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J&J SNACK FOODS CORP（JJSF）与MONRO, INC.（MNRO）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MONRO, INC.的1.2倍（$343.8M vs $293.4M），MONRO, INC.净利率更高（3.8% vs 0.3%，领先3.5%），MONRO, INC.同比增速更快（-4.0% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $9.1M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -2.7%）
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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
JJSF vs MNRO — 直观对比
营收规模更大
JJSF
是对方的1.2倍
$293.4M
营收增速更快
MNRO
高出1.1%
-5.2%
净利率更高
MNRO
高出3.5%
0.3%
自由现金流更多
JJSF
多$7.8M
$9.1M
两年增速更快
JJSF
近两年复合增速
-2.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $293.4M |
| 净利润 | $883.0K | $11.1M |
| 毛利率 | 27.9% | 34.9% |
| 营业利润率 | 0.2% | 6.3% |
| 净利率 | 0.3% | 3.8% |
| 营收同比 | -5.2% | -4.0% |
| 净利润同比 | -82.8% | 143.1% |
| 每股收益（稀释后） | $0.05 | $0.35 |
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JJSFMNRO
| Q4 25 | $343.8M | $293.4M | ||
| Q3 25 | $410.2M | $288.9M | ||
| Q2 25 | $454.3M | $301.0M | ||
| Q1 25 | $356.1M | $295.0M | ||
| Q4 24 | $362.6M | $305.8M | ||
| Q3 24 | $426.8M | $301.4M | ||
| Q2 24 | $440.0M | $293.2M | ||
| Q1 24 | $359.7M | $310.1M |
净利润JJSFMNRO
| Q4 25 | $883.0K | $11.1M | ||
| Q3 25 | $11.4M | $5.7M | ||
| Q2 25 | $44.2M | $-8.1M | ||
| Q1 25 | $4.8M | $-21.3M | ||
| Q4 24 | $5.1M | $4.6M | ||
| Q3 24 | $29.6M | $5.6M | ||
| Q2 24 | $36.3M | $5.9M | ||
| Q1 24 | $13.3M | $3.7M |
毛利率JJSFMNRO
| Q4 25 | 27.9% | 34.9% | ||
| Q3 25 | 31.7% | 35.7% | ||
| Q2 25 | 33.0% | 35.5% | ||
| Q1 25 | 26.9% | 33.0% | ||
| Q4 24 | 25.9% | 34.3% | ||
| Q3 24 | 31.8% | 35.3% | ||
| Q2 24 | 33.6% | 37.2% | ||
| Q1 24 | 30.1% | 35.5% |
营业利润率JJSFMNRO
| Q4 25 | 0.2% | 6.3% | ||
| Q3 25 | 2.8% | 4.4% | ||
| Q2 25 | 13.3% | -2.0% | ||
| Q1 25 | 1.7% | -8.1% | ||
| Q4 24 | 1.7% | 3.3% | ||
| Q3 24 | 9.3% | 4.4% | ||
| Q2 24 | 11.4% | 4.5% | ||
| Q1 24 | 5.0% | 3.3% |
净利率JJSFMNRO
| Q4 25 | 0.3% | 3.8% | ||
| Q3 25 | 2.8% | 2.0% | ||
| Q2 25 | 9.7% | -2.7% | ||
| Q1 25 | 1.4% | -7.2% | ||
| Q4 24 | 1.4% | 1.5% | ||
| Q3 24 | 6.9% | 1.9% | ||
| Q2 24 | 8.3% | 2.0% | ||
| Q1 24 | 3.7% | 1.2% |
每股收益（稀释后）JJSFMNRO
| Q4 25 | $0.05 | $0.35 | ||
| Q3 25 | $0.59 | $0.18 | ||
| Q2 25 | $2.26 | $-0.28 | ||
| Q1 25 | $0.25 | $-0.74 | ||
| Q4 24 | $0.26 | $0.15 | ||
| Q3 24 | $1.52 | $0.18 | ||
| Q2 24 | $1.87 | $0.19 | ||
| Q1 24 | $0.69 | $0.12 |
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 | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | $912.9M | $604.9M |
| 总资产 | $1.3B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资JJSFMNRO
| Q4 25 | $66.8M | $4.9M | ||
| Q3 25 | $105.9M | $10.5M | ||
| Q2 25 | $77.4M | $7.8M | ||
| Q1 25 | $48.5M | $20.8M | ||
| Q4 24 | $73.6M | $10.2M | ||
| Q3 24 | $73.4M | $20.9M | ||
| Q2 24 | $64.0M | $18.7M | ||
| Q1 24 | $43.6M | $6.6M |
总债务JJSFMNRO
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M | ||
| Q1 24 | — | $102.0M |
股东权益JJSFMNRO
| Q4 25 | $912.9M | $604.9M | ||
| Q3 25 | $966.7M | $601.7M | ||
| Q2 25 | $969.9M | $604.9M | ||
| Q1 25 | $935.0M | $620.8M | ||
| Q4 24 | $946.8M | $648.9M | ||
| Q3 24 | $957.0M | $651.9M | ||
| Q2 24 | $937.9M | $654.4M | ||
| Q1 24 | $915.7M | $656.8M |
总资产JJSFMNRO
| Q4 25 | $1.3B | $1.6B | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $1.4B | $1.6B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.7B | ||
| Q1 24 | $1.3B | $1.7B |
负债/权益比JJSFMNRO
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | — | 0.16× |
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 | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $9.1M |
| 自由现金流率自由现金流/营收 | 4.9% | 3.1% |
| 资本支出强度资本支出/营收 | 5.5% | 3.0% |
| 现金转化率经营现金流/净利润 | 40.73× | 1.60× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $49.6M |
8季度趋势，按日历期对齐
经营现金流JJSFMNRO
| Q4 25 | $36.0M | $17.8M | ||
| Q3 25 | $66.4M | $32.3M | ||
| Q2 25 | $51.2M | $-1.9M | ||
| Q1 25 | $12.3M | $28.9M | ||
| Q4 24 | $35.2M | $14.8M | ||
| Q3 24 | $46.3M | $62.6M | ||
| Q2 24 | $65.0M | $25.6M | ||
| Q1 24 | $12.7M | $-5.3M |
自由现金流JJSFMNRO
| Q4 25 | $17.0M | $9.1M | ||
| Q3 25 | $44.8M | $26.6M | ||
| Q2 25 | $28.5M | $-9.3M | ||
| Q1 25 | $-7.2M | $23.2M | ||
| Q4 24 | $16.1M | $7.9M | ||
| Q3 24 | $29.1M | $57.6M | ||
| Q2 24 | $45.3M | $16.8M | ||
| Q1 24 | $-4.0M | $-11.9M |
自由现金流率JJSFMNRO
| Q4 25 | 4.9% | 3.1% | ||
| Q3 25 | 10.9% | 9.2% | ||
| Q2 25 | 6.3% | -3.1% | ||
| Q1 25 | -2.0% | 7.9% | ||
| Q4 24 | 4.4% | 2.6% | ||
| Q3 24 | 6.8% | 19.1% | ||
| Q2 24 | 10.3% | 5.7% | ||
| Q1 24 | -1.1% | -3.8% |
资本支出强度JJSFMNRO
| Q4 25 | 5.5% | 3.0% | ||
| Q3 25 | 5.3% | 2.0% | ||
| Q2 25 | 5.0% | 2.5% | ||
| Q1 25 | 5.5% | 1.9% | ||
| Q4 24 | 5.3% | 2.2% | ||
| Q3 24 | 4.0% | 1.6% | ||
| Q2 24 | 4.5% | 3.0% | ||
| Q1 24 | 4.6% | 2.1% |
现金转化率JJSFMNRO
| Q4 25 | 40.73× | 1.60× | ||
| Q3 25 | 5.84× | 5.71× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | 3.23× | ||
| Q3 24 | 1.56× | 11.08× | ||
| Q2 24 | 1.79× | 4.37× | ||
| Q1 24 | 0.96× | -1.42× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
