vs
J&J SNACK FOODS CORP(JJSF)与RPC INC(RES)财务数据对比。点击上方公司名可切换其他公司
RPC INC的季度营收约是J&J SNACK FOODS CORP的1.2倍($425.8M vs $343.8M),J&J SNACK FOODS CORP净利率更高(0.3% vs -0.7%,领先1.0%),RPC INC同比增速更快(27.0% vs -5.2%),RPC INC自由现金流更多($31.2M vs $17.0M),过去两年RPC INC的营收复合增速更高(6.2% 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。
RPC集团是总部位于英国的企业,曾是欧洲规模最大的塑料包装供应商之一,总部坐落于北安普敦郡的拉什登。该公司此前在伦敦证券交易所上市,2019年被贝瑞全球集团收购,贝瑞全球集团又于2025年被安海斯包装收购。
JJSF vs RES — 直观对比
营收规模更大
RES
是对方的1.2倍
$343.8M
营收增速更快
RES
高出32.2%
-5.2%
净利率更高
JJSF
高出1.0%
-0.7%
自由现金流更多
RES
多$14.3M
$17.0M
两年增速更快
RES
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $343.8M | $425.8M |
| 净利润 | $883.0K | $-3.1M |
| 毛利率 | 27.9% | 21.0% |
| 营业利润率 | 0.2% | -0.9% |
| 净利率 | 0.3% | -0.7% |
| 营收同比 | -5.2% | 27.0% |
| 净利润同比 | -82.8% | -124.0% |
| 每股收益(稀释后) | $0.05 | $-0.02 |
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
RES
| Q4 25 | $343.8M | $425.8M | ||
| Q3 25 | $410.2M | $447.1M | ||
| Q2 25 | $454.3M | $420.8M | ||
| Q1 25 | $356.1M | $332.9M | ||
| Q4 24 | $362.6M | $335.4M | ||
| Q3 24 | $426.8M | $337.7M | ||
| Q2 24 | $440.0M | $364.2M | ||
| Q1 24 | $359.7M | $377.8M |
净利润
JJSF
RES
| Q4 25 | $883.0K | $-3.1M | ||
| Q3 25 | $11.4M | $13.0M | ||
| Q2 25 | $44.2M | $10.1M | ||
| Q1 25 | $4.8M | $12.0M | ||
| Q4 24 | $5.1M | $12.8M | ||
| Q3 24 | $29.6M | $18.8M | ||
| Q2 24 | $36.3M | $32.4M | ||
| Q1 24 | $13.3M | $27.5M |
毛利率
JJSF
RES
| Q4 25 | 27.9% | 21.0% | ||
| Q3 25 | 31.7% | 25.1% | ||
| Q2 25 | 33.0% | 24.5% | ||
| Q1 25 | 26.9% | 26.7% | ||
| Q4 24 | 25.9% | 25.4% | ||
| Q3 24 | 31.8% | 26.7% | ||
| Q2 24 | 33.6% | 28.0% | ||
| Q1 24 | 30.1% | 26.8% |
营业利润率
JJSF
RES
| Q4 25 | 0.2% | -0.9% | ||
| Q3 25 | 2.8% | 4.7% | ||
| Q2 25 | 13.3% | 3.7% | ||
| Q1 25 | 1.7% | 3.7% | ||
| Q4 24 | 1.7% | 3.1% | ||
| Q3 24 | 9.3% | 5.7% | ||
| Q2 24 | 11.4% | 9.7% | ||
| Q1 24 | 5.0% | 8.6% |
净利率
JJSF
RES
| Q4 25 | 0.3% | -0.7% | ||
| Q3 25 | 2.8% | 2.9% | ||
| Q2 25 | 9.7% | 2.4% | ||
| Q1 25 | 1.4% | 3.6% | ||
| Q4 24 | 1.4% | 3.8% | ||
| Q3 24 | 6.9% | 5.6% | ||
| Q2 24 | 8.3% | 8.9% | ||
| Q1 24 | 3.7% | 7.3% |
每股收益(稀释后)
JJSF
RES
| Q4 25 | $0.05 | $-0.02 | ||
| Q3 25 | $0.59 | $0.06 | ||
| Q2 25 | $2.26 | $0.05 | ||
| Q1 25 | $0.25 | $0.06 | ||
| Q4 24 | $0.26 | $0.06 | ||
| Q3 24 | $1.52 | $0.09 | ||
| Q2 24 | $1.87 | $0.15 | ||
| Q1 24 | $0.69 | $0.13 |
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 | $210.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $1.1B |
| 总资产 | $1.3B | $1.5B |
| 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
RES
| Q4 25 | $66.8M | $210.0M | ||
| Q3 25 | $105.9M | $163.5M | ||
| Q2 25 | $77.4M | $162.1M | ||
| Q1 25 | $48.5M | $326.7M | ||
| Q4 24 | $73.6M | $326.0M | ||
| Q3 24 | $73.4M | $276.9M | ||
| Q2 24 | $64.0M | $261.5M | ||
| Q1 24 | $43.6M | $212.2M |
股东权益
JJSF
RES
| Q4 25 | $912.9M | $1.1B | ||
| Q3 25 | $966.7M | $1.1B | ||
| Q2 25 | $969.9M | $1.1B | ||
| Q1 25 | $935.0M | $1.1B | ||
| Q4 24 | $946.8M | $1.1B | ||
| Q3 24 | $957.0M | $1.1B | ||
| Q2 24 | $937.9M | $1.1B | ||
| Q1 24 | $915.7M | $1.0B |
总资产
JJSF
RES
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.4B | $1.3B | ||
| Q2 24 | $1.4B | $1.3B | ||
| 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 | $61.9M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $31.2M |
| 自由现金流率自由现金流/营收 | 4.9% | 7.3% |
| 资本支出强度资本支出/营收 | 5.5% | 7.2% |
| 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 | $52.9M |
8季度趋势,按日历期对齐
经营现金流
JJSF
RES
| Q4 25 | $36.0M | $61.9M | ||
| Q3 25 | $66.4M | $46.5M | ||
| Q2 25 | $51.2M | $53.1M | ||
| Q1 25 | $12.3M | $39.9M | ||
| Q4 24 | $35.2M | $94.2M | ||
| Q3 24 | $46.3M | $70.7M | ||
| Q2 24 | $65.0M | $127.9M | ||
| Q1 24 | $12.7M | $56.6M |
自由现金流
JJSF
RES
| Q4 25 | $17.0M | $31.2M | ||
| Q3 25 | $44.8M | $4.1M | ||
| Q2 25 | $28.5M | $10.0M | ||
| Q1 25 | $-7.2M | $7.6M | ||
| Q4 24 | $16.1M | $53.7M | ||
| Q3 24 | $29.1M | $19.1M | ||
| Q2 24 | $45.3M | $52.9M | ||
| Q1 24 | $-4.0M | $3.8M |
自由现金流率
JJSF
RES
| Q4 25 | 4.9% | 7.3% | ||
| Q3 25 | 10.9% | 0.9% | ||
| Q2 25 | 6.3% | 2.4% | ||
| Q1 25 | -2.0% | 2.3% | ||
| Q4 24 | 4.4% | 16.0% | ||
| Q3 24 | 6.8% | 5.6% | ||
| Q2 24 | 10.3% | 14.5% | ||
| Q1 24 | -1.1% | 1.0% |
资本支出强度
JJSF
RES
| Q4 25 | 5.5% | 7.2% | ||
| Q3 25 | 5.3% | 9.5% | ||
| Q2 25 | 5.0% | 10.2% | ||
| Q1 25 | 5.5% | 9.7% | ||
| Q4 24 | 5.3% | 12.1% | ||
| Q3 24 | 4.0% | 15.3% | ||
| Q2 24 | 4.5% | 20.6% | ||
| Q1 24 | 4.6% | 14.0% |
现金转化率
JJSF
RES
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 3.59× | ||
| Q2 25 | 1.16× | 5.23× | ||
| Q1 25 | 2.55× | 3.31× | ||
| Q4 24 | 6.84× | 7.38× | ||
| Q3 24 | 1.56× | 3.76× | ||
| Q2 24 | 1.79× | 3.95× | ||
| Q1 24 | 0.96× | 2.06× |
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% |
RES
| Technical Service | $405.2M | 95% |
| Other | $8.8M | 2% |
| Nitrogen | $6.6M | 2% |