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J&J SNACK FOODS CORP（JJSF）与MARCUS CORP（MCS）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MARCUS CORP的1.8倍（$343.8M vs $193.5M），MARCUS CORP同比增速更快（2.8% vs -5.2%），MARCUS CORP自由现金流更多（$26.4M vs $17.0M），过去两年MARCUS CORP的营收复合增速更高（18.2% 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。
马库斯公司是一家美国企业，主营商业地产领域相关服务，业务覆盖美国与加拿大，提供商业地产经纪、按揭经纪、行业研究以及咨询服务，首创了由单一经纪公司独家代理房源挂牌的行业模式，目前在美加两国设有超过80家办公室，拥有员工超1800名。
JJSF vs MCS — 直观对比
营收规模更大
JJSF
是对方的1.8倍
$193.5M
营收增速更快
MCS
高出7.9%
-5.2%
自由现金流更多
MCS
多$9.4M
$17.0M
两年增速更快
MCS
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $193.5M |
| 净利润 | $883.0K | — |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 0.9% |
| 净利率 | 0.3% | — |
| 营收同比 | -5.2% | 2.8% |
| 净利润同比 | -82.8% | — |
| 每股收益（稀释后） | $0.05 | — |
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JJSFMCS
| Q4 25 | $343.8M | $193.5M | ||
| Q3 25 | $410.2M | $210.2M | ||
| Q2 25 | $454.3M | $206.0M | ||
| Q1 25 | $356.1M | $148.8M | ||
| Q4 24 | $362.6M | $188.3M | ||
| Q3 24 | $426.8M | $232.7M | ||
| Q2 24 | $440.0M | $176.0M | ||
| Q1 24 | $359.7M | $138.5M |
净利润JJSFMCS
| Q4 25 | $883.0K | — | ||
| Q3 25 | $11.4M | $16.2M | ||
| Q2 25 | $44.2M | $7.3M | ||
| Q1 25 | $4.8M | $-16.8M | ||
| Q4 24 | $5.1M | $986.0K | ||
| Q3 24 | $29.6M | $23.3M | ||
| Q2 24 | $36.3M | $-20.2M | ||
| Q1 24 | $13.3M | $-11.9M |
毛利率JJSFMCS
| Q4 25 | 27.9% | — | ||
| Q3 25 | 31.7% | — | ||
| Q2 25 | 33.0% | — | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 25.9% | — | ||
| Q3 24 | 31.8% | — | ||
| Q2 24 | 33.6% | — | ||
| Q1 24 | 30.1% | — |
营业利润率JJSFMCS
| Q4 25 | 0.2% | 0.9% | ||
| Q3 25 | 2.8% | 10.8% | ||
| Q2 25 | 13.3% | 6.3% | ||
| Q1 25 | 1.7% | -13.7% | ||
| Q4 24 | 1.7% | -1.2% | ||
| Q3 24 | 9.3% | 14.1% | ||
| Q2 24 | 11.4% | 1.3% | ||
| Q1 24 | 5.0% | -12.0% |
净利率JJSFMCS
| Q4 25 | 0.3% | — | ||
| Q3 25 | 2.8% | 7.7% | ||
| Q2 25 | 9.7% | 3.6% | ||
| Q1 25 | 1.4% | -11.3% | ||
| Q4 24 | 1.4% | 0.5% | ||
| Q3 24 | 6.9% | 10.0% | ||
| Q2 24 | 8.3% | -11.5% | ||
| Q1 24 | 3.7% | -8.6% |
每股收益（稀释后）JJSFMCS
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.59 | — | ||
| Q2 25 | $2.26 | — | ||
| Q1 25 | $0.25 | — | ||
| Q4 24 | $0.26 | — | ||
| Q3 24 | $1.52 | — | ||
| Q2 24 | $1.87 | — | ||
| Q1 24 | $0.69 | — |
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 | $23.4M |
| 总债务越低越好 | — | $159.0M |
| 股东权益账面价值 | $912.9M | $457.4M |
| 总资产 | $1.3B | $1.0B |
| 负债/权益比越低杠杆越低 | — | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资JJSFMCS
| Q4 25 | $66.8M | $23.4M | ||
| Q3 25 | $105.9M | $7.4M | ||
| Q2 25 | $77.4M | $14.9M | ||
| Q1 25 | $48.5M | $11.9M | ||
| Q4 24 | $73.6M | $40.8M | ||
| Q3 24 | $73.4M | $28.4M | ||
| Q2 24 | $64.0M | $32.8M | ||
| Q1 24 | $43.6M | $17.3M |
总债务JJSFMCS
| Q4 25 | — | $159.0M | ||
| Q3 25 | — | $162.0M | ||
| Q2 25 | — | $179.9M | ||
| Q1 25 | — | $198.9M | ||
| Q4 24 | — | $159.1M | ||
| Q3 24 | — | $173.1M | ||
| Q2 24 | — | $175.7M | ||
| Q1 24 | — | $169.8M |
股东权益JJSFMCS
| Q4 25 | $912.9M | $457.4M | ||
| Q3 25 | $966.7M | $454.3M | ||
| Q2 25 | $969.9M | $448.4M | ||
| Q1 25 | $935.0M | $441.8M | ||
| Q4 24 | $946.8M | $464.9M | ||
| Q3 24 | $957.0M | $462.3M | ||
| Q2 24 | $937.9M | $449.4M | ||
| Q1 24 | $915.7M | $459.3M |
总资产JJSFMCS
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.4B | $1.0B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.4B | $1.0B | ||
| Q2 24 | $1.4B | $1.1B | ||
| Q1 24 | $1.3B | $1.0B |
负债/权益比JJSFMCS
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× | ||
| Q1 24 | — | 0.37× |
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 | $48.8M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $26.4M |
| 自由现金流率自由现金流/营收 | 4.9% | 13.6% |
| 资本支出强度资本支出/营收 | 5.5% | 11.6% |
| 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 | $989.0K |
8季度趋势，按日历期对齐
经营现金流JJSFMCS
| Q4 25 | $36.0M | $48.8M | ||
| Q3 25 | $66.4M | $39.1M | ||
| Q2 25 | $51.2M | $31.6M | ||
| Q1 25 | $12.3M | $-35.3M | ||
| Q4 24 | $35.2M | $52.6M | ||
| Q3 24 | $46.3M | $30.5M | ||
| Q2 24 | $65.0M | $36.0M | ||
| Q1 24 | $12.7M | $-15.1M |
自由现金流JJSFMCS
| Q4 25 | $17.0M | $26.4M | ||
| Q3 25 | $44.8M | $18.2M | ||
| Q2 25 | $28.5M | $14.7M | ||
| Q1 25 | $-7.2M | $-58.3M | ||
| Q4 24 | $16.1M | $27.1M | ||
| Q3 24 | $29.1M | $12.0M | ||
| Q2 24 | $45.3M | $16.1M | ||
| Q1 24 | $-4.0M | $-30.5M |
自由现金流率JJSFMCS
| Q4 25 | 4.9% | 13.6% | ||
| Q3 25 | 10.9% | 8.7% | ||
| Q2 25 | 6.3% | 7.1% | ||
| Q1 25 | -2.0% | -39.2% | ||
| Q4 24 | 4.4% | 14.4% | ||
| Q3 24 | 6.8% | 5.2% | ||
| Q2 24 | 10.3% | 9.2% | ||
| Q1 24 | -1.1% | -22.0% |
资本支出强度JJSFMCS
| Q4 25 | 5.5% | 11.6% | ||
| Q3 25 | 5.3% | 9.9% | ||
| Q2 25 | 5.0% | 8.2% | ||
| Q1 25 | 5.5% | 15.5% | ||
| Q4 24 | 5.3% | 13.5% | ||
| Q3 24 | 4.0% | 7.9% | ||
| Q2 24 | 4.5% | 11.3% | ||
| Q1 24 | 4.6% | 11.1% |
现金转化率JJSFMCS
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 2.41× | ||
| Q2 25 | 1.16× | 4.32× | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | 53.31× | ||
| Q3 24 | 1.56× | 1.31× | ||
| 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% |
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |
