vs
艺达思集团（IEX）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的季度营收约是艺达思集团的3.7倍（$3.3B vs $899.1M），艺达思集团净利率更高（14.3% vs 3.8%，领先10.5%），Jacobs Solutions同比增速更快（12.3% vs 4.2%），Jacobs Solutions自由现金流更多（$364.9M vs $189.8M），过去两年艺达思集团的营收复合增速更高（6.0% vs -12.2%）
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
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。
IEX vs J — 直观对比
营收规模更大
J
是对方的3.7倍
$899.1M
营收增速更快
J
高出8.1%
4.2%
净利率更高
IEX
高出10.5%
3.8%
自由现金流更多
J
多$175.1M
$189.8M
两年增速更快
IEX
近两年复合增速
-12.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.1M | $3.3B |
| 净利润 | $128.3M | $125.5M |
| 毛利率 | 43.1% | 23.2% |
| 营业利润率 | 20.4% | 7.1% |
| 净利率 | 14.3% | 3.8% |
| 营收同比 | 4.2% | 12.3% |
| 净利润同比 | 4.1% | 792.3% |
| 每股收益（稀释后） | $1.71 | $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IEXJ
| Q4 25 | $899.1M | $3.3B | ||
| Q3 25 | $878.7M | $3.2B | ||
| Q2 25 | $865.4M | $3.0B | ||
| Q1 25 | $814.3M | $2.9B | ||
| Q4 24 | $862.9M | $2.9B | ||
| Q3 24 | $798.2M | $-1.2B | ||
| Q2 24 | $807.2M | $4.2B | ||
| Q1 24 | $800.5M | $4.3B |
净利润IEXJ
| Q4 25 | $128.3M | $125.5M | ||
| Q3 25 | $127.8M | $122.2M | ||
| Q2 25 | $131.6M | $179.6M | ||
| Q1 25 | $95.5M | $5.6M | ||
| Q4 24 | $123.2M | $-18.1M | ||
| Q3 24 | $119.1M | $325.4M | ||
| Q2 24 | $141.3M | $146.9M | ||
| Q1 24 | $121.4M | $162.1M |
毛利率IEXJ
| Q4 25 | 43.1% | 23.2% | ||
| Q3 25 | 44.5% | 24.3% | ||
| Q2 25 | 45.3% | 25.0% | ||
| Q1 25 | 45.3% | 25.4% | ||
| Q4 24 | 42.5% | 24.6% | ||
| Q3 24 | 44.3% | — | ||
| Q2 24 | 45.4% | 21.7% | ||
| Q1 24 | 44.6% | 21.2% |
营业利润率IEXJ
| Q4 25 | 20.4% | 7.1% | ||
| Q3 25 | 21.1% | 6.7% | ||
| Q2 25 | 21.7% | 7.8% | ||
| Q1 25 | 17.4% | 7.2% | ||
| Q4 24 | 19.2% | 7.1% | ||
| Q3 24 | 21.0% | — | ||
| Q2 24 | 22.6% | 6.2% | ||
| Q1 24 | 20.1% | 6.6% |
净利率IEXJ
| Q4 25 | 14.3% | 3.8% | ||
| Q3 25 | 14.5% | 3.9% | ||
| Q2 25 | 15.2% | 5.9% | ||
| Q1 25 | 11.7% | 0.2% | ||
| Q4 24 | 14.3% | -0.6% | ||
| Q3 24 | 14.9% | -28.1% | ||
| Q2 24 | 17.5% | 3.5% | ||
| Q1 24 | 15.2% | 3.8% |
每股收益（稀释后）IEXJ
| Q4 25 | $1.71 | $1.12 | ||
| Q3 25 | $1.70 | $0.88 | ||
| Q2 25 | $1.74 | $1.55 | ||
| Q1 25 | $1.26 | $0.06 | ||
| Q4 24 | $1.61 | $-0.11 | ||
| Q3 24 | $1.57 | $2.50 | ||
| Q2 24 | $1.86 | $1.17 | ||
| Q1 24 | $1.60 | $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 | $580.0M | $1.6B |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $4.0B | $3.4B |
| 总资产 | $6.9B | $11.6B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资IEXJ
| Q4 25 | $580.0M | $1.6B | ||
| Q3 25 | $593.8M | $1.2B | ||
| Q2 25 | $568.2M | $1.3B | ||
| Q1 25 | $594.1M | $1.2B | ||
| Q4 24 | $620.8M | $1.3B | ||
| Q3 24 | $633.2M | $1.1B | ||
| Q2 24 | $700.7M | $1.2B | ||
| Q1 24 | $616.3M | $1.0B |
总债务IEXJ
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益IEXJ
| Q4 25 | $4.0B | $3.4B | ||
| Q3 25 | $4.0B | $3.6B | ||
| Q2 25 | $4.0B | $3.8B | ||
| Q1 25 | $3.9B | $3.9B | ||
| Q4 24 | $3.8B | $4.2B | ||
| Q3 24 | $3.8B | $4.5B | ||
| Q2 24 | $3.7B | $6.6B | ||
| Q1 24 | $3.6B | $6.6B |
总资产IEXJ
| Q4 25 | $6.9B | $11.6B | ||
| Q3 25 | $7.0B | $11.3B | ||
| Q2 25 | $6.9B | $11.4B | ||
| Q1 25 | $6.8B | $11.2B | ||
| Q4 24 | $6.7B | $11.6B | ||
| Q3 24 | $7.0B | $11.8B | ||
| Q2 24 | $5.9B | $15.0B | ||
| Q1 24 | $5.9B | $14.9B |
负债/权益比IEXJ
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.55× | — | ||
| Q2 24 | 0.36× | — | ||
| Q1 24 | 0.37× | — |
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 | $209.5M | $380.8M |
| 自由现金流经营现金流 - 资本支出 | $189.8M | $364.9M |
| 自由现金流率自由现金流/营收 | 21.1% | 11.1% |
| 资本支出强度资本支出/营收 | 2.2% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.63× | 3.03× |
| 过去12个月自由现金流最近4个季度 | $616.8M | $875.3M |
8季度趋势，按日历期对齐
经营现金流IEXJ
| Q4 25 | $209.5M | $380.8M | ||
| Q3 25 | $203.5M | $383.1M | ||
| Q2 25 | $161.7M | $292.6M | ||
| Q1 25 | $105.7M | $-96.4M | ||
| Q4 24 | $172.6M | $107.5M | ||
| Q3 24 | $205.3M | $196.5M | ||
| Q2 24 | $133.6M | $482.6M | ||
| Q1 24 | $156.6M | $-42.8M |
自由现金流IEXJ
| Q4 25 | $189.8M | $364.9M | ||
| Q3 25 | $188.7M | $353.5M | ||
| Q2 25 | $146.9M | $270.5M | ||
| Q1 25 | $91.4M | $-113.7M | ||
| Q4 24 | $157.1M | $97.1M | ||
| Q3 24 | $191.6M | $158.2M | ||
| Q2 24 | $117.7M | $444.9M | ||
| Q1 24 | $136.6M | $-70.6M |
自由现金流率IEXJ
| Q4 25 | 21.1% | 11.1% | ||
| Q3 25 | 21.5% | 11.2% | ||
| Q2 25 | 17.0% | 8.9% | ||
| Q1 25 | 11.2% | -3.9% | ||
| Q4 24 | 18.2% | 3.3% | ||
| Q3 24 | 24.0% | -13.6% | ||
| Q2 24 | 14.6% | 10.5% | ||
| Q1 24 | 17.1% | -1.7% |
资本支出强度IEXJ
| Q4 25 | 2.2% | 0.5% | ||
| Q3 25 | 1.7% | 0.9% | ||
| Q2 25 | 1.7% | 0.7% | ||
| Q1 25 | 1.8% | 0.6% | ||
| Q4 24 | 1.8% | 0.4% | ||
| Q3 24 | 1.7% | -3.3% | ||
| Q2 24 | 2.0% | 0.9% | ||
| Q1 24 | 2.5% | 0.7% |
现金转化率IEXJ
| Q4 25 | 1.63× | 3.03× | ||
| Q3 25 | 1.59× | 3.13× | ||
| Q2 25 | 1.23× | 1.63× | ||
| Q1 25 | 1.11× | -17.18× | ||
| Q4 24 | 1.40× | — | ||
| Q3 24 | 1.72× | 0.60× | ||
| Q2 24 | 0.95× | 3.28× | ||
| Q1 24 | 1.29× | -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
IEX
| Fluid And Metering Technologies | $305.0M | 34% |
| Fireand Safety | $125.0M | 14% |
| Pumps | $105.7M | 12% |
| Water1 | $92.1M | 10% |
| Performance Pneumatic Technologies | $70.2M | 8% |
| Sealing Solutions | $64.0M | 7% |
| Energy | $47.9M | 5% |
| Material Processing Technologies | $37.2M | 4% |
| Dispensing | $33.5M | 4% |
| Valves | $22.7M | 3% |
J
| Infrastructure Advanced Facilities | $2.9B | 89% |
| PA Consulting | $354.4M | 11% |
