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J&J SNACK FOODS CORP（JJSF）与Texas Pacific Land Corporation（TPL）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Texas Pacific Land Corporation的1.6倍（$343.8M vs $211.6M），Texas Pacific Land Corporation净利率更高（58.3% vs 0.3%，领先58.0%），Texas Pacific Land Corporation同比增速更快（13.9% vs -5.2%），过去两年Texas Pacific Land Corporation的营收复合增速更高（10.2% 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。
Texas Pacific Land Corporation（简称TPL）是一家公开上市的不动产运营企业，行政总部位于美国得克萨斯州达拉斯市。公司在得州西部20个郡拥有逾88万英亩（约3600平方公里）土地，是得州规模最大的私人土地所有者之一，前身为得克萨斯太平洋土地信托。
JJSF vs TPL — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $211.6M |
| 净利润 | $883.0K | $123.3M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 70.5% |
| 净利率 | 0.3% | 58.3% |
| 营收同比 | -5.2% | 13.9% |
| 净利润同比 | -82.8% | 4.2% |
| 每股收益（稀释后） | $0.05 | $-8.59 |
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
| Q4 25 | $343.8M | $211.6M | ||
| Q3 25 | $410.2M | $203.1M | ||
| Q2 25 | $454.3M | $187.5M | ||
| Q1 25 | $356.1M | $196.0M | ||
| Q4 24 | $362.6M | $185.8M | ||
| Q3 24 | $426.8M | $173.6M | ||
| Q2 24 | $440.0M | $172.3M | ||
| Q1 24 | $359.7M | $174.1M |
| Q4 25 | $883.0K | $123.3M | ||
| Q3 25 | $11.4M | $121.2M | ||
| Q2 25 | $44.2M | $116.1M | ||
| Q1 25 | $4.8M | $120.7M | ||
| Q4 24 | $5.1M | $118.4M | ||
| Q3 24 | $29.6M | $106.6M | ||
| Q2 24 | $36.3M | $114.6M | ||
| Q1 24 | $13.3M | $114.4M |
| 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% | — |
| Q4 25 | 0.2% | 70.5% | ||
| Q3 25 | 2.8% | 73.4% | ||
| Q2 25 | 13.3% | 76.6% | ||
| Q1 25 | 1.7% | 76.6% | ||
| Q4 24 | 1.7% | 76.7% | ||
| Q3 24 | 9.3% | 73.4% | ||
| Q2 24 | 11.4% | 77.3% | ||
| Q1 24 | 5.0% | 78.1% |
| Q4 25 | 0.3% | 58.3% | ||
| Q3 25 | 2.8% | 59.7% | ||
| Q2 25 | 9.7% | 61.9% | ||
| Q1 25 | 1.4% | 61.6% | ||
| Q4 24 | 1.4% | 63.7% | ||
| Q3 24 | 6.9% | 61.4% | ||
| Q2 24 | 8.3% | 66.5% | ||
| Q1 24 | 3.7% | 65.7% |
| Q4 25 | $0.05 | $-8.59 | ||
| Q3 25 | $0.59 | $5.27 | ||
| Q2 25 | $2.26 | $5.05 | ||
| Q1 25 | $0.25 | $5.24 | ||
| Q4 24 | $0.26 | $5.14 | ||
| Q3 24 | $1.52 | $4.63 | ||
| Q2 24 | $1.87 | $4.98 | ||
| Q1 24 | $0.69 | $4.97 |
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 | $144.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $1.5B |
| 总资产 | $1.3B | $1.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $66.8M | $144.8M | ||
| Q3 25 | $105.9M | $531.8M | ||
| Q2 25 | $77.4M | $543.9M | ||
| Q1 25 | $48.5M | $460.4M | ||
| Q4 24 | $73.6M | $369.8M | ||
| Q3 24 | $73.4M | $533.9M | ||
| Q2 24 | $64.0M | $894.7M | ||
| Q1 24 | $43.6M | $837.1M |
| Q4 25 | $912.9M | $1.5B | ||
| Q3 25 | $966.7M | $1.4B | ||
| Q2 25 | $969.9M | $1.3B | ||
| Q1 25 | $935.0M | $1.2B | ||
| Q4 24 | $946.8M | $1.1B | ||
| Q3 24 | $957.0M | $1.1B | ||
| Q2 24 | $937.9M | $1.2B | ||
| Q1 24 | $915.7M | $1.1B |
| Q4 25 | $1.3B | $1.6B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.3B | ||
| Q1 24 | $1.3B | $1.3B |
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 | $113.7M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | — |
| 自由现金流率自由现金流/营收 | 4.9% | — |
| 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× | 0.92× |
| 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
| Q4 25 | $36.0M | $113.7M | ||
| Q3 25 | $66.4M | $154.6M | ||
| Q2 25 | $51.2M | $120.9M | ||
| Q1 25 | $12.3M | $156.7M | ||
| Q4 24 | $35.2M | $126.6M | ||
| Q3 24 | $46.3M | $118.6M | ||
| Q2 24 | $65.0M | $98.3M | ||
| Q1 24 | $12.7M | $147.2M |
| Q4 25 | $17.0M | — | ||
| Q3 25 | $44.8M | — | ||
| Q2 25 | $28.5M | — | ||
| Q1 25 | $-7.2M | — | ||
| Q4 24 | $16.1M | — | ||
| Q3 24 | $29.1M | — | ||
| Q2 24 | $45.3M | — | ||
| Q1 24 | $-4.0M | — |
| Q4 25 | 4.9% | — | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | -2.0% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 6.8% | — | ||
| Q2 24 | 10.3% | — | ||
| Q1 24 | -1.1% | — |
| Q4 25 | 5.5% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 4.5% | — | ||
| Q1 24 | 4.6% | — |
| Q4 25 | 40.73× | 0.92× | ||
| Q3 25 | 5.84× | 1.28× | ||
| Q2 25 | 1.16× | 1.04× | ||
| Q1 25 | 2.55× | 1.30× | ||
| Q4 24 | 6.84× | 1.07× | ||
| Q3 24 | 1.56× | 1.11× | ||
| Q2 24 | 1.79× | 0.86× | ||
| Q1 24 | 0.96× | 1.29× |
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% |
TPL
| Water Serviceand Operations Segment | $98.2M | 46% |
| Water Sales And Royalties | $60.7M | 29% |
| Produced Water Royalties | $33.5M | 16% |
| Easementand Sundry | $20.6M | 10% |
