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J&J SNACK FOODS CORP（JJSF）与National Energy Services Reunited Corp.（NESR）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National Energy Services Reunited Corp.的1.2倍（$343.8M vs $295.3M），National Energy Services Reunited Corp.净利率更高（6.0% vs 0.3%，领先5.7%），J&J SNACK FOODS CORP同比增速更快（-5.2% vs -12.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-34.1M）
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。
National Energy Services Reunited Corp.是一家领先的综合油田服务供应商，为油气上游运营商提供钻井建设、完井、生产运营及干预作业等全系列解决方案，核心市场覆盖中东、北非及东亚地区，服务各国国家石油公司及国际能源客户。
JJSF vs NESR — 直观对比
营收规模更大
JJSF
是对方的1.2倍
$295.3M
营收增速更快
JJSF
高出7.0%
-12.2%
净利率更高
NESR
高出5.7%
0.3%
自由现金流更多
JJSF
多$51.0M
$-34.1M
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $295.3M |
| 净利润 | $883.0K | $17.7M |
| 毛利率 | 27.9% | 12.0% |
| 营业利润率 | 0.2% | 6.6% |
| 净利率 | 0.3% | 6.0% |
| 营收同比 | -5.2% | -12.2% |
| 净利润同比 | -82.8% | -14.0% |
| 每股收益（稀释后） | $0.05 | $0.18 |
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JJSFNESR
| Q4 25 | $343.8M | — | ||
| Q3 25 | $410.2M | $295.3M | ||
| Q2 25 | $454.3M | $327.4M | ||
| Q1 25 | $356.1M | $303.1M | ||
| Q4 24 | $362.6M | — | ||
| Q3 24 | $426.8M | $336.2M | ||
| Q2 24 | $440.0M | $325.0M | ||
| Q1 24 | $359.7M | — |
净利润JJSFNESR
| Q4 25 | $883.0K | — | ||
| Q3 25 | $11.4M | $17.7M | ||
| Q2 25 | $44.2M | $15.2M | ||
| Q1 25 | $4.8M | $10.4M | ||
| Q4 24 | $5.1M | — | ||
| Q3 24 | $29.6M | $20.6M | ||
| Q2 24 | $36.3M | $18.9M | ||
| Q1 24 | $13.3M | — |
毛利率JJSFNESR
| Q4 25 | 27.9% | — | ||
| Q3 25 | 31.7% | 12.0% | ||
| Q2 25 | 33.0% | 13.4% | ||
| Q1 25 | 26.9% | 12.4% | ||
| Q4 24 | 25.9% | — | ||
| Q3 24 | 31.8% | 15.9% | ||
| Q2 24 | 33.6% | 16.4% | ||
| Q1 24 | 30.1% | — |
营业利润率JJSFNESR
| Q4 25 | 0.2% | — | ||
| Q3 25 | 2.8% | 6.6% | ||
| Q2 25 | 13.3% | 8.3% | ||
| Q1 25 | 1.7% | 6.9% | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 9.3% | 10.5% | ||
| Q2 24 | 11.4% | 10.5% | ||
| Q1 24 | 5.0% | — |
净利率JJSFNESR
| Q4 25 | 0.3% | — | ||
| Q3 25 | 2.8% | 6.0% | ||
| Q2 25 | 9.7% | 4.6% | ||
| Q1 25 | 1.4% | 3.4% | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 6.9% | 6.1% | ||
| Q2 24 | 8.3% | 5.8% | ||
| Q1 24 | 3.7% | — |
每股收益（稀释后）JJSFNESR
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.59 | $0.18 | ||
| Q2 25 | $2.26 | $0.16 | ||
| Q1 25 | $0.25 | $0.11 | ||
| Q4 24 | $0.26 | — | ||
| Q3 24 | $1.52 | $0.22 | ||
| Q2 24 | $1.87 | $0.20 | ||
| 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 | $69.7M |
| 总债务越低越好 | — | $274.1M |
| 股东权益账面价值 | $912.9M | $956.7M |
| 总资产 | $1.3B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资JJSFNESR
| Q4 25 | $66.8M | — | ||
| Q3 25 | $105.9M | $69.7M | ||
| Q2 25 | $77.4M | $131.8M | ||
| Q1 25 | $48.5M | $78.7M | ||
| Q4 24 | $73.6M | — | ||
| Q3 24 | $73.4M | $118.2M | ||
| Q2 24 | $64.0M | $75.0M | ||
| Q1 24 | $43.6M | — |
总债务JJSFNESR
| Q4 25 | — | — | ||
| Q3 25 | — | $274.1M | ||
| Q2 25 | — | $291.7M | ||
| Q1 25 | — | $309.2M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $358.7M | ||
| Q2 24 | — | $376.7M | ||
| Q1 24 | — | — |
股东权益JJSFNESR
| Q4 25 | $912.9M | — | ||
| Q3 25 | $966.7M | $956.7M | ||
| Q2 25 | $969.9M | $936.9M | ||
| Q1 25 | $935.0M | $920.5M | ||
| Q4 24 | $946.8M | — | ||
| Q3 24 | $957.0M | $873.5M | ||
| Q2 24 | $937.9M | $851.4M | ||
| Q1 24 | $915.7M | — |
总资产JJSFNESR
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.4B | $1.8B | ||
| Q1 24 | $1.3B | — |
负债/权益比JJSFNESR
| Q4 25 | — | — | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.31× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.44× | ||
| Q1 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 | $6.7M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $-34.1M |
| 自由现金流率自由现金流/营收 | 4.9% | -11.5% |
| 资本支出强度资本支出/营收 | 5.5% | 13.8% |
| 现金转化率经营现金流/净利润 | 40.73× | 0.38× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $68.5M |
8季度趋势，按日历期对齐
经营现金流JJSFNESR
| Q4 25 | $36.0M | — | ||
| Q3 25 | $66.4M | $6.7M | ||
| Q2 25 | $51.2M | $98.5M | ||
| Q1 25 | $12.3M | $20.5M | ||
| Q4 24 | $35.2M | — | ||
| Q3 24 | $46.3M | $70.8M | ||
| Q2 24 | $65.0M | — | ||
| Q1 24 | $12.7M | — |
自由现金流JJSFNESR
| Q4 25 | $17.0M | — | ||
| Q3 25 | $44.8M | $-34.1M | ||
| Q2 25 | $28.5M | $68.7M | ||
| Q1 25 | $-7.2M | $-9.6M | ||
| Q4 24 | $16.1M | — | ||
| Q3 24 | $29.1M | $43.4M | ||
| Q2 24 | $45.3M | — | ||
| Q1 24 | $-4.0M | — |
自由现金流率JJSFNESR
| Q4 25 | 4.9% | — | ||
| Q3 25 | 10.9% | -11.5% | ||
| Q2 25 | 6.3% | 21.0% | ||
| Q1 25 | -2.0% | -3.2% | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 6.8% | 12.9% | ||
| Q2 24 | 10.3% | — | ||
| Q1 24 | -1.1% | — |
资本支出强度JJSFNESR
| Q4 25 | 5.5% | — | ||
| Q3 25 | 5.3% | 13.8% | ||
| Q2 25 | 5.0% | 9.1% | ||
| Q1 25 | 5.5% | 9.9% | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.0% | 8.1% | ||
| Q2 24 | 4.5% | — | ||
| Q1 24 | 4.6% | — |
现金转化率JJSFNESR
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 0.38× | ||
| Q2 25 | 1.16× | 6.48× | ||
| Q1 25 | 2.55× | 1.97× | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | 3.43× | ||
| 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% |
NESR
| Production Services | $174.4M | 59% |
| Drilling And Evaluation Services | $120.9M | 41% |
