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J&J SNACK FOODS CORP（JJSF）与Symbotic Inc.（SYM）财务数据对比。点击上方公司名可切换其他公司
Symbotic Inc.的季度营收约是J&J SNACK FOODS CORP的1.8倍（$630.0M vs $343.8M），Symbotic Inc.净利率更高（2.1% vs 0.3%，领先1.9%），Symbotic Inc.同比增速更快（29.4% vs -5.2%），Symbotic Inc.自由现金流更多（$189.5M vs $17.0M），过去两年Symbotic Inc.的营收复合增速更高（13.2% 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。
Symbotic Inc.是总部位于美国马萨诸塞州威尔明顿的仓储自动化企业，专注于机器人技术在仓储场景的落地应用，为全球客户提供高效智能的仓储自动化解决方案，助力物流运营效率提升、运营成本优化。
JJSF vs SYM — 直观对比
营收规模更大
SYM
是对方的1.8倍
$343.8M
营收增速更快
SYM
高出34.6%
-5.2%
净利率更高
SYM
高出1.9%
0.3%
自由现金流更多
SYM
多$172.5M
$17.0M
两年增速更快
SYM
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $630.0M |
| 净利润 | $883.0K | $13.4M |
| 毛利率 | 27.9% | 21.2% |
| 营业利润率 | 0.2% | 79.9% |
| 净利率 | 0.3% | 2.1% |
| 营收同比 | -5.2% | 29.4% |
| 净利润同比 | -82.8% | 248.9% |
| 每股收益（稀释后） | $0.05 | — |
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JJSFSYM
| Q1 26 | — | $630.0M | ||
| Q4 25 | $343.8M | $630.0M | ||
| Q3 25 | $410.2M | $618.5M | ||
| Q2 25 | $454.3M | $592.1M | ||
| Q1 25 | $356.1M | $549.7M | ||
| Q4 24 | $362.6M | $486.7M | ||
| Q3 24 | $426.8M | $503.6M | ||
| Q2 24 | $440.0M | $491.9M |
净利润JJSFSYM
| Q1 26 | — | $13.4M | ||
| Q4 25 | $883.0K | $2.6M | ||
| Q3 25 | $11.4M | $-3.6M | ||
| Q2 25 | $44.2M | $-5.9M | ||
| Q1 25 | $4.8M | $-3.9M | ||
| Q4 24 | $5.1M | $-3.5M | ||
| Q3 24 | $29.6M | $-2.5M | ||
| Q2 24 | $36.3M | $-2.5M |
毛利率JJSFSYM
| Q1 26 | — | 21.2% | ||
| Q4 25 | 27.9% | 21.2% | ||
| Q3 25 | 31.7% | 20.6% | ||
| Q2 25 | 33.0% | 18.2% | ||
| Q1 25 | 26.9% | 19.6% | ||
| Q4 24 | 25.9% | 16.4% | ||
| Q3 24 | 31.8% | 12.7% | ||
| Q2 24 | 33.6% | 13.7% |
营业利润率JJSFSYM
| Q1 26 | — | 79.9% | ||
| Q4 25 | 0.2% | 1.0% | ||
| Q3 25 | 2.8% | -3.5% | ||
| Q2 25 | 13.3% | -6.2% | ||
| Q1 25 | 1.7% | -5.8% | ||
| Q4 24 | 1.7% | -5.1% | ||
| Q3 24 | 9.3% | -4.3% | ||
| Q2 24 | 11.4% | -5.1% |
净利率JJSFSYM
| Q1 26 | — | 2.1% | ||
| Q4 25 | 0.3% | 0.4% | ||
| Q3 25 | 2.8% | -0.6% | ||
| Q2 25 | 9.7% | -1.0% | ||
| Q1 25 | 1.4% | -0.7% | ||
| Q4 24 | 1.4% | -0.7% | ||
| Q3 24 | 6.9% | -0.5% | ||
| Q2 24 | 8.3% | -0.5% |
每股收益（稀释后）JJSFSYM
| Q1 26 | — | — | ||
| Q4 25 | $0.05 | $0.02 | ||
| Q3 25 | $0.59 | $-0.04 | ||
| Q2 25 | $2.26 | $-0.05 | ||
| Q1 25 | $0.25 | $-0.04 | ||
| Q4 24 | $0.26 | $-0.03 | ||
| Q3 24 | $1.52 | $-0.03 | ||
| Q2 24 | $1.87 | $-0.02 |
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 | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $663.8M |
| 总资产 | $1.3B | $3.0B |
| 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JJSFSYM
| Q1 26 | — | $1.8B | ||
| Q4 25 | $66.8M | $1.8B | ||
| Q3 25 | $105.9M | $1.2B | ||
| Q2 25 | $77.4M | $777.6M | ||
| Q1 25 | $48.5M | $954.9M | ||
| Q4 24 | $73.6M | $903.0M | ||
| Q3 24 | $73.4M | $727.3M | ||
| Q2 24 | $64.0M | $870.5M |
股东权益JJSFSYM
| Q1 26 | — | $663.8M | ||
| Q4 25 | $912.9M | $663.8M | ||
| Q3 25 | $966.7M | $221.3M | ||
| Q2 25 | $969.9M | $210.8M | ||
| Q1 25 | $935.0M | $205.4M | ||
| Q4 24 | $946.8M | $196.5M | ||
| Q3 24 | $957.0M | $197.2M | ||
| Q2 24 | $937.9M | $418.7M |
总资产JJSFSYM
| Q1 26 | — | $3.0B | ||
| Q4 25 | $1.3B | $3.0B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.4B | $1.6B |
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 | $191.5M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $189.5M |
| 自由现金流率自由现金流/营收 | 4.9% | 30.1% |
| 资本支出强度资本支出/营收 | 5.5% | — |
| 现金转化率经营现金流/净利润 | 40.73× | 14.34× |
| 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JJSFSYM
| Q1 26 | — | $191.5M | ||
| Q4 25 | $36.0M | $191.5M | ||
| Q3 25 | $66.4M | $530.7M | ||
| Q2 25 | $51.2M | $-138.3M | ||
| Q1 25 | $12.3M | $269.6M | ||
| Q4 24 | $35.2M | $205.0M | ||
| Q3 24 | $46.3M | $-99.4M | ||
| Q2 24 | $65.0M | $50.4M |
自由现金流JJSFSYM
| Q1 26 | — | $189.5M | ||
| Q4 25 | $17.0M | — | ||
| Q3 25 | $44.8M | — | ||
| Q2 25 | $28.5M | — | ||
| Q1 25 | $-7.2M | — | ||
| Q4 24 | $16.1M | $197.7M | ||
| Q3 24 | $29.1M | $-120.1M | ||
| Q2 24 | $45.3M | $33.5M |
自由现金流率JJSFSYM
| Q1 26 | — | 30.1% | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | -2.0% | — | ||
| Q4 24 | 4.4% | 40.6% | ||
| Q3 24 | 6.8% | -23.9% | ||
| Q2 24 | 10.3% | 6.8% |
资本支出强度JJSFSYM
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 5.3% | 1.5% | ||
| Q3 24 | 4.0% | 4.1% | ||
| Q2 24 | 4.5% | 3.4% |
现金转化率JJSFSYM
| Q1 26 | — | 14.34× | ||
| Q4 25 | 40.73× | 73.61× | ||
| Q3 25 | 5.84× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 1.79× | — |
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% |
SYM
| Systems | $590.3M | 94% |
| Operation services | $28.8M | 5% |
| Software maintenance and support | $10.9M | 2% |
