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J&J SNACK FOODS CORP（JJSF）与Ingevity Corp（NGVT）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Ingevity Corp的1.9倍（$343.8M vs $185.4M），J&J SNACK FOODS CORP净利率更高（0.3% vs -45.6%，领先45.9%），Ingevity Corp同比增速更快（36.7% vs -5.2%），Ingevity Corp自由现金流更多（$73.5M vs $17.0M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -26.2%）
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。
Ingevity Corp是一家全球特种化学品与先进材料生产商，主营高性能碳材料、路面养护解决方案及特种化工产品，服务汽车排放控制、工业净化、道路基建、农业投入品等核心市场，业务覆盖北美、欧洲及亚太地区。
JJSF vs NGVT — 直观对比
营收规模更大
JJSF
是对方的1.9倍
$185.4M
营收增速更快
NGVT
高出41.9%
-5.2%
净利率更高
JJSF
高出45.9%
-45.6%
自由现金流更多
NGVT
多$56.5M
$17.0M
两年增速更快
JJSF
近两年复合增速
-26.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $185.4M |
| 净利润 | $883.0K | $-84.6M |
| 毛利率 | 27.9% | 41.2% |
| 营业利润率 | 0.2% | -47.7% |
| 净利率 | 0.3% | -45.6% |
| 营收同比 | -5.2% | 36.7% |
| 净利润同比 | -82.8% | -609.6% |
| 每股收益（稀释后） | $0.05 | $-2.33 |
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JJSFNGVT
| Q4 25 | $343.8M | $185.4M | ||
| Q3 25 | $410.2M | $333.1M | ||
| Q2 25 | $454.3M | $365.1M | ||
| Q1 25 | $356.1M | $284.0M | ||
| Q4 24 | $362.6M | $135.6M | ||
| Q3 24 | $426.8M | $333.8M | ||
| Q2 24 | $440.0M | $390.6M | ||
| Q1 24 | $359.7M | $340.1M |
净利润JJSFNGVT
| Q4 25 | $883.0K | $-84.6M | ||
| Q3 25 | $11.4M | $43.5M | ||
| Q2 25 | $44.2M | $-146.5M | ||
| Q1 25 | $4.8M | $20.5M | ||
| Q4 24 | $5.1M | $16.6M | ||
| Q3 24 | $29.6M | $-107.2M | ||
| Q2 24 | $36.3M | $-283.7M | ||
| Q1 24 | $13.3M | $-56.0M |
毛利率JJSFNGVT
| Q4 25 | 27.9% | 41.2% | ||
| Q3 25 | 31.7% | 40.2% | ||
| Q2 25 | 33.0% | 37.8% | ||
| Q1 25 | 26.9% | 39.9% | ||
| Q4 24 | 25.9% | 81.3% | ||
| Q3 24 | 31.8% | 39.4% | ||
| Q2 24 | 33.6% | 31.5% | ||
| Q1 24 | 30.1% | 29.3% |
营业利润率JJSFNGVT
| Q4 25 | 0.2% | -47.7% | ||
| Q3 25 | 2.8% | 18.7% | ||
| Q2 25 | 13.3% | -39.1% | ||
| Q1 25 | 1.7% | 9.4% | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 9.3% | 33.0% | ||
| Q2 24 | 11.4% | 25.9% | ||
| Q1 24 | 5.0% | 22.6% |
净利率JJSFNGVT
| Q4 25 | 0.3% | -45.6% | ||
| Q3 25 | 2.8% | 13.1% | ||
| Q2 25 | 9.7% | -40.1% | ||
| Q1 25 | 1.4% | 7.2% | ||
| Q4 24 | 1.4% | 12.2% | ||
| Q3 24 | 6.9% | -32.1% | ||
| Q2 24 | 8.3% | -72.6% | ||
| Q1 24 | 3.7% | -16.5% |
每股收益（稀释后）JJSFNGVT
| Q4 25 | $0.05 | $-2.33 | ||
| Q3 25 | $0.59 | $1.18 | ||
| Q2 25 | $2.26 | $-4.02 | ||
| Q1 25 | $0.25 | $0.56 | ||
| Q4 24 | $0.26 | $0.44 | ||
| Q3 24 | $1.52 | $-2.94 | ||
| Q2 24 | $1.87 | $-7.81 | ||
| Q1 24 | $0.69 | $-1.54 |
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 | $78.1M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $912.9M | $29.7M |
| 总资产 | $1.3B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 39.10× |
8季度趋势，按日历期对齐
现金及短期投资JJSFNGVT
| Q4 25 | $66.8M | $78.1M | ||
| Q3 25 | $105.9M | $83.4M | ||
| Q2 25 | $77.4M | $76.9M | ||
| Q1 25 | $48.5M | $71.5M | ||
| Q4 24 | $73.6M | $68.0M | ||
| Q3 24 | $73.4M | $135.5M | ||
| Q2 24 | $64.0M | $107.4M | ||
| Q1 24 | $43.6M | $88.5M |
总债务JJSFNGVT
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
股东权益JJSFNGVT
| Q4 25 | $912.9M | $29.7M | ||
| Q3 25 | $966.7M | $138.1M | ||
| Q2 25 | $969.9M | $120.7M | ||
| Q1 25 | $935.0M | $234.6M | ||
| Q4 24 | $946.8M | $195.2M | ||
| Q3 24 | $957.0M | $214.5M | ||
| Q2 24 | $937.9M | $284.8M | ||
| Q1 24 | $915.7M | $568.2M |
总资产JJSFNGVT
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.4B | $2.2B | ||
| Q2 24 | $1.4B | $2.3B | ||
| Q1 24 | $1.3B | $2.6B |
负债/权益比JJSFNGVT
| Q4 25 | — | 39.10× | ||
| Q3 25 | — | 8.39× | ||
| Q2 25 | — | 10.24× | ||
| Q1 25 | — | 5.68× | ||
| Q4 24 | — | 6.86× | ||
| Q3 24 | — | 6.52× | ||
| Q2 24 | — | 4.92× | ||
| Q1 24 | — | 2.48× |
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 | $97.1M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $73.5M |
| 自由现金流率自由现金流/营收 | 4.9% | 39.6% |
| 资本支出强度资本支出/营收 | 5.5% | 12.7% |
| 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 | $273.5M |
8季度趋势，按日历期对齐
经营现金流JJSFNGVT
| Q4 25 | $36.0M | $97.1M | ||
| Q3 25 | $66.4M | $129.7M | ||
| Q2 25 | $51.2M | $79.0M | ||
| Q1 25 | $12.3M | $25.4M | ||
| Q4 24 | $35.2M | $64.5M | ||
| Q3 24 | $46.3M | $46.5M | ||
| Q2 24 | $65.0M | $29.7M | ||
| Q1 24 | $12.7M | $-12.1M |
自由现金流JJSFNGVT
| Q4 25 | $17.0M | $73.5M | ||
| Q3 25 | $44.8M | $117.8M | ||
| Q2 25 | $28.5M | $66.8M | ||
| Q1 25 | $-7.2M | $15.4M | ||
| Q4 24 | $16.1M | $39.6M | ||
| Q3 24 | $29.1M | $28.5M | ||
| Q2 24 | $45.3M | $11.6M | ||
| Q1 24 | $-4.0M | $-28.7M |
自由现金流率JJSFNGVT
| Q4 25 | 4.9% | 39.6% | ||
| Q3 25 | 10.9% | 35.4% | ||
| Q2 25 | 6.3% | 18.3% | ||
| Q1 25 | -2.0% | 5.4% | ||
| Q4 24 | 4.4% | 29.2% | ||
| Q3 24 | 6.8% | 8.5% | ||
| Q2 24 | 10.3% | 3.0% | ||
| Q1 24 | -1.1% | -8.4% |
资本支出强度JJSFNGVT
| Q4 25 | 5.5% | 12.7% | ||
| Q3 25 | 5.3% | 3.6% | ||
| Q2 25 | 5.0% | 3.3% | ||
| Q1 25 | 5.5% | 3.5% | ||
| Q4 24 | 5.3% | 18.4% | ||
| Q3 24 | 4.0% | 5.4% | ||
| Q2 24 | 4.5% | 4.6% | ||
| Q1 24 | 4.6% | 4.9% |
现金转化率JJSFNGVT
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 2.98× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | 1.24× | ||
| Q4 24 | 6.84× | 3.89× | ||
| Q3 24 | 1.56× | — | ||
| 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% |
NGVT
| Performance Materials | $151.2M | 82% |
| Advanced Polymer Technologies Segment | $36.5M | 20% |
