vs
Broadridge Financial Solutions（BR）とCMS Energy（CMS）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
CMS Energyの直近四半期売上が大きい（$2.1B vs $1.7B、Broadridge Financial Solutionsの約1.2倍）。Broadridge Financial Solutionsの純利益率が高く（16.6% vs 13.5%、差は3.1%）。CMS Energyの前年同期比売上増加率が高い（13.0% 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 -0.2%）
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。
CMSエナジーは米国ミシガン州ジャクソンに本社を置くエネルギー企業で、主に同州内で公益事業を展開している。主力事業を担うConsumers Energyは1886年から事業を開始し、同州600万人以上の住民に電気と天然ガスを供給するほか、非公益事業部門は米国内の独立系発電事業を中心に運営している。
BR vs CMS — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.7B | $2.1B |
| 純利益 | $284.6M | $289.0M |
| 粗利率 | 27.6% | — |
| 営業利益率 | 12.0% | 20.4% |
| 純利益率 | 16.6% | 13.5% |
| 売上前年比 | -5.4% | 13.0% |
| 純利益前年比 | 17.1% | 9.1% |
| EPS（希薄化後） | $2.42 | $0.94 |
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 | $1.7B | $2.1B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $2.1B | $1.8B | ||
| Q1 25 | $1.8B | $2.4B | ||
| Q4 24 | $1.6B | $1.9B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.9B | $1.6B | ||
| Q1 24 | $1.7B | $2.1B |
| Q4 25 | $284.6M | $289.0M | ||
| Q3 25 | — | $277.0M | ||
| Q2 25 | $374.2M | $201.0M | ||
| Q1 25 | $243.1M | $304.0M | ||
| Q4 24 | $142.4M | $265.0M | ||
| Q3 24 | $79.8M | $253.0M | ||
| Q2 24 | $323.2M | $198.0M | ||
| Q1 24 | $213.7M | $287.0M |
| 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 | 12.0% | 20.4% | ||
| Q3 25 | — | 24.4% | ||
| Q2 25 | 24.1% | 17.6% | ||
| Q1 25 | 19.0% | 20.6% | ||
| Q4 24 | 13.3% | 22.5% | ||
| Q3 24 | 9.4% | 21.4% | ||
| Q2 24 | 22.7% | 18.0% | ||
| Q1 24 | 17.5% | 19.2% |
| Q4 25 | 16.6% | 13.5% | ||
| Q3 25 | — | 14.0% | ||
| Q2 25 | 18.1% | 11.2% | ||
| Q1 25 | 13.4% | 12.7% | ||
| Q4 24 | 9.0% | 14.0% | ||
| Q3 24 | 5.6% | 14.8% | ||
| Q2 24 | 16.6% | 12.6% | ||
| Q1 24 | 12.4% | 13.4% |
| Q4 25 | $2.42 | $0.94 | ||
| Q3 25 | — | $0.92 | ||
| Q2 25 | $3.17 | $0.66 | ||
| Q1 25 | $2.05 | $1.01 | ||
| Q4 24 | $1.20 | $0.88 | ||
| Q3 24 | $0.68 | $0.84 | ||
| Q2 24 | $2.72 | $0.65 | ||
| Q1 24 | $1.79 | $0.96 |
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 | $371.5M | $509.0M |
| 総負債低いほど良い | $3.2B | — |
| 株主資本純資産 | $2.9B | $9.1B |
| 総資産 | $8.6B | $39.9B |
| 負債/資本比率低いほどレバレッジが低い | 1.10× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $371.5M | $509.0M | ||
| Q3 25 | — | $362.0M | ||
| Q2 25 | $562.2M | $844.0M | ||
| Q1 25 | $317.9M | $465.0M | ||
| Q4 24 | $290.6M | $103.0M | ||
| Q3 24 | $293.5M | $412.0M | ||
| Q2 24 | $305.2M | $699.0M | ||
| Q1 24 | $236.4M | $802.0M |
| Q4 25 | $3.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.5B | — |
| Q4 25 | $2.9B | $9.1B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | $2.7B | $8.4B | ||
| Q1 25 | $2.4B | $8.3B | ||
| Q4 24 | $2.2B | $8.2B | ||
| Q3 24 | $2.2B | $8.1B | ||
| Q2 24 | $2.2B | $8.0B | ||
| Q1 24 | $2.3B | $7.9B |
| Q4 25 | $8.6B | $39.9B | ||
| Q3 25 | — | $38.0B | ||
| Q2 25 | $8.5B | $37.7B | ||
| Q1 25 | $8.3B | $36.3B | ||
| Q4 24 | $8.2B | $35.9B | ||
| Q3 24 | $8.0B | $34.8B | ||
| Q2 24 | $8.2B | $34.4B | ||
| Q1 24 | $8.2B | $33.9B |
| Q4 25 | 1.10× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 1.55× | — | ||
| Q1 24 | 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 | — | $478.0M |
| フリーキャッシュフロー営業CF - 設備投資 | — | — |
| FCFマージンFCF / 売上 | — | — |
| 設備投資強度設備投資 / 売上 | — | — |
| キャッシュ転換率営業CF / 純利益 | — | 1.65× |
| 直近12ヶ月FCF直近4四半期 | — | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $478.0M | ||
| Q3 25 | — | $343.0M | ||
| Q2 25 | $699.7M | $414.0M | ||
| Q1 25 | $360.4M | $1.0B | ||
| Q4 24 | $236.7M | $403.0M | ||
| Q3 24 | $-125.5M | $304.0M | ||
| Q2 24 | $721.0M | $707.0M | ||
| Q1 24 | $207.4M | $956.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | $-635.0M | ||
| Q2 25 | $684.1M | $-470.0M | ||
| Q1 25 | $348.9M | $112.0M | ||
| Q4 24 | $227.9M | — | ||
| Q3 24 | $-133.4M | $-502.0M | ||
| Q2 24 | $703.2M | $26.0M | ||
| Q1 24 | $184.6M | $343.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | -32.2% | ||
| Q2 25 | 33.1% | -26.1% | ||
| Q1 25 | 19.3% | 4.7% | ||
| Q4 24 | 14.3% | — | ||
| Q3 24 | -9.4% | -29.3% | ||
| Q2 24 | 36.2% | 1.6% | ||
| Q1 24 | 10.7% | 16.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | 49.5% | ||
| Q2 25 | 0.8% | 49.2% | ||
| Q1 25 | 0.6% | 37.0% | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.6% | 47.1% | ||
| Q2 24 | 0.9% | 43.2% | ||
| Q1 24 | 1.3% | 28.6% |
| Q4 25 | — | 1.65× | ||
| Q3 25 | — | 1.24× | ||
| Q2 25 | 1.87× | 2.06× | ||
| Q1 25 | 1.48× | 3.29× | ||
| Q4 24 | 1.66× | 1.52× | ||
| Q3 24 | -1.57× | 1.20× | ||
| Q2 24 | 2.23× | 3.57× | ||
| Q1 24 | 0.97× | 3.33× |
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
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% |
CMS
| Electric Utility | $1.3B | 59% |
| Gas Utility | $803.0M | 38% |
| North Star Clean Energy | $77.0M | 4% |
