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Jacobs Solutions（J）与RUSH ENTERPRISES INC \TX\（RUSHA）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RUSH ENTERPRISES INC \TX\的2.0倍（$3.3B vs $1.7B），Jacobs Solutions净利率更高（3.8% vs 3.7%，领先0.1%），Jacobs Solutions同比增速更快（12.3% vs -9.0%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $364.9M），过去两年RUSH ENTERPRISES INC \TX\的营收复合增速更高（-6.8% 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。
Rush Enterprises是总部位于美国得克萨斯州新布朗费尔斯的商用车经销商，核心业务是通过旗下Rush Truck Centers销售全新及二手卡车。2019年该公司在全美20个州运营超200家卡车中心，在加拿大设有14个网点，2020年入选财富500强榜单。
J vs RUSHA — 直观对比
营收规模更大
J
是对方的2.0倍
$1.7B
营收增速更快
J
高出21.3%
-9.0%
净利率更高
J
高出0.1%
3.7%
自由现金流更多
RUSHA
多$46.6M
$364.9M
两年增速更快
RUSHA
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.7B |
| 净利润 | $125.5M | $61.7M |
| 毛利率 | 23.2% | 20.4% |
| 营业利润率 | 7.1% | 4.9% |
| 净利率 | 3.8% | 3.7% |
| 营收同比 | 12.3% | -9.0% |
| 净利润同比 | 792.3% | 1.8% |
| 每股收益（稀释后） | $1.12 | $0.77 |
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JRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $3.3B | $1.7B | ||
| Q3 25 | $3.2B | $1.8B | ||
| Q2 25 | $3.0B | $1.8B | ||
| Q1 25 | $2.9B | $1.8B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $-1.2B | $1.8B | ||
| Q2 24 | $4.2B | $1.9B |
净利润JRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $125.5M | $64.3M | ||
| Q3 25 | $122.2M | $66.7M | ||
| Q2 25 | $179.6M | $72.4M | ||
| Q1 25 | $5.6M | $60.3M | ||
| Q4 24 | $-18.1M | $74.8M | ||
| Q3 24 | $325.4M | $79.1M | ||
| Q2 24 | $146.9M | $78.7M |
毛利率JRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 23.2% | 20.8% | ||
| Q3 25 | 24.3% | 21.0% | ||
| Q2 25 | 25.0% | 20.7% | ||
| Q1 25 | 25.4% | 20.3% | ||
| Q4 24 | 24.6% | 19.3% | ||
| Q3 24 | — | 21.0% | ||
| Q2 24 | 21.7% | 20.2% |
营业利润率JRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 7.1% | 5.5% | ||
| Q3 25 | 6.7% | 5.6% | ||
| Q2 25 | 7.8% | 6.0% | ||
| Q1 25 | 7.2% | 5.2% | ||
| Q4 24 | 7.1% | 5.8% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | 6.2% | 6.4% |
净利率JRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 3.8% | 3.8% | ||
| Q3 25 | 3.9% | 3.7% | ||
| Q2 25 | 5.9% | 3.9% | ||
| Q1 25 | 0.2% | 3.4% | ||
| Q4 24 | -0.6% | 3.9% | ||
| Q3 24 | -28.1% | 4.4% | ||
| Q2 24 | 3.5% | 4.1% |
每股收益（稀释后）JRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.12 | $0.81 | ||
| Q3 25 | $0.88 | $0.83 | ||
| Q2 25 | $1.55 | $0.90 | ||
| Q1 25 | $0.06 | $0.73 | ||
| Q4 24 | $-0.11 | $-95.13 | ||
| Q3 24 | $2.50 | $0.97 | ||
| Q2 24 | $1.17 | $97.00 |
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 | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $3.4B | $2.3B |
| 总资产 | $11.6B | $4.5B |
| 负债/权益比越低杠杆越低 | — | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资JRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $212.6M | ||
| Q3 25 | $1.2B | $242.0M | ||
| Q2 25 | $1.3B | $211.1M | ||
| Q1 25 | $1.2B | $228.7M | ||
| Q4 24 | $1.3B | $228.1M | ||
| Q3 24 | $1.1B | $185.1M | ||
| Q2 24 | $1.2B | $167.3M |
总债务JRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | — | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $408.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益JRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $3.4B | $2.2B | ||
| Q3 25 | $3.6B | $2.2B | ||
| Q2 25 | $3.8B | $2.2B | ||
| Q1 25 | $3.9B | $2.2B | ||
| Q4 24 | $4.2B | $2.1B | ||
| Q3 24 | $4.5B | $2.1B | ||
| Q2 24 | $6.6B | $2.0B |
总资产JRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $11.6B | $4.4B | ||
| Q3 25 | $11.3B | $4.6B | ||
| Q2 25 | $11.4B | $4.7B | ||
| Q1 25 | $11.2B | $4.7B | ||
| Q4 24 | $11.6B | $4.6B | ||
| Q3 24 | $11.8B | $4.6B | ||
| Q2 24 | $15.0B | $4.5B |
负债/权益比JRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| 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 | $411.6M |
| 自由现金流率自由现金流/营收 | 11.1% | 24.4% |
| 资本支出强度资本支出/营收 | 0.5% | 2.0% |
| 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 | $828.4M |
8季度趋势，按日历期对齐
经营现金流JRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $380.8M | $112.9M | ||
| Q3 25 | $383.1M | $367.8M | ||
| Q2 25 | $292.6M | $227.6M | ||
| Q1 25 | $-96.4M | $153.5M | ||
| Q4 24 | $107.5M | $392.3M | ||
| Q3 24 | $196.5M | $111.7M | ||
| Q2 24 | $482.6M | $270.6M |
自由现金流JRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $364.9M | $31.9M | ||
| Q3 25 | $353.5M | $271.2M | ||
| Q2 25 | $270.5M | $113.8M | ||
| Q1 25 | $-113.7M | $45.1M | ||
| Q4 24 | $97.1M | $263.5M | ||
| Q3 24 | $158.2M | $-20.0M | ||
| Q2 24 | $444.9M | $177.2M |
自由现金流率JRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 11.1% | 1.9% | ||
| Q3 25 | 11.2% | 15.2% | ||
| Q2 25 | 8.9% | 6.2% | ||
| Q1 25 | -3.9% | 2.6% | ||
| Q4 24 | 3.3% | 13.7% | ||
| Q3 24 | -13.6% | -1.1% | ||
| Q2 24 | 10.5% | 9.1% |
资本支出强度JRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 0.5% | 4.8% | ||
| Q3 25 | 0.9% | 5.4% | ||
| Q2 25 | 0.7% | 6.2% | ||
| Q1 25 | 0.6% | 6.2% | ||
| Q4 24 | 0.4% | 6.7% | ||
| Q3 24 | -3.3% | 7.3% | ||
| Q2 24 | 0.9% | 4.8% |
现金转化率JRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.75× | ||
| Q3 25 | 3.13× | 5.51× | ||
| Q2 25 | 1.63× | 3.14× | ||
| Q1 25 | -17.18× | 2.55× | ||
| Q4 24 | — | 5.25× | ||
| Q3 24 | 0.60× | 1.41× | ||
| Q2 24 | 3.28× | 3.44× |
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% |
RUSHA
| New and used commercial vehicle sales | $955.1M | 57% |
| Aftermarket products and services sales | $627.2M | 37% |
| Lease and rental sales | $92.3M | 5% |
| Finance and insurance | $5.6M | 0% |
