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J&J SNACK FOODS CORP（JJSF）与LOUISIANA-PACIFIC CORP（LPX）财务数据对比。点击上方公司名可切换其他公司
LOUISIANA-PACIFIC CORP的季度营收约是J&J SNACK FOODS CORP的1.6倍（$566.0M vs $343.8M），J&J SNACK FOODS CORP净利率更高（0.3% vs -1.4%，领先1.7%），J&J SNACK FOODS CORP同比增速更快（-5.2% vs -16.9%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-8.0M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
JJSF vs LPX — 直观对比
营收规模更大
LPX
是对方的1.6倍
$343.8M
营收增速更快
JJSF
高出11.7%
-16.9%
净利率更高
JJSF
高出1.7%
-1.4%
自由现金流更多
JJSF
多$25.0M
$-8.0M
两年增速更快
JJSF
近两年复合增速
-11.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $566.0M |
| 净利润 | $883.0K | $-8.0M |
| 毛利率 | 27.9% | 15.0% |
| 营业利润率 | 0.2% | -1.6% |
| 净利率 | 0.3% | -1.4% |
| 营收同比 | -5.2% | -16.9% |
| 净利润同比 | -82.8% | -112.9% |
| 每股收益（稀释后） | $0.05 | $-0.12 |
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JJSFLPX
| Q4 25 | $343.8M | $566.0M | ||
| Q3 25 | $410.2M | $663.0M | ||
| Q2 25 | $454.3M | $755.0M | ||
| Q1 25 | $356.1M | $724.0M | ||
| Q4 24 | $362.6M | $681.0M | ||
| Q3 24 | $426.8M | $722.0M | ||
| Q2 24 | $440.0M | $814.0M | ||
| Q1 24 | $359.7M | $724.0M |
净利润JJSFLPX
| Q4 25 | $883.0K | $-8.0M | ||
| Q3 25 | $11.4M | $9.0M | ||
| Q2 25 | $44.2M | $54.0M | ||
| Q1 25 | $4.8M | $91.0M | ||
| Q4 24 | $5.1M | $62.0M | ||
| Q3 24 | $29.6M | $90.0M | ||
| Q2 24 | $36.3M | $160.0M | ||
| Q1 24 | $13.3M | $108.0M |
毛利率JJSFLPX
| Q4 25 | 27.9% | 15.0% | ||
| Q3 25 | 31.7% | 19.5% | ||
| Q2 25 | 33.0% | 23.6% | ||
| Q1 25 | 26.9% | 27.2% | ||
| Q4 24 | 25.9% | 23.8% | ||
| Q3 24 | 31.8% | 26.7% | ||
| Q2 24 | 33.6% | 32.3% | ||
| Q1 24 | 30.1% | 29.6% |
营业利润率JJSFLPX
| Q4 25 | 0.2% | -1.6% | ||
| Q3 25 | 2.8% | 2.7% | ||
| Q2 25 | 13.3% | 10.6% | ||
| Q1 25 | 1.7% | 16.6% | ||
| Q4 24 | 1.7% | 11.0% | ||
| Q3 24 | 9.3% | 16.1% | ||
| Q2 24 | 11.4% | 23.8% | ||
| Q1 24 | 5.0% | 20.0% |
净利率JJSFLPX
| Q4 25 | 0.3% | -1.4% | ||
| Q3 25 | 2.8% | 1.4% | ||
| Q2 25 | 9.7% | 7.2% | ||
| Q1 25 | 1.4% | 12.6% | ||
| Q4 24 | 1.4% | 9.1% | ||
| Q3 24 | 6.9% | 12.5% | ||
| Q2 24 | 8.3% | 19.7% | ||
| Q1 24 | 3.7% | 14.9% |
每股收益（稀释后）JJSFLPX
| Q4 25 | $0.05 | $-0.12 | ||
| Q3 25 | $0.59 | $0.13 | ||
| Q2 25 | $2.26 | $0.77 | ||
| Q1 25 | $0.25 | $1.30 | ||
| Q4 24 | $0.26 | $0.90 | ||
| Q3 24 | $1.52 | $1.28 | ||
| Q2 24 | $1.87 | $2.23 | ||
| Q1 24 | $0.69 | $1.48 |
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 | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $912.9M | $1.7B |
| 总资产 | $1.3B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资JJSFLPX
| Q4 25 | $66.8M | $292.0M | ||
| Q3 25 | $105.9M | $316.0M | ||
| Q2 25 | $77.4M | $333.0M | ||
| Q1 25 | $48.5M | $256.0M | ||
| Q4 24 | $73.6M | $340.0M | ||
| Q3 24 | $73.4M | $346.0M | ||
| Q2 24 | $64.0M | $317.0M | ||
| Q1 24 | $43.6M | $244.0M |
总债务JJSFLPX
| Q4 25 | — | $348.0M | ||
| Q3 25 | — | $348.0M | ||
| Q2 25 | — | $348.0M | ||
| Q1 25 | — | $348.0M | ||
| Q4 24 | — | $348.0M | ||
| Q3 24 | — | $347.0M | ||
| Q2 24 | — | $347.0M | ||
| Q1 24 | — | $347.0M |
股东权益JJSFLPX
| Q4 25 | $912.9M | $1.7B | ||
| Q3 25 | $966.7M | $1.7B | ||
| Q2 25 | $969.9M | $1.7B | ||
| Q1 25 | $935.0M | $1.7B | ||
| Q4 24 | $946.8M | $1.7B | ||
| Q3 24 | $957.0M | $1.7B | ||
| Q2 24 | $937.9M | $1.7B | ||
| Q1 24 | $915.7M | $1.6B |
总资产JJSFLPX
| Q4 25 | $1.3B | $2.6B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.4B | $2.7B | ||
| Q1 25 | $1.4B | $2.6B | ||
| Q4 24 | $1.3B | $2.6B | ||
| Q3 24 | $1.4B | $2.6B | ||
| Q2 24 | $1.4B | $2.5B | ||
| Q1 24 | $1.3B | $2.5B |
负债/权益比JJSFLPX
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $-8.0M |
| 自由现金流率自由现金流/营收 | 4.9% | -1.4% |
| 资本支出强度资本支出/营收 | 5.5% | 13.3% |
| 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 | $91.0M |
8季度趋势，按日历期对齐
经营现金流JJSFLPX
| Q4 25 | $36.0M | $67.0M | ||
| Q3 25 | $66.4M | $89.0M | ||
| Q2 25 | $51.2M | $162.0M | ||
| Q1 25 | $12.3M | $64.0M | ||
| Q4 24 | $35.2M | $105.0M | ||
| Q3 24 | $46.3M | $183.0M | ||
| Q2 24 | $65.0M | $212.0M | ||
| Q1 24 | $12.7M | $105.0M |
自由现金流JJSFLPX
| Q4 25 | $17.0M | $-8.0M | ||
| Q3 25 | $44.8M | $5.0M | ||
| Q2 25 | $28.5M | $94.0M | ||
| Q1 25 | $-7.2M | $0 | ||
| Q4 24 | $16.1M | $43.0M | ||
| Q3 24 | $29.1M | $139.0M | ||
| Q2 24 | $45.3M | $176.0M | ||
| Q1 24 | $-4.0M | $64.0M |
自由现金流率JJSFLPX
| Q4 25 | 4.9% | -1.4% | ||
| Q3 25 | 10.9% | 0.8% | ||
| Q2 25 | 6.3% | 12.5% | ||
| Q1 25 | -2.0% | 0.0% | ||
| Q4 24 | 4.4% | 6.3% | ||
| Q3 24 | 6.8% | 19.3% | ||
| Q2 24 | 10.3% | 21.6% | ||
| Q1 24 | -1.1% | 8.8% |
资本支出强度JJSFLPX
| Q4 25 | 5.5% | 13.3% | ||
| Q3 25 | 5.3% | 12.7% | ||
| Q2 25 | 5.0% | 9.0% | ||
| Q1 25 | 5.5% | 8.8% | ||
| Q4 24 | 5.3% | 9.1% | ||
| Q3 24 | 4.0% | 6.1% | ||
| Q2 24 | 4.5% | 4.4% | ||
| Q1 24 | 4.6% | 5.7% |
现金转化率JJSFLPX
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 9.89× | ||
| Q2 25 | 1.16× | 3.00× | ||
| Q1 25 | 2.55× | 0.70× | ||
| Q4 24 | 6.84× | 1.69× | ||
| Q3 24 | 1.56× | 2.03× | ||
| Q2 24 | 1.79× | 1.32× | ||
| Q1 24 | 0.96× | 0.97× |
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% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
