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Broadridge Financial Solutions（BR）とWINNEBAGO INDUSTRIES INC（WGO）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 $702.7M、WINNEBAGO INDUSTRIES INCの約2.4倍）。Broadridge Financial Solutionsの純利益率が高く（16.6% vs 0.8%、差は15.8%）。WINNEBAGO INDUSTRIES INCの前年同期比売上増加率が高い（12.3% 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 -4.0%）
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。
Winnebago Industriesはアメリカ合衆国の有名なキャンピングカーメーカーで、主にレクリエーショナルビークルの製造を手がけています。2018年にChris-Craft Corporationを買収してモーターボート製造分野に進出したほか、かつて軽・中型ユーティリティビークルなどの生産も行っていました。社名は本社がかつて置かれていたアイオワ州ウィネベーゴ郡に由来します。
BR vs WGO — 直接比較
損益計算書 — Q2 2026 vs Q1 2026
| 指標 | | |
|---|---|---|
| 売上 | $1.7B | $702.7M |
| 純利益 | $284.6M | $5.5M |
| 粗利率 | 27.6% | 12.7% |
| 営業利益率 | 12.0% | 2.0% |
| 純利益率 | 16.6% | 0.8% |
| 売上前年比 | -5.4% | 12.3% |
| 純利益前年比 | 17.1% | 205.8% |
| EPS（希薄化後） | $2.42 | $0.19 |
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 | $702.7M | ||
| Q2 25 | $2.1B | $775.1M | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.6B | $625.6M | ||
| Q3 24 | $1.4B | $720.9M | ||
| Q2 24 | $1.9B | $786.0M | ||
| Q1 24 | $1.7B | $703.6M | ||
| Q4 23 | $1.4B | $763.0M |
| Q4 25 | $284.6M | $5.5M | ||
| Q2 25 | $374.2M | $17.6M | ||
| Q1 25 | $243.1M | — | ||
| Q4 24 | $142.4M | $-5.2M | ||
| Q3 24 | $79.8M | $-29.1M | ||
| Q2 24 | $323.2M | $29.0M | ||
| Q1 24 | $213.7M | $-12.7M | ||
| Q4 23 | $70.3M | $25.8M |
| Q4 25 | 27.6% | 12.7% | ||
| Q2 25 | 37.3% | 13.7% | ||
| Q1 25 | 31.8% | — | ||
| Q4 24 | 27.9% | 12.3% | ||
| Q3 24 | 24.5% | 13.1% | ||
| Q2 24 | 35.5% | 15.0% | ||
| Q1 24 | 31.2% | 15.0% | ||
| Q4 23 | 24.8% | 15.2% |
| Q4 25 | 12.0% | 2.0% | ||
| Q2 25 | 24.1% | 3.9% | ||
| Q1 25 | 19.0% | — | ||
| Q4 24 | 13.3% | -0.1% | ||
| Q3 24 | 9.4% | -2.5% | ||
| Q2 24 | 22.7% | 5.5% | ||
| Q1 24 | 17.5% | 5.0% | ||
| Q4 23 | 8.9% | 5.1% |
| Q4 25 | 16.6% | 0.8% | ||
| Q2 25 | 18.1% | 2.3% | ||
| Q1 25 | 13.4% | — | ||
| Q4 24 | 9.0% | -0.8% | ||
| Q3 24 | 5.6% | -4.0% | ||
| Q2 24 | 16.6% | 3.7% | ||
| Q1 24 | 12.4% | -1.8% | ||
| Q4 23 | 5.0% | 3.4% |
| Q4 25 | $2.42 | $0.19 | ||
| Q2 25 | $3.17 | $0.62 | ||
| Q1 25 | $2.05 | — | ||
| Q4 24 | $1.20 | $-0.18 | ||
| Q3 24 | $0.68 | $-0.87 | ||
| Q2 24 | $2.72 | $0.96 | ||
| Q1 24 | $1.79 | $-0.43 | ||
| Q4 23 | $0.59 | $0.78 |
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 | $181.7M |
| 総負債低いほど良い | $3.2B | $541.0M |
| 株主資本純資産 | $2.9B | $1.2B |
| 総資産 | $8.6B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 1.10× | 0.44× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $371.5M | $181.7M | ||
| Q2 25 | $562.2M | $10.5M | ||
| Q1 25 | $317.9M | — | ||
| Q4 24 | $290.6M | $262.5M | ||
| Q3 24 | $293.5M | $330.9M | ||
| Q2 24 | $305.2M | $318.1M | ||
| Q1 24 | $236.4M | $265.7M | ||
| Q4 23 | $277.7M | $219.6M |
| Q4 25 | $3.2B | $541.0M | ||
| Q2 25 | $3.3B | $539.9M | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | $637.7M | ||
| Q3 24 | $3.6B | $637.1M | ||
| Q2 24 | $3.4B | $636.4M | ||
| Q1 24 | $3.5B | $694.8M | ||
| Q4 23 | $3.7B | $593.1M |
| Q4 25 | $2.9B | $1.2B | ||
| Q2 25 | $2.7B | $1.2B | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $2.2B | $1.3B | ||
| Q2 24 | $2.2B | $1.3B | ||
| Q1 24 | $2.3B | $1.3B | ||
| Q4 23 | $2.1B | $1.4B |
| Q4 25 | $8.6B | $2.1B | ||
| Q2 25 | $8.5B | $2.1B | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.2B | $2.3B | ||
| Q3 24 | $8.0B | $2.4B | ||
| Q2 24 | $8.2B | $2.4B | ||
| Q1 24 | $8.2B | $2.4B | ||
| Q4 23 | $8.0B | $2.4B |
| Q4 25 | 1.10× | 0.44× | ||
| Q2 25 | 1.22× | 0.44× | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | 0.51× | ||
| Q3 24 | 1.63× | 0.50× | ||
| Q2 24 | 1.55× | 0.48× | ||
| Q1 24 | 1.55× | 0.52× | ||
| Q4 23 | 1.77× | 0.44× |
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 | — | $25.4M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $19.8M |
| FCFマージンFCF / 売上 | — | 2.8% |
| 設備投資強度設備投資 / 売上 | — | 0.8% |
| キャッシュ転換率営業CF / 純利益 | — | 4.62× |
| 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 | — | $25.4M | ||
| Q2 25 | $699.7M | — | ||
| Q1 25 | $360.4M | — | ||
| Q4 24 | $236.7M | $-16.7M | ||
| Q3 24 | $-125.5M | $40.7M | ||
| Q2 24 | $721.0M | $99.4M | ||
| Q1 24 | $207.4M | $25.2M | ||
| Q4 23 | $189.8M | $-21.4M |
| Q4 25 | — | $19.8M | ||
| Q2 25 | $684.1M | — | ||
| Q1 25 | $348.9M | — | ||
| Q4 24 | $227.9M | $-26.7M | ||
| Q3 24 | $-133.4M | $29.5M | ||
| Q2 24 | $703.2M | $88.4M | ||
| Q1 24 | $184.6M | $14.2M | ||
| Q4 23 | $177.7M | $-33.2M |
| Q4 25 | — | 2.8% | ||
| Q2 25 | 33.1% | — | ||
| Q1 25 | 19.3% | — | ||
| Q4 24 | 14.3% | -4.3% | ||
| Q3 24 | -9.4% | 4.1% | ||
| Q2 24 | 36.2% | 11.2% | ||
| Q1 24 | 10.7% | 2.0% | ||
| Q4 23 | 12.6% | -4.4% |
| Q4 25 | — | 0.8% | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.6% | 1.6% | ||
| Q3 24 | 0.6% | 1.6% | ||
| Q2 24 | 0.9% | 1.4% | ||
| Q1 24 | 1.3% | 1.6% | ||
| Q4 23 | 0.9% | 1.5% |
| Q4 25 | — | 4.62× | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | -1.57× | — | ||
| Q2 24 | 2.23× | 3.43× | ||
| Q1 24 | 0.97× | — | ||
| Q4 23 | 2.70× | -0.83× |
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% |
WGO
| Travel Trailer | $139.2M | 20% |
| Class C And Other | $131.0M | 19% |
| Fifth Wheel | $116.0M | 17% |
| Class A | $97.4M | 14% |
| Marine Segment | $79.2M | 11% |
| Class B | $76.3M | 11% |
| Other | $56.4M | 8% |
