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J&J SNACK FOODS CORP（JJSF）与全食超市（SMPL）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的季度营收约是全食超市的1.0倍（$343.8M vs $340.2M），全食超市净利率更高（7.4% vs 0.3%，领先7.2%），全食超市同比增速更快（-0.3% vs -5.2%），全食超市自由现金流更多（$48.0M vs $17.0M），过去两年全食超市的营收复合增速更高（3.0% 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。
全食超市是总部位于美国得克萨斯州奥斯汀的跨国连锁超市，现为亚马逊全资旗下品牌。门店主打无氢化脂肪、人工色素、人工香精、防腐剂的天然食品，是美国农业部认证的有机食品零售商，以丰富的有机商品选择深受消费者欢迎。
JJSF vs SMPL — 直观对比
营收规模更大
JJSF
是对方的1.0倍
$340.2M
营收增速更快
SMPL
高出4.9%
-5.2%
净利率更高
SMPL
高出7.2%
0.3%
自由现金流更多
SMPL
多$31.0M
$17.0M
两年增速更快
SMPL
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $340.2M |
| 净利润 | $883.0K | $25.3M |
| 毛利率 | 27.9% | 32.3% |
| 营业利润率 | 0.2% | 11.0% |
| 净利率 | 0.3% | 7.4% |
| 营收同比 | -5.2% | -0.3% |
| 净利润同比 | -82.8% | -33.7% |
| 每股收益（稀释后） | $0.05 | $0.26 |
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JJSFSMPL
| Q4 25 | $343.8M | $340.2M | ||
| Q3 25 | $410.2M | — | ||
| Q2 25 | $454.3M | $381.0M | ||
| Q1 25 | $356.1M | — | ||
| Q4 24 | $362.6M | $341.3M | ||
| Q3 24 | $426.8M | $375.7M | ||
| Q2 24 | $440.0M | $334.8M | ||
| Q1 24 | $359.7M | $312.2M |
净利润JJSFSMPL
| Q4 25 | $883.0K | $25.3M | ||
| Q3 25 | $11.4M | — | ||
| Q2 25 | $44.2M | $41.1M | ||
| Q1 25 | $4.8M | — | ||
| Q4 24 | $5.1M | $38.1M | ||
| Q3 24 | $29.6M | $29.3M | ||
| Q2 24 | $36.3M | $41.3M | ||
| Q1 24 | $13.3M | $33.1M |
毛利率JJSFSMPL
| Q4 25 | 27.9% | 32.3% | ||
| Q3 25 | 31.7% | — | ||
| Q2 25 | 33.0% | 36.4% | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 25.9% | 38.2% | ||
| Q3 24 | 31.8% | 38.8% | ||
| Q2 24 | 33.6% | 39.9% | ||
| Q1 24 | 30.1% | 37.4% |
营业利润率JJSFSMPL
| Q4 25 | 0.2% | 11.0% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 13.3% | 15.6% | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 1.7% | 16.0% | ||
| Q3 24 | 9.3% | 12.7% | ||
| Q2 24 | 11.4% | 17.6% | ||
| Q1 24 | 5.0% | 15.4% |
净利率JJSFSMPL
| Q4 25 | 0.3% | 7.4% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 9.7% | 10.8% | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 1.4% | 11.2% | ||
| Q3 24 | 6.9% | 7.8% | ||
| Q2 24 | 8.3% | 12.3% | ||
| Q1 24 | 3.7% | 10.6% |
每股收益（稀释后）JJSFSMPL
| Q4 25 | $0.05 | $0.26 | ||
| Q3 25 | $0.59 | — | ||
| Q2 25 | $2.26 | $0.40 | ||
| Q1 25 | $0.25 | — | ||
| Q4 24 | $0.26 | $0.38 | ||
| Q3 24 | $1.52 | $0.29 | ||
| Q2 24 | $1.87 | $0.41 | ||
| 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 | $194.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $1.7B |
| 总资产 | $1.3B | $2.5B |
| 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JJSFSMPL
| Q4 25 | $66.8M | $194.1M | ||
| Q3 25 | $105.9M | — | ||
| Q2 25 | $77.4M | $98.0M | ||
| Q1 25 | $48.5M | — | ||
| Q4 24 | $73.6M | $121.8M | ||
| Q3 24 | $73.4M | $132.5M | ||
| Q2 24 | $64.0M | $208.7M | ||
| Q1 24 | $43.6M | $135.9M |
总债务JJSFSMPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $397.5M | ||
| Q2 24 | — | $237.7M | ||
| Q1 24 | — | $237.7M |
股东权益JJSFSMPL
| Q4 25 | $912.9M | $1.7B | ||
| Q3 25 | $966.7M | — | ||
| Q2 25 | $969.9M | $1.8B | ||
| Q1 25 | $935.0M | — | ||
| Q4 24 | $946.8M | $1.8B | ||
| Q3 24 | $957.0M | $1.7B | ||
| Q2 24 | $937.9M | $1.7B | ||
| Q1 24 | $915.7M | $1.6B |
总资产JJSFSMPL
| Q4 25 | $1.3B | $2.5B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | $2.4B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.3B | $2.4B | ||
| Q3 24 | $1.4B | $2.4B | ||
| Q2 24 | $1.4B | $2.2B | ||
| Q1 24 | $1.3B | $2.1B |
负债/权益比JJSFSMPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $48.0M |
| 自由现金流率自由现金流/营收 | 4.9% | 14.1% |
| 资本支出强度资本支出/营收 | 5.5% | 0.6% |
| 现金转化率经营现金流/净利润 | 40.73× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $223.6M |
8季度趋势，按日历期对齐
经营现金流JJSFSMPL
| Q4 25 | $36.0M | $50.1M | ||
| Q3 25 | $66.4M | — | ||
| Q2 25 | $51.2M | $101.1M | ||
| Q1 25 | $12.3M | — | ||
| Q4 24 | $35.2M | $32.0M | ||
| Q3 24 | $46.3M | $48.9M | ||
| Q2 24 | $65.0M | $72.8M | ||
| Q1 24 | $12.7M | $46.5M |
自由现金流JJSFSMPL
| Q4 25 | $17.0M | $48.0M | ||
| Q3 25 | $44.8M | — | ||
| Q2 25 | $28.5M | $98.9M | ||
| Q1 25 | $-7.2M | — | ||
| Q4 24 | $16.1M | $31.7M | ||
| Q3 24 | $29.1M | $45.0M | ||
| Q2 24 | $45.3M | $72.0M | ||
| Q1 24 | $-4.0M | $46.1M |
自由现金流率JJSFSMPL
| Q4 25 | 4.9% | 14.1% | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 6.3% | 25.9% | ||
| Q1 25 | -2.0% | — | ||
| Q4 24 | 4.4% | 9.3% | ||
| Q3 24 | 6.8% | 12.0% | ||
| Q2 24 | 10.3% | 21.5% | ||
| Q1 24 | -1.1% | 14.8% |
资本支出强度JJSFSMPL
| Q4 25 | 5.5% | 0.6% | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 5.0% | 0.6% | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 5.3% | 0.1% | ||
| Q3 24 | 4.0% | 1.0% | ||
| Q2 24 | 4.5% | 0.2% | ||
| Q1 24 | 4.6% | 0.1% |
现金转化率JJSFSMPL
| Q4 25 | 40.73× | 1.98× | ||
| Q3 25 | 5.84× | — | ||
| Q2 25 | 1.16× | 2.46× | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | 0.84× | ||
| Q3 24 | 1.56× | 1.67× | ||
| Q2 24 | 1.79× | 1.76× | ||
| Q1 24 | 0.96× | 1.40× |
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% |
SMPL
| Quest | $211.4M | 62% |
| Atkins Domain | $79.7M | 23% |
| OWYN | $28.1M | 8% |
| Other | $20.9M | 6% |
