vs
布鲁克菲尔德(BNT)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
布鲁克菲尔德的季度营收约是Broadridge Financial Solutions的1.8倍($3.0B vs $1.7B),布鲁克菲尔德净利率更高(17.0% vs 16.6%,领先0.4%),布鲁克菲尔德同比增速更快(4.7% vs -5.4%)
布鲁克菲尔德是加拿大跨国企业,为全球规模最大的另类投资管理机构之一,管理资产规模超1万亿美元,资金多来自全球公共养老金的雇员递延收入,投资覆盖地产、可再生能源、基础设施、信贷、私募股权领域,2019年收购橡树资本后拓展了不良证券投资业务。
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。
BNT vs BR — 直观对比
营收规模更大
BNT
是对方的1.8倍
$1.7B
营收增速更快
BNT
高出10.1%
-5.4%
净利率更高
BNT
高出0.4%
16.6%
损益表 — Q2 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.0B | $1.7B |
| 净利润 | $516.0M | $284.6M |
| 毛利率 | — | 27.6% |
| 营业利润率 | 20.0% | 12.0% |
| 净利率 | 17.0% | 16.6% |
| 营收同比 | 4.7% | -5.4% |
| 净利润同比 | 91.8% | 17.1% |
| 每股收益(稀释后) | — | $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
BNT
BR
| Q4 25 | — | $1.7B | ||
| Q2 25 | $3.0B | $2.1B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $2.9B | $1.9B | ||
| Q1 24 | — | $1.7B | ||
| Q4 23 | — | $1.4B |
净利润
BNT
BR
| Q4 25 | — | $284.6M | ||
| Q2 25 | $516.0M | $374.2M | ||
| Q1 25 | — | $243.1M | ||
| Q4 24 | — | $142.4M | ||
| Q3 24 | — | $79.8M | ||
| Q2 24 | $269.0M | $323.2M | ||
| Q1 24 | — | $213.7M | ||
| Q4 23 | — | $70.3M |
毛利率
BNT
BR
| Q4 25 | — | 27.6% | ||
| Q2 25 | — | 37.3% | ||
| Q1 25 | — | 31.8% | ||
| Q4 24 | — | 27.9% | ||
| Q3 24 | — | 24.5% | ||
| Q2 24 | — | 35.5% | ||
| Q1 24 | — | 31.2% | ||
| Q4 23 | — | 24.8% |
营业利润率
BNT
BR
| Q4 25 | — | 12.0% | ||
| Q2 25 | 20.0% | 24.1% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | — | 13.3% | ||
| Q3 24 | — | 9.4% | ||
| Q2 24 | -1.0% | 22.7% | ||
| Q1 24 | — | 17.5% | ||
| Q4 23 | — | 8.9% |
净利率
BNT
BR
| Q4 25 | — | 16.6% | ||
| Q2 25 | 17.0% | 18.1% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | 9.3% | 16.6% | ||
| Q1 24 | — | 12.4% | ||
| Q4 23 | — | 5.0% |
每股收益(稀释后)
BNT
BR
| Q4 25 | — | $2.42 | ||
| Q2 25 | — | $3.17 | ||
| Q1 25 | — | $2.05 | ||
| Q4 24 | — | $1.20 | ||
| Q3 24 | — | $0.68 | ||
| Q2 24 | — | $2.72 | ||
| Q1 24 | — | $1.79 | ||
| Q4 23 | — | $0.59 |
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 | $17.5B | $371.5M |
| 总债务越低越好 | — | $3.2B |
| 股东权益账面价值 | $15.8B | $2.9B |
| 总资产 | $148.9B | $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
BNT
BR
| Q4 25 | — | $371.5M | ||
| Q2 25 | $17.5B | $562.2M | ||
| Q1 25 | — | $317.9M | ||
| Q4 24 | — | $290.6M | ||
| Q3 24 | — | $293.5M | ||
| Q2 24 | $17.2B | $305.2M | ||
| Q1 24 | — | $236.4M | ||
| Q4 23 | — | $277.7M |
总债务
BNT
BR
| Q4 25 | — | $3.2B | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.5B | ||
| Q4 23 | — | $3.7B |
股东权益
BNT
BR
| Q4 25 | — | $2.9B | ||
| Q2 25 | $15.8B | $2.7B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | $9.0B | $2.2B | ||
| Q1 24 | — | $2.3B | ||
| Q4 23 | — | $2.1B |
总资产
BNT
BR
| Q4 25 | — | $8.6B | ||
| Q2 25 | $148.9B | $8.5B | ||
| Q1 25 | — | $8.3B | ||
| Q4 24 | — | $8.2B | ||
| Q3 24 | — | $8.0B | ||
| Q2 24 | $130.5B | $8.2B | ||
| Q1 24 | — | $8.2B | ||
| Q4 23 | — | $8.0B |
负债/权益比
BNT
BR
| Q4 25 | — | 1.10× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.64× | ||
| Q3 24 | — | 1.63× | ||
| Q2 24 | — | 1.55× | ||
| Q1 24 | — | 1.55× | ||
| Q4 23 | — | 1.77× |
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
BNT
暂无分部数据
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% |