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Broadridge Financial Solutions（BR）与黑石集团（BX）财务数据对比。点击上方公司名可切换其他公司
黑石集团的季度营收约是Broadridge Financial Solutions的1.9倍（$3.3B vs $1.7B），黑石集团净利率更高（36.7% vs 16.6%，领先20.1%），Broadridge Financial Solutions同比增速更快（-5.4% vs -77.7%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs 8.5%）
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。
黑石集团是总部位于美国纽约的另类资产管理机构，1985年由曾共同任职于雷曼兄弟的彼得·彼得森和斯蒂芬·施瓦茨曼创立，最初主营并购咨询业务。过去三十年间，其私募股权业务是全球最大的杠杆收购投资方之一，地产业务也在全球积极布局商业不动产投资。
BR vs BX — 直观对比
营收规模更大
BX
是对方的1.9倍
$1.7B
营收增速更快
BR
高出72.3%
-77.7%
净利率更高
BX
高出20.1%
16.6%
两年增速更快
BR
近两年复合增速
8.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $3.3B |
| 净利润 | $284.6M | $1.2B |
| 毛利率 | 27.6% | — |
| 营业利润率 | 12.0% | — |
| 净利率 | 16.6% | 36.7% |
| 营收同比 | -5.4% | -77.7% |
| 净利润同比 | 17.1% | -76.1% |
| 每股收益（稀释后） | $2.42 | $0.80 |
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BRBX
| Q1 26 | — | $3.3B | ||
| Q4 25 | $1.7B | $4.4B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $2.1B | $3.7B | ||
| Q1 25 | $1.8B | $3.3B | ||
| Q4 24 | $1.6B | $3.1B | ||
| Q3 24 | $1.4B | $3.7B | ||
| Q2 24 | $1.9B | $2.8B |
净利润BRBX
| Q1 26 | — | $1.2B | ||
| Q4 25 | $284.6M | $1.0B | ||
| Q3 25 | — | $624.9M | ||
| Q2 25 | $374.2M | $764.2M | ||
| Q1 25 | $243.1M | $614.9M | ||
| Q4 24 | $142.4M | $703.9M | ||
| Q3 24 | $79.8M | $780.8M | ||
| Q2 24 | $323.2M | $444.4M |
毛利率BRBX
| Q1 26 | — | — | ||
| 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% | — |
营业利润率BRBX
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 54.1% | ||
| Q3 25 | — | 46.8% | ||
| Q2 25 | 24.1% | 51.6% | ||
| Q1 25 | 19.0% | 44.2% | ||
| Q4 24 | 13.3% | 50.6% | ||
| Q3 24 | 9.4% | 49.4% | ||
| Q2 24 | 22.7% | 43.2% |
净利率BRBX
| Q1 26 | — | 36.7% | ||
| Q4 25 | 16.6% | 23.3% | ||
| Q3 25 | — | 20.2% | ||
| Q2 25 | 18.1% | 20.6% | ||
| Q1 25 | 13.4% | 18.7% | ||
| Q4 24 | 9.0% | 22.8% | ||
| Q3 24 | 5.6% | 21.3% | ||
| Q2 24 | 16.6% | 15.9% |
每股收益（稀释后）BRBX
| Q1 26 | — | $0.80 | ||
| Q4 25 | $2.42 | $1.29 | ||
| Q3 25 | — | $0.80 | ||
| Q2 25 | $3.17 | $0.98 | ||
| Q1 25 | $2.05 | $0.80 | ||
| Q4 24 | $1.20 | $0.91 | ||
| Q3 24 | $0.68 | $1.02 | ||
| Q2 24 | $2.72 | $0.58 |
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 | $371.5M | $2.4B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.9B | $18.5B |
| 总资产 | $8.6B | $45.3B |
| 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BRBX
| Q1 26 | — | $2.4B | ||
| Q4 25 | $371.5M | $2.6B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | $562.2M | $2.2B | ||
| Q1 25 | $317.9M | $2.4B | ||
| Q4 24 | $290.6M | $2.0B | ||
| Q3 24 | $293.5M | $2.4B | ||
| Q2 24 | $305.2M | $2.4B |
总债务BRBX
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | $12.6B | ||
| Q3 25 | — | $12.1B | ||
| Q2 25 | $3.3B | $12.1B | ||
| Q1 25 | $3.4B | $12.6B | ||
| Q4 24 | $3.7B | $11.5B | ||
| Q3 24 | $3.6B | $10.9B | ||
| Q2 24 | $3.4B | $10.8B |
股东权益BRBX
| Q1 26 | — | $18.5B | ||
| Q4 25 | $2.9B | $8.7B | ||
| Q3 25 | — | $8.4B | ||
| Q2 25 | $2.7B | $8.4B | ||
| Q1 25 | $2.4B | $8.0B | ||
| Q4 24 | $2.2B | $8.2B | ||
| Q3 24 | $2.2B | $7.0B | ||
| Q2 24 | $2.2B | $6.8B |
总资产BRBX
| Q1 26 | — | $45.3B | ||
| Q4 25 | $8.6B | $47.7B | ||
| Q3 25 | — | $46.6B | ||
| Q2 25 | $8.5B | $45.4B | ||
| Q1 25 | $8.3B | $45.3B | ||
| Q4 24 | $8.2B | $43.5B | ||
| Q3 24 | $8.0B | $42.6B | ||
| Q2 24 | $8.2B | $40.6B |
负债/权益比BRBX
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 1.45× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | 1.22× | 1.45× | ||
| Q1 25 | 1.44× | 1.58× | ||
| Q4 24 | 1.64× | 1.40× | ||
| Q3 24 | 1.63× | 1.55× | ||
| Q2 24 | 1.55× | 1.58× |
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
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% |
BX
| Management and Advisory Fees, Net | $1.9B | 58% |
| Realized | $562.0M | 17% |
| Other | $368.1M | 11% |
| Unrealized | $263.2M | 8% |
| Incentive Fees | $191.8M | 6% |
