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J&J SNACK FOODS CORP（JJSF）与EPLUS INC（PLUS）财务数据对比。点击上方公司名可切换其他公司
EPLUS INC的季度营收约是J&J SNACK FOODS CORP的1.8倍（$614.8M vs $343.8M），EPLUS INC净利率更高（5.7% vs 0.3%，领先5.4%），EPLUS INC同比增速更快（20.3% vs -5.2%），过去两年EPLUS INC的营收复合增速更高（2.3% 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。
ePlus Inc.是美国的科技咨询解决方案提供商，业务覆盖网络安全、云计算、网络架构、协作办公、人工智能及前沿技术领域，为超5000家客户提供定制化解决方案、专业咨询与托管服务，助力企业实现数字化转型与技术升级。
JJSF vs PLUS — 直观对比
营收规模更大
PLUS
是对方的1.8倍
$343.8M
营收增速更快
PLUS
高出25.5%
-5.2%
净利率更高
PLUS
高出5.4%
0.3%
两年增速更快
PLUS
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $614.8M |
| 净利润 | $883.0K | $35.1M |
| 毛利率 | 27.9% | 25.8% |
| 营业利润率 | 0.2% | 7.1% |
| 净利率 | 0.3% | 5.7% |
| 营收同比 | -5.2% | 20.3% |
| 净利润同比 | -82.8% | 45.2% |
| 每股收益（稀释后） | $0.05 | $1.33 |
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JJSFPLUS
| Q4 25 | $343.8M | $614.8M | ||
| Q3 25 | $410.2M | $608.8M | ||
| Q2 25 | $454.3M | $637.3M | ||
| Q1 25 | $356.1M | — | ||
| Q4 24 | $362.6M | $493.2M | ||
| Q3 24 | $426.8M | $493.4M | ||
| Q2 24 | $440.0M | $535.7M | ||
| Q1 24 | $359.7M | — |
净利润JJSFPLUS
| Q4 25 | $883.0K | $35.1M | ||
| Q3 25 | $11.4M | $34.9M | ||
| Q2 25 | $44.2M | $37.7M | ||
| Q1 25 | $4.8M | — | ||
| Q4 24 | $5.1M | $24.1M | ||
| Q3 24 | $29.6M | $31.3M | ||
| Q2 24 | $36.3M | $27.3M | ||
| Q1 24 | $13.3M | — |
毛利率JJSFPLUS
| Q4 25 | 27.9% | 25.8% | ||
| Q3 25 | 31.7% | 26.6% | ||
| Q2 25 | 33.0% | 23.3% | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 25.9% | 25.4% | ||
| Q3 24 | 31.8% | 25.8% | ||
| Q2 24 | 33.6% | 23.7% | ||
| Q1 24 | 30.1% | — |
营业利润率JJSFPLUS
| Q4 25 | 0.2% | 7.1% | ||
| Q3 25 | 2.8% | 8.0% | ||
| Q2 25 | 13.3% | 5.7% | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 1.7% | 3.3% | ||
| Q3 24 | 9.3% | 5.5% | ||
| Q2 24 | 11.4% | 5.9% | ||
| Q1 24 | 5.0% | — |
净利率JJSFPLUS
| Q4 25 | 0.3% | 5.7% | ||
| Q3 25 | 2.8% | 5.7% | ||
| Q2 25 | 9.7% | 5.9% | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 1.4% | 4.9% | ||
| Q3 24 | 6.9% | 6.3% | ||
| Q2 24 | 8.3% | 5.1% | ||
| Q1 24 | 3.7% | — |
每股收益（稀释后）JJSFPLUS
| Q4 25 | $0.05 | $1.33 | ||
| Q3 25 | $0.59 | $1.32 | ||
| Q2 25 | $2.26 | $1.43 | ||
| Q1 25 | $0.25 | — | ||
| Q4 24 | $0.26 | $0.91 | ||
| Q3 24 | $1.52 | $1.17 | ||
| Q2 24 | $1.87 | $1.02 | ||
| Q1 24 | $0.69 | — |
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 | $326.3M |
| 总债务越低越好 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
现金及短期投资JJSFPLUS
| Q4 25 | $66.8M | $326.3M | ||
| Q3 25 | $105.9M | $402.2M | ||
| Q2 25 | $77.4M | $480.2M | ||
| Q1 25 | $48.5M | — | ||
| Q4 24 | $73.6M | $253.1M | ||
| Q3 24 | $73.4M | $187.5M | ||
| Q2 24 | $64.0M | $349.9M | ||
| Q1 24 | $43.6M | — |
股东权益JJSFPLUS
| Q4 25 | $912.9M | $1.1B | ||
| Q3 25 | $966.7M | $1.0B | ||
| Q2 25 | $969.9M | $1.0B | ||
| Q1 25 | $935.0M | — | ||
| Q4 24 | $946.8M | $962.3M | ||
| Q3 24 | $957.0M | $947.0M | ||
| Q2 24 | $937.9M | $921.9M | ||
| Q1 24 | $915.7M | — |
总资产JJSFPLUS
| Q4 25 | $1.3B | $1.8B | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.7B | ||
| Q1 24 | $1.3B | — |
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 | $-87.4M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | — |
| 自由现金流率自由现金流/营收 | 4.9% | — |
| 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× | -2.49× |
| 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JJSFPLUS
| Q4 25 | $36.0M | $-87.4M | ||
| Q3 25 | $66.4M | $-34.8M | ||
| Q2 25 | $51.2M | $-99.0M | ||
| Q1 25 | $12.3M | — | ||
| Q4 24 | $35.2M | $65.7M | ||
| Q3 24 | $46.3M | $-21.6M | ||
| Q2 24 | $65.0M | $97.1M | ||
| Q1 24 | $12.7M | — |
自由现金流JJSFPLUS
| Q4 25 | $17.0M | — | ||
| Q3 25 | $44.8M | — | ||
| Q2 25 | $28.5M | — | ||
| Q1 25 | $-7.2M | — | ||
| Q4 24 | $16.1M | — | ||
| Q3 24 | $29.1M | — | ||
| Q2 24 | $45.3M | — | ||
| Q1 24 | $-4.0M | — |
自由现金流率JJSFPLUS
| Q4 25 | 4.9% | — | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | -2.0% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 6.8% | — | ||
| Q2 24 | 10.3% | — | ||
| Q1 24 | -1.1% | — |
资本支出强度JJSFPLUS
| Q4 25 | 5.5% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 4.5% | — | ||
| Q1 24 | 4.6% | — |
现金转化率JJSFPLUS
| Q4 25 | 40.73× | -2.49× | ||
| Q3 25 | 5.84× | -1.00× | ||
| Q2 25 | 1.16× | -2.63× | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | 2.72× | ||
| Q3 24 | 1.56× | -0.69× | ||
| Q2 24 | 1.79× | 3.55× | ||
| 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% |
PLUS
| All Others Customer End Market | $107.0M | 17% |
| Technology Customer End Market | $89.4M | 15% |
| Health Care Customer End Market | $81.5M | 13% |
| Financial Services Customer End Market | $66.1M | 11% |
| Professional Services Reporting Unit | $64.1M | 10% |
| Security | $61.1M | 10% |
| State And Local Government And Educational Institutions | $59.9M | 10% |
| Managed Services Reporting Unit | $48.8M | 8% |
| Other Product | $21.1M | 3% |
| Collaboration | $13.4M | 2% |
