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碧迪（BDX）与Jacobs Solutions（J）财务数据对比。点击上方公司名可切换其他公司
碧迪的季度营收约是Jacobs Solutions的1.6倍（$5.3B vs $3.3B），碧迪净利率更高（7.3% vs 3.8%，领先3.5%），Jacobs Solutions同比增速更快（12.3% vs -0.4%），碧迪自由现金流更多（$549.0M vs $364.9M），过去两年碧迪的营收复合增速更高（2.0% vs -12.2%）
碧迪（Becton Dickinson）是美国跨国医疗科技企业，核心业务包括研发、生产及销售医用器械、仪器系统与试剂产品，同时在特定领域提供专业咨询及数据分析服务，业务覆盖全球多国，在全球医疗技术领域具备领先地位。
Jacobs Solutions是总部位于美国得克萨斯州达拉斯市的国际技术专业服务企业，面向全球各类企业、社会组织及政府机构客户，提供工程、技术、专业及施工服务，同时开展科学研究与专项咨询业务，在所属行业长期处于领先地位。
BDX vs J — 直观对比
营收规模更大
BDX
是对方的1.6倍
$3.3B
营收增速更快
J
高出12.7%
-0.4%
净利率更高
BDX
高出3.5%
3.8%
自由现金流更多
BDX
多$184.1M
$364.9M
两年增速更快
BDX
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $3.3B |
| 净利润 | $382.0M | $125.5M |
| 毛利率 | 45.9% | 23.2% |
| 营业利润率 | 10.5% | 7.1% |
| 净利率 | 7.3% | 3.8% |
| 营收同比 | -0.4% | 12.3% |
| 净利润同比 | 24.0% | 792.3% |
| 每股收益（稀释后） | $1.34 | $1.12 |
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BDXJ
| Q4 25 | $5.3B | $3.3B | ||
| Q3 25 | $5.9B | $3.2B | ||
| Q2 25 | $5.5B | $3.0B | ||
| Q1 25 | $5.3B | $2.9B | ||
| Q4 24 | $5.2B | $2.9B | ||
| Q3 24 | $5.4B | $-1.2B | ||
| Q2 24 | $5.0B | $4.2B | ||
| Q1 24 | $5.0B | $4.3B |
净利润BDXJ
| Q4 25 | $382.0M | $125.5M | ||
| Q3 25 | $493.0M | $122.2M | ||
| Q2 25 | $574.0M | $179.6M | ||
| Q1 25 | $308.0M | $5.6M | ||
| Q4 24 | $303.0M | $-18.1M | ||
| Q3 24 | $400.0M | $325.4M | ||
| Q2 24 | $487.0M | $146.9M | ||
| Q1 24 | $537.0M | $162.1M |
毛利率BDXJ
| Q4 25 | 45.9% | 23.2% | ||
| Q3 25 | 47.5% | 24.3% | ||
| Q2 25 | 47.8% | 25.0% | ||
| Q1 25 | 42.8% | 25.4% | ||
| Q4 24 | 43.2% | 24.6% | ||
| Q3 24 | 45.7% | — | ||
| Q2 24 | 46.2% | 21.7% | ||
| Q1 24 | 45.7% | 21.2% |
营业利润率BDXJ
| Q4 25 | 10.5% | 7.1% | ||
| Q3 25 | 11.8% | 6.7% | ||
| Q2 25 | 16.0% | 7.8% | ||
| Q1 25 | 10.4% | 7.2% | ||
| Q4 24 | 8.8% | 7.1% | ||
| Q3 24 | 11.4% | — | ||
| Q2 24 | 12.1% | 6.2% | ||
| Q1 24 | 14.5% | 6.6% |
净利率BDXJ
| Q4 25 | 7.3% | 3.8% | ||
| Q3 25 | 8.4% | 3.9% | ||
| Q2 25 | 10.4% | 5.9% | ||
| Q1 25 | 5.8% | 0.2% | ||
| Q4 24 | 5.9% | -0.6% | ||
| Q3 24 | 7.4% | -28.1% | ||
| Q2 24 | 9.8% | 3.5% | ||
| Q1 24 | 10.6% | 3.8% |
每股收益（稀释后）BDXJ
| Q4 25 | $1.34 | $1.12 | ||
| Q3 25 | $1.71 | $0.88 | ||
| Q2 25 | $2.00 | $1.55 | ||
| Q1 25 | $1.07 | $0.06 | ||
| Q4 24 | $1.04 | $-0.11 | ||
| Q3 24 | $1.37 | $2.50 | ||
| Q2 24 | $1.68 | $1.17 | ||
| Q1 24 | $1.85 | $1.28 |
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 | $740.0M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $25.3B | $3.4B |
| 总资产 | $54.8B | $11.6B |
| 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BDXJ
| Q4 25 | $740.0M | $1.6B | ||
| Q3 25 | $641.0M | $1.2B | ||
| Q2 25 | $735.0M | $1.3B | ||
| Q1 25 | $667.0M | $1.2B | ||
| Q4 24 | $711.0M | $1.3B | ||
| Q3 24 | $1.7B | $1.1B | ||
| Q2 24 | $4.5B | $1.2B | ||
| Q1 24 | $2.3B | $1.0B |
股东权益BDXJ
| Q4 25 | $25.3B | $3.4B | ||
| Q3 25 | $25.4B | $3.6B | ||
| Q2 25 | $25.5B | $3.8B | ||
| Q1 25 | $25.2B | $3.9B | ||
| Q4 24 | $25.2B | $4.2B | ||
| Q3 24 | $25.9B | $4.5B | ||
| Q2 24 | $25.9B | $6.6B | ||
| Q1 24 | $25.6B | $6.6B |
总资产BDXJ
| Q4 25 | $54.8B | $11.6B | ||
| Q3 25 | $55.3B | $11.3B | ||
| Q2 25 | $54.9B | $11.4B | ||
| Q1 25 | $54.5B | $11.2B | ||
| Q4 24 | $54.7B | $11.6B | ||
| Q3 24 | $57.3B | $11.8B | ||
| Q2 24 | $55.6B | $15.0B | ||
| Q1 24 | $54.2B | $14.9B |
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 | $657.0M | $380.8M |
| 自由现金流经营现金流 - 资本支出 | $549.0M | $364.9M |
| 自由现金流率自由现金流/营收 | 10.5% | 11.1% |
| 资本支出强度资本支出/营收 | 2.1% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.72× | 3.03× |
| 过去12个月自由现金流最近4个季度 | $2.6B | $875.3M |
8季度趋势，按日历期对齐
经营现金流BDXJ
| Q4 25 | $657.0M | $380.8M | ||
| Q3 25 | $1.4B | $383.1M | ||
| Q2 25 | $1.2B | $292.6M | ||
| Q1 25 | $164.0M | $-96.4M | ||
| Q4 24 | $693.0M | $107.5M | ||
| Q3 24 | $1.2B | $196.5M | ||
| Q2 24 | $1.3B | $482.6M | ||
| Q1 24 | $514.0M | $-42.8M |
自由现金流BDXJ
| Q4 25 | $549.0M | $364.9M | ||
| Q3 25 | $1.0B | $353.5M | ||
| Q2 25 | $1.0B | $270.5M | ||
| Q1 25 | $35.0M | $-113.7M | ||
| Q4 24 | $588.0M | $97.1M | ||
| Q3 24 | $882.0M | $158.2M | ||
| Q2 24 | $1.1B | $444.9M | ||
| Q1 24 | $380.0M | $-70.6M |
自由现金流率BDXJ
| Q4 25 | 10.5% | 11.1% | ||
| Q3 25 | 17.0% | 11.2% | ||
| Q2 25 | 19.0% | 8.9% | ||
| Q1 25 | 0.7% | -3.9% | ||
| Q4 24 | 11.4% | 3.3% | ||
| Q3 24 | 16.2% | -13.6% | ||
| Q2 24 | 22.4% | 10.5% | ||
| Q1 24 | 7.5% | -1.7% |
资本支出强度BDXJ
| Q4 25 | 2.1% | 0.5% | ||
| Q3 25 | 6.0% | 0.9% | ||
| Q2 25 | 3.2% | 0.7% | ||
| Q1 25 | 2.4% | 0.6% | ||
| Q4 24 | 2.0% | 0.4% | ||
| Q3 24 | 5.4% | -3.3% | ||
| Q2 24 | 3.6% | 0.9% | ||
| Q1 24 | 2.7% | 0.7% |
现金转化率BDXJ
| Q4 25 | 1.72× | 3.03× | ||
| Q3 25 | 2.75× | 3.13× | ||
| Q2 25 | 2.12× | 1.63× | ||
| Q1 25 | 0.53× | -17.18× | ||
| Q4 24 | 2.29× | — | ||
| Q3 24 | 2.94× | 0.60× | ||
| Q2 24 | 2.66× | 3.28× | ||
| Q1 24 | 0.96× | -0.26× |
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
BDX
| Other | $2.8B | 53% |
| Medication Management Solutions | $678.0M | 13% |
| Urologyand Critical Care | $339.0M | 6% |
| Surgery | $310.0M | 6% |
| Peripheral Intervention | $265.0M | 5% |
| Specimen Management | $245.0M | 5% |
| Advanced Patient Monitoring | $178.0M | 3% |
| Diagnostic Solutions | $176.0M | 3% |
| Bio Pharma Systems | $150.0M | 3% |
| Biosciences | $124.0M | 2% |
J
| Infrastructure Advanced Facilities | $2.9B | 89% |
| PA Consulting | $354.4M | 11% |
