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Broadridge Financial Solutions（BR）とGLOBAL PARTNERS LP（GLP）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
GLOBAL PARTNERS LPの直近四半期売上が大きい（$2.2B vs $1.7B、Broadridge Financial Solutionsの約1.3倍）。Broadridge Financial Solutionsの純利益率が高く（16.6% vs 1.1%、差は15.5%）。GLOBAL PARTNERS LPの前年同期比売上増加率が高い（7.0% 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。
Global Partners LPは米国のエネルギー供給企業で、2018年のフォーチュン500で第361位にランクインしたマスターリミテッドパートナーシップ形態の企業です。石油製品の輸入を事業の根幹とし、北米全域で販売を展開し、原油、ディーゼル、ガソリン、暖房用油、灯油などを卸売りしています。
BR vs GLP — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.7B | $2.2B |
| 純利益 | $284.6M | $25.1M |
| 粗利率 | 27.6% | 11.9% |
| 営業利益率 | 12.0% | 2.6% |
| 純利益率 | 16.6% | 1.1% |
| 売上前年比 | -5.4% | 7.0% |
| 純利益前年比 | 17.1% | 5.0% |
| 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 | $1.7B | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $1.8B | $2.2B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.9B | $2.3B | ||
| Q1 24 | $1.7B | $2.2B |
| Q4 25 | $284.6M | $25.1M | ||
| Q3 25 | — | $29.0M | ||
| Q2 25 | $374.2M | $25.2M | ||
| Q1 25 | $243.1M | $18.7M | ||
| Q4 24 | $142.4M | $23.9M | ||
| Q3 24 | $79.8M | $45.9M | ||
| Q2 24 | $323.2M | $46.1M | ||
| Q1 24 | $213.7M | $-5.6M |
| Q4 25 | 27.6% | 11.9% | ||
| Q3 25 | — | 12.1% | ||
| Q2 25 | 37.3% | 13.1% | ||
| Q1 25 | 31.8% | 11.7% | ||
| Q4 24 | 27.9% | 13.0% | ||
| Q3 24 | 24.5% | 13.4% | ||
| Q2 24 | 35.5% | 12.6% | ||
| Q1 24 | 31.2% | 9.8% |
| Q4 25 | 12.0% | 2.6% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | 24.1% | 2.9% | ||
| Q1 25 | 19.0% | 2.6% | ||
| Q4 24 | 13.3% | 2.8% | ||
| Q3 24 | 9.4% | 3.9% | ||
| Q2 24 | 22.7% | 3.7% | ||
| Q1 24 | 17.5% | 1.2% |
| Q4 25 | 16.6% | 1.1% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | 18.1% | 1.2% | ||
| Q1 25 | 13.4% | 0.9% | ||
| Q4 24 | 9.0% | 1.2% | ||
| Q3 24 | 5.6% | 2.1% | ||
| Q2 24 | 16.6% | 2.0% | ||
| Q1 24 | 12.4% | -0.3% |
| 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 | $371.5M | — |
| 総負債低いほど良い | $3.2B | — |
| 株主資本純資産 | $2.9B | — |
| 総資産 | $8.6B | $3.9B |
| 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 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $562.2M | — | ||
| Q1 25 | $317.9M | — | ||
| Q4 24 | $290.6M | — | ||
| Q3 24 | $293.5M | — | ||
| Q2 24 | $305.2M | — | ||
| Q1 24 | $236.4M | — |
| 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 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $2.7B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | — | ||
| Q1 24 | $2.3B | — |
| Q4 25 | $8.6B | $3.9B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | $8.5B | $3.8B | ||
| Q1 25 | $8.3B | $3.8B | ||
| Q4 24 | $8.2B | $3.8B | ||
| Q3 24 | $8.0B | $3.7B | ||
| Q2 24 | $8.2B | $3.8B | ||
| Q1 24 | $8.2B | $3.5B |
| 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 | — | $101.0M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $62.2M |
| FCFマージンFCF / 売上 | — | 2.8% |
| 設備投資強度設備投資 / 売上 | — | 1.8% |
| キャッシュ転換率営業CF / 純利益 | — | 4.03× |
| 直近12ヶ月FCF直近4四半期 | — | $193.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $101.0M | ||
| Q3 25 | — | $19.0M | ||
| Q2 25 | $699.7M | $216.3M | ||
| Q1 25 | $360.4M | $-51.6M | ||
| Q4 24 | $236.7M | $67.2M | ||
| Q3 24 | $-125.5M | $122.7M | ||
| Q2 24 | $721.0M | $24.3M | ||
| Q1 24 | $207.4M | $-182.7M |
| Q4 25 | — | $62.2M | ||
| Q3 25 | — | $-678.0K | ||
| Q2 25 | $684.1M | $201.3M | ||
| Q1 25 | $348.9M | $-69.5M | ||
| Q4 24 | $227.9M | $20.4M | ||
| Q3 24 | $-133.4M | $98.4M | ||
| Q2 24 | $703.2M | $8.7M | ||
| Q1 24 | $184.6M | $-199.3M |
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | -0.0% | ||
| Q2 25 | 33.1% | 9.7% | ||
| Q1 25 | 19.3% | -3.2% | ||
| Q4 24 | 14.3% | 1.0% | ||
| Q3 24 | -9.4% | 4.6% | ||
| Q2 24 | 36.2% | 0.4% | ||
| Q1 24 | 10.7% | -9.0% |
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | 0.8% | 0.7% | ||
| Q1 25 | 0.6% | 0.8% | ||
| Q4 24 | 0.6% | 2.3% | ||
| Q3 24 | 0.6% | 1.1% | ||
| Q2 24 | 0.9% | 0.7% | ||
| Q1 24 | 1.3% | 0.8% |
| Q4 25 | — | 4.03× | ||
| Q3 25 | — | 0.66× | ||
| Q2 25 | 1.87× | 8.58× | ||
| Q1 25 | 1.48× | -2.76× | ||
| Q4 24 | 1.66× | 2.82× | ||
| Q3 24 | -1.57× | 2.67× | ||
| Q2 24 | 2.23× | 0.53× | ||
| Q1 24 | 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
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% |
GLP
| Gasoline | $1.0B | 46% |
| Refined Petroleum Products Renewable Fuels Crude Oil And Propane | $884.7M | 40% |
| Commercial Segment | $187.6M | 8% |
| Station Operations | $110.5M | 5% |
