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Jacobs Solutions（J）与Veralto（VLTO）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Veralto的2.3倍（$3.3B vs $1.4B），Veralto净利率更高（17.9% vs 3.8%，领先14.1%），Jacobs Solutions同比增速更快（12.3% vs 6.8%），Jacobs Solutions自由现金流更多（$364.9M vs $170.0M），过去两年Veralto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。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业，核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产，面向全球多领域客户提供适配的技术产品及配套服务。
J vs VLTO — 直观对比
营收规模更大
J
是对方的2.3倍
$1.4B
营收增速更快
J
高出5.5%
6.8%
净利率更高
VLTO
高出14.1%
3.8%
自由现金流更多
J
多$194.9M
$170.0M
两年增速更快
VLTO
近两年复合增速
-12.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.4B |
| 净利润 | $125.5M | $254.0M |
| 毛利率 | 23.2% | 60.1% |
| 营业利润率 | 7.1% | 23.8% |
| 净利率 | 3.8% | 17.9% |
| 营收同比 | 12.3% | 6.8% |
| 净利润同比 | 792.3% | 12.9% |
| 每股收益（稀释后） | $1.12 | $1.02 |
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JVLTO
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.3B | $1.4B | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $3.0B | $1.3B | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $2.9B | $1.3B | ||
| Q3 24 | $-1.2B | $1.3B | ||
| Q2 24 | $4.2B | $1.3B |
净利润JVLTO
| Q1 26 | — | $254.0M | ||
| Q4 25 | $125.5M | $239.0M | ||
| Q3 25 | $122.2M | $222.0M | ||
| Q2 25 | $179.6M | $225.0M | ||
| Q1 25 | $5.6M | — | ||
| Q4 24 | $-18.1M | $227.0M | ||
| Q3 24 | $325.4M | $219.0M | ||
| Q2 24 | $146.9M | $203.0M |
毛利率JVLTO
| Q1 26 | — | 60.1% | ||
| Q4 25 | 23.2% | 60.1% | ||
| Q3 25 | 24.3% | 60.0% | ||
| Q2 25 | 25.0% | 60.4% | ||
| Q1 25 | 25.4% | — | ||
| Q4 24 | 24.6% | 59.6% | ||
| Q3 24 | — | 59.6% | ||
| Q2 24 | 21.7% | 60.1% |
营业利润率JVLTO
| Q1 26 | — | 23.8% | ||
| Q4 25 | 7.1% | 23.2% | ||
| Q3 25 | 6.7% | 22.8% | ||
| Q2 25 | 7.8% | 24.2% | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 7.1% | 22.9% | ||
| Q3 24 | — | 23.4% | ||
| Q2 24 | 6.2% | 23.2% |
净利率JVLTO
| Q1 26 | — | 17.9% | ||
| Q4 25 | 3.8% | 17.0% | ||
| Q3 25 | 3.9% | 16.2% | ||
| Q2 25 | 5.9% | 16.9% | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | -0.6% | 16.9% | ||
| Q3 24 | -28.1% | 16.7% | ||
| Q2 24 | 3.5% | 15.8% |
每股收益（稀释后）JVLTO
| Q1 26 | — | $1.02 | ||
| Q4 25 | $1.12 | $0.95 | ||
| Q3 25 | $0.88 | $0.89 | ||
| Q2 25 | $1.55 | $0.90 | ||
| Q1 25 | $0.06 | — | ||
| Q4 24 | $-0.11 | $0.91 | ||
| Q3 24 | $2.50 | $0.88 | ||
| Q2 24 | $1.17 | $0.81 |
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 | — | — |
| 股东权益账面价值 | $3.4B | — |
| 总资产 | $11.6B | — |
| 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JVLTO
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $1.2B | $1.6B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.2B | $1.0B |
总债务JVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.6B |
股东权益JVLTO
| Q1 26 | — | — | ||
| Q4 25 | $3.4B | $2.8B | ||
| Q3 25 | $3.6B | $2.7B | ||
| Q2 25 | $3.8B | $2.3B | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $4.2B | $2.0B | ||
| Q3 24 | $4.5B | $2.0B | ||
| Q2 24 | $6.6B | $1.7B |
总资产JVLTO
| Q1 26 | — | — | ||
| Q4 25 | $11.6B | $7.4B | ||
| Q3 25 | $11.3B | $7.2B | ||
| Q2 25 | $11.4B | $6.6B | ||
| Q1 25 | $11.2B | — | ||
| Q4 24 | $11.6B | $6.4B | ||
| Q3 24 | $11.8B | $6.3B | ||
| Q2 24 | $15.0B | $5.9B |
负债/权益比JVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.28× | ||
| Q3 24 | — | 1.35× | ||
| Q2 24 | — | 1.57× |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $364.9M | $170.0M |
| 自由现金流率自由现金流/营收 | 11.1% | 12.0% |
| 资本支出强度资本支出/营收 | 0.5% | 0.8% |
| 现金转化率经营现金流/净利润 | 3.03× | 0.72× |
| 过去12个月自由现金流最近4个季度 | $875.3M | $893.0M |
8季度趋势，按日历期对齐
经营现金流JVLTO
| Q1 26 | — | $182.0M | ||
| Q4 25 | $380.8M | $270.0M | ||
| Q3 25 | $383.1M | $339.0M | ||
| Q2 25 | $292.6M | $157.0M | ||
| Q1 25 | $-96.4M | — | ||
| Q4 24 | $107.5M | $285.0M | ||
| Q3 24 | $196.5M | $224.0M | ||
| Q2 24 | $482.6M | $251.0M |
自由现金流JVLTO
| Q1 26 | — | $170.0M | ||
| Q4 25 | $364.9M | $258.0M | ||
| Q3 25 | $353.5M | $323.0M | ||
| Q2 25 | $270.5M | $142.0M | ||
| Q1 25 | $-113.7M | — | ||
| Q4 24 | $97.1M | $263.0M | ||
| Q3 24 | $158.2M | $215.0M | ||
| Q2 24 | $444.9M | $240.0M |
自由现金流率JVLTO
| Q1 26 | — | 12.0% | ||
| Q4 25 | 11.1% | 18.4% | ||
| Q3 25 | 11.2% | 23.6% | ||
| Q2 25 | 8.9% | 10.7% | ||
| Q1 25 | -3.9% | — | ||
| Q4 24 | 3.3% | 19.6% | ||
| Q3 24 | -13.6% | 16.4% | ||
| Q2 24 | 10.5% | 18.6% |
资本支出强度JVLTO
| Q1 26 | — | 0.8% | ||
| Q4 25 | 0.5% | 0.9% | ||
| Q3 25 | 0.9% | 1.2% | ||
| Q2 25 | 0.7% | 1.1% | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.4% | 1.6% | ||
| Q3 24 | -3.3% | 0.7% | ||
| Q2 24 | 0.9% | 0.9% |
现金转化率JVLTO
| Q1 26 | — | 0.72× | ||
| Q4 25 | 3.03× | 1.13× | ||
| Q3 25 | 3.13× | 1.53× | ||
| Q2 25 | 1.63× | 0.70× | ||
| Q1 25 | -17.18× | — | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | 0.60× | 1.02× | ||
| Q2 24 | 3.28× | 1.24× |
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% |
VLTO
暂无分部数据
