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ADT Inc.（ADT）とBroadridge Financial Solutions（BR）の財務データ比較。上の社名をクリックして会社を切り替えられます
Broadridge Financial Solutionsの直近四半期売上が大きい（$1.7B vs $1.3B、ADT Inc.の約1.3倍）。Broadridge Financial Solutionsの純利益率が高く（16.6% vs 11.4%、差は5.2%）。ADT Inc.の前年同期比売上増加率が高い（2.9% vs -5.4%）。過去8四半期でBroadridge Financial Solutionsの売上複合成長率が高い（10.4% vs 2.7%）
ADT Inc.は米国の代表的なセキュリティ企業で、本社はフロリダ州ボカラトンに所在します。米国とカナダ全域で一般住宅や小規模事業者向けに電子防犯、火災防御、関連するアラーム監視サービスを提供しています。2016年にアポロ・グローバル・マネジメントに69億米ドルで買収され、2018年1月にニューヨーク証券取引所に上場しました。
Broadridge Financial Solutions, Inc.はニューヨーク州レイクサクセスに本社を置く上場企業向けサービス・金融テクノロジー企業です。2007年にADPから分社して設立され、金融業界の顧客に対して株主委任状や年次報告書などの金融文書、バーチャル株主総会などの株主コミュニケーションソリューションを提供しています。
ADT vs BR — 直接比較
損益計算書 — Q4 2025 vs Q2 2026
| 指標 | | |
|---|---|---|
| 売上 | $1.3B | $1.7B |
| 純利益 | $145.4M | $284.6M |
| 粗利率 | — | 27.6% |
| 営業利益率 | 26.1% | 12.0% |
| 純利益率 | 11.4% | 16.6% |
| 売上前年比 | 2.9% | -5.4% |
| 純利益前年比 | -23.5% | 17.1% |
| EPS（希薄化後） | — | $2.42 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.2B | $1.6B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.9B | ||
| Q1 24 | $1.2B | $1.7B |
| Q4 25 | $145.4M | $284.6M | ||
| Q3 25 | $145.1M | — | ||
| Q2 25 | $165.2M | $374.2M | ||
| Q1 25 | $140.2M | $243.1M | ||
| Q4 24 | $190.0M | $142.4M | ||
| Q3 24 | $127.2M | $79.8M | ||
| Q2 24 | $92.4M | $323.2M | ||
| Q1 24 | $91.6M | $213.7M |
| Q4 25 | — | 27.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 37.3% | ||
| Q1 25 | — | 31.8% | ||
| Q4 24 | — | 27.9% | ||
| Q3 24 | — | 24.5% | ||
| Q2 24 | — | 35.5% | ||
| Q1 24 | — | 31.2% |
| Q4 25 | 26.1% | 12.0% | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | 26.6% | 24.1% | ||
| Q1 25 | 25.2% | 19.0% | ||
| Q4 24 | 32.4% | 13.3% | ||
| Q3 24 | 26.2% | 9.4% | ||
| Q2 24 | 23.6% | 22.7% | ||
| Q1 24 | 16.2% | 17.5% |
| Q4 25 | 11.4% | 16.6% | ||
| Q3 25 | 11.2% | — | ||
| Q2 25 | 12.8% | 18.1% | ||
| Q1 25 | 11.1% | 13.4% | ||
| Q4 24 | 15.3% | 9.0% | ||
| Q3 24 | 10.2% | 5.6% | ||
| Q2 24 | 7.7% | 16.6% | ||
| Q1 24 | 7.6% | 12.4% |
| Q4 25 | — | $2.42 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $3.17 | ||
| Q1 25 | — | $2.05 | ||
| Q4 24 | — | $1.20 | ||
| Q3 24 | — | $0.68 | ||
| Q2 24 | — | $2.72 | ||
| Q1 24 | — | $1.79 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $80.8M | $371.5M |
| 総負債低いほど良い | $7.4B | $3.2B |
| 株主資本純資産 | $3.8B | $2.9B |
| 総資産 | $15.8B | $8.6B |
| 負債/資本比率低いほどレバレッジが低い | 1.95× | 1.10× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $80.8M | $371.5M | ||
| Q3 25 | $62.8M | — | ||
| Q2 25 | $45.2M | $562.2M | ||
| Q1 25 | $3.7M | $317.9M | ||
| Q4 24 | $96.2M | $290.6M | ||
| Q3 24 | $95.3M | $293.5M | ||
| Q2 24 | $37.9M | $305.2M | ||
| Q1 24 | $4.0M | $236.4M |
| Q4 25 | $7.4B | $3.2B | ||
| Q3 25 | $7.3B | — | ||
| Q2 25 | $6.8B | $3.3B | ||
| Q1 25 | $7.6B | $3.4B | ||
| Q4 24 | $7.5B | $3.7B | ||
| Q3 24 | $7.5B | $3.6B | ||
| Q2 24 | $7.5B | $3.4B | ||
| Q1 24 | $7.6B | $3.5B |
| Q4 25 | $3.8B | $2.9B | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.7B | $2.7B | ||
| Q1 25 | $3.6B | $2.4B | ||
| Q4 24 | $3.8B | $2.2B | ||
| Q3 24 | $3.9B | $2.2B | ||
| Q2 24 | $3.8B | $2.2B | ||
| Q1 24 | $3.7B | $2.3B |
| Q4 25 | $15.8B | $8.6B | ||
| Q3 25 | $16.0B | — | ||
| Q2 25 | $16.0B | $8.5B | ||
| Q1 25 | $15.8B | $8.3B | ||
| Q4 24 | $16.1B | $8.2B | ||
| Q3 24 | $16.1B | $8.0B | ||
| Q2 24 | $16.0B | $8.2B | ||
| Q1 24 | $15.9B | $8.2B |
| Q4 25 | 1.95× | 1.10× | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.84× | 1.22× | ||
| Q1 25 | 2.10× | 1.44× | ||
| Q4 24 | 1.98× | 1.64× | ||
| Q3 24 | 1.93× | 1.63× | ||
| Q2 24 | 1.98× | 1.55× | ||
| Q1 24 | 2.03× | 1.55× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $373.6M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $323.5M | — |
| FCFマージンFCF / 売上 | 25.4% | — |
| 設備投資強度設備投資 / 売上 | 3.9% | — |
| キャッシュ転換率営業CF / 純利益 | 2.57× | — |
| 直近12ヶ月FCF直近4四半期 | $1.7B | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $373.6M | — | ||
| Q3 25 | $480.1M | — | ||
| Q2 25 | $563.9M | $699.7M | ||
| Q1 25 | $466.6M | $360.4M | ||
| Q4 24 | $459.7M | $236.7M | ||
| Q3 24 | $498.2M | $-125.5M | ||
| Q2 24 | $563.2M | $721.0M | ||
| Q1 24 | $363.8M | $207.4M |
| Q4 25 | $323.5M | — | ||
| Q3 25 | $437.4M | — | ||
| Q2 25 | $526.3M | $684.1M | ||
| Q1 25 | $421.2M | $348.9M | ||
| Q4 24 | $426.0M | $227.9M | ||
| Q3 24 | $455.5M | $-133.4M | ||
| Q2 24 | $516.5M | $703.2M | ||
| Q1 24 | $323.1M | $184.6M |
| Q4 25 | 25.4% | — | ||
| Q3 25 | 33.7% | — | ||
| Q2 25 | 40.9% | 33.1% | ||
| Q1 25 | 33.2% | 19.3% | ||
| Q4 24 | 34.3% | 14.3% | ||
| Q3 24 | 36.6% | -9.4% | ||
| Q2 24 | 42.9% | 36.2% | ||
| Q1 24 | 26.7% | 10.7% |
| Q4 25 | 3.9% | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 2.9% | 0.8% | ||
| Q1 25 | 3.6% | 0.6% | ||
| Q4 24 | 2.7% | 0.6% | ||
| Q3 24 | 3.4% | 0.6% | ||
| Q2 24 | 3.9% | 0.9% | ||
| Q1 24 | 3.4% | 1.3% |
| Q4 25 | 2.57× | — | ||
| Q3 25 | 3.31× | — | ||
| Q2 25 | 3.41× | 1.87× | ||
| Q1 25 | 3.33× | 1.48× | ||
| Q4 24 | 2.42× | 1.66× | ||
| Q3 24 | 3.92× | -1.57× | ||
| Q2 24 | 6.10× | 2.23× | ||
| Q1 24 | 3.97× | 0.97× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
ADT
| Recurring Monthly Revenue | $1.0B | 82% |
| Installation Revenue | $103.0M | 8% |
| Amortization Of Deferred Subscriber Acquisition Revenue | $89.9M | 7% |
| Other Related Services | $36.0M | 3% |
BR
| Recurring Fee Revenue Investor Communication Solutions | $589.5M | 34% |
| Recurring Fee Revenue Capital Markets | $300.9M | 18% |
| Recurring Fee Revenue Regulatory | $248.7M | 15% |
| Recurring Fee Revenue Customer Communications | $189.2M | 11% |
| Recurring Fee Revenue Wealth And Investment Management | $179.7M | 10% |
| Recurring Fee Revenue Data Driven Fund Solutions | $112.7M | 7% |
| Event Driven Revenue Mutual Funds | $51.4M | 3% |
| Event Driven Revenue Equity And Other | $39.2M | 2% |
| Global Technology And Operations | $7.5M | 0% |
