vs
J&J SNACK FOODS CORP（JJSF）与null（SDHC）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null的1.3倍（$343.8M vs $260.4M），null净利率更高（1.4% vs 0.3%，领先1.1%），J&J SNACK FOODS CORP同比增速更快（-5.2% vs -9.4%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $8.7M），过去两年null的营收复合增速更高（17.3% 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。
史密斯韦森品牌公司是美国的枪械制造商，总部位于美国田纳西州玛丽维尔，是该领域历史悠久且知名的生产企业，在民用及警用枪械市场拥有较高的认可度。
JJSF vs SDHC — 直观对比
营收规模更大
JJSF
是对方的1.3倍
$260.4M
营收增速更快
JJSF
高出4.2%
-9.4%
净利率更高
SDHC
高出1.1%
0.3%
自由现金流更多
JJSF
多$8.2M
$8.7M
两年增速更快
SDHC
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $260.4M |
| 净利润 | $883.0K | $3.5M |
| 毛利率 | 27.9% | 19.9% |
| 营业利润率 | 0.2% | 6.5% |
| 净利率 | 0.3% | 1.4% |
| 营收同比 | -5.2% | -9.4% |
| 净利润同比 | -82.8% | -14.3% |
| 每股收益（稀释后） | $0.05 | $0.39 |
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JJSFSDHC
| Q4 25 | $343.8M | $260.4M | ||
| Q3 25 | $410.2M | $262.0M | ||
| Q2 25 | $454.3M | $223.9M | ||
| Q1 25 | $356.1M | $224.7M | ||
| Q4 24 | $362.6M | $287.5M | ||
| Q3 24 | $426.8M | $277.8M | ||
| Q2 24 | $440.0M | $220.9M | ||
| Q1 24 | $359.7M | $189.2M |
净利润JJSFSDHC
| Q4 25 | $883.0K | $3.5M | ||
| Q3 25 | $11.4M | $2.1M | ||
| Q2 25 | $44.2M | $2.4M | ||
| Q1 25 | $4.8M | $2.7M | ||
| Q4 24 | $5.1M | $4.1M | ||
| Q3 24 | $29.6M | $5.3M | ||
| Q2 24 | $36.3M | $3.6M | ||
| Q1 24 | $13.3M | $3.0M |
毛利率JJSFSDHC
| Q4 25 | 27.9% | 19.9% | ||
| Q3 25 | 31.7% | 21.0% | ||
| Q2 25 | 33.0% | 23.2% | ||
| Q1 25 | 26.9% | 23.8% | ||
| Q4 24 | 25.9% | 25.5% | ||
| Q3 24 | 31.8% | 26.5% | ||
| Q2 24 | 33.6% | 26.7% | ||
| Q1 24 | 30.1% | 26.1% |
营业利润率JJSFSDHC
| Q4 25 | 0.2% | 6.5% | ||
| Q3 25 | 2.8% | 6.6% | ||
| Q2 25 | 13.3% | 7.7% | ||
| Q1 25 | 1.7% | 8.7% | ||
| Q4 24 | 1.7% | 10.4% | ||
| Q3 24 | 9.3% | 14.2% | ||
| Q2 24 | 11.4% | 11.7% | ||
| Q1 24 | 5.0% | 11.3% |
净利率JJSFSDHC
| Q4 25 | 0.3% | 1.4% | ||
| Q3 25 | 2.8% | 0.8% | ||
| Q2 25 | 9.7% | 1.1% | ||
| Q1 25 | 1.4% | 1.2% | ||
| Q4 24 | 1.4% | 1.4% | ||
| Q3 24 | 6.9% | 1.9% | ||
| Q2 24 | 8.3% | 1.7% | ||
| Q1 24 | 3.7% | 1.6% |
每股收益（稀释后）JJSFSDHC
| Q4 25 | $0.05 | $0.39 | ||
| Q3 25 | $0.59 | $0.24 | ||
| Q2 25 | $2.26 | $0.26 | ||
| Q1 25 | $0.25 | $0.30 | ||
| Q4 24 | $0.26 | $0.50 | ||
| Q3 24 | $1.52 | $0.58 | ||
| Q2 24 | $1.87 | $0.40 | ||
| Q1 24 | $0.69 | $0.33 |
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 | $12.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $86.7M |
| 总资产 | $1.3B | $557.6M |
| 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JJSFSDHC
| Q4 25 | $66.8M | $12.7M | ||
| Q3 25 | $105.9M | $14.8M | ||
| Q2 25 | $77.4M | $16.8M | ||
| Q1 25 | $48.5M | $12.7M | ||
| Q4 24 | $73.6M | $22.4M | ||
| Q3 24 | $73.4M | $23.7M | ||
| Q2 24 | $64.0M | $17.3M | ||
| Q1 24 | $43.6M | $32.8M |
股东权益JJSFSDHC
| Q4 25 | $912.9M | $86.7M | ||
| Q3 25 | $966.7M | $82.2M | ||
| Q2 25 | $969.9M | $80.0M | ||
| Q1 25 | $935.0M | $76.9M | ||
| Q4 24 | $946.8M | $73.6M | ||
| Q3 24 | $957.0M | $68.4M | ||
| Q2 24 | $937.9M | $62.1M | ||
| Q1 24 | $915.7M | $59.7M |
总资产JJSFSDHC
| Q4 25 | $1.3B | $557.6M | ||
| Q3 25 | $1.4B | $571.6M | ||
| Q2 25 | $1.4B | $570.2M | ||
| Q1 25 | $1.4B | $513.9M | ||
| Q4 24 | $1.3B | $475.9M | ||
| Q3 24 | $1.4B | $460.1M | ||
| Q2 24 | $1.4B | $429.3M | ||
| Q1 24 | $1.3B | $401.3M |
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 | $9.8M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $8.7M |
| 自由现金流率自由现金流/营收 | 4.9% | 3.4% |
| 资本支出强度资本支出/营收 | 5.5% | 0.4% |
| 现金转化率经营现金流/净利润 | 40.73× | 2.77× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $-36.9M |
8季度趋势，按日历期对齐
经营现金流JJSFSDHC
| Q4 25 | $36.0M | $9.8M | ||
| Q3 25 | $66.4M | $22.8M | ||
| Q2 25 | $51.2M | $-28.9M | ||
| Q1 25 | $12.3M | $-34.9M | ||
| Q4 24 | $35.2M | $5.5M | ||
| Q3 24 | $46.3M | $22.9M | ||
| Q2 24 | $65.0M | $39.0K | ||
| Q1 24 | $12.7M | $-9.3M |
自由现金流JJSFSDHC
| Q4 25 | $17.0M | $8.7M | ||
| Q3 25 | $44.8M | $21.4M | ||
| Q2 25 | $28.5M | $-31.1M | ||
| Q1 25 | $-7.2M | $-35.9M | ||
| Q4 24 | $16.1M | $4.8M | ||
| Q3 24 | $29.1M | $22.3M | ||
| Q2 24 | $45.3M | $-2.1M | ||
| Q1 24 | $-4.0M | $-9.7M |
自由现金流率JJSFSDHC
| Q4 25 | 4.9% | 3.4% | ||
| Q3 25 | 10.9% | 8.2% | ||
| Q2 25 | 6.3% | -13.9% | ||
| Q1 25 | -2.0% | -16.0% | ||
| Q4 24 | 4.4% | 1.7% | ||
| Q3 24 | 6.8% | 8.0% | ||
| Q2 24 | 10.3% | -1.0% | ||
| Q1 24 | -1.1% | -5.1% |
资本支出强度JJSFSDHC
| Q4 25 | 5.5% | 0.4% | ||
| Q3 25 | 5.3% | 0.5% | ||
| Q2 25 | 5.0% | 0.9% | ||
| Q1 25 | 5.5% | 0.5% | ||
| Q4 24 | 5.3% | 0.2% | ||
| Q3 24 | 4.0% | 0.2% | ||
| Q2 24 | 4.5% | 1.0% | ||
| Q1 24 | 4.6% | 0.2% |
现金转化率JJSFSDHC
| Q4 25 | 40.73× | 2.77× | ||
| Q3 25 | 5.84× | 10.70× | ||
| Q2 25 | 1.16× | -12.24× | ||
| Q1 25 | 2.55× | -13.01× | ||
| Q4 24 | 6.84× | 1.33× | ||
| Q3 24 | 1.56× | 4.28× | ||
| Q2 24 | 1.79× | 0.01× | ||
| Q1 24 | 0.96× | -3.12× |
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% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
