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艾奕康（ACM）与仲量联行（JLL）财务数据对比。点击上方公司名可切换其他公司
仲量联行的季度营收约是艾奕康的2.0倍（$7.6B vs $3.8B），仲量联行净利率更高（5.3% vs 1.9%，领先3.3%），仲量联行同比增速更快（11.7% vs 1.6%），过去两年仲量联行的营收复合增速更高（21.9% vs -1.4%）
AECOM是一家总部位于美国得克萨斯州达拉斯的跨国基础设施咨询企业，业务覆盖全球多地区，为交通、建筑、水务、能源等多个领域的工程项目提供专业规划、设计、项目管理等一体化咨询解决方案，在全球基建咨询行业拥有领先的市场地位。
仲量联行（JLL）是总部位于美国芝加哥的全球知名房地产服务企业，位列《财富》世界500强第188位，在80个国家设有办事处，面向机构投资者、散户投资者及高净值人群提供全球投资管理服务，同时通过JLL Technologies推出科技产品，旗下PropTech基金JLL Spark主营地产科技领域风险投资。
ACM vs JLL — 直观对比
营收规模更大
JLL
是对方的2.0倍
$3.8B
营收增速更快
JLL
高出10.1%
1.6%
净利率更高
JLL
高出3.3%
1.9%
两年增速更快
JLL
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $7.6B |
| 净利润 | $74.5M | $401.8M |
| 毛利率 | 7.3% | — |
| 营业利润率 | 5.8% | 6.7% |
| 净利率 | 1.9% | 5.3% |
| 营收同比 | 1.6% | 11.7% |
| 净利润同比 | -48.0% | 66.6% |
| 每股收益（稀释后） | $0.56 | $8.33 |
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ACMJLL
| Q1 26 | $3.8B | — | ||
| Q4 25 | — | $7.6B | ||
| Q3 25 | $4.2B | $6.5B | ||
| Q2 25 | $4.2B | $6.3B | ||
| Q1 25 | $3.8B | $5.7B | ||
| Q4 24 | $4.0B | $6.8B | ||
| Q3 24 | $4.1B | $5.9B | ||
| Q2 24 | $4.2B | $5.6B |
净利润ACMJLL
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $401.8M | ||
| Q3 25 | $120.4M | $222.4M | ||
| Q2 25 | $131.0M | $110.5M | ||
| Q1 25 | $143.4M | $57.5M | ||
| Q4 24 | $167.0M | $241.2M | ||
| Q3 24 | $172.5M | $155.1M | ||
| Q2 24 | $134.3M | $84.4M |
毛利率ACMJLL
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 7.2% | — | ||
| Q2 24 | 6.9% | — |
营业利润率ACMJLL
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 6.7% | ||
| Q3 25 | 5.7% | 4.2% | ||
| Q2 25 | 7.0% | 3.2% | ||
| Q1 25 | 6.8% | 2.1% | ||
| Q4 24 | 5.9% | 5.5% | ||
| Q3 24 | 5.8% | 3.9% | ||
| Q2 24 | 5.5% | 2.7% |
净利率ACMJLL
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 5.3% | ||
| Q3 25 | 2.9% | 3.4% | ||
| Q2 25 | 3.1% | 1.8% | ||
| Q1 25 | 3.8% | 1.0% | ||
| Q4 24 | 4.2% | 3.5% | ||
| Q3 24 | 4.2% | 2.6% | ||
| Q2 24 | 3.2% | 1.5% |
每股收益（稀释后）ACMJLL
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $8.33 | ||
| Q3 25 | $0.90 | $4.61 | ||
| Q2 25 | $0.98 | $2.32 | ||
| Q1 25 | $1.08 | $1.14 | ||
| Q4 24 | $1.25 | $4.98 | ||
| Q3 24 | $1.27 | $3.20 | ||
| Q2 24 | $0.98 | $1.75 |
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 | $1.2B | $599.1M |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $2.2B | $7.5B |
| 总资产 | $11.9B | $17.8B |
| 负债/权益比越低杠杆越低 | 1.18× | — |
8季度趋势，按日历期对齐
现金及短期投资ACMJLL
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $599.1M | ||
| Q3 25 | $1.6B | $428.9M | ||
| Q2 25 | $1.8B | $401.4M | ||
| Q1 25 | $1.6B | $432.4M | ||
| Q4 24 | $1.6B | $416.3M | ||
| Q3 24 | $1.6B | $437.8M | ||
| Q2 24 | $1.6B | $424.4M |
总债务ACMJLL
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — |
股东权益ACMJLL
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $7.5B | ||
| Q3 25 | $2.5B | $7.2B | ||
| Q2 25 | $2.5B | $7.0B | ||
| Q1 25 | $2.3B | $6.8B | ||
| Q4 24 | $2.2B | $6.8B | ||
| Q3 24 | $2.2B | $6.6B | ||
| Q2 24 | $2.3B | $6.4B |
总资产ACMJLL
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $17.8B | ||
| Q3 25 | $12.2B | $17.2B | ||
| Q2 25 | $12.3B | $17.3B | ||
| Q1 25 | $11.8B | $16.6B | ||
| Q4 24 | $11.8B | $16.8B | ||
| Q3 24 | $12.1B | $17.8B | ||
| Q2 24 | $12.0B | $15.9B |
负债/权益比ACMJLL
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 0.99× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.11× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.07× | — |
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 | $70.2M | $1.0B |
| 自由现金流经营现金流 - 资本支出 | $41.9M | — |
| 自由现金流率自由现金流/营收 | 1.1% | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | 0.94× | 2.52× |
| 过去12个月自由现金流最近4个季度 | $616.0M | — |
8季度趋势，按日历期对齐
经营现金流ACMJLL
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | $196.1M | $617.1M | ||
| Q2 25 | $283.7M | $332.8M | ||
| Q1 25 | $190.7M | $-767.6M | ||
| Q4 24 | $151.1M | $927.3M | ||
| Q3 24 | $298.8M | $261.6M | ||
| Q2 24 | $291.3M | $273.9M |
自由现金流ACMJLL
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $134.1M | — | ||
| Q2 25 | $261.7M | — | ||
| Q1 25 | $178.3M | — | ||
| Q4 24 | $110.9M | — | ||
| Q3 24 | $274.5M | — | ||
| Q2 24 | $272.8M | — |
自由现金流率ACMJLL
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 6.6% | — |
资本支出强度ACMJLL
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.4% | — |
现金转化率ACMJLL
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 2.52× | ||
| Q3 25 | 1.63× | 2.77× | ||
| Q2 25 | 2.17× | 3.01× | ||
| Q1 25 | 1.33× | -13.35× | ||
| Q4 24 | 0.90× | 3.84× | ||
| Q3 24 | 1.73× | 1.69× | ||
| Q2 24 | 2.17× | 3.25× |
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
ACM
暂无分部数据
JLL
| Workplace Management | $3.8B | 50% |
| Project Management | $1.1B | 15% |
| Leasing Advisory | $1.0B | 13% |
| Leasing | $964.9M | 13% |
| Property Management | $480.2M | 6% |
| Portfolio Services And Other | $152.1M | 2% |
| Advisory Fees | $98.1M | 1% |
| Loan Servicing | $42.2M | 1% |
| Transaction Fees Other | $16.4M | 0% |
