vs
J&J SNACK FOODS CORP(JJSF)与QUALYS, INC.(QLYS)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QUALYS, INC.的2.0倍($343.8M vs $175.3M),QUALYS, INC.净利率更高(30.3% vs 0.3%,领先30.1%),QUALYS, INC.同比增速更快(10.1% vs -5.2%),QUALYS, INC.自由现金流更多($74.9M vs $17.0M),过去两年QUALYS, INC.的营收复合增速更高(9.6% 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。
Qualys是总部位于美国加利福尼亚州福斯特城的科技企业,专注于云安全、合规管理及相关服务,为客户提供覆盖云环境的安全防护与合规解决方案,助力企业应对各类网络安全风险,满足不同行业的合规运营需求。
JJSF vs QLYS — 直观对比
营收规模更大
JJSF
是对方的2.0倍
$175.3M
营收增速更快
QLYS
高出15.3%
-5.2%
净利率更高
QLYS
高出30.1%
0.3%
自由现金流更多
QLYS
多$58.0M
$17.0M
两年增速更快
QLYS
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $343.8M | $175.3M |
| 净利润 | $883.0K | $53.1M |
| 毛利率 | 27.9% | 83.4% |
| 营业利润率 | 0.2% | 33.6% |
| 净利率 | 0.3% | 30.3% |
| 营收同比 | -5.2% | 10.1% |
| 净利润同比 | -82.8% | 20.9% |
| 每股收益(稀释后) | $0.05 | $1.47 |
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
JJSF
QLYS
| Q4 25 | $343.8M | $175.3M | ||
| Q3 25 | $410.2M | $169.9M | ||
| Q2 25 | $454.3M | $164.1M | ||
| Q1 25 | $356.1M | $159.9M | ||
| Q4 24 | $362.6M | $159.2M | ||
| Q3 24 | $426.8M | $153.9M | ||
| Q2 24 | $440.0M | $148.7M | ||
| Q1 24 | $359.7M | $145.8M |
净利润
JJSF
QLYS
| Q4 25 | $883.0K | $53.1M | ||
| Q3 25 | $11.4M | $50.3M | ||
| Q2 25 | $44.2M | $47.3M | ||
| Q1 25 | $4.8M | $47.5M | ||
| Q4 24 | $5.1M | $44.0M | ||
| Q3 24 | $29.6M | $46.2M | ||
| Q2 24 | $36.3M | $43.8M | ||
| Q1 24 | $13.3M | $39.7M |
毛利率
JJSF
QLYS
| Q4 25 | 27.9% | 83.4% | ||
| Q3 25 | 31.7% | 83.6% | ||
| Q2 25 | 33.0% | 82.4% | ||
| Q1 25 | 26.9% | 81.9% | ||
| Q4 24 | 25.9% | 81.8% | ||
| Q3 24 | 31.8% | 81.3% | ||
| Q2 24 | 33.6% | 82.2% | ||
| Q1 24 | 30.1% | 81.3% |
营业利润率
JJSF
QLYS
| Q4 25 | 0.2% | 33.6% | ||
| Q3 25 | 2.8% | 35.3% | ||
| Q2 25 | 13.3% | 31.3% | ||
| Q1 25 | 1.7% | 32.4% | ||
| Q4 24 | 1.7% | 31.0% | ||
| Q3 24 | 9.3% | 29.2% | ||
| Q2 24 | 11.4% | 32.3% | ||
| Q1 24 | 5.0% | 30.7% |
净利率
JJSF
QLYS
| Q4 25 | 0.3% | 30.3% | ||
| Q3 25 | 2.8% | 29.6% | ||
| Q2 25 | 9.7% | 28.8% | ||
| Q1 25 | 1.4% | 29.7% | ||
| Q4 24 | 1.4% | 27.6% | ||
| Q3 24 | 6.9% | 30.0% | ||
| Q2 24 | 8.3% | 29.4% | ||
| Q1 24 | 3.7% | 27.2% |
每股收益(稀释后)
JJSF
QLYS
| Q4 25 | $0.05 | $1.47 | ||
| Q3 25 | $0.59 | $1.39 | ||
| Q2 25 | $2.26 | $1.29 | ||
| Q1 25 | $0.25 | $1.29 | ||
| Q4 24 | $0.26 | $1.19 | ||
| Q3 24 | $1.52 | $1.24 | ||
| Q2 24 | $1.87 | $1.17 | ||
| Q1 24 | $0.69 | $1.05 |
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 | $250.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $561.2M |
| 总资产 | $1.3B | $1.1B |
| 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
JJSF
QLYS
| Q4 25 | $66.8M | $250.3M | ||
| Q3 25 | $105.9M | $225.3M | ||
| Q2 25 | $77.4M | $194.0M | ||
| Q1 25 | $48.5M | $290.7M | ||
| Q4 24 | $73.6M | $232.2M | ||
| Q3 24 | $73.4M | $235.4M | ||
| Q2 24 | $64.0M | $281.2M | ||
| Q1 24 | $43.6M | $273.8M |
股东权益
JJSF
QLYS
| Q4 25 | $912.9M | $561.2M | ||
| Q3 25 | $966.7M | $529.4M | ||
| Q2 25 | $969.9M | $508.2M | ||
| Q1 25 | $935.0M | $498.0M | ||
| Q4 24 | $946.8M | $477.1M | ||
| Q3 24 | $957.0M | $449.6M | ||
| Q2 24 | $937.9M | $427.8M | ||
| Q1 24 | $915.7M | $404.2M |
总资产
JJSF
QLYS
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.4B | $999.5M | ||
| Q1 25 | $1.4B | $996.5M | ||
| Q4 24 | $1.3B | $973.5M | ||
| Q3 24 | $1.4B | $908.3M | ||
| Q2 24 | $1.4B | $876.6M | ||
| Q1 24 | $1.3B | $861.8M |
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 | $75.7M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $74.9M |
| 自由现金流率自由现金流/营收 | 4.9% | 42.8% |
| 资本支出强度资本支出/营收 | 5.5% | 0.4% |
| 现金转化率经营现金流/净利润 | 40.73× | 1.42× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $304.4M |
8季度趋势,按日历期对齐
经营现金流
JJSF
QLYS
| Q4 25 | $36.0M | $75.7M | ||
| Q3 25 | $66.4M | $90.4M | ||
| Q2 25 | $51.2M | $33.8M | ||
| Q1 25 | $12.3M | $109.6M | ||
| Q4 24 | $35.2M | $47.7M | ||
| Q3 24 | $46.3M | $61.0M | ||
| Q2 24 | $65.0M | $49.8M | ||
| Q1 24 | $12.7M | $85.5M |
自由现金流
JJSF
QLYS
| Q4 25 | $17.0M | $74.9M | ||
| Q3 25 | $44.8M | $89.5M | ||
| Q2 25 | $28.5M | $32.4M | ||
| Q1 25 | $-7.2M | $107.5M | ||
| Q4 24 | $16.1M | $41.9M | ||
| Q3 24 | $29.1M | $57.6M | ||
| Q2 24 | $45.3M | $48.8M | ||
| Q1 24 | $-4.0M | $83.5M |
自由现金流率
JJSF
QLYS
| Q4 25 | 4.9% | 42.8% | ||
| Q3 25 | 10.9% | 52.7% | ||
| Q2 25 | 6.3% | 19.8% | ||
| Q1 25 | -2.0% | 67.3% | ||
| Q4 24 | 4.4% | 26.3% | ||
| Q3 24 | 6.8% | 37.4% | ||
| Q2 24 | 10.3% | 32.8% | ||
| Q1 24 | -1.1% | 57.2% |
资本支出强度
JJSF
QLYS
| Q4 25 | 5.5% | 0.4% | ||
| Q3 25 | 5.3% | 0.5% | ||
| Q2 25 | 5.0% | 0.8% | ||
| Q1 25 | 5.5% | 1.3% | ||
| Q4 24 | 5.3% | 3.7% | ||
| Q3 24 | 4.0% | 2.2% | ||
| Q2 24 | 4.5% | 0.7% | ||
| Q1 24 | 4.6% | 1.4% |
现金转化率
JJSF
QLYS
| Q4 25 | 40.73× | 1.42× | ||
| Q3 25 | 5.84× | 1.80× | ||
| Q2 25 | 1.16× | 0.71× | ||
| Q1 25 | 2.55× | 2.31× | ||
| Q4 24 | 6.84× | 1.09× | ||
| Q3 24 | 1.56× | 1.32× | ||
| Q2 24 | 1.79× | 1.14× | ||
| Q1 24 | 0.96× | 2.15× |
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% |
QLYS
| Sales Channel Through Intermediary | $88.6M | 51% |
| Sales Channel Directly To Consumer | $86.7M | 49% |