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J&J SNACK FOODS CORP（JJSF）与通用动力（PLOW）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的季度营收约是通用动力的1.9倍（$343.8M vs $184.5M），通用动力净利率更高（7.0% vs 0.3%，领先6.7%），通用动力同比增速更快（28.6% vs -5.2%），通用动力自由现金流更多（$92.8M vs $17.0M），过去两年通用动力的营收复合增速更高（38.9% 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。
通用动力公司是总部位于美国弗吉尼亚州雷斯顿的工业与科技企业，核心业务是研发制造各类先进军用装备，产品包括核潜艇、主战坦克、装甲战车等，同时也生产民用湾流公务机，并提供信息技术服务，是美国联邦政府前五大国防承包商之一。
JJSF vs PLOW — 直观对比
营收规模更大
JJSF
是对方的1.9倍
$184.5M
营收增速更快
PLOW
高出33.7%
-5.2%
净利率更高
PLOW
高出6.7%
0.3%
自由现金流更多
PLOW
多$75.9M
$17.0M
两年增速更快
PLOW
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $184.5M |
| 净利润 | $883.0K | $12.8M |
| 毛利率 | 27.9% | 26.1% |
| 营业利润率 | 0.2% | 10.5% |
| 净利率 | 0.3% | 7.0% |
| 营收同比 | -5.2% | 28.6% |
| 净利润同比 | -82.8% | 62.3% |
| 每股收益（稀释后） | $0.05 | $0.54 |
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JJSFPLOW
| Q4 25 | $343.8M | $184.5M | ||
| Q3 25 | $410.2M | $162.1M | ||
| Q2 25 | $454.3M | $194.3M | ||
| Q1 25 | $356.1M | $115.1M | ||
| Q4 24 | $362.6M | $143.5M | ||
| Q3 24 | $426.8M | $129.4M | ||
| Q2 24 | $440.0M | $199.9M | ||
| Q1 24 | $359.7M | $95.7M |
净利润JJSFPLOW
| Q4 25 | $883.0K | $12.8M | ||
| Q3 25 | $11.4M | $8.0M | ||
| Q2 25 | $44.2M | $26.0M | ||
| Q1 25 | $4.8M | $148.0K | ||
| Q4 24 | $5.1M | $7.9M | ||
| Q3 24 | $29.6M | $32.3M | ||
| Q2 24 | $36.3M | $24.3M | ||
| Q1 24 | $13.3M | $-8.4M |
毛利率JJSFPLOW
| Q4 25 | 27.9% | 26.1% | ||
| Q3 25 | 31.7% | 23.5% | ||
| Q2 25 | 33.0% | 31.0% | ||
| Q1 25 | 26.9% | 24.5% | ||
| Q4 24 | 25.9% | 24.9% | ||
| Q3 24 | 31.8% | 23.9% | ||
| Q2 24 | 33.6% | 30.7% | ||
| Q1 24 | 30.1% | 19.8% |
营业利润率JJSFPLOW
| Q4 25 | 0.2% | 10.5% | ||
| Q3 25 | 2.8% | 8.7% | ||
| Q2 25 | 13.3% | 19.0% | ||
| Q1 25 | 1.7% | 2.8% | ||
| Q4 24 | 1.7% | 9.0% | ||
| Q3 24 | 9.3% | 35.4% | ||
| Q2 24 | 11.4% | 18.2% | ||
| Q1 24 | 5.0% | -6.7% |
净利率JJSFPLOW
| Q4 25 | 0.3% | 7.0% | ||
| Q3 25 | 2.8% | 4.9% | ||
| Q2 25 | 9.7% | 13.4% | ||
| Q1 25 | 1.4% | 0.1% | ||
| Q4 24 | 1.4% | 5.5% | ||
| Q3 24 | 6.9% | 24.9% | ||
| Q2 24 | 8.3% | 12.2% | ||
| Q1 24 | 3.7% | -8.7% |
每股收益（稀释后）JJSFPLOW
| Q4 25 | $0.05 | $0.54 | ||
| Q3 25 | $0.59 | $0.33 | ||
| Q2 25 | $2.26 | $1.09 | ||
| Q1 25 | $0.25 | $0.00 | ||
| Q4 24 | $0.26 | $0.35 | ||
| Q3 24 | $1.52 | $1.36 | ||
| Q2 24 | $1.87 | $1.02 | ||
| Q1 24 | $0.69 | $-0.37 |
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 | — |
| 总债务越低越好 | — | $144.0M |
| 股东权益账面价值 | $912.9M | $281.4M |
| 总资产 | $1.3B | $626.7M |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资JJSFPLOW
| Q4 25 | $66.8M | — | ||
| Q3 25 | $105.9M | — | ||
| Q2 25 | $77.4M | — | ||
| Q1 25 | $48.5M | — | ||
| Q4 24 | $73.6M | — | ||
| Q3 24 | $73.4M | — | ||
| Q2 24 | $64.0M | — | ||
| Q1 24 | $43.6M | — |
总债务JJSFPLOW
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $147.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益JJSFPLOW
| Q4 25 | $912.9M | $281.4M | ||
| Q3 25 | $966.7M | $275.3M | ||
| Q2 25 | $969.9M | $273.3M | ||
| Q1 25 | $935.0M | $258.9M | ||
| Q4 24 | $946.8M | $264.2M | ||
| Q3 24 | $957.0M | $260.8M | ||
| Q2 24 | $937.9M | $236.7M | ||
| Q1 24 | $915.7M | $217.2M |
总资产JJSFPLOW
| Q4 25 | $1.3B | $626.7M | ||
| Q3 25 | $1.4B | $694.9M | ||
| Q2 25 | $1.4B | $671.5M | ||
| Q1 25 | $1.4B | $621.0M | ||
| Q4 24 | $1.3B | $590.0M | ||
| Q3 24 | $1.4B | $665.6M | ||
| Q2 24 | $1.4B | $617.0M | ||
| Q1 24 | $1.3B | $577.1M |
负债/权益比JJSFPLOW
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $95.9M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $92.8M |
| 自由现金流率自由现金流/营收 | 4.9% | 50.3% |
| 资本支出强度资本支出/营收 | 5.5% | 1.7% |
| 现金转化率经营现金流/净利润 | 40.73× | 7.47× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $63.6M |
8季度趋势，按日历期对齐
经营现金流JJSFPLOW
| Q4 25 | $36.0M | $95.9M | ||
| Q3 25 | $66.4M | $-8.5M | ||
| Q2 25 | $51.2M | $-11.4M | ||
| Q1 25 | $12.3M | $-1.3M | ||
| Q4 24 | $35.2M | $74.4M | ||
| Q3 24 | $46.3M | $-14.2M | ||
| Q2 24 | $65.0M | $2.5M | ||
| Q1 24 | $12.7M | $-21.6M |
自由现金流JJSFPLOW
| Q4 25 | $17.0M | $92.8M | ||
| Q3 25 | $44.8M | $-11.4M | ||
| Q2 25 | $28.5M | $-14.3M | ||
| Q1 25 | $-7.2M | $-3.5M | ||
| Q4 24 | $16.1M | $70.2M | ||
| Q3 24 | $29.1M | $-15.2M | ||
| Q2 24 | $45.3M | $836.0K | ||
| Q1 24 | $-4.0M | $-22.4M |
自由现金流率JJSFPLOW
| Q4 25 | 4.9% | 50.3% | ||
| Q3 25 | 10.9% | -7.1% | ||
| Q2 25 | 6.3% | -7.4% | ||
| Q1 25 | -2.0% | -3.0% | ||
| Q4 24 | 4.4% | 48.9% | ||
| Q3 24 | 6.8% | -11.8% | ||
| Q2 24 | 10.3% | 0.4% | ||
| Q1 24 | -1.1% | -23.4% |
资本支出强度JJSFPLOW
| Q4 25 | 5.5% | 1.7% | ||
| Q3 25 | 5.3% | 1.8% | ||
| Q2 25 | 5.0% | 1.5% | ||
| Q1 25 | 5.5% | 1.9% | ||
| Q4 24 | 5.3% | 2.9% | ||
| Q3 24 | 4.0% | 0.8% | ||
| Q2 24 | 4.5% | 0.8% | ||
| Q1 24 | 4.6% | 0.8% |
现金转化率JJSFPLOW
| Q4 25 | 40.73× | 7.47× | ||
| Q3 25 | 5.84× | -1.07× | ||
| Q2 25 | 1.16× | -0.44× | ||
| Q1 25 | 2.55× | -9.03× | ||
| Q4 24 | 6.84× | 9.41× | ||
| Q3 24 | 1.56× | -0.44× | ||
| Q2 24 | 1.79× | 0.10× | ||
| 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% |
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
