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J&J SNACK FOODS CORP（JJSF）与Walker & Dunlop, Inc.（WD）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Walker & Dunlop, Inc.的1.0倍（$343.8M vs $340.0M），J&J SNACK FOODS CORP净利率更高（0.3% vs -12.9%，领先13.2%），Walker & Dunlop, Inc.同比增速更快（-0.4% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-680.1M），过去两年Walker & Dunlop, Inc.的营收复合增速更高（22.1% 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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
JJSF vs WD — 直观对比
营收规模更大
JJSF
是对方的1.0倍
$340.0M
营收增速更快
WD
高出4.8%
-5.2%
净利率更高
JJSF
高出13.2%
-12.9%
自由现金流更多
JJSF
多$697.0M
$-680.1M
两年增速更快
WD
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $340.0M |
| 净利润 | $883.0K | $-13.9M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | -17.2% |
| 净利率 | 0.3% | -12.9% |
| 营收同比 | -5.2% | -0.4% |
| 净利润同比 | -82.8% | -131.0% |
| 每股收益（稀释后） | $0.05 | $-0.41 |
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JJSFWD
| Q4 25 | $343.8M | $340.0M | ||
| Q3 25 | $410.2M | $337.7M | ||
| Q2 25 | $454.3M | $319.2M | ||
| Q1 25 | $356.1M | $237.4M | ||
| Q4 24 | $362.6M | $341.5M | ||
| Q3 24 | $426.8M | $292.3M | ||
| Q2 24 | $440.0M | $270.7M | ||
| Q1 24 | $359.7M | $228.1M |
净利润JJSFWD
| Q4 25 | $883.0K | $-13.9M | ||
| Q3 25 | $11.4M | $33.5M | ||
| Q2 25 | $44.2M | $34.0M | ||
| Q1 25 | $4.8M | $2.8M | ||
| Q4 24 | $5.1M | $44.8M | ||
| Q3 24 | $29.6M | $28.8M | ||
| Q2 24 | $36.3M | $22.7M | ||
| Q1 24 | $13.3M | $11.9M |
毛利率JJSFWD
| 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JJSFWD
| Q4 25 | 0.2% | -17.2% | ||
| Q3 25 | 2.8% | 13.6% | ||
| Q2 25 | 13.3% | 14.5% | ||
| Q1 25 | 1.7% | 2.2% | ||
| Q4 24 | 1.7% | 15.3% | ||
| Q3 24 | 9.3% | 12.8% | ||
| Q2 24 | 11.4% | 10.4% | ||
| Q1 24 | 5.0% | 6.0% |
净利率JJSFWD
| Q4 25 | 0.3% | -12.9% | ||
| Q3 25 | 2.8% | 9.9% | ||
| Q2 25 | 9.7% | 10.6% | ||
| Q1 25 | 1.4% | 1.2% | ||
| Q4 24 | 1.4% | 13.1% | ||
| Q3 24 | 6.9% | 9.9% | ||
| Q2 24 | 8.3% | 8.4% | ||
| Q1 24 | 3.7% | 5.2% |
每股收益（稀释后）JJSFWD
| Q4 25 | $0.05 | $-0.41 | ||
| Q3 25 | $0.59 | $0.98 | ||
| Q2 25 | $2.26 | $0.99 | ||
| Q1 25 | $0.25 | $0.08 | ||
| Q4 24 | $0.26 | $1.32 | ||
| Q3 24 | $1.52 | $0.85 | ||
| Q2 24 | $1.87 | $0.67 | ||
| Q1 24 | $0.69 | $0.35 |
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 | $299.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $1.7B |
| 总资产 | $1.3B | $5.1B |
| 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JJSFWD
| Q4 25 | $66.8M | $299.3M | ||
| Q3 25 | $105.9M | $274.8M | ||
| Q2 25 | $77.4M | $233.7M | ||
| Q1 25 | $48.5M | $181.0M | ||
| Q4 24 | $73.6M | $279.3M | ||
| Q3 24 | $73.4M | $179.8M | ||
| Q2 24 | $64.0M | $208.1M | ||
| Q1 24 | $43.6M | $216.5M |
股东权益JJSFWD
| Q4 25 | $912.9M | $1.7B | ||
| Q3 25 | $966.7M | $1.8B | ||
| Q2 25 | $969.9M | $1.8B | ||
| Q1 25 | $935.0M | $1.7B | ||
| Q4 24 | $946.8M | $1.7B | ||
| Q3 24 | $957.0M | $1.7B | ||
| Q2 24 | $937.9M | $1.7B | ||
| Q1 24 | $915.7M | $1.7B |
总资产JJSFWD
| Q4 25 | $1.3B | $5.1B | ||
| Q3 25 | $1.4B | $5.8B | ||
| Q2 25 | $1.4B | $4.7B | ||
| Q1 25 | $1.4B | $4.5B | ||
| Q4 24 | $1.3B | $4.4B | ||
| Q3 24 | $1.4B | $4.6B | ||
| Q2 24 | $1.4B | $4.2B | ||
| Q1 24 | $1.3B | $3.8B |
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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $-680.1M |
| 自由现金流率自由现金流/营收 | 4.9% | -200.0% |
| 资本支出强度资本支出/营收 | 5.5% | 4.6% |
| 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 | $-2.2B |
8季度趋势，按日历期对齐
经营现金流JJSFWD
| Q4 25 | $36.0M | $-664.3M | ||
| Q3 25 | $66.4M | $-948.1M | ||
| Q2 25 | $51.2M | $-238.5M | ||
| Q1 25 | $12.3M | $-281.1M | ||
| Q4 24 | $35.2M | $129.4M | ||
| Q3 24 | $46.3M | $-202.0M | ||
| Q2 24 | $65.0M | $-237.8M | ||
| Q1 24 | $12.7M | $38.4M |
自由现金流JJSFWD
| Q4 25 | $17.0M | $-680.1M | ||
| Q3 25 | $44.8M | $-950.4M | ||
| Q2 25 | $28.5M | $-241.0M | ||
| Q1 25 | $-7.2M | $-284.7M | ||
| Q4 24 | $16.1M | $116.4M | ||
| Q3 24 | $29.1M | $-204.0M | ||
| Q2 24 | $45.3M | $-241.7M | ||
| Q1 24 | $-4.0M | $35.2M |
自由现金流率JJSFWD
| Q4 25 | 4.9% | -200.0% | ||
| Q3 25 | 10.9% | -281.5% | ||
| Q2 25 | 6.3% | -75.5% | ||
| Q1 25 | -2.0% | -120.0% | ||
| Q4 24 | 4.4% | 34.1% | ||
| Q3 24 | 6.8% | -69.8% | ||
| Q2 24 | 10.3% | -89.3% | ||
| Q1 24 | -1.1% | 15.4% |
资本支出强度JJSFWD
| Q4 25 | 5.5% | 4.6% | ||
| Q3 25 | 5.3% | 0.7% | ||
| Q2 25 | 5.0% | 0.8% | ||
| Q1 25 | 5.5% | 1.5% | ||
| Q4 24 | 5.3% | 3.8% | ||
| Q3 24 | 4.0% | 0.7% | ||
| Q2 24 | 4.5% | 1.4% | ||
| Q1 24 | 4.6% | 1.4% |
现金转化率JJSFWD
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | -28.34× | ||
| Q2 25 | 1.16× | -7.02× | ||
| Q1 25 | 2.55× | -102.07× | ||
| Q4 24 | 6.84× | 2.89× | ||
| Q3 24 | 1.56× | -7.01× | ||
| Q2 24 | 1.79× | -10.49× | ||
| Q1 24 | 0.96× | 3.24× |
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% |
WD
暂无分部数据
