vs
J&J SNACK FOODS CORP（JJSF）与ROGERS CORP（ROG）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ROGERS CORP的1.7倍（$343.8M vs $200.5M），ROGERS CORP净利率更高（2.2% vs 0.3%，领先2.0%），ROGERS CORP同比增速更快（5.2% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $1.1M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
JJSF vs ROG — 直观对比
营收规模更大
JJSF
是对方的1.7倍
$200.5M
营收增速更快
ROG
高出10.4%
-5.2%
净利率更高
ROG
高出2.0%
0.3%
自由现金流更多
JJSF
多$15.9M
$1.1M
两年增速更快
JJSF
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $200.5M |
| 净利润 | $883.0K | $4.5M |
| 毛利率 | 27.9% | 32.2% |
| 营业利润率 | 0.2% | — |
| 净利率 | 0.3% | 2.2% |
| 营收同比 | -5.2% | 5.2% |
| 净利润同比 | -82.8% | 421.4% |
| 每股收益（稀释后） | $0.05 | $0.25 |
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JJSFROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $343.8M | $201.5M | ||
| Q3 25 | $410.2M | $216.0M | ||
| Q2 25 | $454.3M | $202.8M | ||
| Q1 25 | $356.1M | $190.5M | ||
| Q4 24 | $362.6M | $192.2M | ||
| Q3 24 | $426.8M | $210.3M | ||
| Q2 24 | $440.0M | $214.2M |
净利润JJSFROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $883.0K | $4.6M | ||
| Q3 25 | $11.4M | $8.6M | ||
| Q2 25 | $44.2M | $-73.6M | ||
| Q1 25 | $4.8M | $-1.4M | ||
| Q4 24 | $5.1M | $-500.0K | ||
| Q3 24 | $29.6M | $10.7M | ||
| Q2 24 | $36.3M | $8.1M |
毛利率JJSFROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 27.9% | 31.5% | ||
| Q3 25 | 31.7% | 33.5% | ||
| Q2 25 | 33.0% | 31.6% | ||
| Q1 25 | 26.9% | 29.9% | ||
| Q4 24 | 25.9% | 32.1% | ||
| Q3 24 | 31.8% | 35.2% | ||
| Q2 24 | 33.6% | 34.1% |
营业利润率JJSFROG
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 3.5% | ||
| Q3 25 | 2.8% | 7.3% | ||
| Q2 25 | 13.3% | -33.3% | ||
| Q1 25 | 1.7% | -0.2% | ||
| Q4 24 | 1.7% | -6.6% | ||
| Q3 24 | 9.3% | 6.9% | ||
| Q2 24 | 11.4% | 5.3% |
净利率JJSFROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 0.3% | 2.3% | ||
| Q3 25 | 2.8% | 4.0% | ||
| Q2 25 | 9.7% | -36.3% | ||
| Q1 25 | 1.4% | -0.7% | ||
| Q4 24 | 1.4% | -0.3% | ||
| Q3 24 | 6.9% | 5.1% | ||
| Q2 24 | 8.3% | 3.8% |
每股收益（稀释后）JJSFROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.05 | $0.20 | ||
| Q3 25 | $0.59 | $0.48 | ||
| Q2 25 | $2.26 | $-4.00 | ||
| Q1 25 | $0.25 | $-0.08 | ||
| Q4 24 | $0.26 | $-0.04 | ||
| Q3 24 | $1.52 | $0.58 | ||
| Q2 24 | $1.87 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $1.2B |
| 总资产 | $1.3B | $1.4B |
| 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JJSFROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $66.8M | $197.0M | ||
| Q3 25 | $105.9M | $167.8M | ||
| Q2 25 | $77.4M | $157.2M | ||
| Q1 25 | $48.5M | $175.6M | ||
| Q4 24 | $73.6M | $159.8M | ||
| Q3 24 | $73.4M | $146.4M | ||
| Q2 24 | $64.0M | $119.9M |
股东权益JJSFROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $912.9M | $1.2B | ||
| Q3 25 | $966.7M | $1.2B | ||
| Q2 25 | $969.9M | $1.2B | ||
| Q1 25 | $935.0M | $1.3B | ||
| Q4 24 | $946.8M | $1.3B | ||
| Q3 24 | $957.0M | $1.3B | ||
| Q2 24 | $937.9M | $1.3B |
总资产JJSFROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 4.9% | 0.5% |
| 资本支出强度资本支出/营收 | 5.5% | 2.3% |
| 现金转化率经营现金流/净利润 | 40.73× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $70.1M |
8季度趋势，按日历期对齐
经营现金流JJSFROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $36.0M | $46.9M | ||
| Q3 25 | $66.4M | $28.9M | ||
| Q2 25 | $51.2M | $13.7M | ||
| Q1 25 | $12.3M | $11.7M | ||
| Q4 24 | $35.2M | $33.7M | ||
| Q3 24 | $46.3M | $42.4M | ||
| Q2 24 | $65.0M | $22.9M |
自由现金流JJSFROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $17.0M | $42.2M | ||
| Q3 25 | $44.8M | $21.2M | ||
| Q2 25 | $28.5M | $5.6M | ||
| Q1 25 | $-7.2M | $2.1M | ||
| Q4 24 | $16.1M | $18.3M | ||
| Q3 24 | $29.1M | $25.2M | ||
| Q2 24 | $45.3M | $8.8M |
自由现金流率JJSFROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 4.9% | 20.9% | ||
| Q3 25 | 10.9% | 9.8% | ||
| Q2 25 | 6.3% | 2.8% | ||
| Q1 25 | -2.0% | 1.1% | ||
| Q4 24 | 4.4% | 9.5% | ||
| Q3 24 | 6.8% | 12.0% | ||
| Q2 24 | 10.3% | 4.1% |
资本支出强度JJSFROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 5.5% | 2.3% | ||
| Q3 25 | 5.3% | 3.6% | ||
| Q2 25 | 5.0% | 4.0% | ||
| Q1 25 | 5.5% | 5.0% | ||
| Q4 24 | 5.3% | 8.0% | ||
| Q3 24 | 4.0% | 8.2% | ||
| Q2 24 | 4.5% | 6.6% |
现金转化率JJSFROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 40.73× | 10.20× | ||
| Q3 25 | 5.84× | 3.36× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | 3.96× | ||
| Q2 24 | 1.79× | 2.83× |
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% |
ROG
暂无分部数据
