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SANFILIPPO JOHN B & SON INC（JBSS）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是SANFILIPPO JOHN B & SON INC的1.0倍（$324.4M vs $314.8M），Revolve Group, Inc.净利率更高（5.7% vs 5.7%，领先0.0%），Revolve Group, Inc.同比增速更快（10.4% vs 4.6%），SANFILIPPO JOHN B & SON INC自由现金流更多（$40.0M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 7.6%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
JBSS vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.0倍
$314.8M
营收增速更快
RVLV
高出5.9%
4.6%
净利率更高
RVLV
高出0.0%
5.7%
自由现金流更多
JBSS
多$53.3M
$-13.3M
两年增速更快
RVLV
近两年复合增速
7.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $314.8M | $324.4M |
| 净利润 | $18.0M | $18.6M |
| 毛利率 | 18.8% | 53.3% |
| 营业利润率 | 8.3% | 6.3% |
| 净利率 | 5.7% | 5.7% |
| 营收同比 | 4.6% | 10.4% |
| 净利润同比 | 32.1% | 50.4% |
| 每股收益（稀释后） | $1.53 | $0.27 |
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JBSSRVLV
| Q4 25 | $314.8M | $324.4M | ||
| Q3 25 | $298.7M | $295.6M | ||
| Q2 25 | $269.1M | $309.0M | ||
| Q1 25 | $260.9M | $296.7M | ||
| Q4 24 | $301.1M | $293.7M | ||
| Q3 24 | $276.2M | $283.1M | ||
| Q2 24 | $269.6M | $282.5M | ||
| Q1 24 | $271.9M | $270.6M |
净利润JBSSRVLV
| Q4 25 | $18.0M | $18.6M | ||
| Q3 25 | $18.7M | $21.2M | ||
| Q2 25 | $13.5M | $10.2M | ||
| Q1 25 | $20.2M | $11.8M | ||
| Q4 24 | $13.6M | $12.3M | ||
| Q3 24 | $11.7M | $11.0M | ||
| Q2 24 | $10.0M | $15.4M | ||
| Q1 24 | $13.5M | $10.9M |
毛利率JBSSRVLV
| Q4 25 | 18.8% | 53.3% | ||
| Q3 25 | 18.1% | 54.6% | ||
| Q2 25 | 18.1% | 54.1% | ||
| Q1 25 | 21.4% | 52.0% | ||
| Q4 24 | 17.4% | 52.5% | ||
| Q3 24 | 16.9% | 51.2% | ||
| Q2 24 | 18.5% | 54.0% | ||
| Q1 24 | 18.1% | 52.3% |
营业利润率JBSSRVLV
| Q4 25 | 8.3% | 6.3% | ||
| Q3 25 | 9.0% | 7.1% | ||
| Q2 25 | 7.5% | 5.8% | ||
| Q1 25 | 10.8% | 5.0% | ||
| Q4 24 | 6.4% | 3.9% | ||
| Q3 24 | 6.2% | 5.0% | ||
| Q2 24 | 5.4% | 5.8% | ||
| Q1 24 | 6.7% | 3.4% |
净利率JBSSRVLV
| Q4 25 | 5.7% | 5.7% | ||
| Q3 25 | 6.3% | 7.2% | ||
| Q2 25 | 5.0% | 3.3% | ||
| Q1 25 | 7.7% | 4.0% | ||
| Q4 24 | 4.5% | 4.2% | ||
| Q3 24 | 4.2% | 3.9% | ||
| Q2 24 | 3.7% | 5.4% | ||
| Q1 24 | 5.0% | 4.0% |
每股收益（稀释后）JBSSRVLV
| Q4 25 | $1.53 | $0.27 | ||
| Q3 25 | $1.59 | $0.29 | ||
| Q2 25 | $1.15 | $0.14 | ||
| Q1 25 | $1.72 | $0.16 | ||
| Q4 24 | $1.16 | $0.18 | ||
| Q3 24 | $1.00 | $0.15 | ||
| Q2 24 | $0.85 | $0.21 | ||
| Q1 24 | $1.15 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | $28.8M | — |
| 股东权益账面价值 | $370.1M | $512.5M |
| 总资产 | $617.7M | $765.0M |
| 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JBSSRVLV
| Q4 25 | $2.4M | $292.3M | ||
| Q3 25 | $714.0K | $315.4M | ||
| Q2 25 | $585.0K | $310.7M | ||
| Q1 25 | $1.3M | $300.8M | ||
| Q4 24 | $336.0K | $256.6M | ||
| Q3 24 | $442.0K | $252.8M | ||
| Q2 24 | $484.0K | $244.7M | ||
| Q1 24 | $377.0K | $273.4M |
总债务JBSSRVLV
| 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 | — | ||
| Q1 24 | $6.6M | — |
股东权益JBSSRVLV
| Q4 25 | $370.1M | $512.5M | ||
| Q3 25 | $362.8M | $490.2M | ||
| Q2 25 | $360.7M | $468.6M | ||
| Q1 25 | $346.6M | $453.4M | ||
| Q4 24 | $325.6M | $437.8M | ||
| Q3 24 | $310.8M | $420.8M | ||
| Q2 24 | $322.6M | $405.8M | ||
| Q1 24 | $321.8M | $389.9M |
总资产JBSSRVLV
| Q4 25 | $617.7M | $765.0M | ||
| Q3 25 | $598.7M | $751.3M | ||
| Q2 25 | $597.6M | $722.9M | ||
| Q1 25 | $590.0M | $713.9M | ||
| Q4 24 | $545.3M | $665.5M | ||
| Q3 24 | $519.4M | $670.9M | ||
| Q2 24 | $515.6M | $657.8M | ||
| Q1 24 | $491.9M | $650.0M |
负债/权益比JBSSRVLV
| 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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $40.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 12.7% | -4.1% |
| 资本支出强度资本支出/营收 | 7.1% | 1.0% |
| 现金转化率经营现金流/净利润 | 3.48× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $32.8M | $48.0M |
8季度趋势，按日历期对齐
经营现金流JBSSRVLV
| Q4 25 | $62.5M | $-10.2M | ||
| Q3 25 | $32.1M | $11.8M | ||
| Q2 25 | $36.5M | $12.6M | ||
| Q1 25 | $-25.9M | $45.1M | ||
| Q4 24 | $11.0M | $3.9M | ||
| Q3 24 | $8.9M | $9.1M | ||
| Q2 24 | $35.2M | $-24.7M | ||
| Q1 24 | $5.3M | $38.4M |
自由现金流JBSSRVLV
| Q4 25 | $40.0M | $-13.3M | ||
| Q3 25 | $7.3M | $7.5M | ||
| Q2 25 | $23.0M | $10.4M | ||
| Q1 25 | $-37.6M | $43.4M | ||
| Q4 24 | $-2.7M | $2.1M | ||
| Q3 24 | $-3.0M | $8.0M | ||
| Q2 24 | $24.4M | $-25.7M | ||
| Q1 24 | $-1.3M | $36.7M |
自由现金流率JBSSRVLV
| Q4 25 | 12.7% | -4.1% | ||
| Q3 25 | 2.4% | 2.5% | ||
| Q2 25 | 8.6% | 3.4% | ||
| Q1 25 | -14.4% | 14.6% | ||
| Q4 24 | -0.9% | 0.7% | ||
| Q3 24 | -1.1% | 2.8% | ||
| Q2 24 | 9.0% | -9.1% | ||
| Q1 24 | -0.5% | 13.5% |
资本支出强度JBSSRVLV
| Q4 25 | 7.1% | 1.0% | ||
| Q3 25 | 8.3% | 1.5% | ||
| Q2 25 | 5.0% | 0.7% | ||
| Q1 25 | 4.5% | 0.6% | ||
| Q4 24 | 4.5% | 0.6% | ||
| Q3 24 | 4.3% | 0.4% | ||
| Q2 24 | 4.0% | 0.4% | ||
| Q1 24 | 2.4% | 0.6% |
现金转化率JBSSRVLV
| Q4 25 | 3.48× | -0.55× | ||
| Q3 25 | 1.72× | 0.56× | ||
| Q2 25 | 2.70× | 1.24× | ||
| Q1 25 | -1.29× | 3.82× | ||
| Q4 24 | 0.81× | 0.32× | ||
| Q3 24 | 0.77× | 0.83× | ||
| Q2 24 | 3.52× | -1.60× | ||
| Q1 24 | 0.39× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
