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J&J SNACK FOODS CORP（JJSF）与UNIFIRST CORP（UNF）财务数据对比。点击上方公司名可切换其他公司
UNIFIRST CORP的季度营收约是J&J SNACK FOODS CORP的1.8倍（$621.3M vs $343.8M），UNIFIRST CORP净利率更高（5.5% vs 0.3%，领先5.3%），UNIFIRST CORP同比增速更快（2.7% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-24.0M），过去两年UNIFIRST CORP的营收复合增速更高（2.3% 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。
UniFirst是总部位于美国马萨诸塞州威尔明顿的职业工装租赁服务商，业务覆盖工装及防护服装的生产、销售与租赁。公司拥有超过1.4万名员工，在美、加、欧设有260多处运营网点，涵盖客服中心、核净化设施、洁净车间、配送中心及生产工厂。
JJSF vs UNF — 直观对比
营收规模更大
UNF
是对方的1.8倍
$343.8M
营收增速更快
UNF
高出7.9%
-5.2%
净利率更高
UNF
高出5.3%
0.3%
自由现金流更多
JJSF
多$41.0M
$-24.0M
两年增速更快
UNF
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $621.3M |
| 净利润 | $883.0K | $34.4M |
| 毛利率 | 27.9% | 36.7% |
| 营业利润率 | 0.2% | 7.3% |
| 净利率 | 0.3% | 5.5% |
| 营收同比 | -5.2% | 2.7% |
| 净利润同比 | -82.8% | -20.3% |
| 每股收益（稀释后） | $0.05 | $1.89 |
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JJSFUNF
| Q4 25 | $343.8M | $621.3M | ||
| Q3 25 | $410.2M | $614.4M | ||
| Q2 25 | $454.3M | $610.8M | ||
| Q1 25 | $356.1M | — | ||
| Q4 24 | $362.6M | $604.9M | ||
| Q3 24 | $426.8M | $639.9M | ||
| Q2 24 | $440.0M | $603.3M | ||
| Q1 24 | $359.7M | $590.7M |
净利润JJSFUNF
| Q4 25 | $883.0K | $34.4M | ||
| Q3 25 | $11.4M | $41.0M | ||
| Q2 25 | $44.2M | $39.7M | ||
| Q1 25 | $4.8M | — | ||
| Q4 24 | $5.1M | $43.1M | ||
| Q3 24 | $29.6M | $44.6M | ||
| Q2 24 | $36.3M | $38.1M | ||
| Q1 24 | $13.3M | $20.5M |
毛利率JJSFUNF
| Q4 25 | 27.9% | 36.7% | ||
| Q3 25 | 31.7% | 37.8% | ||
| Q2 25 | 33.0% | 36.9% | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 25.9% | 37.0% | ||
| Q3 24 | 31.8% | 36.1% | ||
| Q2 24 | 33.6% | 35.2% | ||
| Q1 24 | 30.1% | 32.9% |
营业利润率JJSFUNF
| Q4 25 | 0.2% | 7.3% | ||
| Q3 25 | 2.8% | 8.1% | ||
| Q2 25 | 13.3% | 7.9% | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 1.7% | 9.2% | ||
| Q3 24 | 9.3% | 8.4% | ||
| Q2 24 | 11.4% | 8.0% | ||
| Q1 24 | 5.0% | 4.7% |
净利率JJSFUNF
| Q4 25 | 0.3% | 5.5% | ||
| Q3 25 | 2.8% | 6.7% | ||
| Q2 25 | 9.7% | 6.5% | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | 1.4% | 7.1% | ||
| Q3 24 | 6.9% | 7.0% | ||
| Q2 24 | 8.3% | 6.3% | ||
| Q1 24 | 3.7% | 3.5% |
每股收益（稀释后）JJSFUNF
| Q4 25 | $0.05 | $1.89 | ||
| Q3 25 | $0.59 | $2.23 | ||
| Q2 25 | $2.26 | $2.13 | ||
| Q1 25 | $0.25 | — | ||
| Q4 24 | $0.26 | $2.31 | ||
| Q3 24 | $1.52 | $2.39 | ||
| Q2 24 | $1.87 | $2.03 | ||
| Q1 24 | $0.69 | $1.09 |
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 | $129.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $2.2B |
| 总资产 | $1.3B | $2.8B |
| 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JJSFUNF
| Q4 25 | $66.8M | $129.5M | ||
| Q3 25 | $105.9M | $209.2M | ||
| Q2 25 | $77.4M | $211.9M | ||
| Q1 25 | $48.5M | — | ||
| Q4 24 | $73.6M | $181.0M | ||
| Q3 24 | $73.4M | $175.1M | ||
| Q2 24 | $64.0M | $125.4M | ||
| Q1 24 | $43.6M | $101.9M |
股东权益JJSFUNF
| Q4 25 | $912.9M | $2.2B | ||
| Q3 25 | $966.7M | $2.2B | ||
| Q2 25 | $969.9M | $2.2B | ||
| Q1 25 | $935.0M | — | ||
| Q4 24 | $946.8M | $2.1B | ||
| Q3 24 | $957.0M | $2.1B | ||
| Q2 24 | $937.9M | $2.1B | ||
| Q1 24 | $915.7M | $2.0B |
总资产JJSFUNF
| Q4 25 | $1.3B | $2.8B | ||
| Q3 25 | $1.4B | $2.8B | ||
| Q2 25 | $1.4B | $2.8B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.3B | $2.7B | ||
| Q3 24 | $1.4B | $2.7B | ||
| Q2 24 | $1.4B | $2.7B | ||
| Q1 24 | $1.3B | $2.6B |
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 | $14.9M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $-24.0M |
| 自由现金流率自由现金流/营收 | 4.9% | -3.9% |
| 资本支出强度资本支出/营收 | 5.5% | 6.3% |
| 现金转化率经营现金流/净利润 | 40.73× | 0.43× |
| 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JJSFUNF
| Q4 25 | $36.0M | $14.9M | ||
| Q3 25 | $66.4M | — | ||
| Q2 25 | $51.2M | $138.4M | ||
| Q1 25 | $12.3M | — | ||
| Q4 24 | $35.2M | $58.1M | ||
| Q3 24 | $46.3M | $102.3M | ||
| Q2 24 | $65.0M | $86.3M | ||
| Q1 24 | $12.7M | $61.1M |
自由现金流JJSFUNF
| Q4 25 | $17.0M | $-24.0M | ||
| Q3 25 | $44.8M | — | ||
| Q2 25 | $28.5M | $62.1M | ||
| Q1 25 | $-7.2M | — | ||
| Q4 24 | $16.1M | $24.6M | ||
| Q3 24 | $29.1M | $63.8M | ||
| Q2 24 | $45.3M | $37.3M | ||
| Q1 24 | $-4.0M | $27.2M |
自由现金流率JJSFUNF
| Q4 25 | 4.9% | -3.9% | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 6.3% | 10.2% | ||
| Q1 25 | -2.0% | — | ||
| Q4 24 | 4.4% | 4.1% | ||
| Q3 24 | 6.8% | 10.0% | ||
| Q2 24 | 10.3% | 6.2% | ||
| Q1 24 | -1.1% | 4.6% |
资本支出强度JJSFUNF
| Q4 25 | 5.5% | 6.3% | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 5.0% | 12.5% | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 5.3% | 5.5% | ||
| Q3 24 | 4.0% | 6.0% | ||
| Q2 24 | 4.5% | 8.1% | ||
| Q1 24 | 4.6% | 5.7% |
现金转化率JJSFUNF
| Q4 25 | 40.73× | 0.43× | ||
| Q3 25 | 5.84× | — | ||
| Q2 25 | 1.16× | 3.49× | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | 1.35× | ||
| Q3 24 | 1.56× | 2.29× | ||
| Q2 24 | 1.79× | 2.27× | ||
| Q1 24 | 0.96× | 2.98× |
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% |
UNF
| Uniforms And Facility Service Solutions | $568.8M | 92% |
| First Aid And Safety Solutions | $30.8M | 5% |
| Other | $22.9M | 4% |
| Served As An Senior Officer | $400.0K | 0% |
