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J&J SNACK FOODS CORP（JJSF）与Pebblebrook Hotel Trust（PEB）财务数据对比。点击上方公司名可切换其他公司
Pebblebrook Hotel Trust的季度营收约是J&J SNACK FOODS CORP的1.0倍（$345.7M vs $343.8M），J&J SNACK FOODS CORP净利率更高（0.3% vs -5.3%，领先5.6%），Pebblebrook Hotel Trust同比增速更快（7.9% vs -5.2%），Pebblebrook Hotel Trust自由现金流更多（$114.5M vs $17.0M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -6.7%）
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。
Pebblebrook Hotel Trust是一家公开上市的房地产投资信托，主要在美国核心城市及休闲目的地持有、运营并投资高端、奢华及精品酒店物业，服务商务与休闲旅客，聚焦高需求市场以推动长期价值增长。
JJSF vs PEB — 直观对比
营收规模更大
PEB
是对方的1.0倍
$343.8M
营收增速更快
PEB
高出13.1%
-5.2%
净利率更高
JJSF
高出5.6%
-5.3%
自由现金流更多
PEB
多$97.5M
$17.0M
两年增速更快
JJSF
近两年复合增速
-6.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $345.7M |
| 净利润 | $883.0K | $-18.4M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | — |
| 净利率 | 0.3% | -5.3% |
| 营收同比 | -5.2% | 7.9% |
| 净利润同比 | -82.8% | 42.9% |
| 每股收益（稀释后） | $0.05 | $-0.26 |
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JJSFPEB
| Q1 26 | — | $345.7M | ||
| Q4 25 | $343.8M | $349.0M | ||
| Q3 25 | $410.2M | $398.7M | ||
| Q2 25 | $454.3M | $407.5M | ||
| Q1 25 | $356.1M | $320.3M | ||
| Q4 24 | $362.6M | $337.6M | ||
| Q3 24 | $426.8M | $404.5M | ||
| Q2 24 | $440.0M | $397.1M |
净利润JJSFPEB
| Q1 26 | — | $-18.4M | ||
| Q4 25 | $883.0K | $-17.9M | ||
| Q3 25 | $11.4M | $-33.1M | ||
| Q2 25 | $44.2M | $18.1M | ||
| Q1 25 | $4.8M | $-32.9M | ||
| Q4 24 | $5.1M | $-50.5M | ||
| Q3 24 | $29.6M | $43.7M | ||
| Q2 24 | $36.3M | $30.9M |
毛利率JJSFPEB
| Q1 26 | — | — | ||
| 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% | — |
营业利润率JJSFPEB
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.5% | ||
| Q3 25 | 2.8% | -2.6% | ||
| Q2 25 | 13.3% | 12.9% | ||
| Q1 25 | 1.7% | -2.3% | ||
| Q4 24 | 1.7% | -6.7% | ||
| Q3 24 | 9.3% | 11.6% | ||
| Q2 24 | 11.4% | 15.4% |
净利率JJSFPEB
| Q1 26 | — | -5.3% | ||
| Q4 25 | 0.3% | -5.1% | ||
| Q3 25 | 2.8% | -8.3% | ||
| Q2 25 | 9.7% | 4.4% | ||
| Q1 25 | 1.4% | -10.3% | ||
| Q4 24 | 1.4% | -15.0% | ||
| Q3 24 | 6.9% | 10.8% | ||
| Q2 24 | 8.3% | 7.8% |
每股收益（稀释后）JJSFPEB
| Q1 26 | — | $-0.26 | ||
| Q4 25 | $0.05 | $-0.22 | ||
| Q3 25 | $0.59 | $-0.37 | ||
| Q2 25 | $2.26 | $0.06 | ||
| Q1 25 | $0.25 | $-0.37 | ||
| Q4 24 | $0.26 | $-0.47 | ||
| Q3 24 | $1.52 | $0.24 | ||
| Q2 24 | $1.87 | $0.16 |
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 | $196.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $2.4B |
| 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JJSFPEB
| Q1 26 | — | $196.2M | ||
| Q4 25 | $66.8M | $184.2M | ||
| Q3 25 | $105.9M | $223.2M | ||
| Q2 25 | $77.4M | $256.1M | ||
| Q1 25 | $48.5M | $208.1M | ||
| Q4 24 | $73.6M | $206.7M | ||
| Q3 24 | $73.4M | $134.0M | ||
| Q2 24 | $64.0M | $101.7M |
总债务JJSFPEB
| Q1 26 | — | — | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.2B |
股东权益JJSFPEB
| Q1 26 | — | $2.4B | ||
| Q4 25 | $912.9M | $2.5B | ||
| Q3 25 | $966.7M | $2.5B | ||
| Q2 25 | $969.9M | $2.6B | ||
| Q1 25 | $935.0M | $2.6B | ||
| Q4 24 | $946.8M | $2.7B | ||
| Q3 24 | $957.0M | $2.8B | ||
| Q2 24 | $937.9M | $2.7B |
总资产JJSFPEB
| Q1 26 | — | $5.3B | ||
| Q4 25 | $1.3B | $5.3B | ||
| Q3 25 | $1.4B | $5.6B | ||
| Q2 25 | $1.4B | $5.7B | ||
| Q1 25 | $1.4B | $5.7B | ||
| Q4 24 | $1.3B | $5.7B | ||
| Q3 24 | $1.4B | $5.7B | ||
| Q2 24 | $1.4B | $5.7B |
负债/权益比JJSFPEB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.86× | ||
| Q3 25 | — | 0.89× | ||
| Q2 25 | — | 0.85× | ||
| Q1 25 | — | 0.85× | ||
| Q4 24 | — | 0.83× | ||
| Q3 24 | — | 0.80× | ||
| Q2 24 | — | 0.80× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $114.5M |
| 自由现金流率自由现金流/营收 | 4.9% | 33.1% |
| 资本支出强度资本支出/营收 | 5.5% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流JJSFPEB
| Q1 26 | — | — | ||
| Q4 25 | $36.0M | $249.7M | ||
| Q3 25 | $66.4M | $77.6M | ||
| Q2 25 | $51.2M | $90.5M | ||
| Q1 25 | $12.3M | $50.3M | ||
| Q4 24 | $35.2M | $275.0M | ||
| Q3 24 | $46.3M | $76.1M | ||
| Q2 24 | $65.0M | $83.7M |
自由现金流JJSFPEB
| Q1 26 | — | $114.5M | ||
| Q4 25 | $17.0M | $152.3M | ||
| Q3 25 | $44.8M | $6.8M | ||
| Q2 25 | $28.5M | — | ||
| Q1 25 | $-7.2M | — | ||
| Q4 24 | $16.1M | $146.3M | ||
| Q3 24 | $29.1M | $-24.8M | ||
| Q2 24 | $45.3M | — |
自由现金流率JJSFPEB
| Q1 26 | — | 33.1% | ||
| Q4 25 | 4.9% | 43.6% | ||
| Q3 25 | 10.9% | 1.7% | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | -2.0% | — | ||
| Q4 24 | 4.4% | 43.3% | ||
| Q3 24 | 6.8% | -6.1% | ||
| Q2 24 | 10.3% | — |
资本支出强度JJSFPEB
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 27.9% | ||
| Q3 25 | 5.3% | 17.7% | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 5.3% | 38.1% | ||
| Q3 24 | 4.0% | 24.9% | ||
| Q2 24 | 4.5% | — |
现金转化率JJSFPEB
| Q1 26 | — | — | ||
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | — | ||
| Q2 25 | 1.16× | 5.01× | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | 1.74× | ||
| Q2 24 | 1.79× | 2.70× |
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% |
PEB
| Room | $214.5M | 62% |
| Food and beverage | $91.1M | 26% |
| Other | $40.0M | 12% |
