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J&J SNACK FOODS CORP（JJSF）与USA Compression Partners, LP（USAC）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USA Compression Partners, LP的1.4倍（$343.8M vs $252.5M），USA Compression Partners, LP净利率更高（11.0% vs 0.3%，领先10.7%），USA Compression Partners, LP同比增速更快（2.7% vs -5.2%），USA Compression Partners, LP自由现金流更多（$87.7M vs $17.0M），过去两年USA Compression Partners, LP的营收复合增速更高（4.9% 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。
USA Compression Partners, LP是一家总部位于美国的天然气压缩服务供应商，服务覆盖油气行业上游、中游及下游领域，提供定制化压缩系统、设备维护与运营支持，助力天然气生产、加工和运输环节高效运转。
JJSF vs USAC — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $252.5M |
| 净利润 | $883.0K | $27.8M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 30.3% |
| 净利率 | 0.3% | 11.0% |
| 营收同比 | -5.2% | 2.7% |
| 净利润同比 | -82.8% | 9.1% |
| 每股收益（稀释后） | $0.05 | — |
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 | $252.5M | ||
| Q3 25 | $410.2M | $250.3M | ||
| Q2 25 | $454.3M | $250.1M | ||
| Q1 25 | $356.1M | $245.2M | ||
| Q4 24 | $362.6M | $245.9M | ||
| Q3 24 | $426.8M | $240.0M | ||
| Q2 24 | $440.0M | $235.3M | ||
| Q1 24 | $359.7M | $229.3M |
| Q4 25 | $883.0K | $27.8M | ||
| Q3 25 | $11.4M | $34.5M | ||
| Q2 25 | $44.2M | $28.6M | ||
| Q1 25 | $4.8M | $20.5M | ||
| Q4 24 | $5.1M | $25.4M | ||
| Q3 24 | $29.6M | $19.3M | ||
| Q2 24 | $36.3M | $31.2M | ||
| Q1 24 | $13.3M | $23.6M |
| 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% | 30.3% | ||
| Q3 25 | 2.8% | 33.5% | ||
| Q2 25 | 13.3% | 30.6% | ||
| Q1 25 | 1.7% | 28.3% | ||
| Q4 24 | 1.7% | 30.3% | ||
| Q3 24 | 9.3% | 31.5% | ||
| Q2 24 | 11.4% | 32.9% | ||
| Q1 24 | 5.0% | 29.2% |
| Q4 25 | 0.3% | 11.0% | ||
| Q3 25 | 2.8% | 13.8% | ||
| Q2 25 | 9.7% | 11.4% | ||
| Q1 25 | 1.4% | 8.4% | ||
| Q4 24 | 1.4% | 10.3% | ||
| Q3 24 | 6.9% | 8.1% | ||
| Q2 24 | 8.3% | 13.3% | ||
| Q1 24 | 3.7% | 10.3% |
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.59 | — | ||
| Q2 25 | $2.26 | — | ||
| Q1 25 | $0.25 | — | ||
| Q4 24 | $0.26 | — | ||
| Q3 24 | $1.52 | — | ||
| Q2 24 | $1.87 | — | ||
| Q1 24 | $0.69 | — |
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 | $8.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $912.9M | — |
| 总资产 | $1.3B | $2.6B |
| 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 | $8.6M | ||
| Q3 25 | $105.9M | — | ||
| Q2 25 | $77.4M | $2.0K | ||
| Q1 25 | $48.5M | $2.0K | ||
| Q4 24 | $73.6M | $14.0K | ||
| Q3 24 | $73.4M | $79.0K | ||
| Q2 24 | $64.0M | $9.0K | ||
| Q1 24 | $43.6M | $8.0K |
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.5B |
| Q4 25 | $912.9M | — | ||
| Q3 25 | $966.7M | — | ||
| Q2 25 | $969.9M | — | ||
| Q1 25 | $935.0M | — | ||
| Q4 24 | $946.8M | — | ||
| Q3 24 | $957.0M | — | ||
| Q2 24 | $937.9M | — | ||
| Q1 24 | $915.7M | — |
| Q4 25 | $1.3B | $2.6B | ||
| Q3 25 | $1.4B | $2.7B | ||
| Q2 25 | $1.4B | $2.7B | ||
| Q1 25 | $1.4B | $2.7B | ||
| Q4 24 | $1.3B | $2.7B | ||
| Q3 24 | $1.4B | $2.8B | ||
| Q2 24 | $1.4B | $2.8B | ||
| Q1 24 | $1.3B | $2.8B |
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 | $139.5M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $87.7M |
| 自由现金流率自由现金流/营收 | 4.9% | 34.8% |
| 资本支出强度资本支出/营收 | 5.5% | 20.5% |
| 现金转化率经营现金流/净利润 | 40.73× | 5.02× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $277.0M |
8季度趋势，按日历期对齐
| Q4 25 | $36.0M | $139.5M | ||
| Q3 25 | $66.4M | $75.9M | ||
| Q2 25 | $51.2M | $124.2M | ||
| Q1 25 | $12.3M | $54.7M | ||
| Q4 24 | $35.2M | $130.2M | ||
| Q3 24 | $46.3M | $48.5M | ||
| Q2 24 | $65.0M | $96.7M | ||
| Q1 24 | $12.7M | $65.9M |
| Q4 25 | $17.0M | $87.7M | ||
| Q3 25 | $44.8M | $51.9M | ||
| Q2 25 | $28.5M | $101.1M | ||
| Q1 25 | $-7.2M | $36.3M | ||
| Q4 24 | $16.1M | $101.2M | ||
| Q3 24 | $29.1M | $19.8M | ||
| Q2 24 | $45.3M | $48.2M | ||
| Q1 24 | $-4.0M | $-32.7M |
| Q4 25 | 4.9% | 34.8% | ||
| Q3 25 | 10.9% | 20.7% | ||
| Q2 25 | 6.3% | 40.4% | ||
| Q1 25 | -2.0% | 14.8% | ||
| Q4 24 | 4.4% | 41.1% | ||
| Q3 24 | 6.8% | 8.2% | ||
| Q2 24 | 10.3% | 20.5% | ||
| Q1 24 | -1.1% | -14.3% |
| Q4 25 | 5.5% | 20.5% | ||
| Q3 25 | 5.3% | 9.6% | ||
| Q2 25 | 5.0% | 9.3% | ||
| Q1 25 | 5.5% | 7.5% | ||
| Q4 24 | 5.3% | 11.8% | ||
| Q3 24 | 4.0% | 12.0% | ||
| Q2 24 | 4.5% | 20.6% | ||
| Q1 24 | 4.6% | 43.0% |
| Q4 25 | 40.73× | 5.02× | ||
| Q3 25 | 5.84× | 2.20× | ||
| Q2 25 | 1.16× | 4.35× | ||
| Q1 25 | 2.55× | 2.66× | ||
| Q4 24 | 6.84× | 5.12× | ||
| Q3 24 | 1.56× | 2.51× | ||
| Q2 24 | 1.79× | 3.10× | ||
| Q1 24 | 0.96× | 2.80× |
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% |
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
