vs
null（JACK）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
ROYAL GOLD INC的季度营收约是null的1.1倍（$375.3M vs $349.5M），ROYAL GOLD INC净利率更高（24.9% vs -0.7%，领先25.6%），ROYAL GOLD INC同比增速更快（85.3% vs -25.5%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% 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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
JACK vs RGLD — 直观对比
营收规模更大
RGLD
是对方的1.1倍
$349.5M
营收增速更快
RGLD
高出110.8%
-25.5%
净利率更高
RGLD
高出25.6%
-0.7%
两年增速更快
RGLD
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $375.3M |
| 净利润 | $-2.5M | $93.6M |
| 毛利率 | — | 64.6% |
| 营业利润率 | 13.3% | 56.2% |
| 净利率 | -0.7% | 24.9% |
| 营收同比 | -25.5% | 85.3% |
| 净利润同比 | -107.3% | -12.8% |
| 每股收益（稀释后） | $-0.13 | $1.04 |
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JACKRGLD
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $375.3M | ||
| Q3 25 | — | $252.1M | ||
| Q2 25 | $336.7M | $209.6M | ||
| Q1 25 | $371.1M | $193.4M | ||
| Q4 24 | — | $202.6M | ||
| Q3 24 | — | $193.8M | ||
| Q2 24 | $365.3M | $174.1M |
净利润JACKRGLD
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $93.6M | ||
| Q3 25 | — | $126.8M | ||
| Q2 25 | $-142.2M | $132.3M | ||
| Q1 25 | $33.7M | $113.5M | ||
| Q4 24 | — | $107.4M | ||
| Q3 24 | — | $96.2M | ||
| Q2 24 | $25.0M | $81.2M |
毛利率JACKRGLD
| Q1 26 | — | — | ||
| Q4 25 | — | 64.6% | ||
| Q3 25 | — | 73.6% | ||
| Q2 25 | — | 72.6% | ||
| Q1 25 | — | 69.4% | ||
| Q4 24 | — | 70.3% | ||
| Q3 24 | — | 66.6% | ||
| Q2 24 | — | 64.7% |
营业利润率JACKRGLD
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 56.2% | ||
| Q3 25 | — | 64.4% | ||
| Q2 25 | -46.7% | 67.7% | ||
| Q1 25 | 19.0% | 63.6% | ||
| Q4 24 | — | 65.9% | ||
| Q3 24 | — | 61.3% | ||
| Q2 24 | 14.8% | 58.6% |
净利率JACKRGLD
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | 24.9% | ||
| Q3 25 | — | 50.3% | ||
| Q2 25 | -42.2% | 63.1% | ||
| Q1 25 | 9.1% | 58.7% | ||
| Q4 24 | — | 53.0% | ||
| Q3 24 | — | 49.7% | ||
| Q2 24 | 6.8% | 46.6% |
每股收益（稀释后）JACKRGLD
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $1.04 | ||
| Q3 25 | — | $1.92 | ||
| Q2 25 | $-7.47 | $2.01 | ||
| Q1 25 | $1.75 | $1.72 | ||
| Q4 24 | — | $1.63 | ||
| Q3 24 | — | $1.46 | ||
| Q2 24 | $1.26 | $1.23 |
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 | — | $233.7M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $-936.0M | $7.2B |
| 总资产 | $2.0B | $9.5B |
| 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JACKRGLD
| Q1 26 | — | — | ||
| Q4 25 | — | $233.7M | ||
| Q3 25 | — | $172.8M | ||
| Q2 25 | — | $248.2M | ||
| Q1 25 | — | $240.8M | ||
| Q4 24 | — | $195.5M | ||
| Q3 24 | — | $127.9M | ||
| Q2 24 | — | $74.2M |
总债务JACKRGLD
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | $1.7B | $50.0M |
股东权益JACKRGLD
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $-976.2M | $3.3B | ||
| Q1 25 | $-827.1M | $3.2B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | $-702.6M | $3.0B |
总资产JACKRGLD
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $9.5B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | $2.6B | $3.6B | ||
| Q1 25 | $2.8B | $3.5B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.3B | ||
| Q2 24 | $2.9B | $3.3B |
负债/权益比JACKRGLD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× |
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 | $241.7M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | — |
| 自由现金流率自由现金流/营收 | 2.1% | — |
| 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 | — | 2.58× |
| 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JACKRGLD
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $241.7M | ||
| Q3 25 | — | $174.0M | ||
| Q2 25 | $-36.8M | $152.8M | ||
| Q1 25 | $105.7M | $136.4M | ||
| Q4 24 | — | $141.1M | ||
| Q3 24 | — | $136.7M | ||
| Q2 24 | $16.7M | $113.5M |
自由现金流JACKRGLD
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-63.2M | — | ||
| Q1 25 | $84.4M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $6.4M | — |
自由现金流率JACKRGLD
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -18.8% | — | ||
| Q1 25 | 22.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.8% | — |
资本支出强度JACKRGLD
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 5.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.8% | — |
现金转化率JACKRGLD
| Q1 26 | — | — | ||
| Q4 25 | — | 2.58× | ||
| Q3 25 | — | 1.37× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | 3.14× | 1.20× | ||
| Q4 24 | — | 1.31× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | 0.67× | 1.40× |
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% |
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
