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J&J SNACK FOODS CORP（JJSF）与Tyler Technologies（TYL）财务数据对比。点击上方公司名可切换其他公司
Tyler Technologies的季度营收约是J&J SNACK FOODS CORP的1.8倍（$613.5M vs $343.8M），Tyler Technologies净利率更高（13.2% vs 0.3%，领先13.0%），Tyler Technologies同比增速更快（8.6% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $2.0M），过去两年Tyler Technologies的营收复合增速更高（6.5% 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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
JJSF vs TYL — 直观对比
营收规模更大
TYL
是对方的1.8倍
$343.8M
营收增速更快
TYL
高出13.7%
-5.2%
净利率更高
TYL
高出13.0%
0.3%
自由现金流更多
JJSF
多$14.9M
$2.0M
两年增速更快
TYL
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $613.5M |
| 净利润 | $883.0K | $81.2M |
| 毛利率 | 27.9% | 48.3% |
| 营业利润率 | 0.2% | 16.3% |
| 净利率 | 0.3% | 13.2% |
| 营收同比 | -5.2% | 8.6% |
| 净利润同比 | -82.8% | — |
| 每股收益（稀释后） | $0.05 | $1.88 |
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JJSFTYL
| Q1 26 | — | $613.5M | ||
| Q4 25 | $343.8M | $575.2M | ||
| Q3 25 | $410.2M | $595.9M | ||
| Q2 25 | $454.3M | $596.1M | ||
| Q1 25 | $356.1M | $565.2M | ||
| Q4 24 | $362.6M | $541.1M | ||
| Q3 24 | $426.8M | $543.3M | ||
| Q2 24 | $440.0M | $541.0M |
净利润JJSFTYL
| Q1 26 | — | $81.2M | ||
| Q4 25 | $883.0K | $65.5M | ||
| Q3 25 | $11.4M | $84.4M | ||
| Q2 25 | $44.2M | $84.6M | ||
| Q1 25 | $4.8M | $81.1M | ||
| Q4 24 | $5.1M | $65.2M | ||
| Q3 24 | $29.6M | $75.9M | ||
| Q2 24 | $36.3M | $67.7M |
毛利率JJSFTYL
| Q1 26 | — | 48.3% | ||
| Q4 25 | 27.9% | 45.5% | ||
| Q3 25 | 31.7% | 47.2% | ||
| Q2 25 | 33.0% | 45.8% | ||
| Q1 25 | 26.9% | 47.3% | ||
| Q4 24 | 25.9% | 43.8% | ||
| Q3 24 | 31.8% | 43.7% | ||
| Q2 24 | 33.6% | 44.0% |
营业利润率JJSFTYL
| Q1 26 | — | 16.3% | ||
| Q4 25 | 0.2% | 13.0% | ||
| Q3 25 | 2.8% | 16.4% | ||
| Q2 25 | 13.3% | 16.0% | ||
| Q1 25 | 1.7% | 15.8% | ||
| Q4 24 | 1.7% | 13.2% | ||
| Q3 24 | 9.3% | 15.2% | ||
| Q2 24 | 11.4% | 14.4% |
净利率JJSFTYL
| Q1 26 | — | 13.2% | ||
| Q4 25 | 0.3% | 11.4% | ||
| Q3 25 | 2.8% | 14.2% | ||
| Q2 25 | 9.7% | 14.2% | ||
| Q1 25 | 1.4% | 14.3% | ||
| Q4 24 | 1.4% | 12.1% | ||
| Q3 24 | 6.9% | 14.0% | ||
| Q2 24 | 8.3% | 12.5% |
每股收益（稀释后）JJSFTYL
| Q1 26 | — | $1.88 | ||
| Q4 25 | $0.05 | $1.50 | ||
| Q3 25 | $0.59 | $1.93 | ||
| Q2 25 | $2.26 | $1.93 | ||
| Q1 25 | $0.25 | $1.84 | ||
| Q4 24 | $0.26 | $1.48 | ||
| Q3 24 | $1.52 | $1.74 | ||
| Q2 24 | $1.87 | $1.57 |
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 | $346.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $3.6B |
| 总资产 | $1.3B | $4.8B |
| 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JJSFTYL
| Q1 26 | — | $346.4M | ||
| Q4 25 | $66.8M | $1.1B | ||
| Q3 25 | $105.9M | $950.8M | ||
| Q2 25 | $77.4M | $892.3M | ||
| Q1 25 | $48.5M | $807.4M | ||
| Q4 24 | $73.6M | $768.0M | ||
| Q3 24 | $73.4M | $544.3M | ||
| Q2 24 | $64.0M | $258.0M |
总债务JJSFTYL
| Q1 26 | — | — | ||
| Q4 25 | — | $599.7M | ||
| Q3 25 | — | $599.2M | ||
| Q2 25 | — | $598.8M | ||
| Q1 25 | — | $598.4M | ||
| Q4 24 | — | $597.9M | ||
| Q3 24 | — | $597.5M | ||
| Q2 24 | — | $597.1M |
股东权益JJSFTYL
| Q1 26 | — | $3.6B | ||
| Q4 25 | $912.9M | $3.7B | ||
| Q3 25 | $966.7M | $3.6B | ||
| Q2 25 | $969.9M | $3.6B | ||
| Q1 25 | $935.0M | $3.5B | ||
| Q4 24 | $946.8M | $3.4B | ||
| Q3 24 | $957.0M | $3.3B | ||
| Q2 24 | $937.9M | $3.1B |
总资产JJSFTYL
| Q1 26 | — | $4.8B | ||
| Q4 25 | $1.3B | $5.6B | ||
| Q3 25 | $1.4B | $5.5B | ||
| Q2 25 | $1.4B | $5.4B | ||
| Q1 25 | $1.4B | $5.2B | ||
| Q4 24 | $1.3B | $5.2B | ||
| Q3 24 | $1.4B | $5.0B | ||
| Q2 24 | $1.4B | $4.8B |
负债/权益比JJSFTYL
| Q1 26 | — | — | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.16× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.19× |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $2.0M |
| 自由现金流率自由现金流/营收 | 4.9% | 0.3% |
| 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× | 1.32× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $585.7M |
8季度趋势，按日历期对齐
经营现金流JJSFTYL
| Q1 26 | — | $107.3M | ||
| Q4 25 | $36.0M | $243.9M | ||
| Q3 25 | $66.4M | $255.2M | ||
| Q2 25 | $51.2M | $98.3M | ||
| Q1 25 | $12.3M | $56.2M | ||
| Q4 24 | $35.2M | $224.8M | ||
| Q3 24 | $46.3M | $263.7M | ||
| Q2 24 | $65.0M | $64.3M |
自由现金流JJSFTYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | $17.0M | $239.6M | ||
| Q3 25 | $44.8M | $251.3M | ||
| Q2 25 | $28.5M | $92.8M | ||
| Q1 25 | $-7.2M | $53.8M | ||
| Q4 24 | $16.1M | $221.0M | ||
| Q3 24 | $29.1M | $260.8M | ||
| Q2 24 | $45.3M | $57.7M |
自由现金流率JJSFTYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | 4.9% | 41.7% | ||
| Q3 25 | 10.9% | 42.2% | ||
| Q2 25 | 6.3% | 15.6% | ||
| Q1 25 | -2.0% | 9.5% | ||
| Q4 24 | 4.4% | 40.8% | ||
| Q3 24 | 6.8% | 48.0% | ||
| Q2 24 | 10.3% | 10.7% |
资本支出强度JJSFTYL
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 0.8% | ||
| Q3 25 | 5.3% | 0.7% | ||
| Q2 25 | 5.0% | 0.9% | ||
| Q1 25 | 5.5% | 0.4% | ||
| Q4 24 | 5.3% | 0.7% | ||
| Q3 24 | 4.0% | 0.5% | ||
| Q2 24 | 4.5% | 1.2% |
现金转化率JJSFTYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | 40.73× | 3.72× | ||
| Q3 25 | 5.84× | 3.02× | ||
| Q2 25 | 1.16× | 1.16× | ||
| Q1 25 | 2.55× | 0.69× | ||
| Q4 24 | 6.84× | 3.45× | ||
| Q3 24 | 1.56× | 3.47× | ||
| Q2 24 | 1.79× | 0.95× |
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% |
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
