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J&J SNACK FOODS CORP（JJSF）与Limbach Holdings, Inc.（LMB）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Limbach Holdings, Inc.的1.8倍（$343.8M vs $186.9M），Limbach Holdings, Inc.净利率更高（6.6% vs 0.3%，领先6.3%），Limbach Holdings, Inc.同比增速更快（30.1% vs -5.2%），Limbach Holdings, Inc.自由现金流更多（$27.9M vs $17.0M），过去两年Limbach Holdings, Inc.的营收复合增速更高（25.3% 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。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
JJSF vs LMB — 直观对比
营收规模更大
JJSF
是对方的1.8倍
$186.9M
营收增速更快
LMB
高出35.3%
-5.2%
净利率更高
LMB
高出6.3%
0.3%
自由现金流更多
LMB
多$10.9M
$17.0M
两年增速更快
LMB
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $186.9M |
| 净利润 | $883.0K | $12.3M |
| 毛利率 | 27.9% | 25.7% |
| 营业利润率 | 0.2% | 9.4% |
| 净利率 | 0.3% | 6.6% |
| 营收同比 | -5.2% | 30.1% |
| 净利润同比 | -82.8% | 25.0% |
| 每股收益（稀释后） | $0.05 | $1.01 |
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JJSFLMB
| Q4 25 | $343.8M | $186.9M | ||
| Q3 25 | $410.2M | $184.6M | ||
| Q2 25 | $454.3M | $142.2M | ||
| Q1 25 | $356.1M | $133.1M | ||
| Q4 24 | $362.6M | $143.7M | ||
| Q3 24 | $426.8M | $133.9M | ||
| Q2 24 | $440.0M | $122.2M | ||
| Q1 24 | $359.7M | $119.0M |
净利润JJSFLMB
| Q4 25 | $883.0K | $12.3M | ||
| Q3 25 | $11.4M | $8.8M | ||
| Q2 25 | $44.2M | $7.8M | ||
| Q1 25 | $4.8M | $10.2M | ||
| Q4 24 | $5.1M | $9.8M | ||
| Q3 24 | $29.6M | $7.5M | ||
| Q2 24 | $36.3M | $6.0M | ||
| Q1 24 | $13.3M | $7.6M |
毛利率JJSFLMB
| Q4 25 | 27.9% | 25.7% | ||
| Q3 25 | 31.7% | 24.2% | ||
| Q2 25 | 33.0% | 28.0% | ||
| Q1 25 | 26.9% | 27.6% | ||
| Q4 24 | 25.9% | 30.3% | ||
| Q3 24 | 31.8% | 27.0% | ||
| Q2 24 | 33.6% | 27.4% | ||
| Q1 24 | 30.1% | 26.1% |
营业利润率JJSFLMB
| Q4 25 | 0.2% | 9.4% | ||
| Q3 25 | 2.8% | 7.2% | ||
| Q2 25 | 13.3% | 7.5% | ||
| Q1 25 | 1.7% | 5.9% | ||
| Q4 24 | 1.7% | 9.1% | ||
| Q3 24 | 9.3% | 8.1% | ||
| Q2 24 | 11.4% | 6.7% | ||
| Q1 24 | 5.0% | 5.5% |
净利率JJSFLMB
| Q4 25 | 0.3% | 6.6% | ||
| Q3 25 | 2.8% | 4.8% | ||
| Q2 25 | 9.7% | 5.5% | ||
| Q1 25 | 1.4% | 7.7% | ||
| Q4 24 | 1.4% | 6.9% | ||
| Q3 24 | 6.9% | 5.6% | ||
| Q2 24 | 8.3% | 4.9% | ||
| Q1 24 | 3.7% | 6.4% |
每股收益（稀释后）JJSFLMB
| Q4 25 | $0.05 | $1.01 | ||
| Q3 25 | $0.59 | $0.73 | ||
| Q2 25 | $2.26 | $0.64 | ||
| Q1 25 | $0.25 | $0.85 | ||
| Q4 24 | $0.26 | $0.81 | ||
| Q3 24 | $1.52 | $0.62 | ||
| Q2 24 | $1.87 | $0.50 | ||
| Q1 24 | $0.69 | $0.64 |
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 | $11.3M |
| 总债务越低越好 | — | $30.5M |
| 股东权益账面价值 | $912.9M | $195.7M |
| 总资产 | $1.3B | $381.1M |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势，按日历期对齐
现金及短期投资JJSFLMB
| Q4 25 | $66.8M | $11.3M | ||
| Q3 25 | $105.9M | $9.8M | ||
| Q2 25 | $77.4M | $38.9M | ||
| Q1 25 | $48.5M | $38.1M | ||
| Q4 24 | $73.6M | $44.9M | ||
| Q3 24 | $73.4M | $51.2M | ||
| Q2 24 | $64.0M | $59.5M | ||
| Q1 24 | $43.6M | $48.2M |
总债务JJSFLMB
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M | ||
| Q1 24 | — | $19.4M |
股东权益JJSFLMB
| Q4 25 | $912.9M | $195.7M | ||
| Q3 25 | $966.7M | $181.6M | ||
| Q2 25 | $969.9M | $170.5M | ||
| Q1 25 | $935.0M | $161.1M | ||
| Q4 24 | $946.8M | $153.5M | ||
| Q3 24 | $957.0M | $142.2M | ||
| Q2 24 | $937.9M | $133.0M | ||
| Q1 24 | $915.7M | $125.5M |
总资产JJSFLMB
| Q4 25 | $1.3B | $381.1M | ||
| Q3 25 | $1.4B | $409.1M | ||
| Q2 25 | $1.4B | $343.0M | ||
| Q1 25 | $1.4B | $336.4M | ||
| Q4 24 | $1.3B | $352.1M | ||
| Q3 24 | $1.4B | $324.4M | ||
| Q2 24 | $1.4B | $303.9M | ||
| Q1 24 | $1.3B | $289.2M |
负债/权益比JJSFLMB
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.15× |
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 | $28.1M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $27.9M |
| 自由现金流率自由现金流/营收 | 4.9% | 14.9% |
| 资本支出强度资本支出/营收 | 5.5% | 0.1% |
| 现金转化率经营现金流/净利润 | 40.73× | 2.29× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $41.9M |
8季度趋势，按日历期对齐
经营现金流JJSFLMB
| Q4 25 | $36.0M | $28.1M | ||
| Q3 25 | $66.4M | $13.3M | ||
| Q2 25 | $51.2M | $2.0M | ||
| Q1 25 | $12.3M | $2.2M | ||
| Q4 24 | $35.2M | $19.3M | ||
| Q3 24 | $46.3M | $4.9M | ||
| Q2 24 | $65.0M | $16.5M | ||
| Q1 24 | $12.7M | $-3.9M |
自由现金流JJSFLMB
| Q4 25 | $17.0M | $27.9M | ||
| Q3 25 | $44.8M | $12.8M | ||
| Q2 25 | $28.5M | $1.2M | ||
| Q1 25 | $-7.2M | $11.0K | ||
| Q4 24 | $16.1M | $18.0M | ||
| Q3 24 | $29.1M | $4.6M | ||
| Q2 24 | $45.3M | $13.2M | ||
| Q1 24 | $-4.0M | $-6.5M |
自由现金流率JJSFLMB
| Q4 25 | 4.9% | 14.9% | ||
| Q3 25 | 10.9% | 7.0% | ||
| Q2 25 | 6.3% | 0.8% | ||
| Q1 25 | -2.0% | 0.0% | ||
| Q4 24 | 4.4% | 12.5% | ||
| Q3 24 | 6.8% | 3.4% | ||
| Q2 24 | 10.3% | 10.8% | ||
| Q1 24 | -1.1% | -5.5% |
资本支出强度JJSFLMB
| Q4 25 | 5.5% | 0.1% | ||
| Q3 25 | 5.3% | 0.3% | ||
| Q2 25 | 5.0% | 0.6% | ||
| Q1 25 | 5.5% | 1.7% | ||
| Q4 24 | 5.3% | 0.9% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 4.5% | 2.7% | ||
| Q1 24 | 4.6% | 2.1% |
现金转化率JJSFLMB
| Q4 25 | 40.73× | 2.29× | ||
| Q3 25 | 5.84× | 1.52× | ||
| Q2 25 | 1.16× | 0.26× | ||
| Q1 25 | 2.55× | 0.22× | ||
| Q4 24 | 6.84× | 1.96× | ||
| Q3 24 | 1.56× | 0.66× | ||
| Q2 24 | 1.79× | 2.77× | ||
| Q1 24 | 0.96× | -0.52× |
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% |
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |
