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J&J SNACK FOODS CORP（JJSF）与RAYONIER INC（RYN）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RAYONIER INC的1.2倍（$343.8M vs $276.8M），J&J SNACK FOODS CORP净利率更高（0.3% vs -4.5%，领先4.7%），RAYONIER INC同比增速更快（233.9% vs -5.2%），过去两年RAYONIER INC的营收复合增速更高（66.7% 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。
Rayonier Inc.是总部位于佛罗里达州怀尔德莱特的林地房地产投资信托（REIT），资产分布在美国和新西兰的软木种植区域，核心业务板块为木材业务与房地产业务。
JJSF vs RYN — 直观对比
营收规模更大
JJSF
是对方的1.2倍
$276.8M
营收增速更快
RYN
高出239.1%
-5.2%
净利率更高
JJSF
高出4.7%
-4.5%
两年增速更快
RYN
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $276.8M |
| 净利润 | $883.0K | $-12.4M |
| 毛利率 | 27.9% | 100.0% |
| 营业利润率 | 0.2% | — |
| 净利率 | 0.3% | -4.5% |
| 营收同比 | -5.2% | 233.9% |
| 净利润同比 | -82.8% | -264.7% |
| 每股收益（稀释后） | $0.05 | — |
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JJSFRYN
| Q1 26 | — | $276.8M | ||
| Q4 25 | $343.8M | $117.5M | ||
| Q3 25 | $410.2M | $177.5M | ||
| Q2 25 | $454.3M | $106.5M | ||
| Q1 25 | $356.1M | $82.9M | ||
| Q4 24 | $362.6M | $650.5M | ||
| Q3 24 | $426.8M | $124.1M | ||
| Q2 24 | $440.0M | $99.6M |
净利润JJSFRYN
| Q1 26 | — | $-12.4M | ||
| Q4 25 | $883.0K | $25.9M | ||
| Q3 25 | $11.4M | $43.2M | ||
| Q2 25 | $44.2M | $408.7M | ||
| Q1 25 | $4.8M | $-3.4M | ||
| Q4 24 | $5.1M | $327.1M | ||
| Q3 24 | $29.6M | $28.8M | ||
| Q2 24 | $36.3M | $1.9M |
毛利率JJSFRYN
| Q1 26 | — | 100.0% | ||
| Q4 25 | 27.9% | 41.9% | ||
| Q3 25 | 31.7% | 32.9% | ||
| Q2 25 | 33.0% | 29.7% | ||
| Q1 25 | 26.9% | 21.7% | ||
| Q4 24 | 25.9% | 53.8% | ||
| Q3 24 | 31.8% | 30.4% | ||
| Q2 24 | 33.6% | 25.4% |
营业利润率JJSFRYN
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 23.0% | ||
| Q3 25 | 2.8% | 23.5% | ||
| Q2 25 | 13.3% | 13.7% | ||
| Q1 25 | 1.7% | 0.1% | ||
| Q4 24 | 1.7% | 47.7% | ||
| Q3 24 | 9.3% | 15.2% | ||
| Q2 24 | 11.4% | 4.6% |
净利率JJSFRYN
| Q1 26 | — | -4.5% | ||
| Q4 25 | 0.3% | 22.1% | ||
| Q3 25 | 2.8% | 24.3% | ||
| Q2 25 | 9.7% | 383.6% | ||
| Q1 25 | 1.4% | -4.1% | ||
| Q4 24 | 1.4% | 45.1% | ||
| Q3 24 | 6.9% | 23.2% | ||
| Q2 24 | 8.3% | 1.9% |
每股收益（稀释后）JJSFRYN
| Q1 26 | — | — | ||
| Q4 25 | $0.05 | $0.14 | ||
| Q3 25 | $0.59 | $0.28 | ||
| Q2 25 | $2.26 | $2.63 | ||
| Q1 25 | $0.25 | $-0.02 | ||
| Q4 24 | $0.26 | $2.18 | ||
| Q3 24 | $1.52 | $0.19 | ||
| Q2 24 | $1.87 | $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 | $681.7M |
| 总债务越低越好 | — | $2.1B |
| 股东权益账面价值 | $912.9M | $5.3B |
| 总资产 | $1.3B | $7.7B |
| 负债/权益比越低杠杆越低 | — | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资JJSFRYN
| Q1 26 | — | $681.7M | ||
| Q4 25 | $66.8M | $842.9M | ||
| Q3 25 | $105.9M | $919.6M | ||
| Q2 25 | $77.4M | $892.3M | ||
| Q1 25 | $48.5M | $216.2M | ||
| Q4 24 | $73.6M | $303.1M | ||
| Q3 24 | $73.4M | $51.9M | ||
| Q2 24 | $64.0M | $120.2M |
总债务JJSFRYN
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $845.3M | ||
| Q3 25 | — | $845.1M | ||
| Q2 25 | — | $844.9M | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.4B |
股东权益JJSFRYN
| Q1 26 | — | $5.3B | ||
| Q4 25 | $912.9M | $2.2B | ||
| Q3 25 | $966.7M | $2.3B | ||
| Q2 25 | $969.9M | $2.3B | ||
| Q1 25 | $935.0M | $1.9B | ||
| Q4 24 | $946.8M | $1.8B | ||
| Q3 24 | $957.0M | $1.8B | ||
| Q2 24 | $937.9M | $1.8B |
总资产JJSFRYN
| Q1 26 | — | $7.7B | ||
| Q4 25 | $1.3B | $3.4B | ||
| Q3 25 | $1.4B | $3.5B | ||
| Q2 25 | $1.4B | $3.5B | ||
| Q1 25 | $1.4B | $3.4B | ||
| Q4 24 | $1.3B | $3.5B | ||
| Q3 24 | $1.4B | $3.5B | ||
| Q2 24 | $1.4B | $3.5B |
负债/权益比JJSFRYN
| Q1 26 | — | 0.39× | ||
| Q4 25 | — | 0.38× | ||
| Q3 25 | — | 0.37× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 0.59× | ||
| Q3 24 | — | 0.72× | ||
| Q2 24 | — | 0.75× |
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% | 7.4% |
| 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
经营现金流JJSFRYN
| Q1 26 | — | — | ||
| Q4 25 | $36.0M | $256.7M | ||
| Q3 25 | $66.4M | $116.2M | ||
| Q2 25 | $51.2M | $61.0M | ||
| Q1 25 | $12.3M | $27.7M | ||
| Q4 24 | $35.2M | $261.6M | ||
| Q3 24 | $46.3M | $66.2M | ||
| Q2 24 | $65.0M | $55.3M |
自由现金流JJSFRYN
| Q1 26 | — | — | ||
| Q4 25 | $17.0M | — | ||
| Q3 25 | $44.8M | $99.9M | ||
| Q2 25 | $28.5M | — | ||
| Q1 25 | $-7.2M | — | ||
| Q4 24 | $16.1M | — | ||
| Q3 24 | $29.1M | $42.2M | ||
| Q2 24 | $45.3M | — |
自由现金流率JJSFRYN
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 10.9% | 56.3% | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | -2.0% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 6.8% | 34.0% | ||
| Q2 24 | 10.3% | — |
资本支出强度JJSFRYN
| Q1 26 | — | 7.4% | ||
| Q4 25 | 5.5% | — | ||
| Q3 25 | 5.3% | 9.2% | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.0% | 19.3% | ||
| Q2 24 | 4.5% | — |
现金转化率JJSFRYN
| Q1 26 | — | — | ||
| Q4 25 | 40.73× | 9.91× | ||
| Q3 25 | 5.84× | 2.69× | ||
| Q2 25 | 1.16× | 0.15× | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | 0.80× | ||
| Q3 24 | 1.56× | 2.30× | ||
| Q2 24 | 1.79× | 29.07× |
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% |
RYN
| Wood Products | $108.5M | 39% |
| Southern Timber | $88.7M | 32% |
| Real Estate | $59.8M | 22% |
| Northwest Timber | $32.1M | 12% |
