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J&J SNACK FOODS CORP（JJSF）与OXFORD INDUSTRIES INC（OXM）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OXFORD INDUSTRIES INC的1.1倍（$343.8M vs $307.3M），J&J SNACK FOODS CORP净利率更高（0.3% vs -20.7%，领先21.0%），OXFORD INDUSTRIES INC同比增速更快（-0.2% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-47.9M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -3.0%）
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。
牛津工业公司是美国一家上市服装企业，主打高端服装及服饰产品，旗下拥有多个知名品牌，包括汤米·巴哈马、莉莉·普利策、强尼·瓦斯和萨瑟恩泰德等。
JJSF vs OXM — 直观对比
营收规模更大
JJSF
是对方的1.1倍
$307.3M
营收增速更快
OXM
高出5.0%
-5.2%
净利率更高
JJSF
高出21.0%
-20.7%
自由现金流更多
JJSF
多$64.9M
$-47.9M
两年增速更快
JJSF
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $307.3M |
| 净利润 | $883.0K | $-63.7M |
| 毛利率 | 27.9% | 60.3% |
| 营业利润率 | 0.2% | -27.7% |
| 净利率 | 0.3% | -20.7% |
| 营收同比 | -5.2% | -0.2% |
| 净利润同比 | -82.8% | -1517.6% |
| 每股收益（稀释后） | $0.05 | $-4.28 |
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JJSFOXM
| Q4 25 | $343.8M | $307.3M | ||
| Q3 25 | $410.2M | $403.1M | ||
| Q2 25 | $454.3M | $392.9M | ||
| Q1 25 | $356.1M | — | ||
| Q4 24 | $362.6M | $308.0M | ||
| Q3 24 | $426.8M | $419.9M | ||
| Q2 24 | $440.0M | $398.2M | ||
| Q1 24 | $359.7M | $404.4M |
净利润JJSFOXM
| Q4 25 | $883.0K | $-63.7M | ||
| Q3 25 | $11.4M | $16.7M | ||
| Q2 25 | $44.2M | $26.2M | ||
| Q1 25 | $4.8M | — | ||
| Q4 24 | $5.1M | $-3.9M | ||
| Q3 24 | $29.6M | $40.6M | ||
| Q2 24 | $36.3M | $38.4M | ||
| Q1 24 | $13.3M | $-60.1M |
毛利率JJSFOXM
| Q4 25 | 27.9% | 60.3% | ||
| Q3 25 | 31.7% | 61.4% | ||
| Q2 25 | 33.0% | 64.2% | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 25.9% | 63.1% | ||
| Q3 24 | 31.8% | 63.1% | ||
| Q2 24 | 33.6% | 64.9% | ||
| Q1 24 | 30.1% | 60.9% |
营业利润率JJSFOXM
| Q4 25 | 0.2% | -27.7% | ||
| Q3 25 | 2.8% | 6.3% | ||
| Q2 25 | 13.3% | 9.2% | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 1.7% | -2.0% | ||
| Q3 24 | 9.3% | 12.5% | ||
| Q2 24 | 11.4% | 13.2% | ||
| Q1 24 | 5.0% | -20.1% |
净利率JJSFOXM
| Q4 25 | 0.3% | -20.7% | ||
| Q3 25 | 2.8% | 4.1% | ||
| Q2 25 | 9.7% | 6.7% | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 1.4% | -1.3% | ||
| Q3 24 | 6.9% | 9.7% | ||
| Q2 24 | 8.3% | 9.6% | ||
| Q1 24 | 3.7% | -14.9% |
每股收益（稀释后）JJSFOXM
| Q4 25 | $0.05 | $-4.28 | ||
| Q3 25 | $0.59 | $1.12 | ||
| Q2 25 | $2.26 | $1.70 | ||
| Q1 25 | $0.25 | — | ||
| Q4 24 | $0.26 | $-0.25 | ||
| Q3 24 | $1.52 | $2.57 | ||
| Q2 24 | $1.87 | $2.42 | ||
| Q1 24 | $0.69 | $-3.72 |
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 | $8.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $528.0M |
| 总资产 | $1.3B | $1.3B |
| 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JJSFOXM
| Q4 25 | $66.8M | $8.0M | ||
| Q3 25 | $105.9M | $6.9M | ||
| Q2 25 | $77.4M | $8.2M | ||
| Q1 25 | $48.5M | — | ||
| Q4 24 | $73.6M | $7.0M | ||
| Q3 24 | $73.4M | $18.4M | ||
| Q2 24 | $64.0M | $7.7M | ||
| Q1 24 | $43.6M | $7.6M |
总债务JJSFOXM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $29.0M |
股东权益JJSFOXM
| Q4 25 | $912.9M | $528.0M | ||
| Q3 25 | $966.7M | $597.1M | ||
| Q2 25 | $969.9M | $592.4M | ||
| Q1 25 | $935.0M | — | ||
| Q4 24 | $946.8M | $612.2M | ||
| Q3 24 | $957.0M | $621.6M | ||
| Q2 24 | $937.9M | $592.9M | ||
| Q1 24 | $915.7M | $560.9M |
总资产JJSFOXM
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.3B | $1.1B |
负债/权益比JJSFOXM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.05× |
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 | $-9.1M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $-47.9M |
| 自由现金流率自由现金流/营收 | 4.9% | -15.6% |
| 资本支出强度资本支出/营收 | 5.5% | 12.6% |
| 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 | $-79.9M |
8季度趋势，按日历期对齐
经营现金流JJSFOXM
| Q4 25 | $36.0M | $-9.1M | ||
| Q3 25 | $66.4M | $83.5M | ||
| Q2 25 | $51.2M | $-3.9M | ||
| Q1 25 | $12.3M | — | ||
| Q4 24 | $35.2M | $-18.2M | ||
| Q3 24 | $46.3M | $88.8M | ||
| Q2 24 | $65.0M | $32.9M | ||
| Q1 24 | $12.7M | $74.9M |
自由现金流JJSFOXM
| Q4 25 | $17.0M | $-47.9M | ||
| Q3 25 | $44.8M | $52.3M | ||
| Q2 25 | $28.5M | $-27.4M | ||
| Q1 25 | $-7.2M | — | ||
| Q4 24 | $16.1M | $-56.9M | ||
| Q3 24 | $29.1M | $47.2M | ||
| Q2 24 | $45.3M | $21.0M | ||
| Q1 24 | $-4.0M | $55.3M |
自由现金流率JJSFOXM
| Q4 25 | 4.9% | -15.6% | ||
| Q3 25 | 10.9% | 13.0% | ||
| Q2 25 | 6.3% | -7.0% | ||
| Q1 25 | -2.0% | — | ||
| Q4 24 | 4.4% | -18.5% | ||
| Q3 24 | 6.8% | 11.2% | ||
| Q2 24 | 10.3% | 5.3% | ||
| Q1 24 | -1.1% | 13.7% |
资本支出强度JJSFOXM
| Q4 25 | 5.5% | 12.6% | ||
| Q3 25 | 5.3% | 7.7% | ||
| Q2 25 | 5.0% | 6.0% | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 5.3% | 12.6% | ||
| Q3 24 | 4.0% | 9.9% | ||
| Q2 24 | 4.5% | 3.0% | ||
| Q1 24 | 4.6% | 4.8% |
现金转化率JJSFOXM
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 5.00× | ||
| Q2 25 | 1.16× | -0.15× | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | 2.19× | ||
| Q2 24 | 1.79× | 0.86× | ||
| 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% |
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
