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J&J SNACK FOODS CORP（JJSF）与WillScot Holdings Corp（WSC）财务数据对比。点击上方公司名可切换其他公司
WillScot Holdings Corp的季度营收约是J&J SNACK FOODS CORP的1.6倍（$566.0M vs $343.8M），J&J SNACK FOODS CORP净利率更高（0.3% vs -33.1%，领先33.4%），J&J SNACK FOODS CORP同比增速更快（-5.2% vs -6.1%），WillScot Holdings Corp自由现金流更多（$149.7M vs $17.0M），过去两年WillScot Holdings Corp的营收复合增速更高（-1.8% 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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商，服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域，为客户提供灵活可扩展的临时及半永久空间解决方案。
JJSF vs WSC — 直观对比
营收规模更大
WSC
是对方的1.6倍
$343.8M
营收增速更快
JJSF
高出0.9%
-6.1%
净利率更高
JJSF
高出33.4%
-33.1%
自由现金流更多
WSC
多$132.8M
$17.0M
两年增速更快
WSC
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $566.0M |
| 净利润 | $883.0K | $-187.3M |
| 毛利率 | 27.9% | 50.4% |
| 营业利润率 | 0.2% | -32.5% |
| 净利率 | 0.3% | -33.1% |
| 营收同比 | -5.2% | -6.1% |
| 净利润同比 | -82.8% | -310.0% |
| 每股收益（稀释后） | $0.05 | $-1.02 |
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JJSFWSC
| Q4 25 | $343.8M | $566.0M | ||
| Q3 25 | $410.2M | $566.8M | ||
| Q2 25 | $454.3M | $589.1M | ||
| Q1 25 | $356.1M | $559.6M | ||
| Q4 24 | $362.6M | $602.5M | ||
| Q3 24 | $426.8M | $601.4M | ||
| Q2 24 | $440.0M | $604.6M | ||
| Q1 24 | $359.7M | $587.2M |
净利润JJSFWSC
| Q4 25 | $883.0K | $-187.3M | ||
| Q3 25 | $11.4M | $43.3M | ||
| Q2 25 | $44.2M | $47.9M | ||
| Q1 25 | $4.8M | $43.1M | ||
| Q4 24 | $5.1M | $89.2M | ||
| Q3 24 | $29.6M | $-70.5M | ||
| Q2 24 | $36.3M | $-46.9M | ||
| Q1 24 | $13.3M | $56.2M |
毛利率JJSFWSC
| Q4 25 | 27.9% | 50.4% | ||
| Q3 25 | 31.7% | 49.7% | ||
| Q2 25 | 33.0% | 50.3% | ||
| Q1 25 | 26.9% | 53.7% | ||
| Q4 24 | 25.9% | 55.8% | ||
| Q3 24 | 31.8% | 53.5% | ||
| Q2 24 | 33.6% | 54.1% | ||
| Q1 24 | 30.1% | 54.0% |
营业利润率JJSFWSC
| Q4 25 | 0.2% | -32.5% | ||
| Q3 25 | 2.8% | 21.0% | ||
| Q2 25 | 13.3% | 21.5% | ||
| Q1 25 | 1.7% | 21.3% | ||
| Q4 24 | 1.7% | 28.9% | ||
| Q3 24 | 9.3% | -5.9% | ||
| Q2 24 | 11.4% | -0.9% | ||
| Q1 24 | 5.0% | 22.1% |
净利率JJSFWSC
| Q4 25 | 0.3% | -33.1% | ||
| Q3 25 | 2.8% | 7.6% | ||
| Q2 25 | 9.7% | 8.1% | ||
| Q1 25 | 1.4% | 7.7% | ||
| Q4 24 | 1.4% | 14.8% | ||
| Q3 24 | 6.9% | -11.7% | ||
| Q2 24 | 8.3% | -7.7% | ||
| Q1 24 | 3.7% | 9.6% |
每股收益（稀释后）JJSFWSC
| Q4 25 | $0.05 | $-1.02 | ||
| Q3 25 | $0.59 | $0.24 | ||
| Q2 25 | $2.26 | $0.26 | ||
| Q1 25 | $0.25 | $0.23 | ||
| Q4 24 | $0.26 | $0.48 | ||
| Q3 24 | $1.52 | $-0.37 | ||
| Q2 24 | $1.87 | $-0.25 | ||
| Q1 24 | $0.69 | $0.29 |
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 | $14.6M |
| 总债务越低越好 | — | $3.6B |
| 股东权益账面价值 | $912.9M | $856.3M |
| 总资产 | $1.3B | $5.8B |
| 负债/权益比越低杠杆越低 | — | 4.15× |
8季度趋势，按日历期对齐
现金及短期投资JJSFWSC
| Q4 25 | $66.8M | $14.6M | ||
| Q3 25 | $105.9M | $14.8M | ||
| Q2 25 | $77.4M | $12.8M | ||
| Q1 25 | $48.5M | $10.7M | ||
| Q4 24 | $73.6M | $9.0M | ||
| Q3 24 | $73.4M | $11.0M | ||
| Q2 24 | $64.0M | $5.9M | ||
| Q1 24 | $43.6M | $13.1M |
总债务JJSFWSC
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | — | $3.5B |
股东权益JJSFWSC
| Q4 25 | $912.9M | $856.3M | ||
| Q3 25 | $966.7M | $1.1B | ||
| Q2 25 | $969.9M | $1.0B | ||
| Q1 25 | $935.0M | $1.0B | ||
| Q4 24 | $946.8M | $1.0B | ||
| Q3 24 | $957.0M | $1.1B | ||
| Q2 24 | $937.9M | $1.2B | ||
| Q1 24 | $915.7M | $1.3B |
总资产JJSFWSC
| Q4 25 | $1.3B | $5.8B | ||
| Q3 25 | $1.4B | $6.1B | ||
| Q2 25 | $1.4B | $6.1B | ||
| Q1 25 | $1.4B | $6.0B | ||
| Q4 24 | $1.3B | $6.0B | ||
| Q3 24 | $1.4B | $6.0B | ||
| Q2 24 | $1.4B | $6.0B | ||
| Q1 24 | $1.3B | $6.2B |
负债/权益比JJSFWSC
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× | ||
| Q1 24 | — | 2.63× |
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 | $158.9M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $149.7M |
| 自由现金流率自由现金流/营收 | 4.9% | 26.5% |
| 资本支出强度资本支出/营收 | 5.5% | 1.6% |
| 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 | $737.7M |
8季度趋势，按日历期对齐
经营现金流JJSFWSC
| Q4 25 | $36.0M | $158.9M | ||
| Q3 25 | $66.4M | $191.2M | ||
| Q2 25 | $51.2M | $205.3M | ||
| Q1 25 | $12.3M | $206.6M | ||
| Q4 24 | $35.2M | $178.9M | ||
| Q3 24 | $46.3M | $-1.6M | ||
| Q2 24 | $65.0M | $175.6M | ||
| Q1 24 | $12.7M | $208.7M |
自由现金流JJSFWSC
| Q4 25 | $17.0M | $149.7M | ||
| Q3 25 | $44.8M | $186.9M | ||
| Q2 25 | $28.5M | $199.0M | ||
| Q1 25 | $-7.2M | $202.0M | ||
| Q4 24 | $16.1M | $176.6M | ||
| Q3 24 | $29.1M | $-4.9M | ||
| Q2 24 | $45.3M | $169.4M | ||
| Q1 24 | $-4.0M | $202.1M |
自由现金流率JJSFWSC
| Q4 25 | 4.9% | 26.5% | ||
| Q3 25 | 10.9% | 33.0% | ||
| Q2 25 | 6.3% | 33.8% | ||
| Q1 25 | -2.0% | 36.1% | ||
| Q4 24 | 4.4% | 29.3% | ||
| Q3 24 | 6.8% | -0.8% | ||
| Q2 24 | 10.3% | 28.0% | ||
| Q1 24 | -1.1% | 34.4% |
资本支出强度JJSFWSC
| Q4 25 | 5.5% | 1.6% | ||
| Q3 25 | 5.3% | 0.7% | ||
| Q2 25 | 5.0% | 1.1% | ||
| Q1 25 | 5.5% | 0.8% | ||
| Q4 24 | 5.3% | 0.4% | ||
| Q3 24 | 4.0% | 0.6% | ||
| Q2 24 | 4.5% | 1.0% | ||
| Q1 24 | 4.6% | 1.1% |
现金转化率JJSFWSC
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 4.41× | ||
| Q2 25 | 1.16× | 4.28× | ||
| Q1 25 | 2.55× | 4.80× | ||
| Q4 24 | 6.84× | 2.01× | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 1.79× | — | ||
| Q1 24 | 0.96× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
