vs
null（JACK）与PROCORE TECHNOLOGIES, INC.（PCOR）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PROCORE TECHNOLOGIES, INC.的1.0倍（$349.5M vs $349.1M），null净利率更高（-0.7% vs -10.8%，领先10.1%），PROCORE TECHNOLOGIES, INC.同比增速更快（15.6% vs -25.5%），PROCORE TECHNOLOGIES, INC.自由现金流更多（$109.2M vs $7.3M），过去两年PROCORE TECHNOLOGIES, INC.的营收复合增速更高（13.8% 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。
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
JACK vs PCOR — 直观对比
营收规模更大
JACK
是对方的1.0倍
$349.1M
营收增速更快
PCOR
高出41.1%
-25.5%
净利率更高
JACK
高出10.1%
-10.8%
自由现金流更多
PCOR
多$101.9M
$7.3M
两年增速更快
PCOR
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $349.1M |
| 净利润 | $-2.5M | $-37.6M |
| 毛利率 | — | 80.1% |
| 营业利润率 | 13.3% | -12.3% |
| 净利率 | -0.7% | -10.8% |
| 营收同比 | -25.5% | 15.6% |
| 净利润同比 | -107.3% | 39.6% |
| 每股收益（稀释后） | $-0.13 | $-0.25 |
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JACKPCOR
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $349.1M | ||
| Q3 25 | — | $338.9M | ||
| Q2 25 | $336.7M | $323.9M | ||
| Q1 25 | $371.1M | $310.6M | ||
| Q4 24 | — | $302.0M | ||
| Q3 24 | — | $295.9M | ||
| Q2 24 | $365.3M | $284.3M |
净利润JACKPCOR
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $-37.6M | ||
| Q3 25 | — | $-9.1M | ||
| Q2 25 | $-142.2M | $-21.1M | ||
| Q1 25 | $33.7M | $-33.0M | ||
| Q4 24 | — | $-62.3M | ||
| Q3 24 | — | $-26.4M | ||
| Q2 24 | $25.0M | $-6.3M |
毛利率JACKPCOR
| Q1 26 | — | — | ||
| Q4 25 | — | 80.1% | ||
| Q3 25 | — | 79.7% | ||
| Q2 25 | — | 79.1% | ||
| Q1 25 | — | 79.1% | ||
| Q4 24 | — | 81.2% | ||
| Q3 24 | — | 81.4% | ||
| Q2 24 | — | 83.1% |
营业利润率JACKPCOR
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | -12.3% | ||
| Q3 25 | — | -4.4% | ||
| Q2 25 | -46.7% | -9.3% | ||
| Q1 25 | 19.0% | -11.7% | ||
| Q4 24 | — | -21.9% | ||
| Q3 24 | — | -12.3% | ||
| Q2 24 | 14.8% | -5.2% |
净利率JACKPCOR
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | -10.8% | ||
| Q3 25 | — | -2.7% | ||
| Q2 25 | -42.2% | -6.5% | ||
| Q1 25 | 9.1% | -10.6% | ||
| Q4 24 | — | -20.6% | ||
| Q3 24 | — | -8.9% | ||
| Q2 24 | 6.8% | -2.2% |
每股收益（稀释后）JACKPCOR
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $-0.25 | ||
| Q3 25 | — | $-0.06 | ||
| Q2 25 | $-7.47 | $-0.14 | ||
| Q1 25 | $1.75 | $-0.22 | ||
| Q4 24 | — | $-0.42 | ||
| Q3 24 | — | $-0.18 | ||
| Q2 24 | $1.26 | $-0.04 |
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 | — | $768.5M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $-936.0M | $1.3B |
| 总资产 | $2.0B | $2.2B |
| 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JACKPCOR
| Q1 26 | — | — | ||
| Q4 25 | — | $768.5M | ||
| Q3 25 | — | $684.0M | ||
| Q2 25 | — | $620.9M | ||
| Q1 25 | — | $566.7M | ||
| Q4 24 | — | $775.4M | ||
| Q3 24 | — | $756.9M | ||
| Q2 24 | — | $735.4M |
总债务JACKPCOR
| 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JACKPCOR
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $-976.2M | $1.2B | ||
| Q1 25 | $-827.1M | $1.2B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $-702.6M | $1.3B |
总资产JACKPCOR
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $2.6B | $2.0B | ||
| Q1 25 | $2.8B | $1.9B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $2.9B | $2.0B |
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 | $114.9M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $109.2M |
| 自由现金流率自由现金流/营收 | 2.1% | 31.3% |
| 资本支出强度资本支出/营收 | 6.6% | 1.6% |
| 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 | $282.2M |
8季度趋势，按日历期对齐
经营现金流JACKPCOR
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $114.9M | ||
| Q3 25 | — | $88.5M | ||
| Q2 25 | $-36.8M | $30.8M | ||
| Q1 25 | $105.7M | $66.0M | ||
| Q4 24 | — | $29.1M | ||
| Q3 24 | — | $39.3M | ||
| Q2 24 | $16.7M | $58.7M |
自由现金流JACKPCOR
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $109.2M | ||
| Q3 25 | — | $83.1M | ||
| Q2 25 | $-63.2M | $27.9M | ||
| Q1 25 | $84.4M | $62.0M | ||
| Q4 24 | — | $17.4M | ||
| Q3 24 | — | $35.7M | ||
| Q2 24 | $6.4M | $56.8M |
自由现金流率JACKPCOR
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | 31.3% | ||
| Q3 25 | — | 24.5% | ||
| Q2 25 | -18.8% | 8.6% | ||
| Q1 25 | 22.7% | 20.0% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 12.1% | ||
| Q2 24 | 1.8% | 20.0% |
资本支出强度JACKPCOR
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | 7.9% | 0.9% | ||
| Q1 25 | 5.7% | 1.3% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | 2.8% | 0.7% |
现金转化率JACKPCOR
| 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% |
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
