vs
null（JACK）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是null的1.2倍（$411.1M vs $349.5M），UiPath, Inc.净利率更高（48.4% vs -0.7%，领先49.1%），UiPath, Inc.同比增速更快（15.9% vs -25.5%），UiPath, Inc.自由现金流更多（$25.1M vs $7.3M），过去两年UiPath, Inc.的营收复合增速更高（0.7% 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。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
JACK vs PATH — 直观对比
营收规模更大
PATH
是对方的1.2倍
$349.5M
营收增速更快
PATH
高出41.5%
-25.5%
净利率更高
PATH
高出49.1%
-0.7%
自由现金流更多
PATH
多$17.8M
$7.3M
两年增速更快
PATH
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $411.1M |
| 净利润 | $-2.5M | $198.8M |
| 毛利率 | — | 83.3% |
| 营业利润率 | 13.3% | 3.2% |
| 净利率 | -0.7% | 48.4% |
| 营收同比 | -25.5% | 15.9% |
| 净利润同比 | -107.3% | 1966.2% |
| 每股收益（稀释后） | $-0.13 | $0.37 |
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JACKPATH
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $411.1M | ||
| Q3 25 | — | $361.7M | ||
| Q2 25 | $336.7M | $356.6M | ||
| Q1 25 | $371.1M | $423.6M | ||
| Q4 24 | — | $354.7M | ||
| Q3 24 | — | $316.3M | ||
| Q2 24 | $365.3M | $335.1M |
净利润JACKPATH
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $198.8M | ||
| Q3 25 | — | $1.6M | ||
| Q2 25 | $-142.2M | $-22.6M | ||
| Q1 25 | $33.7M | $51.8M | ||
| Q4 24 | — | $-10.7M | ||
| Q3 24 | — | $-86.1M | ||
| Q2 24 | $25.0M | $-28.7M |
毛利率JACKPATH
| Q1 26 | — | — | ||
| Q4 25 | — | 83.3% | ||
| Q3 25 | — | 82.2% | ||
| Q2 25 | — | 82.1% | ||
| Q1 25 | — | 84.8% | ||
| Q4 24 | — | 82.0% | ||
| Q3 24 | — | 80.0% | ||
| Q2 24 | — | 83.5% |
营业利润率JACKPATH
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | -5.6% | ||
| Q2 25 | -46.7% | -4.6% | ||
| Q1 25 | 19.0% | 7.9% | ||
| Q4 24 | — | -12.2% | ||
| Q3 24 | — | -32.7% | ||
| Q2 24 | 14.8% | -14.8% |
净利率JACKPATH
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | 48.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | -42.2% | -6.3% | ||
| Q1 25 | 9.1% | 12.2% | ||
| Q4 24 | — | -3.0% | ||
| Q3 24 | — | -27.2% | ||
| Q2 24 | 6.8% | -8.6% |
每股收益（稀释后）JACKPATH
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $0.37 | ||
| Q3 25 | — | $0.00 | ||
| Q2 25 | $-7.47 | $-0.04 | ||
| Q1 25 | $1.75 | $0.09 | ||
| Q4 24 | — | $-0.02 | ||
| Q3 24 | — | $-0.15 | ||
| Q2 24 | $1.26 | $-0.05 |
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 | — | $1.4B |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $-936.0M | $1.9B |
| 总资产 | $2.0B | $2.9B |
| 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JACKPATH
| Q1 26 | — | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.9B |
总债务JACKPATH
| 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JACKPATH
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $-976.2M | $1.7B | ||
| Q1 25 | $-827.1M | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $-702.6M | $2.0B |
总资产JACKPATH
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $2.6B | $2.6B | ||
| Q1 25 | $2.8B | $2.9B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | $2.9B | $2.8B |
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 | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $25.1M |
| 自由现金流率自由现金流/营收 | 2.1% | 6.1% |
| 资本支出强度资本支出/营收 | 6.6% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.14× |
| 过去12个月自由现金流最近4个季度 | $34.8M | — |
8季度趋势，按日历期对齐
经营现金流JACKPATH
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $28.3M | ||
| Q3 25 | — | $41.6M | ||
| Q2 25 | $-36.8M | $119.0M | ||
| Q1 25 | $105.7M | $146.1M | ||
| Q4 24 | — | $28.1M | ||
| Q3 24 | — | $46.4M | ||
| Q2 24 | $16.7M | $100.0M |
自由现金流JACKPATH
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $25.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | $-63.2M | $106.2M | ||
| Q1 25 | $84.4M | $138.7M | ||
| Q4 24 | — | $23.2M | ||
| Q3 24 | — | $45.0M | ||
| Q2 24 | $6.4M | $98.8M |
自由现金流率JACKPATH
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | -18.8% | 29.8% | ||
| Q1 25 | 22.7% | 32.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 14.2% | ||
| Q2 24 | 1.8% | 29.5% |
资本支出强度JACKPATH
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | 7.9% | 3.6% | ||
| Q1 25 | 5.7% | 1.7% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | 2.8% | 0.4% |
现金转化率JACKPATH
| Q1 26 | — | — | ||
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 26.25× | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.14× | 2.82× | ||
| 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% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
