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J&J SNACK FOODS CORP（JJSF）与ONITY GROUP INC.（ONIT）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ONITY GROUP INC.的1.2倍（$343.8M vs $290.0M），ONITY GROUP INC.净利率更高（43.9% vs 0.3%，领先43.6%），ONITY GROUP INC.同比增速更快（29.0% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-750.9M），过去两年ONITY GROUP INC.的营收复合增速更高（10.1% 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。
奥尼提集团（原奥克文）是一家提供住宅及商业抵押贷款 servicing、特殊 servicing以及资产管理服务的供应商，业务性质也可概括为向房主收取每月本金与利息。公司成立于1988年，总部位于佛罗里达州西棕榈滩，在美国多地及菲律宾、印度都设有办公及支持运营点。
JJSF vs ONIT — 直观对比
营收规模更大
JJSF
是对方的1.2倍
$290.0M
营收增速更快
ONIT
高出34.2%
-5.2%
净利率更高
ONIT
高出43.6%
0.3%
自由现金流更多
JJSF
多$767.9M
$-750.9M
两年增速更快
ONIT
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $290.0M |
| 净利润 | $883.0K | $127.2M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | — |
| 净利率 | 0.3% | 43.9% |
| 营收同比 | -5.2% | 29.0% |
| 净利润同比 | -82.8% | 552.7% |
| 每股收益（稀释后） | $0.05 | $14.53 |
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JJSFONIT
| Q4 25 | $343.8M | $290.0M | ||
| Q3 25 | $410.2M | $280.3M | ||
| Q2 25 | $454.3M | $246.6M | ||
| Q1 25 | $356.1M | $249.8M | ||
| Q4 24 | $362.6M | $224.8M | ||
| Q3 24 | $426.8M | $265.7M | ||
| Q2 24 | $440.0M | $246.4M | ||
| Q1 24 | $359.7M | $239.1M |
净利润JJSFONIT
| Q4 25 | $883.0K | $127.2M | ||
| Q3 25 | $11.4M | $18.7M | ||
| Q2 25 | $44.2M | $21.5M | ||
| Q1 25 | $4.8M | $22.1M | ||
| Q4 24 | $5.1M | $-28.1M | ||
| Q3 24 | $29.6M | $21.4M | ||
| Q2 24 | $36.3M | $10.5M | ||
| Q1 24 | $13.3M | $30.1M |
毛利率JJSFONIT
| Q4 25 | 27.9% | — | ||
| Q3 25 | 31.7% | — | ||
| Q2 25 | 33.0% | — | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 25.9% | — | ||
| Q3 24 | 31.8% | — | ||
| Q2 24 | 33.6% | — | ||
| Q1 24 | 30.1% | — |
营业利润率JJSFONIT
| Q4 25 | 0.2% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 13.3% | — | ||
| Q1 25 | 1.7% | 3.6% | ||
| Q4 24 | 1.7% | -14.9% | ||
| Q3 24 | 9.3% | 10.4% | ||
| Q2 24 | 11.4% | 5.5% | ||
| Q1 24 | 5.0% | 13.3% |
净利率JJSFONIT
| Q4 25 | 0.3% | 43.9% | ||
| Q3 25 | 2.8% | 6.7% | ||
| Q2 25 | 9.7% | 8.7% | ||
| Q1 25 | 1.4% | 8.8% | ||
| Q4 24 | 1.4% | -12.5% | ||
| Q3 24 | 6.9% | 8.1% | ||
| Q2 24 | 8.3% | 4.3% | ||
| Q1 24 | 3.7% | 12.6% |
每股收益（稀释后）JJSFONIT
| Q4 25 | $0.05 | $14.53 | ||
| Q3 25 | $0.59 | $2.03 | ||
| Q2 25 | $2.26 | $2.40 | ||
| Q1 25 | $0.25 | $2.50 | ||
| Q4 24 | $0.26 | $-3.59 | ||
| Q3 24 | $1.52 | $2.65 | ||
| Q2 24 | $1.87 | $1.33 | ||
| Q1 24 | $0.69 | $3.74 |
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 | $180.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $627.9M |
| 总资产 | $1.3B | $16.2B |
| 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JJSFONIT
| Q4 25 | $66.8M | $180.5M | ||
| Q3 25 | $105.9M | $172.8M | ||
| Q2 25 | $77.4M | $194.3M | ||
| Q1 25 | $48.5M | $178.0M | ||
| Q4 24 | $73.6M | $184.8M | ||
| Q3 24 | $73.4M | $201.6M | ||
| Q2 24 | $64.0M | $203.1M | ||
| Q1 24 | $43.6M | $185.1M |
股东权益JJSFONIT
| Q4 25 | $912.9M | $627.9M | ||
| Q3 25 | $966.7M | $501.4M | ||
| Q2 25 | $969.9M | $481.9M | ||
| Q1 25 | $935.0M | $460.2M | ||
| Q4 24 | $946.8M | $442.9M | ||
| Q3 24 | $957.0M | $468.2M | ||
| Q2 24 | $937.9M | $446.2M | ||
| Q1 24 | $915.7M | $432.1M |
总资产JJSFONIT
| Q4 25 | $1.3B | $16.2B | ||
| Q3 25 | $1.4B | $16.1B | ||
| Q2 25 | $1.4B | $16.5B | ||
| Q1 25 | $1.4B | $16.3B | ||
| Q4 24 | $1.3B | $16.4B | ||
| Q3 24 | $1.4B | $13.2B | ||
| Q2 24 | $1.4B | $13.1B | ||
| Q1 24 | $1.3B | $13.1B |
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 | $-748.0M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $-750.9M |
| 自由现金流率自由现金流/营收 | 4.9% | -258.9% |
| 资本支出强度资本支出/营收 | 5.5% | 1.0% |
| 现金转化率经营现金流/净利润 | 40.73× | -5.88× |
| 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JJSFONIT
| Q4 25 | $36.0M | $-748.0M | ||
| Q3 25 | $66.4M | $229.5M | ||
| Q2 25 | $51.2M | $-598.8M | ||
| Q1 25 | $12.3M | $-148.1M | ||
| Q4 24 | $35.2M | $-573.8M | ||
| Q3 24 | $46.3M | $19.2M | ||
| Q2 24 | $65.0M | $-77.9M | ||
| Q1 24 | $12.7M | $-297.1M |
自由现金流JJSFONIT
| Q4 25 | $17.0M | $-750.9M | ||
| Q3 25 | $44.8M | $228.8M | ||
| Q2 25 | $28.5M | — | ||
| Q1 25 | $-7.2M | $-148.4M | ||
| Q4 24 | $16.1M | $-574.6M | ||
| Q3 24 | $29.1M | $19.1M | ||
| Q2 24 | $45.3M | $-78.0M | ||
| Q1 24 | $-4.0M | $-297.2M |
自由现金流率JJSFONIT
| Q4 25 | 4.9% | -258.9% | ||
| Q3 25 | 10.9% | 81.6% | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | -2.0% | -59.4% | ||
| Q4 24 | 4.4% | -255.6% | ||
| Q3 24 | 6.8% | 7.2% | ||
| Q2 24 | 10.3% | -31.7% | ||
| Q1 24 | -1.1% | -124.3% |
资本支出强度JJSFONIT
| Q4 25 | 5.5% | 1.0% | ||
| Q3 25 | 5.3% | 0.2% | ||
| Q2 25 | 5.0% | 0.0% | ||
| Q1 25 | 5.5% | 0.1% | ||
| Q4 24 | 5.3% | 0.4% | ||
| Q3 24 | 4.0% | 0.0% | ||
| Q2 24 | 4.5% | 0.0% | ||
| Q1 24 | 4.6% | 0.0% |
现金转化率JJSFONIT
| Q4 25 | 40.73× | -5.88× | ||
| Q3 25 | 5.84× | 12.27× | ||
| Q2 25 | 1.16× | -27.85× | ||
| Q1 25 | 2.55× | -6.70× | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | 0.90× | ||
| Q2 24 | 1.79× | -7.42× | ||
| Q1 24 | 0.96× | -9.87× |
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% |
ONIT
暂无分部数据
