vs
SANFILIPPO JOHN B & SON INC（JBSS）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是SANFILIPPO JOHN B & SON INC的2.0倍（$622.0M vs $314.8M），Royalty Pharma plc净利率更高（34.4% vs 5.7%，领先28.7%），Royalty Pharma plc同比增速更快（4.8% vs 4.6%），过去两年SANFILIPPO JOHN B & SON INC的营收复合增速更高（7.6% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
JBSS vs RPRX — 直观对比
营收规模更大
RPRX
是对方的2.0倍
$314.8M
营收增速更快
RPRX
高出0.2%
4.6%
净利率更高
RPRX
高出28.7%
5.7%
两年增速更快
JBSS
近两年复合增速
4.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $314.8M | $622.0M |
| 净利润 | $18.0M | $214.2M |
| 毛利率 | 18.8% | — |
| 营业利润率 | 8.3% | 62.4% |
| 净利率 | 5.7% | 34.4% |
| 营收同比 | 4.6% | 4.8% |
| 净利润同比 | 32.1% | 2.9% |
| 每股收益（稀释后） | $1.53 | $0.49 |
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JBSSRPRX
| Q4 25 | $314.8M | $622.0M | ||
| Q3 25 | $298.7M | $609.3M | ||
| Q2 25 | $269.1M | $578.7M | ||
| Q1 25 | $260.9M | $568.2M | ||
| Q4 24 | $301.1M | $593.6M | ||
| Q3 24 | $276.2M | $564.7M | ||
| Q2 24 | $269.6M | $537.3M | ||
| Q1 24 | $271.9M | $568.0M |
净利润JBSSRPRX
| Q4 25 | $18.0M | $214.2M | ||
| Q3 25 | $18.7M | $288.2M | ||
| Q2 25 | $13.5M | $30.2M | ||
| Q1 25 | $20.2M | $238.3M | ||
| Q4 24 | $13.6M | $208.2M | ||
| Q3 24 | $11.7M | $544.0M | ||
| Q2 24 | $10.0M | $102.0M | ||
| Q1 24 | $13.5M | $4.8M |
毛利率JBSSRPRX
| Q4 25 | 18.8% | — | ||
| Q3 25 | 18.1% | — | ||
| Q2 25 | 18.1% | — | ||
| Q1 25 | 21.4% | — | ||
| Q4 24 | 17.4% | — | ||
| Q3 24 | 16.9% | — | ||
| Q2 24 | 18.5% | — | ||
| Q1 24 | 18.1% | — |
营业利润率JBSSRPRX
| Q4 25 | 8.3% | 62.4% | ||
| Q3 25 | 9.0% | 70.1% | ||
| Q2 25 | 7.5% | 36.3% | ||
| Q1 25 | 10.8% | 94.0% | ||
| Q4 24 | 6.4% | 60.9% | ||
| Q3 24 | 6.2% | — | ||
| Q2 24 | 5.4% | 50.2% | ||
| Q1 24 | 6.7% | -13.0% |
净利率JBSSRPRX
| Q4 25 | 5.7% | 34.4% | ||
| Q3 25 | 6.3% | 47.3% | ||
| Q2 25 | 5.0% | 5.2% | ||
| Q1 25 | 7.7% | 41.9% | ||
| Q4 24 | 4.5% | 35.1% | ||
| Q3 24 | 4.2% | 96.3% | ||
| Q2 24 | 3.7% | 19.0% | ||
| Q1 24 | 5.0% | 0.8% |
每股收益（稀释后）JBSSRPRX
| Q4 25 | $1.53 | $0.49 | ||
| Q3 25 | $1.59 | $0.67 | ||
| Q2 25 | $1.15 | $0.07 | ||
| Q1 25 | $1.72 | $0.55 | ||
| Q4 24 | $1.16 | $0.46 | ||
| Q3 24 | $1.00 | $1.21 | ||
| Q2 24 | $0.85 | $0.23 | ||
| Q1 24 | $1.15 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | $28.8M | $9.0B |
| 股东权益账面价值 | $370.1M | $9.7B |
| 总资产 | $617.7M | $19.6B |
| 负债/权益比越低杠杆越低 | 0.08× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资JBSSRPRX
| Q4 25 | $2.4M | $618.7M | ||
| Q3 25 | $714.0K | $938.9M | ||
| Q2 25 | $585.0K | $631.9M | ||
| Q1 25 | $1.3M | $1.1B | ||
| Q4 24 | $336.0K | $929.0M | ||
| Q3 24 | $442.0K | $950.1M | ||
| Q2 24 | $484.0K | $1.8B | ||
| Q1 24 | $377.0K | $843.0M |
总债务JBSSRPRX
| Q4 25 | $28.8M | $9.0B | ||
| Q3 25 | $29.8M | $8.9B | ||
| Q2 25 | $14.6M | $8.0B | ||
| Q1 25 | $5.8M | $7.6B | ||
| Q4 24 | $6.0M | $7.6B | ||
| Q3 24 | $6.2M | $7.6B | ||
| Q2 24 | $6.4M | $7.6B | ||
| Q1 24 | $6.6M | $6.1B |
股东权益JBSSRPRX
| Q4 25 | $370.1M | $9.7B | ||
| Q3 25 | $362.8M | $9.6B | ||
| Q2 25 | $360.7M | $9.5B | ||
| Q1 25 | $346.6M | $9.8B | ||
| Q4 24 | $325.6M | $10.3B | ||
| Q3 24 | $310.8M | $10.3B | ||
| Q2 24 | $322.6M | $9.8B | ||
| Q1 24 | $321.8M | $9.9B |
总资产JBSSRPRX
| Q4 25 | $617.7M | $19.6B | ||
| Q3 25 | $598.7M | $19.3B | ||
| Q2 25 | $597.6M | $18.3B | ||
| Q1 25 | $590.0M | $17.6B | ||
| Q4 24 | $545.3M | $18.2B | ||
| Q3 24 | $519.4M | $18.0B | ||
| Q2 24 | $515.6M | $17.7B | ||
| Q1 24 | $491.9M | $16.1B |
负债/权益比JBSSRPRX
| Q4 25 | 0.08× | 0.92× | ||
| Q3 25 | 0.08× | 0.93× | ||
| Q2 25 | 0.04× | 0.84× | ||
| Q1 25 | 0.02× | 0.78× | ||
| Q4 24 | 0.02× | 0.74× | ||
| Q3 24 | 0.02× | 0.74× | ||
| Q2 24 | 0.02× | 0.78× | ||
| Q1 24 | 0.02× | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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JBSSRPRX
| Q4 25 | $62.5M | $827.1M | ||
| Q3 25 | $32.1M | $702.6M | ||
| Q2 25 | $36.5M | $364.0M | ||
| Q1 25 | $-25.9M | $596.1M | ||
| Q4 24 | $11.0M | $742.5M | ||
| Q3 24 | $8.9M | $703.6M | ||
| Q2 24 | $35.2M | $658.2M | ||
| Q1 24 | $5.3M | $664.6M |
自由现金流JBSSRPRX
| Q4 25 | $40.0M | — | ||
| Q3 25 | $7.3M | — | ||
| Q2 25 | $23.0M | — | ||
| Q1 25 | $-37.6M | — | ||
| Q4 24 | $-2.7M | — | ||
| Q3 24 | $-3.0M | — | ||
| Q2 24 | $24.4M | — | ||
| Q1 24 | $-1.3M | — |
自由现金流率JBSSRPRX
| Q4 25 | 12.7% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 8.6% | — | ||
| Q1 25 | -14.4% | — | ||
| Q4 24 | -0.9% | — | ||
| Q3 24 | -1.1% | — | ||
| Q2 24 | 9.0% | — | ||
| Q1 24 | -0.5% | — |
资本支出强度JBSSRPRX
| Q4 25 | 7.1% | — | ||
| Q3 25 | 8.3% | — | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 4.0% | — | ||
| Q1 24 | 2.4% | — |
现金转化率JBSSRPRX
| Q4 25 | 3.48× | 3.86× | ||
| Q3 25 | 1.72× | 2.44× | ||
| Q2 25 | 2.70× | 12.06× | ||
| Q1 25 | -1.29× | 2.50× | ||
| Q4 24 | 0.81× | 3.57× | ||
| Q3 24 | 0.77× | 1.29× | ||
| Q2 24 | 3.52× | 6.45× | ||
| Q1 24 | 0.39× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
