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Jacobs Solutions(J)与Roper Technologies(ROP)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Roper Technologies的1.6倍($3.3B vs $2.1B),Roper Technologies净利率更高(15.8% vs 3.8%,领先12.0%),Jacobs Solutions同比增速更快(12.3% vs 11.3%),Roper Technologies自由现金流更多($507.0M vs $364.9M),过去两年Roper Technologies的营收复合增速更高(10.5% 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。
罗珀技术公司是一家专注于科技领域的控股企业,通过持有并运营多家不同细分赛道的科技公司,在科技产业投资与资产管理领域形成了成熟的业务体系,在全球相关市场具备较高的行业影响力。
J vs ROP — 直观对比
营收规模更大
J
是对方的1.6倍
$2.1B
营收增速更快
J
高出1.0%
11.3%
净利率更高
ROP
高出12.0%
3.8%
自由现金流更多
ROP
多$142.1M
$364.9M
两年增速更快
ROP
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.3B | $2.1B |
| 净利润 | $125.5M | $331.0M |
| 毛利率 | 23.2% | 69.4% |
| 营业利润率 | 7.1% | 27.2% |
| 净利率 | 3.8% | 15.8% |
| 营收同比 | 12.3% | 11.3% |
| 净利润同比 | 792.3% | 53.7% |
| 每股收益(稀释后) | $1.12 | $4.87 |
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
J
ROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.3B | $2.1B | ||
| Q3 25 | $3.2B | $2.0B | ||
| Q2 25 | $3.0B | $1.9B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $-1.2B | $1.8B | ||
| Q2 24 | $4.2B | $1.7B |
净利润
J
ROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $125.5M | $428.4M | ||
| Q3 25 | $122.2M | $398.5M | ||
| Q2 25 | $179.6M | $378.3M | ||
| Q1 25 | $5.6M | $331.1M | ||
| Q4 24 | $-18.1M | $462.3M | ||
| Q3 24 | $325.4M | $367.9M | ||
| Q2 24 | $146.9M | $337.1M |
毛利率
J
ROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 23.2% | 69.5% | ||
| Q3 25 | 24.3% | 69.5% | ||
| Q2 25 | 25.0% | 69.2% | ||
| Q1 25 | 25.4% | 68.7% | ||
| Q4 24 | 24.6% | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | 21.7% | 69.5% |
营业利润率
J
ROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 7.1% | 28.6% | ||
| Q3 25 | 6.7% | 28.4% | ||
| Q2 25 | 7.8% | 28.2% | ||
| Q1 25 | 7.2% | 27.9% | ||
| Q4 24 | 7.1% | 28.0% | ||
| Q3 24 | — | 28.1% | ||
| Q2 24 | 6.2% | 28.8% |
净利率
J
ROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 3.8% | 20.8% | ||
| Q3 25 | 3.9% | 19.8% | ||
| Q2 25 | 5.9% | 19.5% | ||
| Q1 25 | 0.2% | 17.6% | ||
| Q4 24 | -0.6% | 24.6% | ||
| Q3 24 | -28.1% | 20.8% | ||
| Q2 24 | 3.5% | 19.6% |
每股收益(稀释后)
J
ROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $1.12 | $3.97 | ||
| Q3 25 | $0.88 | $3.68 | ||
| Q2 25 | $1.55 | $3.49 | ||
| Q1 25 | $0.06 | $3.06 | ||
| Q4 24 | $-0.11 | $4.29 | ||
| Q3 24 | $2.50 | $3.40 | ||
| Q2 24 | $1.17 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $3.4B | $18.8B |
| 总资产 | $11.6B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
J
ROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $1.6B | $297.4M | ||
| Q3 25 | $1.2B | $320.0M | ||
| Q2 25 | $1.3B | $242.4M | ||
| Q1 25 | $1.2B | $372.8M | ||
| Q4 24 | $1.3B | $188.2M | ||
| Q3 24 | $1.1B | $269.6M | ||
| Q2 24 | $1.2B | $251.5M |
总债务
J
ROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
J
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $3.4B | $19.9B | ||
| Q3 25 | $3.6B | $20.0B | ||
| Q2 25 | $3.8B | $19.6B | ||
| Q1 25 | $3.9B | $19.2B | ||
| Q4 24 | $4.2B | $18.9B | ||
| Q3 24 | $4.5B | $18.5B | ||
| Q2 24 | $6.6B | $18.1B |
总资产
J
ROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $11.6B | $34.6B | ||
| Q3 25 | $11.3B | $34.6B | ||
| Q2 25 | $11.4B | $33.2B | ||
| Q1 25 | $11.2B | $31.4B | ||
| Q4 24 | $11.6B | $31.3B | ||
| Q3 24 | $11.8B | $31.6B | ||
| Q2 24 | $15.0B | $29.8B |
负债/权益比
J
ROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $507.0M |
| 自由现金流率自由现金流/营收 | 11.1% | 24.2% |
| 资本支出强度资本支出/营收 | 0.5% | 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
J
ROP
| Q1 26 | — | — | ||
| Q4 25 | $380.8M | $738.0M | ||
| Q3 25 | $383.1M | $869.5M | ||
| Q2 25 | $292.6M | $404.1M | ||
| Q1 25 | $-96.4M | $528.7M | ||
| Q4 24 | $107.5M | $722.2M | ||
| Q3 24 | $196.5M | $755.4M | ||
| Q2 24 | $482.6M | $384.1M |
自由现金流
J
ROP
| Q1 26 | — | $507.0M | ||
| 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
J
ROP
| Q1 26 | — | 24.2% | ||
| 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
J
ROP
| Q1 26 | — | 0.5% | ||
| 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
J
ROP
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.72× | ||
| Q3 25 | 3.13× | 2.18× | ||
| Q2 25 | 1.63× | 1.07× | ||
| Q1 25 | -17.18× | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | 0.60× | 2.05× | ||
| Q2 24 | 3.28× | 1.14× |
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% |
ROP
暂无分部数据