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Jacobs Solutions（J）与KOHLS Corp（KSS）财务数据对比。点击上方公司名可切换其他公司
KOHLS Corp的季度营收约是Jacobs Solutions的1.1倍（$3.6B vs $3.3B），Jacobs Solutions净利率更高（3.8% vs 0.2%，领先3.6%），Jacobs Solutions同比增速更快（12.3% vs -3.6%），Jacobs Solutions自由现金流更多（$364.9M vs $16.0M），过去两年Jacobs Solutions的营收复合增速更高（-12.2% vs -22.5%）
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。
科尔士（Kohl's）是美国知名连锁百货零售商，目前在全美除夏威夷外的各州共开设1174家门店。品牌由波兰移民麦克斯韦·科尔创立，1927年他在威斯康星州密尔沃基开设了一家街角杂货店，在当地发展为成功的连锁品牌后，1962年公司开设首家百货门店，正式进军百货零售领域。
J vs KSS — 直观对比
营收规模更大
KSS
是对方的1.1倍
$3.3B
营收增速更快
J
高出15.9%
-3.6%
净利率更高
J
高出3.6%
0.2%
自由现金流更多
J
多$348.9M
$16.0M
两年增速更快
J
近两年复合增速
-22.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $3.6B |
| 净利润 | $125.5M | $8.0M |
| 毛利率 | 23.2% | 42.4% |
| 营业利润率 | 7.1% | 2.0% |
| 净利率 | 3.8% | 0.2% |
| 营收同比 | 12.3% | -3.6% |
| 净利润同比 | 792.3% | -63.6% |
| 每股收益（稀释后） | $1.12 | $0.07 |
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JKSS
| Q4 25 | $3.3B | $3.6B | ||
| Q3 25 | $3.2B | $3.5B | ||
| Q2 25 | $3.0B | $3.2B | ||
| Q1 25 | $2.9B | $5.4B | ||
| Q4 24 | $2.9B | $3.7B | ||
| Q3 24 | $-1.2B | $3.7B | ||
| Q2 24 | $4.2B | $3.4B | ||
| Q1 24 | $4.3B | $6.0B |
净利润JKSS
| Q4 25 | $125.5M | $8.0M | ||
| Q3 25 | $122.2M | $153.0M | ||
| Q2 25 | $179.6M | $-15.0M | ||
| Q1 25 | $5.6M | $48.0M | ||
| Q4 24 | $-18.1M | $22.0M | ||
| Q3 24 | $325.4M | $66.0M | ||
| Q2 24 | $146.9M | $-27.0M | ||
| Q1 24 | $162.1M | $186.0M |
毛利率JKSS
| Q4 25 | 23.2% | 42.4% | ||
| Q3 25 | 24.3% | 43.3% | ||
| Q2 25 | 25.0% | 43.3% | ||
| Q1 25 | 25.4% | 35.6% | ||
| Q4 24 | 24.6% | 42.4% | ||
| Q3 24 | — | 43.0% | ||
| Q2 24 | 21.7% | 43.1% | ||
| Q1 24 | 21.2% | 35.2% |
营业利润率JKSS
| Q4 25 | 7.1% | 2.0% | ||
| Q3 25 | 6.7% | 7.9% | ||
| Q2 25 | 7.8% | 1.9% | ||
| Q1 25 | 7.2% | 2.3% | ||
| Q4 24 | 7.1% | 2.6% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | 6.2% | 1.3% | ||
| Q1 24 | 6.6% | 5.0% |
净利率JKSS
| Q4 25 | 3.8% | 0.2% | ||
| Q3 25 | 3.9% | 4.3% | ||
| Q2 25 | 5.9% | -0.5% | ||
| Q1 25 | 0.2% | 0.9% | ||
| Q4 24 | -0.6% | 0.6% | ||
| Q3 24 | -28.1% | 1.8% | ||
| Q2 24 | 3.5% | -0.8% | ||
| Q1 24 | 3.8% | 3.1% |
每股收益（稀释后）JKSS
| Q4 25 | $1.12 | $0.07 | ||
| Q3 25 | $0.88 | $1.35 | ||
| Q2 25 | $1.55 | $-0.13 | ||
| Q1 25 | $0.06 | $0.43 | ||
| Q4 24 | $-0.11 | $0.20 | ||
| Q3 24 | $2.50 | $0.59 | ||
| Q2 24 | $1.17 | $-0.24 | ||
| Q1 24 | $1.28 | $1.67 |
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 | $1.6B | $144.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.4B | $3.9B |
| 总资产 | $11.6B | $14.1B |
| 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JKSS
| Q4 25 | $1.6B | $144.0M | ||
| Q3 25 | $1.2B | $174.0M | ||
| Q2 25 | $1.3B | $153.0M | ||
| Q1 25 | $1.2B | $134.0M | ||
| Q4 24 | $1.3B | $174.0M | ||
| Q3 24 | $1.1B | $231.0M | ||
| Q2 24 | $1.2B | $228.0M | ||
| Q1 24 | $1.0B | $183.0M |
股东权益JKSS
| Q4 25 | $3.4B | $3.9B | ||
| Q3 25 | $3.6B | $3.9B | ||
| Q2 25 | $3.8B | $3.8B | ||
| Q1 25 | $3.9B | $3.8B | ||
| Q4 24 | $4.2B | $3.8B | ||
| Q3 24 | $4.5B | $3.8B | ||
| Q2 24 | $6.6B | $3.8B | ||
| Q1 24 | $6.6B | $3.9B |
总资产JKSS
| Q4 25 | $11.6B | $14.1B | ||
| Q3 25 | $11.3B | $13.4B | ||
| Q2 25 | $11.4B | $13.6B | ||
| Q1 25 | $11.2B | $13.6B | ||
| Q4 24 | $11.6B | $15.1B | ||
| Q3 24 | $11.8B | $14.2B | ||
| Q2 24 | $15.0B | $14.3B | ||
| Q1 24 | $14.9B | $14.0B |
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 | $380.8M | $124.0M |
| 自由现金流经营现金流 - 资本支出 | $364.9M | $16.0M |
| 自由现金流率自由现金流/营收 | 11.1% | 0.4% |
| 资本支出强度资本支出/营收 | 0.5% | 3.0% |
| 现金转化率经营现金流/净利润 | 3.03× | 15.50× |
| 过去12个月自由现金流最近4个季度 | $875.3M | $819.0M |
8季度趋势，按日历期对齐
经营现金流JKSS
| Q4 25 | $380.8M | $124.0M | ||
| Q3 25 | $383.1M | $598.0M | ||
| Q2 25 | $292.6M | $-92.0M | ||
| Q1 25 | $-96.4M | $596.0M | ||
| Q4 24 | $107.5M | $-195.0M | ||
| Q3 24 | $196.5M | $254.0M | ||
| Q2 24 | $482.6M | $-7.0M | ||
| Q1 24 | $-42.8M | $789.0M |
自由现金流JKSS
| Q4 25 | $364.9M | $16.0M | ||
| Q3 25 | $353.5M | $508.0M | ||
| Q2 25 | $270.5M | $-202.0M | ||
| Q1 25 | $-113.7M | $497.0M | ||
| Q4 24 | $97.1M | $-323.0M | ||
| Q3 24 | $158.2M | $141.0M | ||
| Q2 24 | $444.9M | $-133.0M | ||
| Q1 24 | $-70.6M | $707.0M |
自由现金流率JKSS
| Q4 25 | 11.1% | 0.4% | ||
| Q3 25 | 11.2% | 14.3% | ||
| Q2 25 | 8.9% | -6.2% | ||
| Q1 25 | -3.9% | 9.2% | ||
| Q4 24 | 3.3% | -8.7% | ||
| Q3 24 | -13.6% | 3.8% | ||
| Q2 24 | 10.5% | -3.9% | ||
| Q1 24 | -1.7% | 11.9% |
资本支出强度JKSS
| Q4 25 | 0.5% | 3.0% | ||
| Q3 25 | 0.9% | 2.5% | ||
| Q2 25 | 0.7% | 3.4% | ||
| Q1 25 | 0.6% | 1.8% | ||
| Q4 24 | 0.4% | 3.5% | ||
| Q3 24 | -3.3% | 3.0% | ||
| Q2 24 | 0.9% | 3.7% | ||
| Q1 24 | 0.7% | 1.4% |
现金转化率JKSS
| Q4 25 | 3.03× | 15.50× | ||
| Q3 25 | 3.13× | 3.91× | ||
| Q2 25 | 1.63× | — | ||
| Q1 25 | -17.18× | 12.42× | ||
| Q4 24 | — | -8.86× | ||
| Q3 24 | 0.60× | 3.85× | ||
| Q2 24 | 3.28× | — | ||
| Q1 24 | -0.26× | 4.24× |
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
J
| Infrastructure Advanced Facilities | $2.9B | 89% |
| PA Consulting | $354.4M | 11% |
KSS
| Products | $3.4B | 95% |
| Other | $168.0M | 5% |
| Gift Card | $17.0M | 0% |
