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Arcosa, Inc.（ACA）与Broadridge Financial Solutions（BR）财务数据对比。点击上方公司名可切换其他公司
Broadridge Financial Solutions的季度营收约是Arcosa, Inc.的2.4倍（$1.7B vs $716.7M）。Broadridge Financial Solutions净利率更高（16.6% vs 7.3%，领先9.3%）。Arcosa, Inc.同比增速更快（7.6% vs -5.4%）。过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs 9.4%）
Arcosa, Inc.是一家基础设施相关产品及解决方案提供商，业务覆盖建筑、能源、交通三大核心板块，主营公用设施结构件、建筑集料、交通零部件等产品，主要面向北美市场客户，为各类关键基础设施建设项目提供支持。
Broadridge Financial Solutions是2007年从自动数据处理公司（ADP）分拆成立的上市企业服务及金融科技企业，总部位于纽约莱克萨克塞斯，为金融行业客户提供股东委托书、年报等金融单证服务，以及线上年会等股东沟通解决方案。
ACA vs BR — 直观对比
营收规模更大
BR
是对方的2.4倍
$716.7M
营收增速更快
ACA
高出13.0%
-5.4%
净利率更高
BR
高出9.3%
7.3%
两年增速更快
BR
近两年复合增速
9.4%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $716.7M | $1.7B |
| 净利润 | $52.1M | $284.6M |
| 毛利率 | 22.9% | 27.6% |
| 营业利润率 | 11.0% | 12.0% |
| 净利率 | 7.3% | 16.6% |
| 营收同比 | 7.6% | -5.4% |
| 净利润同比 | 776.6% | 17.1% |
| 每股收益（稀释后） | $1.06 | $2.42 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ACABR
| Q4 25 | $716.7M | $1.7B | ||
| Q3 25 | $797.8M | — | ||
| Q2 25 | $736.9M | $2.1B | ||
| Q1 25 | $632.0M | $1.8B | ||
| Q4 24 | $666.2M | $1.6B | ||
| Q3 24 | $640.4M | $1.4B | ||
| Q2 24 | $664.7M | $1.9B | ||
| Q1 24 | $598.6M | $1.7B |
净利润ACABR
| Q4 25 | $52.1M | $284.6M | ||
| Q3 25 | $73.0M | — | ||
| Q2 25 | $59.7M | $374.2M | ||
| Q1 25 | $23.6M | $243.1M | ||
| Q4 24 | $-7.7M | $142.4M | ||
| Q3 24 | $16.6M | $79.8M | ||
| Q2 24 | $45.6M | $323.2M | ||
| Q1 24 | $39.2M | $213.7M |
毛利率ACABR
| Q4 25 | 22.9% | 27.6% | ||
| Q3 25 | 24.1% | — | ||
| Q2 25 | 22.5% | 37.3% | ||
| Q1 25 | 19.8% | 31.8% | ||
| Q4 24 | 19.3% | 27.9% | ||
| Q3 24 | 21.3% | 24.5% | ||
| Q2 24 | 20.8% | 35.5% | ||
| Q1 24 | 18.6% | 31.2% |
营业利润率ACABR
| Q4 25 | 11.0% | 12.0% | ||
| Q3 25 | 14.1% | — | ||
| Q2 25 | 12.9% | 24.1% | ||
| Q1 25 | 8.8% | 19.0% | ||
| Q4 24 | 6.5% | 13.3% | ||
| Q3 24 | 5.3% | 9.4% | ||
| Q2 24 | 10.1% | 22.7% | ||
| Q1 24 | 8.9% | 17.5% |
净利率ACABR
| Q4 25 | 7.3% | 16.6% | ||
| Q3 25 | 9.2% | — | ||
| Q2 25 | 8.1% | 18.1% | ||
| Q1 25 | 3.7% | 13.4% | ||
| Q4 24 | -1.2% | 9.0% | ||
| Q3 24 | 2.6% | 5.6% | ||
| Q2 24 | 6.9% | 16.6% | ||
| Q1 24 | 6.5% | 12.4% |
每股收益（稀释后）ACABR
| Q4 25 | $1.06 | $2.42 | ||
| Q3 25 | $1.48 | — | ||
| Q2 25 | $1.22 | $3.17 | ||
| Q1 25 | $0.48 | $2.05 | ||
| Q4 24 | $-0.16 | $1.20 | ||
| Q3 24 | $0.34 | $0.68 | ||
| Q2 24 | $0.93 | $2.72 | ||
| Q1 24 | $0.80 | $1.79 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $214.6M | $371.5M |
| 总债务越低越好 | $1.5B | $3.2B |
| 股东权益账面价值 | $2.6B | $2.9B |
| 总资产 | $5.0B | $8.6B |
| 负债/权益比越低杠杆越低 | 0.57× | 1.10× |
8季度趋势，按日历期对齐
现金及短期投资ACABR
| Q4 25 | $214.6M | $371.5M | ||
| Q3 25 | $220.0M | — | ||
| Q2 25 | $189.7M | $562.2M | ||
| Q1 25 | $167.9M | $317.9M | ||
| Q4 24 | $187.3M | $290.6M | ||
| Q3 24 | $756.8M | $293.5M | ||
| Q2 24 | $103.7M | $305.2M | ||
| Q1 24 | $176.5M | $236.4M |
总债务ACABR
| Q4 25 | $1.5B | $3.2B | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.7B | $3.3B | ||
| Q1 25 | $1.7B | $3.4B | ||
| Q4 24 | $1.7B | $3.7B | ||
| Q3 24 | $1.2B | $3.6B | ||
| Q2 24 | $699.9M | $3.4B | ||
| Q1 24 | $600.6M | $3.5B |
股东权益ACABR
| Q4 25 | $2.6B | $2.9B | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.5B | $2.7B | ||
| Q1 25 | $2.5B | $2.4B | ||
| Q4 24 | $2.4B | $2.2B | ||
| Q3 24 | $2.4B | $2.2B | ||
| Q2 24 | $2.4B | $2.2B | ||
| Q1 24 | $2.4B | $2.3B |
总资产ACABR
| Q4 25 | $5.0B | $8.6B | ||
| Q3 25 | $5.1B | — | ||
| Q2 25 | $5.0B | $8.5B | ||
| Q1 25 | $4.9B | $8.3B | ||
| Q4 24 | $4.9B | $8.2B | ||
| Q3 24 | $4.4B | $8.0B | ||
| Q2 24 | $3.8B | $8.2B | ||
| Q1 24 | $3.7B | $8.2B |
负债/权益比ACABR
| Q4 25 | 0.57× | 1.10× | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.67× | 1.22× | ||
| Q1 25 | 0.68× | 1.44× | ||
| Q4 24 | 0.69× | 1.64× | ||
| Q3 24 | 0.51× | 1.63× | ||
| Q2 24 | 0.29× | 1.55× | ||
| Q1 24 | 0.25× | 1.55× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $120.0M | — |
| 自由现金流经营现金流 - 资本支出 | $55.8M | — |
| 自由现金流率自由现金流/营收 | 7.8% | — |
| 资本支出强度资本支出/营收 | 9.0% | — |
| 现金转化率经营现金流/净利润 | 2.30× | — |
| 过去12个月自由现金流最近4个季度 | $175.5M | — |
8季度趋势，按日历期对齐
经营现金流ACABR
| Q4 25 | $120.0M | — | ||
| Q3 25 | $160.6M | — | ||
| Q2 25 | $61.2M | $699.7M | ||
| Q1 25 | $-700.0K | $360.4M | ||
| Q4 24 | $248.2M | $236.7M | ||
| Q3 24 | $135.0M | $-125.5M | ||
| Q2 24 | $38.3M | $721.0M | ||
| Q1 24 | $80.5M | $207.4M |
自由现金流ACABR
| Q4 25 | $55.8M | — | ||
| Q3 25 | $121.0M | — | ||
| Q2 25 | $33.4M | $684.1M | ||
| Q1 25 | $-34.7M | $348.9M | ||
| Q4 24 | $194.9M | $227.9M | ||
| Q3 24 | $100.6M | $-133.4M | ||
| Q2 24 | $-9.3M | $703.2M | ||
| Q1 24 | $26.1M | $184.6M |
自由现金流率ACABR
| Q4 25 | 7.8% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 4.5% | 33.1% | ||
| Q1 25 | -5.5% | 19.3% | ||
| Q4 24 | 29.3% | 14.3% | ||
| Q3 24 | 15.7% | -9.4% | ||
| Q2 24 | -1.4% | 36.2% | ||
| Q1 24 | 4.4% | 10.7% |
资本支出强度ACABR
| Q4 25 | 9.0% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.8% | 0.8% | ||
| Q1 25 | 5.4% | 0.6% | ||
| Q4 24 | 8.0% | 0.6% | ||
| Q3 24 | 5.4% | 0.6% | ||
| Q2 24 | 7.2% | 0.9% | ||
| Q1 24 | 9.1% | 1.3% |
现金转化率ACABR
| Q4 25 | 2.30× | — | ||
| Q3 25 | 2.20× | — | ||
| Q2 25 | 1.03× | 1.87× | ||
| Q1 25 | -0.03× | 1.48× | ||
| Q4 24 | — | 1.66× | ||
| Q3 24 | 8.13× | -1.57× | ||
| Q2 24 | 0.84× | 2.23× | ||
| Q1 24 | 2.05× | 0.97× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
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% |
