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ABERCROMBIE & FITCH CO（ANF）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ABERCROMBIE & FITCH CO的1.3倍（$1.7B vs $1.3B），Broadridge Financial Solutions净利率更高（16.6% vs 8.8%，领先7.9%），ABERCROMBIE & FITCH CO同比增速更快（6.8% vs -5.4%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs -5.8%）
A&F（阿伯克龙比与菲奇）是1892年成立的美国生活方式零售品牌，主打面向20岁出头至45岁左右客群的潮流服饰，总部位于俄亥俄州新奥尔巴尼。旗下运营Abercrombie Kids、Your Personal Best、霍利斯特（Hollister Co.）、Gilly Hicks四个子品牌，全品牌直营门店超780家。
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。
ANF vs BR — 直观对比
营收规模更大
BR
是对方的1.3倍
$1.3B
营收增速更快
ANF
高出12.2%
-5.4%
净利率更高
BR
高出7.9%
8.8%
两年增速更快
BR
近两年复合增速
-5.8%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.7B |
| 净利润 | $113.0M | $284.6M |
| 毛利率 | 62.5% | 27.6% |
| 营业利润率 | 12.0% | 12.0% |
| 净利率 | 8.8% | 16.6% |
| 营收同比 | 6.8% | -5.4% |
| 净利润同比 | -14.4% | 17.1% |
| 每股收益（稀释后） | $2.36 | $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ANFBR
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.2B | $1.6B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.0B | $1.9B | ||
| Q1 24 | $1.5B | $1.7B |
净利润ANFBR
| Q4 25 | $113.0M | $284.6M | ||
| Q3 25 | $141.4M | — | ||
| Q2 25 | $80.4M | $374.2M | ||
| Q1 25 | $187.2M | $243.1M | ||
| Q4 24 | $132.0M | $142.4M | ||
| Q3 24 | $133.2M | $79.8M | ||
| Q2 24 | $113.8M | $323.2M | ||
| Q1 24 | $158.4M | $213.7M |
毛利率ANFBR
| Q4 25 | 62.5% | 27.6% | ||
| Q3 25 | 62.6% | — | ||
| Q2 25 | 62.0% | 37.3% | ||
| Q1 25 | — | 31.8% | ||
| Q4 24 | 65.1% | 27.9% | ||
| Q3 24 | 64.9% | 24.5% | ||
| Q2 24 | 66.4% | 35.5% | ||
| Q1 24 | 62.9% | 31.2% |
营业利润率ANFBR
| Q4 25 | 12.0% | 12.0% | ||
| Q3 25 | 17.1% | — | ||
| Q2 25 | 9.3% | 24.1% | ||
| Q1 25 | 16.2% | 19.0% | ||
| Q4 24 | 14.8% | 13.3% | ||
| Q3 24 | 15.5% | 9.4% | ||
| Q2 24 | 12.7% | 22.7% | ||
| Q1 24 | 15.3% | 17.5% |
净利率ANFBR
| Q4 25 | 8.8% | 16.6% | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 7.3% | 18.1% | ||
| Q1 25 | 11.8% | 13.4% | ||
| Q4 24 | 10.9% | 9.0% | ||
| Q3 24 | 11.7% | 5.6% | ||
| Q2 24 | 11.2% | 16.6% | ||
| Q1 24 | 10.9% | 12.4% |
每股收益（稀释后）ANFBR
| Q4 25 | $2.36 | $2.42 | ||
| Q3 25 | $2.91 | — | ||
| Q2 25 | $1.59 | $3.17 | ||
| Q1 25 | $3.55 | $2.05 | ||
| Q4 24 | $2.50 | $1.20 | ||
| Q3 24 | $2.50 | $0.68 | ||
| Q2 24 | $2.14 | $2.72 | ||
| Q1 24 | $2.97 | $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 | $631.0M | $371.5M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $1.3B | $2.9B |
| 总资产 | $3.5B | $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ANFBR
| Q4 25 | $631.0M | $371.5M | ||
| Q3 25 | $603.5M | — | ||
| Q2 25 | $607.6M | $562.2M | ||
| Q1 25 | $888.9M | $317.9M | ||
| Q4 24 | $738.9M | $290.6M | ||
| Q3 24 | $738.4M | $293.5M | ||
| Q2 24 | $864.2M | $305.2M | ||
| Q1 24 | $900.9M | $236.4M |
总债务ANFBR
| 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ANFBR
| Q4 25 | $1.3B | $2.9B | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.2B | $2.7B | ||
| Q1 25 | $1.3B | $2.4B | ||
| Q4 24 | $1.2B | $2.2B | ||
| Q3 24 | $1.2B | $2.2B | ||
| Q2 24 | $1.1B | $2.2B | ||
| Q1 24 | $1.0B | $2.3B |
总资产ANFBR
| Q4 25 | $3.5B | $8.6B | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $3.1B | $8.5B | ||
| Q1 25 | $3.3B | $8.3B | ||
| Q4 24 | $3.3B | $8.2B | ||
| Q3 24 | $3.0B | $8.0B | ||
| Q2 24 | $3.0B | $8.2B | ||
| Q1 24 | $3.0B | $8.2B |
负债/权益比ANFBR
| 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 | $200.1M | — |
| 自由现金流经营现金流 - 资本支出 | $131.8M | — |
| 自由现金流率自由现金流/营收 | 10.2% | — |
| 资本支出强度资本支出/营收 | 5.3% | — |
| 现金转化率经营现金流/净利润 | 1.77× | — |
| 过去12个月自由现金流最近4个季度 | $384.5M | — |
8季度趋势，按日历期对齐
经营现金流ANFBR
| Q4 25 | $200.1M | — | ||
| Q3 25 | $116.9M | — | ||
| Q2 25 | $-4.0M | $699.7M | ||
| Q1 25 | $307.6M | $360.4M | ||
| Q4 24 | $142.6M | $236.7M | ||
| Q3 24 | $165.1M | $-125.5M | ||
| Q2 24 | $95.0M | $721.0M | ||
| Q1 24 | $303.3M | $207.4M |
自由现金流ANFBR
| Q4 25 | $131.8M | — | ||
| Q3 25 | $50.7M | — | ||
| Q2 25 | $-54.8M | $684.1M | ||
| Q1 25 | $256.8M | $348.9M | ||
| Q4 24 | $92.2M | $227.9M | ||
| Q3 24 | $122.3M | $-133.4M | ||
| Q2 24 | $56.1M | $703.2M | ||
| Q1 24 | $274.1M | $184.6M |
自由现金流率ANFBR
| Q4 25 | 10.2% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | -5.0% | 33.1% | ||
| Q1 25 | 16.2% | 19.3% | ||
| Q4 24 | 7.6% | 14.3% | ||
| Q3 24 | 10.8% | -9.4% | ||
| Q2 24 | 5.5% | 36.2% | ||
| Q1 24 | 18.9% | 10.7% |
资本支出强度ANFBR
| Q4 25 | 5.3% | — | ||
| Q3 25 | 5.5% | — | ||
| Q2 25 | 4.6% | 0.8% | ||
| Q1 25 | 3.2% | 0.6% | ||
| Q4 24 | 4.2% | 0.6% | ||
| Q3 24 | 3.8% | 0.6% | ||
| Q2 24 | 3.8% | 0.9% | ||
| Q1 24 | 2.0% | 1.3% |
现金转化率ANFBR
| Q4 25 | 1.77× | — | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | -0.05× | 1.87× | ||
| Q1 25 | 1.64× | 1.48× | ||
| Q4 24 | 1.08× | 1.66× | ||
| Q3 24 | 1.24× | -1.57× | ||
| Q2 24 | 0.83× | 2.23× | ||
| Q1 24 | 1.91× | 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
ANF
| Hollister | $673.3M | 52% |
| Abercrombie | $617.3M | 48% |
| Gift Card | $25.7M | 2% |
| Royalty | $19.5M | 2% |
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% |
