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J&J SNACK FOODS CORP（JJSF）与OSI SYSTEMS INC（OSIS）财务数据对比。点击上方公司名可切换其他公司
OSI SYSTEMS INC的季度营收约是J&J SNACK FOODS CORP的1.3倍（$464.1M vs $343.8M），OSI SYSTEMS INC净利率更高（8.3% vs 0.3%，领先8.1%），OSI SYSTEMS INC同比增速更快（10.5% vs -5.2%），OSI SYSTEMS INC自由现金流更多（$55.5M vs $17.0M），过去两年OSI SYSTEMS INC的营收复合增速更高（7.0% 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。
OSI系统公司是总部位于美国加利福尼亚州的企业，主营安全检测系统、医疗设备及光电器件三大业务板块，产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等，旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司，全球员工规模约3180人。
JJSF vs OSIS — 直观对比
营收规模更大
OSIS
是对方的1.3倍
$343.8M
营收增速更快
OSIS
高出15.7%
-5.2%
净利率更高
OSIS
高出8.1%
0.3%
自由现金流更多
OSIS
多$38.6M
$17.0M
两年增速更快
OSIS
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $464.1M |
| 净利润 | $883.0K | $38.7M |
| 毛利率 | 27.9% | 32.7% |
| 营业利润率 | 0.2% | 12.7% |
| 净利率 | 0.3% | 8.3% |
| 营收同比 | -5.2% | 10.5% |
| 净利润同比 | -82.8% | 2.3% |
| 每股收益（稀释后） | $0.05 | $2.22 |
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JJSFOSIS
| Q4 25 | $343.8M | $464.1M | ||
| Q3 25 | $410.2M | $384.6M | ||
| Q2 25 | $454.3M | $505.0M | ||
| Q1 25 | $356.1M | $444.4M | ||
| Q4 24 | $362.6M | $419.8M | ||
| Q3 24 | $426.8M | $344.0M | ||
| Q2 24 | $440.0M | $480.9M | ||
| Q1 24 | $359.7M | $405.4M |
净利润JJSFOSIS
| Q4 25 | $883.0K | $38.7M | ||
| Q3 25 | $11.4M | $20.6M | ||
| Q2 25 | $44.2M | $52.7M | ||
| Q1 25 | $4.8M | $41.1M | ||
| Q4 24 | $5.1M | $37.8M | ||
| Q3 24 | $29.6M | $17.9M | ||
| Q2 24 | $36.3M | $44.7M | ||
| Q1 24 | $13.3M | $34.0M |
毛利率JJSFOSIS
| Q4 25 | 27.9% | 32.7% | ||
| Q3 25 | 31.7% | 32.0% | ||
| Q2 25 | 33.0% | 33.3% | ||
| Q1 25 | 26.9% | 33.8% | ||
| Q4 24 | 25.9% | 35.1% | ||
| Q3 24 | 31.8% | 35.3% | ||
| Q2 24 | 33.6% | 32.1% | ||
| Q1 24 | 30.1% | 33.6% |
营业利润率JJSFOSIS
| Q4 25 | 0.2% | 12.7% | ||
| Q3 25 | 2.8% | 8.6% | ||
| Q2 25 | 13.3% | 14.5% | ||
| Q1 25 | 1.7% | 12.7% | ||
| Q4 24 | 1.7% | 13.8% | ||
| Q3 24 | 9.3% | 8.8% | ||
| Q2 24 | 11.4% | 13.1% | ||
| Q1 24 | 5.0% | 12.7% |
净利率JJSFOSIS
| Q4 25 | 0.3% | 8.3% | ||
| Q3 25 | 2.8% | 5.3% | ||
| Q2 25 | 9.7% | 10.4% | ||
| Q1 25 | 1.4% | 9.3% | ||
| Q4 24 | 1.4% | 9.0% | ||
| Q3 24 | 6.9% | 5.2% | ||
| Q2 24 | 8.3% | 9.3% | ||
| Q1 24 | 3.7% | 8.4% |
每股收益（稀释后）JJSFOSIS
| Q4 25 | $0.05 | $2.22 | ||
| Q3 25 | $0.59 | $1.18 | ||
| Q2 25 | $2.26 | $3.04 | ||
| Q1 25 | $0.25 | $2.40 | ||
| Q4 24 | $0.26 | $2.22 | ||
| Q3 24 | $1.52 | $1.05 | ||
| Q2 24 | $1.87 | $2.57 | ||
| Q1 24 | $0.69 | $1.95 |
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 | $336.7M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $912.9M | $845.5M |
| 总资产 | $1.3B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资JJSFOSIS
| Q4 25 | $66.8M | $336.7M | ||
| Q3 25 | $105.9M | $124.4M | ||
| Q2 25 | $77.4M | $106.4M | ||
| Q1 25 | $48.5M | $95.8M | ||
| Q4 24 | $73.6M | $101.6M | ||
| Q3 24 | $73.4M | $85.1M | ||
| Q2 24 | $64.0M | $95.4M | ||
| Q1 24 | $43.6M | $101.4M |
总债务JJSFOSIS
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $442.2M | ||
| Q2 25 | — | $471.6M | ||
| Q1 25 | — | $473.2M | ||
| Q4 24 | — | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M | ||
| Q1 24 | — | — |
股东权益JJSFOSIS
| Q4 25 | $912.9M | $845.5M | ||
| Q3 25 | $966.7M | $946.0M | ||
| Q2 25 | $969.9M | $951.1M | ||
| Q1 25 | $935.0M | $879.3M | ||
| Q4 24 | $946.8M | $825.8M | ||
| Q3 24 | $957.0M | $786.5M | ||
| Q2 24 | $937.9M | $863.5M | ||
| Q1 24 | $915.7M | $813.4M |
总资产JJSFOSIS
| Q4 25 | $1.3B | $2.5B | ||
| Q3 25 | $1.4B | $2.3B | ||
| Q2 25 | $1.4B | $2.2B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.4B | $1.9B | ||
| Q1 24 | $1.3B | $1.8B |
负债/权益比JJSFOSIS
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.54× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | — | — |
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 | $62.2M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $55.5M |
| 自由现金流率自由现金流/营收 | 4.9% | 12.0% |
| 资本支出强度资本支出/营收 | 5.5% | 1.4% |
| 现金转化率经营现金流/净利润 | 40.73× | 1.61× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $137.2M |
8季度趋势，按日历期对齐
经营现金流JJSFOSIS
| Q4 25 | $36.0M | $62.2M | ||
| Q3 25 | $66.4M | $17.1M | ||
| Q2 25 | $51.2M | $562.0K | ||
| Q1 25 | $12.3M | $81.6M | ||
| Q4 24 | $35.2M | $52.5M | ||
| Q3 24 | $46.3M | $-37.2M | ||
| Q2 24 | $65.0M | $-29.0M | ||
| Q1 24 | $12.7M | $-52.1M |
自由现金流JJSFOSIS
| Q4 25 | $17.0M | $55.5M | ||
| Q3 25 | $44.8M | $10.1M | ||
| Q2 25 | $28.5M | $-5.6M | ||
| Q1 25 | $-7.2M | $77.1M | ||
| Q4 24 | $16.1M | $47.1M | ||
| Q3 24 | $29.1M | $-44.9M | ||
| Q2 24 | $45.3M | $-37.5M | ||
| Q1 24 | $-4.0M | $-57.0M |
自由现金流率JJSFOSIS
| Q4 25 | 4.9% | 12.0% | ||
| Q3 25 | 10.9% | 2.6% | ||
| Q2 25 | 6.3% | -1.1% | ||
| Q1 25 | -2.0% | 17.4% | ||
| Q4 24 | 4.4% | 11.2% | ||
| Q3 24 | 6.8% | -13.0% | ||
| Q2 24 | 10.3% | -7.8% | ||
| Q1 24 | -1.1% | -14.1% |
资本支出强度JJSFOSIS
| Q4 25 | 5.5% | 1.4% | ||
| Q3 25 | 5.3% | 1.8% | ||
| Q2 25 | 5.0% | 1.2% | ||
| Q1 25 | 5.5% | 1.0% | ||
| Q4 24 | 5.3% | 1.3% | ||
| Q3 24 | 4.0% | 2.2% | ||
| Q2 24 | 4.5% | 1.8% | ||
| Q1 24 | 4.6% | 1.2% |
现金转化率JJSFOSIS
| Q4 25 | 40.73× | 1.61× | ||
| Q3 25 | 5.84× | 0.83× | ||
| Q2 25 | 1.16× | 0.01× | ||
| Q1 25 | 2.55× | 1.98× | ||
| Q4 24 | 6.84× | 1.39× | ||
| Q3 24 | 1.56× | -2.07× | ||
| Q2 24 | 1.79× | -0.65× | ||
| Q1 24 | 0.96× | -1.53× |
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% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
