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Jacobs Solutions（J）与RYDER SYSTEM INC（R）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RYDER SYSTEM INC的1.1倍（$3.3B vs $3.1B），Jacobs Solutions净利率更高（3.8% vs 3.0%，领先0.8%），Jacobs Solutions同比增速更快（12.3% vs 1.0%），Jacobs Solutions自由现金流更多（$364.9M vs $273.0M），过去两年RYDER SYSTEM INC的营收复合增速更高（-0.9% 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。
Ryder System Inc.是美国专业运输物流服务商，总部位于佛罗里达州科勒尔盖布尔斯，业务覆盖美国及英国，核心业务包含卡车租赁、车队管理、供应链及运输管理，同时提供车辆维保、二手车销售、专业司机派遣、电商履约与最后一公里配送等多元服务。
J vs R — 直观对比
营收规模更大
J
是对方的1.1倍
$3.1B
营收增速更快
J
高出11.3%
1.0%
净利率更高
J
高出0.8%
3.0%
自由现金流更多
J
多$91.9M
$273.0M
两年增速更快
R
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $3.1B |
| 净利润 | $125.5M | $93.0M |
| 毛利率 | 23.2% | — |
| 营业利润率 | 7.1% | — |
| 净利率 | 3.8% | 3.0% |
| 营收同比 | 12.3% | 1.0% |
| 净利润同比 | 792.3% | -5.1% |
| 每股收益（稀释后） | $1.12 | $2.34 |
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JR
| Q1 26 | — | $3.1B | ||
| Q4 25 | $3.3B | $3.2B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $3.0B | $3.2B | ||
| Q1 25 | $2.9B | $3.1B | ||
| Q4 24 | $2.9B | $3.2B | ||
| Q3 24 | $-1.2B | $3.2B | ||
| Q2 24 | $4.2B | $3.2B |
净利润JR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $125.5M | $132.0M | ||
| Q3 25 | $122.2M | $138.0M | ||
| Q2 25 | $179.6M | $131.0M | ||
| Q1 25 | $5.6M | $98.0M | ||
| Q4 24 | $-18.1M | $135.0M | ||
| Q3 24 | $325.4M | $142.0M | ||
| Q2 24 | $146.9M | $127.0M |
毛利率JR
| Q1 26 | — | — | ||
| Q4 25 | 23.2% | — | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 25.4% | — | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 21.7% | — |
营业利润率JR
| Q1 26 | — | — | ||
| Q4 25 | 7.1% | 5.6% | ||
| Q3 25 | 6.7% | 6.0% | ||
| Q2 25 | 7.8% | 5.8% | ||
| Q1 25 | 7.2% | 4.3% | ||
| Q4 24 | 7.1% | 5.7% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | 6.2% | 5.6% |
净利率JR
| Q1 26 | — | 3.0% | ||
| Q4 25 | 3.8% | 4.2% | ||
| Q3 25 | 3.9% | 4.4% | ||
| Q2 25 | 5.9% | 4.1% | ||
| Q1 25 | 0.2% | 3.1% | ||
| Q4 24 | -0.6% | 4.2% | ||
| Q3 24 | -28.1% | 4.5% | ||
| Q2 24 | 3.5% | 4.0% |
每股收益（稀释后）JR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $1.12 | $3.22 | ||
| Q3 25 | $0.88 | $3.32 | ||
| Q2 25 | $1.55 | $3.13 | ||
| Q1 25 | $0.06 | $2.27 | ||
| Q4 24 | $-0.11 | $3.09 | ||
| Q3 24 | $2.50 | $3.24 | ||
| Q2 24 | $1.17 | $2.84 |
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 | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.4B | $2.9B |
| 总资产 | $11.6B | — |
| 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JR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $1.6B | $198.0M | ||
| Q3 25 | $1.2B | $189.0M | ||
| Q2 25 | $1.3B | $180.0M | ||
| Q1 25 | $1.2B | $151.0M | ||
| Q4 24 | $1.3B | $154.0M | ||
| Q3 24 | $1.1B | $162.0M | ||
| Q2 24 | $1.2B | $164.0M |
总债务JR
| Q1 26 | — | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $6.7B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.6B | ||
| Q2 24 | — | $6.5B |
股东权益JR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $3.4B | $3.1B | ||
| Q3 25 | $3.6B | $3.1B | ||
| Q2 25 | $3.8B | $3.1B | ||
| Q1 25 | $3.9B | $3.0B | ||
| Q4 24 | $4.2B | $3.1B | ||
| Q3 24 | $4.5B | $3.1B | ||
| Q2 24 | $6.6B | $3.1B |
总资产JR
| Q1 26 | — | — | ||
| Q4 25 | $11.6B | $16.4B | ||
| Q3 25 | $11.3B | $16.5B | ||
| Q2 25 | $11.4B | $16.5B | ||
| Q1 25 | $11.2B | $16.4B | ||
| Q4 24 | $11.6B | $16.7B | ||
| Q3 24 | $11.8B | $16.5B | ||
| Q2 24 | $15.0B | $16.4B |
负债/权益比JR
| Q1 26 | — | — | ||
| Q4 25 | — | 2.24× | ||
| Q3 25 | — | 2.35× | ||
| Q2 25 | — | 2.27× | ||
| Q1 25 | — | 2.21× | ||
| Q4 24 | — | 2.14× | ||
| Q3 24 | — | 2.17× | ||
| Q2 24 | — | 2.09× |
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 | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $364.9M | $273.0M |
| 自由现金流率自由现金流/营收 | 11.1% | 8.7% |
| 资本支出强度资本支出/营收 | 0.5% | 13.7% |
| 现金转化率经营现金流/净利润 | 3.03× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $875.3M | $595.0M |
8季度趋势，按日历期对齐
经营现金流JR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $380.8M | $749.0M | ||
| Q3 25 | $383.1M | $442.0M | ||
| Q2 25 | $292.6M | $752.0M | ||
| Q1 25 | $-96.4M | $651.0M | ||
| Q4 24 | $107.5M | $558.0M | ||
| Q3 24 | $196.5M | $629.0M | ||
| Q2 24 | $482.6M | $552.0M |
自由现金流JR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $364.9M | $344.0M | ||
| Q3 25 | $353.5M | $-85.0M | ||
| Q2 25 | $270.5M | $63.0M | ||
| Q1 25 | $-113.7M | $137.0M | ||
| Q4 24 | $97.1M | $-201.0M | ||
| Q3 24 | $158.2M | $30.0M | ||
| Q2 24 | $444.9M | $-87.0M |
自由现金流率JR
| Q1 26 | — | 8.7% | ||
| Q4 25 | 11.1% | 10.8% | ||
| Q3 25 | 11.2% | -2.7% | ||
| Q2 25 | 8.9% | 2.0% | ||
| Q1 25 | -3.9% | 4.4% | ||
| Q4 24 | 3.3% | -6.3% | ||
| Q3 24 | -13.6% | 0.9% | ||
| Q2 24 | 10.5% | -2.7% |
资本支出强度JR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 0.5% | 12.8% | ||
| Q3 25 | 0.9% | 16.6% | ||
| Q2 25 | 0.7% | 21.6% | ||
| Q1 25 | 0.6% | 16.4% | ||
| Q4 24 | 0.4% | 23.8% | ||
| Q3 24 | -3.3% | 18.9% | ||
| Q2 24 | 0.9% | 20.1% |
现金转化率JR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 3.03× | 5.67× | ||
| Q3 25 | 3.13× | 3.20× | ||
| Q2 25 | 1.63× | 5.74× | ||
| Q1 25 | -17.18× | 6.64× | ||
| Q4 24 | — | 4.13× | ||
| Q3 24 | 0.60× | 4.43× | ||
| Q2 24 | 3.28× | 4.35× |
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% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
