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Broadridge Financial Solutions（BR）とEncompass Health Corp（EHC）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 $1.5B、Encompass Health Corpの約1.1倍）。Broadridge Financial Solutionsの純利益率が高く（16.6% vs 9.5%、差は7.1%）。Encompass Health Corpの前年同期比売上増加率が高い（9.9% 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 8.3%）
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。
エンコンパスヘルスコーポレーション（旧Amcare、HealthSouth）は米国アラバマ州バーミンガムに本社を置く米国最大の入院リハビリサービス事業者で、39州とプエルトリコに173の入院リハビリ病院を展開し、脳卒中や神経疾患、心肺疾患、脳損傷から回復中の患者に専門的な治療とケアを提供している。
BR vs EHC — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.7B | $1.5B |
| 純利益 | $284.6M | $146.1M |
| 粗利率 | 27.6% | — |
| 営業利益率 | 12.0% | 16.7% |
| 純利益率 | 16.6% | 9.5% |
| 売上前年比 | -5.4% | 9.9% |
| 純利益前年比 | 17.1% | 20.8% |
| EPS（希薄化後） | $2.42 | $1.43 |
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 | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.9B | $1.3B | ||
| Q1 24 | $1.7B | $1.3B |
| Q4 25 | $284.6M | $146.1M | ||
| Q3 25 | — | $126.5M | ||
| Q2 25 | $374.2M | $142.1M | ||
| Q1 25 | $243.1M | $151.5M | ||
| Q4 24 | $142.4M | $120.9M | ||
| Q3 24 | $79.8M | $108.2M | ||
| Q2 24 | $323.2M | $114.1M | ||
| Q1 24 | $213.7M | $112.5M |
| 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% | 16.7% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | 24.1% | 16.2% | ||
| Q1 25 | 19.0% | 16.4% | ||
| Q4 24 | 13.3% | 14.3% | ||
| Q3 24 | 9.4% | 13.6% | ||
| Q2 24 | 22.7% | 14.3% | ||
| Q1 24 | 17.5% | 13.6% |
| Q4 25 | 16.6% | 9.5% | ||
| Q3 25 | — | 8.6% | ||
| Q2 25 | 18.1% | 9.7% | ||
| Q1 25 | 13.4% | 10.4% | ||
| Q4 24 | 9.0% | 8.6% | ||
| Q3 24 | 5.6% | 8.0% | ||
| Q2 24 | 16.6% | 8.8% | ||
| Q1 24 | 12.4% | 8.5% |
| Q4 25 | $2.42 | $1.43 | ||
| Q3 25 | — | $1.24 | ||
| Q2 25 | $3.17 | $1.39 | ||
| Q1 25 | $2.05 | $1.48 | ||
| Q4 24 | $1.20 | $1.18 | ||
| Q3 24 | $0.68 | $1.06 | ||
| Q2 24 | $2.72 | $1.12 | ||
| Q1 24 | $1.79 | $1.10 |
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 | $72.2M |
| 総負債低いほど良い | $3.2B | $2.4B |
| 株主資本純資産 | $2.9B | $2.4B |
| 総資産 | $8.6B | $7.1B |
| 負債/資本比率低いほどレバレッジが低い | 1.10× | 1.00× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $371.5M | $72.2M | ||
| Q3 25 | — | $48.7M | ||
| Q2 25 | $562.2M | $99.1M | ||
| Q1 25 | $317.9M | $95.8M | ||
| Q4 24 | $290.6M | $85.4M | ||
| Q3 24 | $293.5M | $147.8M | ||
| Q2 24 | $305.2M | $154.4M | ||
| Q1 24 | $236.4M | $134.4M |
| Q4 25 | $3.2B | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | $3.3B | $2.3B | ||
| Q1 25 | $3.4B | $2.3B | ||
| Q4 24 | $3.7B | $2.4B | ||
| Q3 24 | $3.6B | $2.3B | ||
| Q2 24 | $3.4B | $2.7B | ||
| Q1 24 | $3.5B | $2.7B |
| Q4 25 | $2.9B | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | $2.7B | $2.3B | ||
| Q1 25 | $2.4B | $2.2B | ||
| Q4 24 | $2.2B | $2.1B | ||
| Q3 24 | $2.2B | $2.0B | ||
| Q2 24 | $2.2B | $1.8B | ||
| Q1 24 | $2.3B | $1.7B |
| Q4 25 | $8.6B | $7.1B | ||
| Q3 25 | — | $6.9B | ||
| Q2 25 | $8.5B | $6.8B | ||
| Q1 25 | $8.3B | $6.6B | ||
| Q4 24 | $8.2B | $6.5B | ||
| Q3 24 | $8.0B | $6.5B | ||
| Q2 24 | $8.2B | $6.4B | ||
| Q1 24 | $8.2B | $6.2B |
| Q4 25 | 1.10× | 1.00× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | 1.22× | 1.02× | ||
| Q1 25 | 1.44× | 1.08× | ||
| Q4 24 | 1.64× | 1.14× | ||
| Q3 24 | 1.63× | 1.20× | ||
| Q2 24 | 1.55× | 1.46× | ||
| Q1 24 | 1.55× | 1.54× |
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 | — | $346.0M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $116.7M |
| FCFマージンFCF / 売上 | — | 7.6% |
| 設備投資強度設備投資 / 売上 | — | 14.8% |
| キャッシュ転換率営業CF / 純利益 | — | 2.37× |
| 直近12ヶ月FCF直近4四半期 | — | $439.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $346.0M | ||
| Q3 25 | — | $270.8M | ||
| Q2 25 | $699.7M | $270.2M | ||
| Q1 25 | $360.4M | $288.6M | ||
| Q4 24 | $236.7M | $278.8M | ||
| Q3 24 | $-125.5M | $267.8M | ||
| Q2 24 | $721.0M | $217.4M | ||
| Q1 24 | $207.4M | $238.8M |
| Q4 25 | — | $116.7M | ||
| Q3 25 | — | $83.7M | ||
| Q2 25 | $684.1M | $113.3M | ||
| Q1 25 | $348.9M | $125.5M | ||
| Q4 24 | $227.9M | $80.1M | ||
| Q3 24 | $-133.4M | $120.3M | ||
| Q2 24 | $703.2M | $60.5M | ||
| Q1 24 | $184.6M | $99.4M |
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 5.7% | ||
| Q2 25 | 33.1% | 7.8% | ||
| Q1 25 | 19.3% | 8.6% | ||
| Q4 24 | 14.3% | 5.7% | ||
| Q3 24 | -9.4% | 8.9% | ||
| Q2 24 | 36.2% | 4.6% | ||
| Q1 24 | 10.7% | 7.6% |
| Q4 25 | — | 14.8% | ||
| Q3 25 | — | 12.7% | ||
| Q2 25 | 0.8% | 10.8% | ||
| Q1 25 | 0.6% | 11.2% | ||
| Q4 24 | 0.6% | 14.1% | ||
| Q3 24 | 0.6% | 10.9% | ||
| Q2 24 | 0.9% | 12.1% | ||
| Q1 24 | 1.3% | 10.6% |
| Q4 25 | — | 2.37× | ||
| Q3 25 | — | 2.14× | ||
| Q2 25 | 1.87× | 1.90× | ||
| Q1 25 | 1.48× | 1.90× | ||
| Q4 24 | 1.66× | 2.31× | ||
| Q3 24 | -1.57× | 2.48× | ||
| Q2 24 | 2.23× | 1.91× | ||
| Q1 24 | 0.97× | 2.12× |
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% |
EHC
| Medicare | $1.0B | 66% |
| Medicare Advantage | $243.1M | 16% |
| Managed Care | $160.7M | 10% |
| Medicaid | $47.0M | 3% |
| Other Income Source | $44.8M | 3% |
| Other Thirdparty Payors | $11.2M | 1% |
| Workers Compensation | $7.6M | 0% |
| Patients | $4.6M | 0% |
