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J&J SNACK FOODS CORP（JJSF）与National Storage Affiliates Trust（NSA）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 Storage Affiliates Trust的1.8倍（$343.8M vs $187.0M），National Storage Affiliates Trust净利率更高（12.2% vs 0.3%，领先12.0%），National Storage Affiliates Trust同比增速更快（-1.6% vs -5.2%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $17.0M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -2.4%）
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 Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
JJSF vs NSA — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $187.0M |
| 净利润 | $883.0K | $22.9M |
| 毛利率 | 27.9% | 72.5% |
| 营业利润率 | 0.2% | 20.2% |
| 净利率 | 0.3% | 12.2% |
| 营收同比 | -5.2% | -1.6% |
| 净利润同比 | -82.8% | 36.8% |
| 每股收益（稀释后） | $0.05 | $0.23 |
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 | $187.0M | ||
| Q3 25 | $410.2M | $188.7M | ||
| Q2 25 | $454.3M | $188.8M | ||
| Q1 25 | $356.1M | $188.4M | ||
| Q4 24 | $362.6M | $190.1M | ||
| Q3 24 | $426.8M | $193.6M | ||
| Q2 24 | $440.0M | $190.4M | ||
| Q1 24 | $359.7M | $196.1M |
| Q4 25 | $883.0K | $22.9M | ||
| Q3 25 | $11.4M | $18.4M | ||
| Q2 25 | $44.2M | $19.5M | ||
| Q1 25 | $4.8M | $13.0M | ||
| Q4 24 | $5.1M | $16.7M | ||
| Q3 24 | $29.6M | $18.7M | ||
| Q2 24 | $36.3M | $17.1M | ||
| Q1 24 | $13.3M | $59.0M |
| Q4 25 | 27.9% | 72.5% | ||
| Q3 25 | 31.7% | 70.7% | ||
| Q2 25 | 33.0% | 70.5% | ||
| Q1 25 | 26.9% | 70.7% | ||
| Q4 24 | 25.9% | 72.5% | ||
| Q3 24 | 31.8% | 72.8% | ||
| Q2 24 | 33.6% | 72.6% | ||
| Q1 24 | 30.1% | 72.1% |
| Q4 25 | 0.2% | 20.2% | ||
| Q3 25 | 2.8% | 15.8% | ||
| Q2 25 | 13.3% | 16.5% | ||
| Q1 25 | 1.7% | 11.0% | ||
| Q4 24 | 1.7% | 14.5% | ||
| Q3 24 | 9.3% | 15.8% | ||
| Q2 24 | 11.4% | 17.2% | ||
| Q1 24 | 5.0% | 48.9% |
| Q4 25 | 0.3% | 12.2% | ||
| Q3 25 | 2.8% | 9.8% | ||
| Q2 25 | 9.7% | 10.3% | ||
| Q1 25 | 1.4% | 6.9% | ||
| Q4 24 | 1.4% | 8.8% | ||
| Q3 24 | 6.9% | 9.7% | ||
| Q2 24 | 8.3% | 9.0% | ||
| Q1 24 | 3.7% | 30.1% |
| Q4 25 | $0.05 | $0.23 | ||
| Q3 25 | $0.59 | $0.17 | ||
| Q2 25 | $2.26 | $0.19 | ||
| Q1 25 | $0.25 | $0.10 | ||
| Q4 24 | $0.26 | $0.19 | ||
| Q3 24 | $1.52 | $0.18 | ||
| Q2 24 | $1.87 | $0.16 | ||
| Q1 24 | $0.69 | $0.65 |
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 | $23.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $946.0M |
| 总资产 | $1.3B | $5.1B |
| 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 | $23.3M | ||
| Q3 25 | $105.9M | $26.3M | ||
| Q2 25 | $77.4M | $26.1M | ||
| Q1 25 | $48.5M | $19.3M | ||
| Q4 24 | $73.6M | $50.4M | ||
| Q3 24 | $73.4M | $69.9M | ||
| Q2 24 | $64.0M | $59.0M | ||
| Q1 24 | $43.6M | $64.2M |
| Q4 25 | $912.9M | $946.0M | ||
| Q3 25 | $966.7M | $973.1M | ||
| Q2 25 | $969.9M | $1.0B | ||
| Q1 25 | $935.0M | $1.0B | ||
| Q4 24 | $946.8M | $1.1B | ||
| Q3 24 | $957.0M | $986.9M | ||
| Q2 24 | $937.9M | $1.2B | ||
| Q1 24 | $915.7M | $1.3B |
| Q4 25 | $1.3B | $5.1B | ||
| Q3 25 | $1.4B | $5.1B | ||
| Q2 25 | $1.4B | $5.2B | ||
| Q1 25 | $1.4B | $5.3B | ||
| Q4 24 | $1.3B | $5.4B | ||
| Q3 24 | $1.4B | $5.4B | ||
| Q2 24 | $1.4B | $5.3B | ||
| Q1 24 | $1.3B | $5.4B |
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 | $338.5M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $299.8M |
| 自由现金流率自由现金流/营收 | 4.9% | 160.3% |
| 资本支出强度资本支出/营收 | 5.5% | 20.7% |
| 现金转化率经营现金流/净利润 | 40.73× | 14.79× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $541.5M |
8季度趋势，按日历期对齐
| Q4 25 | $36.0M | $338.5M | ||
| Q3 25 | $66.4M | $100.2M | ||
| Q2 25 | $51.2M | $79.9M | ||
| Q1 25 | $12.3M | $85.6M | ||
| Q4 24 | $35.2M | $363.1M | ||
| Q3 24 | $46.3M | $105.7M | ||
| Q2 24 | $65.0M | $83.2M | ||
| Q1 24 | $12.7M | $94.0M |
| Q4 25 | $17.0M | $299.8M | ||
| Q3 25 | $44.8M | $88.0M | ||
| Q2 25 | $28.5M | $73.8M | ||
| Q1 25 | $-7.2M | $79.9M | ||
| Q4 24 | $16.1M | $344.4M | ||
| Q3 24 | $29.1M | $101.8M | ||
| Q2 24 | $45.3M | $79.5M | ||
| Q1 24 | $-4.0M | $88.6M |
| Q4 25 | 4.9% | 160.3% | ||
| Q3 25 | 10.9% | 46.6% | ||
| Q2 25 | 6.3% | 39.1% | ||
| Q1 25 | -2.0% | 42.4% | ||
| Q4 24 | 4.4% | 181.2% | ||
| Q3 24 | 6.8% | 52.6% | ||
| Q2 24 | 10.3% | 41.7% | ||
| Q1 24 | -1.1% | 45.2% |
| Q4 25 | 5.5% | 20.7% | ||
| Q3 25 | 5.3% | 6.5% | ||
| Q2 25 | 5.0% | 3.2% | ||
| Q1 25 | 5.5% | 3.0% | ||
| Q4 24 | 5.3% | 9.8% | ||
| Q3 24 | 4.0% | 2.0% | ||
| Q2 24 | 4.5% | 1.9% | ||
| Q1 24 | 4.6% | 2.7% |
| Q4 25 | 40.73× | 14.79× | ||
| Q3 25 | 5.84× | 5.44× | ||
| Q2 25 | 1.16× | 4.10× | ||
| Q1 25 | 2.55× | 6.59× | ||
| Q4 24 | 6.84× | 21.70× | ||
| Q3 24 | 1.56× | 5.65× | ||
| Q2 24 | 1.79× | 4.88× | ||
| Q1 24 | 0.96× | 1.59× |
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% |
NSA
暂无分部数据
