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Broadridge Financial Solutions（BR）とVertiv Holdings Co（VRT）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
Vertiv Holdings Coの直近四半期売上が大きい（$2.6B vs $1.7B、Broadridge Financial Solutionsの約1.5倍）。Broadridge Financial Solutionsの純利益率が高く（16.6% vs 14.7%、差は1.9%）。Vertiv Holdings Coの前年同期比売上増加率が高い（30.1% vs -5.4%）。過去8四半期でVertiv Holdings Coの売上複合成長率が高い（16.5% vs 10.4%）
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。
Vertiv Holdings Coはアメリカ発祥の多国籍企業で、データセンター、通信ネットワーク、商業施設及び産業現場向けに重要なインフラストラクチャーと関連サービスを提供し、顧客の重要業務の安定的な運用を支援している。
BR vs VRT — 直接比較
損益計算書 — Q2 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.7B | $2.6B |
| 純利益 | $284.6M | $390.1M |
| 粗利率 | 27.6% | 37.7% |
| 営業利益率 | 12.0% | — |
| 純利益率 | 16.6% | 14.7% |
| 売上前年比 | -5.4% | 30.1% |
| 純利益前年比 | 17.1% | 137.1% |
| EPS（希薄化後） | $2.42 | $0.99 |
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
| Q1 26 | — | $2.6B | ||
| Q4 25 | $1.7B | $2.9B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $2.1B | $2.6B | ||
| Q1 25 | $1.8B | $2.0B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B |
| Q1 26 | — | $390.1M | ||
| Q4 25 | $284.6M | $445.6M | ||
| Q3 25 | — | $398.5M | ||
| Q2 25 | $374.2M | $324.2M | ||
| Q1 25 | $243.1M | $164.5M | ||
| Q4 24 | $142.4M | $147.0M | ||
| Q3 24 | $79.8M | $176.6M | ||
| Q2 24 | $323.2M | $178.1M |
| Q1 26 | — | 37.7% | ||
| Q4 25 | 27.6% | 38.9% | ||
| Q3 25 | — | 37.8% | ||
| Q2 25 | 37.3% | 34.0% | ||
| Q1 25 | 31.8% | 33.7% | ||
| Q4 24 | 27.9% | 37.1% | ||
| Q3 24 | 24.5% | 36.5% | ||
| Q2 24 | 35.5% | 38.0% |
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 20.1% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | 24.1% | 16.8% | ||
| Q1 25 | 19.0% | 14.3% | ||
| Q4 24 | 13.3% | 19.5% | ||
| Q3 24 | 9.4% | 17.9% | ||
| Q2 24 | 22.7% | 17.2% |
| Q1 26 | — | 14.7% | ||
| Q4 25 | 16.6% | 15.5% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | 18.1% | 12.3% | ||
| Q1 25 | 13.4% | 8.1% | ||
| Q4 24 | 9.0% | 6.3% | ||
| Q3 24 | 5.6% | 8.5% | ||
| Q2 24 | 16.6% | 9.1% |
| Q1 26 | — | $0.99 | ||
| Q4 25 | $2.42 | $1.14 | ||
| Q3 25 | — | $1.02 | ||
| Q2 25 | $3.17 | $0.83 | ||
| Q1 25 | $2.05 | $0.42 | ||
| Q4 24 | $1.20 | $0.38 | ||
| Q3 24 | $0.68 | $0.46 | ||
| Q2 24 | $2.72 | $0.46 |
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 | $2.5B |
| 総負債低いほど良い | $3.2B | $0 |
| 株主資本純資産 | $2.9B | $4.2B |
| 総資産 | $8.6B | $13.4B |
| 負債/資本比率低いほどレバレッジが低い | 1.10× | 0.00× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $2.5B | ||
| Q4 25 | $371.5M | $1.7B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $562.2M | $1.6B | ||
| Q1 25 | $317.9M | $1.5B | ||
| Q4 24 | $290.6M | $1.2B | ||
| Q3 24 | $293.5M | $908.7M | ||
| Q2 24 | $305.2M | $579.7M |
| Q1 26 | — | $0 | ||
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $3.3B | $2.9B | ||
| Q1 25 | $3.4B | $2.9B | ||
| Q4 24 | $3.7B | $2.9B | ||
| Q3 24 | $3.6B | $2.9B | ||
| Q2 24 | $3.4B | $2.9B |
| Q1 26 | — | $4.2B | ||
| Q4 25 | $2.9B | $3.9B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | $2.7B | $3.1B | ||
| Q1 25 | $2.4B | $2.7B | ||
| Q4 24 | $2.2B | $2.4B | ||
| Q3 24 | $2.2B | $1.8B | ||
| Q2 24 | $2.2B | $1.5B |
| Q1 26 | — | $13.4B | ||
| Q4 25 | $8.6B | $12.2B | ||
| Q3 25 | — | $10.8B | ||
| Q2 25 | $8.5B | $10.4B | ||
| Q1 25 | $8.3B | $9.5B | ||
| Q4 24 | $8.2B | $9.1B | ||
| Q3 24 | $8.0B | $8.9B | ||
| Q2 24 | $8.2B | $8.1B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | 1.10× | 0.74× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | 1.22× | 0.93× | ||
| Q1 25 | 1.44× | 1.10× | ||
| Q4 24 | 1.64× | 1.20× | ||
| Q3 24 | 1.63× | 1.62× | ||
| Q2 24 | 1.55× | 1.91× |
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 | — | — |
| フリーキャッシュフロー営業CF - 設備投資 | — | $652.8M |
| FCFマージンFCF / 売上 | — | 24.6% |
| 設備投資強度設備投資 / 売上 | — | 4.2% |
| キャッシュ転換率営業CF / 純利益 | — | — |
| 直近12ヶ月FCF直近4四半期 | — | $2.3B |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | — | $978.9M | ||
| Q3 25 | — | $508.7M | ||
| Q2 25 | $699.7M | $322.9M | ||
| Q1 25 | $360.4M | $303.3M | ||
| Q4 24 | $236.7M | $425.2M | ||
| Q3 24 | $-125.5M | $378.2M | ||
| Q2 24 | $721.0M | $378.4M |
| Q1 26 | — | $652.8M | ||
| Q4 25 | — | $885.6M | ||
| Q3 25 | — | $463.5M | ||
| Q2 25 | $684.1M | $277.9M | ||
| Q1 25 | $348.9M | $266.8M | ||
| Q4 24 | $227.9M | $364.5M | ||
| Q3 24 | $-133.4M | $341.8M | ||
| Q2 24 | $703.2M | $344.3M |
| Q1 26 | — | 24.6% | ||
| Q4 25 | — | 30.8% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | 33.1% | 10.5% | ||
| Q1 25 | 19.3% | 13.1% | ||
| Q4 24 | 14.3% | 15.5% | ||
| Q3 24 | -9.4% | 16.5% | ||
| Q2 24 | 36.2% | 17.6% |
| Q1 26 | — | 4.2% | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | 0.8% | 1.7% | ||
| Q1 25 | 0.6% | 1.8% | ||
| Q4 24 | 0.6% | 2.6% | ||
| Q3 24 | 0.6% | 1.8% | ||
| Q2 24 | 0.9% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.20× | ||
| Q3 25 | — | 1.28× | ||
| Q2 25 | 1.87× | 1.00× | ||
| Q1 25 | 1.48× | 1.84× | ||
| Q4 24 | 1.66× | 2.89× | ||
| Q3 24 | -1.57× | 2.14× | ||
| Q2 24 | 2.23× | 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% |
VRT
セグメントデータなし
