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J&J SNACK FOODS CORP（JJSF）与TERADATA CORP（TDC）财务数据对比。点击上方公司名可切换其他公司
TERADATA CORP的季度营收约是J&J SNACK FOODS CORP的1.2倍（$421.0M vs $343.8M），TERADATA CORP净利率更高（8.8% vs 0.3%，领先8.5%），TERADATA CORP同比增速更快（2.9% vs -5.2%），TERADATA CORP自由现金流更多（$151.0M vs $17.0M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -4.8%）
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。
Teradata是全球知名的企业级软件与数据分析服务商，提供云原生数据平台、高级分析工具及专业咨询服务，服务金融、零售、电信、医疗等行业的大型企业客户，助力客户整合海量数据，实现数据驱动的业务决策。
JJSF vs TDC — 直观对比
营收规模更大
TDC
是对方的1.2倍
$343.8M
营收增速更快
TDC
高出8.1%
-5.2%
净利率更高
TDC
高出8.5%
0.3%
自由现金流更多
TDC
多$134.0M
$17.0M
两年增速更快
JJSF
近两年复合增速
-4.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $421.0M |
| 净利润 | $883.0K | $37.0M |
| 毛利率 | 27.9% | 60.8% |
| 营业利润率 | 0.2% | 12.8% |
| 净利率 | 0.3% | 8.8% |
| 营收同比 | -5.2% | 2.9% |
| 净利润同比 | -82.8% | 48.0% |
| 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JJSFTDC
| Q4 25 | $343.8M | $421.0M | ||
| Q3 25 | $410.2M | $416.0M | ||
| Q2 25 | $454.3M | $408.0M | ||
| Q1 25 | $356.1M | $418.0M | ||
| Q4 24 | $362.6M | $409.0M | ||
| Q3 24 | $426.8M | $440.0M | ||
| Q2 24 | $440.0M | $436.0M | ||
| Q1 24 | $359.7M | $465.0M |
净利润JJSFTDC
| Q4 25 | $883.0K | $37.0M | ||
| Q3 25 | $11.4M | $40.0M | ||
| Q2 25 | $44.2M | $9.0M | ||
| Q1 25 | $4.8M | $44.0M | ||
| Q4 24 | $5.1M | $25.0M | ||
| Q3 24 | $29.6M | $32.0M | ||
| Q2 24 | $36.3M | $37.0M | ||
| Q1 24 | $13.3M | $20.0M |
毛利率JJSFTDC
| Q4 25 | 27.9% | 60.8% | ||
| Q3 25 | 31.7% | 60.8% | ||
| Q2 25 | 33.0% | 56.4% | ||
| Q1 25 | 26.9% | 59.3% | ||
| Q4 24 | 25.9% | 59.4% | ||
| Q3 24 | 31.8% | 60.5% | ||
| Q2 24 | 33.6% | 60.8% | ||
| Q1 24 | 30.1% | 61.1% |
营业利润率JJSFTDC
| Q4 25 | 0.2% | 12.8% | ||
| Q3 25 | 2.8% | 14.7% | ||
| Q2 25 | 13.3% | 5.9% | ||
| Q1 25 | 1.7% | 15.8% | ||
| Q4 24 | 1.7% | 9.5% | ||
| Q3 24 | 9.3% | 12.7% | ||
| Q2 24 | 11.4% | 15.1% | ||
| Q1 24 | 5.0% | 10.3% |
净利率JJSFTDC
| Q4 25 | 0.3% | 8.8% | ||
| Q3 25 | 2.8% | 9.6% | ||
| Q2 25 | 9.7% | 2.2% | ||
| Q1 25 | 1.4% | 10.5% | ||
| Q4 24 | 1.4% | 6.1% | ||
| Q3 24 | 6.9% | 7.3% | ||
| Q2 24 | 8.3% | 8.5% | ||
| Q1 24 | 3.7% | 4.3% |
每股收益（稀释后）JJSFTDC
| Q4 25 | $0.05 | $0.39 | ||
| Q3 25 | $0.59 | $0.42 | ||
| Q2 25 | $2.26 | $0.09 | ||
| Q1 25 | $0.25 | $0.45 | ||
| Q4 24 | $0.26 | $0.25 | ||
| Q3 24 | $1.52 | $0.33 | ||
| Q2 24 | $1.87 | $0.38 | ||
| Q1 24 | $0.69 | $0.20 |
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 | $493.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $230.0M |
| 总资产 | $1.3B | $1.8B |
| 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JJSFTDC
| Q4 25 | $66.8M | $493.0M | ||
| Q3 25 | $105.9M | $406.0M | ||
| Q2 25 | $77.4M | $369.0M | ||
| Q1 25 | $48.5M | $368.0M | ||
| Q4 24 | $73.6M | $420.0M | ||
| Q3 24 | $73.4M | $348.0M | ||
| Q2 24 | $64.0M | $301.0M | ||
| Q1 24 | $43.6M | $337.0M |
股东权益JJSFTDC
| Q4 25 | $912.9M | $230.0M | ||
| Q3 25 | $966.7M | $219.0M | ||
| Q2 25 | $969.9M | $176.0M | ||
| Q1 25 | $935.0M | $158.0M | ||
| Q4 24 | $946.8M | $133.0M | ||
| Q3 24 | $957.0M | $125.0M | ||
| Q2 24 | $937.9M | $75.0M | ||
| Q1 24 | $915.7M | $54.0M |
总资产JJSFTDC
| Q4 25 | $1.3B | $1.8B | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.6B | ||
| Q1 24 | $1.3B | $1.7B |
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 | $160.0M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $151.0M |
| 自由现金流率自由现金流/营收 | 4.9% | 35.9% |
| 资本支出强度资本支出/营收 | 5.5% | 2.1% |
| 现金转化率经营现金流/净利润 | 40.73× | 4.32× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $286.0M |
8季度趋势，按日历期对齐
经营现金流JJSFTDC
| Q4 25 | $36.0M | $160.0M | ||
| Q3 25 | $66.4M | $94.0M | ||
| Q2 25 | $51.2M | $43.0M | ||
| Q1 25 | $12.3M | $8.0M | ||
| Q4 24 | $35.2M | $156.0M | ||
| Q3 24 | $46.3M | $77.0M | ||
| Q2 24 | $65.0M | $43.0M | ||
| Q1 24 | $12.7M | $27.0M |
自由现金流JJSFTDC
| Q4 25 | $17.0M | $151.0M | ||
| Q3 25 | $44.8M | $89.0M | ||
| Q2 25 | $28.5M | $39.0M | ||
| Q1 25 | $-7.2M | $7.0M | ||
| Q4 24 | $16.1M | $149.0M | ||
| Q3 24 | $29.1M | $69.0M | ||
| Q2 24 | $45.3M | $40.0M | ||
| Q1 24 | $-4.0M | $21.0M |
自由现金流率JJSFTDC
| Q4 25 | 4.9% | 35.9% | ||
| Q3 25 | 10.9% | 21.4% | ||
| Q2 25 | 6.3% | 9.6% | ||
| Q1 25 | -2.0% | 1.7% | ||
| Q4 24 | 4.4% | 36.4% | ||
| Q3 24 | 6.8% | 15.7% | ||
| Q2 24 | 10.3% | 9.2% | ||
| Q1 24 | -1.1% | 4.5% |
资本支出强度JJSFTDC
| Q4 25 | 5.5% | 2.1% | ||
| Q3 25 | 5.3% | 1.2% | ||
| Q2 25 | 5.0% | 1.0% | ||
| Q1 25 | 5.5% | 0.2% | ||
| Q4 24 | 5.3% | 1.7% | ||
| Q3 24 | 4.0% | 1.8% | ||
| Q2 24 | 4.5% | 0.7% | ||
| Q1 24 | 4.6% | 1.3% |
现金转化率JJSFTDC
| Q4 25 | 40.73× | 4.32× | ||
| Q3 25 | 5.84× | 2.35× | ||
| Q2 25 | 1.16× | 4.78× | ||
| Q1 25 | 2.55× | 0.18× | ||
| Q4 24 | 6.84× | 6.24× | ||
| Q3 24 | 1.56× | 2.41× | ||
| Q2 24 | 1.79× | 1.16× | ||
| Q1 24 | 0.96× | 1.35× |
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% |
TDC
| Services And Other Recurring | $302.0M | 72% |
| Subscription Software License Recurring | $65.0M | 15% |
| Consulting Services Segment | $53.0M | 13% |
| Software And Hardware Perpetual | $1.0M | 0% |
