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Jacobs Solutions（J）与Rocket Companies, Inc.（RKT）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Rocket Companies, Inc.的1.2倍（$3.3B vs $2.7B），Jacobs Solutions净利率更高（3.8% vs 2.5%，领先1.3%），Rocket Companies, Inc.同比增速更快（52.2% vs 12.3%），Jacobs Solutions自由现金流更多（$364.9M vs $-1.3B），过去两年Rocket Companies, Inc.的营收复合增速更高（39.5% 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。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
J vs RKT — 直观对比
营收规模更大
J
是对方的1.2倍
$2.7B
营收增速更快
RKT
高出39.9%
12.3%
净利率更高
J
高出1.3%
2.5%
自由现金流更多
J
多$1.6B
$-1.3B
两年增速更快
RKT
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $2.7B |
| 净利润 | $125.5M | $68.0M |
| 毛利率 | 23.2% | — |
| 营业利润率 | 7.1% | 6.3% |
| 净利率 | 3.8% | 2.5% |
| 营收同比 | 12.3% | 52.2% |
| 净利润同比 | 792.3% | 100.8% |
| 每股收益（稀释后） | $1.12 | $0.10 |
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JRKT
| Q4 25 | $3.3B | $2.7B | ||
| Q3 25 | $3.2B | $1.6B | ||
| Q2 25 | $3.0B | $1.4B | ||
| Q1 25 | $2.9B | $1.0B | ||
| Q4 24 | $2.9B | $1.8B | ||
| Q3 24 | $-1.2B | $646.9M | ||
| Q2 24 | $4.2B | $1.3B | ||
| Q1 24 | $4.3B | $1.4B |
净利润JRKT
| Q4 25 | $125.5M | $68.0M | ||
| Q3 25 | $122.2M | $-123.9M | ||
| Q2 25 | $179.6M | $-1.8M | ||
| Q1 25 | $5.6M | $-10.4M | ||
| Q4 24 | $-18.1M | $33.9M | ||
| Q3 24 | $325.4M | $-22.0M | ||
| Q2 24 | $146.9M | $1.3M | ||
| Q1 24 | $162.1M | $16.2M |
毛利率JRKT
| Q4 25 | 23.2% | — | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 25.4% | — | ||
| Q4 24 | 24.6% | 58.9% | ||
| Q3 24 | — | -8.4% | ||
| Q2 24 | 21.7% | 47.4% | ||
| Q1 24 | 21.2% | 51.2% |
营业利润率JRKT
| Q4 25 | 7.1% | 6.3% | ||
| Q3 25 | 6.7% | -11.5% | ||
| Q2 25 | 7.8% | 1.8% | ||
| Q1 25 | 7.2% | -21.5% | ||
| Q4 24 | 7.1% | 38.1% | ||
| Q3 24 | — | -76.9% | ||
| Q2 24 | 6.2% | 14.8% | ||
| Q1 24 | 6.6% | 21.6% |
净利率JRKT
| Q4 25 | 3.8% | 2.5% | ||
| Q3 25 | 3.9% | -7.7% | ||
| Q2 25 | 5.9% | -0.1% | ||
| Q1 25 | 0.2% | -1.0% | ||
| Q4 24 | -0.6% | 1.9% | ||
| Q3 24 | -28.1% | -3.4% | ||
| Q2 24 | 3.5% | 0.1% | ||
| Q1 24 | 3.8% | 1.2% |
每股收益（稀释后）JRKT
| Q4 25 | $1.12 | $0.10 | ||
| Q3 25 | $0.88 | $-0.06 | ||
| Q2 25 | $1.55 | $-0.01 | ||
| Q1 25 | $0.06 | $-0.08 | ||
| Q4 24 | $-0.11 | $0.28 | ||
| Q3 24 | $2.50 | $-0.19 | ||
| Q2 24 | $1.17 | $0.01 | ||
| Q1 24 | $1.28 | $0.11 |
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 | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.4B | $22.9B |
| 总资产 | $11.6B | $60.7B |
| 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JRKT
| Q4 25 | $1.6B | $2.7B | ||
| Q3 25 | $1.2B | $5.8B | ||
| Q2 25 | $1.3B | $5.1B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.2B | $1.3B | ||
| Q1 24 | $1.0B | $861.4M |
股东权益JRKT
| Q4 25 | $3.4B | $22.9B | ||
| Q3 25 | $3.6B | $8.9B | ||
| Q2 25 | $3.8B | $7.4B | ||
| Q1 25 | $3.9B | $8.6B | ||
| Q4 24 | $4.2B | $9.0B | ||
| Q3 24 | $4.5B | $8.4B | ||
| Q2 24 | $6.6B | $8.8B | ||
| Q1 24 | $6.6B | $8.6B |
总资产JRKT
| Q4 25 | $11.6B | $60.7B | ||
| Q3 25 | $11.3B | $33.6B | ||
| Q2 25 | $11.4B | $30.4B | ||
| Q1 25 | $11.2B | $25.3B | ||
| Q4 24 | $11.6B | $24.5B | ||
| Q3 24 | $11.8B | $25.1B | ||
| Q2 24 | $15.0B | $23.6B | ||
| Q1 24 | $14.9B | $22.2B |
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 | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $364.9M | $-1.3B |
| 自由现金流率自由现金流/营收 | 11.1% | -47.2% |
| 资本支出强度资本支出/营收 | 0.5% | 1.5% |
| 现金转化率经营现金流/净利润 | 3.03× | -18.08× |
| 过去12个月自由现金流最近4个季度 | $875.3M | $-4.0B |
8季度趋势，按日历期对齐
经营现金流JRKT
| Q4 25 | $380.8M | $-1.2B | ||
| Q3 25 | $383.1M | $-50.3M | ||
| Q2 25 | $292.6M | $-1.9B | ||
| Q1 25 | $-96.4M | $-797.0M | ||
| Q4 24 | $107.5M | $1.8B | ||
| Q3 24 | $196.5M | $-1.3B | ||
| Q2 24 | $482.6M | $-122.3M | ||
| Q1 24 | $-42.8M | $-3.0B |
自由现金流JRKT
| Q4 25 | $364.9M | $-1.3B | ||
| Q3 25 | $353.5M | $-71.8M | ||
| Q2 25 | $270.5M | $-1.9B | ||
| Q1 25 | $-113.7M | $-811.0M | ||
| Q4 24 | $97.1M | $1.8B | ||
| Q3 24 | $158.2M | $-1.4B | ||
| Q2 24 | $444.9M | $-138.3M | ||
| Q1 24 | $-70.6M | $-3.0B |
自由现金流率JRKT
| Q4 25 | 11.1% | -47.2% | ||
| Q3 25 | 11.2% | -4.5% | ||
| Q2 25 | 8.9% | -137.2% | ||
| Q1 25 | -3.9% | -78.2% | ||
| Q4 24 | 3.3% | 103.1% | ||
| Q3 24 | -13.6% | -209.6% | ||
| Q2 24 | 10.5% | -10.6% | ||
| Q1 24 | -1.7% | -218.7% |
资本支出强度JRKT
| Q4 25 | 0.5% | 1.5% | ||
| Q3 25 | 0.9% | 1.3% | ||
| Q2 25 | 0.7% | 1.1% | ||
| Q1 25 | 0.6% | 1.4% | ||
| Q4 24 | 0.4% | 1.1% | ||
| Q3 24 | -3.3% | 2.9% | ||
| Q2 24 | 0.9% | 1.2% | ||
| Q1 24 | 0.7% | 1.0% |
现金转化率JRKT
| Q4 25 | 3.03× | -18.08× | ||
| Q3 25 | 3.13× | — | ||
| Q2 25 | 1.63× | — | ||
| Q1 25 | -17.18× | — | ||
| Q4 24 | — | 54.42× | ||
| Q3 24 | 0.60× | — | ||
| Q2 24 | 3.28× | -94.46× | ||
| Q1 24 | -0.26× | -185.80× |
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% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
