vs
J&J SNACK FOODS CORP（JJSF）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
ROYAL GOLD INC的季度营收约是J&J SNACK FOODS CORP的1.1倍（$375.3M vs $343.8M），ROYAL GOLD INC净利率更高（24.9% vs 0.3%，领先24.7%），ROYAL GOLD INC同比增速更快（85.3% vs -5.2%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% 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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
JJSF vs RGLD — 直观对比
营收规模更大
RGLD
是对方的1.1倍
$343.8M
营收增速更快
RGLD
高出90.5%
-5.2%
净利率更高
RGLD
高出24.7%
0.3%
两年增速更快
RGLD
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $375.3M |
| 净利润 | $883.0K | $93.6M |
| 毛利率 | 27.9% | 64.6% |
| 营业利润率 | 0.2% | 56.2% |
| 净利率 | 0.3% | 24.9% |
| 营收同比 | -5.2% | 85.3% |
| 净利润同比 | -82.8% | -12.8% |
| 每股收益（稀释后） | $0.05 | $1.04 |
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JJSFRGLD
| Q4 25 | $343.8M | $375.3M | ||
| Q3 25 | $410.2M | $252.1M | ||
| Q2 25 | $454.3M | $209.6M | ||
| Q1 25 | $356.1M | $193.4M | ||
| Q4 24 | $362.6M | $202.6M | ||
| Q3 24 | $426.8M | $193.8M | ||
| Q2 24 | $440.0M | $174.1M | ||
| Q1 24 | $359.7M | $148.9M |
净利润JJSFRGLD
| Q4 25 | $883.0K | $93.6M | ||
| Q3 25 | $11.4M | $126.8M | ||
| Q2 25 | $44.2M | $132.3M | ||
| Q1 25 | $4.8M | $113.5M | ||
| Q4 24 | $5.1M | $107.4M | ||
| Q3 24 | $29.6M | $96.2M | ||
| Q2 24 | $36.3M | $81.2M | ||
| Q1 24 | $13.3M | $47.2M |
毛利率JJSFRGLD
| Q4 25 | 27.9% | 64.6% | ||
| Q3 25 | 31.7% | 73.6% | ||
| Q2 25 | 33.0% | 72.6% | ||
| Q1 25 | 26.9% | 69.4% | ||
| Q4 24 | 25.9% | 70.3% | ||
| Q3 24 | 31.8% | 66.6% | ||
| Q2 24 | 33.6% | 64.7% | ||
| Q1 24 | 30.1% | 58.4% |
营业利润率JJSFRGLD
| Q4 25 | 0.2% | 56.2% | ||
| Q3 25 | 2.8% | 64.4% | ||
| Q2 25 | 13.3% | 67.7% | ||
| Q1 25 | 1.7% | 63.6% | ||
| Q4 24 | 1.7% | 65.9% | ||
| Q3 24 | 9.3% | 61.3% | ||
| Q2 24 | 11.4% | 58.6% | ||
| Q1 24 | 5.0% | 50.7% |
净利率JJSFRGLD
| Q4 25 | 0.3% | 24.9% | ||
| Q3 25 | 2.8% | 50.3% | ||
| Q2 25 | 9.7% | 63.1% | ||
| Q1 25 | 1.4% | 58.7% | ||
| Q4 24 | 1.4% | 53.0% | ||
| Q3 24 | 6.9% | 49.7% | ||
| Q2 24 | 8.3% | 46.6% | ||
| Q1 24 | 3.7% | 31.7% |
每股收益（稀释后）JJSFRGLD
| Q4 25 | $0.05 | $1.04 | ||
| Q3 25 | $0.59 | $1.92 | ||
| Q2 25 | $2.26 | $2.01 | ||
| Q1 25 | $0.25 | $1.72 | ||
| Q4 24 | $0.26 | $1.63 | ||
| Q3 24 | $1.52 | $1.46 | ||
| Q2 24 | $1.87 | $1.23 | ||
| Q1 24 | $0.69 | $0.72 |
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 | $233.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $7.2B |
| 总资产 | $1.3B | $9.5B |
| 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JJSFRGLD
| Q4 25 | $66.8M | $233.7M | ||
| Q3 25 | $105.9M | $172.8M | ||
| Q2 25 | $77.4M | $248.2M | ||
| Q1 25 | $48.5M | $240.8M | ||
| Q4 24 | $73.6M | $195.5M | ||
| Q3 24 | $73.4M | $127.9M | ||
| Q2 24 | $64.0M | $74.2M | ||
| Q1 24 | $43.6M | $137.9M |
总债务JJSFRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M | ||
| Q1 24 | — | — |
股东权益JJSFRGLD
| Q4 25 | $912.9M | $7.2B | ||
| Q3 25 | $966.7M | $3.4B | ||
| Q2 25 | $969.9M | $3.3B | ||
| Q1 25 | $935.0M | $3.2B | ||
| Q4 24 | $946.8M | $3.1B | ||
| Q3 24 | $957.0M | $3.0B | ||
| Q2 24 | $937.9M | $3.0B | ||
| Q1 24 | $915.7M | $2.9B |
总资产JJSFRGLD
| Q4 25 | $1.3B | $9.5B | ||
| Q3 25 | $1.4B | $4.5B | ||
| Q2 25 | $1.4B | $3.6B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.3B | $3.4B | ||
| Q3 24 | $1.4B | $3.3B | ||
| Q2 24 | $1.4B | $3.3B | ||
| Q1 24 | $1.3B | $3.3B |
负债/权益比JJSFRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× | ||
| Q1 24 | — | — |
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 | $241.7M |
| 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× | 2.58× |
| 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JJSFRGLD
| Q4 25 | $36.0M | $241.7M | ||
| Q3 25 | $66.4M | $174.0M | ||
| Q2 25 | $51.2M | $152.8M | ||
| Q1 25 | $12.3M | $136.4M | ||
| Q4 24 | $35.2M | $141.1M | ||
| Q3 24 | $46.3M | $136.7M | ||
| Q2 24 | $65.0M | $113.5M | ||
| Q1 24 | $12.7M | $138.3M |
自由现金流JJSFRGLD
| 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JJSFRGLD
| 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JJSFRGLD
| 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JJSFRGLD
| Q4 25 | 40.73× | 2.58× | ||
| Q3 25 | 5.84× | 1.37× | ||
| Q2 25 | 1.16× | 1.15× | ||
| Q1 25 | 2.55× | 1.20× | ||
| Q4 24 | 6.84× | 1.31× | ||
| Q3 24 | 1.56× | 1.42× | ||
| Q2 24 | 1.79× | 1.40× | ||
| Q1 24 | 0.96× | 2.93× |
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% |
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
