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Equitable Holdings, Inc.（EQH）与Jacobs Solutions（J）财务数据对比。点击上方公司名可切换其他公司
Jacobs Solutions的季度营收约是Equitable Holdings, Inc.的1.0倍（$3.3B vs $3.3B），Equitable Holdings, Inc.净利率更高（6.6% vs 3.8%，领先2.7%），Jacobs Solutions同比增速更快（12.3% vs -9.5%），过去两年Equitable Holdings, Inc.的营收复合增速更高（21.2% vs -12.2%）
Equitable Holdings, Inc.是美国领先的金融服务与保险企业，1859年由亨利·鲍德温·海德创立，业务覆盖保险、财富管理等多元金融领域，拥有逾百年发展历史，在全球金融服务市场具备深厚的行业积淀与广泛的客户基础。
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。
EQH vs J — 直观对比
营收规模更大
J
是对方的1.0倍
$3.3B
营收增速更快
J
高出21.8%
-9.5%
净利率更高
EQH
高出2.7%
3.8%
两年增速更快
EQH
近两年复合增速
-12.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $3.3B |
| 净利润 | $215.0M | $125.5M |
| 毛利率 | — | 23.2% |
| 营业利润率 | 10.5% | 7.1% |
| 净利率 | 6.6% | 3.8% |
| 营收同比 | -9.5% | 12.3% |
| 净利润同比 | -76.1% | 792.3% |
| 每股收益（稀释后） | $0.69 | $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EQHJ
| Q4 25 | $3.3B | $3.3B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $2.4B | $3.0B | ||
| Q1 25 | $4.6B | $2.9B | ||
| Q4 24 | $3.6B | $2.9B | ||
| Q3 24 | $3.1B | $-1.2B | ||
| Q2 24 | $3.5B | $4.2B | ||
| Q1 24 | $2.2B | $4.3B |
净利润EQHJ
| Q4 25 | $215.0M | $125.5M | ||
| Q3 25 | $-1.3B | $122.2M | ||
| Q2 25 | $-349.0M | $179.6M | ||
| Q1 25 | $63.0M | $5.6M | ||
| Q4 24 | $899.0M | $-18.1M | ||
| Q3 24 | $-134.0M | $325.4M | ||
| Q2 24 | $428.0M | $146.9M | ||
| Q1 24 | $114.0M | $162.1M |
毛利率EQHJ
| Q4 25 | — | 23.2% | ||
| Q3 25 | — | 24.3% | ||
| Q2 25 | — | 25.0% | ||
| Q1 25 | — | 25.4% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.7% | ||
| Q1 24 | — | 21.2% |
营业利润率EQHJ
| Q4 25 | 10.5% | 7.1% | ||
| Q3 25 | -93.0% | 6.7% | ||
| Q2 25 | -15.4% | 7.8% | ||
| Q1 25 | 3.8% | 7.2% | ||
| Q4 24 | 33.1% | 7.1% | ||
| Q3 24 | -0.5% | — | ||
| Q2 24 | 19.4% | 6.2% | ||
| Q1 24 | 11.1% | 6.6% |
净利率EQHJ
| Q4 25 | 6.6% | 3.8% | ||
| Q3 25 | -90.3% | 3.9% | ||
| Q2 25 | -14.8% | 5.9% | ||
| Q1 25 | 1.4% | 0.2% | ||
| Q4 24 | 24.8% | -0.6% | ||
| Q3 24 | -4.4% | -28.1% | ||
| Q2 24 | 12.2% | 3.5% | ||
| Q1 24 | 5.1% | 3.8% |
每股收益（稀释后）EQHJ
| Q4 25 | $0.69 | $1.12 | ||
| Q3 25 | $-4.47 | $0.88 | ||
| Q2 25 | $-1.21 | $1.55 | ||
| Q1 25 | $0.16 | $0.06 | ||
| Q4 24 | $2.72 | $-0.11 | ||
| Q3 24 | $-0.47 | $2.50 | ||
| Q2 24 | $1.23 | $1.17 | ||
| Q1 24 | $0.30 | $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 | $12.5B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-74.0M | $3.4B |
| 总资产 | $318.0B | $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EQHJ
| Q4 25 | $12.5B | $1.6B | ||
| Q3 25 | $13.6B | $1.2B | ||
| Q2 25 | $15.0B | $1.3B | ||
| Q1 25 | $8.2B | $1.2B | ||
| Q4 24 | $7.0B | $1.3B | ||
| Q3 24 | $9.6B | $1.1B | ||
| Q2 24 | $9.7B | $1.2B | ||
| Q1 24 | $10.4B | $1.0B |
股东权益EQHJ
| Q4 25 | $-74.0M | $3.4B | ||
| Q3 25 | $148.0M | $3.6B | ||
| Q2 25 | $1.1B | $3.8B | ||
| Q1 25 | $2.4B | $3.9B | ||
| Q4 24 | $1.6B | $4.2B | ||
| Q3 24 | $3.2B | $4.5B | ||
| Q2 24 | $1.6B | $6.6B | ||
| Q1 24 | $2.0B | $6.6B |
总资产EQHJ
| Q4 25 | $318.0B | $11.6B | ||
| Q3 25 | $314.4B | $11.3B | ||
| Q2 25 | $303.1B | $11.4B | ||
| Q1 25 | $287.4B | $11.2B | ||
| Q4 24 | $295.9B | $11.6B | ||
| Q3 24 | $299.0B | $11.8B | ||
| Q2 24 | $287.8B | $15.0B | ||
| Q1 24 | $285.6B | $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 | $-154.0M | $380.8M |
| 自由现金流经营现金流 - 资本支出 | — | $364.9M |
| 自由现金流率自由现金流/营收 | — | 11.1% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | -0.72× | 3.03× |
| 过去12个月自由现金流最近4个季度 | — | $875.3M |
8季度趋势，按日历期对齐
经营现金流EQHJ
| Q4 25 | $-154.0M | $380.8M | ||
| Q3 25 | $369.0M | $383.1M | ||
| Q2 25 | $341.0M | $292.6M | ||
| Q1 25 | $158.0M | $-96.4M | ||
| Q4 24 | $400.0M | $107.5M | ||
| Q3 24 | $683.0M | $196.5M | ||
| Q2 24 | $892.0M | $482.6M | ||
| Q1 24 | $31.0M | $-42.8M |
自由现金流EQHJ
| Q4 25 | — | $364.9M | ||
| Q3 25 | — | $353.5M | ||
| Q2 25 | — | $270.5M | ||
| Q1 25 | — | $-113.7M | ||
| Q4 24 | — | $97.1M | ||
| Q3 24 | — | $158.2M | ||
| Q2 24 | — | $444.9M | ||
| Q1 24 | — | $-70.6M |
自由现金流率EQHJ
| Q4 25 | — | 11.1% | ||
| Q3 25 | — | 11.2% | ||
| Q2 25 | — | 8.9% | ||
| Q1 25 | — | -3.9% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | -13.6% | ||
| Q2 24 | — | 10.5% | ||
| Q1 24 | — | -1.7% |
资本支出强度EQHJ
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | -3.3% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 0.7% |
现金转化率EQHJ
| Q4 25 | -0.72× | 3.03× | ||
| Q3 25 | — | 3.13× | ||
| Q2 25 | — | 1.63× | ||
| Q1 25 | 2.51× | -17.18× | ||
| Q4 24 | 0.44× | — | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | 2.08× | 3.28× | ||
| Q1 24 | 0.27× | -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
EQH
| Other | $1.5B | 46% |
| Asset Management | $1.2B | 37% |
| Wealth Management | $545.0M | 17% |
J
| Infrastructure Advanced Facilities | $2.9B | 89% |
| PA Consulting | $354.4M | 11% |
