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ACUITY INC. (DE)（AYI）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ACUITY INC. (DE)的1.5倍（$1.7B vs $1.1B），Broadridge Financial Solutions净利率更高（16.6% vs 10.5%，领先6.1%），ACUITY INC. (DE)同比增速更快（20.2% vs -5.4%），过去两年ACUITY INC. (DE)的营收复合增速更高（12.4% vs 10.4%）
Squarespace是总部位于美国纽约的网站搭建与托管服务商，以SaaS模式提供一站式网站建设及托管服务，用户可借助平台预置的模板和拖拽式组件，无需专业代码能力即可快速创建、调整网页内容。
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。
AYI vs BR — 直观对比
营收规模更大
BR
是对方的1.5倍
$1.1B
营收增速更快
AYI
高出25.6%
-5.4%
净利率更高
BR
高出6.1%
10.5%
两年增速更快
AYI
近两年复合增速
10.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.7B |
| 净利润 | $120.5M | $284.6M |
| 毛利率 | 48.4% | 27.6% |
| 营业利润率 | 14.0% | 12.0% |
| 净利率 | 10.5% | 16.6% |
| 营收同比 | 20.2% | -5.4% |
| 净利润同比 | 12.9% | 17.1% |
| 每股收益（稀释后） | $3.82 | $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AYIBR
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $951.6M | $1.6B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $968.1M | $1.9B | ||
| Q1 24 | $905.9M | $1.7B |
净利润AYIBR
| Q4 25 | $120.5M | $284.6M | ||
| Q3 25 | $114.0M | — | ||
| Q2 25 | $98.4M | $374.2M | ||
| Q1 25 | $77.5M | $243.1M | ||
| Q4 24 | $106.7M | $142.4M | ||
| Q3 24 | $118.9M | $79.8M | ||
| Q2 24 | $113.9M | $323.2M | ||
| Q1 24 | $89.2M | $213.7M |
毛利率AYIBR
| Q4 25 | 48.4% | 27.6% | ||
| Q3 25 | 48.9% | — | ||
| Q2 25 | 48.4% | 37.3% | ||
| Q1 25 | 46.5% | 31.8% | ||
| Q4 24 | 47.2% | 27.9% | ||
| Q3 24 | 47.3% | 24.5% | ||
| Q2 24 | 46.7% | 35.5% | ||
| Q1 24 | 45.5% | 31.2% |
营业利润率AYIBR
| Q4 25 | 14.0% | 12.0% | ||
| Q3 25 | 14.9% | — | ||
| Q2 25 | 11.9% | 24.1% | ||
| Q1 25 | 11.0% | 19.0% | ||
| Q4 24 | 14.0% | 13.3% | ||
| Q3 24 | 15.2% | 9.4% | ||
| Q2 24 | 15.0% | 22.7% | ||
| Q1 24 | 13.0% | 17.5% |
净利率AYIBR
| Q4 25 | 10.5% | 16.6% | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 8.3% | 18.1% | ||
| Q1 25 | 7.7% | 13.4% | ||
| Q4 24 | 11.2% | 9.0% | ||
| Q3 24 | 11.5% | 5.6% | ||
| Q2 24 | 11.8% | 16.6% | ||
| Q1 24 | 9.8% | 12.4% |
每股收益（稀释后）AYIBR
| Q4 25 | $3.82 | $2.42 | ||
| Q3 25 | $3.61 | — | ||
| Q2 25 | $3.12 | $3.17 | ||
| Q1 25 | $2.45 | $2.05 | ||
| Q4 24 | $3.35 | $1.20 | ||
| Q3 24 | $3.77 | $0.68 | ||
| Q2 24 | $3.62 | $2.72 | ||
| Q1 24 | $2.84 | $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 | $376.1M | $371.5M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $2.8B | $2.9B |
| 总资产 | $4.7B | $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AYIBR
| Q4 25 | $376.1M | $371.5M | ||
| Q3 25 | $422.5M | — | ||
| Q2 25 | $371.8M | $562.2M | ||
| Q1 25 | $397.9M | $317.9M | ||
| Q4 24 | $935.6M | $290.6M | ||
| Q3 24 | $845.8M | $293.5M | ||
| Q2 24 | $699.0M | $305.2M | ||
| Q1 24 | $578.9M | $236.4M |
总债务AYIBR
| 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AYIBR
| Q4 25 | $2.8B | $2.9B | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.6B | $2.7B | ||
| Q1 25 | $2.5B | $2.4B | ||
| Q4 24 | $2.5B | $2.2B | ||
| Q3 24 | $2.4B | $2.2B | ||
| Q2 24 | $2.3B | $2.2B | ||
| Q1 24 | $2.1B | $2.3B |
总资产AYIBR
| Q4 25 | $4.7B | $8.6B | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $4.6B | $8.5B | ||
| Q1 25 | $4.6B | $8.3B | ||
| Q4 24 | $3.9B | $8.2B | ||
| Q3 24 | $3.8B | $8.0B | ||
| Q2 24 | $3.6B | $8.2B | ||
| Q1 24 | $3.5B | $8.2B |
负债/权益比AYIBR
| 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 | $140.8M | — |
| 自由现金流经营现金流 - 资本支出 | $114.8M | — |
| 自由现金流率自由现金流/营收 | 10.0% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 现金转化率经营现金流/净利润 | 1.17× | — |
| 过去12个月自由现金流最近4个季度 | $534.5M | — |
8季度趋势，按日历期对齐
经营现金流AYIBR
| Q4 25 | $140.8M | — | ||
| Q3 25 | $202.5M | — | ||
| Q2 25 | $207.3M | $699.7M | ||
| Q1 25 | $59.4M | $360.4M | ||
| Q4 24 | $132.2M | $236.7M | ||
| Q3 24 | $174.1M | $-125.5M | ||
| Q2 24 | $152.5M | $721.0M | ||
| Q1 24 | $102.6M | $207.4M |
自由现金流AYIBR
| Q4 25 | $114.8M | — | ||
| Q3 25 | $177.7M | — | ||
| Q2 25 | $192.3M | $684.1M | ||
| Q1 25 | $49.7M | $348.9M | ||
| Q4 24 | $113.3M | $227.9M | ||
| Q3 24 | $151.1M | $-133.4M | ||
| Q2 24 | $140.5M | $703.2M | ||
| Q1 24 | $88.2M | $184.6M |
自由现金流率AYIBR
| Q4 25 | 10.0% | — | ||
| Q3 25 | 14.7% | — | ||
| Q2 25 | 16.3% | 33.1% | ||
| Q1 25 | 4.9% | 19.3% | ||
| Q4 24 | 11.9% | 14.3% | ||
| Q3 24 | 14.6% | -9.4% | ||
| Q2 24 | 14.5% | 36.2% | ||
| Q1 24 | 9.7% | 10.7% |
资本支出强度AYIBR
| Q4 25 | 2.3% | — | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.3% | 0.8% | ||
| Q1 25 | 1.0% | 0.6% | ||
| Q4 24 | 2.0% | 0.6% | ||
| Q3 24 | 2.2% | 0.6% | ||
| Q2 24 | 1.2% | 0.9% | ||
| Q1 24 | 1.6% | 1.3% |
现金转化率AYIBR
| Q4 25 | 1.17× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 2.11× | 1.87× | ||
| Q1 25 | 0.77× | 1.48× | ||
| Q4 24 | 1.24× | 1.66× | ||
| Q3 24 | 1.46× | -1.57× | ||
| Q2 24 | 1.34× | 2.23× | ||
| Q1 24 | 1.15× | 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
AYI
| Sales Channel Through Independent Sales Network | $616.7M | 54% |
| Acuity Intelligent Spaces | $248.1M | 22% |
| QSCLLC | $95.1M | 8% |
| Sales Channel Through Direct Sales Network | $70.6M | 6% |
| Sales Channel Through Original Equipment Manufacturer And Other | $49.1M | 4% |
| Sales Channel Through Corporate Accounts Network | $40.7M | 4% |
| Sales Channel Through Retail | $40.3M | 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% |
