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Broadridge Financial Solutions（BR）とSolventum（SOLV）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
Solventumの直近四半期売上が大きい（$2.0B 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 3.2%、差は13.5%）。Solventumの前年同期比売上増加率が高い（-3.7% 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 -0.4%）
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。
Solventum Corporationはアメリカ発祥のヘルスケア企業で、2024年4月1日に多岐にわたる事業を展開する世界的大手企業3Mからスピンオフして独立しました。旧3M医療部門の技術や事業資産を承継し、世界各国の顧客に医療関連の製品・サービスを提供しています。
BR vs SOLV — 直接比較
売上が大きい
SOLV
1.2倍大きい
$1.7B
売上成長率が高い
SOLV
+1.7%の差
-5.4%
純利益率が高い
BR
純利益率が13.5%高い
3.2%
2年売上CAGRが高い
BR
2年複合成長率
-0.4%
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.7B | $2.0B |
| 純利益 | $284.6M | $63.0M |
| 粗利率 | 27.6% | 51.4% |
| 営業利益率 | 12.0% | 6.3% |
| 純利益率 | 16.6% | 3.2% |
| 売上前年比 | -5.4% | -3.7% |
| 純利益前年比 | 17.1% | 103.2% |
| EPS（希薄化後） | $2.42 | $0.37 |
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
売上BRSOLV
| Q4 25 | $1.7B | $2.0B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $2.1B | $2.2B | ||
| Q1 25 | $1.8B | $2.1B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.9B | $2.1B | ||
| Q1 24 | $1.7B | $2.0B |
純利益BRSOLV
| Q4 25 | $284.6M | $63.0M | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $374.2M | $90.0M | ||
| Q1 25 | $243.1M | $137.0M | ||
| Q4 24 | $142.4M | $31.0M | ||
| Q3 24 | $79.8M | $122.0M | ||
| Q2 24 | $323.2M | $89.0M | ||
| Q1 24 | $213.7M | $237.0M |
粗利率BRSOLV
| Q4 25 | 27.6% | 51.4% | ||
| Q3 25 | — | 54.2% | ||
| Q2 25 | 37.3% | 54.4% | ||
| Q1 25 | 31.8% | 53.8% | ||
| Q4 24 | 27.9% | 53.9% | ||
| Q3 24 | 24.5% | 56.0% | ||
| Q2 24 | 35.5% | 54.6% | ||
| Q1 24 | 31.2% | 58.1% |
営業利益率BRSOLV
| Q4 25 | 12.0% | 6.3% | ||
| Q3 25 | — | 80.6% | ||
| Q2 25 | 24.1% | 9.9% | ||
| Q1 25 | 19.0% | 7.3% | ||
| Q4 24 | 13.3% | 6.6% | ||
| Q3 24 | 9.4% | 13.2% | ||
| Q2 24 | 22.7% | 11.7% | ||
| Q1 24 | 17.5% | 18.9% |
純利益率BRSOLV
| Q4 25 | 16.6% | 3.2% | ||
| Q3 25 | — | 60.4% | ||
| Q2 25 | 18.1% | 4.2% | ||
| Q1 25 | 13.4% | 6.6% | ||
| Q4 24 | 9.0% | 1.5% | ||
| Q3 24 | 5.6% | 5.9% | ||
| Q2 24 | 16.6% | 4.3% | ||
| Q1 24 | 12.4% | 11.8% |
EPS（希薄化後）BRSOLV
| Q4 25 | $2.42 | $0.37 | ||
| Q3 25 | — | $7.22 | ||
| Q2 25 | $3.17 | $0.51 | ||
| Q1 25 | $2.05 | $0.78 | ||
| Q4 24 | $1.20 | $0.18 | ||
| Q3 24 | $0.68 | $0.70 | ||
| Q2 24 | $2.72 | $0.51 | ||
| Q1 24 | $1.79 | $1.37 |
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 | $878.0M |
| 総負債低いほど良い | $3.2B | $5.0B |
| 株主資本純資産 | $2.9B | $5.0B |
| 総資産 | $8.6B | $14.3B |
| 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
現金・短期投資BRSOLV
| Q4 25 | $371.5M | $878.0M | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $562.2M | $492.0M | ||
| Q1 25 | $317.9M | $534.0M | ||
| Q4 24 | $290.6M | $762.0M | ||
| Q3 24 | $293.5M | $772.0M | ||
| Q2 24 | $305.2M | $897.0M | ||
| Q1 24 | $236.4M | $996.0M |
総負債BRSOLV
| Q4 25 | $3.2B | $5.0B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | $3.3B | $7.8B | ||
| Q1 25 | $3.4B | $7.9B | ||
| Q4 24 | $3.7B | $8.0B | ||
| Q3 24 | $3.6B | $8.1B | ||
| Q2 24 | $3.4B | $8.3B | ||
| Q1 24 | $3.5B | $8.3B |
株主資本BRSOLV
| Q4 25 | $2.9B | $5.0B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | $2.7B | $3.6B | ||
| Q1 25 | $2.4B | $3.3B | ||
| Q4 24 | $2.2B | $3.0B | ||
| Q3 24 | $2.2B | $3.2B | ||
| Q2 24 | $2.2B | $2.9B | ||
| Q1 24 | $2.3B | $3.9B |
総資産BRSOLV
| Q4 25 | $8.6B | $14.3B | ||
| Q3 25 | — | $14.0B | ||
| Q2 25 | $8.5B | $15.1B | ||
| Q1 25 | $8.3B | $14.5B | ||
| Q4 24 | $8.2B | $14.5B | ||
| Q3 24 | $8.0B | $14.7B | ||
| Q2 24 | $8.2B | $14.6B | ||
| Q1 24 | $8.2B | $14.7B |
負債/資本比率BRSOLV
| Q4 25 | 1.10× | 1.00× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | 1.22× | 2.14× | ||
| Q1 25 | 1.44× | 2.43× | ||
| Q4 24 | 1.64× | 2.71× | ||
| Q3 24 | 1.63× | 2.54× | ||
| Q2 24 | 1.55× | 2.90× | ||
| Q1 24 | 1.55× | 2.16× |
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 | — | $95.0M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $32.0M |
| FCFマージンFCF / 売上 | — | 1.6% |
| 設備投資強度設備投資 / 売上 | — | 3.2% |
| キャッシュ転換率営業CF / 純利益 | — | 1.51× |
| 直近12ヶ月FCF直近4四半期 | — | $-10.0M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローBRSOLV
| Q4 25 | — | $95.0M | ||
| Q3 25 | — | $76.0M | ||
| Q2 25 | $699.7M | $169.0M | ||
| Q1 25 | $360.4M | $29.0M | ||
| Q4 24 | $236.7M | $219.0M | ||
| Q3 24 | $-125.5M | $169.0M | ||
| Q2 24 | $721.0M | $355.0M | ||
| Q1 24 | $207.4M | $442.0M |
フリーキャッシュフローBRSOLV
| Q4 25 | — | $32.0M | ||
| Q3 25 | — | $-21.0M | ||
| Q2 25 | $684.1M | $59.0M | ||
| Q1 25 | $348.9M | $-80.0M | ||
| Q4 24 | $227.9M | $92.0M | ||
| Q3 24 | $-133.4M | $76.0M | ||
| Q2 24 | $703.2M | $297.0M | ||
| Q1 24 | $184.6M | $340.0M |
FCFマージンBRSOLV
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | -1.0% | ||
| Q2 25 | 33.1% | 2.7% | ||
| Q1 25 | 19.3% | -3.9% | ||
| Q4 24 | 14.3% | 4.4% | ||
| Q3 24 | -9.4% | 3.7% | ||
| Q2 24 | 36.2% | 14.3% | ||
| Q1 24 | 10.7% | 16.9% |
設備投資強度BRSOLV
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | 0.8% | 5.1% | ||
| Q1 25 | 0.6% | 5.3% | ||
| Q4 24 | 0.6% | 6.1% | ||
| Q3 24 | 0.6% | 4.5% | ||
| Q2 24 | 0.9% | 2.8% | ||
| Q1 24 | 1.3% | 5.1% |
キャッシュ転換率BRSOLV
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | 1.87× | 1.88× | ||
| Q1 25 | 1.48× | 0.21× | ||
| Q4 24 | 1.66× | 7.06× | ||
| Q3 24 | -1.57× | 1.39× | ||
| Q2 24 | 2.23× | 3.99× | ||
| Q1 24 | 0.97× | 1.86× |
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% |
SOLV
| Infection Prevention And Surgical Solutions | $752.0M | 38% |
| Cost Of Software And Rentals | $508.0M | 25% |
| Health Information Systems Segment | $347.0M | 17% |
| Dental Solutions Segment | $343.0M | 17% |
| Related Party | $14.0M | 1% |
