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J&J SNACK FOODS CORP（JJSF）与STANDARD MOTOR PRODUCTS, INC.（SMP）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是J&J SNACK FOODS CORP的1.1倍（$385.1M vs $343.8M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs 0.3%，领先1.8%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% 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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
JJSF vs SMP — 直观对比
营收规模更大
SMP
是对方的1.1倍
$343.8M
营收增速更快
SMP
高出17.3%
-5.2%
净利率更高
SMP
高出1.8%
0.3%
自由现金流更多
JJSF
多$54.6M
$-37.6M
两年增速更快
SMP
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $385.1M |
| 净利润 | $883.0K | $7.9M |
| 毛利率 | 27.9% | 31.7% |
| 营业利润率 | 0.2% | 5.6% |
| 净利率 | 0.3% | 2.0% |
| 营收同比 | -5.2% | 12.2% |
| 净利润同比 | -82.8% | 457.9% |
| 每股收益（稀释后） | $0.05 | $0.34 |
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JJSFSMP
| Q4 25 | $343.8M | $385.1M | ||
| Q3 25 | $410.2M | $498.8M | ||
| Q2 25 | $454.3M | $493.9M | ||
| Q1 25 | $356.1M | $413.4M | ||
| Q4 24 | $362.6M | $343.4M | ||
| Q3 24 | $426.8M | $399.3M | ||
| Q2 24 | $440.0M | $389.8M | ||
| Q1 24 | $359.7M | $331.4M |
净利润JJSFSMP
| Q4 25 | $883.0K | $7.9M | ||
| Q3 25 | $11.4M | $-4.3M | ||
| Q2 25 | $44.2M | $25.2M | ||
| Q1 25 | $4.8M | $12.6M | ||
| Q4 24 | $5.1M | $-2.2M | ||
| Q3 24 | $29.6M | $3.8M | ||
| Q2 24 | $36.3M | $17.1M | ||
| Q1 24 | $13.3M | $8.8M |
毛利率JJSFSMP
| Q4 25 | 27.9% | 31.7% | ||
| Q3 25 | 31.7% | 32.4% | ||
| Q2 25 | 33.0% | 30.6% | ||
| Q1 25 | 26.9% | 30.2% | ||
| Q4 24 | 25.9% | 29.4% | ||
| Q3 24 | 31.8% | 30.4% | ||
| Q2 24 | 33.6% | 28.6% | ||
| Q1 24 | 30.1% | 27.0% |
营业利润率JJSFSMP
| Q4 25 | 0.2% | 5.6% | ||
| Q3 25 | 2.8% | 9.5% | ||
| Q2 25 | 13.3% | 8.7% | ||
| Q1 25 | 1.7% | 5.9% | ||
| Q4 24 | 1.7% | 1.1% | ||
| Q3 24 | 9.3% | 9.3% | ||
| Q2 24 | 11.4% | 6.4% | ||
| Q1 24 | 5.0% | 4.4% |
净利率JJSFSMP
| Q4 25 | 0.3% | 2.0% | ||
| Q3 25 | 2.8% | -0.9% | ||
| Q2 25 | 9.7% | 5.1% | ||
| Q1 25 | 1.4% | 3.0% | ||
| Q4 24 | 1.4% | -0.6% | ||
| Q3 24 | 6.9% | 1.0% | ||
| Q2 24 | 8.3% | 4.4% | ||
| Q1 24 | 3.7% | 2.7% |
每股收益（稀释后）JJSFSMP
| Q4 25 | $0.05 | $0.34 | ||
| Q3 25 | $0.59 | $-0.19 | ||
| Q2 25 | $2.26 | $1.13 | ||
| Q1 25 | $0.25 | $0.56 | ||
| Q4 24 | $0.26 | $-0.09 | ||
| Q3 24 | $1.52 | $0.17 | ||
| Q2 24 | $1.87 | $0.77 | ||
| Q1 24 | $0.69 | $0.39 |
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 | — |
| 总债务越低越好 | — | $618.7M |
| 股东权益账面价值 | $912.9M | $683.7M |
| 总资产 | $1.3B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资JJSFSMP
| Q4 25 | $66.8M | — | ||
| Q3 25 | $105.9M | $87.2M | ||
| Q2 25 | $77.4M | $58.8M | ||
| Q1 25 | $48.5M | $50.3M | ||
| Q4 24 | $73.6M | $44.4M | ||
| Q3 24 | $73.4M | $26.3M | ||
| Q2 24 | $64.0M | $26.2M | ||
| Q1 24 | $43.6M | $27.1M |
总债务JJSFSMP
| Q4 25 | — | $618.7M | ||
| Q3 25 | — | $589.5M | ||
| Q2 25 | — | $636.6M | ||
| Q1 25 | — | $650.6M | ||
| Q4 24 | — | $562.3M | ||
| Q3 24 | — | $142.8M | ||
| Q2 24 | — | $208.2M | ||
| Q1 24 | — | $214.9M |
股东权益JJSFSMP
| Q4 25 | $912.9M | $683.7M | ||
| Q3 25 | $966.7M | $677.4M | ||
| Q2 25 | $969.9M | $688.6M | ||
| Q1 25 | $935.0M | $638.0M | ||
| Q4 24 | $946.8M | $615.7M | ||
| Q3 24 | $957.0M | $638.8M | ||
| Q2 24 | $937.9M | $640.0M | ||
| Q1 24 | $915.7M | $639.1M |
总资产JJSFSMP
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.4B | $2.0B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.4B | $1.4B | ||
| Q1 24 | $1.3B | $1.4B |
负债/权益比JJSFSMP
| Q4 25 | — | 0.90× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $-37.6M |
| 自由现金流率自由现金流/营收 | 4.9% | -9.8% |
| 资本支出强度资本支出/营收 | 5.5% | 2.4% |
| 现金转化率经营现金流/净利润 | 40.73× | -3.59× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $18.7M |
8季度趋势，按日历期对齐
经营现金流JJSFSMP
| Q4 25 | $36.0M | $-28.2M | ||
| Q3 25 | $66.4M | $91.6M | ||
| Q2 25 | $51.2M | $54.3M | ||
| Q1 25 | $12.3M | $-60.2M | ||
| Q4 24 | $35.2M | $-1.5M | ||
| Q3 24 | $46.3M | $88.3M | ||
| Q2 24 | $65.0M | $35.6M | ||
| Q1 24 | $12.7M | $-45.7M |
自由现金流JJSFSMP
| Q4 25 | $17.0M | $-37.6M | ||
| Q3 25 | $44.8M | $81.5M | ||
| Q2 25 | $28.5M | $44.2M | ||
| Q1 25 | $-7.2M | $-69.4M | ||
| Q4 24 | $16.1M | $-11.4M | ||
| Q3 24 | $29.1M | $77.1M | ||
| Q2 24 | $45.3M | $22.7M | ||
| Q1 24 | $-4.0M | $-55.8M |
自由现金流率JJSFSMP
| Q4 25 | 4.9% | -9.8% | ||
| Q3 25 | 10.9% | 16.3% | ||
| Q2 25 | 6.3% | 8.9% | ||
| Q1 25 | -2.0% | -16.8% | ||
| Q4 24 | 4.4% | -3.3% | ||
| Q3 24 | 6.8% | 19.3% | ||
| Q2 24 | 10.3% | 5.8% | ||
| Q1 24 | -1.1% | -16.8% |
资本支出强度JJSFSMP
| Q4 25 | 5.5% | 2.4% | ||
| Q3 25 | 5.3% | 2.0% | ||
| Q2 25 | 5.0% | 2.1% | ||
| Q1 25 | 5.5% | 2.2% | ||
| Q4 24 | 5.3% | 2.9% | ||
| Q3 24 | 4.0% | 2.8% | ||
| Q2 24 | 4.5% | 3.3% | ||
| Q1 24 | 4.6% | 3.0% |
现金转化率JJSFSMP
| Q4 25 | 40.73× | -3.59× | ||
| Q3 25 | 5.84× | — | ||
| Q2 25 | 1.16× | 2.15× | ||
| Q1 25 | 2.55× | -4.79× | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | 23.19× | ||
| Q2 24 | 1.79× | 2.09× | ||
| Q1 24 | 0.96× | -5.18× |
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% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
