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J&J SNACK FOODS CORP（JJSF）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.1倍（$343.8M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs 0.3%，领先5.5%），Revolve Group, Inc.同比增速更快（10.4% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
JJSF vs RVLV — 直观对比
营收规模更大
JJSF
是对方的1.1倍
$324.4M
营收增速更快
RVLV
高出15.6%
-5.2%
净利率更高
RVLV
高出5.5%
0.3%
自由现金流更多
JJSF
多$30.2M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $324.4M |
| 净利润 | $883.0K | $18.6M |
| 毛利率 | 27.9% | 53.3% |
| 营业利润率 | 0.2% | 6.3% |
| 净利率 | 0.3% | 5.7% |
| 营收同比 | -5.2% | 10.4% |
| 净利润同比 | -82.8% | 50.4% |
| 每股收益（稀释后） | $0.05 | $0.27 |
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JJSFRVLV
| Q4 25 | $343.8M | $324.4M | ||
| Q3 25 | $410.2M | $295.6M | ||
| Q2 25 | $454.3M | $309.0M | ||
| Q1 25 | $356.1M | $296.7M | ||
| Q4 24 | $362.6M | $293.7M | ||
| Q3 24 | $426.8M | $283.1M | ||
| Q2 24 | $440.0M | $282.5M | ||
| Q1 24 | $359.7M | $270.6M |
净利润JJSFRVLV
| Q4 25 | $883.0K | $18.6M | ||
| Q3 25 | $11.4M | $21.2M | ||
| Q2 25 | $44.2M | $10.2M | ||
| Q1 25 | $4.8M | $11.8M | ||
| Q4 24 | $5.1M | $12.3M | ||
| Q3 24 | $29.6M | $11.0M | ||
| Q2 24 | $36.3M | $15.4M | ||
| Q1 24 | $13.3M | $10.9M |
毛利率JJSFRVLV
| Q4 25 | 27.9% | 53.3% | ||
| Q3 25 | 31.7% | 54.6% | ||
| Q2 25 | 33.0% | 54.1% | ||
| Q1 25 | 26.9% | 52.0% | ||
| Q4 24 | 25.9% | 52.5% | ||
| Q3 24 | 31.8% | 51.2% | ||
| Q2 24 | 33.6% | 54.0% | ||
| Q1 24 | 30.1% | 52.3% |
营业利润率JJSFRVLV
| Q4 25 | 0.2% | 6.3% | ||
| Q3 25 | 2.8% | 7.1% | ||
| Q2 25 | 13.3% | 5.8% | ||
| Q1 25 | 1.7% | 5.0% | ||
| Q4 24 | 1.7% | 3.9% | ||
| Q3 24 | 9.3% | 5.0% | ||
| Q2 24 | 11.4% | 5.8% | ||
| Q1 24 | 5.0% | 3.4% |
净利率JJSFRVLV
| Q4 25 | 0.3% | 5.7% | ||
| Q3 25 | 2.8% | 7.2% | ||
| Q2 25 | 9.7% | 3.3% | ||
| Q1 25 | 1.4% | 4.0% | ||
| Q4 24 | 1.4% | 4.2% | ||
| Q3 24 | 6.9% | 3.9% | ||
| Q2 24 | 8.3% | 5.4% | ||
| Q1 24 | 3.7% | 4.0% |
每股收益（稀释后）JJSFRVLV
| Q4 25 | $0.05 | $0.27 | ||
| Q3 25 | $0.59 | $0.29 | ||
| Q2 25 | $2.26 | $0.14 | ||
| Q1 25 | $0.25 | $0.16 | ||
| Q4 24 | $0.26 | $0.18 | ||
| Q3 24 | $1.52 | $0.15 | ||
| Q2 24 | $1.87 | $0.21 | ||
| Q1 24 | $0.69 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $512.5M |
| 总资产 | $1.3B | $765.0M |
| 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JJSFRVLV
| Q4 25 | $66.8M | $292.3M | ||
| Q3 25 | $105.9M | $315.4M | ||
| Q2 25 | $77.4M | $310.7M | ||
| Q1 25 | $48.5M | $300.8M | ||
| Q4 24 | $73.6M | $256.6M | ||
| Q3 24 | $73.4M | $252.8M | ||
| Q2 24 | $64.0M | $244.7M | ||
| Q1 24 | $43.6M | $273.4M |
股东权益JJSFRVLV
| Q4 25 | $912.9M | $512.5M | ||
| Q3 25 | $966.7M | $490.2M | ||
| Q2 25 | $969.9M | $468.6M | ||
| Q1 25 | $935.0M | $453.4M | ||
| Q4 24 | $946.8M | $437.8M | ||
| Q3 24 | $957.0M | $420.8M | ||
| Q2 24 | $937.9M | $405.8M | ||
| Q1 24 | $915.7M | $389.9M |
总资产JJSFRVLV
| Q4 25 | $1.3B | $765.0M | ||
| Q3 25 | $1.4B | $751.3M | ||
| Q2 25 | $1.4B | $722.9M | ||
| Q1 25 | $1.4B | $713.9M | ||
| Q4 24 | $1.3B | $665.5M | ||
| Q3 24 | $1.4B | $670.9M | ||
| Q2 24 | $1.4B | $657.8M | ||
| Q1 24 | $1.3B | $650.0M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 4.9% | -4.1% |
| 资本支出强度资本支出/营收 | 5.5% | 1.0% |
| 现金转化率经营现金流/净利润 | 40.73× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $48.0M |
8季度趋势，按日历期对齐
经营现金流JJSFRVLV
| Q4 25 | $36.0M | $-10.2M | ||
| Q3 25 | $66.4M | $11.8M | ||
| Q2 25 | $51.2M | $12.6M | ||
| Q1 25 | $12.3M | $45.1M | ||
| Q4 24 | $35.2M | $3.9M | ||
| Q3 24 | $46.3M | $9.1M | ||
| Q2 24 | $65.0M | $-24.7M | ||
| Q1 24 | $12.7M | $38.4M |
自由现金流JJSFRVLV
| Q4 25 | $17.0M | $-13.3M | ||
| Q3 25 | $44.8M | $7.5M | ||
| Q2 25 | $28.5M | $10.4M | ||
| Q1 25 | $-7.2M | $43.4M | ||
| Q4 24 | $16.1M | $2.1M | ||
| Q3 24 | $29.1M | $8.0M | ||
| Q2 24 | $45.3M | $-25.7M | ||
| Q1 24 | $-4.0M | $36.7M |
自由现金流率JJSFRVLV
| Q4 25 | 4.9% | -4.1% | ||
| Q3 25 | 10.9% | 2.5% | ||
| Q2 25 | 6.3% | 3.4% | ||
| Q1 25 | -2.0% | 14.6% | ||
| Q4 24 | 4.4% | 0.7% | ||
| Q3 24 | 6.8% | 2.8% | ||
| Q2 24 | 10.3% | -9.1% | ||
| Q1 24 | -1.1% | 13.5% |
资本支出强度JJSFRVLV
| Q4 25 | 5.5% | 1.0% | ||
| Q3 25 | 5.3% | 1.5% | ||
| Q2 25 | 5.0% | 0.7% | ||
| Q1 25 | 5.5% | 0.6% | ||
| Q4 24 | 5.3% | 0.6% | ||
| Q3 24 | 4.0% | 0.4% | ||
| Q2 24 | 4.5% | 0.4% | ||
| Q1 24 | 4.6% | 0.6% |
现金转化率JJSFRVLV
| Q4 25 | 40.73× | -0.55× | ||
| Q3 25 | 5.84× | 0.56× | ||
| Q2 25 | 1.16× | 1.24× | ||
| Q1 25 | 2.55× | 3.82× | ||
| Q4 24 | 6.84× | 0.32× | ||
| Q3 24 | 1.56× | 0.83× | ||
| Q2 24 | 1.79× | -1.60× | ||
| Q1 24 | 0.96× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
