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Jacobs Solutions（J）与美盛公司（MOS）财务数据对比。点击上方公司名可切换其他公司
Jacobs Solutions的季度营收约是美盛公司的1.1倍（$3.3B vs $3.0B），Jacobs Solutions净利率更高（3.8% vs -17.5%，领先21.3%），Jacobs Solutions同比增速更快（12.3% vs 5.6%），Jacobs Solutions自由现金流更多（$364.9M vs $-405.7M），过去两年美盛公司的营收复合增速更高（5.3% 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。
美盛公司（The Mosaic Company）是总部位于美国佛罗里达州坦帕的化工企业，主营磷矿、钾矿开采及尿素采集，依托多元国际分销网络和旗下肥料业务板块生产销售农用肥料，是美国规模最大的钾肥、磷肥生产商。
J vs MOS — 直观对比
营收规模更大
J
是对方的1.1倍
$3.0B
营收增速更快
J
高出6.7%
5.6%
净利率更高
J
高出21.3%
-17.5%
自由现金流更多
J
多$770.6M
$-405.7M
两年增速更快
MOS
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $3.0B |
| 净利润 | $125.5M | $-519.5M |
| 毛利率 | 23.2% | 11.5% |
| 营业利润率 | 7.1% | -3.4% |
| 净利率 | 3.8% | -17.5% |
| 营收同比 | 12.3% | 5.6% |
| 净利润同比 | 792.3% | -407.4% |
| 每股收益（稀释后） | $1.12 | $-1.63 |
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JMOS
| Q4 25 | $3.3B | $3.0B | ||
| Q3 25 | $3.2B | $3.5B | ||
| Q2 25 | $3.0B | $3.0B | ||
| Q1 25 | $2.9B | $2.6B | ||
| Q4 24 | $2.9B | $2.8B | ||
| Q3 24 | $-1.2B | $2.8B | ||
| Q2 24 | $4.2B | $2.8B | ||
| Q1 24 | $4.3B | $2.7B |
净利润JMOS
| Q4 25 | $125.5M | $-519.5M | ||
| Q3 25 | $122.2M | $411.4M | ||
| Q2 25 | $179.6M | $410.7M | ||
| Q1 25 | $5.6M | $238.1M | ||
| Q4 24 | $-18.1M | $169.0M | ||
| Q3 24 | $325.4M | $122.2M | ||
| Q2 24 | $146.9M | $-161.5M | ||
| Q1 24 | $162.1M | $45.2M |
毛利率JMOS
| Q4 25 | 23.2% | 11.5% | ||
| Q3 25 | 24.3% | 16.0% | ||
| Q2 25 | 25.0% | 17.3% | ||
| Q1 25 | 25.4% | 18.6% | ||
| Q4 24 | 24.6% | 10.7% | ||
| Q3 24 | — | 14.8% | ||
| Q2 24 | 21.7% | 14.0% | ||
| Q1 24 | 21.2% | 14.9% |
营业利润率JMOS
| Q4 25 | 7.1% | -3.4% | ||
| Q3 25 | 6.7% | 9.8% | ||
| Q2 25 | 7.8% | 8.1% | ||
| Q1 25 | 7.2% | 12.9% | ||
| Q4 24 | 7.1% | 3.5% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | 6.2% | 8.3% | ||
| Q1 24 | 6.6% | 6.5% |
净利率JMOS
| Q4 25 | 3.8% | -17.5% | ||
| Q3 25 | 3.9% | 11.9% | ||
| Q2 25 | 5.9% | 13.7% | ||
| Q1 25 | 0.2% | 9.1% | ||
| Q4 24 | -0.6% | 6.0% | ||
| Q3 24 | -28.1% | 4.3% | ||
| Q2 24 | 3.5% | -5.7% | ||
| Q1 24 | 3.8% | 1.7% |
每股收益（稀释后）JMOS
| Q4 25 | $1.12 | $-1.63 | ||
| Q3 25 | $0.88 | $1.29 | ||
| Q2 25 | $1.55 | $1.29 | ||
| Q1 25 | $0.06 | $0.75 | ||
| Q4 24 | $-0.11 | $0.53 | ||
| Q3 24 | $2.50 | $0.38 | ||
| Q2 24 | $1.17 | $-0.50 | ||
| Q1 24 | $1.28 | $0.14 |
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 | $276.6M |
| 总债务越低越好 | — | $4.3B |
| 股东权益账面价值 | $3.4B | $12.1B |
| 总资产 | $11.6B | $24.5B |
| 负债/权益比越低杠杆越低 | — | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资JMOS
| Q4 25 | $1.6B | $276.6M | ||
| Q3 25 | $1.2B | $153.3M | ||
| Q2 25 | $1.3B | $286.2M | ||
| Q1 25 | $1.2B | $259.2M | ||
| Q4 24 | $1.3B | $272.8M | ||
| Q3 24 | $1.1B | $301.6M | ||
| Q2 24 | $1.2B | $322.0M | ||
| Q1 24 | $1.0B | $336.7M |
总债务JMOS
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B | ||
| Q1 24 | — | $3.2B |
股东权益JMOS
| Q4 25 | $3.4B | $12.1B | ||
| Q3 25 | $3.6B | $12.8B | ||
| Q2 25 | $3.8B | $12.4B | ||
| Q1 25 | $3.9B | $11.8B | ||
| Q4 24 | $4.2B | $11.5B | ||
| Q3 24 | $4.5B | $11.8B | ||
| Q2 24 | $6.6B | $11.7B | ||
| Q1 24 | $6.6B | $12.0B |
总资产JMOS
| Q4 25 | $11.6B | $24.5B | ||
| Q3 25 | $11.3B | $24.7B | ||
| Q2 25 | $11.4B | $24.3B | ||
| Q1 25 | $11.2B | $23.2B | ||
| Q4 24 | $11.6B | $22.9B | ||
| Q3 24 | $11.8B | $23.3B | ||
| Q2 24 | $15.0B | $22.6B | ||
| Q1 24 | $14.9B | $22.9B |
负债/权益比JMOS
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.28× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.27× | ||
| Q1 24 | — | 0.27× |
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 | $-56.1M |
| 自由现金流经营现金流 - 资本支出 | $364.9M | $-405.7M |
| 自由现金流率自由现金流/营收 | 11.1% | -13.6% |
| 资本支出强度资本支出/营收 | 0.5% | 11.8% |
| 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 | $-534.6M |
8季度趋势，按日历期对齐
经营现金流JMOS
| Q4 25 | $380.8M | $-56.1M | ||
| Q3 25 | $383.1M | $228.5M | ||
| Q2 25 | $292.6M | $609.5M | ||
| Q1 25 | $-96.4M | $42.9M | ||
| Q4 24 | $107.5M | $219.3M | ||
| Q3 24 | $196.5M | $312.9M | ||
| Q2 24 | $482.6M | $847.0M | ||
| Q1 24 | $-42.8M | $-80.0M |
自由现金流JMOS
| Q4 25 | $364.9M | $-405.7M | ||
| Q3 25 | $353.5M | $-135.9M | ||
| Q2 25 | $270.5M | $304.9M | ||
| Q1 25 | $-113.7M | $-297.9M | ||
| Q4 24 | $97.1M | $-74.8M | ||
| Q3 24 | $158.2M | $72.1M | ||
| Q2 24 | $444.9M | $513.1M | ||
| Q1 24 | $-70.6M | $-463.0M |
自由现金流率JMOS
| Q4 25 | 11.1% | -13.6% | ||
| Q3 25 | 11.2% | -3.9% | ||
| Q2 25 | 8.9% | 10.1% | ||
| Q1 25 | -3.9% | -11.4% | ||
| Q4 24 | 3.3% | -2.7% | ||
| Q3 24 | -13.6% | 2.6% | ||
| Q2 24 | 10.5% | 18.2% | ||
| Q1 24 | -1.7% | -17.3% |
资本支出强度JMOS
| Q4 25 | 0.5% | 11.8% | ||
| Q3 25 | 0.9% | 10.6% | ||
| Q2 25 | 0.7% | 10.1% | ||
| Q1 25 | 0.6% | 13.0% | ||
| Q4 24 | 0.4% | 10.4% | ||
| Q3 24 | -3.3% | 8.6% | ||
| Q2 24 | 0.9% | 11.9% | ||
| Q1 24 | 0.7% | 14.3% |
现金转化率JMOS
| Q4 25 | 3.03× | — | ||
| Q3 25 | 3.13× | 0.56× | ||
| Q2 25 | 1.63× | 1.48× | ||
| Q1 25 | -17.18× | 0.18× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | 0.60× | 2.56× | ||
| Q2 24 | 3.28× | — | ||
| Q1 24 | -0.26× | -1.77× |
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% |
MOS
暂无分部数据
