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J&J SNACK FOODS CORP（JJSF）与医疗房产信托（SVC）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的季度营收约是医疗房产信托的1.2倍（$343.8M vs $296.5M），J&J SNACK FOODS CORP净利率更高（0.3% vs -0.3%，领先0.5%），J&J SNACK FOODS CORP同比增速更快（-5.2% vs -17.0%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-95.2M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -6.1%）
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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
JJSF vs SVC — 直观对比
营收规模更大
JJSF
是对方的1.2倍
$296.5M
营收增速更快
JJSF
高出11.8%
-17.0%
净利率更高
JJSF
高出0.5%
-0.3%
自由现金流更多
JJSF
多$112.1M
$-95.2M
两年增速更快
JJSF
近两年复合增速
-6.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $296.5M |
| 净利润 | $883.0K | $-782.0K |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | -3.9% |
| 净利率 | 0.3% | -0.3% |
| 营收同比 | -5.2% | -17.0% |
| 净利润同比 | -82.8% | 99.0% |
| 每股收益（稀释后） | $0.05 | $-0.01 |
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JJSFSVC
| Q4 25 | $343.8M | $296.5M | ||
| Q3 25 | $410.2M | $377.6M | ||
| Q2 25 | $454.3M | $404.4M | ||
| Q1 25 | $356.1M | $335.0M | ||
| Q4 24 | $362.6M | $357.0M | ||
| Q3 24 | $426.8M | $390.9M | ||
| Q2 24 | $440.0M | $412.5M | ||
| Q1 24 | $359.7M | $336.2M |
净利润JJSFSVC
| Q4 25 | $883.0K | $-782.0K | ||
| Q3 25 | $11.4M | $-46.9M | ||
| Q2 25 | $44.2M | $-38.2M | ||
| Q1 25 | $4.8M | $-116.4M | ||
| Q4 24 | $5.1M | $-76.4M | ||
| Q3 24 | $29.6M | $-46.9M | ||
| Q2 24 | $36.3M | $-73.8M | ||
| Q1 24 | $13.3M | $-78.4M |
毛利率JJSFSVC
| Q4 25 | 27.9% | — | ||
| Q3 25 | 31.7% | — | ||
| Q2 25 | 33.0% | — | ||
| 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JJSFSVC
| Q4 25 | 0.2% | -3.9% | ||
| Q3 25 | 2.8% | -12.8% | ||
| Q2 25 | 13.3% | -9.2% | ||
| Q1 25 | 1.7% | -33.3% | ||
| Q4 24 | 1.7% | -19.4% | ||
| Q3 24 | 9.3% | -12.8% | ||
| Q2 24 | 11.4% | -17.1% | ||
| Q1 24 | 5.0% | -21.4% |
净利率JJSFSVC
| Q4 25 | 0.3% | -0.3% | ||
| Q3 25 | 2.8% | -12.4% | ||
| Q2 25 | 9.7% | -9.4% | ||
| Q1 25 | 1.4% | -34.8% | ||
| Q4 24 | 1.4% | -21.4% | ||
| Q3 24 | 6.9% | -12.0% | ||
| Q2 24 | 8.3% | -17.9% | ||
| Q1 24 | 3.7% | -23.3% |
每股收益（稀释后）JJSFSVC
| Q4 25 | $0.05 | $-0.01 | ||
| Q3 25 | $0.59 | $-0.28 | ||
| Q2 25 | $2.26 | $-0.23 | ||
| Q1 25 | $0.25 | $-0.70 | ||
| Q4 24 | $0.26 | $-0.46 | ||
| Q3 24 | $1.52 | $-0.28 | ||
| Q2 24 | $1.87 | $-0.45 | ||
| Q1 24 | $0.69 | $-0.48 |
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 | $346.8M |
| 总债务越低越好 | — | $5.5B |
| 股东权益账面价值 | $912.9M | $646.1M |
| 总资产 | $1.3B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资JJSFSVC
| Q4 25 | $66.8M | $346.8M | ||
| Q3 25 | $105.9M | $417.4M | ||
| Q2 25 | $77.4M | $63.2M | ||
| Q1 25 | $48.5M | $80.1M | ||
| Q4 24 | $73.6M | $143.5M | ||
| Q3 24 | $73.4M | $48.6M | ||
| Q2 24 | $64.0M | $14.6M | ||
| Q1 24 | $43.6M | $71.3M |
总债务JJSFSVC
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益JJSFSVC
| Q4 25 | $912.9M | $646.1M | ||
| Q3 25 | $966.7M | $647.9M | ||
| Q2 25 | $969.9M | $695.9M | ||
| Q1 25 | $935.0M | $734.6M | ||
| Q4 24 | $946.8M | $851.9M | ||
| Q3 24 | $957.0M | $929.0M | ||
| Q2 24 | $937.9M | $1.0B | ||
| Q1 24 | $915.7M | $1.1B |
总资产JJSFSVC
| Q4 25 | $1.3B | $6.5B | ||
| Q3 25 | $1.4B | $7.0B | ||
| Q2 25 | $1.4B | $6.9B | ||
| Q1 25 | $1.4B | $7.0B | ||
| Q4 24 | $1.3B | $7.1B | ||
| Q3 24 | $1.4B | $7.1B | ||
| Q2 24 | $1.4B | $7.1B | ||
| Q1 24 | $1.3B | $7.2B |
负债/权益比JJSFSVC
| Q4 25 | — | 8.52× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.85× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $-95.2M |
| 自由现金流率自由现金流/营收 | 4.9% | -32.1% |
| 资本支出强度资本支出/营收 | 5.5% | 25.9% |
| 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 | $-107.0M |
8季度趋势，按日历期对齐
经营现金流JJSFSVC
| Q4 25 | $36.0M | $-18.5M | ||
| Q3 25 | $66.4M | $98.1M | ||
| Q2 25 | $51.2M | $-7.0K | ||
| Q1 25 | $12.3M | $38.2M | ||
| Q4 24 | $35.2M | $-9.7M | ||
| Q3 24 | $46.3M | $106.2M | ||
| Q2 24 | $65.0M | $43.8M | ||
| Q1 24 | $12.7M | $-926.0K |
自由现金流JJSFSVC
| Q4 25 | $17.0M | $-95.2M | ||
| Q3 25 | $44.8M | $57.9M | ||
| Q2 25 | $28.5M | $-46.6M | ||
| Q1 25 | $-7.2M | $-23.2M | ||
| Q4 24 | $16.1M | $-88.9M | ||
| Q3 24 | $29.1M | $24.1M | ||
| Q2 24 | $45.3M | $-22.3M | ||
| Q1 24 | $-4.0M | $-77.2M |
自由现金流率JJSFSVC
| Q4 25 | 4.9% | -32.1% | ||
| Q3 25 | 10.9% | 15.3% | ||
| Q2 25 | 6.3% | -11.5% | ||
| Q1 25 | -2.0% | -6.9% | ||
| Q4 24 | 4.4% | -24.9% | ||
| Q3 24 | 6.8% | 6.2% | ||
| Q2 24 | 10.3% | -5.4% | ||
| Q1 24 | -1.1% | -23.0% |
资本支出强度JJSFSVC
| Q4 25 | 5.5% | 25.9% | ||
| Q3 25 | 5.3% | 10.6% | ||
| Q2 25 | 5.0% | 11.5% | ||
| Q1 25 | 5.5% | 18.3% | ||
| Q4 24 | 5.3% | 22.2% | ||
| Q3 24 | 4.0% | 21.0% | ||
| Q2 24 | 4.5% | 16.0% | ||
| Q1 24 | 4.6% | 22.7% |
现金转化率JJSFSVC
| 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% |
SVC
暂无分部数据
