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J&J SNACK FOODS CORP（JJSF）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是J&J SNACK FOODS CORP的1.2倍（$411.1M vs $343.8M），UiPath, Inc.净利率更高（48.4% vs 0.3%，领先48.1%），UiPath, Inc.同比增速更快（15.9% vs -5.2%），UiPath, Inc.自由现金流更多（$25.1M vs $17.0M），过去两年UiPath, Inc.的营收复合增速更高（0.7% 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。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
JJSF vs PATH — 直观对比
营收规模更大
PATH
是对方的1.2倍
$343.8M
营收增速更快
PATH
高出21.1%
-5.2%
净利率更高
PATH
高出48.1%
0.3%
自由现金流更多
PATH
多$8.1M
$17.0M
两年增速更快
PATH
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $411.1M |
| 净利润 | $883.0K | $198.8M |
| 毛利率 | 27.9% | 83.3% |
| 营业利润率 | 0.2% | 3.2% |
| 净利率 | 0.3% | 48.4% |
| 营收同比 | -5.2% | 15.9% |
| 净利润同比 | -82.8% | 1966.2% |
| 每股收益（稀释后） | $0.05 | $0.37 |
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JJSFPATH
| Q4 25 | $343.8M | $411.1M | ||
| Q3 25 | $410.2M | $361.7M | ||
| Q2 25 | $454.3M | $356.6M | ||
| Q1 25 | $356.1M | $423.6M | ||
| Q4 24 | $362.6M | $354.7M | ||
| Q3 24 | $426.8M | $316.3M | ||
| Q2 24 | $440.0M | $335.1M | ||
| Q1 24 | $359.7M | $405.3M |
净利润JJSFPATH
| Q4 25 | $883.0K | $198.8M | ||
| Q3 25 | $11.4M | $1.6M | ||
| Q2 25 | $44.2M | $-22.6M | ||
| Q1 25 | $4.8M | $51.8M | ||
| Q4 24 | $5.1M | $-10.7M | ||
| Q3 24 | $29.6M | $-86.1M | ||
| Q2 24 | $36.3M | $-28.7M | ||
| Q1 24 | $13.3M | $33.9M |
毛利率JJSFPATH
| Q4 25 | 27.9% | 83.3% | ||
| Q3 25 | 31.7% | 82.2% | ||
| Q2 25 | 33.0% | 82.1% | ||
| Q1 25 | 26.9% | 84.8% | ||
| Q4 24 | 25.9% | 82.0% | ||
| Q3 24 | 31.8% | 80.0% | ||
| Q2 24 | 33.6% | 83.5% | ||
| Q1 24 | 30.1% | 86.8% |
营业利润率JJSFPATH
| Q4 25 | 0.2% | 3.2% | ||
| Q3 25 | 2.8% | -5.6% | ||
| Q2 25 | 13.3% | -4.6% | ||
| Q1 25 | 1.7% | 7.9% | ||
| Q4 24 | 1.7% | -12.2% | ||
| Q3 24 | 9.3% | -32.7% | ||
| Q2 24 | 11.4% | -14.8% | ||
| Q1 24 | 5.0% | 3.7% |
净利率JJSFPATH
| Q4 25 | 0.3% | 48.4% | ||
| Q3 25 | 2.8% | 0.4% | ||
| Q2 25 | 9.7% | -6.3% | ||
| Q1 25 | 1.4% | 12.2% | ||
| Q4 24 | 1.4% | -3.0% | ||
| Q3 24 | 6.9% | -27.2% | ||
| Q2 24 | 8.3% | -8.6% | ||
| Q1 24 | 3.7% | 8.4% |
每股收益（稀释后）JJSFPATH
| Q4 25 | $0.05 | $0.37 | ||
| Q3 25 | $0.59 | $0.00 | ||
| Q2 25 | $2.26 | $-0.04 | ||
| Q1 25 | $0.25 | $0.09 | ||
| Q4 24 | $0.26 | $-0.02 | ||
| Q3 24 | $1.52 | $-0.15 | ||
| Q2 24 | $1.87 | $-0.05 | ||
| Q1 24 | $0.69 | $0.07 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $1.9B |
| 总资产 | $1.3B | $2.9B |
| 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JJSFPATH
| Q4 25 | $66.8M | $1.4B | ||
| Q3 25 | $105.9M | $1.4B | ||
| Q2 25 | $77.4M | $1.6B | ||
| Q1 25 | $48.5M | $1.6B | ||
| Q4 24 | $73.6M | $1.6B | ||
| Q3 24 | $73.4M | $1.7B | ||
| Q2 24 | $64.0M | $1.9B | ||
| Q1 24 | $43.6M | $1.9B |
股东权益JJSFPATH
| Q4 25 | $912.9M | $1.9B | ||
| Q3 25 | $966.7M | $1.7B | ||
| Q2 25 | $969.9M | $1.7B | ||
| Q1 25 | $935.0M | $1.8B | ||
| Q4 24 | $946.8M | $1.7B | ||
| Q3 24 | $957.0M | $1.8B | ||
| Q2 24 | $937.9M | $2.0B | ||
| Q1 24 | $915.7M | $2.0B |
总资产JJSFPATH
| Q4 25 | $1.3B | $2.9B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.4B | $2.6B | ||
| Q1 25 | $1.4B | $2.9B | ||
| Q4 24 | $1.3B | $2.7B | ||
| Q3 24 | $1.4B | $2.7B | ||
| Q2 24 | $1.4B | $2.8B | ||
| Q1 24 | $1.3B | $3.0B |
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 | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $25.1M |
| 自由现金流率自由现金流/营收 | 4.9% | 6.1% |
| 资本支出强度资本支出/营收 | 5.5% | 0.8% |
| 现金转化率经营现金流/净利润 | 40.73× | 0.14× |
| 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JJSFPATH
| Q4 25 | $36.0M | $28.3M | ||
| Q3 25 | $66.4M | $41.6M | ||
| Q2 25 | $51.2M | $119.0M | ||
| Q1 25 | $12.3M | $146.1M | ||
| Q4 24 | $35.2M | $28.1M | ||
| Q3 24 | $46.3M | $46.4M | ||
| Q2 24 | $65.0M | $100.0M | ||
| Q1 24 | $12.7M | $145.6M |
自由现金流JJSFPATH
| Q4 25 | $17.0M | $25.1M | ||
| Q3 25 | $44.8M | — | ||
| Q2 25 | $28.5M | $106.2M | ||
| Q1 25 | $-7.2M | $138.7M | ||
| Q4 24 | $16.1M | $23.2M | ||
| Q3 24 | $29.1M | $45.0M | ||
| Q2 24 | $45.3M | $98.8M | ||
| Q1 24 | $-4.0M | $141.8M |
自由现金流率JJSFPATH
| Q4 25 | 4.9% | 6.1% | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 6.3% | 29.8% | ||
| Q1 25 | -2.0% | 32.7% | ||
| Q4 24 | 4.4% | 6.5% | ||
| Q3 24 | 6.8% | 14.2% | ||
| Q2 24 | 10.3% | 29.5% | ||
| Q1 24 | -1.1% | 35.0% |
资本支出强度JJSFPATH
| Q4 25 | 5.5% | 0.8% | ||
| Q3 25 | 5.3% | 0.0% | ||
| Q2 25 | 5.0% | 3.6% | ||
| Q1 25 | 5.5% | 1.7% | ||
| Q4 24 | 5.3% | 1.4% | ||
| Q3 24 | 4.0% | 0.4% | ||
| Q2 24 | 4.5% | 0.4% | ||
| Q1 24 | 4.6% | 0.9% |
现金转化率JJSFPATH
| Q4 25 | 40.73× | 0.14× | ||
| Q3 25 | 5.84× | 26.25× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | 2.82× | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 1.79× | — | ||
| Q1 24 | 0.96× | 4.29× |
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% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
