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Jacobs Solutions（J）与Masco（MAS）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Masco的1.7倍（$3.3B vs $1.9B），Masco净利率更高（11.9% vs 3.8%，领先8.1%），Jacobs Solutions同比增速更快（12.3% vs 6.5%），过去两年Masco的营收复合增速更高（-4.2% vs -12.2%）
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
J vs MAS — 直观对比
营收规模更大
J
是对方的1.7倍
$1.9B
营收增速更快
J
高出5.8%
6.5%
净利率更高
MAS
高出8.1%
3.8%
两年增速更快
MAS
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.9B |
| 净利润 | $125.5M | $228.0M |
| 毛利率 | 23.2% | 35.8% |
| 营业利润率 | 7.1% | 16.5% |
| 净利率 | 3.8% | 11.9% |
| 营收同比 | 12.3% | 6.5% |
| 净利润同比 | 792.3% | 14.5% |
| 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JMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $3.3B | $1.8B | ||
| Q3 25 | $3.2B | $1.9B | ||
| Q2 25 | $3.0B | $2.1B | ||
| Q1 25 | $2.9B | $1.8B | ||
| Q4 24 | $2.9B | $1.8B | ||
| Q3 24 | $-1.2B | $2.0B | ||
| Q2 24 | $4.2B | $2.1B |
净利润JMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $125.5M | $165.0M | ||
| Q3 25 | $122.2M | $189.0M | ||
| Q2 25 | $179.6M | $270.0M | ||
| Q1 25 | $5.6M | $186.0M | ||
| Q4 24 | $-18.1M | $182.0M | ||
| Q3 24 | $325.4M | $167.0M | ||
| Q2 24 | $146.9M | $258.0M |
毛利率JMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 23.2% | 33.9% | ||
| Q3 25 | 24.3% | 34.2% | ||
| Q2 25 | 25.0% | 37.6% | ||
| Q1 25 | 25.4% | 35.8% | ||
| Q4 24 | 24.6% | 34.8% | ||
| Q3 24 | — | 36.6% | ||
| Q2 24 | 21.7% | 37.5% |
营业利润率JMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 7.1% | 13.8% | ||
| Q3 25 | 6.7% | 15.8% | ||
| Q2 25 | 7.8% | 20.1% | ||
| Q1 25 | 7.2% | 15.9% | ||
| Q4 24 | 7.1% | 15.9% | ||
| Q3 24 | — | 18.0% | ||
| Q2 24 | 6.2% | 19.0% |
净利率JMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 3.8% | 9.2% | ||
| Q3 25 | 3.9% | 9.9% | ||
| Q2 25 | 5.9% | 13.2% | ||
| Q1 25 | 0.2% | 10.3% | ||
| Q4 24 | -0.6% | 10.0% | ||
| Q3 24 | -28.1% | 8.4% | ||
| Q2 24 | 3.5% | 12.3% |
每股收益（稀释后）JMAS
| Q1 26 | — | — | ||
| Q4 25 | $1.12 | $0.81 | ||
| Q3 25 | $0.88 | $0.90 | ||
| Q2 25 | $1.55 | $1.28 | ||
| Q1 25 | $0.06 | $0.87 | ||
| Q4 24 | $-0.11 | $0.85 | ||
| Q3 24 | $2.50 | $0.77 | ||
| Q2 24 | $1.17 | $1.17 |
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 | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $3.4B | $27.0M |
| 总资产 | $11.6B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资JMAS
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $647.0M | ||
| Q3 25 | $1.2B | $559.0M | ||
| Q2 25 | $1.3B | $390.0M | ||
| Q1 25 | $1.2B | $377.0M | ||
| Q4 24 | $1.3B | $634.0M | ||
| Q3 24 | $1.1B | $646.0M | ||
| Q2 24 | $1.2B | $398.0M |
总债务JMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益JMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $3.4B | $-185.0M | ||
| Q3 25 | $3.6B | $-78.0M | ||
| Q2 25 | $3.8B | $-84.0M | ||
| Q1 25 | $3.9B | $-254.0M | ||
| Q4 24 | $4.2B | $-279.0M | ||
| Q3 24 | $4.5B | $-88.0M | ||
| Q2 24 | $6.6B | $-26.0M |
总资产JMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $11.6B | $5.2B | ||
| Q3 25 | $11.3B | $5.3B | ||
| Q2 25 | $11.4B | $5.3B | ||
| Q1 25 | $11.2B | $5.1B | ||
| Q4 24 | $11.6B | $5.0B | ||
| Q3 24 | $11.8B | $5.3B | ||
| Q2 24 | $15.0B | $5.4B |
负债/权益比JMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 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% | 1.8% |
| 现金转化率经营现金流/净利润 | 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JMAS
| Q1 26 | — | — | ||
| Q4 25 | $380.8M | $418.0M | ||
| Q3 25 | $383.1M | $456.0M | ||
| Q2 25 | $292.6M | $306.0M | ||
| Q1 25 | $-96.4M | $-158.0M | ||
| Q4 24 | $107.5M | $407.0M | ||
| Q3 24 | $196.5M | $416.0M | ||
| Q2 24 | $482.6M | $346.0M |
自由现金流JMAS
| Q1 26 | — | — | ||
| Q4 25 | $364.9M | $371.0M | ||
| Q3 25 | $353.5M | $415.0M | ||
| Q2 25 | $270.5M | $270.0M | ||
| Q1 25 | $-113.7M | $-190.0M | ||
| Q4 24 | $97.1M | $351.0M | ||
| Q3 24 | $158.2M | $378.0M | ||
| Q2 24 | $444.9M | $303.0M |
自由现金流率JMAS
| Q1 26 | — | — | ||
| Q4 25 | 11.1% | 20.7% | ||
| Q3 25 | 11.2% | 21.6% | ||
| Q2 25 | 8.9% | 13.2% | ||
| Q1 25 | -3.9% | -10.5% | ||
| Q4 24 | 3.3% | 19.2% | ||
| Q3 24 | -13.6% | 19.1% | ||
| Q2 24 | 10.5% | 14.5% |
资本支出强度JMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 0.5% | 2.6% | ||
| Q3 25 | 0.9% | 2.1% | ||
| Q2 25 | 0.7% | 1.8% | ||
| Q1 25 | 0.6% | 1.8% | ||
| Q4 24 | 0.4% | 3.1% | ||
| Q3 24 | -3.3% | 1.9% | ||
| Q2 24 | 0.9% | 2.1% |
现金转化率JMAS
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.53× | ||
| Q3 25 | 3.13× | 2.41× | ||
| Q2 25 | 1.63× | 1.13× | ||
| Q1 25 | -17.18× | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | 0.60× | 2.49× | ||
| Q2 24 | 3.28× | 1.34× |
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% |
MAS
暂无分部数据
