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J&J SNACK FOODS CORP（JJSF）与UNIVERSAL DISPLAY CORP \PA\（OLED）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UNIVERSAL DISPLAY CORP \PA\的2.4倍（$343.8M vs $142.2M），UNIVERSAL DISPLAY CORP \PA\净利率更高（25.2% vs 0.3%，领先25.0%），J&J SNACK FOODS CORP同比增速更快（-5.2% vs -14.5%），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -5.3%）
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。
Universal Display Corporation（股票代码OLED）是有机发光二极管（OLED）技术及材料的研发与生产企业，拥有深厚的技术积累，面向显示、照明两大领域提供相关配套服务，是全球OLED上游产业链的核心供应商之一。
JJSF vs OLED — 直观对比
营收规模更大
JJSF
是对方的2.4倍
$142.2M
营收增速更快
JJSF
高出9.3%
-14.5%
净利率更高
OLED
高出25.0%
0.3%
两年增速更快
JJSF
近两年复合增速
-5.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $142.2M |
| 净利润 | $883.0K | $35.9M |
| 毛利率 | 27.9% | 74.6% |
| 营业利润率 | 0.2% | 30.1% |
| 净利率 | 0.3% | 25.2% |
| 营收同比 | -5.2% | -14.5% |
| 净利润同比 | -82.8% | -44.3% |
| 每股收益（稀释后） | $0.05 | $0.76 |
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JJSFOLED
| Q1 26 | — | $142.2M | ||
| Q4 25 | $343.8M | $172.9M | ||
| Q3 25 | $410.2M | $139.6M | ||
| Q2 25 | $454.3M | $171.8M | ||
| Q1 25 | $356.1M | $166.3M | ||
| Q4 24 | $362.6M | $162.3M | ||
| Q3 24 | $426.8M | $161.6M | ||
| Q2 24 | $440.0M | $158.5M |
净利润JJSFOLED
| Q1 26 | — | $35.9M | ||
| Q4 25 | $883.0K | $66.3M | ||
| Q3 25 | $11.4M | $44.0M | ||
| Q2 25 | $44.2M | $67.3M | ||
| Q1 25 | $4.8M | $64.4M | ||
| Q4 24 | $5.1M | $46.0M | ||
| Q3 24 | $29.6M | $66.9M | ||
| Q2 24 | $36.3M | $52.3M |
毛利率JJSFOLED
| Q1 26 | — | 74.6% | ||
| Q4 25 | 27.9% | 76.1% | ||
| Q3 25 | 31.7% | 74.6% | ||
| Q2 25 | 33.0% | 77.2% | ||
| Q1 25 | 26.9% | 77.1% | ||
| Q4 24 | 25.9% | 77.0% | ||
| Q3 24 | 31.8% | 77.8% | ||
| Q2 24 | 33.6% | 75.8% |
营业利润率JJSFOLED
| Q1 26 | — | 30.1% | ||
| Q4 25 | 0.2% | 38.9% | ||
| Q3 25 | 2.8% | 30.9% | ||
| Q2 25 | 13.3% | 39.9% | ||
| Q1 25 | 1.7% | 41.9% | ||
| Q4 24 | 1.7% | 32.3% | ||
| Q3 24 | 9.3% | 41.5% | ||
| Q2 24 | 11.4% | 35.6% |
净利率JJSFOLED
| Q1 26 | — | 25.2% | ||
| Q4 25 | 0.3% | 38.4% | ||
| Q3 25 | 2.8% | 31.5% | ||
| Q2 25 | 9.7% | 39.2% | ||
| Q1 25 | 1.4% | 38.8% | ||
| Q4 24 | 1.4% | 28.4% | ||
| Q3 24 | 6.9% | 41.4% | ||
| Q2 24 | 8.3% | 33.0% |
每股收益（稀释后）JJSFOLED
| Q1 26 | — | $0.76 | ||
| Q4 25 | $0.05 | $1.40 | ||
| Q3 25 | $0.59 | $0.92 | ||
| Q2 25 | $2.26 | $1.41 | ||
| Q1 25 | $0.25 | $1.35 | ||
| Q4 24 | $0.26 | $0.96 | ||
| Q3 24 | $1.52 | $1.40 | ||
| Q2 24 | $1.87 | $1.10 |
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 | $516.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | — |
| 总资产 | $1.3B | $1.9B |
| 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JJSFOLED
| Q1 26 | — | $516.4M | ||
| Q4 25 | $66.8M | $602.4M | ||
| Q3 25 | $105.9M | $603.0M | ||
| Q2 25 | $77.4M | $525.2M | ||
| Q1 25 | $48.5M | $571.3M | ||
| Q4 24 | $73.6M | $492.7M | ||
| Q3 24 | $73.4M | $551.6M | ||
| Q2 24 | $64.0M | $530.5M |
股东权益JJSFOLED
| Q1 26 | — | — | ||
| Q4 25 | $912.9M | $1.8B | ||
| Q3 25 | $966.7M | $1.7B | ||
| Q2 25 | $969.9M | $1.7B | ||
| Q1 25 | $935.0M | $1.7B | ||
| Q4 24 | $946.8M | $1.6B | ||
| Q3 24 | $957.0M | $1.6B | ||
| Q2 24 | $937.9M | $1.5B |
总资产JJSFOLED
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.4B | $1.9B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.4B | $1.8B |
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 | $108.9M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | — |
| 自由现金流率自由现金流/营收 | 4.9% | — |
| 资本支出强度资本支出/营收 | 5.5% | — |
| 现金转化率经营现金流/净利润 | 40.73× | 3.03× |
| 过去12个月自由现金流最近4个季度 | $83.1M | — |
8季度趋势，按日历期对齐
经营现金流JJSFOLED
| Q1 26 | — | $108.9M | ||
| Q4 25 | $36.0M | $31.1M | ||
| Q3 25 | $66.4M | $97.2M | ||
| Q2 25 | $51.2M | $51.9M | ||
| Q1 25 | $12.3M | $30.6M | ||
| Q4 24 | $35.2M | $34.7M | ||
| Q3 24 | $46.3M | $79.9M | ||
| Q2 24 | $65.0M | $67.0M |
自由现金流JJSFOLED
| Q1 26 | — | — | ||
| Q4 25 | $17.0M | $15.1M | ||
| Q3 25 | $44.8M | $84.3M | ||
| Q2 25 | $28.5M | $37.5M | ||
| Q1 25 | $-7.2M | $17.5M | ||
| Q4 24 | $16.1M | $22.0M | ||
| Q3 24 | $29.1M | $66.2M | ||
| Q2 24 | $45.3M | $57.9M |
自由现金流率JJSFOLED
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 8.7% | ||
| Q3 25 | 10.9% | 60.4% | ||
| Q2 25 | 6.3% | 21.8% | ||
| Q1 25 | -2.0% | 10.5% | ||
| Q4 24 | 4.4% | 13.6% | ||
| Q3 24 | 6.8% | 41.0% | ||
| Q2 24 | 10.3% | 36.5% |
资本支出强度JJSFOLED
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 9.3% | ||
| Q3 25 | 5.3% | 9.2% | ||
| Q2 25 | 5.0% | 8.4% | ||
| Q1 25 | 5.5% | 7.9% | ||
| Q4 24 | 5.3% | 7.8% | ||
| Q3 24 | 4.0% | 8.4% | ||
| Q2 24 | 4.5% | 5.8% |
现金转化率JJSFOLED
| Q1 26 | — | 3.03× | ||
| Q4 25 | 40.73× | 0.47× | ||
| Q3 25 | 5.84× | 2.21× | ||
| Q2 25 | 1.16× | 0.77× | ||
| Q1 25 | 2.55× | 0.47× | ||
| Q4 24 | 6.84× | 0.75× | ||
| Q3 24 | 1.56× | 1.19× | ||
| Q2 24 | 1.79× | 1.28× |
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% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
