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J&J SNACK FOODS CORP（JJSF）与Unity Software Inc.（U）财务数据对比。点击上方公司名可切换其他公司
Unity Software Inc.的季度营收约是J&J SNACK FOODS CORP的1.5倍（$508.2M vs $343.8M），J&J SNACK FOODS CORP净利率更高（0.3% vs -68.3%，领先68.5%），Unity Software Inc.同比增速更快（17.0% vs -5.2%），Unity Software Inc.自由现金流更多（$66.5M vs $17.0M），过去两年Unity Software Inc.的营收复合增速更高（6.4% 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。
Unity Software Inc.是总部位于美国旧金山的游戏软件开发企业，2004年于丹麦成立时原名为Over the Edge Entertainment，2007年更为现名。公司核心产品Unity游戏引擎全球应用广泛，可用于开发各类电子游戏及其他互动应用，商业化授权服务覆盖全球客户。
JJSF vs U — 直观对比
营收规模更大
U
是对方的1.5倍
$343.8M
营收增速更快
U
高出22.2%
-5.2%
净利率更高
JJSF
高出68.5%
-68.3%
自由现金流更多
U
多$49.5M
$17.0M
两年增速更快
U
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $508.2M |
| 净利润 | $883.0K | $-346.9M |
| 毛利率 | 27.9% | 30.8% |
| 营业利润率 | 0.2% | 0.0% |
| 净利率 | 0.3% | -68.3% |
| 营收同比 | -5.2% | 17.0% |
| 净利润同比 | -82.8% | — |
| 每股收益（稀释后） | $0.05 | $-0.80 |
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JJSFU
| Q1 26 | — | $508.2M | ||
| Q4 25 | $343.8M | $503.1M | ||
| Q3 25 | $410.2M | $470.6M | ||
| Q2 25 | $454.3M | $440.9M | ||
| Q1 25 | $356.1M | $435.0M | ||
| Q4 24 | $362.6M | $457.1M | ||
| Q3 24 | $426.8M | $446.5M | ||
| Q2 24 | $440.0M | $449.3M |
净利润JJSFU
| Q1 26 | — | $-346.9M | ||
| Q4 25 | $883.0K | $-90.0M | ||
| Q3 25 | $11.4M | $-126.4M | ||
| Q2 25 | $44.2M | $-108.8M | ||
| Q1 25 | $4.8M | $-77.6M | ||
| Q4 24 | $5.1M | $-122.7M | ||
| Q3 24 | $29.6M | $-124.7M | ||
| Q2 24 | $36.3M | $-125.6M |
毛利率JJSFU
| Q1 26 | — | 30.8% | ||
| Q4 25 | 27.9% | 74.3% | ||
| Q3 25 | 31.7% | 74.4% | ||
| Q2 25 | 33.0% | 74.1% | ||
| Q1 25 | 26.9% | 73.8% | ||
| Q4 24 | 25.9% | 74.7% | ||
| Q3 24 | 31.8% | 74.9% | ||
| Q2 24 | 33.6% | 75.8% |
营业利润率JJSFU
| Q1 26 | — | 0.0% | ||
| Q4 25 | 0.2% | -21.2% | ||
| Q3 25 | 2.8% | -26.7% | ||
| Q2 25 | 13.3% | -26.9% | ||
| Q1 25 | 1.7% | -29.4% | ||
| Q4 24 | 1.7% | -27.1% | ||
| Q3 24 | 9.3% | -28.5% | ||
| Q2 24 | 11.4% | -28.8% |
净利率JJSFU
| Q1 26 | — | -68.3% | ||
| Q4 25 | 0.3% | -17.9% | ||
| Q3 25 | 2.8% | -26.9% | ||
| Q2 25 | 9.7% | -24.7% | ||
| Q1 25 | 1.4% | -17.8% | ||
| Q4 24 | 1.4% | -26.8% | ||
| Q3 24 | 6.9% | -27.9% | ||
| Q2 24 | 8.3% | -28.0% |
每股收益（稀释后）JJSFU
| Q1 26 | — | $-0.80 | ||
| Q4 25 | $0.05 | $-0.21 | ||
| Q3 25 | $0.59 | $-0.30 | ||
| Q2 25 | $2.26 | $-0.26 | ||
| Q1 25 | $0.25 | $-0.19 | ||
| Q4 24 | $0.26 | $-0.30 | ||
| Q3 24 | $1.52 | $-0.31 | ||
| Q2 24 | $1.87 | $-0.32 |
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 | $2.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $3.0B |
| 总资产 | $1.3B | $6.5B |
| 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JJSFU
| Q1 26 | — | $2.1B | ||
| Q4 25 | $66.8M | $2.1B | ||
| Q3 25 | $105.9M | $1.9B | ||
| Q2 25 | $77.4M | $1.7B | ||
| Q1 25 | $48.5M | $1.5B | ||
| Q4 24 | $73.6M | $1.5B | ||
| Q3 24 | $73.4M | $1.4B | ||
| Q2 24 | $64.0M | $1.3B |
股东权益JJSFU
| Q1 26 | — | $3.0B | ||
| Q4 25 | $912.9M | $3.2B | ||
| Q3 25 | $966.7M | $3.2B | ||
| Q2 25 | $969.9M | $3.2B | ||
| Q1 25 | $935.0M | $3.2B | ||
| Q4 24 | $946.8M | $3.2B | ||
| Q3 24 | $957.0M | $3.2B | ||
| Q2 24 | $937.9M | $3.2B |
总资产JJSFU
| Q1 26 | — | $6.5B | ||
| Q4 25 | $1.3B | $6.8B | ||
| Q3 25 | $1.4B | $6.8B | ||
| Q2 25 | $1.4B | $6.7B | ||
| Q1 25 | $1.4B | $6.6B | ||
| Q4 24 | $1.3B | $6.7B | ||
| Q3 24 | $1.4B | $6.7B | ||
| Q2 24 | $1.4B | $6.7B |
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 | $71.3M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $66.5M |
| 自由现金流率自由现金流/营收 | 4.9% | 13.1% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $83.1M | $463.1M |
8季度趋势，按日历期对齐
经营现金流JJSFU
| Q1 26 | — | $71.3M | ||
| Q4 25 | $36.0M | $121.4M | ||
| Q3 25 | $66.4M | $155.4M | ||
| Q2 25 | $51.2M | $133.1M | ||
| Q1 25 | $12.3M | $13.0M | ||
| Q4 24 | $35.2M | $112.2M | ||
| Q3 24 | $46.3M | $122.4M | ||
| Q2 24 | $65.0M | $88.4M |
自由现金流JJSFU
| Q1 26 | — | $66.5M | ||
| Q4 25 | $17.0M | $118.7M | ||
| Q3 25 | $44.8M | $151.3M | ||
| Q2 25 | $28.5M | $126.7M | ||
| Q1 25 | $-7.2M | $7.3M | ||
| Q4 24 | $16.1M | $105.8M | ||
| Q3 24 | $29.1M | $115.2M | ||
| Q2 24 | $45.3M | $79.6M |
自由现金流率JJSFU
| Q1 26 | — | 13.1% | ||
| Q4 25 | 4.9% | 23.6% | ||
| Q3 25 | 10.9% | 32.1% | ||
| Q2 25 | 6.3% | 28.7% | ||
| Q1 25 | -2.0% | 1.7% | ||
| Q4 24 | 4.4% | 23.1% | ||
| Q3 24 | 6.8% | 25.8% | ||
| Q2 24 | 10.3% | 17.7% |
资本支出强度JJSFU
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 0.5% | ||
| Q3 25 | 5.3% | 0.9% | ||
| Q2 25 | 5.0% | 1.5% | ||
| Q1 25 | 5.5% | 1.3% | ||
| Q4 24 | 5.3% | 1.4% | ||
| Q3 24 | 4.0% | 1.6% | ||
| Q2 24 | 4.5% | 2.0% |
现金转化率JJSFU
| Q1 26 | — | — | ||
| 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× | — |
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% |
U
| Strategic | $432.4M | 85% |
| Other | $75.8M | 15% |
