vs
null（JACK）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是医疗房产信托的1.2倍（$349.5M vs $296.5M），医疗房产信托净利率更高（-0.3% vs -0.7%，领先0.4%），医疗房产信托同比增速更快（-17.0% vs -25.5%），null自由现金流更多（$7.3M vs $-95.2M），过去两年医疗房产信托的营收复合增速更高（-6.1% 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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
JACK vs SVC — 直观对比
营收规模更大
JACK
是对方的1.2倍
$296.5M
营收增速更快
SVC
高出8.6%
-25.5%
净利率更高
SVC
高出0.4%
-0.7%
自由现金流更多
JACK
多$102.5M
$-95.2M
两年增速更快
SVC
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $296.5M |
| 净利润 | $-2.5M | $-782.0K |
| 毛利率 | — | — |
| 营业利润率 | 13.3% | -3.9% |
| 净利率 | -0.7% | -0.3% |
| 营收同比 | -25.5% | -17.0% |
| 净利润同比 | -107.3% | 99.0% |
| 每股收益（稀释后） | $-0.13 | $-0.01 |
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JACKSVC
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $296.5M | ||
| Q3 25 | — | $377.6M | ||
| Q2 25 | $336.7M | $404.4M | ||
| Q1 25 | $371.1M | $335.0M | ||
| Q4 24 | — | $357.0M | ||
| Q3 24 | — | $390.9M | ||
| Q2 24 | $365.3M | $412.5M |
净利润JACKSVC
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $-782.0K | ||
| Q3 25 | — | $-46.9M | ||
| Q2 25 | $-142.2M | $-38.2M | ||
| Q1 25 | $33.7M | $-116.4M | ||
| Q4 24 | — | $-76.4M | ||
| Q3 24 | — | $-46.9M | ||
| Q2 24 | $25.0M | $-73.8M |
营业利润率JACKSVC
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | -3.9% | ||
| Q3 25 | — | -12.8% | ||
| Q2 25 | -46.7% | -9.2% | ||
| Q1 25 | 19.0% | -33.3% | ||
| Q4 24 | — | -19.4% | ||
| Q3 24 | — | -12.8% | ||
| Q2 24 | 14.8% | -17.1% |
净利率JACKSVC
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | -0.3% | ||
| Q3 25 | — | -12.4% | ||
| Q2 25 | -42.2% | -9.4% | ||
| Q1 25 | 9.1% | -34.8% | ||
| Q4 24 | — | -21.4% | ||
| Q3 24 | — | -12.0% | ||
| Q2 24 | 6.8% | -17.9% |
每股收益（稀释后）JACKSVC
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $-0.01 | ||
| Q3 25 | — | $-0.28 | ||
| Q2 25 | $-7.47 | $-0.23 | ||
| Q1 25 | $1.75 | $-0.70 | ||
| Q4 24 | — | $-0.46 | ||
| Q3 24 | — | $-0.28 | ||
| Q2 24 | $1.26 | $-0.45 |
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 | — | $346.8M |
| 总债务越低越好 | $1.6B | $5.5B |
| 股东权益账面价值 | $-936.0M | $646.1M |
| 总资产 | $2.0B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资JACKSVC
| Q1 26 | — | — | ||
| Q4 25 | — | $346.8M | ||
| Q3 25 | — | $417.4M | ||
| Q2 25 | — | $63.2M | ||
| Q1 25 | — | $80.1M | ||
| Q4 24 | — | $143.5M | ||
| Q3 24 | — | $48.6M | ||
| Q2 24 | — | $14.6M |
总债务JACKSVC
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.7B | — |
股东权益JACKSVC
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $646.1M | ||
| Q3 25 | — | $647.9M | ||
| Q2 25 | $-976.2M | $695.9M | ||
| Q1 25 | $-827.1M | $734.6M | ||
| Q4 24 | — | $851.9M | ||
| Q3 24 | — | $929.0M | ||
| Q2 24 | $-702.6M | $1.0B |
总资产JACKSVC
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $6.5B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | $2.6B | $6.9B | ||
| Q1 25 | $2.8B | $7.0B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.1B | ||
| Q2 24 | $2.9B | $7.1B |
负债/权益比JACKSVC
| Q1 26 | — | — | ||
| Q4 25 | — | 8.52× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.85× | ||
| 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 | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $-95.2M |
| 自由现金流率自由现金流/营收 | 2.1% | -32.1% |
| 资本支出强度资本支出/营收 | 6.6% | 25.9% |
| 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 | $-107.0M |
8季度趋势，按日历期对齐
经营现金流JACKSVC
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $-18.5M | ||
| Q3 25 | — | $98.1M | ||
| Q2 25 | $-36.8M | $-7.0K | ||
| Q1 25 | $105.7M | $38.2M | ||
| Q4 24 | — | $-9.7M | ||
| Q3 24 | — | $106.2M | ||
| Q2 24 | $16.7M | $43.8M |
自由现金流JACKSVC
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $-95.2M | ||
| Q3 25 | — | $57.9M | ||
| Q2 25 | $-63.2M | $-46.6M | ||
| Q1 25 | $84.4M | $-23.2M | ||
| Q4 24 | — | $-88.9M | ||
| Q3 24 | — | $24.1M | ||
| Q2 24 | $6.4M | $-22.3M |
自由现金流率JACKSVC
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | -32.1% | ||
| Q3 25 | — | 15.3% | ||
| Q2 25 | -18.8% | -11.5% | ||
| Q1 25 | 22.7% | -6.9% | ||
| Q4 24 | — | -24.9% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | 1.8% | -5.4% |
资本支出强度JACKSVC
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 25.9% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | 7.9% | 11.5% | ||
| Q1 25 | 5.7% | 18.3% | ||
| Q4 24 | — | 22.2% | ||
| Q3 24 | — | 21.0% | ||
| Q2 24 | 2.8% | 16.0% |
现金转化率JACKSVC
| 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% |
SVC
暂无分部数据
