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J&J SNACK FOODS CORP（JJSF）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是J&J SNACK FOODS CORP的1.8倍（$622.0M vs $343.8M），Royalty Pharma plc净利率更高（34.4% vs 0.3%，领先34.2%），Royalty Pharma plc同比增速更快（4.8% vs -5.2%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% 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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
JJSF vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.8倍
$343.8M
营收增速更快
RPRX
高出10.0%
-5.2%
净利率更高
RPRX
高出34.2%
0.3%
两年增速更快
RPRX
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $622.0M |
| 净利润 | $883.0K | $214.2M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 62.4% |
| 净利率 | 0.3% | 34.4% |
| 营收同比 | -5.2% | 4.8% |
| 净利润同比 | -82.8% | 2.9% |
| 每股收益（稀释后） | $0.05 | $0.49 |
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JJSFRPRX
| Q4 25 | $343.8M | $622.0M | ||
| Q3 25 | $410.2M | $609.3M | ||
| Q2 25 | $454.3M | $578.7M | ||
| Q1 25 | $356.1M | $568.2M | ||
| Q4 24 | $362.6M | $593.6M | ||
| Q3 24 | $426.8M | $564.7M | ||
| Q2 24 | $440.0M | $537.3M | ||
| Q1 24 | $359.7M | $568.0M |
净利润JJSFRPRX
| Q4 25 | $883.0K | $214.2M | ||
| Q3 25 | $11.4M | $288.2M | ||
| Q2 25 | $44.2M | $30.2M | ||
| Q1 25 | $4.8M | $238.3M | ||
| Q4 24 | $5.1M | $208.2M | ||
| Q3 24 | $29.6M | $544.0M | ||
| Q2 24 | $36.3M | $102.0M | ||
| Q1 24 | $13.3M | $4.8M |
毛利率JJSFRPRX
| 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% | — |
营业利润率JJSFRPRX
| Q4 25 | 0.2% | 62.4% | ||
| Q3 25 | 2.8% | 70.1% | ||
| Q2 25 | 13.3% | 36.3% | ||
| Q1 25 | 1.7% | 94.0% | ||
| Q4 24 | 1.7% | 60.9% | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 11.4% | 50.2% | ||
| Q1 24 | 5.0% | -13.0% |
净利率JJSFRPRX
| Q4 25 | 0.3% | 34.4% | ||
| Q3 25 | 2.8% | 47.3% | ||
| Q2 25 | 9.7% | 5.2% | ||
| Q1 25 | 1.4% | 41.9% | ||
| Q4 24 | 1.4% | 35.1% | ||
| Q3 24 | 6.9% | 96.3% | ||
| Q2 24 | 8.3% | 19.0% | ||
| Q1 24 | 3.7% | 0.8% |
每股收益（稀释后）JJSFRPRX
| Q4 25 | $0.05 | $0.49 | ||
| Q3 25 | $0.59 | $0.67 | ||
| Q2 25 | $2.26 | $0.07 | ||
| Q1 25 | $0.25 | $0.55 | ||
| Q4 24 | $0.26 | $0.46 | ||
| Q3 24 | $1.52 | $1.21 | ||
| Q2 24 | $1.87 | $0.23 | ||
| Q1 24 | $0.69 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $912.9M | $9.7B |
| 总资产 | $1.3B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资JJSFRPRX
| Q4 25 | $66.8M | $618.7M | ||
| Q3 25 | $105.9M | $938.9M | ||
| Q2 25 | $77.4M | $631.9M | ||
| Q1 25 | $48.5M | $1.1B | ||
| Q4 24 | $73.6M | $929.0M | ||
| Q3 24 | $73.4M | $950.1M | ||
| Q2 24 | $64.0M | $1.8B | ||
| Q1 24 | $43.6M | $843.0M |
总债务JJSFRPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益JJSFRPRX
| Q4 25 | $912.9M | $9.7B | ||
| Q3 25 | $966.7M | $9.6B | ||
| Q2 25 | $969.9M | $9.5B | ||
| Q1 25 | $935.0M | $9.8B | ||
| Q4 24 | $946.8M | $10.3B | ||
| Q3 24 | $957.0M | $10.3B | ||
| Q2 24 | $937.9M | $9.8B | ||
| Q1 24 | $915.7M | $9.9B |
总资产JJSFRPRX
| Q4 25 | $1.3B | $19.6B | ||
| Q3 25 | $1.4B | $19.3B | ||
| Q2 25 | $1.4B | $18.3B | ||
| Q1 25 | $1.4B | $17.6B | ||
| Q4 24 | $1.3B | $18.2B | ||
| Q3 24 | $1.4B | $18.0B | ||
| Q2 24 | $1.4B | $17.7B | ||
| Q1 24 | $1.3B | $16.1B |
负债/权益比JJSFRPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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JJSFRPRX
| Q4 25 | $36.0M | $827.1M | ||
| Q3 25 | $66.4M | $702.6M | ||
| Q2 25 | $51.2M | $364.0M | ||
| Q1 25 | $12.3M | $596.1M | ||
| Q4 24 | $35.2M | $742.5M | ||
| Q3 24 | $46.3M | $703.6M | ||
| Q2 24 | $65.0M | $658.2M | ||
| Q1 24 | $12.7M | $664.6M |
自由现金流JJSFRPRX
| 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JJSFRPRX
| 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JJSFRPRX
| 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JJSFRPRX
| Q4 25 | 40.73× | 3.86× | ||
| Q3 25 | 5.84× | 2.44× | ||
| Q2 25 | 1.16× | 12.06× | ||
| Q1 25 | 2.55× | 2.50× | ||
| Q4 24 | 6.84× | 3.57× | ||
| Q3 24 | 1.56× | 1.29× | ||
| Q2 24 | 1.79× | 6.45× | ||
| Q1 24 | 0.96× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
