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J&J SNACK FOODS CORP（JJSF）与LifeStance Health Group, Inc.（LFST）财务数据对比。点击上方公司名可切换其他公司
LifeStance Health Group, Inc.的季度营收约是J&J SNACK FOODS CORP的1.1倍（$382.2M vs $343.8M），LifeStance Health Group, Inc.净利率更高（3.1% vs 0.3%，领先2.8%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -5.2%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $17.0M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% 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。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
JJSF vs LFST — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $382.2M |
| 净利润 | $883.0K | $11.7M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 4.7% |
| 净利率 | 0.3% | 3.1% |
| 营收同比 | -5.2% | 17.4% |
| 净利润同比 | -82.8% | 264.1% |
| 每股收益（稀释后） | $0.05 | — |
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
| Q4 25 | $343.8M | $382.2M | ||
| Q3 25 | $410.2M | $363.8M | ||
| Q2 25 | $454.3M | $345.3M | ||
| Q1 25 | $356.1M | $333.0M | ||
| Q4 24 | $362.6M | $325.5M | ||
| Q3 24 | $426.8M | $312.7M | ||
| Q2 24 | $440.0M | $312.3M | ||
| Q1 24 | $359.7M | $300.4M |
| Q4 25 | $883.0K | $11.7M | ||
| Q3 25 | $11.4M | $1.1M | ||
| Q2 25 | $44.2M | $-3.8M | ||
| Q1 25 | $4.8M | $709.0K | ||
| Q4 24 | $5.1M | $-7.1M | ||
| Q3 24 | $29.6M | $-6.0M | ||
| Q2 24 | $36.3M | $-23.3M | ||
| Q1 24 | $13.3M | $-21.1M |
| 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% | — |
| Q4 25 | 0.2% | 4.7% | ||
| Q3 25 | 2.8% | 2.0% | ||
| Q2 25 | 13.3% | -0.9% | ||
| Q1 25 | 1.7% | 0.5% | ||
| Q4 24 | 1.7% | 0.3% | ||
| Q3 24 | 9.3% | 0.0% | ||
| Q2 24 | 11.4% | -5.1% | ||
| Q1 24 | 5.0% | -5.6% |
| Q4 25 | 0.3% | 3.1% | ||
| Q3 25 | 2.8% | 0.3% | ||
| Q2 25 | 9.7% | -1.1% | ||
| Q1 25 | 1.4% | 0.2% | ||
| Q4 24 | 1.4% | -2.2% | ||
| Q3 24 | 6.9% | -1.9% | ||
| Q2 24 | 8.3% | -7.5% | ||
| Q1 24 | 3.7% | -7.0% |
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.59 | — | ||
| Q2 25 | $2.26 | — | ||
| Q1 25 | $0.25 | — | ||
| Q4 24 | $0.26 | — | ||
| Q3 24 | $1.52 | — | ||
| Q2 24 | $1.87 | — | ||
| Q1 24 | $0.69 | — |
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 | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $912.9M | $1.5B |
| 总资产 | $1.3B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | $66.8M | $248.6M | ||
| Q3 25 | $105.9M | $203.9M | ||
| Q2 25 | $77.4M | $188.9M | ||
| Q1 25 | $48.5M | $134.3M | ||
| Q4 24 | $73.6M | $154.6M | ||
| Q3 24 | $73.4M | $102.6M | ||
| Q2 24 | $64.0M | $87.0M | ||
| Q1 24 | $43.6M | $49.5M |
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M | ||
| Q1 24 | — | $288.8M |
| Q4 25 | $912.9M | $1.5B | ||
| Q3 25 | $966.7M | $1.5B | ||
| Q2 25 | $969.9M | $1.5B | ||
| Q1 25 | $935.0M | $1.5B | ||
| Q4 24 | $946.8M | $1.4B | ||
| Q3 24 | $957.0M | $1.4B | ||
| Q2 24 | $937.9M | $1.4B | ||
| Q1 24 | $915.7M | $1.4B |
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.4B | $2.1B | ||
| Q1 24 | $1.3B | $2.1B |
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.20× | ||
| Q1 24 | — | 0.20× |
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 | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $46.6M |
| 自由现金流率自由现金流/营收 | 4.9% | 12.2% |
| 资本支出强度资本支出/营收 | 5.5% | 2.9% |
| 现金转化率经营现金流/净利润 | 40.73× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $36.0M | $57.6M | ||
| Q3 25 | $66.4M | $27.3M | ||
| Q2 25 | $51.2M | $64.4M | ||
| Q1 25 | $12.3M | $-3.1M | ||
| Q4 24 | $35.2M | $62.3M | ||
| Q3 24 | $46.3M | $22.7M | ||
| Q2 24 | $65.0M | $44.1M | ||
| Q1 24 | $12.7M | $-21.8M |
| Q4 25 | $17.0M | $46.6M | ||
| Q3 25 | $44.8M | $17.0M | ||
| Q2 25 | $28.5M | $56.6M | ||
| Q1 25 | $-7.2M | $-10.3M | ||
| Q4 24 | $16.1M | $56.0M | ||
| Q3 24 | $29.1M | $17.7M | ||
| Q2 24 | $45.3M | $39.0M | ||
| Q1 24 | $-4.0M | $-26.9M |
| Q4 25 | 4.9% | 12.2% | ||
| Q3 25 | 10.9% | 4.7% | ||
| Q2 25 | 6.3% | 16.4% | ||
| Q1 25 | -2.0% | -3.1% | ||
| Q4 24 | 4.4% | 17.2% | ||
| Q3 24 | 6.8% | 5.7% | ||
| Q2 24 | 10.3% | 12.5% | ||
| Q1 24 | -1.1% | -9.0% |
| Q4 25 | 5.5% | 2.9% | ||
| Q3 25 | 5.3% | 2.8% | ||
| Q2 25 | 5.0% | 2.2% | ||
| Q1 25 | 5.5% | 2.2% | ||
| Q4 24 | 5.3% | 1.9% | ||
| Q3 24 | 4.0% | 1.6% | ||
| Q2 24 | 4.5% | 1.6% | ||
| Q1 24 | 4.6% | 1.7% |
| Q4 25 | 40.73× | 4.93× | ||
| Q3 25 | 5.84× | 25.34× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | -4.36× | ||
| 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% |
LFST
暂无分部数据
