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SANFILIPPO JOHN B & SON INC（JBSS）与ROGERS CORP（ROG）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ROGERS CORP的1.6倍（$314.8M vs $200.5M），SANFILIPPO JOHN B & SON INC净利率更高（5.7% vs 2.2%，领先3.5%），ROGERS CORP同比增速更快（5.2% vs 4.6%），SANFILIPPO JOHN B & SON INC自由现金流更多（$40.0M vs $1.1M），过去两年SANFILIPPO JOHN B & SON INC的营收复合增速更高（7.6% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
JBSS vs ROG — 直观对比
营收规模更大
JBSS
是对方的1.6倍
$200.5M
营收增速更快
ROG
高出0.7%
4.6%
净利率更高
JBSS
高出3.5%
2.2%
自由现金流更多
JBSS
多$38.9M
$1.1M
两年增速更快
JBSS
近两年复合增速
-3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $314.8M | $200.5M |
| 净利润 | $18.0M | $4.5M |
| 毛利率 | 18.8% | 32.2% |
| 营业利润率 | 8.3% | — |
| 净利率 | 5.7% | 2.2% |
| 营收同比 | 4.6% | 5.2% |
| 净利润同比 | 32.1% | 421.4% |
| 每股收益（稀释后） | $1.53 | $0.25 |
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JBSSROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $314.8M | $201.5M | ||
| Q3 25 | $298.7M | $216.0M | ||
| Q2 25 | $269.1M | $202.8M | ||
| Q1 25 | $260.9M | $190.5M | ||
| Q4 24 | $301.1M | $192.2M | ||
| Q3 24 | $276.2M | $210.3M | ||
| Q2 24 | $269.6M | $214.2M |
净利润JBSSROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $18.0M | $4.6M | ||
| Q3 25 | $18.7M | $8.6M | ||
| Q2 25 | $13.5M | $-73.6M | ||
| Q1 25 | $20.2M | $-1.4M | ||
| Q4 24 | $13.6M | $-500.0K | ||
| Q3 24 | $11.7M | $10.7M | ||
| Q2 24 | $10.0M | $8.1M |
毛利率JBSSROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 18.8% | 31.5% | ||
| Q3 25 | 18.1% | 33.5% | ||
| Q2 25 | 18.1% | 31.6% | ||
| Q1 25 | 21.4% | 29.9% | ||
| Q4 24 | 17.4% | 32.1% | ||
| Q3 24 | 16.9% | 35.2% | ||
| Q2 24 | 18.5% | 34.1% |
营业利润率JBSSROG
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 3.5% | ||
| Q3 25 | 9.0% | 7.3% | ||
| Q2 25 | 7.5% | -33.3% | ||
| Q1 25 | 10.8% | -0.2% | ||
| Q4 24 | 6.4% | -6.6% | ||
| Q3 24 | 6.2% | 6.9% | ||
| Q2 24 | 5.4% | 5.3% |
净利率JBSSROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 5.7% | 2.3% | ||
| Q3 25 | 6.3% | 4.0% | ||
| Q2 25 | 5.0% | -36.3% | ||
| Q1 25 | 7.7% | -0.7% | ||
| Q4 24 | 4.5% | -0.3% | ||
| Q3 24 | 4.2% | 5.1% | ||
| Q2 24 | 3.7% | 3.8% |
每股收益（稀释后）JBSSROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.53 | $0.20 | ||
| Q3 25 | $1.59 | $0.48 | ||
| Q2 25 | $1.15 | $-4.00 | ||
| Q1 25 | $1.72 | $-0.08 | ||
| Q4 24 | $1.16 | $-0.04 | ||
| Q3 24 | $1.00 | $0.58 | ||
| Q2 24 | $0.85 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | $28.8M | — |
| 股东权益账面价值 | $370.1M | $1.2B |
| 总资产 | $617.7M | $1.4B |
| 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JBSSROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $2.4M | $197.0M | ||
| Q3 25 | $714.0K | $167.8M | ||
| Q2 25 | $585.0K | $157.2M | ||
| Q1 25 | $1.3M | $175.6M | ||
| Q4 24 | $336.0K | $159.8M | ||
| Q3 24 | $442.0K | $146.4M | ||
| Q2 24 | $484.0K | $119.9M |
总债务JBSSROG
| Q1 26 | — | — | ||
| Q4 25 | $28.8M | — | ||
| Q3 25 | $29.8M | — | ||
| Q2 25 | $14.6M | — | ||
| Q1 25 | $5.8M | — | ||
| Q4 24 | $6.0M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $6.4M | — |
股东权益JBSSROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $370.1M | $1.2B | ||
| Q3 25 | $362.8M | $1.2B | ||
| Q2 25 | $360.7M | $1.2B | ||
| Q1 25 | $346.6M | $1.3B | ||
| Q4 24 | $325.6M | $1.3B | ||
| Q3 24 | $310.8M | $1.3B | ||
| Q2 24 | $322.6M | $1.3B |
总资产JBSSROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $617.7M | $1.4B | ||
| Q3 25 | $598.7M | $1.4B | ||
| Q2 25 | $597.6M | $1.5B | ||
| Q1 25 | $590.0M | $1.5B | ||
| Q4 24 | $545.3M | $1.5B | ||
| Q3 24 | $519.4M | $1.5B | ||
| Q2 24 | $515.6M | $1.5B |
负债/权益比JBSSROG
| Q1 26 | — | — | ||
| 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× | — |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $40.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 12.7% | 0.5% |
| 资本支出强度资本支出/营收 | 7.1% | 2.3% |
| 现金转化率经营现金流/净利润 | 3.48× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $32.8M | $70.1M |
8季度趋势，按日历期对齐
经营现金流JBSSROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $62.5M | $46.9M | ||
| Q3 25 | $32.1M | $28.9M | ||
| Q2 25 | $36.5M | $13.7M | ||
| Q1 25 | $-25.9M | $11.7M | ||
| Q4 24 | $11.0M | $33.7M | ||
| Q3 24 | $8.9M | $42.4M | ||
| Q2 24 | $35.2M | $22.9M |
自由现金流JBSSROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $40.0M | $42.2M | ||
| Q3 25 | $7.3M | $21.2M | ||
| Q2 25 | $23.0M | $5.6M | ||
| Q1 25 | $-37.6M | $2.1M | ||
| Q4 24 | $-2.7M | $18.3M | ||
| Q3 24 | $-3.0M | $25.2M | ||
| Q2 24 | $24.4M | $8.8M |
自由现金流率JBSSROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 12.7% | 20.9% | ||
| Q3 25 | 2.4% | 9.8% | ||
| Q2 25 | 8.6% | 2.8% | ||
| Q1 25 | -14.4% | 1.1% | ||
| Q4 24 | -0.9% | 9.5% | ||
| Q3 24 | -1.1% | 12.0% | ||
| Q2 24 | 9.0% | 4.1% |
资本支出强度JBSSROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 7.1% | 2.3% | ||
| Q3 25 | 8.3% | 3.6% | ||
| Q2 25 | 5.0% | 4.0% | ||
| Q1 25 | 4.5% | 5.0% | ||
| Q4 24 | 4.5% | 8.0% | ||
| Q3 24 | 4.3% | 8.2% | ||
| Q2 24 | 4.0% | 6.6% |
现金转化率JBSSROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 3.48× | 10.20× | ||
| Q3 25 | 1.72× | 3.36× | ||
| Q2 25 | 2.70× | — | ||
| Q1 25 | -1.29× | — | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 0.77× | 3.96× | ||
| Q2 24 | 3.52× | 2.83× |
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% |
ROG
暂无分部数据
