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J&J SNACK FOODS CORP（JJSF）与迈心诺（MASI）财务数据对比。点击上方公司名可切换其他公司
迈心诺的季度营收约是J&J SNACK FOODS CORP的1.1倍（$371.5M vs $343.8M），J&J SNACK FOODS CORP净利率更高（0.3% vs -27.0%，领先27.3%），J&J SNACK FOODS CORP同比增速更快（-5.2% vs -26.4%），迈心诺自由现金流更多（$50.9M vs $17.0M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -17.7%）
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。
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
JJSF vs MASI — 直观对比
营收规模更大
MASI
是对方的1.1倍
$343.8M
营收增速更快
JJSF
高出21.2%
-26.4%
净利率更高
JJSF
高出27.3%
-27.0%
自由现金流更多
MASI
多$33.9M
$17.0M
两年增速更快
JJSF
近两年复合增速
-17.7%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $371.5M |
| 净利润 | $883.0K | $-100.4M |
| 毛利率 | 27.9% | 62.1% |
| 营业利润率 | 0.2% | 22.5% |
| 净利率 | 0.3% | -27.0% |
| 营收同比 | -5.2% | -26.4% |
| 净利润同比 | -82.8% | -1124.5% |
| 每股收益（稀释后） | $0.05 | $-1.84 |
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JJSFMASI
| Q4 25 | $343.8M | — | ||
| Q3 25 | $410.2M | $371.5M | ||
| Q2 25 | $454.3M | $370.9M | ||
| Q1 25 | $356.1M | $372.0M | ||
| Q4 24 | $362.6M | $600.7M | ||
| Q3 24 | $426.8M | $504.6M | ||
| Q2 24 | $440.0M | $496.3M | ||
| Q1 24 | $359.7M | $492.8M |
净利润JJSFMASI
| Q4 25 | $883.0K | — | ||
| Q3 25 | $11.4M | $-100.4M | ||
| Q2 25 | $44.2M | $51.3M | ||
| Q1 25 | $4.8M | $-170.7M | ||
| Q4 24 | $5.1M | $-349.6M | ||
| Q3 24 | $29.6M | $9.8M | ||
| Q2 24 | $36.3M | $16.0M | ||
| Q1 24 | $13.3M | $18.9M |
毛利率JJSFMASI
| Q4 25 | 27.9% | — | ||
| Q3 25 | 31.7% | 62.1% | ||
| Q2 25 | 33.0% | 62.9% | ||
| Q1 25 | 26.9% | 62.9% | ||
| Q4 24 | 25.9% | 40.7% | ||
| Q3 24 | 31.8% | 52.2% | ||
| Q2 24 | 33.6% | 51.3% | ||
| Q1 24 | 30.1% | 49.0% |
营业利润率JJSFMASI
| Q4 25 | 0.2% | — | ||
| Q3 25 | 2.8% | 22.5% | ||
| Q2 25 | 13.3% | 17.4% | ||
| Q1 25 | 1.7% | 21.0% | ||
| Q4 24 | 1.7% | -59.8% | ||
| Q3 24 | 9.3% | 6.0% | ||
| Q2 24 | 11.4% | 5.7% | ||
| Q1 24 | 5.0% | 6.9% |
净利率JJSFMASI
| Q4 25 | 0.3% | — | ||
| Q3 25 | 2.8% | -27.0% | ||
| Q2 25 | 9.7% | 13.8% | ||
| Q1 25 | 1.4% | -45.9% | ||
| Q4 24 | 1.4% | -58.2% | ||
| Q3 24 | 6.9% | 1.9% | ||
| Q2 24 | 8.3% | 3.2% | ||
| Q1 24 | 3.7% | 3.8% |
每股收益（稀释后）JJSFMASI
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.59 | $-1.84 | ||
| Q2 25 | $2.26 | $0.94 | ||
| Q1 25 | $0.25 | $-3.12 | ||
| Q4 24 | $0.26 | $-6.54 | ||
| Q3 24 | $1.52 | $0.18 | ||
| Q2 24 | $1.87 | $0.29 | ||
| Q1 24 | $0.69 | $0.35 |
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 | $312.3M |
| 总债务越低越好 | — | $559.1M |
| 股东权益账面价值 | $912.9M | $810.0M |
| 总资产 | $1.3B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资JJSFMASI
| Q4 25 | $66.8M | — | ||
| Q3 25 | $105.9M | $312.3M | ||
| Q2 25 | $77.4M | $149.6M | ||
| Q1 25 | $48.5M | $130.8M | ||
| Q4 24 | $73.6M | $177.6M | ||
| Q3 24 | $73.4M | $158.5M | ||
| Q2 24 | $64.0M | $129.6M | ||
| Q1 24 | $43.6M | $157.6M |
总债务JJSFMASI
| Q4 25 | — | — | ||
| Q3 25 | — | $559.1M | ||
| Q2 25 | — | $613.7M | ||
| Q1 25 | — | $651.0M | ||
| Q4 24 | — | $765.2M | ||
| Q3 24 | — | $772.6M | ||
| Q2 24 | — | $781.6M | ||
| Q1 24 | — | $876.0M |
股东权益JJSFMASI
| Q4 25 | $912.9M | — | ||
| Q3 25 | $966.7M | $810.0M | ||
| Q2 25 | $969.9M | $1.0B | ||
| Q1 25 | $935.0M | $946.4M | ||
| Q4 24 | $946.8M | $1.1B | ||
| Q3 24 | $957.0M | $1.5B | ||
| Q2 24 | $937.9M | $1.4B | ||
| Q1 24 | $915.7M | $1.4B |
总资产JJSFMASI
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.4B | $2.4B | ||
| Q1 25 | $1.4B | $2.3B | ||
| Q4 24 | $1.3B | $2.6B | ||
| Q3 24 | $1.4B | $3.1B | ||
| Q2 24 | $1.4B | $2.9B | ||
| Q1 24 | $1.3B | $3.0B |
负债/权益比JJSFMASI
| Q4 25 | — | — | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 0.64× |
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 | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $50.9M |
| 自由现金流率自由现金流/营收 | 4.9% | 13.7% |
| 资本支出强度资本支出/营收 | 5.5% | 1.6% |
| 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 | $191.0M |
8季度趋势，按日历期对齐
经营现金流JJSFMASI
| Q4 25 | $36.0M | — | ||
| Q3 25 | $66.4M | $56.8M | ||
| Q2 25 | $51.2M | $69.4M | ||
| Q1 25 | $12.3M | $31.1M | ||
| Q4 24 | $35.2M | $50.5M | ||
| Q3 24 | $46.3M | $25.6M | ||
| Q2 24 | $65.0M | $74.5M | ||
| Q1 24 | $12.7M | $45.8M |
自由现金流JJSFMASI
| Q4 25 | $17.0M | — | ||
| Q3 25 | $44.8M | $50.9M | ||
| Q2 25 | $28.5M | $65.6M | ||
| Q1 25 | $-7.2M | $28.5M | ||
| Q4 24 | $16.1M | $46.0M | ||
| Q3 24 | $29.1M | $16.9M | ||
| Q2 24 | $45.3M | $66.9M | ||
| Q1 24 | $-4.0M | $37.6M |
自由现金流率JJSFMASI
| Q4 25 | 4.9% | — | ||
| Q3 25 | 10.9% | 13.7% | ||
| Q2 25 | 6.3% | 17.7% | ||
| Q1 25 | -2.0% | 7.7% | ||
| Q4 24 | 4.4% | 7.7% | ||
| Q3 24 | 6.8% | 3.3% | ||
| Q2 24 | 10.3% | 13.5% | ||
| Q1 24 | -1.1% | 7.6% |
资本支出强度JJSFMASI
| Q4 25 | 5.5% | — | ||
| Q3 25 | 5.3% | 1.6% | ||
| Q2 25 | 5.0% | 1.0% | ||
| Q1 25 | 5.5% | 0.7% | ||
| Q4 24 | 5.3% | 0.7% | ||
| Q3 24 | 4.0% | 1.7% | ||
| Q2 24 | 4.5% | 1.5% | ||
| Q1 24 | 4.6% | 1.7% |
现金转化率JJSFMASI
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | — | ||
| Q2 25 | 1.16× | 1.35× | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | 2.61× | ||
| Q2 24 | 1.79× | 4.66× | ||
| Q1 24 | 0.96× | 2.42× |
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% |
MASI
暂无分部数据
