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J&J SNACK FOODS CORP（JJSF）与Ryman Hospitality Properties, Inc.（RHP）财务数据对比。点击上方公司名可切换其他公司
Ryman Hospitality Properties, Inc.的季度营收约是J&J SNACK FOODS CORP的1.9倍（$664.6M vs $343.8M），Ryman Hospitality Properties, Inc.净利率更高（10.4% vs 0.3%，领先10.2%），Ryman Hospitality Properties, Inc.同比增速更快（13.2% vs -5.2%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（4.1% 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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
JJSF vs RHP — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $664.6M |
| 净利润 | $883.0K | $69.4M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 20.7% |
| 净利率 | 0.3% | 10.4% |
| 营收同比 | -5.2% | 13.2% |
| 净利润同比 | -82.8% | 10.1% |
| 每股收益（稀释后） | $0.05 | $1.03 |
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
| Q1 26 | — | $664.6M | ||
| Q4 25 | $343.8M | $737.8M | ||
| Q3 25 | $410.2M | $592.5M | ||
| Q2 25 | $454.3M | $659.5M | ||
| Q1 25 | $356.1M | $587.3M | ||
| Q4 24 | $362.6M | $647.6M | ||
| Q3 24 | $426.8M | $550.0M | ||
| Q2 24 | $440.0M | $613.3M |
| Q1 26 | — | $69.4M | ||
| Q4 25 | $883.0K | $74.5M | ||
| Q3 25 | $11.4M | $34.9M | ||
| Q2 25 | $44.2M | $71.8M | ||
| Q1 25 | $4.8M | $63.0M | ||
| Q4 24 | $5.1M | $72.3M | ||
| Q3 24 | $29.6M | $59.0M | ||
| Q2 24 | $36.3M | $100.8M |
| Q1 26 | — | — | ||
| Q4 25 | 27.9% | 41.4% | ||
| Q3 25 | 31.7% | 40.9% | ||
| Q2 25 | 33.0% | 49.7% | ||
| Q1 25 | 26.9% | 44.4% | ||
| Q4 24 | 25.9% | 40.4% | ||
| Q3 24 | 31.8% | 43.1% | ||
| Q2 24 | 33.6% | 48.4% |
| Q1 26 | — | 20.7% | ||
| Q4 25 | 0.2% | 19.4% | ||
| Q3 25 | 2.8% | 15.0% | ||
| Q2 25 | 13.3% | 21.1% | ||
| Q1 25 | 1.7% | 19.8% | ||
| Q4 24 | 1.7% | 18.6% | ||
| Q3 24 | 9.3% | 19.3% | ||
| Q2 24 | 11.4% | 27.4% |
| Q1 26 | — | 10.4% | ||
| Q4 25 | 0.3% | 10.1% | ||
| Q3 25 | 2.8% | 5.9% | ||
| Q2 25 | 9.7% | 10.9% | ||
| Q1 25 | 1.4% | 10.7% | ||
| Q4 24 | 1.4% | 11.2% | ||
| Q3 24 | 6.9% | 10.7% | ||
| Q2 24 | 8.3% | 16.4% |
| Q1 26 | — | $1.03 | ||
| Q4 25 | $0.05 | $1.12 | ||
| Q3 25 | $0.59 | $0.53 | ||
| Q2 25 | $2.26 | $1.12 | ||
| Q1 25 | $0.25 | $1.00 | ||
| Q4 24 | $0.26 | $1.12 | ||
| Q3 24 | $1.52 | $0.94 | ||
| Q2 24 | $1.87 | $1.65 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $770.8M |
| 总资产 | $1.3B | $6.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $66.8M | $471.4M | ||
| Q3 25 | $105.9M | $483.3M | ||
| Q2 25 | $77.4M | $420.6M | ||
| Q1 25 | $48.5M | $413.9M | ||
| Q4 24 | $73.6M | $477.7M | ||
| Q3 24 | $73.4M | $534.9M | ||
| Q2 24 | $64.0M | $498.4M |
| Q1 26 | — | $770.8M | ||
| Q4 25 | $912.9M | $750.2M | ||
| Q3 25 | $966.7M | $758.5M | ||
| Q2 25 | $969.9M | $800.4M | ||
| Q1 25 | $935.0M | $531.5M | ||
| Q4 24 | $946.8M | $549.0M | ||
| Q3 24 | $957.0M | $551.9M | ||
| Q2 24 | $937.9M | $562.6M |
| Q1 26 | — | $6.2B | ||
| Q4 25 | $1.3B | $6.2B | ||
| Q3 25 | $1.4B | $6.2B | ||
| Q2 25 | $1.4B | $6.1B | ||
| Q1 25 | $1.4B | $5.2B | ||
| Q4 24 | $1.3B | $5.2B | ||
| Q3 24 | $1.4B | $5.2B | ||
| Q2 24 | $1.4B | $5.1B |
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 | — |
| 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× | — |
| 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
| Q1 26 | — | — | ||
| Q4 25 | $36.0M | $164.7M | ||
| Q3 25 | $66.4M | $205.2M | ||
| Q2 25 | $51.2M | $122.5M | ||
| Q1 25 | $12.3M | $98.2M | ||
| Q4 24 | $35.2M | $166.6M | ||
| Q3 24 | $46.3M | $218.1M | ||
| Q2 24 | $65.0M | $184.3M |
| Q1 26 | — | — | ||
| Q4 25 | $17.0M | $58.5M | ||
| Q3 25 | $44.8M | $135.4M | ||
| Q2 25 | $28.5M | $53.0M | ||
| Q1 25 | $-7.2M | $-14.5M | ||
| Q4 24 | $16.1M | $76.0M | ||
| Q3 24 | $29.1M | $85.7M | ||
| Q2 24 | $45.3M | $78.8M |
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 7.9% | ||
| Q3 25 | 10.9% | 22.9% | ||
| Q2 25 | 6.3% | 8.0% | ||
| Q1 25 | -2.0% | -2.5% | ||
| Q4 24 | 4.4% | 11.7% | ||
| Q3 24 | 6.8% | 15.6% | ||
| Q2 24 | 10.3% | 12.9% |
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 14.4% | ||
| Q3 25 | 5.3% | 11.8% | ||
| Q2 25 | 5.0% | 10.5% | ||
| Q1 25 | 5.5% | 19.2% | ||
| Q4 24 | 5.3% | 14.0% | ||
| Q3 24 | 4.0% | 24.1% | ||
| Q2 24 | 4.5% | 17.2% |
| Q1 26 | — | — | ||
| Q4 25 | 40.73× | 2.21× | ||
| Q3 25 | 5.84× | 5.88× | ||
| Q2 25 | 1.16× | 1.71× | ||
| Q1 25 | 2.55× | 1.56× | ||
| Q4 24 | 6.84× | 2.30× | ||
| Q3 24 | 1.56× | 3.70× | ||
| Q2 24 | 1.79× | 1.83× |
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% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
