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J&J SNACK FOODS CORP（JJSF）与Waystar Holding Corp.（WAY）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Waystar Holding Corp.的1.1倍（$343.8M vs $313.9M），Waystar Holding Corp.净利率更高（13.8% vs 0.3%，领先13.5%），Waystar Holding Corp.同比增速更快（22.4% vs -5.2%），Waystar Holding Corp.自由现金流更多（$90.3M vs $17.0M），过去两年Waystar Holding Corp.的营收复合增速更高（15.7% 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。
Waystar Holding Corp是一家领先的医疗健康支付与营收周期管理解决方案提供商，服务覆盖美国各地的医疗机构、医疗系统和支付方，旗下工具可简化账单处理、理赔申请、患者缴费流程，帮助医疗机构降低行政负担、优化营收表现。
JJSF vs WAY — 直观对比
营收规模更大
JJSF
是对方的1.1倍
$313.9M
营收增速更快
WAY
高出27.6%
-5.2%
净利率更高
WAY
高出13.5%
0.3%
自由现金流更多
WAY
多$73.3M
$17.0M
两年增速更快
WAY
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $313.9M |
| 净利润 | $883.0K | $43.3M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 25.6% |
| 净利率 | 0.3% | 13.8% |
| 营收同比 | -5.2% | 22.4% |
| 净利润同比 | -82.8% | 47.9% |
| 每股收益（稀释后） | $0.05 | $0.42 |
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JJSFWAY
| Q1 26 | — | $313.9M | ||
| Q4 25 | $343.8M | $303.5M | ||
| Q3 25 | $410.2M | $268.7M | ||
| Q2 25 | $454.3M | $270.7M | ||
| Q1 25 | $356.1M | $256.4M | ||
| Q4 24 | $362.6M | $244.1M | ||
| Q3 24 | $426.8M | $240.1M | ||
| Q2 24 | $440.0M | $234.5M |
净利润JJSFWAY
| Q1 26 | — | $43.3M | ||
| Q4 25 | $883.0K | $20.0M | ||
| Q3 25 | $11.4M | $30.6M | ||
| Q2 25 | $44.2M | $32.2M | ||
| Q1 25 | $4.8M | $29.3M | ||
| Q4 24 | $5.1M | $19.1M | ||
| Q3 24 | $29.6M | $5.4M | ||
| Q2 24 | $36.3M | $-27.7M |
毛利率JJSFWAY
| 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JJSFWAY
| Q1 26 | — | 25.6% | ||
| Q4 25 | 0.2% | 19.4% | ||
| Q3 25 | 2.8% | 22.4% | ||
| Q2 25 | 13.3% | 24.0% | ||
| Q1 25 | 1.7% | 25.4% | ||
| Q4 24 | 1.7% | 21.8% | ||
| Q3 24 | 9.3% | 11.3% | ||
| Q2 24 | 11.4% | 3.5% |
净利率JJSFWAY
| Q1 26 | — | 13.8% | ||
| Q4 25 | 0.3% | 6.6% | ||
| Q3 25 | 2.8% | 11.4% | ||
| Q2 25 | 9.7% | 11.9% | ||
| Q1 25 | 1.4% | 11.4% | ||
| Q4 24 | 1.4% | 7.8% | ||
| Q3 24 | 6.9% | 2.3% | ||
| Q2 24 | 8.3% | -11.8% |
每股收益（稀释后）JJSFWAY
| Q1 26 | — | $0.42 | ||
| Q4 25 | $0.05 | $0.10 | ||
| Q3 25 | $0.59 | $0.17 | ||
| Q2 25 | $2.26 | $0.18 | ||
| Q1 25 | $0.25 | $0.16 | ||
| Q4 24 | $0.26 | $0.18 | ||
| Q3 24 | $1.52 | $0.03 | ||
| Q2 24 | $1.87 | $-0.21 |
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 | $34.3M |
| 总债务越低越好 | — | $13.5M |
| 股东权益账面价值 | $912.9M | $3.9B |
| 总资产 | $1.3B | $5.8B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资JJSFWAY
| Q1 26 | — | $34.3M | ||
| Q4 25 | $66.8M | $61.4M | ||
| Q3 25 | $105.9M | $421.1M | ||
| Q2 25 | $77.4M | $290.3M | ||
| Q1 25 | $48.5M | $224.0M | ||
| Q4 24 | $73.6M | $182.1M | ||
| Q3 24 | $73.4M | $127.1M | ||
| Q2 24 | $64.0M | $68.4M |
总债务JJSFWAY
| Q1 26 | — | $13.5M | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益JJSFWAY
| Q1 26 | — | $3.9B | ||
| Q4 25 | $912.9M | $3.9B | ||
| Q3 25 | $966.7M | $3.2B | ||
| Q2 25 | $969.9M | $3.2B | ||
| Q1 25 | $935.0M | $3.1B | ||
| Q4 24 | $946.8M | $3.1B | ||
| Q3 24 | $957.0M | $3.1B | ||
| Q2 24 | $937.9M | $2.9B |
总资产JJSFWAY
| Q1 26 | — | $5.8B | ||
| Q4 25 | $1.3B | $5.8B | ||
| Q3 25 | $1.4B | $4.7B | ||
| Q2 25 | $1.4B | $4.7B | ||
| Q1 25 | $1.4B | $4.6B | ||
| Q4 24 | $1.3B | $4.6B | ||
| Q3 24 | $1.4B | $4.5B | ||
| Q2 24 | $1.4B | $4.6B |
负债/权益比JJSFWAY
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.38× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | — | ||
| 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 | $84.9M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $90.3M |
| 自由现金流率自由现金流/营收 | 4.9% | 28.8% |
| 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× | 1.96× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $314.6M |
8季度趋势，按日历期对齐
经营现金流JJSFWAY
| Q1 26 | — | $84.9M | ||
| Q4 25 | $36.0M | $66.6M | ||
| Q3 25 | $66.4M | $82.0M | ||
| Q2 25 | $51.2M | $96.8M | ||
| Q1 25 | $12.3M | $64.2M | ||
| Q4 24 | $35.2M | — | ||
| Q3 24 | $46.3M | $78.8M | ||
| Q2 24 | $65.0M | $15.4M |
自由现金流JJSFWAY
| Q1 26 | — | $90.3M | ||
| Q4 25 | $17.0M | $57.2M | ||
| Q3 25 | $44.8M | $76.2M | ||
| Q2 25 | $28.5M | $91.0M | ||
| Q1 25 | $-7.2M | $58.8M | ||
| Q4 24 | $16.1M | — | ||
| Q3 24 | $29.1M | $70.2M | ||
| Q2 24 | $45.3M | $8.6M |
自由现金流率JJSFWAY
| Q1 26 | — | 28.8% | ||
| Q4 25 | 4.9% | 18.9% | ||
| Q3 25 | 10.9% | 28.3% | ||
| Q2 25 | 6.3% | 33.6% | ||
| Q1 25 | -2.0% | 22.9% | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 6.8% | 29.2% | ||
| Q2 24 | 10.3% | 3.7% |
资本支出强度JJSFWAY
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 3.1% | ||
| Q3 25 | 5.3% | 2.2% | ||
| Q2 25 | 5.0% | 2.1% | ||
| Q1 25 | 5.5% | 2.1% | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 4.0% | 3.6% | ||
| Q2 24 | 4.5% | 2.9% |
现金转化率JJSFWAY
| Q1 26 | — | 1.96× | ||
| Q4 25 | 40.73× | 3.33× | ||
| Q3 25 | 5.84× | 2.68× | ||
| Q2 25 | 1.16× | 3.01× | ||
| Q1 25 | 2.55× | 2.20× | ||
| Q4 24 | 6.84× | — | ||
| Q3 24 | 1.56× | 14.56× | ||
| Q2 24 | 1.79× | — |
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% |
WAY
| Subscription | $172.2M | 55% |
| Volume-based | $139.5M | 44% |
