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J&J SNACK FOODS CORP（JJSF）与Natural Grocers by Vitamin Cottage, Inc.（NGVC）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Natural Grocers by Vitamin Cottage, Inc.的1.0倍（$343.8M vs $335.6M），Natural Grocers by Vitamin Cottage, Inc.净利率更高（3.4% vs 0.3%，领先3.1%），Natural Grocers by Vitamin Cottage, Inc.同比增速更快（1.6% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $11.6M），过去两年Natural Grocers by Vitamin Cottage, Inc.的营收复合增速更高（4.4% 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。
Natural Grocers by Vitamin Cottage, Inc.是美国本土的特色零售连锁企业，主营认证有机食品、膳食补充剂、天然个护及环保家居类产品，面向健康意识较强的消费群体，门店覆盖美国多州，执行严格品控标准，拒绝售卖含人工添加剂的商品。
JJSF vs NGVC — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $335.6M |
| 净利润 | $883.0K | $11.3M |
| 毛利率 | 27.9% | 29.5% |
| 营业利润率 | 0.2% | 4.4% |
| 净利率 | 0.3% | 3.4% |
| 营收同比 | -5.2% | 1.6% |
| 净利润同比 | -82.8% | 14.0% |
| 每股收益（稀释后） | $0.05 | $0.49 |
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
| Q4 25 | $343.8M | $335.6M | ||
| Q3 25 | $410.2M | $336.1M | ||
| Q2 25 | $454.3M | $328.7M | ||
| Q1 25 | $356.1M | $335.8M | ||
| Q4 24 | $362.6M | $330.2M | ||
| Q3 24 | $426.8M | $322.7M | ||
| Q2 24 | $440.0M | $309.1M | ||
| Q1 24 | $359.7M | $308.1M |
| Q4 25 | $883.0K | $11.3M | ||
| Q3 25 | $11.4M | $11.8M | ||
| Q2 25 | $44.2M | $11.6M | ||
| Q1 25 | $4.8M | $13.1M | ||
| Q4 24 | $5.1M | $9.9M | ||
| Q3 24 | $29.6M | $9.0M | ||
| Q2 24 | $36.3M | $9.2M | ||
| Q1 24 | $13.3M | $8.0M |
| Q4 25 | 27.9% | 29.5% | ||
| Q3 25 | 31.7% | 29.5% | ||
| Q2 25 | 33.0% | 29.9% | ||
| Q1 25 | 26.9% | 30.3% | ||
| Q4 24 | 25.9% | 29.9% | ||
| Q3 24 | 31.8% | 29.6% | ||
| Q2 24 | 33.6% | 29.2% | ||
| Q1 24 | 30.1% | 29.3% |
| Q4 25 | 0.2% | 4.4% | ||
| Q3 25 | 2.8% | 4.6% | ||
| Q2 25 | 13.3% | 4.7% | ||
| Q1 25 | 1.7% | 5.2% | ||
| Q4 24 | 1.7% | 4.0% | ||
| Q3 24 | 9.3% | 3.7% | ||
| Q2 24 | 11.4% | 4.2% | ||
| Q1 24 | 5.0% | 3.7% |
| Q4 25 | 0.3% | 3.4% | ||
| Q3 25 | 2.8% | 3.5% | ||
| Q2 25 | 9.7% | 3.5% | ||
| Q1 25 | 1.4% | 3.9% | ||
| Q4 24 | 1.4% | 3.0% | ||
| Q3 24 | 6.9% | 2.8% | ||
| Q2 24 | 8.3% | 3.0% | ||
| Q1 24 | 3.7% | 2.6% |
| Q4 25 | $0.05 | $0.49 | ||
| Q3 25 | $0.59 | $0.51 | ||
| Q2 25 | $2.26 | $0.50 | ||
| Q1 25 | $0.25 | $0.56 | ||
| Q4 24 | $0.26 | $0.43 | ||
| Q3 24 | $1.52 | $0.38 | ||
| Q2 24 | $1.87 | $0.40 | ||
| 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 | $23.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $220.0M |
| 总资产 | $1.3B | $668.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $66.8M | $23.2M | ||
| Q3 25 | $105.9M | $17.1M | ||
| Q2 25 | $77.4M | $13.2M | ||
| Q1 25 | $48.5M | $21.2M | ||
| Q4 24 | $73.6M | $6.3M | ||
| Q3 24 | $73.4M | $8.9M | ||
| Q2 24 | $64.0M | $13.9M | ||
| Q1 24 | $43.6M | $11.0M |
| Q4 25 | $912.9M | $220.0M | ||
| Q3 25 | $966.7M | $212.4M | ||
| Q2 25 | $969.9M | $202.5M | ||
| Q1 25 | $935.0M | $193.0M | ||
| Q4 24 | $946.8M | $181.9M | ||
| Q3 24 | $957.0M | $174.3M | ||
| Q2 24 | $937.9M | $167.8M | ||
| Q1 24 | $915.7M | $160.0M |
| Q4 25 | $1.3B | $668.6M | ||
| Q3 25 | $1.4B | $670.5M | ||
| Q2 25 | $1.4B | $659.0M | ||
| Q1 25 | $1.4B | $664.6M | ||
| Q4 24 | $1.3B | $648.9M | ||
| Q3 24 | $1.4B | $655.5M | ||
| Q2 24 | $1.4B | $654.4M | ||
| Q1 24 | $1.3B | $656.6M |
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 | $21.1M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $11.6M |
| 自由现金流率自由现金流/营收 | 4.9% | 3.4% |
| 资本支出强度资本支出/营收 | 5.5% | 2.9% |
| 现金转化率经营现金流/净利润 | 40.73× | 1.86× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $42.6M |
8季度趋势，按日历期对齐
| Q4 25 | $36.0M | $21.1M | ||
| Q3 25 | $66.4M | $15.6M | ||
| Q2 25 | $51.2M | $2.9M | ||
| Q1 25 | $12.3M | $34.1M | ||
| Q4 24 | $35.2M | $2.7M | ||
| Q3 24 | $46.3M | $24.5M | ||
| Q2 24 | $65.0M | $12.4M | ||
| Q1 24 | $12.7M | $20.2M |
| Q4 25 | $17.0M | $11.6M | ||
| Q3 25 | $44.8M | $7.5M | ||
| Q2 25 | $28.5M | $-4.2M | ||
| Q1 25 | $-7.2M | $27.6M | ||
| Q4 24 | $16.1M | $-6.9M | ||
| Q3 24 | $29.1M | $18.0M | ||
| Q2 24 | $45.3M | $3.6M | ||
| Q1 24 | $-4.0M | $9.8M |
| Q4 25 | 4.9% | 3.4% | ||
| Q3 25 | 10.9% | 2.2% | ||
| Q2 25 | 6.3% | -1.3% | ||
| Q1 25 | -2.0% | 8.2% | ||
| Q4 24 | 4.4% | -2.1% | ||
| Q3 24 | 6.8% | 5.6% | ||
| Q2 24 | 10.3% | 1.2% | ||
| Q1 24 | -1.1% | 3.2% |
| Q4 25 | 5.5% | 2.9% | ||
| Q3 25 | 5.3% | 2.4% | ||
| Q2 25 | 5.0% | 2.2% | ||
| Q1 25 | 5.5% | 1.9% | ||
| Q4 24 | 5.3% | 2.9% | ||
| Q3 24 | 4.0% | 2.0% | ||
| Q2 24 | 4.5% | 2.9% | ||
| Q1 24 | 4.6% | 3.4% |
| Q4 25 | 40.73× | 1.86× | ||
| Q3 25 | 5.84× | 1.32× | ||
| Q2 25 | 1.16× | 0.25× | ||
| Q1 25 | 2.55× | 2.60× | ||
| Q4 24 | 6.84× | 0.27× | ||
| Q3 24 | 1.56× | 2.72× | ||
| Q2 24 | 1.79× | 1.35× | ||
| Q1 24 | 0.96× | 2.54× |
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% |
NGVC
| Grocery | $243.8M | 73% |
| Dietary Supplements | $60.7M | 18% |
| Manufactured Product Other | $31.0M | 9% |
