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J&J SNACK FOODS CORP（JJSF）与福尼克斯（PLAB）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的季度营收约是福尼克斯的1.6倍（$343.8M vs $210.4M），福尼克斯净利率更高（10.9% vs 0.3%，领先10.6%），J&J SNACK FOODS CORP同比增速更快（-5.2% vs -5.5%），福尼克斯自由现金流更多（$25.2M vs $17.0M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
JJSF vs PLAB — 直观对比
营收规模更大
JJSF
是对方的1.6倍
$210.4M
营收增速更快
JJSF
高出0.3%
-5.5%
净利率更高
PLAB
高出10.6%
0.3%
自由现金流更多
PLAB
多$8.3M
$17.0M
两年增速更快
JJSF
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $210.4M |
| 净利润 | $883.0K | $22.9M |
| 毛利率 | 27.9% | 33.7% |
| 营业利润率 | 0.2% | 22.9% |
| 净利率 | 0.3% | 10.9% |
| 营收同比 | -5.2% | -5.5% |
| 净利润同比 | -82.8% | -32.4% |
| 每股收益（稀释后） | $0.05 | $0.39 |
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JJSFPLAB
| Q4 25 | $343.8M | — | ||
| Q3 25 | $410.2M | $210.4M | ||
| Q2 25 | $454.3M | $211.0M | ||
| Q1 25 | $356.1M | $212.1M | ||
| Q4 24 | $362.6M | $222.6M | ||
| Q3 24 | $426.8M | $211.0M | ||
| Q2 24 | $440.0M | $217.0M | ||
| Q1 24 | $359.7M | $216.3M |
净利润JJSFPLAB
| Q4 25 | $883.0K | — | ||
| Q3 25 | $11.4M | $22.9M | ||
| Q2 25 | $44.2M | $8.9M | ||
| Q1 25 | $4.8M | $42.9M | ||
| Q4 24 | $5.1M | $33.9M | ||
| Q3 24 | $29.6M | $34.4M | ||
| Q2 24 | $36.3M | $36.3M | ||
| Q1 24 | $13.3M | $26.2M |
毛利率JJSFPLAB
| Q4 25 | 27.9% | — | ||
| Q3 25 | 31.7% | 33.7% | ||
| Q2 25 | 33.0% | 36.9% | ||
| Q1 25 | 26.9% | 35.6% | ||
| Q4 24 | 25.9% | 37.0% | ||
| Q3 24 | 31.8% | 35.6% | ||
| Q2 24 | 33.6% | 36.5% | ||
| Q1 24 | 30.1% | 36.6% |
营业利润率JJSFPLAB
| Q4 25 | 0.2% | — | ||
| Q3 25 | 2.8% | 22.9% | ||
| Q2 25 | 13.3% | 26.4% | ||
| Q1 25 | 1.7% | 24.6% | ||
| Q4 24 | 1.7% | 25.1% | ||
| Q3 24 | 9.3% | 24.7% | ||
| Q2 24 | 11.4% | 25.8% | ||
| Q1 24 | 5.0% | 26.6% |
净利率JJSFPLAB
| Q4 25 | 0.3% | — | ||
| Q3 25 | 2.8% | 10.9% | ||
| Q2 25 | 9.7% | 4.2% | ||
| Q1 25 | 1.4% | 20.2% | ||
| Q4 24 | 1.4% | 15.2% | ||
| Q3 24 | 6.9% | 16.3% | ||
| Q2 24 | 8.3% | 16.7% | ||
| Q1 24 | 3.7% | 12.1% |
每股收益（稀释后）JJSFPLAB
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.59 | $0.39 | ||
| Q2 25 | $2.26 | $0.15 | ||
| Q1 25 | $0.25 | $0.68 | ||
| Q4 24 | $0.26 | $0.54 | ||
| Q3 24 | $1.52 | $0.55 | ||
| Q2 24 | $1.87 | $0.58 | ||
| Q1 24 | $0.69 | $0.42 |
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 | $575.8M |
| 总债务越低越好 | — | $16.0K |
| 股东权益账面价值 | $912.9M | $1.1B |
| 总资产 | $1.3B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资JJSFPLAB
| Q4 25 | $66.8M | — | ||
| Q3 25 | $105.9M | $575.8M | ||
| Q2 25 | $77.4M | $558.4M | ||
| Q1 25 | $48.5M | $642.2M | ||
| Q4 24 | $73.6M | $640.7M | ||
| Q3 24 | $73.4M | $606.4M | ||
| Q2 24 | $64.0M | $559.9M | ||
| Q1 24 | $43.6M | $521.5M |
总债务JJSFPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | $16.0K | ||
| Q2 25 | — | $19.0K | ||
| Q1 25 | — | $21.0K | ||
| Q4 24 | — | $25.0K | ||
| Q3 24 | — | $28.0K | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $2.7M |
股东权益JJSFPLAB
| Q4 25 | $912.9M | — | ||
| Q3 25 | $966.7M | $1.1B | ||
| Q2 25 | $969.9M | $1.1B | ||
| Q1 25 | $935.0M | $1.1B | ||
| Q4 24 | $946.8M | $1.1B | ||
| Q3 24 | $957.0M | $1.1B | ||
| Q2 24 | $937.9M | $1.0B | ||
| Q1 24 | $915.7M | $1.0B |
总资产JJSFPLAB
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.4B | $1.6B | ||
| Q1 24 | $1.3B | $1.6B |
负债/权益比JJSFPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $25.2M |
| 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% | 11.8% |
| 现金转化率经营现金流/净利润 | 40.73× | 2.19× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $64.5M |
8季度趋势，按日历期对齐
经营现金流JJSFPLAB
| Q4 25 | $36.0M | — | ||
| Q3 25 | $66.4M | $50.1M | ||
| Q2 25 | $51.2M | $31.5M | ||
| Q1 25 | $12.3M | $78.5M | ||
| Q4 24 | $35.2M | $68.4M | ||
| Q3 24 | $46.3M | $75.1M | ||
| Q2 24 | $65.0M | $76.5M | ||
| Q1 24 | $12.7M | $41.5M |
自由现金流JJSFPLAB
| Q4 25 | $17.0M | — | ||
| Q3 25 | $44.8M | $25.2M | ||
| Q2 25 | $28.5M | $-29.1M | ||
| Q1 25 | $-7.2M | $43.3M | ||
| Q4 24 | $16.1M | $25.2M | ||
| Q3 24 | $29.1M | $50.7M | ||
| Q2 24 | $45.3M | $56.5M | ||
| Q1 24 | $-4.0M | $-1.8M |
自由现金流率JJSFPLAB
| Q4 25 | 4.9% | — | ||
| Q3 25 | 10.9% | 12.0% | ||
| Q2 25 | 6.3% | -13.8% | ||
| Q1 25 | -2.0% | 20.4% | ||
| Q4 24 | 4.4% | 11.3% | ||
| Q3 24 | 6.8% | 24.0% | ||
| Q2 24 | 10.3% | 26.0% | ||
| Q1 24 | -1.1% | -0.8% |
资本支出强度JJSFPLAB
| Q4 25 | 5.5% | — | ||
| Q3 25 | 5.3% | 11.8% | ||
| Q2 25 | 5.0% | 28.7% | ||
| Q1 25 | 5.5% | 16.6% | ||
| Q4 24 | 5.3% | 19.4% | ||
| Q3 24 | 4.0% | 11.6% | ||
| Q2 24 | 4.5% | 9.2% | ||
| Q1 24 | 4.6% | 20.0% |
现金转化率JJSFPLAB
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 2.19× | ||
| Q2 25 | 1.16× | 3.55× | ||
| Q1 25 | 2.55× | 1.83× | ||
| Q4 24 | 6.84× | 2.02× | ||
| Q3 24 | 1.56× | 2.18× | ||
| Q2 24 | 1.79× | 2.11× | ||
| Q1 24 | 0.96× | 1.59× |
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% |
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
