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自由港麦克莫兰（FCX）与Jacobs Solutions（J）财务数据对比。点击上方公司名可切换其他公司
自由港麦克莫兰的季度营收约是Jacobs Solutions的1.6倍（$5.3B vs $3.3B），自由港麦克莫兰净利率更高（10.7% vs 3.8%，领先6.9%），Jacobs Solutions同比增速更快（12.3% vs -10.4%），Jacobs Solutions自由现金流更多（$364.9M vs $-312.0M），过去两年自由港麦克莫兰的营收复合增速更高（-7.9% vs -12.2%）
自由港麦克莫兰是总部位于美国亚利桑那州凤凰城的矿业企业，是全球最大的钼生产商、主要铜生产商之一，运营着坐落于印度尼西亚巴布亚省的世界最大金矿格拉斯伯格矿。
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。
FCX vs J — 直观对比
营收规模更大
FCX
是对方的1.6倍
$3.3B
营收增速更快
J
高出22.7%
-10.4%
净利率更高
FCX
高出6.9%
3.8%
自由现金流更多
J
多$676.9M
$-312.0M
两年增速更快
FCX
近两年复合增速
-12.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $3.3B |
| 净利润 | $565.0M | $125.5M |
| 毛利率 | 12.4% | 23.2% |
| 营业利润率 | 15.4% | 7.1% |
| 净利率 | 10.7% | 3.8% |
| 营收同比 | -10.4% | 12.3% |
| 净利润同比 | -21.6% | 792.3% |
| 每股收益（稀释后） | — | $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FCXJ
| Q4 25 | $5.3B | $3.3B | ||
| Q3 25 | $6.8B | $3.2B | ||
| Q2 25 | $7.5B | $3.0B | ||
| Q1 25 | $5.6B | $2.9B | ||
| Q4 24 | $5.9B | $2.9B | ||
| Q3 24 | $6.7B | $-1.2B | ||
| Q2 24 | $6.4B | $4.2B | ||
| Q1 24 | $6.2B | $4.3B |
净利润FCXJ
| Q4 25 | $565.0M | $125.5M | ||
| Q3 25 | $1.2B | $122.2M | ||
| Q2 25 | $1.5B | $179.6M | ||
| Q1 25 | $793.0M | $5.6M | ||
| Q4 24 | $721.0M | $-18.1M | ||
| Q3 24 | $1.2B | $325.4M | ||
| Q2 24 | $1.3B | $146.9M | ||
| Q1 24 | $1.2B | $162.1M |
毛利率FCXJ
| Q4 25 | 12.4% | 23.2% | ||
| Q3 25 | 29.2% | 24.3% | ||
| Q2 25 | 34.2% | 25.0% | ||
| Q1 25 | 24.3% | 25.4% | ||
| Q4 24 | 27.0% | 24.6% | ||
| Q3 24 | 30.0% | — | ||
| Q2 24 | 31.5% | 21.7% | ||
| Q1 24 | 28.5% | 21.2% |
营业利润率FCXJ
| Q4 25 | 15.4% | 7.1% | ||
| Q3 25 | 28.9% | 6.7% | ||
| Q2 25 | 32.3% | 7.8% | ||
| Q1 25 | 23.4% | 7.2% | ||
| Q4 24 | 21.1% | 7.1% | ||
| Q3 24 | 29.0% | — | ||
| Q2 24 | 32.0% | 6.2% | ||
| Q1 24 | 26.3% | 6.6% |
净利率FCXJ
| Q4 25 | 10.7% | 3.8% | ||
| Q3 25 | 18.3% | 3.9% | ||
| Q2 25 | 20.6% | 5.9% | ||
| Q1 25 | 14.2% | 0.2% | ||
| Q4 24 | 12.3% | -0.6% | ||
| Q3 24 | 18.5% | -28.1% | ||
| Q2 24 | 20.0% | 3.5% | ||
| Q1 24 | 18.7% | 3.8% |
每股收益（稀释后）FCXJ
| Q4 25 | — | $1.12 | ||
| Q3 25 | $0.46 | $0.88 | ||
| Q2 25 | $0.53 | $1.55 | ||
| Q1 25 | $0.24 | $0.06 | ||
| Q4 24 | — | $-0.11 | ||
| Q3 24 | $0.36 | $2.50 | ||
| Q2 24 | $0.42 | $1.17 | ||
| Q1 24 | $0.32 | $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 | $3.8B | $1.6B |
| 总债务越低越好 | $9.4B | — |
| 股东权益账面价值 | $18.9B | $3.4B |
| 总资产 | $58.2B | $11.6B |
| 负债/权益比越低杠杆越低 | 0.50× | — |
8季度趋势，按日历期对齐
现金及短期投资FCXJ
| Q4 25 | $3.8B | $1.6B | ||
| Q3 25 | $4.3B | $1.2B | ||
| Q2 25 | $4.5B | $1.3B | ||
| Q1 25 | $4.4B | $1.2B | ||
| Q4 24 | $3.9B | $1.3B | ||
| Q3 24 | $5.0B | $1.1B | ||
| Q2 24 | $5.3B | $1.2B | ||
| Q1 24 | $5.2B | $1.0B |
总债务FCXJ
| Q4 25 | $9.4B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $9.4B | — | ||
| Q4 24 | $8.9B | — | ||
| Q3 24 | $9.7B | — | ||
| Q2 24 | $9.4B | — | ||
| Q1 24 | $9.4B | — |
股东权益FCXJ
| Q4 25 | $18.9B | $3.4B | ||
| Q3 25 | $18.7B | $3.6B | ||
| Q2 25 | $18.2B | $3.8B | ||
| Q1 25 | $17.7B | $3.9B | ||
| Q4 24 | $17.6B | $4.2B | ||
| Q3 24 | $17.5B | $4.5B | ||
| Q2 24 | $17.4B | $6.6B | ||
| Q1 24 | $17.0B | $6.6B |
总资产FCXJ
| Q4 25 | $58.2B | $11.6B | ||
| Q3 25 | $56.8B | $11.3B | ||
| Q2 25 | $56.5B | $11.4B | ||
| Q1 25 | $56.0B | $11.2B | ||
| Q4 24 | $54.8B | $11.6B | ||
| Q3 24 | $55.4B | $11.8B | ||
| Q2 24 | $54.6B | $15.0B | ||
| Q1 24 | $54.2B | $14.9B |
负债/权益比FCXJ
| Q4 25 | 0.50× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.55× | — | ||
| Q2 24 | 0.54× | — | ||
| Q1 24 | 0.56× | — |
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 | $693.0M | $380.8M |
| 自由现金流经营现金流 - 资本支出 | $-312.0M | $364.9M |
| 自由现金流率自由现金流/营收 | -5.9% | 11.1% |
| 资本支出强度资本支出/营收 | 19.1% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.23× | 3.03× |
| 过去12个月自由现金流最近4个季度 | $1.1B | $875.3M |
8季度趋势，按日历期对齐
经营现金流FCXJ
| Q4 25 | $693.0M | $380.8M | ||
| Q3 25 | $1.7B | $383.1M | ||
| Q2 25 | $2.2B | $292.6M | ||
| Q1 25 | $1.1B | $-96.4M | ||
| Q4 24 | $1.4B | $107.5M | ||
| Q3 24 | $1.9B | $196.5M | ||
| Q2 24 | $2.0B | $482.6M | ||
| Q1 24 | $1.9B | $-42.8M |
自由现金流FCXJ
| Q4 25 | $-312.0M | $364.9M | ||
| Q3 25 | $608.0M | $353.5M | ||
| Q2 25 | $934.0M | $270.5M | ||
| Q1 25 | $-114.0M | $-113.7M | ||
| Q4 24 | $197.0M | $97.1M | ||
| Q3 24 | $673.0M | $158.2M | ||
| Q2 24 | $840.0M | $444.9M | ||
| Q1 24 | $642.0M | $-70.6M |
自由现金流率FCXJ
| Q4 25 | -5.9% | 11.1% | ||
| Q3 25 | 8.9% | 11.2% | ||
| Q2 25 | 12.4% | 8.9% | ||
| Q1 25 | -2.0% | -3.9% | ||
| Q4 24 | 3.4% | 3.3% | ||
| Q3 24 | 10.1% | -13.6% | ||
| Q2 24 | 13.1% | 10.5% | ||
| Q1 24 | 10.3% | -1.7% |
资本支出强度FCXJ
| Q4 25 | 19.1% | 0.5% | ||
| Q3 25 | 15.5% | 0.9% | ||
| Q2 25 | 16.8% | 0.7% | ||
| Q1 25 | 21.0% | 0.6% | ||
| Q4 24 | 21.1% | 0.4% | ||
| Q3 24 | 17.9% | -3.3% | ||
| Q2 24 | 17.4% | 0.9% | ||
| Q1 24 | 20.2% | 0.7% |
现金转化率FCXJ
| Q4 25 | 1.23× | 3.03× | ||
| Q3 25 | 1.33× | 3.13× | ||
| Q2 25 | 1.42× | 1.63× | ||
| Q1 25 | 1.33× | -17.18× | ||
| Q4 24 | 1.99× | — | ||
| Q3 24 | 1.51× | 0.60× | ||
| Q2 24 | 1.53× | 3.28× | ||
| Q1 24 | 1.63× | -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
FCX
| Morenci | $2.5B | 47% |
| Grasberg Segment | $964.0M | 18% |
| Copper In Concentrates | $934.0M | 18% |
| Molybdenum | $541.0M | 10% |
| Gold | $388.0M | 7% |
J
| Infrastructure Advanced Facilities | $2.9B | 89% |
| PA Consulting | $354.4M | 11% |
