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J&J SNACK FOODS CORP（JJSF）与Palomar Holdings, Inc.（PLMR）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Palomar Holdings, Inc.的1.4倍（$343.8M vs $253.4M），Palomar Holdings, Inc.同比增速更快（62.7% vs -5.2%），Palomar Holdings, Inc.自由现金流更多（$409.0M vs $17.0M），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% 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。
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
JJSF vs PLMR — 直观对比
营收规模更大
JJSF
是对方的1.4倍
$253.4M
营收增速更快
PLMR
高出67.9%
-5.2%
自由现金流更多
PLMR
多$392.0M
$17.0M
两年增速更快
PLMR
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $253.4M |
| 净利润 | $883.0K | — |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 28.7% |
| 净利率 | 0.3% | — |
| 营收同比 | -5.2% | 62.7% |
| 净利润同比 | -82.8% | — |
| 每股收益（稀释后） | $0.05 | $2.05 |
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JJSFPLMR
| Q4 25 | $343.8M | $253.4M | ||
| Q3 25 | $410.2M | $244.7M | ||
| Q2 25 | $454.3M | $203.3M | ||
| Q1 25 | $356.1M | $174.6M | ||
| Q4 24 | $362.6M | $155.8M | ||
| Q3 24 | $426.8M | $148.5M | ||
| Q2 24 | $440.0M | $131.1M | ||
| Q1 24 | $359.7M | $118.5M |
净利润JJSFPLMR
| Q4 25 | $883.0K | — | ||
| Q3 25 | $11.4M | $51.5M | ||
| Q2 25 | $44.2M | $46.5M | ||
| Q1 25 | $4.8M | $42.9M | ||
| Q4 24 | $5.1M | — | ||
| Q3 24 | $29.6M | $30.5M | ||
| Q2 24 | $36.3M | $25.7M | ||
| Q1 24 | $13.3M | $26.4M |
毛利率JJSFPLMR
| 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JJSFPLMR
| Q4 25 | 0.2% | 28.7% | ||
| Q3 25 | 2.8% | 27.4% | ||
| Q2 25 | 13.3% | 29.5% | ||
| Q1 25 | 1.7% | 30.8% | ||
| Q4 24 | 1.7% | 28.9% | ||
| Q3 24 | 9.3% | 25.9% | ||
| Q2 24 | 11.4% | 25.5% | ||
| Q1 24 | 5.0% | 29.0% |
净利率JJSFPLMR
| Q4 25 | 0.3% | — | ||
| Q3 25 | 2.8% | 21.0% | ||
| Q2 25 | 9.7% | 22.9% | ||
| Q1 25 | 1.4% | 24.6% | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 6.9% | 20.5% | ||
| Q2 24 | 8.3% | 19.6% | ||
| Q1 24 | 3.7% | 22.3% |
每股收益（稀释后）JJSFPLMR
| Q4 25 | $0.05 | $2.05 | ||
| Q3 25 | $0.59 | $1.87 | ||
| Q2 25 | $2.26 | $1.68 | ||
| Q1 25 | $0.25 | $1.57 | ||
| Q4 24 | $0.26 | $1.29 | ||
| Q3 24 | $1.52 | $1.15 | ||
| Q2 24 | $1.87 | $1.00 | ||
| Q1 24 | $0.69 | $1.04 |
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 | $106.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $942.7M |
| 总资产 | $1.3B | $3.1B |
| 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JJSFPLMR
| Q4 25 | $66.8M | $106.9M | ||
| Q3 25 | $105.9M | $111.7M | ||
| Q2 25 | $77.4M | $81.3M | ||
| Q1 25 | $48.5M | $119.3M | ||
| Q4 24 | $73.6M | $80.4M | ||
| Q3 24 | $73.4M | $86.5M | ||
| Q2 24 | $64.0M | $47.8M | ||
| Q1 24 | $43.6M | $61.4M |
股东权益JJSFPLMR
| Q4 25 | $912.9M | $942.7M | ||
| Q3 25 | $966.7M | $878.1M | ||
| Q2 25 | $969.9M | $847.2M | ||
| Q1 25 | $935.0M | $790.4M | ||
| Q4 24 | $946.8M | $729.0M | ||
| Q3 24 | $957.0M | $703.3M | ||
| Q2 24 | $937.9M | $532.6M | ||
| Q1 24 | $915.7M | $501.7M |
总资产JJSFPLMR
| Q4 25 | $1.3B | $3.1B | ||
| Q3 25 | $1.4B | $2.9B | ||
| Q2 25 | $1.4B | $2.8B | ||
| Q1 25 | $1.4B | $2.4B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.4B | $2.3B | ||
| Q2 24 | $1.4B | $2.0B | ||
| Q1 24 | $1.3B | $1.9B |
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 | $409.1M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $409.0M |
| 自由现金流率自由现金流/营收 | 4.9% | 161.4% |
| 资本支出强度资本支出/营收 | 5.5% | 0.1% |
| 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 | $700.6M |
8季度趋势，按日历期对齐
经营现金流JJSFPLMR
| Q4 25 | $36.0M | $409.1M | ||
| Q3 25 | $66.4M | $83.6M | ||
| Q2 25 | $51.2M | $120.9M | ||
| Q1 25 | $12.3M | $87.2M | ||
| Q4 24 | $35.2M | $261.2M | ||
| Q3 24 | $46.3M | $100.3M | ||
| Q2 24 | $65.0M | $55.1M | ||
| Q1 24 | $12.7M | $33.1M |
自由现金流JJSFPLMR
| Q4 25 | $17.0M | $409.0M | ||
| Q3 25 | $44.8M | $83.6M | ||
| Q2 25 | $28.5M | $120.8M | ||
| Q1 25 | $-7.2M | $87.1M | ||
| Q4 24 | $16.1M | $260.9M | ||
| Q3 24 | $29.1M | $100.1M | ||
| Q2 24 | $45.3M | — | ||
| Q1 24 | $-4.0M | — |
自由现金流率JJSFPLMR
| Q4 25 | 4.9% | 161.4% | ||
| Q3 25 | 10.9% | 34.2% | ||
| Q2 25 | 6.3% | 59.4% | ||
| Q1 25 | -2.0% | 49.9% | ||
| Q4 24 | 4.4% | 167.5% | ||
| Q3 24 | 6.8% | 67.4% | ||
| Q2 24 | 10.3% | — | ||
| Q1 24 | -1.1% | — |
资本支出强度JJSFPLMR
| Q4 25 | 5.5% | 0.1% | ||
| Q3 25 | 5.3% | 0.0% | ||
| Q2 25 | 5.0% | 0.0% | ||
| Q1 25 | 5.5% | 0.0% | ||
| Q4 24 | 5.3% | 0.2% | ||
| Q3 24 | 4.0% | 0.1% | ||
| Q2 24 | 4.5% | 0.0% | ||
| Q1 24 | 4.6% | 0.0% |
现金转化率JJSFPLMR
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 1.63× | ||
| Q2 25 | 1.16× | 2.60× | ||
| Q1 25 | 2.55× | 2.03× | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | 3.29× | ||
| Q2 24 | 1.79× | 2.14× | ||
| Q1 24 | 0.96× | 1.26× |
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% |
PLMR
暂无分部数据
