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J&J SNACK FOODS CORP（JJSF）与SentinelOne, Inc.（S）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SentinelOne, Inc.的1.3倍（$343.8M vs $258.9M），J&J SNACK FOODS CORP净利率更高（0.3% vs -23.3%，领先23.5%），SentinelOne, Inc.同比增速更快（22.9% vs -5.2%），SentinelOne, Inc.自由现金流更多（$20.9M vs $17.0M）
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。
SentinelOne是总部位于美国加利福尼亚州山景城的纽交所上市网络安全企业，2013年成立，CEO为托默·魏因加滕，全球约有2800名员工，在五座城市设有办公点。公司依托机器学习技术监控个人电脑、物联网设备及云工作负载，提供专业网络安全防护服务。
JJSF vs S — 直观对比
营收规模更大
JJSF
是对方的1.3倍
$258.9M
营收增速更快
S
高出28.1%
-5.2%
净利率更高
JJSF
高出23.5%
-23.3%
自由现金流更多
S
多$3.9M
$17.0M
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $258.9M |
| 净利润 | $883.0K | $-60.3M |
| 毛利率 | 27.9% | 73.8% |
| 营业利润率 | 0.2% | -28.3% |
| 净利率 | 0.3% | -23.3% |
| 营收同比 | -5.2% | 22.9% |
| 净利润同比 | -82.8% | 23.1% |
| 每股收益（稀释后） | $0.05 | $-0.18 |
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JJSFS
| Q4 25 | $343.8M | $258.9M | ||
| Q3 25 | $410.2M | $242.2M | ||
| Q2 25 | $454.3M | $229.0M | ||
| Q1 25 | $356.1M | — | ||
| Q4 24 | $362.6M | — | ||
| Q3 24 | $426.8M | — | ||
| Q2 24 | $440.0M | — | ||
| Q1 24 | $359.7M | — |
净利润JJSFS
| Q4 25 | $883.0K | $-60.3M | ||
| Q3 25 | $11.4M | $-72.0M | ||
| Q2 25 | $44.2M | $-208.2M | ||
| Q1 25 | $4.8M | — | ||
| Q4 24 | $5.1M | — | ||
| Q3 24 | $29.6M | — | ||
| Q2 24 | $36.3M | — | ||
| Q1 24 | $13.3M | — |
毛利率JJSFS
| Q4 25 | 27.9% | 73.8% | ||
| Q3 25 | 31.7% | 75.0% | ||
| Q2 25 | 33.0% | 75.3% | ||
| 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JJSFS
| Q4 25 | 0.2% | -28.3% | ||
| Q3 25 | 2.8% | -33.3% | ||
| Q2 25 | 13.3% | -38.2% | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 11.4% | — | ||
| Q1 24 | 5.0% | — |
净利率JJSFS
| Q4 25 | 0.3% | -23.3% | ||
| Q3 25 | 2.8% | -29.7% | ||
| Q2 25 | 9.7% | -90.9% | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 6.9% | — | ||
| Q2 24 | 8.3% | — | ||
| Q1 24 | 3.7% | — |
每股收益（稀释后）JJSFS
| Q4 25 | $0.05 | $-0.18 | ||
| Q3 25 | $0.59 | $-0.22 | ||
| Q2 25 | $2.26 | $-0.63 | ||
| Q1 25 | $0.25 | — | ||
| Q4 24 | $0.26 | — | ||
| Q3 24 | $1.52 | — | ||
| Q2 24 | $1.87 | — | ||
| Q1 24 | $0.69 | — |
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 | $649.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $1.5B |
| 总资产 | $1.3B | $2.4B |
| 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JJSFS
| Q4 25 | $66.8M | $649.8M | ||
| Q3 25 | $105.9M | $810.8M | ||
| Q2 25 | $77.4M | $766.9M | ||
| Q1 25 | $48.5M | — | ||
| Q4 24 | $73.6M | — | ||
| Q3 24 | $73.4M | — | ||
| Q2 24 | $64.0M | — | ||
| Q1 24 | $43.6M | — |
股东权益JJSFS
| Q4 25 | $912.9M | $1.5B | ||
| Q3 25 | $966.7M | $1.5B | ||
| Q2 25 | $969.9M | $1.5B | ||
| Q1 25 | $935.0M | — | ||
| Q4 24 | $946.8M | — | ||
| Q3 24 | $957.0M | — | ||
| Q2 24 | $937.9M | — | ||
| Q1 24 | $915.7M | — |
总资产JJSFS
| Q4 25 | $1.3B | $2.4B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.4B | $2.4B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.3B | — |
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 | $21.0M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $20.9M |
| 自由现金流率自由现金流/营收 | 4.9% | 8.1% |
| 资本支出强度资本支出/营收 | 5.5% | 0.0% |
| 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JJSFS
| Q4 25 | $36.0M | $21.0M | ||
| Q3 25 | $66.4M | $-1.0M | ||
| Q2 25 | $51.2M | $52.3M | ||
| Q1 25 | $12.3M | — | ||
| Q4 24 | $35.2M | — | ||
| Q3 24 | $46.3M | — | ||
| Q2 24 | $65.0M | — | ||
| Q1 24 | $12.7M | — |
自由现金流JJSFS
| Q4 25 | $17.0M | $20.9M | ||
| Q3 25 | $44.8M | $-1.3M | ||
| Q2 25 | $28.5M | $52.1M | ||
| 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JJSFS
| Q4 25 | 4.9% | 8.1% | ||
| Q3 25 | 10.9% | -0.5% | ||
| Q2 25 | 6.3% | 22.8% | ||
| 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JJSFS
| Q4 25 | 5.5% | 0.0% | ||
| Q3 25 | 5.3% | 0.1% | ||
| Q2 25 | 5.0% | 0.1% | ||
| 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JJSFS
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 1.79× | — | ||
| Q1 24 | 0.96× | — |
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% |
S
| US | $154.8M | 60% |
| Non Us | $104.1M | 40% |
