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SANFILIPPO JOHN B & SON INC（JBSS）与Ribbon Communications Inc.（RBBN）财务数据对比。点击上方公司名可切换其他公司
SANFILIPPO JOHN B & SON INC的季度营收约是Ribbon Communications Inc.的1.9倍（$314.8M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 5.7%，领先49.1%），SANFILIPPO JOHN B & SON INC同比增速更快（4.6% vs -10.3%），过去两年SANFILIPPO JOHN B & SON INC的营收复合增速更高（7.6% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
JBSS vs RBBN — 直观对比
营收规模更大
JBSS
是对方的1.9倍
$162.6M
营收增速更快
JBSS
高出14.9%
-10.3%
净利率更高
RBBN
高出49.1%
5.7%
两年增速更快
JBSS
近两年复合增速
-8.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $314.8M | $162.6M |
| 净利润 | $18.0M | $89.1M |
| 毛利率 | 18.8% | 42.9% |
| 营业利润率 | 8.3% | 37.6% |
| 净利率 | 5.7% | 54.8% |
| 营收同比 | 4.6% | -10.3% |
| 净利润同比 | 32.1% | — |
| 每股收益（稀释后） | $1.53 | $0.50 |
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JBSSRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $314.8M | $227.3M | ||
| Q3 25 | $298.7M | $215.4M | ||
| Q2 25 | $269.1M | $220.6M | ||
| Q1 25 | $260.9M | $181.3M | ||
| Q4 24 | $301.1M | $251.4M | ||
| Q3 24 | $276.2M | $210.2M | ||
| Q2 24 | $269.6M | $192.6M |
净利润JBSSRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $18.0M | — | ||
| Q3 25 | $18.7M | $-12.1M | ||
| Q2 25 | $13.5M | $-11.1M | ||
| Q1 25 | $20.2M | $-26.2M | ||
| Q4 24 | $13.6M | — | ||
| Q3 24 | $11.7M | $-13.4M | ||
| Q2 24 | $10.0M | $-16.8M |
毛利率JBSSRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 18.8% | 53.3% | ||
| Q3 25 | 18.1% | 50.1% | ||
| Q2 25 | 18.1% | 49.6% | ||
| Q1 25 | 21.4% | 45.4% | ||
| Q4 24 | 17.4% | 55.7% | ||
| Q3 24 | 16.9% | 52.1% | ||
| Q2 24 | 18.5% | 50.8% |
营业利润率JBSSRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 8.3% | 4.1% | ||
| Q3 25 | 9.0% | 1.3% | ||
| Q2 25 | 7.5% | 1.9% | ||
| Q1 25 | 10.8% | -10.8% | ||
| Q4 24 | 6.4% | 13.2% | ||
| Q3 24 | 6.2% | -0.4% | ||
| Q2 24 | 5.4% | -1.0% |
净利率JBSSRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 5.7% | — | ||
| Q3 25 | 6.3% | -5.6% | ||
| Q2 25 | 5.0% | -5.0% | ||
| Q1 25 | 7.7% | -14.5% | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 4.2% | -6.4% | ||
| Q2 24 | 3.7% | -8.7% |
每股收益（稀释后）JBSSRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $1.53 | $0.50 | ||
| Q3 25 | $1.59 | $-0.07 | ||
| Q2 25 | $1.15 | $-0.06 | ||
| Q1 25 | $1.72 | $-0.15 | ||
| Q4 24 | $1.16 | $0.05 | ||
| Q3 24 | $1.00 | $-0.08 | ||
| Q2 24 | $0.85 | $-0.10 |
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 | $67.6M |
| 总债务越低越好 | $28.8M | — |
| 股东权益账面价值 | $370.1M | $419.1M |
| 总资产 | $617.7M | — |
| 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JBSSRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $2.4M | $96.4M | ||
| Q3 25 | $714.0K | $74.8M | ||
| Q2 25 | $585.0K | $60.5M | ||
| Q1 25 | $1.3M | $71.2M | ||
| Q4 24 | $336.0K | $87.8M | ||
| Q3 24 | $442.0K | $37.2M | ||
| Q2 24 | $484.0K | $64.6M |
总债务JBSSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $28.8M | $342.1M | ||
| Q3 25 | $29.8M | $344.3M | ||
| Q2 25 | $14.6M | $346.5M | ||
| Q1 25 | $5.8M | $347.4M | ||
| Q4 24 | $6.0M | $348.3M | ||
| Q3 24 | $6.2M | $349.1M | ||
| Q2 24 | $6.4M | $350.0M |
股东权益JBSSRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $370.1M | $449.0M | ||
| Q3 25 | $362.8M | $360.1M | ||
| Q2 25 | $360.7M | $370.4M | ||
| Q1 25 | $346.6M | $381.8M | ||
| Q4 24 | $325.6M | $404.6M | ||
| Q3 24 | $310.8M | $395.5M | ||
| Q2 24 | $322.6M | $405.0M |
总资产JBSSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $617.7M | $1.2B | ||
| Q3 25 | $598.7M | $1.1B | ||
| Q2 25 | $597.6M | $1.1B | ||
| Q1 25 | $590.0M | $1.1B | ||
| Q4 24 | $545.3M | $1.2B | ||
| Q3 24 | $519.4M | $1.1B | ||
| Q2 24 | $515.6M | $1.1B |
负债/权益比JBSSRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.08× | 0.76× | ||
| Q3 25 | 0.08× | 0.96× | ||
| Q2 25 | 0.04× | 0.94× | ||
| Q1 25 | 0.02× | 0.91× | ||
| Q4 24 | 0.02× | 0.86× | ||
| Q3 24 | 0.02× | 0.88× | ||
| Q2 24 | 0.02× | 0.86× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $40.0M | — |
| 自由现金流率自由现金流/营收 | 12.7% | — |
| 资本支出强度资本支出/营收 | 7.1% | — |
| 现金转化率经营现金流/净利润 | 3.48× | — |
| 过去12个月自由现金流最近4个季度 | $32.8M | — |
8季度趋势，按日历期对齐
经营现金流JBSSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $62.5M | $29.2M | ||
| Q3 25 | $32.1M | $26.5M | ||
| Q2 25 | $36.5M | $-795.0K | ||
| Q1 25 | $-25.9M | $-3.5M | ||
| Q4 24 | $11.0M | $61.8M | ||
| Q3 24 | $8.9M | $-14.8M | ||
| Q2 24 | $35.2M | $-9.8M |
自由现金流JBSSRBBN
| Q1 26 | — | — | ||
| Q4 25 | $40.0M | $27.3M | ||
| Q3 25 | $7.3M | $21.0M | ||
| Q2 25 | $23.0M | $-6.5M | ||
| Q1 25 | $-37.6M | $-15.7M | ||
| Q4 24 | $-2.7M | $53.8M | ||
| Q3 24 | $-3.0M | $-23.7M | ||
| Q2 24 | $24.4M | $-12.9M |
自由现金流率JBSSRBBN
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 12.0% | ||
| Q3 25 | 2.4% | 9.7% | ||
| Q2 25 | 8.6% | -2.9% | ||
| Q1 25 | -14.4% | -8.7% | ||
| Q4 24 | -0.9% | 21.4% | ||
| Q3 24 | -1.1% | -11.3% | ||
| Q2 24 | 9.0% | -6.7% |
资本支出强度JBSSRBBN
| Q1 26 | — | — | ||
| Q4 25 | 7.1% | 0.9% | ||
| Q3 25 | 8.3% | 2.6% | ||
| Q2 25 | 5.0% | 2.6% | ||
| Q1 25 | 4.5% | 6.7% | ||
| Q4 24 | 4.5% | 3.2% | ||
| Q3 24 | 4.3% | 4.2% | ||
| Q2 24 | 4.0% | 1.6% |
现金转化率JBSSRBBN
| Q1 26 | — | — | ||
| Q4 25 | 3.48× | — | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 2.70× | — | ||
| Q1 25 | -1.29× | — | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 0.77× | — | ||
| Q2 24 | 3.52× | — |
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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
