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Jacobs Solutions（J）与RENAISSANCERE HOLDINGS LTD（RNR）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RENAISSANCERE HOLDINGS LTD的1.5倍（$3.3B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 3.8%，领先19.7%），Jacobs Solutions同比增速更快（12.3% vs -36.8%），过去两年RENAISSANCERE HOLDINGS LTD的营收复合增速更高（-11.9% 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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
J vs RNR — 直观对比
营收规模更大
J
是对方的1.5倍
$2.2B
营收增速更快
J
高出49.0%
-36.8%
净利率更高
RNR
高出19.7%
3.8%
两年增速更快
RNR
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $2.2B |
| 净利润 | $125.5M | $515.8M |
| 毛利率 | 23.2% | — |
| 营业利润率 | 7.1% | — |
| 净利率 | 3.8% | 23.5% |
| 营收同比 | 12.3% | -36.8% |
| 净利润同比 | 792.3% | 72.6% |
| 每股收益（稀释后） | $1.12 | $6.57 |
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JRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.3B | $3.0B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $3.0B | $3.2B | ||
| Q1 25 | $2.9B | $3.5B | ||
| Q4 24 | $2.9B | $2.3B | ||
| Q3 24 | $-1.2B | $4.0B | ||
| Q2 24 | $4.2B | $2.8B |
净利润JRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $125.5M | $760.5M | ||
| Q3 25 | $122.2M | $916.5M | ||
| Q2 25 | $179.6M | $835.4M | ||
| Q1 25 | $5.6M | $170.0M | ||
| Q4 24 | $-18.1M | $-189.7M | ||
| Q3 24 | $325.4M | $1.2B | ||
| Q2 24 | $146.9M | $503.9M |
毛利率JRNR
| 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JRNR
| Q1 26 | — | — | ||
| Q4 25 | 7.1% | 42.5% | ||
| Q3 25 | 6.7% | 46.3% | ||
| Q2 25 | 7.8% | 41.8% | ||
| Q1 25 | 7.2% | -2.0% | ||
| Q4 24 | 7.1% | -3.6% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | 6.2% | 25.0% |
净利率JRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 3.8% | 25.6% | ||
| Q3 25 | 3.9% | 28.7% | ||
| Q2 25 | 5.9% | 26.1% | ||
| Q1 25 | 0.2% | 4.9% | ||
| Q4 24 | -0.6% | -8.3% | ||
| Q3 24 | -28.1% | 29.8% | ||
| Q2 24 | 3.5% | 17.8% |
每股收益（稀释后）JRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.12 | $16.16 | ||
| Q3 25 | $0.88 | $19.40 | ||
| Q2 25 | $1.55 | $17.20 | ||
| Q1 25 | $0.06 | $3.27 | ||
| Q4 24 | $-0.11 | $-3.76 | ||
| Q3 24 | $2.50 | $22.62 | ||
| Q2 24 | $1.17 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.4B | $4.3B |
| 总资产 | $11.6B | $53.7B |
| 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JRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.6B | $1.7B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.2B | $1.6B |
总债务JRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益JRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $3.4B | $11.6B | ||
| Q3 25 | $3.6B | $11.5B | ||
| Q2 25 | $3.8B | $10.8B | ||
| Q1 25 | $3.9B | $10.3B | ||
| Q4 24 | $4.2B | $10.6B | ||
| Q3 24 | $4.5B | $11.2B | ||
| Q2 24 | $6.6B | $10.2B |
总资产JRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $11.6B | $53.8B | ||
| Q3 25 | $11.3B | $54.5B | ||
| Q2 25 | $11.4B | $54.7B | ||
| Q1 25 | $11.2B | $53.6B | ||
| Q4 24 | $11.6B | $50.7B | ||
| Q3 24 | $11.8B | $52.8B | ||
| Q2 24 | $15.0B | $51.6B |
负债/权益比JRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
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JRNR
| Q1 26 | — | — | ||
| Q4 25 | $380.8M | $483.0M | ||
| Q3 25 | $383.1M | $1.6B | ||
| Q2 25 | $292.6M | $1.5B | ||
| Q1 25 | $-96.4M | $157.8M | ||
| Q4 24 | $107.5M | $778.9M | ||
| Q3 24 | $196.5M | $1.5B | ||
| Q2 24 | $482.6M | $1.2B |
自由现金流JRNR
| Q1 26 | — | — | ||
| Q4 25 | $364.9M | — | ||
| Q3 25 | $353.5M | — | ||
| Q2 25 | $270.5M | — | ||
| Q1 25 | $-113.7M | — | ||
| Q4 24 | $97.1M | — | ||
| Q3 24 | $158.2M | — | ||
| Q2 24 | $444.9M | — |
自由现金流率JRNR
| Q1 26 | — | — | ||
| Q4 25 | 11.1% | — | ||
| Q3 25 | 11.2% | — | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | -3.9% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | -13.6% | — | ||
| Q2 24 | 10.5% | — |
资本支出强度JRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | -3.3% | — | ||
| Q2 24 | 0.9% | — |
现金转化率JRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 0.64× | ||
| Q3 25 | 3.13× | 1.73× | ||
| Q2 25 | 1.63× | 1.76× | ||
| Q1 25 | -17.18× | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.60× | 1.26× | ||
| Q2 24 | 3.28× | 2.41× |
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% |
RNR
暂无分部数据
