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AAR CORP（AIR）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AAR CORP的2.2倍（$1.7B vs $795.3M）。Broadridge Financial Solutions净利率更高（16.6% vs 4.4%，领先12.3%）。AAR CORP同比增速更快（15.9% vs -5.4%）
AAR CORP是一家美国航空服务企业，为全球商业及政府客户提供飞机维护相关服务，总部位于伊利诺伊州芝加哥郊区的伍德戴尔，在约30个国家开展业务，现有员工约6000人，现任首席执行官为约翰·霍姆斯。
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。
AIR vs BR — 直观对比
营收规模更大
BR
是对方的2.2倍
$795.3M
营收增速更快
AIR
高出21.3%
-5.4%
净利率更高
BR
高出12.3%
4.4%
损益表 — Q2 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $795.3M | $1.7B |
| 净利润 | $34.6M | $284.6M |
| 毛利率 | 19.7% | 27.6% |
| 营业利润率 | 6.0% | 12.0% |
| 净利率 | 4.4% | 16.6% |
| 营收同比 | 15.9% | -5.4% |
| 净利润同比 | 213.1% | 17.1% |
| 每股收益（稀释后） | $0.90 | $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AIRBR
| Q4 25 | $795.3M | $1.7B | ||
| Q3 25 | $739.6M | — | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.9B | ||
| Q1 24 | — | $1.7B |
净利润AIRBR
| Q4 25 | $34.6M | $284.6M | ||
| Q3 25 | $34.4M | — | ||
| Q2 25 | — | $374.2M | ||
| Q1 25 | — | $243.1M | ||
| Q4 24 | — | $142.4M | ||
| Q3 24 | — | $79.8M | ||
| Q2 24 | — | $323.2M | ||
| Q1 24 | — | $213.7M |
毛利率AIRBR
| Q4 25 | 19.7% | 27.6% | ||
| Q3 25 | 18.1% | — | ||
| Q2 25 | — | 37.3% | ||
| Q1 25 | — | 31.8% | ||
| Q4 24 | — | 27.9% | ||
| Q3 24 | — | 24.5% | ||
| Q2 24 | — | 35.5% | ||
| Q1 24 | — | 31.2% |
营业利润率AIRBR
| Q4 25 | 6.0% | 12.0% | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | — | 24.1% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | — | 13.3% | ||
| Q3 24 | — | 9.4% | ||
| Q2 24 | — | 22.7% | ||
| Q1 24 | — | 17.5% |
净利率AIRBR
| Q4 25 | 4.4% | 16.6% | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | — | 18.1% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | — | 16.6% | ||
| Q1 24 | — | 12.4% |
每股收益（稀释后）AIRBR
| Q4 25 | $0.90 | $2.42 | ||
| Q3 25 | $0.95 | — | ||
| Q2 25 | — | $3.17 | ||
| Q1 25 | — | $2.05 | ||
| Q4 24 | — | $1.20 | ||
| Q3 24 | — | $0.68 | ||
| Q2 24 | — | $2.72 | ||
| Q1 24 | — | $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 | $75.6M | $371.5M |
| 总债务越低越好 | $952.7M | $3.2B |
| 股东权益账面价值 | $1.6B | $2.9B |
| 总资产 | $3.2B | $8.6B |
| 负债/权益比越低杠杆越低 | 0.61× | 1.10× |
8季度趋势，按日历期对齐
现金及短期投资AIRBR
| Q4 25 | $75.6M | $371.5M | ||
| Q3 25 | $80.0M | — | ||
| Q2 25 | — | $562.2M | ||
| Q1 25 | — | $317.9M | ||
| Q4 24 | — | $290.6M | ||
| Q3 24 | — | $293.5M | ||
| Q2 24 | — | $305.2M | ||
| Q1 24 | — | $236.4M |
总债务AIRBR
| Q4 25 | $952.7M | $3.2B | ||
| Q3 25 | $1.0B | — | ||
| 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AIRBR
| Q4 25 | $1.6B | $2.9B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.2B | ||
| Q1 24 | — | $2.3B |
总资产AIRBR
| Q4 25 | $3.2B | $8.6B | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | — | $8.5B | ||
| Q1 25 | — | $8.3B | ||
| Q4 24 | — | $8.2B | ||
| Q3 24 | — | $8.0B | ||
| Q2 24 | — | $8.2B | ||
| Q1 24 | — | $8.2B |
负债/权益比AIRBR
| Q4 25 | 0.61× | 1.10× | ||
| Q3 25 | 0.82× | — | ||
| 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 | $13.6M | — |
| 自由现金流经营现金流 - 资本支出 | $6.2M | — |
| 自由现金流率自由现金流/营收 | 0.8% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 0.39× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AIRBR
| Q4 25 | $13.6M | — | ||
| Q3 25 | $-44.9M | — | ||
| Q2 25 | — | $699.7M | ||
| Q1 25 | — | $360.4M | ||
| Q4 24 | — | $236.7M | ||
| Q3 24 | — | $-125.5M | ||
| Q2 24 | — | $721.0M | ||
| Q1 24 | — | $207.4M |
自由现金流AIRBR
| Q4 25 | $6.2M | — | ||
| Q3 25 | $-53.6M | — | ||
| Q2 25 | — | $684.1M | ||
| Q1 25 | — | $348.9M | ||
| Q4 24 | — | $227.9M | ||
| Q3 24 | — | $-133.4M | ||
| Q2 24 | — | $703.2M | ||
| Q1 24 | — | $184.6M |
自由现金流率AIRBR
| Q4 25 | 0.8% | — | ||
| Q3 25 | -7.2% | — | ||
| Q2 25 | — | 33.1% | ||
| Q1 25 | — | 19.3% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | — | -9.4% | ||
| Q2 24 | — | 36.2% | ||
| Q1 24 | — | 10.7% |
资本支出强度AIRBR
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.3% |
现金转化率AIRBR
| Q4 25 | 0.39× | — | ||
| Q3 25 | -1.31× | — | ||
| Q2 25 | — | 1.87× | ||
| Q1 25 | — | 1.48× | ||
| Q4 24 | — | 1.66× | ||
| Q3 24 | — | -1.57× | ||
| Q2 24 | — | 2.23× | ||
| Q1 24 | — | 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
AIR
| Commercial Customer | $268.1M | 34% |
| Repair And Engineering | $244.5M | 31% |
| Integrated Solutions | $175.8M | 22% |
| Government And Defense Customer | $85.5M | 11% |
| Expeditionary Services | $21.4M | 3% |
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% |
