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J&J SNACK FOODS CORP（JJSF）与PELOTON INTERACTIVE, INC.（PTON）财务数据对比。点击上方公司名可切换其他公司
PELOTON INTERACTIVE, INC.的季度营收约是J&J SNACK FOODS CORP的1.9倍（$656.5M vs $343.8M），J&J SNACK FOODS CORP净利率更高（0.3% vs -5.9%，领先6.2%），PELOTON INTERACTIVE, INC.同比增速更快（-2.6% vs -5.2%），PELOTON INTERACTIVE, INC.自由现金流更多（$71.0M vs $17.0M）
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。
派乐腾（Peloton Interactive）是总部位于美国纽约的健身设备与媒体服务商，主打搭载联网触控屏的动感单车、跑步机、室内划船器等产品，用户付费订阅即可观看直播和录播健身课程，设备内置传感器可追踪运动功率等数据，为用户提供实时运动表现反馈，还支持排行榜功能与其他用户互动比拼。
JJSF vs PTON — 直观对比
营收规模更大
PTON
是对方的1.9倍
$343.8M
营收增速更快
PTON
高出2.6%
-5.2%
净利率更高
JJSF
高出6.2%
-5.9%
自由现金流更多
PTON
多$54.0M
$17.0M
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $656.5M |
| 净利润 | $883.0K | $-38.8M |
| 毛利率 | 27.9% | 50.5% |
| 营业利润率 | 0.2% | -2.2% |
| 净利率 | 0.3% | -5.9% |
| 营收同比 | -5.2% | -2.6% |
| 净利润同比 | -82.8% | 57.8% |
| 每股收益（稀释后） | $0.05 | $-0.09 |
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JJSFPTON
| Q4 25 | $343.8M | $656.5M | ||
| Q3 25 | $410.2M | $550.8M | ||
| Q2 25 | $454.3M | — | ||
| Q1 25 | $356.1M | — | ||
| Q4 24 | $362.6M | — | ||
| Q3 24 | $426.8M | — | ||
| Q2 24 | $440.0M | — | ||
| Q1 24 | $359.7M | — |
净利润JJSFPTON
| Q4 25 | $883.0K | $-38.8M | ||
| Q3 25 | $11.4M | $13.9M | ||
| Q2 25 | $44.2M | — | ||
| Q1 25 | $4.8M | — | ||
| Q4 24 | $5.1M | — | ||
| Q3 24 | $29.6M | — | ||
| Q2 24 | $36.3M | — | ||
| Q1 24 | $13.3M | — |
毛利率JJSFPTON
| Q4 25 | 27.9% | 50.5% | ||
| Q3 25 | 31.7% | 51.5% | ||
| 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JJSFPTON
| Q4 25 | 0.2% | -2.2% | ||
| Q3 25 | 2.8% | 7.5% | ||
| Q2 25 | 13.3% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 11.4% | — | ||
| Q1 24 | 5.0% | — |
净利率JJSFPTON
| Q4 25 | 0.3% | -5.9% | ||
| Q3 25 | 2.8% | 2.5% | ||
| Q2 25 | 9.7% | — | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 6.9% | — | ||
| Q2 24 | 8.3% | — | ||
| Q1 24 | 3.7% | — |
每股收益（稀释后）JJSFPTON
| Q4 25 | $0.05 | $-0.09 | ||
| Q3 25 | $0.59 | $0.03 | ||
| Q2 25 | $2.26 | — | ||
| Q1 25 | $0.25 | — | ||
| Q4 24 | $0.26 | — | ||
| Q3 24 | $1.52 | — | ||
| Q2 24 | $1.87 | — | ||
| 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 | $1.2B |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $912.9M | $-326.7M |
| 总资产 | $1.3B | $2.2B |
| 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JJSFPTON
| Q4 25 | $66.8M | $1.2B | ||
| Q3 25 | $105.9M | $1.1B | ||
| 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JJSFPTON
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益JJSFPTON
| Q4 25 | $912.9M | $-326.7M | ||
| Q3 25 | $966.7M | $-347.0M | ||
| Q2 25 | $969.9M | — | ||
| Q1 25 | $935.0M | — | ||
| Q4 24 | $946.8M | — | ||
| Q3 24 | $957.0M | — | ||
| Q2 24 | $937.9M | — | ||
| Q1 24 | $915.7M | — |
总资产JJSFPTON
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| 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 | $71.9M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $71.0M |
| 自由现金流率自由现金流/营收 | 4.9% | 10.8% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流JJSFPTON
| Q4 25 | $36.0M | $71.9M | ||
| Q3 25 | $66.4M | $71.9M | ||
| Q2 25 | $51.2M | — | ||
| Q1 25 | $12.3M | — | ||
| Q4 24 | $35.2M | — | ||
| Q3 24 | $46.3M | — | ||
| Q2 24 | $65.0M | — | ||
| Q1 24 | $12.7M | — |
自由现金流JJSFPTON
| Q4 25 | $17.0M | $71.0M | ||
| Q3 25 | $44.8M | $67.4M | ||
| 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JJSFPTON
| Q4 25 | 4.9% | 10.8% | ||
| Q3 25 | 10.9% | 12.2% | ||
| 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JJSFPTON
| Q4 25 | 5.5% | 0.1% | ||
| Q3 25 | 5.3% | 0.8% | ||
| 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JJSFPTON
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 5.17× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 1.79× | — | ||
| 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% |
PTON
| Subscription And Circulation | $412.6M | 63% |
| Connected Fitness Products Segment | $243.9M | 37% |
| Product Warranty | $4.0M | 1% |
