vs
J&J SNACK FOODS CORP（JJSF）与OUTFRONT Media Inc.（OUT）财务数据对比。点击上方公司名可切换其他公司
OUTFRONT Media Inc.的季度营收约是J&J SNACK FOODS CORP的1.5倍（$513.3M vs $343.8M），OUTFRONT Media Inc.净利率更高（18.9% vs 0.3%，领先18.6%），OUTFRONT Media Inc.同比增速更快（4.1% vs -5.2%），OUTFRONT Media Inc.自由现金流更多（$93.3M vs $17.0M），过去两年OUTFRONT Media Inc.的营收复合增速更高（12.1% 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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
JJSF vs OUT — 直观对比
营收规模更大
OUT
是对方的1.5倍
$343.8M
营收增速更快
OUT
高出9.3%
-5.2%
净利率更高
OUT
高出18.6%
0.3%
自由现金流更多
OUT
多$76.3M
$17.0M
两年增速更快
OUT
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $513.3M |
| 净利润 | $883.0K | $96.8M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 26.0% |
| 净利率 | 0.3% | 18.9% |
| 营收同比 | -5.2% | 4.1% |
| 净利润同比 | -82.8% | 30.8% |
| 每股收益（稀释后） | $0.05 | $0.57 |
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JJSFOUT
| Q4 25 | $343.8M | $513.3M | ||
| Q3 25 | $410.2M | $467.5M | ||
| Q2 25 | $454.3M | $460.2M | ||
| Q1 25 | $356.1M | $390.7M | ||
| Q4 24 | $362.6M | $493.2M | ||
| Q3 24 | $426.8M | $451.9M | ||
| Q2 24 | $440.0M | $477.3M | ||
| Q1 24 | $359.7M | $408.5M |
净利润JJSFOUT
| Q4 25 | $883.0K | $96.8M | ||
| Q3 25 | $11.4M | $51.3M | ||
| Q2 25 | $44.2M | $19.5M | ||
| Q1 25 | $4.8M | $-20.6M | ||
| Q4 24 | $5.1M | $74.0M | ||
| Q3 24 | $29.6M | $34.6M | ||
| Q2 24 | $36.3M | $176.8M | ||
| Q1 24 | $13.3M | $-27.2M |
毛利率JJSFOUT
| 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JJSFOUT
| Q4 25 | 0.2% | 26.0% | ||
| Q3 25 | 2.8% | 19.2% | ||
| Q2 25 | 13.3% | 12.2% | ||
| Q1 25 | 1.7% | 3.6% | ||
| Q4 24 | 1.7% | 22.5% | ||
| Q3 24 | 9.3% | 15.8% | ||
| Q2 24 | 11.4% | 48.0% | ||
| Q1 24 | 5.0% | 3.4% |
净利率JJSFOUT
| Q4 25 | 0.3% | 18.9% | ||
| Q3 25 | 2.8% | 11.0% | ||
| Q2 25 | 9.7% | 4.2% | ||
| Q1 25 | 1.4% | -5.3% | ||
| Q4 24 | 1.4% | 15.0% | ||
| Q3 24 | 6.9% | 7.7% | ||
| Q2 24 | 8.3% | 37.0% | ||
| Q1 24 | 3.7% | -6.7% |
每股收益（稀释后）JJSFOUT
| Q4 25 | $0.05 | $0.57 | ||
| Q3 25 | $0.59 | $0.29 | ||
| Q2 25 | $2.26 | $0.10 | ||
| Q1 25 | $0.25 | $-0.14 | ||
| Q4 24 | $0.26 | $0.49 | ||
| Q3 24 | $1.52 | $0.19 | ||
| Q2 24 | $1.87 | $1.01 | ||
| Q1 24 | $0.69 | $-0.18 |
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 | $99.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $710.4M |
| 总资产 | $1.3B | $5.3B |
| 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JJSFOUT
| Q4 25 | $66.8M | $99.9M | ||
| Q3 25 | $105.9M | $63.0M | ||
| Q2 25 | $77.4M | $28.5M | ||
| Q1 25 | $48.5M | $30.5M | ||
| Q4 24 | $73.6M | $46.9M | ||
| Q3 24 | $73.4M | $28.0M | ||
| Q2 24 | $64.0M | $49.6M | ||
| Q1 24 | $43.6M | $42.4M |
股东权益JJSFOUT
| Q4 25 | $912.9M | $710.4M | ||
| Q3 25 | $966.7M | $542.6M | ||
| Q2 25 | $969.9M | $539.1M | ||
| Q1 25 | $935.0M | $566.9M | ||
| Q4 24 | $946.8M | $649.0M | ||
| Q3 24 | $957.0M | $618.2M | ||
| Q2 24 | $937.9M | $664.9M | ||
| Q1 24 | $915.7M | $524.2M |
总资产JJSFOUT
| Q4 25 | $1.3B | $5.3B | ||
| Q3 25 | $1.4B | $5.2B | ||
| Q2 25 | $1.4B | $5.1B | ||
| Q1 25 | $1.4B | $5.1B | ||
| Q4 24 | $1.3B | $5.2B | ||
| Q3 24 | $1.4B | $5.2B | ||
| Q2 24 | $1.4B | $5.3B | ||
| Q1 24 | $1.3B | $5.5B |
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 | $118.1M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $93.3M |
| 自由现金流率自由现金流/营收 | 4.9% | 18.2% |
| 资本支出强度资本支出/营收 | 5.5% | 4.8% |
| 现金转化率经营现金流/净利润 | 40.73× | 1.22× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $218.8M |
8季度趋势，按日历期对齐
经营现金流JJSFOUT
| Q4 25 | $36.0M | $118.1M | ||
| Q3 25 | $66.4M | $88.8M | ||
| Q2 25 | $51.2M | $67.1M | ||
| Q1 25 | $12.3M | $33.6M | ||
| Q4 24 | $35.2M | $124.5M | ||
| Q3 24 | $46.3M | $73.1M | ||
| Q2 24 | $65.0M | $71.0M | ||
| Q1 24 | $12.7M | $30.6M |
自由现金流JJSFOUT
| Q4 25 | $17.0M | $93.3M | ||
| Q3 25 | $44.8M | $67.7M | ||
| Q2 25 | $28.5M | $41.4M | ||
| Q1 25 | $-7.2M | $16.4M | ||
| Q4 24 | $16.1M | $106.3M | ||
| Q3 24 | $29.1M | $55.5M | ||
| Q2 24 | $45.3M | $47.1M | ||
| Q1 24 | $-4.0M | $12.2M |
自由现金流率JJSFOUT
| Q4 25 | 4.9% | 18.2% | ||
| Q3 25 | 10.9% | 14.5% | ||
| Q2 25 | 6.3% | 9.0% | ||
| Q1 25 | -2.0% | 4.2% | ||
| Q4 24 | 4.4% | 21.6% | ||
| Q3 24 | 6.8% | 12.3% | ||
| Q2 24 | 10.3% | 9.9% | ||
| Q1 24 | -1.1% | 3.0% |
资本支出强度JJSFOUT
| Q4 25 | 5.5% | 4.8% | ||
| Q3 25 | 5.3% | 4.5% | ||
| Q2 25 | 5.0% | 5.6% | ||
| Q1 25 | 5.5% | 4.4% | ||
| Q4 24 | 5.3% | 3.7% | ||
| Q3 24 | 4.0% | 3.9% | ||
| Q2 24 | 4.5% | 5.0% | ||
| Q1 24 | 4.6% | 4.5% |
现金转化率JJSFOUT
| Q4 25 | 40.73× | 1.22× | ||
| Q3 25 | 5.84× | 1.73× | ||
| Q2 25 | 1.16× | 3.44× | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | 1.68× | ||
| Q3 24 | 1.56× | 2.11× | ||
| Q2 24 | 1.79× | 0.40× | ||
| 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% |
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
