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AES Corporation（AES）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
AES Corporation的季度营收约是Broadridge Financial Solutions的1.8倍（$3.1B vs $1.7B），Broadridge Financial Solutions净利率更高（16.6% vs 10.3%，领先6.3%），AES Corporation同比增速更快（4.7% vs -5.4%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs 0.3%）
AES公司是美国知名公用事业及发电企业，总部位于弗吉尼亚州阿灵顿，位列《财富》全球500强。集团在全球15个国家运营电力生产及分销业务，持有并运营多座发电厂，向终端用户、公用事业机构、工业设施等客户售电，全球员工总数达10500人。
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。
AES vs BR — 直观对比
营收规模更大
AES
是对方的1.8倍
$1.7B
营收增速更快
AES
高出10.1%
-5.4%
净利率更高
BR
高出6.3%
10.3%
两年增速更快
BR
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.7B |
| 净利润 | $320.0M | $284.6M |
| 毛利率 | 18.8% | 27.6% |
| 营业利润率 | -8.7% | 12.0% |
| 净利率 | 10.3% | 16.6% |
| 营收同比 | 4.7% | -5.4% |
| 净利润同比 | -42.9% | 17.1% |
| 每股收益（稀释后） | $0.45 | $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AESBR
| Q4 25 | $3.1B | $1.7B | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $2.9B | $2.1B | ||
| Q1 25 | $2.9B | $1.8B | ||
| Q4 24 | $3.0B | $1.6B | ||
| Q3 24 | $3.3B | $1.4B | ||
| Q2 24 | $2.9B | $1.9B | ||
| Q1 24 | $3.1B | $1.7B |
净利润AESBR
| Q4 25 | $320.0M | $284.6M | ||
| Q3 25 | $639.0M | — | ||
| Q2 25 | $-95.0M | $374.2M | ||
| Q1 25 | $46.0M | $243.1M | ||
| Q4 24 | $560.0M | $142.4M | ||
| Q3 24 | $502.0M | $79.8M | ||
| Q2 24 | $185.0M | $323.2M | ||
| Q1 24 | $432.0M | $213.7M |
毛利率AESBR
| Q4 25 | 18.8% | 27.6% | ||
| Q3 25 | 21.9% | — | ||
| Q2 25 | 15.9% | 37.3% | ||
| Q1 25 | 15.1% | 31.8% | ||
| Q4 24 | 14.2% | 27.9% | ||
| Q3 24 | 22.0% | 24.5% | ||
| Q2 24 | 18.8% | 35.5% | ||
| Q1 24 | 20.1% | 31.2% |
营业利润率AESBR
| Q4 25 | -8.7% | 12.0% | ||
| Q3 25 | 9.8% | — | ||
| Q2 25 | 1.4% | 24.1% | ||
| Q1 25 | -0.8% | 19.0% | ||
| Q4 24 | 12.3% | 13.3% | ||
| Q3 24 | 10.0% | 9.4% | ||
| Q2 24 | -2.6% | 22.7% | ||
| Q1 24 | 9.0% | 17.5% |
净利率AESBR
| Q4 25 | 10.3% | 16.6% | ||
| Q3 25 | 19.1% | — | ||
| Q2 25 | -3.3% | 18.1% | ||
| Q1 25 | 1.6% | 13.4% | ||
| Q4 24 | 18.9% | 9.0% | ||
| Q3 24 | 15.3% | 5.6% | ||
| Q2 24 | 6.3% | 16.6% | ||
| Q1 24 | 14.0% | 12.4% |
每股收益（稀释后）AESBR
| Q4 25 | $0.45 | $2.42 | ||
| Q3 25 | $0.89 | — | ||
| Q2 25 | $-0.15 | $3.17 | ||
| Q1 25 | $0.07 | $2.05 | ||
| Q4 24 | $0.78 | $1.20 | ||
| Q3 24 | $0.71 | $0.68 | ||
| Q2 24 | $0.27 | $2.72 | ||
| Q1 24 | $0.60 | $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 | $1.6B | $371.5M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $4.1B | $2.9B |
| 总资产 | $51.8B | $8.6B |
| 负债/权益比越低杠杆越低 | — | 1.10× |
8季度趋势，按日历期对齐
现金及短期投资AESBR
| Q4 25 | $1.6B | $371.5M | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.4B | $562.2M | ||
| Q1 25 | $1.8B | $317.9M | ||
| Q4 24 | $1.6B | $290.6M | ||
| Q3 24 | $2.0B | $293.5M | ||
| Q2 24 | $1.8B | $305.2M | ||
| Q1 24 | $2.4B | $236.4M |
总债务AESBR
| 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 |
股东权益AESBR
| Q4 25 | $4.1B | $2.9B | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $3.4B | $2.7B | ||
| Q1 25 | $3.5B | $2.4B | ||
| Q4 24 | $3.6B | $2.2B | ||
| Q3 24 | $3.3B | $2.2B | ||
| Q2 24 | $3.1B | $2.2B | ||
| Q1 24 | $2.9B | $2.3B |
总资产AESBR
| Q4 25 | $51.8B | $8.6B | ||
| Q3 25 | $50.8B | — | ||
| Q2 25 | $48.5B | $8.5B | ||
| Q1 25 | $48.6B | $8.3B | ||
| Q4 24 | $47.4B | $8.2B | ||
| Q3 24 | $50.1B | $8.0B | ||
| Q2 24 | $47.7B | $8.2B | ||
| Q1 24 | $47.0B | $8.2B |
负债/权益比AESBR
| 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× |
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 | $1.5B | — |
| 自由现金流经营现金流 - 资本支出 | $-47.0M | — |
| 自由现金流率自由现金流/营收 | -1.5% | — |
| 资本支出强度资本支出/营收 | 49.5% | — |
| 现金转化率经营现金流/净利润 | 4.65× | — |
| 过去12个月自由现金流最近4个季度 | $-1.6B | — |
8季度趋势，按日历期对齐
经营现金流AESBR
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $976.0M | $699.7M | ||
| Q1 25 | $545.0M | $360.4M | ||
| Q4 24 | $1.1B | $236.7M | ||
| Q3 24 | $985.0M | $-125.5M | ||
| Q2 24 | $392.0M | $721.0M | ||
| Q1 24 | $287.0M | $207.4M |
自由现金流AESBR
| Q4 25 | $-47.0M | — | ||
| Q3 25 | $-511.0M | — | ||
| Q2 25 | $-356.0M | $684.1M | ||
| Q1 25 | $-709.0M | $348.9M | ||
| Q4 24 | $-639.0M | $227.9M | ||
| Q3 24 | $-847.0M | $-133.4M | ||
| Q2 24 | $-1.3B | $703.2M | ||
| Q1 24 | $-1.9B | $184.6M |
自由现金流率AESBR
| Q4 25 | -1.5% | — | ||
| Q3 25 | -15.2% | — | ||
| Q2 25 | -12.5% | 33.1% | ||
| Q1 25 | -24.2% | 19.3% | ||
| Q4 24 | -21.6% | 14.3% | ||
| Q3 24 | -25.8% | -9.4% | ||
| Q2 24 | -43.9% | 36.2% | ||
| Q1 24 | -60.3% | 10.7% |
资本支出强度AESBR
| Q4 25 | 49.5% | — | ||
| Q3 25 | 54.0% | — | ||
| Q2 25 | 46.7% | 0.8% | ||
| Q1 25 | 42.9% | 0.6% | ||
| Q4 24 | 58.3% | 0.6% | ||
| Q3 24 | 55.7% | 0.6% | ||
| Q2 24 | 57.3% | 0.9% | ||
| Q1 24 | 69.6% | 1.3% |
现金转化率AESBR
| Q4 25 | 4.65× | — | ||
| Q3 25 | 2.03× | — | ||
| Q2 25 | — | 1.87× | ||
| Q1 25 | 11.85× | 1.48× | ||
| Q4 24 | 1.94× | 1.66× | ||
| Q3 24 | 1.96× | -1.57× | ||
| Q2 24 | 2.12× | 2.23× | ||
| Q1 24 | 0.66× | 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
AES
| Electric Distribution | $1.0B | 33% |
| Regulated Revenue | $1.0B | 33% |
| Renewables | $786.0M | 25% |
| AES Andes | $225.0M | 7% |
| Corporate Other And Other | $38.0M | 1% |
| Other Expense | $10.0M | 0% |
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% |
