vs
J&J SNACK FOODS CORP（JJSF）与渥弗林（WWW）财务数据对比。点击上方公司名可切换其他公司
渥弗林的季度营收约是J&J SNACK FOODS CORP的1.5倍（$517.5M vs $343.8M），渥弗林净利率更高（6.1% vs 0.3%，领先5.9%），渥弗林同比增速更快（25.5% vs -5.2%），渥弗林自由现金流更多（$145.6M vs $17.0M），过去两年渥弗林的营收复合增速更高（14.5% 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。
渥弗林是一家国际知名的鞋履、服饰及配饰设计、生产与销售企业，旗下拥有迈乐、斯佩里、索康尼、暇步士等多个知名品牌，覆盖户外休闲、日常穿搭、工装、运动等消费领域，产品通过线上线下渠道及批发网络销往全球。
JJSF vs WWW — 直观对比
营收规模更大
WWW
是对方的1.5倍
$343.8M
营收增速更快
WWW
高出30.7%
-5.2%
净利率更高
WWW
高出5.9%
0.3%
自由现金流更多
WWW
多$128.6M
$17.0M
两年增速更快
WWW
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $517.5M |
| 净利润 | $883.0K | $31.8M |
| 毛利率 | 27.9% | 47.3% |
| 营业利润率 | 0.2% | 9.7% |
| 净利率 | 0.3% | 6.1% |
| 营收同比 | -5.2% | 25.5% |
| 净利润同比 | -82.8% | 162.8% |
| 每股收益（稀释后） | $0.05 | $0.37 |
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JJSFWWW
| Q1 26 | — | $517.5M | ||
| Q4 25 | $343.8M | — | ||
| Q3 25 | $410.2M | $470.3M | ||
| Q2 25 | $454.3M | $474.2M | ||
| Q1 25 | $356.1M | $412.3M | ||
| Q4 24 | $362.6M | $494.7M | ||
| Q3 24 | $426.8M | $440.2M | ||
| Q2 24 | $440.0M | $425.2M |
净利润JJSFWWW
| Q1 26 | — | $31.8M | ||
| Q4 25 | $883.0K | — | ||
| Q3 25 | $11.4M | $25.1M | ||
| Q2 25 | $44.2M | $26.8M | ||
| Q1 25 | $4.8M | $12.1M | ||
| Q4 24 | $5.1M | $23.1M | ||
| Q3 24 | $29.6M | $23.2M | ||
| Q2 24 | $36.3M | $13.8M |
毛利率JJSFWWW
| Q1 26 | — | 47.3% | ||
| Q4 25 | 27.9% | — | ||
| Q3 25 | 31.7% | 47.5% | ||
| Q2 25 | 33.0% | 47.2% | ||
| Q1 25 | 26.9% | 47.2% | ||
| Q4 24 | 25.9% | 43.4% | ||
| Q3 24 | 31.8% | 45.1% | ||
| Q2 24 | 33.6% | 43.1% |
营业利润率JJSFWWW
| Q1 26 | — | 9.7% | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 2.8% | 8.4% | ||
| Q2 25 | 13.3% | 8.6% | ||
| Q1 25 | 1.7% | 4.8% | ||
| Q4 24 | 1.7% | 7.4% | ||
| Q3 24 | 9.3% | 7.9% | ||
| Q2 24 | 11.4% | 6.8% |
净利率JJSFWWW
| Q1 26 | — | 6.1% | ||
| Q4 25 | 0.3% | — | ||
| Q3 25 | 2.8% | 5.3% | ||
| Q2 25 | 9.7% | 5.7% | ||
| Q1 25 | 1.4% | 2.9% | ||
| Q4 24 | 1.4% | 4.7% | ||
| Q3 24 | 6.9% | 5.3% | ||
| Q2 24 | 8.3% | 3.2% |
每股收益（稀释后）JJSFWWW
| Q1 26 | — | $0.37 | ||
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.59 | $0.30 | ||
| Q2 25 | $2.26 | $0.32 | ||
| Q1 25 | $0.25 | $0.15 | ||
| Q4 24 | $0.26 | $0.29 | ||
| Q3 24 | $1.52 | $0.28 | ||
| Q2 24 | $1.87 | $0.17 |
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 | — |
| 总债务越低越好 | — | $621.7M |
| 股东权益账面价值 | $912.9M | $408.0M |
| 总资产 | $1.3B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 1.52× |
8季度趋势，按日历期对齐
现金及短期投资JJSFWWW
| Q1 26 | — | — | ||
| 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JJSFWWW
| Q1 26 | — | $621.7M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $676.4M | ||
| Q2 25 | — | $708.5M | ||
| Q1 25 | — | $710.8M | ||
| Q4 24 | — | $648.0M | ||
| Q3 24 | — | $702.8M | ||
| Q2 24 | — | $814.7M |
股东权益JJSFWWW
| Q1 26 | — | $408.0M | ||
| Q4 25 | $912.9M | — | ||
| Q3 25 | $966.7M | $376.7M | ||
| Q2 25 | $969.9M | $344.0M | ||
| Q1 25 | $935.0M | $310.6M | ||
| Q4 24 | $946.8M | $312.9M | ||
| Q3 24 | $957.0M | $295.2M | ||
| Q2 24 | $937.9M | $262.1M |
总资产JJSFWWW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.4B | $1.8B |
负债/权益比JJSFWWW
| Q1 26 | — | 1.52× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.80× | ||
| Q2 25 | — | 2.06× | ||
| Q1 25 | — | 2.29× | ||
| Q4 24 | — | 2.07× | ||
| Q3 24 | — | 2.38× | ||
| Q2 24 | — | 3.11× |
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 | $146.2M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $145.6M |
| 自由现金流率自由现金流/营收 | 4.9% | 28.1% |
| 资本支出强度资本支出/营收 | 5.5% | 0.1% |
| 现金转化率经营现金流/净利润 | 40.73× | 4.60× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $125.5M |
8季度趋势，按日历期对齐
经营现金流JJSFWWW
| Q1 26 | — | $146.2M | ||
| Q4 25 | $36.0M | — | ||
| Q3 25 | $66.4M | $33.0M | ||
| Q2 25 | $51.2M | $44.6M | ||
| Q1 25 | $12.3M | $-83.8M | ||
| Q4 24 | $35.2M | $82.4M | ||
| Q3 24 | $46.3M | $108.2M | ||
| Q2 24 | $65.0M | $26.7M |
自由现金流JJSFWWW
| Q1 26 | — | $145.6M | ||
| Q4 25 | $17.0M | — | ||
| Q3 25 | $44.8M | $30.1M | ||
| Q2 25 | $28.5M | $41.2M | ||
| Q1 25 | $-7.2M | $-91.4M | ||
| Q4 24 | $16.1M | $74.4M | ||
| Q3 24 | $29.1M | $104.1M | ||
| Q2 24 | $45.3M | $23.7M |
自由现金流率JJSFWWW
| Q1 26 | — | 28.1% | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 10.9% | 6.4% | ||
| Q2 25 | 6.3% | 8.7% | ||
| Q1 25 | -2.0% | -22.2% | ||
| Q4 24 | 4.4% | 15.0% | ||
| Q3 24 | 6.8% | 23.6% | ||
| Q2 24 | 10.3% | 5.6% |
资本支出强度JJSFWWW
| Q1 26 | — | 0.1% | ||
| Q4 25 | 5.5% | — | ||
| Q3 25 | 5.3% | 0.6% | ||
| Q2 25 | 5.0% | 0.7% | ||
| Q1 25 | 5.5% | 1.8% | ||
| Q4 24 | 5.3% | 1.6% | ||
| Q3 24 | 4.0% | 0.9% | ||
| Q2 24 | 4.5% | 0.7% |
现金转化率JJSFWWW
| Q1 26 | — | 4.60× | ||
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 1.31× | ||
| Q2 25 | 1.16× | 1.66× | ||
| Q1 25 | 2.55× | -6.93× | ||
| Q4 24 | 6.84× | 3.57× | ||
| Q3 24 | 1.56× | 4.66× | ||
| Q2 24 | 1.79× | 1.93× |
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% |
WWW
| Sales Channel Through Intermediary | $230.2M | 44% |
| Sales Channel Directly To Consumer | $142.6M | 28% |
| Work Group | $134.0M | 26% |
| Other | $10.7M | 2% |
