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博思艾伦汉密尔顿（BAH）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是博思艾伦汉密尔顿的1.6倍（$4.2B vs $2.6B），Raymond James Financial净利率更高（13.5% vs 7.6%，领先5.8%），Raymond James Financial同比增速更快（3.5% vs -10.2%），博思艾伦汉密尔顿自由现金流更多（$248.0M vs $-56.0M），过去两年Raymond James Financial的营收复合增速更高（7.1% vs -2.8%）
博思艾伦汉密尔顿控股集团是美国知名专业服务企业，深耕数字化转型与人工智能领域，为公共部门、私营机构及非营利组织提供咨询、分析与工程服务，总部位于弗吉尼亚州麦克莱恩，属华盛顿大都会区，在全球另设有80个办事处。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
BAH vs RJF — 直观对比
营收规模更大
RJF
是对方的1.6倍
$2.6B
营收增速更快
RJF
高出13.7%
-10.2%
净利率更高
RJF
高出5.8%
7.6%
自由现金流更多
BAH
多$304.0M
$-56.0M
两年增速更快
RJF
近两年复合增速
-2.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $4.2B |
| 净利润 | $200.0M | $563.0M |
| 毛利率 | 51.9% | — |
| 营业利润率 | 8.8% | — |
| 净利率 | 7.6% | 13.5% |
| 营收同比 | -10.2% | 3.5% |
| 净利润同比 | 7.0% | -6.2% |
| 每股收益（稀释后） | $1.63 | $2.79 |
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BAHRJF
| Q4 25 | $2.6B | $4.2B | ||
| Q3 25 | $2.9B | $4.2B | ||
| Q2 25 | $2.9B | $3.8B | ||
| Q1 25 | $3.0B | $3.8B | ||
| Q4 24 | $2.9B | $4.0B | ||
| Q3 24 | $3.1B | $4.0B | ||
| Q2 24 | $2.9B | $3.8B | ||
| Q1 24 | $2.8B | $3.6B |
净利润BAHRJF
| Q4 25 | $200.0M | $563.0M | ||
| Q3 25 | $175.0M | $604.0M | ||
| Q2 25 | $271.0M | $436.0M | ||
| Q1 25 | $192.7M | $495.0M | ||
| Q4 24 | $186.9M | $600.0M | ||
| Q3 24 | $390.1M | $602.0M | ||
| Q2 24 | $165.2M | $492.0M | ||
| Q1 24 | $128.0M | $476.0M |
毛利率BAHRJF
| Q4 25 | 51.9% | — | ||
| Q3 25 | 53.6% | — | ||
| Q2 25 | 51.3% | — | ||
| Q1 25 | 53.6% | — | ||
| Q4 24 | 55.2% | — | ||
| Q3 24 | 56.7% | — | ||
| Q2 24 | 53.4% | — | ||
| Q1 24 | 54.7% | — |
营业利润率BAHRJF
| Q4 25 | 8.8% | — | ||
| Q3 25 | 9.8% | — | ||
| Q2 25 | 8.8% | 14.7% | ||
| Q1 25 | 9.2% | 17.5% | ||
| Q4 24 | 10.0% | 18.6% | ||
| Q3 24 | 17.4% | — | ||
| Q2 24 | 8.7% | 17.1% | ||
| Q1 24 | 9.5% | 16.7% |
净利率BAHRJF
| Q4 25 | 7.6% | 13.5% | ||
| Q3 25 | 6.1% | 14.4% | ||
| Q2 25 | 9.3% | 11.3% | ||
| Q1 25 | 6.5% | 12.9% | ||
| Q4 24 | 6.4% | 14.9% | ||
| Q3 24 | 12.4% | 15.0% | ||
| Q2 24 | 5.6% | 13.1% | ||
| Q1 24 | 4.6% | 13.1% |
每股收益（稀释后）BAHRJF
| Q4 25 | $1.63 | $2.79 | ||
| Q3 25 | $1.42 | $2.96 | ||
| Q2 25 | $2.16 | $2.12 | ||
| Q1 25 | $1.52 | $2.36 | ||
| Q4 24 | $1.45 | $2.86 | ||
| Q3 24 | $3.01 | $2.85 | ||
| Q2 24 | $1.27 | $2.31 | ||
| Q1 24 | $0.97 | $2.22 |
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 | $882.0M | $9.9B |
| 总债务越低越好 | $3.9B | — |
| 股东权益账面价值 | $1.0B | $12.6B |
| 总资产 | $7.1B | $88.8B |
| 负债/权益比越低杠杆越低 | 3.84× | — |
8季度趋势，按日历期对齐
现金及短期投资BAHRJF
| Q4 25 | $882.0M | $9.9B | ||
| Q3 25 | $816.0M | $11.4B | ||
| Q2 25 | $711.0M | $9.2B | ||
| Q1 25 | $885.0M | $9.7B | ||
| Q4 24 | $453.5M | $10.0B | ||
| Q3 24 | $558.7M | $11.0B | ||
| Q2 24 | $297.7M | $9.1B | ||
| Q1 24 | $554.3M | $10.0B |
总债务BAHRJF
| Q4 25 | $3.9B | — | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.4B | — |
股东权益BAHRJF
| Q4 25 | $1.0B | $12.6B | ||
| Q3 25 | $996.0M | $12.5B | ||
| Q2 25 | $1.1B | $12.3B | ||
| Q1 25 | $1.0B | $12.2B | ||
| Q4 24 | $1.2B | $11.9B | ||
| Q3 24 | $1.2B | $11.7B | ||
| Q2 24 | $1.1B | $11.2B | ||
| Q1 24 | $1.0B | $11.0B |
总资产BAHRJF
| Q4 25 | $7.1B | $88.8B | ||
| Q3 25 | $7.2B | $88.2B | ||
| Q2 25 | $7.2B | $84.8B | ||
| Q1 25 | $7.3B | $83.1B | ||
| Q4 24 | $6.8B | $82.3B | ||
| Q3 24 | $6.9B | $83.0B | ||
| Q2 24 | $6.6B | $80.6B | ||
| Q1 24 | $6.6B | $81.2B |
负债/权益比BAHRJF
| Q4 25 | 3.84× | — | ||
| Q3 25 | 3.98× | — | ||
| Q2 25 | 3.74× | — | ||
| Q1 25 | 3.99× | — | ||
| Q4 24 | 2.79× | — | ||
| Q3 24 | 2.83× | — | ||
| Q2 24 | 3.14× | — | ||
| Q1 24 | 3.26× | — |
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 | $261.0M | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $248.0M | $-56.0M |
| 自由现金流率自由现金流/营收 | 9.5% | -1.3% |
| 资本支出强度资本支出/营收 | 0.5% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.30× | -0.02× |
| 过去12个月自由现金流最近4个季度 | $933.4M | $1.4B |
8季度趋势，按日历期对齐
经营现金流BAHRJF
| Q4 25 | $261.0M | $-10.0M | ||
| Q3 25 | $421.0M | $796.0M | ||
| Q2 25 | $119.0M | $691.0M | ||
| Q1 25 | $219.0M | $117.0M | ||
| Q4 24 | $150.8M | $830.0M | ||
| Q3 24 | $587.1M | $510.0M | ||
| Q2 24 | $52.1M | $711.0M | ||
| Q1 24 | $143.8M | $391.0M |
自由现金流BAHRJF
| Q4 25 | $248.0M | $-56.0M | ||
| Q3 25 | $395.0M | $752.0M | ||
| Q2 25 | $96.0M | $634.0M | ||
| Q1 25 | $194.4M | $71.0M | ||
| Q4 24 | $133.6M | $789.0M | ||
| Q3 24 | $563.3M | $460.0M | ||
| Q2 24 | $19.7M | $655.0M | ||
| Q1 24 | $127.6M | $342.0M |
自由现金流率BAHRJF
| Q4 25 | 9.5% | -1.3% | ||
| Q3 25 | 13.7% | 17.9% | ||
| Q2 25 | 3.3% | 16.5% | ||
| Q1 25 | 6.5% | 1.8% | ||
| Q4 24 | 4.6% | 19.6% | ||
| Q3 24 | 17.9% | 11.5% | ||
| Q2 24 | 0.7% | 17.4% | ||
| Q1 24 | 4.6% | 9.4% |
资本支出强度BAHRJF
| Q4 25 | 0.5% | 1.1% | ||
| Q3 25 | 0.9% | 1.1% | ||
| Q2 25 | 0.8% | 1.5% | ||
| Q1 25 | 0.8% | 1.2% | ||
| Q4 24 | 0.6% | 1.0% | ||
| Q3 24 | 0.8% | 1.2% | ||
| Q2 24 | 1.1% | 1.5% | ||
| Q1 24 | 0.6% | 1.3% |
现金转化率BAHRJF
| Q4 25 | 1.30× | -0.02× | ||
| Q3 25 | 2.41× | 1.32× | ||
| Q2 25 | 0.44× | 1.58× | ||
| Q1 25 | 1.14× | 0.24× | ||
| Q4 24 | 0.81× | 1.38× | ||
| Q3 24 | 1.50× | 0.85× | ||
| Q2 24 | 0.32× | 1.45× | ||
| Q1 24 | 1.12× | 0.82× |
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
BAH
| Defense Clients | $1.5B | 55% |
| Civil Clients | $732.0M | 28% |
| Intelligence Clients | $434.0M | 17% |
RJF
暂无分部数据
