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J&J SNACK FOODS CORP（JJSF）与Clear Secure, Inc.（YOU）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Clear Secure, Inc.的1.4倍（$343.8M vs $240.8M），Clear Secure, Inc.净利率更高（12.8% vs 0.3%，领先12.5%），Clear Secure, Inc.同比增速更快（16.7% vs -5.2%），Clear Secure, Inc.自由现金流更多（$187.4M vs $17.0M），过去两年Clear Secure, Inc.的营收复合增速更高（16.0% 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。
Clear Secure, Inc.是美国一家科技企业，主营生物识别旅行证件核验系统，其服务已覆盖部分大型机场与体育场馆。公司成立于2003年，2009年申请破产后停运，2012年重启运营，最终于2021年成功上市。
JJSF vs YOU — 直观对比
营收规模更大
JJSF
是对方的1.4倍
$240.8M
营收增速更快
YOU
高出21.9%
-5.2%
净利率更高
YOU
高出12.5%
0.3%
自由现金流更多
YOU
多$170.4M
$17.0M
两年增速更快
YOU
近两年复合增速
-2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.8M | $240.8M |
| 净利润 | $883.0K | $30.8M |
| 毛利率 | 27.9% | — |
| 营业利润率 | 0.2% | 22.4% |
| 净利率 | 0.3% | 12.8% |
| 营收同比 | -5.2% | 16.7% |
| 净利润同比 | -82.8% | -70.2% |
| 每股收益（稀释后） | $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JJSFYOU
| Q4 25 | $343.8M | $240.8M | ||
| Q3 25 | $410.2M | $229.2M | ||
| Q2 25 | $454.3M | $219.5M | ||
| Q1 25 | $356.1M | $211.4M | ||
| Q4 24 | $362.6M | $206.3M | ||
| Q3 24 | $426.8M | $198.4M | ||
| Q2 24 | $440.0M | $186.7M | ||
| Q1 24 | $359.7M | $179.0M |
净利润JJSFYOU
| Q4 25 | $883.0K | $30.8M | ||
| Q3 25 | $11.4M | $28.3M | ||
| Q2 25 | $44.2M | $24.7M | ||
| Q1 25 | $4.8M | $25.4M | ||
| Q4 24 | $5.1M | $103.3M | ||
| Q3 24 | $29.6M | $23.5M | ||
| Q2 24 | $36.3M | $24.1M | ||
| Q1 24 | $13.3M | $18.8M |
毛利率JJSFYOU
| 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JJSFYOU
| Q4 25 | 0.2% | 22.4% | ||
| Q3 25 | 2.8% | 23.0% | ||
| Q2 25 | 13.3% | 19.4% | ||
| Q1 25 | 1.7% | 17.7% | ||
| Q4 24 | 1.7% | 16.5% | ||
| Q3 24 | 9.3% | 17.7% | ||
| Q2 24 | 11.4% | 16.2% | ||
| Q1 24 | 5.0% | 13.2% |
净利率JJSFYOU
| Q4 25 | 0.3% | 12.8% | ||
| Q3 25 | 2.8% | 12.3% | ||
| Q2 25 | 9.7% | 11.3% | ||
| Q1 25 | 1.4% | 12.0% | ||
| Q4 24 | 1.4% | 50.1% | ||
| Q3 24 | 6.9% | 11.8% | ||
| Q2 24 | 8.3% | 12.9% | ||
| Q1 24 | 3.7% | 10.5% |
每股收益（稀释后）JJSFYOU
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.59 | — | ||
| Q2 25 | $2.26 | — | ||
| Q1 25 | $0.25 | — | ||
| Q4 24 | $0.26 | — | ||
| Q3 24 | $1.52 | — | ||
| Q2 24 | $1.87 | — | ||
| Q1 24 | $0.69 | — |
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 | $85.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $912.9M | $177.7M |
| 总资产 | $1.3B | $1.3B |
| 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JJSFYOU
| Q4 25 | $66.8M | $85.7M | ||
| Q3 25 | $105.9M | $75.8M | ||
| Q2 25 | $77.4M | $89.3M | ||
| Q1 25 | $48.5M | $87.6M | ||
| Q4 24 | $73.6M | $66.9M | ||
| Q3 24 | $73.4M | $32.9M | ||
| Q2 24 | $64.0M | $39.1M | ||
| Q1 24 | $43.6M | $64.1M |
股东权益JJSFYOU
| Q4 25 | $912.9M | $177.7M | ||
| Q3 25 | $966.7M | $148.6M | ||
| Q2 25 | $969.9M | $121.3M | ||
| Q1 25 | $935.0M | $116.7M | ||
| Q4 24 | $946.8M | $198.4M | ||
| Q3 24 | $957.0M | $129.0M | ||
| Q2 24 | $937.9M | $153.5M | ||
| Q1 24 | $915.7M | $165.9M |
总资产JJSFYOU
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.4B | $858.6M | ||
| Q2 24 | $1.4B | $982.4M | ||
| Q1 24 | $1.3B | $1.0B |
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 | $198.4M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $187.4M |
| 自由现金流率自由现金流/营收 | 4.9% | 77.8% |
| 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× | 6.45× |
| 过去12个月自由现金流最近4个季度 | $83.1M | $343.1M |
8季度趋势，按日历期对齐
经营现金流JJSFYOU
| Q4 25 | $36.0M | $198.4M | ||
| Q3 25 | $66.4M | $-47.3M | ||
| Q2 25 | $51.2M | $123.0M | ||
| Q1 25 | $12.3M | $98.3M | ||
| Q4 24 | $35.2M | $136.6M | ||
| Q3 24 | $46.3M | $-35.9M | ||
| Q2 24 | $65.0M | $114.6M | ||
| Q1 24 | $12.7M | $80.3M |
自由现金流JJSFYOU
| Q4 25 | $17.0M | $187.4M | ||
| Q3 25 | $44.8M | $-53.5M | ||
| Q2 25 | $28.5M | $117.9M | ||
| Q1 25 | $-7.2M | $91.3M | ||
| Q4 24 | $16.1M | $133.9M | ||
| Q3 24 | $29.1M | $-37.9M | ||
| Q2 24 | $45.3M | $110.1M | ||
| Q1 24 | $-4.0M | $77.6M |
自由现金流率JJSFYOU
| Q4 25 | 4.9% | 77.8% | ||
| Q3 25 | 10.9% | -23.3% | ||
| Q2 25 | 6.3% | 53.7% | ||
| Q1 25 | -2.0% | 43.2% | ||
| Q4 24 | 4.4% | 64.9% | ||
| Q3 24 | 6.8% | -19.1% | ||
| Q2 24 | 10.3% | 59.0% | ||
| Q1 24 | -1.1% | 43.3% |
资本支出强度JJSFYOU
| Q4 25 | 5.5% | 4.6% | ||
| Q3 25 | 5.3% | 2.7% | ||
| Q2 25 | 5.0% | 2.3% | ||
| Q1 25 | 5.5% | 3.4% | ||
| Q4 24 | 5.3% | 1.3% | ||
| Q3 24 | 4.0% | 1.0% | ||
| Q2 24 | 4.5% | 2.4% | ||
| Q1 24 | 4.6% | 1.6% |
现金转化率JJSFYOU
| Q4 25 | 40.73× | 6.45× | ||
| Q3 25 | 5.84× | -1.67× | ||
| Q2 25 | 1.16× | 4.97× | ||
| Q1 25 | 2.55× | 3.87× | ||
| Q4 24 | 6.84× | 1.32× | ||
| Q3 24 | 1.56× | -1.53× | ||
| Q2 24 | 1.79× | 4.75× | ||
| Q1 24 | 0.96× | 4.27× |
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% |
YOU
暂无分部数据
