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J&J SNACK FOODS CORP（JJSF）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
朗美通的季度营收约是J&J SNACK FOODS CORP的1.9倍（$665.5M vs $343.8M），朗美通净利率更高（11.8% vs 0.3%，领先11.5%），朗美通同比增速更快（65.5% vs -5.2%），朗美通自由现金流更多（$43.1M vs $17.0M），过去两年朗美通的营收复合增速更高（34.8% 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。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
JJSF vs LITE — 直观对比
营收规模更大
LITE
是对方的1.9倍
$343.8M
营收增速更快
LITE
高出70.7%
-5.2%
净利率更高
LITE
高出11.5%
0.3%
自由现金流更多
LITE
多$26.1M
$17.0M
两年增速更快
LITE
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $665.5M |
| 净利润 | $883.0K | $78.2M |
| 毛利率 | 27.9% | 36.1% |
| 营业利润率 | 0.2% | 9.7% |
| 净利率 | 0.3% | 11.8% |
| 营收同比 | -5.2% | 65.5% |
| 净利润同比 | -82.8% | 228.4% |
| 每股收益（稀释后） | $0.05 | $0.89 |
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JJSFLITE
| Q4 25 | $343.8M | $665.5M | ||
| Q3 25 | $410.2M | $533.8M | ||
| Q2 25 | $454.3M | $480.7M | ||
| Q1 25 | $356.1M | $425.2M | ||
| Q4 24 | $362.6M | $402.2M | ||
| Q3 24 | $426.8M | $336.9M | ||
| Q2 24 | $440.0M | $308.3M | ||
| Q1 24 | $359.7M | $366.5M |
净利润JJSFLITE
| Q4 25 | $883.0K | $78.2M | ||
| Q3 25 | $11.4M | $4.2M | ||
| Q2 25 | $44.2M | $213.3M | ||
| Q1 25 | $4.8M | $-44.1M | ||
| Q4 24 | $5.1M | $-60.9M | ||
| Q3 24 | $29.6M | $-82.4M | ||
| Q2 24 | $36.3M | $-252.5M | ||
| Q1 24 | $13.3M | $-127.0M |
毛利率JJSFLITE
| Q4 25 | 27.9% | 36.1% | ||
| Q3 25 | 31.7% | 34.0% | ||
| Q2 25 | 33.0% | 33.3% | ||
| Q1 25 | 26.9% | 28.8% | ||
| Q4 24 | 25.9% | 24.8% | ||
| Q3 24 | 31.8% | 23.1% | ||
| Q2 24 | 33.6% | 16.6% | ||
| Q1 24 | 30.1% | 16.2% |
营业利润率JJSFLITE
| Q4 25 | 0.2% | 9.7% | ||
| Q3 25 | 2.8% | 1.3% | ||
| Q2 25 | 13.3% | -1.7% | ||
| Q1 25 | 1.7% | -8.9% | ||
| Q4 24 | 1.7% | -12.8% | ||
| Q3 24 | 9.3% | -24.5% | ||
| Q2 24 | 11.4% | -43.3% | ||
| Q1 24 | 5.0% | -31.3% |
净利率JJSFLITE
| Q4 25 | 0.3% | 11.8% | ||
| Q3 25 | 2.8% | 0.8% | ||
| Q2 25 | 9.7% | 44.4% | ||
| Q1 25 | 1.4% | -10.4% | ||
| Q4 24 | 1.4% | -15.1% | ||
| Q3 24 | 6.9% | -24.5% | ||
| Q2 24 | 8.3% | -81.9% | ||
| Q1 24 | 3.7% | -34.7% |
每股收益（稀释后）JJSFLITE
| Q4 25 | $0.05 | $0.89 | ||
| Q3 25 | $0.59 | $0.05 | ||
| Q2 25 | $2.26 | $3.10 | ||
| Q1 25 | $0.25 | $-0.64 | ||
| Q4 24 | $0.26 | $-0.88 | ||
| Q3 24 | $1.52 | $-1.21 | ||
| Q2 24 | $1.87 | $-3.75 | ||
| Q1 24 | $0.69 | $-1.88 |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $846.6M |
| 总资产 | $1.3B | $4.8B |
| 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JJSFLITE
| Q4 25 | $66.8M | $1.2B | ||
| Q3 25 | $105.9M | $1.1B | ||
| Q2 25 | $77.4M | $877.1M | ||
| Q1 25 | $48.5M | $866.7M | ||
| Q4 24 | $73.6M | $896.7M | ||
| Q3 24 | $73.4M | $916.1M | ||
| Q2 24 | $64.0M | $887.0M | ||
| Q1 24 | $43.6M | $870.9M |
股东权益JJSFLITE
| Q4 25 | $912.9M | $846.6M | ||
| Q3 25 | $966.7M | $780.8M | ||
| Q2 25 | $969.9M | $1.1B | ||
| Q1 25 | $935.0M | $879.5M | ||
| Q4 24 | $946.8M | $872.3M | ||
| Q3 24 | $957.0M | $895.9M | ||
| Q2 24 | $937.9M | $957.3M | ||
| Q1 24 | $915.7M | $1.2B |
总资产JJSFLITE
| Q4 25 | $1.3B | $4.8B | ||
| Q3 25 | $1.4B | $4.6B | ||
| Q2 25 | $1.4B | $4.2B | ||
| Q1 25 | $1.4B | $4.0B | ||
| Q4 24 | $1.3B | $4.0B | ||
| Q3 24 | $1.4B | $4.0B | ||
| Q2 24 | $1.4B | $3.9B | ||
| Q1 24 | $1.3B | $4.2B |
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 | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $43.1M |
| 自由现金流率自由现金流/营收 | 4.9% | 6.5% |
| 资本支出强度资本支出/营收 | 5.5% | 12.6% |
| 现金转化率经营现金流/净利润 | 40.73× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流JJSFLITE
| Q4 25 | $36.0M | $126.7M | ||
| Q3 25 | $66.4M | $57.9M | ||
| Q2 25 | $51.2M | $64.0M | ||
| Q1 25 | $12.3M | $-1.6M | ||
| Q4 24 | $35.2M | $24.3M | ||
| Q3 24 | $46.3M | $39.6M | ||
| Q2 24 | $65.0M | $35.5M | ||
| Q1 24 | $12.7M | $-7.0M |
自由现金流JJSFLITE
| Q4 25 | $17.0M | $43.1M | ||
| Q3 25 | $44.8M | $-18.3M | ||
| Q2 25 | $28.5M | $10.1M | ||
| Q1 25 | $-7.2M | $-64.4M | ||
| Q4 24 | $16.1M | $-15.9M | ||
| Q3 24 | $29.1M | $-34.5M | ||
| Q2 24 | $45.3M | $10.9M | ||
| Q1 24 | $-4.0M | $-26.6M |
自由现金流率JJSFLITE
| Q4 25 | 4.9% | 6.5% | ||
| Q3 25 | 10.9% | -3.4% | ||
| Q2 25 | 6.3% | 2.1% | ||
| Q1 25 | -2.0% | -15.1% | ||
| Q4 24 | 4.4% | -4.0% | ||
| Q3 24 | 6.8% | -10.2% | ||
| Q2 24 | 10.3% | 3.5% | ||
| Q1 24 | -1.1% | -7.3% |
资本支出强度JJSFLITE
| Q4 25 | 5.5% | 12.6% | ||
| Q3 25 | 5.3% | 14.3% | ||
| Q2 25 | 5.0% | 11.2% | ||
| Q1 25 | 5.5% | 14.8% | ||
| Q4 24 | 5.3% | 10.0% | ||
| Q3 24 | 4.0% | 22.0% | ||
| Q2 24 | 4.5% | 8.0% | ||
| Q1 24 | 4.6% | 5.3% |
现金转化率JJSFLITE
| Q4 25 | 40.73× | 1.62× | ||
| Q3 25 | 5.84× | 13.79× | ||
| Q2 25 | 1.16× | 0.30× | ||
| 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% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
