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BOISE CASCADE Co（BCC）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BOISE CASCADE Co的1.2倍（$1.7B vs $1.5B），Broadridge Financial Solutions净利率更高（16.6% vs 0.6%，领先16.0%），Broadridge Financial Solutions同比增速更快（-5.4% vs -6.8%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs -5.8%）
博伊西卡斯卡德公司是总部位于美国爱达荷州博伊西的企业，主营木制品制造与建筑材料批发分销业务，产品覆盖各类建筑用木材及相关建材，为建筑行业客户提供稳定的供应链支持。
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。
BCC vs BR — 直观对比
营收规模更大
BR
是对方的1.2倍
$1.5B
营收增速更快
BR
高出1.4%
-6.8%
净利率更高
BR
高出16.0%
0.6%
两年增速更快
BR
近两年复合增速
-5.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.7B |
| 净利润 | $8.7M | $284.6M |
| 毛利率 | — | 27.6% |
| 营业利润率 | 1.1% | 12.0% |
| 净利率 | 0.6% | 16.6% |
| 营收同比 | -6.8% | -5.4% |
| 净利润同比 | -87.3% | 17.1% |
| 每股收益（稀释后） | $0.25 | $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BCCBR
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.5B | $1.8B | ||
| Q4 24 | $1.6B | $1.6B | ||
| Q3 24 | $1.7B | $1.4B | ||
| Q2 24 | $1.8B | $1.9B | ||
| Q1 24 | $1.6B | $1.7B |
净利润BCCBR
| Q4 25 | $8.7M | $284.6M | ||
| Q3 25 | $21.8M | — | ||
| Q2 25 | $62.0M | $374.2M | ||
| Q1 25 | $40.3M | $243.1M | ||
| Q4 24 | $68.9M | $142.4M | ||
| Q3 24 | $91.0M | $79.8M | ||
| Q2 24 | $112.3M | $323.2M | ||
| Q1 24 | $104.1M | $213.7M |
毛利率BCCBR
| Q4 25 | — | 27.6% | ||
| Q3 25 | — | — | ||
| 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BCCBR
| Q4 25 | 1.1% | 12.0% | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 4.6% | 24.1% | ||
| Q1 25 | 3.5% | 19.0% | ||
| Q4 24 | 5.9% | 13.3% | ||
| Q3 24 | 6.8% | 9.4% | ||
| Q2 24 | 8.2% | 22.7% | ||
| Q1 24 | 8.1% | 17.5% |
净利率BCCBR
| Q4 25 | 0.6% | 16.6% | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 3.6% | 18.1% | ||
| Q1 25 | 2.6% | 13.4% | ||
| Q4 24 | 4.4% | 9.0% | ||
| Q3 24 | 5.3% | 5.6% | ||
| Q2 24 | 6.2% | 16.6% | ||
| Q1 24 | 6.3% | 12.4% |
每股收益（稀释后）BCCBR
| Q4 25 | $0.25 | $2.42 | ||
| Q3 25 | $0.58 | — | ||
| Q2 25 | $1.64 | $3.17 | ||
| Q1 25 | $1.06 | $2.05 | ||
| Q4 24 | $1.79 | $1.20 | ||
| Q3 24 | $2.33 | $0.68 | ||
| Q2 24 | $2.84 | $2.72 | ||
| Q1 24 | $2.61 | $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 | $477.2M | $371.5M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $2.1B | $2.9B |
| 总资产 | $3.2B | $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BCCBR
| Q4 25 | $477.2M | $371.5M | ||
| Q3 25 | $511.8M | — | ||
| Q2 25 | $481.0M | $562.2M | ||
| Q1 25 | $561.8M | $317.9M | ||
| Q4 24 | $713.3M | $290.6M | ||
| Q3 24 | $761.6M | $293.5M | ||
| Q2 24 | $922.1M | $305.2M | ||
| Q1 24 | $890.2M | $236.4M |
总债务BCCBR
| 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BCCBR
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.2B | $2.7B | ||
| Q1 25 | $2.1B | $2.4B | ||
| Q4 24 | $2.2B | $2.2B | ||
| Q3 24 | $2.1B | $2.2B | ||
| Q2 24 | $2.3B | $2.2B | ||
| Q1 24 | $2.3B | $2.3B |
总资产BCCBR
| Q4 25 | $3.2B | $8.6B | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | $8.5B | ||
| Q1 25 | $3.5B | $8.3B | ||
| Q4 24 | $3.4B | $8.2B | ||
| Q3 24 | $3.4B | $8.0B | ||
| Q2 24 | $3.7B | $8.2B | ||
| Q1 24 | $3.6B | $8.2B |
负债/权益比BCCBR
| 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 | $131.0M | — |
| 自由现金流经营现金流 - 资本支出 | $77.0M | — |
| 自由现金流率自由现金流/营收 | 5.3% | — |
| 资本支出强度资本支出/营收 | 3.7% | — |
| 现金转化率经营现金流/净利润 | 15.00× | — |
| 过去12个月自由现金流最近4个季度 | $12.7M | — |
8季度趋势，按日历期对齐
经营现金流BCCBR
| Q4 25 | $131.0M | — | ||
| Q3 25 | $118.4M | — | ||
| Q2 25 | $33.2M | $699.7M | ||
| Q1 25 | $-28.5M | $360.4M | ||
| Q4 24 | $94.6M | $236.7M | ||
| Q3 24 | $174.6M | $-125.5M | ||
| Q2 24 | $141.7M | $721.0M | ||
| Q1 24 | $27.5M | $207.4M |
自由现金流BCCBR
| Q4 25 | $77.0M | — | ||
| Q3 25 | $63.2M | — | ||
| Q2 25 | $-45.9M | $684.1M | ||
| Q1 25 | $-81.7M | $348.9M | ||
| Q4 24 | $759.0K | $227.9M | ||
| Q3 24 | $112.9M | $-133.4M | ||
| Q2 24 | $101.9M | $703.2M | ||
| Q1 24 | $-6.9M | $184.6M |
自由现金流率BCCBR
| Q4 25 | 5.3% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | -2.6% | 33.1% | ||
| Q1 25 | -5.3% | 19.3% | ||
| Q4 24 | 0.0% | 14.3% | ||
| Q3 24 | 6.6% | -9.4% | ||
| Q2 24 | 5.7% | 36.2% | ||
| Q1 24 | -0.4% | 10.7% |
资本支出强度BCCBR
| Q4 25 | 3.7% | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 4.5% | 0.8% | ||
| Q1 25 | 3.5% | 0.6% | ||
| Q4 24 | 6.0% | 0.6% | ||
| Q3 24 | 3.6% | 0.6% | ||
| Q2 24 | 2.2% | 0.9% | ||
| Q1 24 | 2.1% | 1.3% |
现金转化率BCCBR
| Q4 25 | 15.00× | — | ||
| Q3 25 | 5.44× | — | ||
| Q2 25 | 0.54× | 1.87× | ||
| Q1 25 | -0.71× | 1.48× | ||
| Q4 24 | 1.37× | 1.66× | ||
| Q3 24 | 1.92× | -1.57× | ||
| Q2 24 | 1.26× | 2.23× | ||
| Q1 24 | 0.26× | 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
BCC
| General Line | $626.6M | 43% |
| Commodity Product Line | $479.9M | 33% |
| Engineered Wood Products | $256.6M | 18% |
| Plywood And Veneer | $53.3M | 4% |
| Lumber | $10.1M | 1% |
| Laminated Veneer Lumber | $8.9M | 1% |
| Other Wood Products | $4.7M | 0% |
| Other Engineered Wood Products | $3.5M | 0% |
| Ijoists | $3.3M | 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% |
