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Jacobs Solutions（J）与赛莱默（XYL）财务数据对比。点击上方公司名可切换其他公司
Jacobs Solutions的季度营收约是赛莱默的1.5倍（$3.3B vs $2.1B），赛莱默净利率更高（8.9% vs 3.8%，领先5.1%），Jacobs Solutions同比增速更快（12.3% vs 2.7%），过去两年赛莱默的营收复合增速更高（-1.0% 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。
该文本为植物学对木质部的定义说明，并非赛莱默公司（Xylem Inc.）的企业业务介绍。Xylem Inc.是一家专注于水技术与解决方案的全球企业，提供水务基础设施、水环境治理等相关设备与服务。
J vs XYL — 直观对比
营收规模更大
J
是对方的1.5倍
$2.1B
营收增速更快
J
高出9.6%
2.7%
净利率更高
XYL
高出5.1%
3.8%
两年增速更快
XYL
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 | $189.0M |
| 毛利率 | 23.2% | 37.8% |
| 营业利润率 | 7.1% | 11.5% |
| 净利率 | 3.8% | 8.9% |
| 营收同比 | 12.3% | 2.7% |
| 净利润同比 | 792.3% | 13.2% |
| 每股收益（稀释后） | $1.12 | $0.79 |
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JXYL
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.3B | $2.4B | ||
| Q3 25 | $3.2B | $2.3B | ||
| Q2 25 | $3.0B | $2.3B | ||
| Q1 25 | $2.9B | $2.1B | ||
| Q4 24 | $2.9B | $2.3B | ||
| Q3 24 | $-1.2B | $2.1B | ||
| Q2 24 | $4.2B | $2.2B |
净利润JXYL
| Q1 26 | — | $189.0M | ||
| Q4 25 | $125.5M | $335.0M | ||
| Q3 25 | $122.2M | $227.0M | ||
| Q2 25 | $179.6M | $226.0M | ||
| Q1 25 | $5.6M | $169.0M | ||
| Q4 24 | $-18.1M | $326.0M | ||
| Q3 24 | $325.4M | $217.0M | ||
| Q2 24 | $146.9M | $194.0M |
毛利率JXYL
| Q1 26 | — | 37.8% | ||
| Q4 25 | 23.2% | 38.9% | ||
| Q3 25 | 24.3% | 38.9% | ||
| Q2 25 | 25.0% | 38.8% | ||
| Q1 25 | 25.4% | 37.1% | ||
| Q4 24 | 24.6% | 38.0% | ||
| Q3 24 | — | 37.3% | ||
| Q2 24 | 21.7% | 37.8% |
营业利润率JXYL
| Q1 26 | — | 11.5% | ||
| Q4 25 | 7.1% | 14.7% | ||
| Q3 25 | 6.7% | 14.7% | ||
| Q2 25 | 7.8% | 13.3% | ||
| Q1 25 | 7.2% | 11.2% | ||
| Q4 24 | 7.1% | 11.8% | ||
| Q3 24 | — | 13.3% | ||
| Q2 24 | 6.2% | 11.7% |
净利率JXYL
| Q1 26 | — | 8.9% | ||
| Q4 25 | 3.8% | 14.0% | ||
| Q3 25 | 3.9% | 10.0% | ||
| Q2 25 | 5.9% | 9.8% | ||
| Q1 25 | 0.2% | 8.2% | ||
| Q4 24 | -0.6% | 14.5% | ||
| Q3 24 | -28.1% | 10.3% | ||
| Q2 24 | 3.5% | 8.9% |
每股收益（稀释后）JXYL
| Q1 26 | — | $0.79 | ||
| Q4 25 | $1.12 | $1.37 | ||
| Q3 25 | $0.88 | $0.93 | ||
| Q2 25 | $1.55 | $0.93 | ||
| Q1 25 | $0.06 | $0.69 | ||
| Q4 24 | $-0.11 | $1.33 | ||
| Q3 24 | $2.50 | $0.89 | ||
| Q2 24 | $1.17 | $0.80 |
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 | $808.0M |
| 总债务越低越好 | — | $1.9B |
| 股东权益账面价值 | $3.4B | $11.0B |
| 总资产 | $11.6B | $17.0B |
| 负债/权益比越低杠杆越低 | — | 0.18× |
8季度趋势，按日历期对齐
现金及短期投资JXYL
| Q1 26 | — | $808.0M | ||
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.1B | $989.0M | ||
| Q2 24 | $1.2B | $815.0M |
总债务JXYL
| Q1 26 | — | $1.9B | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益JXYL
| Q1 26 | — | $11.0B | ||
| Q4 25 | $3.4B | $11.5B | ||
| Q3 25 | $3.6B | $11.2B | ||
| Q2 25 | $3.8B | $11.1B | ||
| Q1 25 | $3.9B | $10.8B | ||
| Q4 24 | $4.2B | $10.6B | ||
| Q3 24 | $4.5B | $10.6B | ||
| Q2 24 | $6.6B | $10.3B |
总资产JXYL
| Q1 26 | — | $17.0B | ||
| Q4 25 | $11.6B | $17.6B | ||
| Q3 25 | $11.3B | $17.3B | ||
| Q2 25 | $11.4B | $17.2B | ||
| Q1 25 | $11.2B | $16.6B | ||
| Q4 24 | $11.6B | $16.5B | ||
| Q3 24 | $11.8B | $16.0B | ||
| Q2 24 | $15.0B | $15.8B |
负债/权益比JXYL
| Q1 26 | — | 0.18× | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.18× | ||
| Q2 25 | — | 0.18× | ||
| Q1 25 | — | 0.19× | ||
| 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 | — |
| 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% | 4.2% |
| 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JXYL
| Q1 26 | — | — | ||
| Q4 25 | $380.8M | $543.0M | ||
| Q3 25 | $383.1M | $360.0M | ||
| Q2 25 | $292.6M | $305.0M | ||
| Q1 25 | $-96.4M | $33.0M | ||
| Q4 24 | $107.5M | $575.0M | ||
| Q3 24 | $196.5M | $311.0M | ||
| Q2 24 | $482.6M | $288.0M |
自由现金流JXYL
| Q1 26 | — | — | ||
| Q4 25 | $364.9M | $460.0M | ||
| Q3 25 | $353.5M | $281.0M | ||
| Q2 25 | $270.5M | $207.0M | ||
| Q1 25 | $-113.7M | $-38.0M | ||
| Q4 24 | $97.1M | $475.0M | ||
| Q3 24 | $158.2M | $237.0M | ||
| Q2 24 | $444.9M | $215.0M |
自由现金流率JXYL
| Q1 26 | — | — | ||
| Q4 25 | 11.1% | 19.2% | ||
| Q3 25 | 11.2% | 12.4% | ||
| Q2 25 | 8.9% | 9.0% | ||
| Q1 25 | -3.9% | -1.8% | ||
| Q4 24 | 3.3% | 21.1% | ||
| Q3 24 | -13.6% | 11.3% | ||
| Q2 24 | 10.5% | 9.9% |
资本支出强度JXYL
| Q1 26 | — | 4.2% | ||
| Q4 25 | 0.5% | 3.5% | ||
| Q3 25 | 0.9% | 3.5% | ||
| Q2 25 | 0.7% | 4.3% | ||
| Q1 25 | 0.6% | 3.4% | ||
| Q4 24 | 0.4% | 4.4% | ||
| Q3 24 | -3.3% | 3.5% | ||
| Q2 24 | 0.9% | 3.4% |
现金转化率JXYL
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.62× | ||
| Q3 25 | 3.13× | 1.59× | ||
| Q2 25 | 1.63× | 1.35× | ||
| Q1 25 | -17.18× | 0.20× | ||
| Q4 24 | — | 1.76× | ||
| Q3 24 | 0.60× | 1.43× | ||
| Q2 24 | 3.28× | 1.48× |
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% |
XYL
| Revenue from products | $1.8B | 83% |
| Revenue from services | $368.0M | 17% |
