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J&J SNACK FOODS CORP（JJSF）与Vestis Corp（VSTS）财务数据对比。点击上方公司名可切换其他公司
Vestis Corp的季度营收约是J&J SNACK FOODS CORP的1.9倍（$663.4M vs $343.8M），J&J SNACK FOODS CORP净利率更高（0.3% vs -1.0%，领先1.2%），Vestis Corp同比增速更快（-3.0% vs -5.2%），Vestis Corp自由现金流更多（$28.3M vs $17.0M），过去两年J&J SNACK FOODS CORP的营收复合增速更高（-2.2% vs -3.0%）
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。
Vestis Corp是北美领先的工作制服、安全防护服饰及配套设施服务供应商，服务覆盖医疗、制造、零售、餐饮住宿、公共服务等多个领域，为企业客户提供定制化的制服租赁、清洁与日常维护解决方案。
JJSF vs VSTS — 直观对比
营收规模更大
VSTS
是对方的1.9倍
$343.8M
营收增速更快
VSTS
高出2.2%
-5.2%
净利率更高
JJSF
高出1.2%
-1.0%
自由现金流更多
VSTS
多$11.3M
$17.0M
两年增速更快
JJSF
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $663.4M |
| 净利润 | $883.0K | $-6.4M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 2.5% |
| 净利率 | 0.3% | -1.0% |
| 营收同比 | -5.2% | -3.0% |
| 净利润同比 | -82.8% | -868.1% |
| 每股收益（稀释后） | $0.05 | $-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
营收JJSFVSTS
| Q1 26 | — | $663.4M | ||
| Q4 25 | $343.8M | $712.0M | ||
| Q3 25 | $410.2M | — | ||
| Q2 25 | $454.3M | $673.8M | ||
| Q1 25 | $356.1M | $665.2M | ||
| Q4 24 | $362.6M | $683.8M | ||
| Q3 24 | $426.8M | $684.3M | ||
| Q2 24 | $440.0M | $698.2M |
净利润JJSFVSTS
| Q1 26 | — | $-6.4M | ||
| Q4 25 | $883.0K | $-12.5M | ||
| Q3 25 | $11.4M | — | ||
| Q2 25 | $44.2M | $-676.0K | ||
| Q1 25 | $4.8M | $-27.8M | ||
| Q4 24 | $5.1M | $832.0K | ||
| Q3 24 | $29.6M | $-2.3M | ||
| Q2 24 | $36.3M | $5.0M |
毛利率JJSFVSTS
| 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JJSFVSTS
| Q1 26 | — | 2.5% | ||
| Q4 25 | 0.2% | 2.5% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 13.3% | 3.7% | ||
| Q1 25 | 1.7% | -1.3% | ||
| Q4 24 | 1.7% | 4.4% | ||
| Q3 24 | 9.3% | 4.4% | ||
| Q2 24 | 11.4% | 5.4% |
净利率JJSFVSTS
| Q1 26 | — | -1.0% | ||
| Q4 25 | 0.3% | -1.8% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 9.7% | -0.1% | ||
| Q1 25 | 1.4% | -4.2% | ||
| Q4 24 | 1.4% | 0.1% | ||
| Q3 24 | 6.9% | -0.3% | ||
| Q2 24 | 8.3% | 0.7% |
每股收益（稀释后）JJSFVSTS
| Q1 26 | — | $-0.05 | ||
| Q4 25 | $0.05 | $-0.10 | ||
| Q3 25 | $0.59 | — | ||
| Q2 25 | $2.26 | $-0.01 | ||
| Q1 25 | $0.25 | $-0.21 | ||
| Q4 24 | $0.26 | $0.01 | ||
| Q3 24 | $1.52 | $-0.02 | ||
| Q2 24 | $1.87 | $0.04 |
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 | $41.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $864.4M |
| 总资产 | $1.3B | $2.9B |
| 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JJSFVSTS
| Q1 26 | — | $41.5M | ||
| Q4 25 | $66.8M | $29.7M | ||
| Q3 25 | $105.9M | — | ||
| Q2 25 | $77.4M | $23.7M | ||
| Q1 25 | $48.5M | $28.8M | ||
| Q4 24 | $73.6M | $18.6M | ||
| Q3 24 | $73.4M | $31.0M | ||
| Q2 24 | $64.0M | $29.1M |
总债务JJSFVSTS
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — |
股东权益JJSFVSTS
| Q1 26 | — | $864.4M | ||
| Q4 25 | $912.9M | $865.6M | ||
| Q3 25 | $966.7M | — | ||
| Q2 25 | $969.9M | $882.2M | ||
| Q1 25 | $935.0M | $876.3M | ||
| Q4 24 | $946.8M | $899.6M | ||
| Q3 24 | $957.0M | $903.1M | ||
| Q2 24 | $937.9M | $901.2M |
总资产JJSFVSTS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.3B | $2.9B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | $2.9B | ||
| Q1 25 | $1.4B | $2.9B | ||
| Q4 24 | $1.3B | $2.9B | ||
| Q3 24 | $1.4B | $2.9B | ||
| Q2 24 | $1.4B | $3.1B |
负债/权益比JJSFVSTS
| Q1 26 | — | — | ||
| Q4 25 | — | 1.35× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | — |
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 | $37.7M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $28.3M |
| 自由现金流率自由现金流/营收 | 4.9% | 4.3% |
| 资本支出强度资本支出/营收 | 5.5% | 1.4% |
| 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 | $45.0M |
8季度趋势，按日历期对齐
经营现金流JJSFVSTS
| Q1 26 | — | $37.7M | ||
| Q4 25 | $36.0M | $30.9M | ||
| Q3 25 | $66.4M | — | ||
| Q2 25 | $51.2M | $22.9M | ||
| Q1 25 | $12.3M | $6.7M | ||
| Q4 24 | $35.2M | $3.8M | ||
| Q3 24 | $46.3M | $295.6M | ||
| Q2 24 | $65.0M | $48.7M |
自由现金流JJSFVSTS
| Q1 26 | — | $28.3M | ||
| Q4 25 | $17.0M | $15.6M | ||
| Q3 25 | $44.8M | — | ||
| Q2 25 | $28.5M | $8.0M | ||
| Q1 25 | $-7.2M | $-6.9M | ||
| Q4 24 | $16.1M | $-11.0M | ||
| Q3 24 | $29.1M | $267.5M | ||
| Q2 24 | $45.3M | $27.7M |
自由现金流率JJSFVSTS
| Q1 26 | — | 4.3% | ||
| Q4 25 | 4.9% | 2.2% | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 6.3% | 1.2% | ||
| Q1 25 | -2.0% | -1.0% | ||
| Q4 24 | 4.4% | -1.6% | ||
| Q3 24 | 6.8% | 39.1% | ||
| Q2 24 | 10.3% | 4.0% |
资本支出强度JJSFVSTS
| Q1 26 | — | 1.4% | ||
| Q4 25 | 5.5% | 2.2% | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 5.0% | 2.2% | ||
| Q1 25 | 5.5% | 2.0% | ||
| Q4 24 | 5.3% | 2.2% | ||
| Q3 24 | 4.0% | 4.1% | ||
| Q2 24 | 4.5% | 3.0% |
现金转化率JJSFVSTS
| Q1 26 | — | — | ||
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 2.55× | — | ||
| Q4 24 | 6.84× | 4.54× | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 1.79× | 9.66× |
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% |
VSTS
| Workplace Supplies | $375.2M | 57% |
| Uniforms | $227.7M | 34% |
| Other | $60.5M | 9% |
