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Jacobs Solutions（J）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是Jacobs Solutions的1.2倍（$3.9B vs $3.3B），Raymond James Financial净利率更高（14.1% vs 3.8%，领先10.3%），Raymond James Financial同比增速更快（13.0% vs 12.3%），过去两年Raymond James Financial的营收复合增速更高（1.3% 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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
J vs RJF — 直观对比
营收规模更大
RJF
是对方的1.2倍
$3.3B
营收增速更快
RJF
高出0.7%
12.3%
净利率更高
RJF
高出10.3%
3.8%
两年增速更快
RJF
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $3.9B |
| 净利润 | $125.5M | $544.0M |
| 毛利率 | 23.2% | — |
| 营业利润率 | 7.1% | — |
| 净利率 | 3.8% | 14.1% |
| 营收同比 | 12.3% | 13.0% |
| 净利润同比 | 792.3% | 10.0% |
| 每股收益（稀释后） | $1.12 | $2.83 |
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JRJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $3.3B | $4.2B | ||
| Q3 25 | $3.2B | $4.2B | ||
| Q2 25 | $3.0B | $3.8B | ||
| Q1 25 | $2.9B | $3.8B | ||
| Q4 24 | $2.9B | $4.0B | ||
| Q3 24 | $-1.2B | $4.0B | ||
| Q2 24 | $4.2B | $3.8B |
净利润JRJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $125.5M | $563.0M | ||
| Q3 25 | $122.2M | $604.0M | ||
| Q2 25 | $179.6M | $436.0M | ||
| Q1 25 | $5.6M | $495.0M | ||
| Q4 24 | $-18.1M | $600.0M | ||
| Q3 24 | $325.4M | $602.0M | ||
| Q2 24 | $146.9M | $492.0M |
毛利率JRJF
| 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JRJF
| Q1 26 | — | — | ||
| Q4 25 | 7.1% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 7.8% | 14.7% | ||
| Q1 25 | 7.2% | 17.5% | ||
| Q4 24 | 7.1% | 18.6% | ||
| Q3 24 | — | — | ||
| Q2 24 | 6.2% | 17.1% |
净利率JRJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 3.8% | 13.5% | ||
| Q3 25 | 3.9% | 14.4% | ||
| Q2 25 | 5.9% | 11.3% | ||
| Q1 25 | 0.2% | 12.9% | ||
| Q4 24 | -0.6% | 14.9% | ||
| Q3 24 | -28.1% | 15.0% | ||
| Q2 24 | 3.5% | 13.1% |
每股收益（稀释后）JRJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $1.12 | $2.79 | ||
| Q3 25 | $0.88 | $2.96 | ||
| Q2 25 | $1.55 | $2.12 | ||
| Q1 25 | $0.06 | $2.36 | ||
| Q4 24 | $-0.11 | $2.86 | ||
| Q3 24 | $2.50 | $2.85 | ||
| Q2 24 | $1.17 | $2.31 |
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 | $5.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.4B | $52.0M |
| 总资产 | $11.6B | $91.9B |
| 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JRJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $1.6B | $9.9B | ||
| Q3 25 | $1.2B | $11.4B | ||
| Q2 25 | $1.3B | $9.2B | ||
| Q1 25 | $1.2B | $9.7B | ||
| Q4 24 | $1.3B | $10.0B | ||
| Q3 24 | $1.1B | $11.0B | ||
| Q2 24 | $1.2B | $9.1B |
股东权益JRJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $3.4B | $12.6B | ||
| Q3 25 | $3.6B | $12.5B | ||
| Q2 25 | $3.8B | $12.3B | ||
| Q1 25 | $3.9B | $12.2B | ||
| Q4 24 | $4.2B | $11.9B | ||
| Q3 24 | $4.5B | $11.7B | ||
| Q2 24 | $6.6B | $11.2B |
总资产JRJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $11.6B | $88.8B | ||
| Q3 25 | $11.3B | $88.2B | ||
| Q2 25 | $11.4B | $84.8B | ||
| Q1 25 | $11.2B | $83.1B | ||
| Q4 24 | $11.6B | $82.3B | ||
| Q3 24 | $11.8B | $83.0B | ||
| Q2 24 | $15.0B | $80.6B |
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% | — |
| 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JRJF
| Q1 26 | — | — | ||
| Q4 25 | $380.8M | $-10.0M | ||
| Q3 25 | $383.1M | $796.0M | ||
| Q2 25 | $292.6M | $691.0M | ||
| Q1 25 | $-96.4M | $117.0M | ||
| Q4 24 | $107.5M | $830.0M | ||
| Q3 24 | $196.5M | $510.0M | ||
| Q2 24 | $482.6M | $711.0M |
自由现金流JRJF
| Q1 26 | — | — | ||
| Q4 25 | $364.9M | $-56.0M | ||
| Q3 25 | $353.5M | $752.0M | ||
| Q2 25 | $270.5M | $634.0M | ||
| Q1 25 | $-113.7M | $71.0M | ||
| Q4 24 | $97.1M | $789.0M | ||
| Q3 24 | $158.2M | $460.0M | ||
| Q2 24 | $444.9M | $655.0M |
自由现金流率JRJF
| Q1 26 | — | — | ||
| Q4 25 | 11.1% | -1.3% | ||
| Q3 25 | 11.2% | 17.9% | ||
| Q2 25 | 8.9% | 16.5% | ||
| Q1 25 | -3.9% | 1.8% | ||
| Q4 24 | 3.3% | 19.6% | ||
| Q3 24 | -13.6% | 11.5% | ||
| Q2 24 | 10.5% | 17.4% |
资本支出强度JRJF
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.1% | ||
| Q3 25 | 0.9% | 1.1% | ||
| Q2 25 | 0.7% | 1.5% | ||
| Q1 25 | 0.6% | 1.2% | ||
| Q4 24 | 0.4% | 1.0% | ||
| Q3 24 | -3.3% | 1.2% | ||
| Q2 24 | 0.9% | 1.5% |
现金转化率JRJF
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | -0.02× | ||
| Q3 25 | 3.13× | 1.32× | ||
| Q2 25 | 1.63× | 1.58× | ||
| Q1 25 | -17.18× | 0.24× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | 0.60× | 0.85× | ||
| Q2 24 | 3.28× | 1.45× |
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% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
