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SANFILIPPO JOHN B & SON INC（JBSS）与奥驰亚（MO）财务数据对比。点击上方公司名可切换其他公司
奥驰亚的季度营收约是SANFILIPPO JOHN B & SON INC的18.6倍（$5.8B vs $314.8M）。奥驰亚净利率更高（19.1% vs 5.7%，领先13.4%）。SANFILIPPO JOHN B & SON INC同比增速更快（4.6% vs -2.1%）。奥驰亚自由现金流更多（$3.2B vs $40.0M）。过去两年SANFILIPPO JOHN B & SON INC的营收复合增速更高（7.6% vs 2.4%）
John B. Sanfilippo & Son Inc.（股票代码JBSS）是美国领先的坚果零食加工分销商，主营树坚果、花生、果干及增值零食产品，为北美零售、餐饮及工业原料客户提供自有品牌和贴牌产品。
奥驰亚集团是美国头部烟草企业，通过旗下子公司生产销售可燃烟草与口服类烟草相关产品，核心品牌包括万宝路香烟、Black & Mild雪茄及烟斗烟、哥本哈根、斯库尔等湿无烟烟草，以及on!口服尼古丁袋，产品主要供应批发商、分销商及大型零售客户。
JBSS vs MO — 直观对比
营收规模更大
MO
是对方的18.6倍
$314.8M
营收增速更快
JBSS
高出6.7%
-2.1%
净利率更高
MO
高出13.4%
5.7%
自由现金流更多
MO
多$3.1B
$40.0M
两年增速更快
JBSS
近两年复合增速
2.4%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $314.8M | $5.8B |
| 净利润 | $18.0M | $1.1B |
| 毛利率 | 18.8% | 62.1% |
| 营业利润率 | 8.3% | 28.2% |
| 净利率 | 5.7% | 19.1% |
| 营收同比 | 4.6% | -2.1% |
| 净利润同比 | 32.1% | -63.2% |
| 每股收益（稀释后） | $1.53 | $0.67 |
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JBSSMO
| Q4 25 | $314.8M | $5.8B | ||
| Q3 25 | $298.7M | $6.1B | ||
| Q2 25 | $269.1M | $6.1B | ||
| Q1 25 | $260.9M | $5.3B | ||
| Q4 24 | $301.1M | $6.0B | ||
| Q3 24 | $276.2M | $6.3B | ||
| Q2 24 | $269.6M | $6.2B | ||
| Q1 24 | $271.9M | $5.6B |
净利润JBSSMO
| Q4 25 | $18.0M | $1.1B | ||
| Q3 25 | $18.7M | $2.4B | ||
| Q2 25 | $13.5M | $2.4B | ||
| Q1 25 | $20.2M | $1.1B | ||
| Q4 24 | $13.6M | $3.0B | ||
| Q3 24 | $11.7M | $2.3B | ||
| Q2 24 | $10.0M | $3.8B | ||
| Q1 24 | $13.5M | $2.1B |
毛利率JBSSMO
| Q4 25 | 18.8% | 62.1% | ||
| Q3 25 | 18.1% | 62.8% | ||
| Q2 25 | 18.1% | 63.1% | ||
| Q1 25 | 21.4% | 61.8% | ||
| Q4 24 | 17.4% | 60.3% | ||
| Q3 24 | 16.9% | 60.8% | ||
| Q2 24 | 18.5% | 59.2% | ||
| Q1 24 | 18.1% | 58.8% |
营业利润率JBSSMO
| Q4 25 | 8.3% | 28.2% | ||
| Q3 25 | 9.0% | 53.2% | ||
| Q2 25 | 7.5% | 52.9% | ||
| Q1 25 | 10.8% | 34.0% | ||
| Q4 24 | 6.4% | 48.2% | ||
| Q3 24 | 6.2% | 50.4% | ||
| Q2 24 | 5.4% | 40.8% | ||
| Q1 24 | 6.7% | 48.0% |
净利率JBSSMO
| Q4 25 | 5.7% | 19.1% | ||
| Q3 25 | 6.3% | 39.1% | ||
| Q2 25 | 5.0% | 39.0% | ||
| Q1 25 | 7.7% | 20.5% | ||
| Q4 24 | 4.5% | 50.9% | ||
| Q3 24 | 4.2% | 36.6% | ||
| Q2 24 | 3.7% | 61.2% | ||
| Q1 24 | 5.0% | 38.2% |
每股收益（稀释后）JBSSMO
| Q4 25 | $1.53 | $0.67 | ||
| Q3 25 | $1.59 | $1.41 | ||
| Q2 25 | $1.15 | $1.41 | ||
| Q1 25 | $1.72 | $0.63 | ||
| Q4 24 | $1.16 | $1.78 | ||
| Q3 24 | $1.00 | $1.34 | ||
| Q2 24 | $0.85 | $2.21 | ||
| Q1 24 | $1.15 | $1.21 |
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 | $2.4M | $4.5B |
| 总债务越低越好 | $28.8M | $25.7B |
| 股东权益账面价值 | $370.1M | $-3.5B |
| 总资产 | $617.7M | $35.0B |
| 负债/权益比越低杠杆越低 | 0.08× | — |
8季度趋势，按日历期对齐
现金及短期投资JBSSMO
| Q4 25 | $2.4M | $4.5B | ||
| Q3 25 | $714.0K | $3.5B | ||
| Q2 25 | $585.0K | $1.3B | ||
| Q1 25 | $1.3M | $4.7B | ||
| Q4 24 | $336.0K | $3.1B | ||
| Q3 24 | $442.0K | $1.9B | ||
| Q2 24 | $484.0K | $1.8B | ||
| Q1 24 | $377.0K | $3.6B |
总债务JBSSMO
| Q4 25 | $28.8M | $25.7B | ||
| Q3 25 | $29.8M | $25.7B | ||
| Q2 25 | $14.6M | $24.7B | ||
| Q1 25 | $5.8M | $26.1B | ||
| Q4 24 | $6.0M | $24.9B | ||
| Q3 24 | $6.2M | $25.2B | ||
| Q2 24 | $6.4M | $25.0B | ||
| Q1 24 | $6.6M | $25.0B |
股东权益JBSSMO
| Q4 25 | $370.1M | $-3.5B | ||
| Q3 25 | $362.8M | $-2.6B | ||
| Q2 25 | $360.7M | $-3.3B | ||
| Q1 25 | $346.6M | $-3.5B | ||
| Q4 24 | $325.6M | $-2.2B | ||
| Q3 24 | $310.8M | $-3.5B | ||
| Q2 24 | $322.6M | $-3.0B | ||
| Q1 24 | $321.8M | $-5.1B |
总资产JBSSMO
| Q4 25 | $617.7M | $35.0B | ||
| Q3 25 | $598.7M | $35.0B | ||
| Q2 25 | $597.6M | $32.3B | ||
| Q1 25 | $590.0M | $35.8B | ||
| Q4 24 | $545.3M | $35.2B | ||
| Q3 24 | $519.4M | $34.2B | ||
| Q2 24 | $515.6M | $34.4B | ||
| Q1 24 | $491.9M | $36.5B |
负债/权益比JBSSMO
| Q4 25 | 0.08× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | 0.04× | — | ||
| Q1 25 | 0.02× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.02× | — | ||
| Q1 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 | $62.5M | $3.3B |
| 自由现金流经营现金流 - 资本支出 | $40.0M | $3.2B |
| 自由现金流率自由现金流/营收 | 12.7% | 54.4% |
| 资本支出强度资本支出/营收 | 7.1% | 1.6% |
| 现金转化率经营现金流/净利润 | 3.48× | 2.93× |
| 过去12个月自由现金流最近4个季度 | $32.8M | $9.1B |
8季度趋势，按日历期对齐
经营现金流JBSSMO
| Q4 25 | $62.5M | $3.3B | ||
| Q3 25 | $32.1M | $3.1B | ||
| Q2 25 | $36.5M | $205.0M | ||
| Q1 25 | $-25.9M | $2.7B | ||
| Q4 24 | $11.0M | $3.3B | ||
| Q3 24 | $8.9M | $2.6B | ||
| Q2 24 | $35.2M | $-75.0M | ||
| Q1 24 | $5.3M | $2.9B |
自由现金流JBSSMO
| Q4 25 | $40.0M | $3.2B | ||
| Q3 25 | $7.3M | $3.0B | ||
| Q2 25 | $23.0M | $173.0M | ||
| Q1 25 | $-37.6M | $2.7B | ||
| Q4 24 | $-2.7M | $3.3B | ||
| Q3 24 | $-3.0M | $2.6B | ||
| Q2 24 | $24.4M | $-104.0M | ||
| Q1 24 | $-1.3M | $2.8B |
自由现金流率JBSSMO
| Q4 25 | 12.7% | 54.4% | ||
| Q3 25 | 2.4% | 50.1% | ||
| Q2 25 | 8.6% | 2.8% | ||
| Q1 25 | -14.4% | 51.0% | ||
| Q4 24 | -0.9% | 55.1% | ||
| Q3 24 | -1.1% | 41.2% | ||
| Q2 24 | 9.0% | -1.7% | ||
| Q1 24 | -0.5% | 51.0% |
资本支出强度JBSSMO
| Q4 25 | 7.1% | 1.6% | ||
| Q3 25 | 8.3% | 0.9% | ||
| Q2 25 | 5.0% | 0.5% | ||
| Q1 25 | 4.5% | 0.7% | ||
| Q4 24 | 4.5% | 0.8% | ||
| Q3 24 | 4.3% | 0.5% | ||
| Q2 24 | 4.0% | 0.5% | ||
| Q1 24 | 2.4% | 0.6% |
现金转化率JBSSMO
| Q4 25 | 3.48× | 2.93× | ||
| Q3 25 | 1.72× | 1.30× | ||
| Q2 25 | 2.70× | 0.09× | ||
| Q1 25 | -1.29× | 2.53× | ||
| Q4 24 | 0.81× | 1.10× | ||
| Q3 24 | 0.77× | 1.14× | ||
| Q2 24 | 3.52× | -0.02× | ||
| Q1 24 | 0.39× | 1.35× |
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
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
MO
| Smokeable Products Segment | $5.1B | 88% |
| Oral Tobacco Segment | $706.0M | 12% |
