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J&J SNACK FOODS CORP（JJSF）与Ultragenyx Pharmaceutical Inc.（RARE）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Ultragenyx Pharmaceutical Inc.的1.7倍（$343.8M vs $207.3M），J&J SNACK FOODS CORP净利率更高（0.3% vs -62.0%，领先62.3%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% 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。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
JJSF vs RARE — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $207.3M |
| 净利润 | $883.0K | $-128.6M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | -54.7% |
| 净利率 | 0.3% | -62.0% |
| 营收同比 | -5.2% | 25.9% |
| 净利润同比 | -82.8% | 3.5% |
| 每股收益（稀释后） | $0.05 | $-1.28 |
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
| Q4 25 | $343.8M | $207.3M | ||
| Q3 25 | $410.2M | $159.9M | ||
| Q2 25 | $454.3M | $166.5M | ||
| Q1 25 | $356.1M | $139.3M | ||
| Q4 24 | $362.6M | $164.6M | ||
| Q3 24 | $426.8M | $139.5M | ||
| Q2 24 | $440.0M | $147.0M | ||
| Q1 24 | $359.7M | $108.8M |
| Q4 25 | $883.0K | $-128.6M | ||
| Q3 25 | $11.4M | $-180.4M | ||
| Q2 25 | $44.2M | $-115.0M | ||
| Q1 25 | $4.8M | $-151.1M | ||
| Q4 24 | $5.1M | $-133.2M | ||
| Q3 24 | $29.6M | $-133.5M | ||
| Q2 24 | $36.3M | $-131.6M | ||
| Q1 24 | $13.3M | $-170.7M |
| 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% | — |
| Q4 25 | 0.2% | -54.7% | ||
| Q3 25 | 2.8% | -106.9% | ||
| Q2 25 | 13.3% | -64.8% | ||
| Q1 25 | 1.7% | -102.6% | ||
| Q4 24 | 1.7% | -74.3% | ||
| Q3 24 | 9.3% | -94.6% | ||
| Q2 24 | 11.4% | -79.1% | ||
| Q1 24 | 5.0% | -151.9% |
| Q4 25 | 0.3% | -62.0% | ||
| Q3 25 | 2.8% | -112.8% | ||
| Q2 25 | 9.7% | -69.0% | ||
| Q1 25 | 1.4% | -108.5% | ||
| Q4 24 | 1.4% | -80.9% | ||
| Q3 24 | 6.9% | -95.7% | ||
| Q2 24 | 8.3% | -89.5% | ||
| Q1 24 | 3.7% | -156.8% |
| Q4 25 | $0.05 | $-1.28 | ||
| Q3 25 | $0.59 | $-1.81 | ||
| Q2 25 | $2.26 | $-1.17 | ||
| Q1 25 | $0.25 | $-1.57 | ||
| Q4 24 | $0.26 | $-1.34 | ||
| Q3 24 | $1.52 | $-1.40 | ||
| Q2 24 | $1.87 | $-1.52 | ||
| Q1 24 | $0.69 | $-2.03 |
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 | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $-80.0M |
| 总资产 | $1.3B | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $66.8M | $421.0M | ||
| Q3 25 | $105.9M | $202.5M | ||
| Q2 25 | $77.4M | $176.3M | ||
| Q1 25 | $48.5M | $127.1M | ||
| Q4 24 | $73.6M | $174.0M | ||
| Q3 24 | $73.4M | $150.6M | ||
| Q2 24 | $64.0M | $480.7M | ||
| Q1 24 | $43.6M | $112.3M |
| Q4 25 | $912.9M | $-80.0M | ||
| Q3 25 | $966.7M | $9.2M | ||
| Q2 25 | $969.9M | $151.3M | ||
| Q1 25 | $935.0M | $144.2M | ||
| Q4 24 | $946.8M | $255.0M | ||
| Q3 24 | $957.0M | $346.8M | ||
| Q2 24 | $937.9M | $432.4M | ||
| Q1 24 | $915.7M | $140.3M |
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.6B | ||
| Q1 24 | $1.3B | $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 | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $-100.8M |
| 自由现金流率自由现金流/营收 | 4.9% | -48.6% |
| 资本支出强度资本支出/营收 | 5.5% | 0.5% |
| 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 | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $36.0M | $-99.8M | ||
| Q3 25 | $66.4M | $-91.4M | ||
| Q2 25 | $51.2M | $-108.3M | ||
| Q1 25 | $12.3M | $-166.5M | ||
| Q4 24 | $35.2M | $-79.3M | ||
| Q3 24 | $46.3M | $-67.0M | ||
| Q2 24 | $65.0M | $-77.0M | ||
| Q1 24 | $12.7M | $-190.7M |
| Q4 25 | $17.0M | $-100.8M | ||
| Q3 25 | $44.8M | $-92.7M | ||
| Q2 25 | $28.5M | $-110.7M | ||
| Q1 25 | $-7.2M | $-167.8M | ||
| Q4 24 | $16.1M | $-79.5M | ||
| Q3 24 | $29.1M | $-68.6M | ||
| Q2 24 | $45.3M | $-79.0M | ||
| Q1 24 | $-4.0M | $-193.9M |
| Q4 25 | 4.9% | -48.6% | ||
| Q3 25 | 10.9% | -58.0% | ||
| Q2 25 | 6.3% | -66.5% | ||
| Q1 25 | -2.0% | -120.5% | ||
| Q4 24 | 4.4% | -48.3% | ||
| Q3 24 | 6.8% | -49.2% | ||
| Q2 24 | 10.3% | -53.7% | ||
| Q1 24 | -1.1% | -178.2% |
| Q4 25 | 5.5% | 0.5% | ||
| Q3 25 | 5.3% | 0.8% | ||
| Q2 25 | 5.0% | 1.5% | ||
| Q1 25 | 5.5% | 1.0% | ||
| Q4 24 | 5.3% | 0.1% | ||
| Q3 24 | 4.0% | 1.2% | ||
| Q2 24 | 4.5% | 1.4% | ||
| Q1 24 | 4.6% | 3.0% |
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | — | ||
| 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% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
