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J&J SNACK FOODS CORP（JJSF）与MACOM Technology Solutions Holdings, Inc.（MTSI）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MACOM Technology Solutions Holdings, Inc.的1.3倍（$343.8M vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 0.3%，领先17.7%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs -5.2%），MACOM Technology Solutions Holdings, Inc.自由现金流更多（$30.0M vs $17.0M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% 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。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
JJSF vs MTSI — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $271.6M |
| 净利润 | $883.0K | $48.8M |
| 毛利率 | 27.9% | 55.9% |
| 营业利润率 | 0.2% | 15.9% |
| 净利率 | 0.3% | 18.0% |
| 营收同比 | -5.2% | 24.5% |
| 净利润同比 | -82.8% | 129.1% |
| 每股收益（稀释后） | $0.05 | $0.64 |
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
| Q1 26 | — | $271.6M | ||
| Q4 25 | $343.8M | $261.2M | ||
| Q3 25 | $410.2M | $252.1M | ||
| Q2 25 | $454.3M | $235.9M | ||
| Q1 25 | $356.1M | $218.1M | ||
| Q4 24 | $362.6M | — | ||
| Q3 24 | $426.8M | $200.7M | ||
| Q2 24 | $440.0M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $883.0K | $45.1M | ||
| Q3 25 | $11.4M | $36.5M | ||
| Q2 25 | $44.2M | $31.7M | ||
| Q1 25 | $4.8M | $-167.5M | ||
| Q4 24 | $5.1M | — | ||
| Q3 24 | $29.6M | $29.4M | ||
| Q2 24 | $36.3M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | 27.9% | 54.5% | ||
| Q3 25 | 31.7% | 55.3% | ||
| Q2 25 | 33.0% | 55.2% | ||
| Q1 25 | 26.9% | 53.7% | ||
| Q4 24 | 25.9% | — | ||
| Q3 24 | 31.8% | 54.7% | ||
| Q2 24 | 33.6% | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 0.2% | 15.2% | ||
| Q3 25 | 2.8% | 14.9% | ||
| Q2 25 | 13.3% | 14.8% | ||
| Q1 25 | 1.7% | 8.0% | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 9.3% | 13.7% | ||
| Q2 24 | 11.4% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 0.3% | 17.3% | ||
| Q3 25 | 2.8% | 14.5% | ||
| Q2 25 | 9.7% | 13.4% | ||
| Q1 25 | 1.4% | -76.8% | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 6.9% | 14.7% | ||
| Q2 24 | 8.3% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.05 | $0.67 | ||
| Q3 25 | $0.59 | $0.48 | ||
| Q2 25 | $2.26 | $0.42 | ||
| Q1 25 | $0.25 | $-2.30 | ||
| Q4 24 | $0.26 | — | ||
| Q3 24 | $1.52 | $0.40 | ||
| Q2 24 | $1.87 | $0.27 |
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 | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $1.4B |
| 总资产 | $1.3B | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $66.8M | $786.0M | ||
| Q3 25 | $105.9M | $735.2M | ||
| Q2 25 | $77.4M | $681.5M | ||
| Q1 25 | $48.5M | $656.5M | ||
| Q4 24 | $73.6M | — | ||
| Q3 24 | $73.4M | $581.9M | ||
| Q2 24 | $64.0M | $521.5M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $912.9M | $1.3B | ||
| Q3 25 | $966.7M | $1.3B | ||
| Q2 25 | $969.9M | $1.2B | ||
| Q1 25 | $935.0M | $1.2B | ||
| Q4 24 | $946.8M | — | ||
| Q3 24 | $957.0M | $1.1B | ||
| Q2 24 | $937.9M | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.3B | $2.1B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.4B | $1.7B |
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 | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $30.0M |
| 自由现金流率自由现金流/营收 | 4.9% | 11.0% |
| 资本支出强度资本支出/营收 | 5.5% | 4.8% |
| 现金转化率经营现金流/净利润 | 40.73× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $36.0M | $69.6M | ||
| Q3 25 | $66.4M | $60.4M | ||
| Q2 25 | $51.2M | $38.7M | ||
| Q1 25 | $12.3M | $66.7M | ||
| Q4 24 | $35.2M | — | ||
| Q3 24 | $46.3M | $62.3M | ||
| Q2 24 | $65.0M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $17.0M | $49.4M | ||
| Q3 25 | $44.8M | $51.6M | ||
| Q2 25 | $28.5M | $30.5M | ||
| Q1 25 | $-7.2M | $61.3M | ||
| Q4 24 | $16.1M | — | ||
| Q3 24 | $29.1M | $57.1M | ||
| Q2 24 | $45.3M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 4.9% | 18.9% | ||
| Q3 25 | 10.9% | 20.5% | ||
| Q2 25 | 6.3% | 12.9% | ||
| Q1 25 | -2.0% | 28.1% | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 6.8% | 28.5% | ||
| Q2 24 | 10.3% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 5.5% | 7.7% | ||
| Q3 25 | 5.3% | 3.5% | ||
| Q2 25 | 5.0% | 3.5% | ||
| Q1 25 | 5.5% | 2.4% | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.0% | 2.6% | ||
| Q2 24 | 4.5% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 40.73× | 1.54× | ||
| Q3 25 | 5.84× | 1.65× | ||
| Q2 25 | 1.16× | 1.22× | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | 2.12× | ||
| Q2 24 | 1.79× | 2.46× |
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% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
