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null（JACK）与WillScot Holdings Corp（WSC）财务数据对比。点击上方公司名可切换其他公司
WillScot Holdings Corp的季度营收约是null的1.6倍（$566.0M vs $349.5M），null净利率更高（-0.7% vs -33.1%，领先32.4%），WillScot Holdings Corp同比增速更快（-6.1% vs -25.5%），WillScot Holdings Corp自由现金流更多（$149.7M vs $7.3M），过去两年WillScot Holdings Corp的营收复合增速更高（-1.8% 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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商，服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域，为客户提供灵活可扩展的临时及半永久空间解决方案。
JACK vs WSC — 直观对比
营收规模更大
WSC
是对方的1.6倍
$349.5M
营收增速更快
WSC
高出19.5%
-25.5%
净利率更高
JACK
高出32.4%
-33.1%
自由现金流更多
WSC
多$142.4M
$7.3M
两年增速更快
WSC
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $566.0M |
| 净利润 | $-2.5M | $-187.3M |
| 毛利率 | — | 50.4% |
| 营业利润率 | 13.3% | -32.5% |
| 净利率 | -0.7% | -33.1% |
| 营收同比 | -25.5% | -6.1% |
| 净利润同比 | -107.3% | -310.0% |
| 每股收益（稀释后） | $-0.13 | $-1.02 |
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JACKWSC
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $566.0M | ||
| Q3 25 | — | $566.8M | ||
| Q2 25 | $336.7M | $589.1M | ||
| Q1 25 | $371.1M | $559.6M | ||
| Q4 24 | — | $602.5M | ||
| Q3 24 | — | $601.4M | ||
| Q2 24 | $365.3M | $604.6M |
净利润JACKWSC
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $-187.3M | ||
| Q3 25 | — | $43.3M | ||
| Q2 25 | $-142.2M | $47.9M | ||
| Q1 25 | $33.7M | $43.1M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | — | $-70.5M | ||
| Q2 24 | $25.0M | $-46.9M |
毛利率JACKWSC
| Q1 26 | — | — | ||
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 54.1% |
营业利润率JACKWSC
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | -32.5% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | -46.7% | 21.5% | ||
| Q1 25 | 19.0% | 21.3% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | -5.9% | ||
| Q2 24 | 14.8% | -0.9% |
净利率JACKWSC
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | -33.1% | ||
| Q3 25 | — | 7.6% | ||
| Q2 25 | -42.2% | 8.1% | ||
| Q1 25 | 9.1% | 7.7% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | — | -11.7% | ||
| Q2 24 | 6.8% | -7.7% |
每股收益（稀释后）JACKWSC
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | $-1.02 | ||
| Q3 25 | — | $0.24 | ||
| Q2 25 | $-7.47 | $0.26 | ||
| Q1 25 | $1.75 | $0.23 | ||
| Q4 24 | — | $0.48 | ||
| Q3 24 | — | $-0.37 | ||
| Q2 24 | $1.26 | $-0.25 |
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 | — | $14.6M |
| 总债务越低越好 | $1.6B | $3.6B |
| 股东权益账面价值 | $-936.0M | $856.3M |
| 总资产 | $2.0B | $5.8B |
| 负债/权益比越低杠杆越低 | — | 4.15× |
8季度趋势，按日历期对齐
现金及短期投资JACKWSC
| Q1 26 | — | — | ||
| Q4 25 | — | $14.6M | ||
| Q3 25 | — | $14.8M | ||
| Q2 25 | — | $12.8M | ||
| Q1 25 | — | $10.7M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | — | $5.9M |
总债务JACKWSC
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | $1.7B | $3.7B | ||
| Q1 25 | $1.7B | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | $1.7B | $3.5B |
股东权益JACKWSC
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $856.3M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $-976.2M | $1.0B | ||
| Q1 25 | $-827.1M | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $-702.6M | $1.2B |
总资产JACKWSC
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $6.1B | ||
| Q2 25 | $2.6B | $6.1B | ||
| Q1 25 | $2.8B | $6.0B | ||
| Q4 24 | — | $6.0B | ||
| Q3 24 | — | $6.0B | ||
| Q2 24 | $2.9B | $6.0B |
负债/权益比JACKWSC
| Q1 26 | — | — | ||
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× |
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 | $158.9M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $149.7M |
| 自由现金流率自由现金流/营收 | 2.1% | 26.5% |
| 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 | $737.7M |
8季度趋势，按日历期对齐
经营现金流JACKWSC
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $158.9M | ||
| Q3 25 | — | $191.2M | ||
| Q2 25 | $-36.8M | $205.3M | ||
| Q1 25 | $105.7M | $206.6M | ||
| Q4 24 | — | $178.9M | ||
| Q3 24 | — | $-1.6M | ||
| Q2 24 | $16.7M | $175.6M |
自由现金流JACKWSC
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $149.7M | ||
| Q3 25 | — | $186.9M | ||
| Q2 25 | $-63.2M | $199.0M | ||
| Q1 25 | $84.4M | $202.0M | ||
| Q4 24 | — | $176.6M | ||
| Q3 24 | — | $-4.9M | ||
| Q2 24 | $6.4M | $169.4M |
自由现金流率JACKWSC
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | 26.5% | ||
| Q3 25 | — | 33.0% | ||
| Q2 25 | -18.8% | 33.8% | ||
| Q1 25 | 22.7% | 36.1% | ||
| Q4 24 | — | 29.3% | ||
| Q3 24 | — | -0.8% | ||
| Q2 24 | 1.8% | 28.0% |
资本支出强度JACKWSC
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | 7.9% | 1.1% | ||
| Q1 25 | 5.7% | 0.8% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | 2.8% | 1.0% |
现金转化率JACKWSC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 4.41× | ||
| Q2 25 | — | 4.28× | ||
| Q1 25 | 3.14× | 4.80× | ||
| Q4 24 | — | 2.01× | ||
| 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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
