vs
J&J SNACK FOODS CORP（JJSF）与Stride, Inc.（LRN）财务数据对比。点击上方公司名可切换其他公司
Stride, Inc.的季度营收约是J&J SNACK FOODS CORP的1.8倍（$629.9M vs $343.8M），Stride, Inc.净利率更高（14.1% vs 0.3%，领先13.8%），Stride, Inc.同比增速更快（2.7% vs -5.2%），过去两年Stride, Inc.的营收复合增速更高（6.9% 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。
Stride, Inc.是一家营利性教育机构，主营在线及混合式教育项目。作为教育管理机构，其为K12阶段公立学校学生提供替代传统线下教学的在线教育方案，同时也开设职业学习课程。截至2012年，这家上市企业是全球招生规模最大的教育管理机构。
JJSF vs LRN — 直观对比
营收规模更大
LRN
是对方的1.8倍
$343.8M
营收增速更快
LRN
高出7.9%
-5.2%
净利率更高
LRN
高出13.8%
0.3%
两年增速更快
LRN
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $629.9M |
| 净利润 | $883.0K | $88.5M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 20.5% |
| 净利率 | 0.3% | 14.1% |
| 营收同比 | -5.2% | 2.7% |
| 净利润同比 | -82.8% | 8.5% |
| 每股收益（稀释后） | $0.05 | $1.93 |
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JJSFLRN
| Q3 26 | — | $629.9M | ||
| Q4 25 | $343.8M | $631.3M | ||
| Q3 25 | $410.2M | $620.9M | ||
| Q2 25 | $454.3M | $653.6M | ||
| Q1 25 | $356.1M | $613.4M | ||
| Q4 24 | $362.6M | $587.2M | ||
| Q3 24 | $426.8M | $551.1M | ||
| Q2 24 | $440.0M | — |
净利润JJSFLRN
| Q3 26 | — | $88.5M | ||
| Q4 25 | $883.0K | $99.5M | ||
| Q3 25 | $11.4M | $68.8M | ||
| Q2 25 | $44.2M | $51.3M | ||
| Q1 25 | $4.8M | $99.3M | ||
| Q4 24 | $5.1M | $96.4M | ||
| Q3 24 | $29.6M | $40.9M | ||
| Q2 24 | $36.3M | — |
毛利率JJSFLRN
| Q3 26 | — | — | ||
| Q4 25 | 27.9% | 41.1% | ||
| Q3 25 | 31.7% | 39.0% | ||
| Q2 25 | 33.0% | 36.6% | ||
| Q1 25 | 26.9% | 40.6% | ||
| Q4 24 | 25.9% | 40.8% | ||
| Q3 24 | 31.8% | 39.2% | ||
| Q2 24 | 33.6% | — |
营业利润率JJSFLRN
| Q3 26 | — | 20.5% | ||
| Q4 25 | 0.2% | 23.3% | ||
| Q3 25 | 2.8% | 11.1% | ||
| Q2 25 | 13.3% | 8.7% | ||
| Q1 25 | 1.7% | 21.3% | ||
| Q4 24 | 1.7% | 21.3% | ||
| Q3 24 | 9.3% | 8.6% | ||
| Q2 24 | 11.4% | — |
净利率JJSFLRN
| Q3 26 | — | 14.1% | ||
| Q4 25 | 0.3% | 15.8% | ||
| Q3 25 | 2.8% | 11.1% | ||
| Q2 25 | 9.7% | 7.9% | ||
| Q1 25 | 1.4% | 16.2% | ||
| Q4 24 | 1.4% | 16.4% | ||
| Q3 24 | 6.9% | 7.4% | ||
| Q2 24 | 8.3% | — |
每股收益（稀释后）JJSFLRN
| Q3 26 | — | $1.93 | ||
| Q4 25 | $0.05 | $2.12 | ||
| Q3 25 | $0.59 | $1.40 | ||
| Q2 25 | $2.26 | $0.96 | ||
| Q1 25 | $0.25 | $2.02 | ||
| Q4 24 | $0.26 | $2.03 | ||
| Q3 24 | $1.52 | $0.94 | ||
| Q2 24 | $1.87 | — |
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 | $614.0M |
| 总债务越低越好 | — | $417.6M |
| 股东权益账面价值 | $912.9M | $1.6B |
| 总资产 | $1.3B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资JJSFLRN
| Q3 26 | — | $614.0M | ||
| Q4 25 | $66.8M | $625.7M | ||
| Q3 25 | $105.9M | $715.1M | ||
| Q2 25 | $77.4M | $985.3M | ||
| Q1 25 | $48.5M | $723.7M | ||
| Q4 24 | $73.6M | $717.5M | ||
| Q3 24 | $73.4M | $522.2M | ||
| Q2 24 | $64.0M | — |
总债务JJSFLRN
| Q3 26 | — | $417.6M | ||
| Q4 25 | — | $417.2M | ||
| Q3 25 | — | $416.8M | ||
| Q2 25 | — | $416.3M | ||
| Q1 25 | — | $415.9M | ||
| Q4 24 | — | $415.5M | ||
| Q3 24 | — | $415.1M | ||
| Q2 24 | — | — |
股东权益JJSFLRN
| Q3 26 | — | $1.6B | ||
| Q4 25 | $912.9M | $1.5B | ||
| Q3 25 | $966.7M | $1.5B | ||
| Q2 25 | $969.9M | $1.5B | ||
| Q1 25 | $935.0M | $1.4B | ||
| Q4 24 | $946.8M | $1.3B | ||
| Q3 24 | $957.0M | $1.2B | ||
| Q2 24 | $937.9M | — |
总资产JJSFLRN
| Q3 26 | — | $2.4B | ||
| Q4 25 | $1.3B | $2.3B | ||
| Q3 25 | $1.4B | $2.3B | ||
| Q2 25 | $1.4B | $2.3B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.4B | — |
负债/权益比JJSFLRN
| Q3 26 | — | 0.25× | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.34× | ||
| Q2 24 | — | — |
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 | $117.0M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | — |
| 自由现金流率自由现金流/营收 | 4.9% | — |
| 资本支出强度资本支出/营收 | 5.5% | — |
| 现金转化率经营现金流/净利润 | 40.73× | 1.32× |
| 过去12个月自由现金流最近4个季度 | $83.1M | — |
8季度趋势，按日历期对齐
经营现金流JJSFLRN
| Q3 26 | — | $117.0M | ||
| Q4 25 | $36.0M | $91.8M | ||
| Q3 25 | $66.4M | $-195.8M | ||
| Q2 25 | $51.2M | $298.3M | ||
| Q1 25 | $12.3M | $53.1M | ||
| Q4 24 | $35.2M | $223.4M | ||
| Q3 24 | $46.3M | $-142.0M | ||
| Q2 24 | $65.0M | — |
自由现金流JJSFLRN
| Q3 26 | — | — | ||
| Q4 25 | $17.0M | $91.6M | ||
| Q3 25 | $44.8M | $-196.1M | ||
| Q2 25 | $28.5M | $297.9M | ||
| Q1 25 | $-7.2M | $52.9M | ||
| Q4 24 | $16.1M | $222.9M | ||
| Q3 24 | $29.1M | $-142.7M | ||
| Q2 24 | $45.3M | — |
自由现金流率JJSFLRN
| Q3 26 | — | — | ||
| Q4 25 | 4.9% | 14.5% | ||
| Q3 25 | 10.9% | -31.6% | ||
| Q2 25 | 6.3% | 45.6% | ||
| Q1 25 | -2.0% | 8.6% | ||
| Q4 24 | 4.4% | 38.0% | ||
| Q3 24 | 6.8% | -25.9% | ||
| Q2 24 | 10.3% | — |
资本支出强度JJSFLRN
| Q3 26 | — | — | ||
| Q4 25 | 5.5% | 0.0% | ||
| Q3 25 | 5.3% | 0.0% | ||
| Q2 25 | 5.0% | 0.1% | ||
| Q1 25 | 5.5% | 0.0% | ||
| Q4 24 | 5.3% | 0.1% | ||
| Q3 24 | 4.0% | 0.1% | ||
| Q2 24 | 4.5% | — |
现金转化率JJSFLRN
| Q3 26 | — | 1.32× | ||
| Q4 25 | 40.73× | 0.92× | ||
| Q3 25 | 5.84× | -2.85× | ||
| Q2 25 | 1.16× | 5.81× | ||
| Q1 25 | 2.55× | 0.53× | ||
| Q4 24 | 6.84× | 2.32× | ||
| Q3 24 | 1.56× | -3.47× | ||
| Q2 24 | 1.79× | — |
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% |
LRN
| General Education | $357.5M | 57% |
| Middle - High School | $259.5M | 41% |
| Adult | $12.9M | 2% |
