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Jacobs Solutions（J）与滨特尔（PNR）财务数据对比。点击上方公司名可切换其他公司
Jacobs Solutions的季度营收约是滨特尔的3.2倍（$3.3B vs $1.0B），滨特尔净利率更高（16.6% vs 3.8%，领先12.8%），Jacobs Solutions同比增速更快（12.3% vs 2.6%），Jacobs Solutions自由现金流更多（$364.9M vs $-85.7M），过去两年滨特尔的营收复合增速更高（-2.9% 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。
滨特尔（股票代码PNR）是知名水处理企业，注册地位于爱尔兰，税务居民身份归属英国，美国区总部设于明尼苏达州金谷市。品牌起源于美国，2017年数据显示其65%的营收来自美国和加拿大，2014年集团完成架构重组，注册地由瑞士变更为爱尔兰。
J vs PNR — 直观对比
营收规模更大
J
是对方的3.2倍
$1.0B
营收增速更快
J
高出9.7%
2.6%
净利率更高
PNR
高出12.8%
3.8%
自由现金流更多
J
多$450.6M
$-85.7M
两年增速更快
PNR
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.0B |
| 净利润 | $125.5M | $172.4M |
| 毛利率 | 23.2% | 41.8% |
| 营业利润率 | 7.1% | 20.3% |
| 净利率 | 3.8% | 16.6% |
| 营收同比 | 12.3% | 2.6% |
| 净利润同比 | 792.3% | 11.3% |
| 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JPNR
| Q1 26 | — | $1.0B | ||
| Q4 25 | $3.3B | $1.0B | ||
| Q3 25 | $3.2B | $1.0B | ||
| Q2 25 | $3.0B | $1.1B | ||
| Q1 25 | $2.9B | $1.0B | ||
| Q4 24 | $2.9B | $972.9M | ||
| Q3 24 | $-1.2B | $993.4M | ||
| Q2 24 | $4.2B | $1.1B |
净利润JPNR
| Q1 26 | — | $172.4M | ||
| Q4 25 | $125.5M | $166.1M | ||
| Q3 25 | $122.2M | $184.3M | ||
| Q2 25 | $179.6M | $148.5M | ||
| Q1 25 | $5.6M | $154.9M | ||
| Q4 24 | $-18.1M | $166.4M | ||
| Q3 24 | $325.4M | $139.6M | ||
| Q2 24 | $146.9M | $186.1M |
毛利率JPNR
| Q1 26 | — | 41.8% | ||
| Q4 25 | 23.2% | 40.4% | ||
| Q3 25 | 24.3% | 41.0% | ||
| Q2 25 | 25.0% | 40.7% | ||
| Q1 25 | 25.4% | 39.9% | ||
| Q4 24 | 24.6% | 38.8% | ||
| Q3 24 | — | 39.6% | ||
| Q2 24 | 21.7% | 39.8% |
营业利润率JPNR
| Q1 26 | — | 20.3% | ||
| Q4 25 | 7.1% | 20.1% | ||
| Q3 25 | 6.7% | 22.7% | ||
| Q2 25 | 7.8% | 19.4% | ||
| Q1 25 | 7.2% | 20.1% | ||
| Q4 24 | 7.1% | 20.1% | ||
| Q3 24 | — | 18.1% | ||
| Q2 24 | 6.2% | 22.6% |
净利率JPNR
| Q1 26 | — | 16.6% | ||
| Q4 25 | 3.8% | 16.3% | ||
| Q3 25 | 3.9% | 18.0% | ||
| Q2 25 | 5.9% | 13.2% | ||
| Q1 25 | 0.2% | 15.3% | ||
| Q4 24 | -0.6% | 17.1% | ||
| Q3 24 | -28.1% | 14.1% | ||
| Q2 24 | 3.5% | 16.9% |
每股收益（稀释后）JPNR
| Q1 26 | — | — | ||
| Q4 25 | $1.12 | $1.01 | ||
| Q3 25 | $0.88 | $1.12 | ||
| Q2 25 | $1.55 | $0.90 | ||
| Q1 25 | $0.06 | $0.93 | ||
| Q4 24 | $-0.11 | $0.99 | ||
| Q3 24 | $2.50 | $0.84 | ||
| Q2 24 | $1.17 | $1.11 |
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 | $67.7M |
| 总债务越低越好 | — | $1.9B |
| 股东权益账面价值 | $3.4B | $3.8B |
| 总资产 | $11.6B | $7.1B |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资JPNR
| Q1 26 | — | $67.7M | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.2B | $128.4M | ||
| Q2 25 | $1.3B | $143.0M | ||
| Q1 25 | $1.2B | $140.6M | ||
| Q4 24 | $1.3B | $118.7M | ||
| Q3 24 | $1.1B | $218.1M | ||
| Q2 24 | $1.2B | $214.3M |
总债务JPNR
| Q1 26 | — | $1.9B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $1.8B |
股东权益JPNR
| Q1 26 | — | $3.8B | ||
| Q4 25 | $3.4B | $3.9B | ||
| Q3 25 | $3.6B | $3.8B | ||
| Q2 25 | $3.8B | $3.7B | ||
| Q1 25 | $3.9B | $3.6B | ||
| Q4 24 | $4.2B | $3.6B | ||
| Q3 24 | $4.5B | $3.5B | ||
| Q2 24 | $6.6B | $3.4B |
总资产JPNR
| Q1 26 | — | $7.1B | ||
| Q4 25 | $11.6B | $6.9B | ||
| Q3 25 | $11.3B | $6.8B | ||
| Q2 25 | $11.4B | $6.5B | ||
| Q1 25 | $11.2B | $6.7B | ||
| Q4 24 | $11.6B | $6.4B | ||
| Q3 24 | $11.8B | $6.5B | ||
| Q2 24 | $15.0B | $6.5B |
负债/权益比JPNR
| Q1 26 | — | 0.51× | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.42× | ||
| Q2 25 | — | 0.38× | ||
| Q1 25 | — | 0.51× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.51× |
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 | $-85.7M |
| 自由现金流率自由现金流/营收 | 11.1% | -8.3% |
| 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 | $716.0M |
8季度趋势，按日历期对齐
经营现金流JPNR
| Q1 26 | — | — | ||
| Q4 25 | $380.8M | $50.8M | ||
| Q3 25 | $383.1M | $196.3M | ||
| Q2 25 | $292.6M | $606.6M | ||
| Q1 25 | $-96.4M | $-38.9M | ||
| Q4 24 | $107.5M | $86.5M | ||
| Q3 24 | $196.5M | $248.6M | ||
| Q2 24 | $482.6M | $539.2M |
自由现金流JPNR
| Q1 26 | — | $-85.7M | ||
| Q4 25 | $364.9M | $27.1M | ||
| Q3 25 | $353.5M | $178.9M | ||
| Q2 25 | $270.5M | $595.7M | ||
| Q1 25 | $-113.7M | $-55.7M | ||
| Q4 24 | $97.1M | $63.8M | ||
| Q3 24 | $158.2M | $233.2M | ||
| Q2 24 | $444.9M | $522.2M |
自由现金流率JPNR
| Q1 26 | — | -8.3% | ||
| Q4 25 | 11.1% | 2.7% | ||
| Q3 25 | 11.2% | 17.5% | ||
| Q2 25 | 8.9% | 53.0% | ||
| Q1 25 | -3.9% | -5.5% | ||
| Q4 24 | 3.3% | 6.6% | ||
| Q3 24 | -13.6% | 23.5% | ||
| Q2 24 | 10.5% | 47.5% |
资本支出强度JPNR
| Q1 26 | — | 1.8% | ||
| Q4 25 | 0.5% | 2.3% | ||
| Q3 25 | 0.9% | 1.7% | ||
| Q2 25 | 0.7% | 1.0% | ||
| Q1 25 | 0.6% | 1.7% | ||
| Q4 24 | 0.4% | 2.3% | ||
| Q3 24 | -3.3% | 1.6% | ||
| Q2 24 | 0.9% | 1.5% |
现金转化率JPNR
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 0.31× | ||
| Q3 25 | 3.13× | 1.07× | ||
| Q2 25 | 1.63× | 4.08× | ||
| Q1 25 | -17.18× | -0.25× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | 0.60× | 1.78× | ||
| Q2 24 | 3.28× | 2.90× |
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% |
PNR
| Water Solutions | $391.0M | 38% |
| Pool | $387.1M | 37% |
| Flow | $258.1M | 25% |
