由现金流更多（$16.8M vs $7.3M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% 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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
JACK vs OFIX — 直观对比
营收规模更大
JACK
是对方的1.6倍
$219.9M
营收增速更快
OFIX
高出27.5%
-25.5%
净利率更高
JACK
高出0.3%
-1.0%
自由现金流更多
OFIX
多$9.5M
$7.3M
两年增速更快
OFIX
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $219.9M |
| 净利润 | $-2.5M | $-2.2M |
| 毛利率 | — | 71.1% |
| 营业利润率 | 13.3% | 0.2% |
| 净利率 | -0.7% | -1.0% |
| 营收同比 | -25.5% | 2.0% |
| 净利润同比 | -107.3% | 92.4% |
| 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JACKOFIX
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $219.9M | ||
| Q3 25 | — | $205.6M | ||
| Q2 25 | $336.7M | $203.1M | ||
| Q1 25 | $371.1M | $193.6M | ||
| Q4 24 | — | $215.7M | ||
| Q3 24 | — | $196.6M | ||
| Q2 24 | $365.3M | $198.6M |
净利润JACKOFIX
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $-2.2M | ||
| Q3 25 | — | $-22.8M | ||
| Q2 25 | $-142.2M | $-14.1M | ||
| Q1 25 | $33.7M | $-53.1M | ||
| Q4 24 | — | $-29.1M | ||
| Q3 24 | — | $-27.4M | ||
| Q2 24 | $25.0M | $-33.4M |
毛利率JACKOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 71.1% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 68.7% | ||
| Q1 25 | — | 62.8% | ||
| Q4 24 | — | 69.0% | ||
| Q3 24 | — | 68.7% | ||
| Q2 24 | — | 67.8% |
营业利润率JACKOFIX
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | -8.3% | ||
| Q2 25 | -46.7% | -7.9% | ||
| Q1 25 | 19.0% | -25.2% | ||
| Q4 24 | — | -5.3% | ||
| Q3 24 | — | -9.6% | ||
| Q2 24 | 14.8% | -12.5% |
净利率JACKOFIX
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | -1.0% | ||
| Q3 25 | — | -11.1% | ||
| Q2 25 | -42.2% | -6.9% | ||
| Q1 25 | 9.1% | -27.4% | ||
| Q4 24 | — | -13.5% | ||
| Q3 24 | — | -13.9% | ||
| Q2 24 | 6.8% | -16.8% |
每股收益（稀释后）JACKOFIX
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $-0.05 | ||
| Q3 25 | — | $-0.57 | ||
| Q2 25 | $-7.47 | $-0.36 | ||
| Q1 25 | $1.75 | $-1.35 | ||
| Q4 24 | — | $-0.76 | ||
| Q3 24 | — | $-0.71 | ||
| Q2 24 | $1.26 | $-0.88 |
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 | — | $82.0M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $-936.0M | $450.0M |
| 总资产 | $2.0B | $850.6M |
| 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JACKOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | $82.0M | ||
| Q3 25 | — | $62.9M | ||
| Q2 25 | — | $65.6M | ||
| Q1 25 | — | $58.0M | ||
| Q4 24 | — | $83.2M | ||
| Q3 24 | — | $30.1M | ||
| Q2 24 | — | $26.4M |
总债务JACKOFIX
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | $1.7B | $157.0M | ||
| Q1 25 | $1.7B | $156.9M | ||
| Q4 24 | — | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | $1.7B | $118.0M |
股东权益JACKOFIX
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $450.0M | ||
| Q3 25 | — | $442.5M | ||
| Q2 25 | $-976.2M | $458.3M | ||
| Q1 25 | $-827.1M | $458.3M | ||
| Q4 24 | — | $503.1M | ||
| Q3 24 | — | $525.9M | ||
| Q2 24 | $-702.6M | $546.0M |
总资产JACKOFIX
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $850.6M | ||
| Q3 25 | — | $832.6M | ||
| Q2 25 | $2.6B | $837.2M | ||
| Q1 25 | $2.8B | $823.1M | ||
| Q4 24 | — | $893.3M | ||
| Q3 24 | — | $867.9M | ||
| Q2 24 | $2.9B | $882.0M |
负债/权益比JACKOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $16.8M |
| 自由现金流率自由现金流/营收 | 2.1% | 7.6% |
| 资本支出强度资本支出/营收 | 6.6% | 4.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $34.8M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流JACKOFIX
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $27.7M | ||
| Q3 25 | — | $12.4M | ||
| Q2 25 | $-36.8M | $11.6M | ||
| Q1 25 | $105.7M | $-18.4M | ||
| Q4 24 | — | $23.7M | ||
| Q3 24 | — | $11.7M | ||
| Q2 24 | $16.7M | $9.0M |
自由现金流JACKOFIX
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $2.5M | ||
| Q2 25 | $-63.2M | $4.5M | ||
| Q1 25 | $84.4M | $-25.1M | ||
| Q4 24 | — | $15.2M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | $6.4M | $-360.0K |
自由现金流率JACKOFIX
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | -18.8% | 2.2% | ||
| Q1 25 | 22.7% | -13.0% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | 1.8% | -0.2% |
资本支出强度JACKOFIX
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | 7.9% | 3.5% | ||
| Q1 25 | 5.7% | 3.5% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | 2.8% | 4.7% |
现金转化率JACKOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.14× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.67× | — |
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% |
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
