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Jacobs Solutions（J）与RPM INTERNATIONAL INC（RPM）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RPM INTERNATIONAL INC的1.7倍（$3.3B vs $1.9B），RPM INTERNATIONAL INC净利率更高（8.4% vs 3.8%，领先4.6%），Jacobs Solutions同比增速更快（12.3% vs 3.5%），Jacobs Solutions自由现金流更多（$364.9M vs $296.4M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
J vs RPM — 直观对比
营收规模更大
J
是对方的1.7倍
$1.9B
营收增速更快
J
高出8.8%
3.5%
净利率更高
RPM
高出4.6%
3.8%
自由现金流更多
J
多$68.6M
$296.4M
两年增速更快
RPM
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.9B |
| 净利润 | $125.5M | $161.2M |
| 毛利率 | 23.2% | 40.8% |
| 营业利润率 | 7.1% | 11.0% |
| 净利率 | 3.8% | 8.4% |
| 营收同比 | 12.3% | 3.5% |
| 净利润同比 | 792.3% | -12.0% |
| 每股收益（稀释后） | $1.12 | $1.26 |
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JRPM
| Q4 25 | $3.3B | $1.9B | ||
| Q3 25 | $3.2B | $2.1B | ||
| Q2 25 | $3.0B | $2.1B | ||
| Q1 25 | $2.9B | $1.5B | ||
| Q4 24 | $2.9B | $1.8B | ||
| Q3 24 | $-1.2B | $2.0B | ||
| Q2 24 | $4.2B | $2.0B | ||
| Q1 24 | $4.3B | $1.5B |
净利润JRPM
| Q4 25 | $125.5M | $161.2M | ||
| Q3 25 | $122.2M | $227.6M | ||
| Q2 25 | $179.6M | $225.8M | ||
| Q1 25 | $5.6M | $52.0M | ||
| Q4 24 | $-18.1M | $183.2M | ||
| Q3 24 | $325.4M | $227.7M | ||
| Q2 24 | $146.9M | $180.6M | ||
| Q1 24 | $162.1M | $61.2M |
毛利率JRPM
| Q4 25 | 23.2% | 40.8% | ||
| Q3 25 | 24.3% | 42.3% | ||
| Q2 25 | 25.0% | 42.4% | ||
| Q1 25 | 25.4% | 38.4% | ||
| Q4 24 | 24.6% | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | 21.7% | 41.4% | ||
| Q1 24 | 21.2% | 39.9% |
营业利润率JRPM
| Q4 25 | 7.1% | 11.0% | ||
| Q3 25 | 6.7% | 14.1% | ||
| Q2 25 | 7.8% | 11.9% | ||
| Q1 25 | 7.2% | 2.8% | ||
| Q4 24 | 7.1% | 11.5% | ||
| Q3 24 | — | 14.8% | ||
| Q2 24 | 6.2% | 11.9% | ||
| Q1 24 | 6.6% | 5.5% |
净利率JRPM
| Q4 25 | 3.8% | 8.4% | ||
| Q3 25 | 3.9% | 10.8% | ||
| Q2 25 | 5.9% | 10.8% | ||
| Q1 25 | 0.2% | 3.5% | ||
| Q4 24 | -0.6% | 9.9% | ||
| Q3 24 | -28.1% | 11.6% | ||
| Q2 24 | 3.5% | 9.0% | ||
| Q1 24 | 3.8% | 4.0% |
每股收益（稀释后）JRPM
| Q4 25 | $1.12 | $1.26 | ||
| Q3 25 | $0.88 | $1.77 | ||
| Q2 25 | $1.55 | $1.76 | ||
| Q1 25 | $0.06 | $0.40 | ||
| Q4 24 | $-0.11 | $1.42 | ||
| Q3 24 | $2.50 | $1.77 | ||
| Q2 24 | $1.17 | $1.40 | ||
| Q1 24 | $1.28 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $3.4B | $3.1B |
| 总资产 | $11.6B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资JRPM
| Q4 25 | $1.6B | $316.6M | ||
| Q3 25 | $1.2B | $297.1M | ||
| Q2 25 | $1.3B | $302.1M | ||
| Q1 25 | $1.2B | $241.9M | ||
| Q4 24 | $1.3B | $268.7M | ||
| Q3 24 | $1.1B | $231.6M | ||
| Q2 24 | $1.2B | $237.4M | ||
| Q1 24 | $1.0B | $248.9M |
总债务JRPM
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
股东权益JRPM
| Q4 25 | $3.4B | $3.1B | ||
| Q3 25 | $3.6B | $3.1B | ||
| Q2 25 | $3.8B | $2.9B | ||
| Q1 25 | $3.9B | $2.7B | ||
| Q4 24 | $4.2B | $2.7B | ||
| Q3 24 | $4.5B | $2.6B | ||
| Q2 24 | $6.6B | $2.5B | ||
| Q1 24 | $6.6B | $2.3B |
总资产JRPM
| Q4 25 | $11.6B | $7.9B | ||
| Q3 25 | $11.3B | $7.9B | ||
| Q2 25 | $11.4B | $7.8B | ||
| Q1 25 | $11.2B | $6.6B | ||
| Q4 24 | $11.6B | $6.7B | ||
| Q3 24 | $11.8B | $6.6B | ||
| Q2 24 | $15.0B | $6.6B | ||
| Q1 24 | $14.9B | $6.4B |
负债/权益比JRPM
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $364.9M | $296.4M |
| 自由现金流率自由现金流/营收 | 11.1% | 15.5% |
| 资本支出强度资本支出/营收 | 0.5% | 2.6% |
| 现金转化率经营现金流/净利润 | 3.03× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $875.3M | $582.9M |
8季度趋势，按日历期对齐
经营现金流JRPM
| Q4 25 | $380.8M | $345.7M | ||
| Q3 25 | $383.1M | $237.5M | ||
| Q2 25 | $292.6M | $149.2M | ||
| Q1 25 | $-96.4M | $91.5M | ||
| Q4 24 | $107.5M | $279.4M | ||
| Q3 24 | $196.5M | $248.1M | ||
| Q2 24 | $482.6M | $181.2M | ||
| Q1 24 | $-42.8M | $173.4M |
自由现金流JRPM
| Q4 25 | $364.9M | $296.4M | ||
| Q3 25 | $353.5M | $175.0M | ||
| Q2 25 | $270.5M | $78.2M | ||
| Q1 25 | $-113.7M | $33.3M | ||
| Q4 24 | $97.1M | $229.5M | ||
| Q3 24 | $158.2M | $197.3M | ||
| Q2 24 | $444.9M | $105.3M | ||
| Q1 24 | $-70.6M | $124.6M |
自由现金流率JRPM
| Q4 25 | 11.1% | 15.5% | ||
| Q3 25 | 11.2% | 8.3% | ||
| Q2 25 | 8.9% | 3.8% | ||
| Q1 25 | -3.9% | 2.3% | ||
| Q4 24 | 3.3% | 12.4% | ||
| Q3 24 | -13.6% | 10.0% | ||
| Q2 24 | 10.5% | 5.2% | ||
| Q1 24 | -1.7% | 8.2% |
资本支出强度JRPM
| Q4 25 | 0.5% | 2.6% | ||
| Q3 25 | 0.9% | 3.0% | ||
| Q2 25 | 0.7% | 3.4% | ||
| Q1 25 | 0.6% | 3.9% | ||
| Q4 24 | 0.4% | 2.7% | ||
| Q3 24 | -3.3% | 2.6% | ||
| Q2 24 | 0.9% | 3.8% | ||
| Q1 24 | 0.7% | 3.2% |
现金转化率JRPM
| Q4 25 | 3.03× | 2.14× | ||
| Q3 25 | 3.13× | 1.04× | ||
| Q2 25 | 1.63× | 0.66× | ||
| Q1 25 | -17.18× | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | 0.60× | 1.09× | ||
| Q2 24 | 3.28× | 1.00× | ||
| Q1 24 | -0.26× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
