vs
J&J SNACK FOODS CORP（JJSF）与VERRA MOBILITY Corp（VRRM）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VERRA MOBILITY Corp的1.3倍（$343.8M vs $257.9M），VERRA MOBILITY Corp净利率更高（7.3% vs 0.3%，领先7.1%），VERRA MOBILITY Corp同比增速更快（16.4% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $5.7M），过去两年VERRA MOBILITY Corp的营收复合增速更高（10.9% 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。
Verra Mobility Corp是全球领先的智慧出行技术解决方案提供商，业务涵盖收费管理、停车与交通合规执法、车联网服务及车队管理工具，服务对象包括政府交通部门、租车运营商、商业车队所有者及汽车行业合作伙伴，覆盖北美、欧洲及亚太市场。
JJSF vs VRRM — 直观对比
营收规模更大
JJSF
是对方的1.3倍
$257.9M
营收增速更快
VRRM
高出21.6%
-5.2%
净利率更高
VRRM
高出7.1%
0.3%
自由现金流更多
JJSF
多$11.2M
$5.7M
两年增速更快
VRRM
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $257.9M |
| 净利润 | $883.0K | $18.9M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 16.7% |
| 净利率 | 0.3% | 7.3% |
| 营收同比 | -5.2% | 16.4% |
| 净利润同比 | -82.8% | 128.3% |
| 每股收益（稀释后） | $0.05 | $0.12 |
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JJSFVRRM
| Q4 25 | $343.8M | $257.9M | ||
| Q3 25 | $410.2M | $261.9M | ||
| Q2 25 | $454.3M | $236.0M | ||
| Q1 25 | $356.1M | $223.3M | ||
| Q4 24 | $362.6M | $221.5M | ||
| Q3 24 | $426.8M | $225.6M | ||
| Q2 24 | $440.0M | $222.4M | ||
| Q1 24 | $359.7M | $209.7M |
净利润JJSFVRRM
| Q4 25 | $883.0K | $18.9M | ||
| Q3 25 | $11.4M | $46.8M | ||
| Q2 25 | $44.2M | $38.6M | ||
| Q1 25 | $4.8M | $32.3M | ||
| Q4 24 | $5.1M | $-66.7M | ||
| Q3 24 | $29.6M | $34.7M | ||
| Q2 24 | $36.3M | $34.2M | ||
| Q1 24 | $13.3M | $29.1M |
毛利率JJSFVRRM
| 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% | — |
营业利润率JJSFVRRM
| Q4 25 | 0.2% | 16.7% | ||
| Q3 25 | 2.8% | 28.6% | ||
| Q2 25 | 13.3% | 26.8% | ||
| Q1 25 | 1.7% | 25.7% | ||
| Q4 24 | 1.7% | -19.6% | ||
| Q3 24 | 9.3% | 28.3% | ||
| Q2 24 | 11.4% | 27.5% | ||
| Q1 24 | 5.0% | 25.9% |
净利率JJSFVRRM
| Q4 25 | 0.3% | 7.3% | ||
| Q3 25 | 2.8% | 17.9% | ||
| Q2 25 | 9.7% | 16.3% | ||
| Q1 25 | 1.4% | 14.5% | ||
| Q4 24 | 1.4% | -30.1% | ||
| Q3 24 | 6.9% | 15.4% | ||
| Q2 24 | 8.3% | 15.4% | ||
| Q1 24 | 3.7% | 13.9% |
每股收益（稀释后）JJSFVRRM
| Q4 25 | $0.05 | $0.12 | ||
| Q3 25 | $0.59 | $0.29 | ||
| Q2 25 | $2.26 | $0.24 | ||
| Q1 25 | $0.25 | $0.20 | ||
| Q4 24 | $0.26 | $-0.39 | ||
| Q3 24 | $1.52 | $0.21 | ||
| Q2 24 | $1.87 | $0.20 | ||
| Q1 24 | $0.69 | $0.17 |
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 | $65.3M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $912.9M | $293.0M |
| 总资产 | $1.3B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 3.51× |
8季度趋势，按日历期对齐
现金及短期投资JJSFVRRM
| Q4 25 | $66.8M | $65.3M | ||
| Q3 25 | $105.9M | $196.1M | ||
| Q2 25 | $77.4M | $147.7M | ||
| Q1 25 | $48.5M | $108.5M | ||
| Q4 24 | $73.6M | $77.6M | ||
| Q3 24 | $73.4M | $206.1M | ||
| Q2 24 | $64.0M | $122.0M | ||
| Q1 24 | $43.6M | $149.5M |
总债务JJSFVRRM
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $1.0B |
股东权益JJSFVRRM
| Q4 25 | $912.9M | $293.0M | ||
| Q3 25 | $966.7M | $403.1M | ||
| Q2 25 | $969.9M | $352.1M | ||
| Q1 25 | $935.0M | $299.6M | ||
| Q4 24 | $946.8M | $265.1M | ||
| Q3 24 | $957.0M | $486.5M | ||
| Q2 24 | $937.9M | $438.6M | ||
| Q1 24 | $915.7M | $449.0M |
总资产JJSFVRRM
| Q4 25 | $1.3B | $1.6B | ||
| Q3 25 | $1.4B | $1.8B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.4B | $1.8B | ||
| Q1 24 | $1.3B | $1.8B |
负债/权益比JJSFVRRM
| Q4 25 | — | 3.51× | ||
| Q3 25 | — | 2.55× | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | 3.45× | ||
| Q4 24 | — | 3.90× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.36× | ||
| Q1 24 | — | 2.31× |
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 | $40.0M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $5.7M |
| 自由现金流率自由现金流/营收 | 4.9% | 2.2% |
| 资本支出强度资本支出/营收 | 5.5% | 13.3% |
| 现金转化率经营现金流/净利润 | 40.73× | 2.12× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $136.7M |
8季度趋势，按日历期对齐
经营现金流JJSFVRRM
| Q4 25 | $36.0M | $40.0M | ||
| Q3 25 | $66.4M | $77.7M | ||
| Q2 25 | $51.2M | $75.1M | ||
| Q1 25 | $12.3M | $63.0M | ||
| Q4 24 | $35.2M | $40.5M | ||
| Q3 24 | $46.3M | $108.8M | ||
| Q2 24 | $65.0M | $40.0M | ||
| Q1 24 | $12.7M | $34.3M |
自由现金流JJSFVRRM
| Q4 25 | $17.0M | $5.7M | ||
| Q3 25 | $44.8M | $49.0M | ||
| Q2 25 | $28.5M | $40.3M | ||
| Q1 25 | $-7.2M | $41.7M | ||
| Q4 24 | $16.1M | $21.6M | ||
| Q3 24 | $29.1M | $85.1M | ||
| Q2 24 | $45.3M | $26.0M | ||
| Q1 24 | $-4.0M | $20.1M |
自由现金流率JJSFVRRM
| Q4 25 | 4.9% | 2.2% | ||
| Q3 25 | 10.9% | 18.7% | ||
| Q2 25 | 6.3% | 17.1% | ||
| Q1 25 | -2.0% | 18.7% | ||
| Q4 24 | 4.4% | 9.8% | ||
| Q3 24 | 6.8% | 37.7% | ||
| Q2 24 | 10.3% | 11.7% | ||
| Q1 24 | -1.1% | 9.6% |
资本支出强度JJSFVRRM
| Q4 25 | 5.5% | 13.3% | ||
| Q3 25 | 5.3% | 11.0% | ||
| Q2 25 | 5.0% | 14.8% | ||
| Q1 25 | 5.5% | 9.5% | ||
| Q4 24 | 5.3% | 8.5% | ||
| Q3 24 | 4.0% | 10.5% | ||
| Q2 24 | 4.5% | 6.3% | ||
| Q1 24 | 4.6% | 6.8% |
现金转化率JJSFVRRM
| Q4 25 | 40.73× | 2.12× | ||
| Q3 25 | 5.84× | 1.66× | ||
| Q2 25 | 1.16× | 1.95× | ||
| Q1 25 | 2.55× | 1.95× | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | 3.13× | ||
| Q2 24 | 1.79× | 1.17× | ||
| Q1 24 | 0.96× | 1.18× |
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% |
VRRM
| Services | $239.5M | 93% |
| CA | $8.4M | 3% |
| GB | $5.7M | 2% |
| Other Customer | $1.6M | 1% |
| Parking Solutions | $1.1M | 0% |
