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J&J SNACK FOODS CORP（JJSF）与Kosmos Energy Ltd.（KOS）财务数据对比。点击上方公司名可切换其他公司
J&J SNACK FOODS CORP的季度营收约是Kosmos Energy Ltd.的1.2倍（$343.8M vs $294.6M），J&J SNACK FOODS CORP同比增速更快（-5.2% vs -25.9%），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -16.5%）
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
JJSF vs KOS — 直观对比
营收规模更大
JJSF
是对方的1.2倍
$294.6M
营收增速更快
JJSF
高出20.7%
-25.9%
两年增速更快
JJSF
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $294.6M |
| 净利润 | $883.0K | — |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | -125.7% |
| 净利率 | 0.3% | — |
| 营收同比 | -5.2% | -25.9% |
| 净利润同比 | -82.8% | — |
| 每股收益（稀释后） | $0.05 | $-0.80 |
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JJSFKOS
| Q4 25 | $343.8M | $294.6M | ||
| Q3 25 | $410.2M | $311.0M | ||
| Q2 25 | $454.3M | $392.6M | ||
| Q1 25 | $356.1M | $290.1M | ||
| Q4 24 | $362.6M | $397.6M | ||
| Q3 24 | $426.8M | $407.8M | ||
| Q2 24 | $440.0M | $447.8M | ||
| Q1 24 | $359.7M | $422.3M |
净利润JJSFKOS
| Q4 25 | $883.0K | — | ||
| Q3 25 | $11.4M | $-124.3M | ||
| Q2 25 | $44.2M | $-87.7M | ||
| Q1 25 | $4.8M | $-110.6M | ||
| Q4 24 | $5.1M | — | ||
| Q3 24 | $29.6M | $45.0M | ||
| Q2 24 | $36.3M | $59.8M | ||
| Q1 24 | $13.3M | $91.7M |
毛利率JJSFKOS
| Q4 25 | 27.9% | — | ||
| Q3 25 | 31.7% | — | ||
| Q2 25 | 33.0% | — | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 25.9% | — | ||
| Q3 24 | 31.8% | — | ||
| Q2 24 | 33.6% | — | ||
| Q1 24 | 30.1% | — |
营业利润率JJSFKOS
| Q4 25 | 0.2% | -125.7% | ||
| Q3 25 | 2.8% | -34.2% | ||
| Q2 25 | 13.3% | -16.2% | ||
| Q1 25 | 1.7% | -32.4% | ||
| Q4 24 | 1.7% | -8.5% | ||
| Q3 24 | 9.3% | 26.1% | ||
| Q2 24 | 11.4% | 30.2% | ||
| Q1 24 | 5.0% | 33.6% |
净利率JJSFKOS
| Q4 25 | 0.3% | — | ||
| Q3 25 | 2.8% | -40.0% | ||
| Q2 25 | 9.7% | -22.3% | ||
| Q1 25 | 1.4% | -38.1% | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 6.9% | 11.0% | ||
| Q2 24 | 8.3% | 13.3% | ||
| Q1 24 | 3.7% | 21.7% |
每股收益（稀释后）JJSFKOS
| Q4 25 | $0.05 | $-0.80 | ||
| Q3 25 | $0.59 | $-0.26 | ||
| Q2 25 | $2.26 | $-0.18 | ||
| Q1 25 | $0.25 | $-0.23 | ||
| Q4 24 | $0.26 | $0.00 | ||
| Q3 24 | $1.52 | $0.09 | ||
| Q2 24 | $1.87 | $0.12 | ||
| Q1 24 | $0.69 | $0.19 |
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 | $66.8M | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $912.9M | $528.6M |
| 总资产 | $1.3B | $4.7B |
| 负债/权益比越低杠杆越低 | — | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资JJSFKOS
| Q4 25 | $66.8M | $91.5M | ||
| Q3 25 | $105.9M | $64.0M | ||
| Q2 25 | $77.4M | $51.7M | ||
| Q1 25 | $48.5M | $49.8M | ||
| Q4 24 | $73.6M | $85.0M | ||
| Q3 24 | $73.4M | $51.6M | ||
| Q2 24 | $64.0M | $173.8M | ||
| Q1 24 | $43.6M | $254.3M |
总债务JJSFKOS
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益JJSFKOS
| Q4 25 | $912.9M | $528.6M | ||
| Q3 25 | $966.7M | $898.8M | ||
| Q2 25 | $969.9M | $1.0B | ||
| Q1 25 | $935.0M | $1.1B | ||
| Q4 24 | $946.8M | $1.2B | ||
| Q3 24 | $957.0M | $1.2B | ||
| Q2 24 | $937.9M | $1.1B | ||
| Q1 24 | $915.7M | $1.1B |
总资产JJSFKOS
| Q4 25 | $1.3B | $4.7B | ||
| Q3 25 | $1.4B | $5.1B | ||
| Q2 25 | $1.4B | $5.2B | ||
| Q1 25 | $1.4B | $5.3B | ||
| Q4 24 | $1.3B | $5.3B | ||
| Q3 24 | $1.4B | $5.5B | ||
| Q2 24 | $1.4B | $5.4B | ||
| Q1 24 | $1.3B | $5.4B |
负债/权益比JJSFKOS
| Q4 25 | — | 5.78× | ||
| Q3 25 | — | 3.31× | ||
| Q2 25 | — | 2.80× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $36.0M | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | — |
| 自由现金流率自由现金流/营收 | 4.9% | — |
| 资本支出强度资本支出/营收 | 5.5% | — |
| 现金转化率经营现金流/净利润 | 40.73× | — |
| 过去12个月自由现金流最近4个季度 | $83.1M | — |
8季度趋势，按日历期对齐
经营现金流JJSFKOS
| Q4 25 | $36.0M | $35.3M | ||
| Q3 25 | $66.4M | $-27.6M | ||
| Q2 25 | $51.2M | $127.2M | ||
| Q1 25 | $12.3M | $-888.0K | ||
| Q4 24 | $35.2M | $175.7M | ||
| Q3 24 | $46.3M | $6.3M | ||
| Q2 24 | $65.0M | $223.7M | ||
| Q1 24 | $12.7M | $272.6M |
自由现金流JJSFKOS
| Q4 25 | $17.0M | — | ||
| Q3 25 | $44.8M | — | ||
| Q2 25 | $28.5M | — | ||
| Q1 25 | $-7.2M | — | ||
| Q4 24 | $16.1M | — | ||
| Q3 24 | $29.1M | — | ||
| Q2 24 | $45.3M | — | ||
| Q1 24 | $-4.0M | — |
自由现金流率JJSFKOS
| Q4 25 | 4.9% | — | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | -2.0% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 6.8% | — | ||
| Q2 24 | 10.3% | — | ||
| Q1 24 | -1.1% | — |
资本支出强度JJSFKOS
| Q4 25 | 5.5% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 4.5% | — | ||
| Q1 24 | 4.6% | — |
现金转化率JJSFKOS
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | 0.14× | ||
| Q2 24 | 1.79× | 3.74× | ||
| Q1 24 | 0.96× | 2.97× |
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
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
