vs
null（JACK）与PROGRESS SOFTWARE CORP（PRGS）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PROGRESS SOFTWARE CORP的1.4倍（$349.5M vs $252.7M），PROGRESS SOFTWARE CORP净利率更高（10.2% vs -0.7%，领先10.9%），PROGRESS SOFTWARE CORP同比增速更快（17.5% vs -25.5%），PROGRESS SOFTWARE CORP自由现金流更多（$59.9M vs $7.3M），过去两年PROGRESS SOFTWARE CORP的营收复合增速更高（17.0% 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。
Progress Software是全球领先的企业级软件服务商，主营应用开发平台、数据连接工具、数字体验解决方案等产品，服务覆盖金融、医疗、制造、零售等多行业的全球企业客户，助力客户搭建高性能可扩展的业务应用，提升运营效率。
JACK vs PRGS — 直观对比
营收规模更大
JACK
是对方的1.4倍
$252.7M
营收增速更快
PRGS
高出43.1%
-25.5%
净利率更高
PRGS
高出10.9%
-0.7%
自由现金流更多
PRGS
多$52.6M
$7.3M
两年增速更快
PRGS
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $252.7M |
| 净利润 | $-2.5M | $25.7M |
| 毛利率 | — | 81.6% |
| 营业利润率 | 13.3% | 15.2% |
| 净利率 | -0.7% | 10.2% |
| 营收同比 | -25.5% | 17.5% |
| 净利润同比 | -107.3% | 2144.6% |
| 每股收益（稀释后） | $-0.13 | $0.59 |
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JACKPRGS
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $252.7M | ||
| Q3 25 | — | $249.8M | ||
| Q2 25 | $336.7M | $237.4M | ||
| Q1 25 | $371.1M | $238.0M | ||
| Q4 24 | — | $215.0M | ||
| Q3 24 | — | $178.7M | ||
| Q2 24 | $365.3M | $175.1M |
净利润JACKPRGS
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $25.7M | ||
| Q3 25 | — | $19.4M | ||
| Q2 25 | $-142.2M | $17.0M | ||
| Q1 25 | $33.7M | $10.9M | ||
| Q4 24 | — | $1.1M | ||
| Q3 24 | — | $28.5M | ||
| Q2 24 | $25.0M | $16.2M |
毛利率JACKPRGS
| Q1 26 | — | — | ||
| Q4 25 | — | 81.6% | ||
| Q3 25 | — | 81.0% | ||
| Q2 25 | — | 80.1% | ||
| Q1 25 | — | 80.6% | ||
| Q4 24 | — | 83.0% | ||
| Q3 24 | — | 83.7% | ||
| Q2 24 | — | 81.7% |
营业利润率JACKPRGS
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 15.2% | ||
| Q3 25 | — | 17.6% | ||
| Q2 25 | -46.7% | 16.3% | ||
| Q1 25 | 19.0% | 13.6% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 22.6% | ||
| Q2 24 | 14.8% | 15.5% |
净利率JACKPRGS
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | 10.2% | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | -42.2% | 7.2% | ||
| Q1 25 | 9.1% | 4.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 15.9% | ||
| Q2 24 | 6.8% | 9.2% |
每股收益（稀释后）JACKPRGS
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $0.59 | ||
| Q3 25 | — | $0.44 | ||
| Q2 25 | $-7.47 | $0.39 | ||
| Q1 25 | $1.75 | $0.24 | ||
| Q4 24 | — | $0.01 | ||
| Q3 24 | — | $0.65 | ||
| Q2 24 | $1.26 | $0.37 |
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 | — | $94.8M |
| 总债务越低越好 | $1.6B | $1.4B |
| 股东权益账面价值 | $-936.0M | $478.3M |
| 总资产 | $2.0B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 2.93× |
8季度趋势，按日历期对齐
现金及短期投资JACKPRGS
| Q1 26 | — | — | ||
| Q4 25 | — | $94.8M | ||
| Q3 25 | — | $99.0M | ||
| Q2 25 | — | $102.0M | ||
| Q1 25 | — | $124.2M | ||
| Q4 24 | — | $118.1M | ||
| Q3 24 | — | $232.7M | ||
| Q2 24 | — | $190.4M |
总债务JACKPRGS
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | $1.7B | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.7B | — |
股东权益JACKPRGS
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $478.3M | ||
| Q3 25 | — | $477.7M | ||
| Q2 25 | $-976.2M | $452.7M | ||
| Q1 25 | $-827.1M | $431.8M | ||
| Q4 24 | — | $438.8M | ||
| Q3 24 | — | $425.6M | ||
| Q2 24 | $-702.6M | $401.7M |
总资产JACKPRGS
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | $2.6B | $2.4B | ||
| Q1 25 | $2.8B | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | $2.9B | $1.6B |
负债/权益比JACKPRGS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.93× | ||
| Q3 25 | — | 2.97× | ||
| Q2 25 | — | 3.22× | ||
| Q1 25 | — | 3.50× | ||
| Q4 24 | — | 3.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $62.8M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $59.9M |
| 自由现金流率自由现金流/营收 | 2.1% | 23.7% |
| 资本支出强度资本支出/营收 | 6.6% | 1.1% |
| 现金转化率经营现金流/净利润 | — | 2.44× |
| 过去12个月自由现金流最近4个季度 | $34.8M | $229.5M |
8季度趋势，按日历期对齐
经营现金流JACKPRGS
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $62.8M | ||
| Q3 25 | — | $73.4M | ||
| Q2 25 | $-36.8M | $30.0M | ||
| Q1 25 | $105.7M | $68.9M | ||
| Q4 24 | — | $19.7M | ||
| Q3 24 | — | $57.7M | ||
| Q2 24 | $16.7M | $63.7M |
自由现金流JACKPRGS
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $59.9M | ||
| Q3 25 | — | $72.4M | ||
| Q2 25 | $-63.2M | $29.5M | ||
| Q1 25 | $84.4M | $67.7M | ||
| Q4 24 | — | $16.8M | ||
| Q3 24 | — | $56.6M | ||
| Q2 24 | $6.4M | $62.7M |
自由现金流率JACKPRGS
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | 23.7% | ||
| Q3 25 | — | 29.0% | ||
| Q2 25 | -18.8% | 12.4% | ||
| Q1 25 | 22.7% | 28.4% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 31.7% | ||
| Q2 24 | 1.8% | 35.8% |
资本支出强度JACKPRGS
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | 7.9% | 0.2% | ||
| Q1 25 | 5.7% | 0.5% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | 2.8% | 0.5% |
现金转化率JACKPRGS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.44× | ||
| Q3 25 | — | 3.78× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | 3.14× | 6.30× | ||
| Q4 24 | — | 17.13× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | 0.67× | 3.93× |
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% |
PRGS
| Maintenanceand Services | $187.5M | 74% |
| Share File Acquisition | $67.5M | 27% |
