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布林克公司（BCO）与明晟（MSCI）财务数据对比。点击上方公司名可切换其他公司
布林克公司的季度营收约是明晟的1.7倍（$1.4B vs $822.5M），明晟净利率更高（34.6% vs 4.9%，领先29.7%），明晟同比增速更快（10.6% vs 9.1%），过去两年明晟的营收复合增速更高（10.0% vs 5.6%）
布林克公司是总部位于美国弗吉尼亚州里士满的现金处理服务企业，业务范围涵盖武装押运、ATM机加钞与维护，还提供金库外包、货币处理、智能保险柜服务、贵重物品国际运输等现金管理与支付相关解决方案。
MSCI（明晟）是总部位于美国纽约的金融服务企业，为全球市场提供股票、固定收益、房地产指数、多资产组合分析工具及ESG、气候金融相关产品，旗下运营MSCI全球指数、MSCI新兴市场指数、MSCI全球所有国家（ACWI）指数等多款知名指数产品。
BCO vs MSCI — 直观对比
营收规模更大
BCO
是对方的1.7倍
$822.5M
营收增速更快
MSCI
高出1.5%
9.1%
净利率更高
MSCI
高出29.7%
4.9%
两年增速更快
MSCI
近两年复合增速
5.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $822.5M |
| 净利润 | $68.1M | $284.7M |
| 毛利率 | 27.7% | — |
| 营业利润率 | 13.1% | 56.4% |
| 净利率 | 4.9% | 34.6% |
| 营收同比 | 9.1% | 10.6% |
| 净利润同比 | 76.9% | -6.8% |
| 每股收益（稀释后） | $1.62 | $3.81 |
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BCOMSCI
| Q4 25 | $1.4B | $822.5M | ||
| Q3 25 | $1.3B | $793.4M | ||
| Q2 25 | $1.3B | $772.7M | ||
| Q1 25 | $1.2B | $745.8M | ||
| Q4 24 | $1.3B | $743.5M | ||
| Q3 24 | $1.3B | $724.7M | ||
| Q2 24 | $1.3B | $707.9M | ||
| Q1 24 | $1.2B | $680.0M |
净利润BCOMSCI
| Q4 25 | $68.1M | $284.7M | ||
| Q3 25 | $36.3M | $325.4M | ||
| Q2 25 | $43.7M | $303.6M | ||
| Q1 25 | $51.6M | $288.6M | ||
| Q4 24 | $38.5M | $305.5M | ||
| Q3 24 | $28.9M | $280.9M | ||
| Q2 24 | $46.2M | $266.8M | ||
| Q1 24 | $49.3M | $256.0M |
毛利率BCOMSCI
| Q4 25 | 27.7% | — | ||
| Q3 25 | 25.8% | — | ||
| Q2 25 | 24.9% | — | ||
| Q1 25 | 24.6% | — | ||
| Q4 24 | 26.1% | — | ||
| Q3 24 | 25.0% | — | ||
| Q2 24 | 25.2% | — | ||
| Q1 24 | 25.0% | — |
营业利润率BCOMSCI
| Q4 25 | 13.1% | 56.4% | ||
| Q3 25 | 11.4% | 56.4% | ||
| Q2 25 | 10.3% | 55.0% | ||
| Q1 25 | 9.6% | 50.6% | ||
| Q4 24 | 8.3% | 54.5% | ||
| Q3 24 | 8.9% | 55.4% | ||
| Q2 24 | 9.3% | 54.0% | ||
| Q1 24 | 9.8% | 49.9% |
净利率BCOMSCI
| Q4 25 | 4.9% | 34.6% | ||
| Q3 25 | 2.7% | 41.0% | ||
| Q2 25 | 3.4% | 39.3% | ||
| Q1 25 | 4.1% | 38.7% | ||
| Q4 24 | 3.0% | 41.1% | ||
| Q3 24 | 2.3% | 38.8% | ||
| Q2 24 | 3.7% | 37.7% | ||
| Q1 24 | 4.0% | 37.6% |
每股收益（稀释后）BCOMSCI
| Q4 25 | $1.62 | $3.81 | ||
| Q3 25 | $0.86 | $4.25 | ||
| Q2 25 | $1.03 | $3.92 | ||
| Q1 25 | $1.18 | $3.71 | ||
| Q4 24 | $0.87 | $3.89 | ||
| Q3 24 | $0.65 | $3.57 | ||
| Q2 24 | $1.02 | $3.37 | ||
| Q1 24 | $1.09 | $3.22 |
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 | $1.7B | $515.3M |
| 总债务越低越好 | $4.0B | $6.2B |
| 股东权益账面价值 | $277.7M | $-2.7B |
| 总资产 | $7.3B | $5.7B |
| 负债/权益比越低杠杆越低 | 14.31× | — |
8季度趋势，按日历期对齐
现金及短期投资BCOMSCI
| Q4 25 | $1.7B | $515.3M | ||
| Q3 25 | $1.3B | $400.1M | ||
| Q2 25 | $1.4B | $347.3M | ||
| Q1 25 | $1.2B | $360.7M | ||
| Q4 24 | $1.4B | $409.4M | ||
| Q3 24 | $1.2B | $501.0M | ||
| Q2 24 | $1.2B | $451.4M | ||
| Q1 24 | $1.1B | $519.3M |
总债务BCOMSCI
| Q4 25 | $4.0B | $6.2B | ||
| Q3 25 | $3.8B | $5.5B | ||
| Q2 25 | $3.9B | $4.5B | ||
| Q1 25 | $3.7B | $4.5B | ||
| Q4 24 | $3.7B | $4.5B | ||
| Q3 24 | $3.7B | $4.5B | ||
| Q2 24 | $3.6B | $4.5B | ||
| Q1 24 | $3.4B | $4.5B |
股东权益BCOMSCI
| Q4 25 | $277.7M | $-2.7B | ||
| Q3 25 | $268.5M | $-1.9B | ||
| Q2 25 | $254.6M | $-886.2M | ||
| Q1 25 | $205.8M | $-958.6M | ||
| Q4 24 | $184.9M | $-940.0M | ||
| Q3 24 | $277.1M | $-751.0M | ||
| Q2 24 | $320.5M | $-734.5M | ||
| Q1 24 | $396.4M | $-650.5M |
总资产BCOMSCI
| Q4 25 | $7.3B | $5.7B | ||
| Q3 25 | $7.0B | $5.4B | ||
| Q2 25 | $7.1B | $5.4B | ||
| Q1 25 | $6.6B | $5.3B | ||
| Q4 24 | $6.6B | $5.4B | ||
| Q3 24 | $6.7B | $5.4B | ||
| Q2 24 | $6.6B | $5.5B | ||
| Q1 24 | $6.7B | $5.5B |
负债/权益比BCOMSCI
| Q4 25 | 14.31× | — | ||
| Q3 25 | 14.05× | — | ||
| Q2 25 | 15.48× | — | ||
| Q1 25 | 18.19× | — | ||
| Q4 24 | 20.26× | — | ||
| Q3 24 | 13.39× | — | ||
| Q2 24 | 11.26× | — | ||
| Q1 24 | 8.67× | — |
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 | — | $501.1M |
| 自由现金流经营现金流 - 资本支出 | — | $488.7M |
| 自由现金流率自由现金流/营收 | — | 59.4% |
| 资本支出强度资本支出/营收 | 3.5% | 1.5% |
| 现金转化率经营现金流/净利润 | — | 1.76× |
| 过去12个月自由现金流最近4个季度 | — | $1.5B |
8季度趋势，按日历期对齐
经营现金流BCOMSCI
| Q4 25 | — | $501.1M | ||
| Q3 25 | $122.1M | $449.4M | ||
| Q2 25 | — | $336.1M | ||
| Q1 25 | $-60.2M | $301.7M | ||
| Q4 24 | $369.8M | $430.6M | ||
| Q3 24 | $58.4M | $421.6M | ||
| Q2 24 | $-66.1M | $349.2M | ||
| Q1 24 | $63.9M | $300.1M |
自由现金流BCOMSCI
| Q4 25 | — | $488.7M | ||
| Q3 25 | $77.4M | $445.5M | ||
| Q2 25 | — | $324.7M | ||
| Q1 25 | $-119.1M | $290.2M | ||
| Q4 24 | $307.2M | $416.4M | ||
| Q3 24 | $7.4M | $415.0M | ||
| Q2 24 | $-122.8M | $340.6M | ||
| Q1 24 | $11.7M | $295.9M |
自由现金流率BCOMSCI
| Q4 25 | — | 59.4% | ||
| Q3 25 | 5.8% | 56.2% | ||
| Q2 25 | — | 42.0% | ||
| Q1 25 | -9.6% | 38.9% | ||
| Q4 24 | 24.3% | 56.0% | ||
| Q3 24 | 0.6% | 57.3% | ||
| Q2 24 | -9.8% | 48.1% | ||
| Q1 24 | 0.9% | 43.5% |
资本支出强度BCOMSCI
| Q4 25 | 3.5% | 1.5% | ||
| Q3 25 | 3.3% | 0.5% | ||
| Q2 25 | 4.0% | 1.5% | ||
| Q1 25 | 4.7% | 1.5% | ||
| Q4 24 | 5.0% | 1.9% | ||
| Q3 24 | 4.1% | 0.9% | ||
| Q2 24 | 4.5% | 1.2% | ||
| Q1 24 | 4.2% | 0.6% |
现金转化率BCOMSCI
| Q4 25 | — | 1.76× | ||
| Q3 25 | 3.36× | 1.38× | ||
| Q2 25 | — | 1.11× | ||
| Q1 25 | -1.17× | 1.05× | ||
| Q4 24 | 9.61× | 1.41× | ||
| Q3 24 | 2.02× | 1.50× | ||
| Q2 24 | -1.43× | 1.31× | ||
| Q1 24 | 1.30× | 1.17× |
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
BCO
暂无分部数据
MSCI
| Recurring Subscriptions | $246.4M | 30% |
| Asset Based Fees | $211.7M | 26% |
| Analytics Segment | $182.3M | 22% |
| Sustainability And Climate Segment | $90.3M | 11% |
| Other | $70.9M | 9% |
| Non Recurring | $21.1M | 3% |
