vs
J&J SNACK FOODS CORP(JJSF)与VIRTUS INVESTMENT PARTNERS, INC.(VRTS)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VIRTUS INVESTMENT PARTNERS, INC.的1.7倍($343.8M vs $199.5M),VIRTUS INVESTMENT PARTNERS, INC.净利率更高(3.6% vs 0.3%,领先3.3%),VIRTUS INVESTMENT PARTNERS, INC.同比增速更快(-4.1% vs -5.2%),过去两年J&J SNACK FOODS CORP的营收复合增速更高(-2.2% vs -5.7%)
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。
Virtus Investment Partners是一家美国多管理人资产管理企业,旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人,同时也提供非关联子投资顾问服务,为客户提供多元化的资产管理解决方案。
JJSF vs VRTS — 直观对比
营收规模更大
JJSF
是对方的1.7倍
$199.5M
营收增速更快
VRTS
高出1.1%
-5.2%
净利率更高
VRTS
高出3.3%
0.3%
两年增速更快
JJSF
近两年复合增速
-5.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $343.8M | $199.5M |
| 净利润 | $883.0K | $7.1M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 7.7% |
| 净利率 | 0.3% | 3.6% |
| 营收同比 | -5.2% | -4.1% |
| 净利润同比 | -82.8% | -78.1% |
| 每股收益(稀释后) | $0.05 | $1.05 |
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
营收
JJSF
VRTS
| Q1 26 | — | $199.5M | ||
| Q4 25 | $343.8M | $208.0M | ||
| Q3 25 | $410.2M | $216.4M | ||
| Q2 25 | $454.3M | $210.5M | ||
| Q1 25 | $356.1M | $217.9M | ||
| Q4 24 | $362.6M | $233.5M | ||
| Q3 24 | $426.8M | $227.0M | ||
| Q2 24 | $440.0M | $224.4M |
净利润
JJSF
VRTS
| Q1 26 | — | $7.1M | ||
| Q4 25 | $883.0K | $33.9M | ||
| Q3 25 | $11.4M | $31.3M | ||
| Q2 25 | $44.2M | $42.7M | ||
| Q1 25 | $4.8M | $28.1M | ||
| Q4 24 | $5.1M | $39.5M | ||
| Q3 24 | $29.6M | $49.1M | ||
| Q2 24 | $36.3M | $26.0M |
毛利率
JJSF
VRTS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率
JJSF
VRTS
| Q1 26 | — | 7.7% | ||
| Q4 25 | 0.2% | 19.1% | ||
| Q3 25 | 2.8% | 21.7% | ||
| Q2 25 | 13.3% | 21.5% | ||
| Q1 25 | 1.7% | 16.8% | ||
| Q4 24 | 1.7% | 21.7% | ||
| Q3 24 | 9.3% | 24.3% | ||
| Q2 24 | 11.4% | 19.7% |
净利率
JJSF
VRTS
| Q1 26 | — | 3.6% | ||
| Q4 25 | 0.3% | 16.3% | ||
| Q3 25 | 2.8% | 14.5% | ||
| Q2 25 | 9.7% | 20.3% | ||
| Q1 25 | 1.4% | 12.9% | ||
| Q4 24 | 1.4% | 16.9% | ||
| Q3 24 | 6.9% | 21.6% | ||
| Q2 24 | 8.3% | 11.6% |
每股收益(稀释后)
JJSF
VRTS
| Q1 26 | — | $1.05 | ||
| Q4 25 | $0.05 | $5.15 | ||
| Q3 25 | $0.59 | $4.65 | ||
| Q2 25 | $2.26 | $6.12 | ||
| Q1 25 | $0.25 | $4.05 | ||
| Q4 24 | $0.26 | $4.65 | ||
| Q3 24 | $1.52 | $5.71 | ||
| Q2 24 | $1.87 | $2.43 |
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 | $136.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $93.6B |
| 总资产 | $1.3B | — |
| 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
JJSF
VRTS
| Q1 26 | — | $136.6M | ||
| Q4 25 | $66.8M | — | ||
| Q3 25 | $105.9M | — | ||
| Q2 25 | $77.4M | — | ||
| Q1 25 | $48.5M | — | ||
| Q4 24 | $73.6M | — | ||
| Q3 24 | $73.4M | — | ||
| Q2 24 | $64.0M | — |
总债务
JJSF
VRTS
| Q1 26 | — | — | ||
| Q4 25 | — | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | — | $231.7M | ||
| Q4 24 | — | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M |
股东权益
JJSF
VRTS
| Q1 26 | — | $93.6B | ||
| Q4 25 | $912.9M | $934.0M | ||
| Q3 25 | $966.7M | $918.7M | ||
| Q2 25 | $969.9M | $896.4M | ||
| Q1 25 | $935.0M | $893.7M | ||
| Q4 24 | $946.8M | $897.5M | ||
| Q3 24 | $957.0M | $889.0M | ||
| Q2 24 | $937.9M | $868.7M |
总资产
JJSF
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $4.3B | ||
| Q3 25 | $1.4B | $3.9B | ||
| Q2 25 | $1.4B | $3.7B | ||
| Q1 25 | $1.4B | $3.7B | ||
| Q4 24 | $1.3B | $4.0B | ||
| Q3 24 | $1.4B | $3.6B | ||
| Q2 24 | $1.4B | $3.6B |
负债/权益比
JJSF
VRTS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $17.0M | — |
| 自由现金流率自由现金流/营收 | 4.9% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
JJSF
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $36.0M | $-67.2M | ||
| Q3 25 | $66.4M | $108.3M | ||
| Q2 25 | $51.2M | $75.8M | ||
| Q1 25 | $12.3M | $-3.8M | ||
| Q4 24 | $35.2M | $1.8M | ||
| Q3 24 | $46.3M | $69.1M | ||
| Q2 24 | $65.0M | $70.0M |
自由现金流
JJSF
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $17.0M | $-74.1M | ||
| Q3 25 | $44.8M | $106.9M | ||
| Q2 25 | $28.5M | $74.2M | ||
| Q1 25 | $-7.2M | $-6.8M | ||
| Q4 24 | $16.1M | $-3.8M | ||
| Q3 24 | $29.1M | $68.7M | ||
| Q2 24 | $45.3M | $68.6M |
自由现金流率
JJSF
VRTS
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | -35.6% | ||
| Q3 25 | 10.9% | 49.4% | ||
| Q2 25 | 6.3% | 35.2% | ||
| Q1 25 | -2.0% | -3.1% | ||
| Q4 24 | 4.4% | -1.6% | ||
| Q3 24 | 6.8% | 30.3% | ||
| Q2 24 | 10.3% | 30.6% |
资本支出强度
JJSF
VRTS
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 3.3% | ||
| Q3 25 | 5.3% | 0.7% | ||
| Q2 25 | 5.0% | 0.7% | ||
| Q1 25 | 5.5% | 1.4% | ||
| Q4 24 | 5.3% | 2.4% | ||
| Q3 24 | 4.0% | 0.2% | ||
| Q2 24 | 4.5% | 0.6% |
现金转化率
JJSF
VRTS
| Q1 26 | — | — | ||
| Q4 25 | 40.73× | -1.99× | ||
| Q3 25 | 5.84× | 3.45× | ||
| Q2 25 | 1.16× | 1.77× | ||
| Q1 25 | 2.55× | -0.13× | ||
| Q4 24 | 6.84× | 0.04× | ||
| Q3 24 | 1.56× | 1.41× | ||
| Q2 24 | 1.79× | 2.69× |
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% |
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |