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J&J SNACK FOODS CORP（JJSF）与Orthofix Medical Inc.（OFIX）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Orthofix Medical Inc.的1.6倍（$343.8M vs $219.9M），J&J SNACK FOODS CORP净利率更高（0.3% vs -1.0%，领先1.3%），Orthofix Medical Inc.同比增速更快（2.0% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $16.8M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% 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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
JJSF vs OFIX — 直观对比
营收规模更大
JJSF
是对方的1.6倍
$219.9M
营收增速更快
OFIX
高出7.2%
-5.2%
净利率更高
JJSF
高出1.3%
-1.0%
自由现金流更多
JJSF
多$140.0K
$16.8M
两年增速更快
OFIX
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $219.9M |
| 净利润 | $883.0K | $-2.2M |
| 毛利率 | 27.9% | 71.1% |
| 营业利润率 | 0.2% | 0.2% |
| 净利率 | 0.3% | -1.0% |
| 营收同比 | -5.2% | 2.0% |
| 净利润同比 | -82.8% | 92.4% |
| 每股收益（稀释后） | $0.05 | $-0.05 |
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JJSFOFIX
| Q4 25 | $343.8M | $219.9M | ||
| Q3 25 | $410.2M | $205.6M | ||
| Q2 25 | $454.3M | $203.1M | ||
| Q1 25 | $356.1M | $193.6M | ||
| Q4 24 | $362.6M | $215.7M | ||
| Q3 24 | $426.8M | $196.6M | ||
| Q2 24 | $440.0M | $198.6M | ||
| Q1 24 | $359.7M | $188.6M |
净利润JJSFOFIX
| Q4 25 | $883.0K | $-2.2M | ||
| Q3 25 | $11.4M | $-22.8M | ||
| Q2 25 | $44.2M | $-14.1M | ||
| Q1 25 | $4.8M | $-53.1M | ||
| Q4 24 | $5.1M | $-29.1M | ||
| Q3 24 | $29.6M | $-27.4M | ||
| Q2 24 | $36.3M | $-33.4M | ||
| Q1 24 | $13.3M | $-36.0M |
毛利率JJSFOFIX
| Q4 25 | 27.9% | 71.1% | ||
| Q3 25 | 31.7% | 72.2% | ||
| Q2 25 | 33.0% | 68.7% | ||
| Q1 25 | 26.9% | 62.8% | ||
| Q4 24 | 25.9% | 69.0% | ||
| Q3 24 | 31.8% | 68.7% | ||
| Q2 24 | 33.6% | 67.8% | ||
| Q1 24 | 30.1% | 67.5% |
营业利润率JJSFOFIX
| Q4 25 | 0.2% | 0.2% | ||
| Q3 25 | 2.8% | -8.3% | ||
| Q2 25 | 13.3% | -7.9% | ||
| Q1 25 | 1.7% | -25.2% | ||
| Q4 24 | 1.7% | -5.3% | ||
| Q3 24 | 9.3% | -9.6% | ||
| Q2 24 | 11.4% | -12.5% | ||
| Q1 24 | 5.0% | -15.6% |
净利率JJSFOFIX
| Q4 25 | 0.3% | -1.0% | ||
| Q3 25 | 2.8% | -11.1% | ||
| Q2 25 | 9.7% | -6.9% | ||
| Q1 25 | 1.4% | -27.4% | ||
| Q4 24 | 1.4% | -13.5% | ||
| Q3 24 | 6.9% | -13.9% | ||
| Q2 24 | 8.3% | -16.8% | ||
| Q1 24 | 3.7% | -19.1% |
每股收益（稀释后）JJSFOFIX
| Q4 25 | $0.05 | $-0.05 | ||
| Q3 25 | $0.59 | $-0.57 | ||
| Q2 25 | $2.26 | $-0.36 | ||
| Q1 25 | $0.25 | $-1.35 | ||
| Q4 24 | $0.26 | $-0.76 | ||
| Q3 24 | $1.52 | $-0.71 | ||
| Q2 24 | $1.87 | $-0.88 | ||
| Q1 24 | $0.69 | $-0.95 |
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 | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $450.0M |
| 总资产 | $1.3B | $850.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资JJSFOFIX
| Q4 25 | $66.8M | $82.0M | ||
| Q3 25 | $105.9M | $62.9M | ||
| Q2 25 | $77.4M | $65.6M | ||
| Q1 25 | $48.5M | $58.0M | ||
| Q4 24 | $73.6M | $83.2M | ||
| Q3 24 | $73.4M | $30.1M | ||
| Q2 24 | $64.0M | $26.4M | ||
| Q1 24 | $43.6M | $27.0M |
总债务JJSFOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | — | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M | ||
| Q1 24 | — | $118.2M |
股东权益JJSFOFIX
| Q4 25 | $912.9M | $450.0M | ||
| Q3 25 | $966.7M | $442.5M | ||
| Q2 25 | $969.9M | $458.3M | ||
| Q1 25 | $935.0M | $458.3M | ||
| Q4 24 | $946.8M | $503.1M | ||
| Q3 24 | $957.0M | $525.9M | ||
| Q2 24 | $937.9M | $546.0M | ||
| Q1 24 | $915.7M | $570.3M |
总资产JJSFOFIX
| Q4 25 | $1.3B | $850.6M | ||
| Q3 25 | $1.4B | $832.6M | ||
| Q2 25 | $1.4B | $837.2M | ||
| Q1 25 | $1.4B | $823.1M | ||
| Q4 24 | $1.3B | $893.3M | ||
| Q3 24 | $1.4B | $867.9M | ||
| Q2 24 | $1.4B | $882.0M | ||
| Q1 24 | $1.3B | $906.0M |
负债/权益比JJSFOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× | ||
| Q1 24 | — | 0.21× |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $16.8M |
| 自由现金流率自由现金流/营收 | 4.9% | 7.6% |
| 资本支出强度资本支出/营收 | 5.5% | 4.9% |
| 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 | $-1.3M |
8季度趋势，按日历期对齐
经营现金流JJSFOFIX
| Q4 25 | $36.0M | $27.7M | ||
| Q3 25 | $66.4M | $12.4M | ||
| Q2 25 | $51.2M | $11.6M | ||
| Q1 25 | $12.3M | $-18.4M | ||
| Q4 24 | $35.2M | $23.7M | ||
| Q3 24 | $46.3M | $11.7M | ||
| Q2 24 | $65.0M | $9.0M | ||
| Q1 24 | $12.7M | $-18.6M |
自由现金流JJSFOFIX
| Q4 25 | $17.0M | $16.8M | ||
| Q3 25 | $44.8M | $2.5M | ||
| Q2 25 | $28.5M | $4.5M | ||
| Q1 25 | $-7.2M | $-25.1M | ||
| Q4 24 | $16.1M | $15.2M | ||
| Q3 24 | $29.1M | $6.3M | ||
| Q2 24 | $45.3M | $-360.0K | ||
| Q1 24 | $-4.0M | $-29.1M |
自由现金流率JJSFOFIX
| Q4 25 | 4.9% | 7.6% | ||
| Q3 25 | 10.9% | 1.2% | ||
| Q2 25 | 6.3% | 2.2% | ||
| Q1 25 | -2.0% | -13.0% | ||
| Q4 24 | 4.4% | 7.0% | ||
| Q3 24 | 6.8% | 3.2% | ||
| Q2 24 | 10.3% | -0.2% | ||
| Q1 24 | -1.1% | -15.4% |
资本支出强度JJSFOFIX
| Q4 25 | 5.5% | 4.9% | ||
| Q3 25 | 5.3% | 4.8% | ||
| Q2 25 | 5.0% | 3.5% | ||
| Q1 25 | 5.5% | 3.5% | ||
| Q4 24 | 5.3% | 4.0% | ||
| Q3 24 | 4.0% | 2.7% | ||
| Q2 24 | 4.5% | 4.7% | ||
| Q1 24 | 4.6% | 5.6% |
现金转化率JJSFOFIX
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | — | ||
| 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% |
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
