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J&J SNACK FOODS CORP（JJSF）与LANDS' END, INC.（LE）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LANDS' END, INC.的1.1倍（$343.8M vs $317.5M），LANDS' END, INC.净利率更高（1.6% vs 0.3%，领先1.4%），LANDS' END, INC.同比增速更快（0.1% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-22.4M），过去两年LANDS' END, INC.的营收复合增速更高（-0.9% vs -2.2%）
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。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
JJSF vs LE — 直观对比
营收规模更大
JJSF
是对方的1.1倍
$317.5M
营收增速更快
LE
高出5.3%
-5.2%
净利率更高
LE
高出1.4%
0.3%
自由现金流更多
JJSF
多$39.4M
$-22.4M
两年增速更快
LE
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $317.5M |
| 净利润 | $883.0K | $5.2M |
| 毛利率 | 27.9% | 51.8% |
| 营业利润率 | 0.2% | 5.3% |
| 净利率 | 0.3% | 1.6% |
| 营收同比 | -5.2% | 0.1% |
| 净利润同比 | -82.8% | 198.3% |
| 每股收益（稀释后） | $0.05 | $0.17 |
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JJSFLE
| Q4 25 | $343.8M | $317.5M | ||
| Q3 25 | $410.2M | — | ||
| Q2 25 | $454.3M | $261.2M | ||
| Q1 25 | $356.1M | — | ||
| Q4 24 | $362.6M | $318.6M | ||
| Q3 24 | $426.8M | $317.2M | ||
| Q2 24 | $440.0M | $285.5M | ||
| Q1 24 | $359.7M | $514.9M |
净利润JJSFLE
| Q4 25 | $883.0K | $5.2M | ||
| Q3 25 | $11.4M | — | ||
| Q2 25 | $44.2M | $-8.3M | ||
| Q1 25 | $4.8M | — | ||
| Q4 24 | $5.1M | $-593.0K | ||
| Q3 24 | $29.6M | $-5.3M | ||
| Q2 24 | $36.3M | $-6.4M | ||
| Q1 24 | $13.3M | $-8.6M |
毛利率JJSFLE
| Q4 25 | 27.9% | 51.8% | ||
| Q3 25 | 31.7% | — | ||
| Q2 25 | 33.0% | 50.8% | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 25.9% | 50.6% | ||
| Q3 24 | 31.8% | 47.9% | ||
| Q2 24 | 33.6% | 48.7% | ||
| Q1 24 | 30.1% | 38.0% |
营业利润率JJSFLE
| Q4 25 | 0.2% | 5.3% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 13.3% | -0.9% | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 1.7% | 2.9% | ||
| Q3 24 | 9.3% | 0.8% | ||
| Q2 24 | 11.4% | 0.8% | ||
| Q1 24 | 5.0% | 1.6% |
净利率JJSFLE
| Q4 25 | 0.3% | 1.6% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 9.7% | -3.2% | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 1.4% | -0.2% | ||
| Q3 24 | 6.9% | -1.7% | ||
| Q2 24 | 8.3% | -2.3% | ||
| Q1 24 | 3.7% | -1.7% |
每股收益（稀释后）JJSFLE
| Q4 25 | $0.05 | $0.17 | ||
| Q3 25 | $0.59 | — | ||
| Q2 25 | $2.26 | $-0.27 | ||
| Q1 25 | $0.25 | — | ||
| Q4 24 | $0.26 | $-0.02 | ||
| Q3 24 | $1.52 | $-0.17 | ||
| Q2 24 | $1.87 | $-0.20 | ||
| Q1 24 | $0.69 | $-0.27 |
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 | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $231.0M |
| 总资产 | $1.3B | $852.7M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资JJSFLE
| Q4 25 | $66.8M | $36.3M | ||
| Q3 25 | $105.9M | — | ||
| Q2 25 | $77.4M | $18.1M | ||
| Q1 25 | $48.5M | — | ||
| Q4 24 | $73.6M | $30.4M | ||
| Q3 24 | $73.4M | $25.6M | ||
| Q2 24 | $64.0M | $27.4M | ||
| Q1 24 | $43.6M | $25.3M |
股东权益JJSFLE
| Q4 25 | $912.9M | $231.0M | ||
| Q3 25 | $966.7M | — | ||
| Q2 25 | $969.9M | $230.1M | ||
| Q1 25 | $935.0M | — | ||
| Q4 24 | $946.8M | $223.6M | ||
| Q3 24 | $957.0M | $226.5M | ||
| Q2 24 | $937.9M | $234.6M | ||
| Q1 24 | $915.7M | $241.6M |
总资产JJSFLE
| Q4 25 | $1.3B | $852.7M | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | $760.5M | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.3B | $843.6M | ||
| Q3 24 | $1.4B | $802.5M | ||
| Q2 24 | $1.4B | $800.1M | ||
| Q1 24 | $1.3B | $811.5M |
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 | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $-22.4M |
| 自由现金流率自由现金流/营收 | 4.9% | -7.1% |
| 资本支出强度资本支出/营收 | 5.5% | 2.1% |
| 现金转化率经营现金流/净利润 | 40.73× | -3.03× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $-55.0M |
8季度趋势，按日历期对齐
经营现金流JJSFLE
| Q4 25 | $36.0M | $-15.7M | ||
| Q3 25 | $66.4M | — | ||
| Q2 25 | $51.2M | $-22.5M | ||
| Q1 25 | $12.3M | — | ||
| Q4 24 | $35.2M | $-17.1M | ||
| Q3 24 | $46.3M | $30.7M | ||
| Q2 24 | $65.0M | $-25.8M | ||
| Q1 24 | $12.7M | $93.9M |
自由现金流JJSFLE
| Q4 25 | $17.0M | $-22.4M | ||
| Q3 25 | $44.8M | — | ||
| Q2 25 | $28.5M | $-30.7M | ||
| Q1 25 | $-7.2M | — | ||
| Q4 24 | $16.1M | $-27.8M | ||
| Q3 24 | $29.1M | $26.0M | ||
| Q2 24 | $45.3M | $-32.6M | ||
| Q1 24 | $-4.0M | $87.5M |
自由现金流率JJSFLE
| Q4 25 | 4.9% | -7.1% | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 6.3% | -11.8% | ||
| Q1 25 | -2.0% | — | ||
| Q4 24 | 4.4% | -8.7% | ||
| Q3 24 | 6.8% | 8.2% | ||
| Q2 24 | 10.3% | -11.4% | ||
| Q1 24 | -1.1% | 17.0% |
资本支出强度JJSFLE
| Q4 25 | 5.5% | 2.1% | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 5.0% | 3.2% | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 5.3% | 3.3% | ||
| Q3 24 | 4.0% | 1.5% | ||
| Q2 24 | 4.5% | 2.4% | ||
| Q1 24 | 4.6% | 1.2% |
现金转化率JJSFLE
| Q4 25 | 40.73× | -3.03× | ||
| Q3 25 | 5.84× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 1.79× | — | ||
| Q1 24 | 0.96× | — |
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% |
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
