vs
null（JACK）与Reddit, Inc.（RDDT）财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是null的1.9倍（$663.0M vs $349.5M），Reddit, Inc.净利率更高（30.8% vs -0.7%，领先31.5%），Reddit, Inc.同比增速更快（69.0% vs -25.5%），Reddit, Inc.自由现金流更多（$311.0M vs $7.3M），过去两年Reddit, Inc.的营收复合增速更高（53.6% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
JACK vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.9倍
$349.5M
营收增速更快
RDDT
高出94.5%
-25.5%
净利率更高
RDDT
高出31.5%
-0.7%
自由现金流更多
RDDT
多$303.7M
$7.3M
两年增速更快
RDDT
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $663.0M |
| 净利润 | $-2.5M | $204.0M |
| 毛利率 | — | 100.0% |
| 营业利润率 | 13.3% | 0.0% |
| 净利率 | -0.7% | 30.8% |
| 营收同比 | -25.5% | 69.0% |
| 净利润同比 | -107.3% | 680.0% |
| 每股收益（稀释后） | $-0.13 | $1.01 |
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JACKRDDT
| Q1 26 | $349.5M | $663.0M | ||
| Q4 25 | — | $725.6M | ||
| Q3 25 | — | $584.9M | ||
| Q2 25 | $336.7M | $499.6M | ||
| Q1 25 | $371.1M | $392.4M | ||
| Q4 24 | — | $427.7M | ||
| Q3 24 | — | $348.4M | ||
| Q2 24 | $365.3M | $281.2M |
净利润JACKRDDT
| Q1 26 | $-2.5M | $204.0M | ||
| Q4 25 | — | $251.6M | ||
| Q3 25 | — | $162.7M | ||
| Q2 25 | $-142.2M | $89.3M | ||
| Q1 25 | $33.7M | $26.2M | ||
| Q4 24 | — | $71.0M | ||
| Q3 24 | — | $29.9M | ||
| Q2 24 | $25.0M | $-10.1M |
毛利率JACKRDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | — | 91.9% | ||
| Q3 25 | — | 91.0% | ||
| Q2 25 | — | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | — | 92.6% | ||
| Q3 24 | — | 90.1% | ||
| Q2 24 | — | 89.5% |
营业利润率JACKRDDT
| Q1 26 | 13.3% | 0.0% | ||
| Q4 25 | — | 31.9% | ||
| Q3 25 | — | 23.7% | ||
| Q2 25 | -46.7% | 13.6% | ||
| Q1 25 | 19.0% | 1.0% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | 14.8% | -11.0% |
净利率JACKRDDT
| Q1 26 | -0.7% | 30.8% | ||
| Q4 25 | — | 34.7% | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | -42.2% | 17.9% | ||
| Q1 25 | 9.1% | 6.7% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 8.6% | ||
| Q2 24 | 6.8% | -3.6% |
每股收益（稀释后）JACKRDDT
| Q1 26 | $-0.13 | $1.01 | ||
| Q4 25 | — | $1.24 | ||
| Q3 25 | — | $0.80 | ||
| Q2 25 | $-7.47 | $0.45 | ||
| Q1 25 | $1.75 | $0.13 | ||
| Q4 24 | — | $4.76 | ||
| Q3 24 | — | $0.16 | ||
| Q2 24 | $1.26 | $-0.06 |
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 | $3.2B |
| 总资产 | $2.0B | $3.5B |
| 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JACKRDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $953.6M | ||
| Q3 25 | — | $911.7M | ||
| Q2 25 | — | $734.1M | ||
| Q1 25 | — | $635.7M | ||
| Q4 24 | — | $562.1M | ||
| Q3 24 | — | $515.9M | ||
| Q2 24 | — | $468.0M |
总债务JACKRDDT
| 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JACKRDDT
| Q1 26 | $-936.0M | $3.2B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $-976.2M | $2.4B | ||
| Q1 25 | $-827.1M | $2.2B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $-702.6M | $1.9B |
总资产JACKRDDT
| Q1 26 | $2.0B | $3.5B | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $2.6B | $2.6B | ||
| Q1 25 | $2.8B | $2.4B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | $2.9B | $2.1B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $311.0M |
| 自由现金流率自由现金流/营收 | 2.1% | 46.9% |
| 资本支出强度资本支出/营收 | 6.6% | — |
| 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 | $868.6M |
8季度趋势，按日历期对齐
经营现金流JACKRDDT
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $266.8M | ||
| Q3 25 | — | $185.2M | ||
| Q2 25 | $-36.8M | $111.3M | ||
| Q1 25 | $105.7M | $127.6M | ||
| Q4 24 | — | $90.0M | ||
| Q3 24 | — | $71.6M | ||
| Q2 24 | $16.7M | $28.4M |
自由现金流JACKRDDT
| Q1 26 | $7.3M | $311.0M | ||
| Q4 25 | — | $263.6M | ||
| Q3 25 | — | $183.1M | ||
| Q2 25 | $-63.2M | $110.8M | ||
| Q1 25 | $84.4M | $126.6M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | — | $70.3M | ||
| Q2 24 | $6.4M | $27.2M |
自由现金流率JACKRDDT
| Q1 26 | 2.1% | 46.9% | ||
| Q4 25 | — | 36.3% | ||
| Q3 25 | — | 31.3% | ||
| Q2 25 | -18.8% | 22.2% | ||
| Q1 25 | 22.7% | 32.3% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | 1.8% | 9.7% |
资本支出强度JACKRDDT
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | 7.9% | 0.1% | ||
| Q1 25 | 5.7% | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | 2.8% | 0.4% |
现金转化率JACKRDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | 3.14× | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 2.40× | ||
| 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% |
RDDT
暂无分部数据
